Assurance Senior Associate [Financial Services Group]
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. We must not repeat job title as heading. Must not include Job ID etc. Remove boilerplate, navigation, legal, EEO, etc. Also remove duplicated lines, application instructions. Must preserve all substantive information.
We need to parse the job description and extract relevant content.
Let's read the description:
"Job Description As CohnReznick grows, so do our career opportunities. As one of the nation’s top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do! CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients’ unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia. We currently have an exciting career opportunity for an Assurance Senior to join the team in our Chicago office. CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered hybrid which means team members are expected to be thoughtful and intentional in how they create opportunities for in-person collaboration. While the cadence of in-office presence is determined at the team level, our professionals are encouraged to be in the office/together in person on average 3 days a week. YOUR TEAM. As part of the Financial Services Industry team, you’ll work with some of the nation’s leading private equity, hedge, and other alternative investment funds. You’ll gain valuable knowledge of the capital markets ecosystem and use it to deliver the comprehensive transaction, fund, and portfolio company audit, tax, and value creation solutions. As a result of the unique organizational structure of most private investment funds, you’ll collaborate with other CohnReznick industry and service line team members to deliver outstanding technical and client service. Located in almost every financial center across the United States—New York, Connecticut, California, Chicago, Boston, Dallas, Denver, Miami, and more--our clients deploy billions of dollars of capital and expect situation-tested expertise, industry knowledge, access to market intelligence and timely response to questions and requests. WHY COHNREZNICK? At CohnReznick, we’re united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it’s working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your “why” at the firm. We believe it’s important to balance work with everyday life – and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer. YOUR ROLE. Responsibilities Responsibilities include but not limited to: Serve as the engagement lead on specific client accountsTake responsibility for pre-engagement planning, execution, and final deliverablesDevelop detailed engagement work plansIllustrate budgets and schedulesActively participate in proposalsManage a team of staff associates, including interns, while providing regular performance coaching and feedbackGain the respect and confidence of the CRZ team through effective client management, timely and accurate communication, and clear and concise direction and leadership Your Experience. The successful candidate will have: 3+ years of work experience in another public accounting firmFinancial Services Experience PreferredBachelor’s Degree requiredCPA licensure achieved or eligibility to sit for the examStrong experience using Microsoft Office SuiteKnowledge of audit software such as CaseWare or ProSystem FXExceptional organizational and communication (verbal and written) skills Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you’re excited about this role but your experience doesn’t align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles. "CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms. CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at CRaccommodation@CohnReznick.com Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses. CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. #GDB #Hybrid"
We need to remove boilerplate: EEO, legal, contact email, unsolicited recruiter note, hashtags maybe? The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So we should remove the EEO paragraph, the contact email line, the unsolicited recruiter note, the hashtags maybe considered boilerplate? Probably remove #GDB #Hybrid as they are tags not substantive. Also remove the duplicated lines? There's no duplication aside from maybe repeated "CohnReznick". We'll keep substantive content.
We need sections: About the role? The description includes an introductory paragraph about the firm and the opportunity. Could be "About the role" or "About the firm". The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can choose appropriate headings based on content.
We have:
- Intro about firm and opportunity: could be "About the role" or "About the firm". Probably "About the role" fits.
- YOUR TEAM section: describes team, clients, etc. Could be part of About the role or separate "About the team". Not in list but we can create a heading if we have content. The instruction says prefer a few substantive sections over many thin ones. Could combine intro and team into About the role.
- WHY COHNREZNICK? section: describes mission, benefits, total rewards. This could be "Benefits" or "Why CohnReznick". Benefits heading is allowed. It includes generous PTO, flexible work environment, expanded parental leave, extensive learning & development, paid volunteer time. That's benefits.
- YOUR ROLE. Responsibilities: list of duties.
- Your Experience: qualifications/requirements.
Thus we can have sections: About the role (intro + team), Responsibilities, Requirements (or Qualifications), Benefits.
