Herbein + Company, Inc.

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Job Locations US-PA-Allentown | US-PA-Reading
As a member of our Bank Internal Audit team, you will conduct internal control, risk management, and / or compliance reviews and services for our community banking clients. You will be responsible for conducting or assisting in the reviews of assigned financial, operational, or compliance audits to evaluate the adequacy and effectiveness of internal, operational, and regulatory controls within our community banking clients.  - Participate in internal audits of financial institutions by assisting the audit team with the planning and execution of audits in accordance with IIA and industry standards. - Conduct fieldwork and perform audit procedures to identify areas for improvement and develop recommendations based on identification of potential risks relevant to the client. - Perform testing of internal controls and compliance programs based upon FFIEC, SOX, FDICIA, and banking industry standards. - Perform data analytics and analysis to identify areas of enhancement for our community banks’ control environments. - Review and detail test controls in the financial institution’s environment to source documentation. - Prepare work papers that are consistent with IIA standards, as well as, established firm standards. - Assist in providing other risk management services, including risk assessments, model validations, and fraud investigations. - Assist in providing clients with value-added communications and advice to improve efficiencies or optimize internal controls in their environments. - Work in a dynamic and energetic environment, keeping current on trends, risks, and threats in the financial services environment. - Assist in special projects, as required.
ID
2022-1157
Category
FOS - Internal Audit Services
Type
Regular Full-Time
Job Locations US-PA-Allentown | US-PA-Spring House
- Perform financial analysis of business and financial due diligence for M&A transactions - Prepare business valuation reports - Develop Quality of Earning (QoE) reports for M&A transactions - Develop expert reports for litigation support engagements - Research and develop forensic financial analyses - Deliver technical presentations - Attend business meetings and networking events
ID
2022-1155
Category
Management Advisory Services
Type
Regular Full-Time
Job Locations US-PA-Reading | US-PA-Allentown
As a member of our Bank Compliance Audit team, you will provide consulting services and expertise in Bank regulatory compliance (consumer deposit and loan) to assist in targeted compliance monitoring reviews and internal audits associated Bank regulatory compliance.  We operate within a moderately fast-paced culture that is driven by hard work, quality, excellence, transparency, and nimbleness. You will be challenged daily to develop solutions to complex problems, and to manage multiple projects for multiple clients. - Maintain strong knowledge of applicable mortgage compliance laws and regulations. - Become a subject matter expert in key laws and regulations related to Bank regulatory compliance. - Become a subject matter expert on mortgage industry compliance standards (e.g., FNMA, FHLMC, FHA, VA, HUD, and Fair Lending Guidelines) and lending guidelines (e.g., Conventional, FHA, VA, Non-QM, etc.). - Conduct reviews to ensure compliance rules are applied appropriately, fees disclosed properly, and loan documents are produced correctly. - Monitor and analyzes developing trends and changes in applicable consumer-related laws and regulations. Assists management with the implementation of regulatory changes. - Execute fieldwork with appropriate supervision, interacts with all levels of management and performs testing (including walkthroughs), takes ownership to complete clear and well-organized audit work papers that appropriately document the work performed, uses root cause analysis for problem solving and communicates potential issues timely to supervisors and clients. - Evaluate risks of key controls and the effectiveness of the overall control framework, and ensures management has effective and timely control remediation plans. - Formulate appropriate conclusions regarding the adequacy of internal controls and procedures based on the audit work performed and knowledge of Company operations, drafts well written, clear, and concise audit reports and participates in presenting the findings to the Internal Audit Management and Business Management. - Remediation: Monitors the implementation of corrective action plans with first and second lines of defense and presents updates to the findings to Internal Audit Management and Business Management.
