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Deloitte Personal Consultation Analyst (Onboarding) in Boston, Massachusetts

Independence & Conflicts Network (ICN) - Personal Consultation Analyst (On-Boarding Reporting Team)

Are you interested on being on the cutting edge of regulatory compliance? Are you focused on helping others comply with regulations and policies? Are you passionate about research and subject-matter expertise in a professional services environment? Are you interested in gaining exposure to auditor independence rules promulgated by our regulators? Then our ICN Personal Consultation team may be the right fit for you!

Work you'll do

As a Personal Consultation Analyst, you use your interpersonal, analytical, research and investigative skills to:

  • Help onboard candidates who are joining Deloitte as a Partner, Principal or Managing Director (PPMD) by confirming their compliance with certain independence policies prior to their start date.

  • Assist new PPMDs with understanding and completing their independence compliance requirements upon joining Deloitte.

  • Actively participate in and ultimately lead follow up calls to gather additional information, review findings and provide continued independence guidance throughout a new PPMD's first year with Deloitte.

  • Document analysis and conclusions regarding personal financial interests that must be reported and monitored, as well as tax returns that are reconciled to confirm compliance with Deloitte's personal financial interest reporting requirements.

  • Contribute to internal team meetings along with the implementation and development of procedures.

  • As needed, assist other areas within the Independence & Conflicts Network on independence matters.

    The team

    Risk & Brand Protection (R&BP)

    At Deloitte, we are stewards of reputation-ours and our clients. That's why we foster a culture that protects, preserves, and enhances our reputation. With your help, we will distinguish Deloitte as the clear leader in professional services, making us the first choice for clients and talent.

    Independence & Conflicts Network

    The Independence & Conflicts Network (ICN) Personal Consultation team performs a critical consultative, quality-assurance and risk-management function for the Deloitte US Firms, helping the organization remain unbiased and free from conflicts-of-interest, in fact and appearance, when providing services to attest/audit clients. Independence requirements are defined by specific sets of policies, external rules and regulations, so maintaining both the independence of the Deloitte US Firms and personal independence is essential to the business and reputation of Deloitte.

    Qualifications

    Required:

  • Bachelors' degree (preferably in a business area).

  • 2+ years of relevant experience.

  • Solid interpersonal, analytical, research and investigative skills.

  • Positive customer service attitude and dedication to quality, with a demonstrated attention to detail.

  • Proficient in standard office-productivity tools (Microsoft Excel, Word, and PowerPoint).

  • Ability to react positively to an environment where priorities and deadlines can quickly change.

  • Ability to manage and prioritize time required on activities and be responsive to requests for information.

  • Ability to effectively work independently, and as part of a team, in a dynamic work environment.

  • Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

    Preferred (though not required):

  • An understanding of Independence requirements for professional auditing firms.

  • A basic knowledge of financial instruments, such as equities, fixed income, brokerage accounts, etc.

  • A basic understanding of U.S. Federal individual tax returns.

    How you'll grow

    At Deloitte, our professional development plan focuses on helping people at every level of their career to identify and use their strengths to do their best work every day. We offer opportunities to help sharpen skills in addition to hands-on experience in the global, fast-changing business world. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

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    All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

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