We should not include Pay or Schedule unless specified. There's mention of hybrid work: encouraged to be in office average 3 days a week. That's schedule info. The posting does mention schedule: "our professionals are encouraged to be in the office/together in person on average 3 days a week." That's schedule detail. So we can include a Schedule section.
Pay: not mentioned. So omit Pay.
Thus sections: About the role, Responsibilities, Requirements, Benefits, Schedule.
We need to use for each heading. Use - for any list of duties/requirements/benefits. Use
for prose.
We must preserve all substantive information, not invent or summarize away detail. So we need to keep details like hybrid firm, commutable distance, etc.
Let's extract substantive content for each section.
About the role: Should include firm description, opportunity, hybrid nature, location Chicago office, team description (Financial Services Industry team, clients, etc.), maybe also mention Nexia membership, offices worldwide, etc. We'll combine.
We need to avoid boilerplate like "As one of the nation’s top professional services firms" is okay. Keep.
We'll produce paragraphs.
Responsibilities: list from "Serve as the engagement lead on specific client accounts" etc. Need to split into items.
Responsibilities list:
- Serve as the engagement lead on specific client accounts
- Take responsibility for pre-engagement planning, execution, and final deliverables
- Develop detailed engagement work plans
- Illustrate budgets and schedules
- Actively participate in proposals
- Manage a team of staff associates, including interns, while providing regular performance coaching and feedback
- Gain the respect and confidence of the CRZ team through effective client management, timely and accurate communication, and clear and concise direction and leadership
We need to keep the exact phrasing? Preserve all substantive information; we can keep as is.
Requirements: from "Your Experience. The successful candidate will have:" list:
- 3+ years of work experience in another public accounting firm
- Financial Services Experience Preferred
- Bachelor’s Degree required
- CPA licensure achieved or eligibility to sit for the exam
- Strong experience using Microsoft Office Suite
- Knowledge of audit software such as CaseWare or ProSystem FX
- Exceptional organizational and communication (verbal and written) skills
Also maybe include "Studies have shown..." but that's encouragement to apply, not a requirement. Could be part of Requirements? It's more about encouraging applicants. Might be considered a note but we could include as a paragraph under Requirements or separate? Probably keep as a note under Requirements or maybe as a separate "Encouragement" but not needed. We'll keep as a paragraph after the list.
Benefits: from WHY COHNREZNICK? includes mission, total rewards: generous PTO, flexible work environment, expanded parental leave, extensive learning & development, paid time off for employees to volunteer. Also mention balancing work with everyday life, enjoyment and fun. We'll capture those.
Schedule: from hybrid description: "CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered hybrid which means team members are expected to be thoughtful and intentional in how they create opportunities for in-person collaboration. While the cadence of in-office presence is determined at the team level, our professionals are encouraged to be in the office/together in person on average 3 days a week."
We'll put that as schedule.
Now we need to output only HTML fragment, no /, no markdown.
We'll produce something like:
About the role
...
Responsibilities
- ...
...
for each heading. Use - for any list of duties/requirements/benefits. Use
for prose.
We must preserve all substantive information, not invent or summarize away detail. So we need to keep details like hybrid firm, commutable distance, etc.
Let's extract substantive content for each section.
About the role: Should include firm description, opportunity, hybrid nature, location Chicago office, team description (Financial Services Industry team, clients, etc.), maybe also mention Nexia membership, offices worldwide, etc. We'll combine.
We need to avoid boilerplate like "As one of the nation’s top professional services firms" is okay. Keep.
We'll produce paragraphs.
Responsibilities: list from "Serve as the engagement lead on specific client accounts" etc. Need to split into items.
Responsibilities list:
- Serve as the engagement lead on specific client accounts
- Take responsibility for pre-engagement planning, execution, and final deliverables
- Develop detailed engagement work plans
- Illustrate budgets and schedules
- Actively participate in proposals
- Manage a team of staff associates, including interns, while providing regular performance coaching and feedback
- Gain the respect and confidence of the CRZ team through effective client management, timely and accurate communication, and clear and concise direction and leadership
We need to keep the exact phrasing? Preserve all substantive information; we can keep as is.
