Summary of Responsibilities
This person often leads a number of staff accountants, instructs them in work to be performed, reviews the work done, and directs necessary revisions. They can make decisions on all but the most unusual accounting, auditing and tax matters. When such problems arise, they outline them for the manager, senior manager or partner and then acts on advice.
They are able to set up time budgets on jobs previously handled and can lead staff accountants to employ methods that will accomplish objectives timely. They display professional conduct, showing confidence and ease in the presence of staff and client representatives.
Functions in a role between the accounting/tax staff and the managers/partners, to whom the senior reports.
- Perform diversified accounting, auditing, and/or tax assignments under the direction of manager, senior manager and partner.
- Establishes work schedules through effective use of project management techniques.
- Participate in planning and scheduling client engagements.
- Prepare and index work papers; perform various procedures established under generally accepted accounting principles (GAAP) to verify accuracy and validity of client’s financial matters.
- Preparation of potential solution for identified matters prior to meeting with manager, senior manager or partner.
- Perform the broadest range of accounting and tax tasks so that direct participation of manager, senior manager and partner is kept to a minimum.
- Perform detailed review of team’s work to ensure quality, thoroughness and completion of assigned tasks within agreed time frames.
- Review self-prepared financial statements, tax returns and work papers prior to providing for review, removing obvious errors and ensuring print formatting is established.
- Manage the implementation of solutions for clients.
- Identifies client’s needs/opportunities in order to sell/cross-sell products and services.
- Begin to develop a command of GAAP, other comprehensive bases of accounting, unique or specialized accounting principles, and financial statement presentations.
- Assume responsibility for efficiently supervising both audit and non-audit engagements.
- Proficient at preparing financial statements using the firm’s software programs.
- Provide ideas to improve client’s systems and operation during the engagement.
- Develop a command of pertinent Internal Revenue Code sections and regulations.
- Become proficient at tax research including knowledge and use of the research resources available to the firm.
- Assume responsibility for the supervision of tax return preparation engagements.
- Prepare the most complex tax returns, including personal, fiduciary, and business types.
- Gain expertise in all firm tax software programs.
- Make presentations on topics within specialty areas, as requested.
- Through acquired expertise, perform as a resource in designated areas for tax questions and issues from both tax and A&A staff.
- Assist with tax administration projects assigned by managers and partners.
- Proficient in the preparation of corporate, individual, partnership, fiduciary, and other tax returns prepared by the firm.
- Assume responsibility for the completion of tax returns.
- Bachelor’s degree in accounting, or master’s degree in accounting or equivalent professional work experience as accepted by the partners.
- Hours of continuing professional education required each year as noted in annual development plan.
- At least three years of experience in public accounting with demonstrated assumption of increased audit and attestation engagement responsibility.
- At least three years of experience preparing all types of tax returns.
- At least two years of experience performing tax planning and research services.
- Proficiency with computer, spreadsheet software program, word processing program and calculator.
- Ability to communicate clearly and concisely in English.
- Either holds a current and valid certified public accountant’s license, or is working toward obtaining the license by taking and passing the applicable state CPA exam. Or, has been appropriately exempted from this requirement by the partners.
- Team management skills – the ability to coach, motivate and direct a team of people.
- Excellent verbal and written communication skills.