ID
2022-1151
Category
FOS - Internal Audit Services
Type
Regular Full-Time
Job Locations US-PA-Allentown
- Prepare and review complex multi-state business, fiduciary, and individual tax returns   - Develop comprehensive knowledge of client’s business and tax circumstances   - Research and develop year-round tax planning strategies and consultation to meet client needs   - Mentor staff and interns   - Analyze financial statements and evaluate internal controls - Handle moderately complex tax engagements - Develop tax and audit documents, work papers, and preparation of client documents - Proactively interact with clients to gather information, resolve tax and audit-related problems, make recommendations, etc. - Help others develop professionally through coaching
ID
2021-1131
Category
Tax / Small Business
Type
Regular Full-Time
Job Locations US-PA-Spring House | US-NJ-Marlton
- Lead multiple tax engagements to deliver quality tax preparation, research, planning and consulting services for a variety of clients - Review and prepare gift, and fiduciary income tax returns - Estate income tax planning for high net worth clients and their families - Represent clients before tax agencies and follow-up with government authorities as required - Perform estate research & tax analysis and document findings/conclusions - Keep up to date on current tax practices and changes in tax law - Provide exceptional client service as well as develop trusted client relationships - Generate new business and cross selling leads with existing clients - Manage, direct, and monitor multiple client services teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients; and manage to budget - Conduct primary and secondary review of complicated or complex income tax returns including Corporate, S-Corp. partnership, and individual clients  - Consult, work with, and service client to make recommendations on business and process improvement and serve as a business adviser to client - Identify and execute best practices for the firm to ensure sustainability - Other duties as assigned
ID
2021-1120
Category
Tax
Type
Regular Full-Time
Job Locations US-PA-Reading | US-PA-Allentown | US-PA-Spring House | US | US-PA-Pittsburgh
The SALT Manager is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. In this role, the SALT Manager will network within his/her area of experience and specialization in recognizing potential changes in tax policy and applying those policies to tax compliance. The SALT Manager will work with the Regional Tax Partners and Senior Managers to provide SALT expertise to their clients.  - Manage, direct, and monitor multiple client services teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients; and manage to budget.  - Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end reviews.  - Conduct primary and secondary review of complicated or complex income tax returns including Corporate, S-Corp., partnership, and individual clients.  - Maintain active communication with clients to manage expectations, ensure satisfaction, make sure deadlines are met, and lead change efforts effectively.  - Consult, work with, and service client to make recommendations on business and process improvement and serve as a business adviser to client.  - Other duties as assigned
ID
2021-1115
Category
Tax
Type
Regular Full-Time
Job Locations US-PA-Allison Park | US-PA-Pittsburgh | US-PA-Greensburg
- Preparation of corporate and individual tax returns - Assist with research and assignments involving tax theory and concepts - Assist with research and handle assignments involving basic tax issues in the areas of corporate, partnership, individual, payroll and sales tax - Participate in meeting client deadlines - Become familiar with specific clients and begin to identify specific client needs - Keep supervisors informed of progress, and complete assignments in a timely manner - Proactively interact with clients to gather information, resolve problems, make recommendations - Mentor staff and interns
ID
2021-1109
Category
Tax
Type
Regular Full-Time
Job Locations US-PA-Pittsburgh | US-PA-Allison Park | US-PA-Greensburg
- Preparation of corporate and individual tax returns - Assist with research and assignments involving tax theory and concepts - Assist with research and handle assignments involving basic tax issues in the areas of corporate, partnership, individual, payroll and sales tax - Participate in meeting client deadlines - Become familiar with specific clients and begin to identify specific client needs - Keep supervisors informed of progress, and complete assignments in a timely manner - Proactively interact with clients to gather information, resolve problems, make recommendations - Mentor staff and interns  
ID
2021-1108
Category
Tax
Type
Regular Full-Time
Job Locations US-PA-Pittsburgh | US-PA-Allison Park | US-PA-Greensburg
- Analyze or assists on analyzing and preparing financial statements - Evaluate internal controls or assisting on evaluating - Handle moderate to complex audit engagements, depending on the level - Development of audit documents, work papers, and preparation of client documents - Proactively interact with clients to gather information, resolve audit-related problems, make recommendations, etc. - Help others develop professionally through coaching
ID
2021-1107
Category
Audit
Type
Regular Full-Time
Job Locations US-PA-Reading
