Continuing Professional Education Associate

Who We Are

Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in 15 states across the Midwest and western United States and offer our staff and Partners the opportunity to serve a variety of industries. In 2019, we extended our operations to Mumbai, India, and desire to expand our shared services segment there. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supporting our employees to help them achieve their goals and pursue their interests both in the office and at home. At Eide Bailly we are passionate about the clients we serve, the work we do, and most importantly, having fun while we do it

Why You'll Love Working Here

At Eide Bailly we believe respect is how to treat everyone, not just those you want to impress. Our
culture focuses on collaboration to achieve career growth. Innovation is highly encouraged, which is
where programs like our EB Xchange originate. This program allows interested tax and audit employees to complete a rotation into a specialty area. We promote happy employees by making work/life balance a priority along with being actively involved in our communities. Our dedication to service can be seen through the Firm's decision to match charitable donations made by employees, as well as providing opportunities to volunteer throughout the year. Most importantly, we like to have fun We offer a professional and fun work environment with frequent lunch and learns, socials, contests, outings and other events. 

A Day in the Life 

A typical day as a Continuing Professional Education Associate in Mumbai might include the following:

• Managing data entry and compliance of continuing professional education (CPE) requirements for the firm through accurate recording of information.
• Overseeing the continuous implementation and maintenance of CPE and IRS CE electronic filing, reporting and tracking.
• Understand regulatory requirements for CPAs, Enrolled Agents, and other certifications to ensure firm compliance.
• Respond to individuals' questions, potentially requiring extensive research, regarding issuance of NASBA CPE or IRS CE to licensed individuals at the firm.
• Logging and tracking employee queries related to CPE/CE credits and ensuring timely resolution.
• Correspond with attendees, both internal and external, and presenters regarding CPE or CE related questions found in the Learning & Development mailbox, via Team messages and by phone, continually providing excellent customer service to all staff.
• Uploading course completion reports, attendance rosters, and the issuance of CPE in the Learning Management System (LMS).
• Creation of new programs in the LMS system using supporting information provided by the Regional Learning Coordinator (RLC).
• Perform daily administrative tasks including the review and approval of external CPE certificates, addition of new jurisdictions, and addition of newly hired staff's prior CPE and associated certificates.
• Occasionally support in person and/or virtual learning events in our Mumbai office.

Who You Are 

• You have a Bachelor's degree in business administration or education.
• You have 2 years' experience in a data entry or support role requiring strong attention to detail and accuracy.
• You are proficient with computers, including Microsoft Office Suite (Word, PowerPoint, and Excel).
• You have experience with Learning Management Systems (LMS).
• You are able to communicate clearly, both written and verbally.
• You are skilled at managing multiple projects simultaneously by setting priorities and meeting deadlines
• You are motivated to establish and maintain effective working relationships with co-workers and clients.

What to Expect Next: 

We'll be in touch If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to check us out on Facebook, Twitter, Instagram, TikTok or our About Us page.