Requirements: from "Your Experience. The successful candidate will have:" list:
- 3+ years of work experience in another public accounting firm
- Financial Services Experience Preferred
- Bachelor’s Degree required
- CPA licensure achieved or eligibility to sit for the exam
- Strong experience using Microsoft Office Suite
- Knowledge of audit software such as CaseWare or ProSystem FX
- Exceptional organizational and communication (verbal and written) skills
Also maybe include "Studies have shown..." but that's encouragement to apply, not a requirement. Could be part of Requirements? It's more about encouraging applicants. Might be considered a note but we could include as a paragraph under Requirements or separate? Probably keep as a note under Requirements or maybe as a separate "Encouragement" but not needed. We'll keep as a paragraph after the list.
Benefits: from WHY COHNREZNICK? includes mission, total rewards: generous PTO, flexible work environment, expanded parental leave, extensive learning & development, paid time off for employees to volunteer. Also mention balancing work with everyday life, enjoyment and fun. We'll capture those.
Schedule: from hybrid description: "CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered hybrid which means team members are expected to be thoughtful and intentional in how they create opportunities for in-person collaboration. While the cadence of in-office presence is determined at the team level, our professionals are encouraged to be in the office/together in person on average 3 days a week."
We'll put that as schedule.
Now we need to output only HTML fragment, no /, no markdown.
We'll produce something like:
About the role
...
Responsibilities
- ...
...
for prose. We must preserve all substantive information, not invent or summarize away detail. So we need to keep details like hybrid firm, commutable distance, etc. Let's extract substantive content for each section. About the role: Should include firm description, opportunity, hybrid nature, location Chicago office, team description (Financial Services Industry team, clients, etc.), maybe also mention Nexia membership, offices worldwide, etc. We'll combine. We need to avoid boilerplate like "As one of the nation’s top professional services firms" is okay. Keep. We'll produce paragraphs. Responsibilities: list from "Serve as the engagement lead on specific client accounts" etc. Need to split into items. Responsibilities list: - Serve as the engagement lead on specific client accounts - Take responsibility for pre-engagement planning, execution, and final deliverables - Develop detailed engagement work plans - Illustrate budgets and schedules - Actively participate in proposals - Manage a team of staff associates, including interns, while providing regular performance coaching and feedback - Gain the respect and confidence of the CRZ team through effective client management, timely and accurate communication, and clear and concise direction and leadership We need to keep the exact phrasing? Preserve all substantive information; we can keep as is. Requirements: from "Your Experience. The successful candidate will have:" list: - 3+ years of work experience in another public accounting firm - Financial Services Experience Preferred - Bachelor’s Degree required - CPA licensure achieved or eligibility to sit for the exam - Strong experience using Microsoft Office Suite - Knowledge of audit software such as CaseWare or ProSystem FX - Exceptional organizational and communication (verbal and written) skills Also maybe include "Studies have shown..." but that's encouragement to apply, not a requirement. Could be part of Requirements? It's more about encouraging applicants. Might be considered a note but we could include as a paragraph under Requirements or separate? Probably keep as a note under Requirements or maybe as a separate "Encouragement" but not needed. We'll keep as a paragraph after the list. Benefits: from WHY COHNREZNICK? includes mission, total rewards: generous PTO, flexible work environment, expanded parental leave, extensive learning & development, paid time off for employees to volunteer. Also mention balancing work with everyday life, enjoyment and fun. We'll capture those. Schedule: from hybrid description: "CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered hybrid which means team members are expected to be thoughtful and intentional in how they create opportunities for in-person collaboration. While the cadence of in-office presence is determined at the team level, our professionals are encouraged to be in the office/together in person on average 3 days a week." We'll put that as schedule. Now we need to output only HTML fragment, no /, no markdown. We'll produce something like:
About the role
...
Responsibilities
- ... ...