Responsibilities include, but are not limited to: - Assist managers/partners on all aspects of audit engagements (audit planning, fieldwork, and wrap up) - Analyze and prepare financial statements - Evaluate internal controls - Handle moderate to complex audit engagements, depending on the level - Development of audit documents, work papers, and preparation of client documents - Proactively interact with clients to gather information, resolve audit-related problems, make recommendations, etc. - Help others develop professionally through coaching - Oversee and review audit engagements  Qualifications: - Bachelor’s Degree in accounting or related finance degree - Active CPA License or ability to become licensed  - Experience requirements based on level (Senior 3 to 5 years - Supervisor 5 - 7 years, Manager 7 - 9 years) - Current or recent audit experience in public accounting working with non-profit clients  - Personable, ambitious and looking for a career path opportunity - Successful at fostering strong relations built on trust and credibility - Ability to manage multiple projects/task on a timely basis while monitoring time spent - Adept at meeting challenging client requirements and deadlines - Excellent verbal, written and interpersonal communication skills - Detail focused and driven to achieve high standards - Must be able to work overtime to meet client needs beyond regularly scheduled work day (evenings and weekends) - A Valid Driver’s License is required
ID
2021-1105
Category
Audit
Type
Regular Full-Time
Job Locations US-PA-Reading | US-PA-Allentown
- Assist managers/partners on all aspects of audit engagements (audit planning, fieldwork, and wrap up) - Manager candidates will also participate in the audit planning, fieldwork and wrap up) - Analyze and prepare financial statements - Evaluate internal controls - Handle moderate to complex audit engagements, depending on the level - Development of audit documents, work papers, and preparation of client documents - Proactively interact with clients to gather information, resolve audit-related problems, make recommendations, etc. - Help others develop professionally through coaching - Oversee and review audit engagements 
ID
2021-1100
Category
Audit
Type
Regular Full-Time
Job Locations US-PA-Reading | US-PA-Pittsburgh
Responsibilities include, but are not limited to: - Assist managers on all aspects of audit engagements (audit planning, fieldwork, and wrap up) - Analyze and prepare financial statements - Evaluate internal controls - Handle moderately complex audit engagements - Development of audit documents, work papers, and preparation of client documents - Proactively interact with clients to gather information, resolve audit-related problems, make recommendations, etc. - Help others develop professionally through coaching Qualifications: - Bachelor’s Degree in accounting or related finance degree - CPA, or working towards certification - 3 to 5 years of current or recent audit experience in public accounting working with state or local government clients - Personable, ambitious and looking for a career path opportunity - Successful at fostering strong relations built on trust and credibility - Ability to manage multiple projects/task on a timely basis while monitoring time spent - Adept at mee0ting challenging client requirements and deadlines - Excellent verbal, written and interpersonal communication skills - Detail focused and driven to achieve high standards - Must be able to work overtime to meet client needs beyond regularly scheduled work day (evenings and weekends) - A Valid Driver’s License is required - Must be able to travel by car for day and overnight trips – estimated at 40% of the time
ID
2021-1089
Category
Audit
Type
Regular Full-Time
Job Locations US-PA-Reading
- Perform review and compilation engagements - Analyze and adjust financial information to prepare business tax returns - Prepare individual tax returns - Develop comprehensive knowledge of client’s business and tax circumstances - Research and develop year-round tax planning strategies and consultation to meet client needs - Become familiar with specific clients and begin to identify specific client needs - Coordinate assignments with Reading and Spring House office locations when necessary - Keep supervisors informed of progress, and complete assignments in a timely manner - Proactively interact with clients to gather information, resolve problems, make recommendations
ID
2020-1048
Category
Small Business
Type
Regular Full-Time
Job Locations US-PA-Pittsburgh | US-PA-Allison Park | US-PA-Greensburg
- Manage multiple engagements and provide innovative tax planning, consulting, compliance recommendations to clients. - Prepare and review complex tax returns, estate planning, etc. - Manage team members and review work product for accuracy, completeness, budgets, etc. - Work closely with internal managers and partners to maintain and grow client relationships. - Mentor and coach various levels of tax staff.
ID
2020-1038
Category
Tax
Type
Regular Full-Time
Job Locations US-PA-Pittsburgh | US-PA-Allison Park | US-PA-Greensburg
Responsibilities include, but are not limited to: - Supervise multiple engagements and provide innovative tax planning, consulting, compliance recommendations to clients - Prepare and review complex tax returns - Supervise and assist in mentoring junior tax staff; assigning and reviewing work and performance
ID
2020-1034
Category
Tax
Type
Regular Full-Time