Job Title: Administrator, Licensee Services

Reports To: Supervisor, Licensee Services

Department: Compliance Services

FLSA Status: Salaried Non-Exempt

Schedule: Monday – Friday 8:00 a.m. to 4:30 p.m.

SUMMARY:

Performs all related tasks for processing applications for CPA licenses and Firm registrations including processing new applications, evaluating credential documentation against requirements, follow up with applicants with deficiencies, and communicate with Board according to procedures.

RESPONSIBILITIES AND DUTIES include the following. Other duties may be assigned.

  • Respond to all phone calls and emails within 24 hours
  • Establish and maintain application files including paper file and electronic data-entry in as400, with assistance from CSA
  • Locate exam files and request duplicates if needed
  • Maintain a log of all applicant communications and processing activities within the as400 system
  • Evaluate applications and supporting documents to determine qualification for CPA licensure as specified by state Board requirements using procedure and file checklists
  • Maintain contact with applicants that have deficiencies, following up every 30 days with notice letter
  • Close files after 90 day notice has lapsed
  • After evaluation is complete, prepare files for supervisor’s review
  • Prepare summary sheets and question files for Board submission.
  • Send appropriate files to the Board as needed
  • Participate in Board meetings as needed
  • Discuss with supervisor any changes to rules, policies, or procedures by Board
  • Performs miscellaneous job-related duties as assigned

ESSENTIAL COMPETENCIES

  • Active Communications
  • Composure
  • Customer Orientation
  • High Standards
  • Informal Communication Skills
  • Initiative
  • Listening Skills
  • Organizing & Planning
  • Team Player
  • Writing Skills

All candidates must be able to pass a criminal, credit history, and education credential background screening to be considered for job placement. If you are interested in this exciting opportunity and your qualifications meet or exceed the above description, please submit your resume along with your salary requirements in MS Word format to Christy Lewellen at clewellen@nasba.org.

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