Assurance Associate | Fall 2025

You chart the course; we help you lift off. At YHB, we aren't limited by small-firm constraints or stuck in the big-firm mentality. Our culture is based on relationships between our teams and our clients. We aim to hire great people who want to take ownership of their careers while we help to provide the tools for success. Assurance Associates are responsible for assisting in the completion of all engagements that they have been assigned. They should complete all assigned tasks in a timely, efficient manner and actively search for additional responsibilities when time permits; to become fluent with the Assurance process and methodology.

Roles and Responsibilities

Technical Expertise and Work Quality
• Possess an intermediate level of understanding related to Assurance and accounting principles.
• Follow YHB guidance regarding secure use of hardware, software, and client information.
• Maintain proficiency and identify efficiency with relevant firm technical resources and computer applications.
Demonstrate effective use of these resources and use file and workpaper organization techniques.
• Demonstrate a commonsense approach to problem solving, clearly identifying issues and/or problems as they
arise and bringing them to the attention of the Assurance Supervisor and/or Manager.
• Develop a clear understanding of the engagement objective to perform necessary procedures.
• Listen carefully to instructions, take notes, ask questions, and seek clarification of instructions and assignments.
• Prepare workpapers that are neat, organized, and cross-referenced, in accordance with YHB procedures.
• Apply professional skepticism to the audit.
• Complete specific tasks, reports, and deliverables within assigned timeframes and budget.
• Document procedures performed, and conclusions reached.
• Prepare complete workpapers in conformity with standards including adequate supporting documentation, tick
mark, and workpaper cross references.
• Ensure assigned sections have been completed, including after leaving the client site.
• Assist the Assurance Supervisor with wrap-up through the completion of the engagement.
• Gain proficiency in developing analytics and a willingness to understand the analytics produced.
• Begin to develop an understanding of control processes and identifying internal control weaknesses.
• Clear any review comments received from the engagement Supervisor and/or Manager.
• Increase technical knowledge based on primary niche industry.

Client Management and Service
• Communicate with others in a tactful and business-like manner.
• Provide regular and frequent communication with in-charge staff regarding the status of assignments in progress.
• Accurately complete tasks within the timeframes established by clients as communicated through in-charge staff.
• Demonstrate efforts to gain an understanding of the client (rather than just copying workpapers) through inquiry,
observation, and study as well as interaction with in-charge staff and others at YHB.
• Be responsive to the need to meet client expectations, deadlines, and be flexible as much as possible in assisting
the team to meet these expectations and deadlines.
• Display confidence in expressing ideas and proposed solutions.
• Initiate communication with Supervisors and circle leaders to determine job responsibilities (ie. equipment
responsibilities, dress code, and basic understanding of client) prior to arrival.
• Maintain the complete confidentiality of all client and firm information.
• A commitment to respond to clients within 24 hours.
• Represent YHB to clients in a professional manner, adhering to YHB standards.
• Maintain daily time entry for accurate reporting firm wide.

Business Development
• Learn and demonstrate knowledge in the YHB’s service capabilities.
• Recognize the need to expand our practice and that all team members can participate in the process.
• Establish a network of client and business contacts and seek ways to increase YHB visibility among peers or by
becoming involved in a professional or community organization.
• Be aware of potential opportunities with existing clients or non-clients and bring these to the attention of others
within the firm.

Personal Participation and Professional Development
• Follow YHB’s time reporting requirements including timely entry of weekly time for payroll and billing purposes.
• Prepare for and complete the CPA exam.
• Demonstrate active involvement in self-improvement activities, including the awareness and development of
their functional and industry specialization.
• Take responsibility for attaining chargeable hour requirements.
• Initiate and respond to suggestions to