Summary of Responsibilities:
Responsible for a wide variety of diversified accounting and tax
assignments under the supervision of different professionals. Performance is
judged based on the quality of work, application of tax and accounting
knowledge, ability to follow directions, work as an effective team member and
the ability to meet time constraints.
communicate with all engagement and client personnel.
Interact effectively with
client on professional level at all times.
with client personnel.
understanding of the client’s business and accounting systems.
client’s basic accounting policies and transactions and demonstrate a basic
knowledge of their interrelationships with financial information systems and
overall tax compliance objectives.
to the immediate supervisor and assist in drafting any relevant comments.
· Be aware of other
services offered by the firm and some situations where they may be of benefit
to the client.
Specific Responsibilities and Expectations:
· Understand and
demonstrate familiarity with firm policies and procedures.
· Understand the
rules, regulations, independence and Code of Professional Conduct of the AICPA
and the firm.
· Assist in basic
planning activities for the assigned engagements, which may include the
~ Review prior year
tax returns, financial statements and other relevant information.
~ Prepare a budget
for the current year.
~ Assist in preparing
the engagement letter, confirmations and client participation schedule.
~ Rollover and
create engagement binders.
fieldwork on all assigned sections, as follows:
~ Prepare complete,
neat and orderly working papers for assigned areas, including sign-off of each
applicable program or checklist steps, on a timely basis.
~ Use and update work
programs for assigned sections.
~ Perform self-review
of work to avoid working paper review notes.
~ Address issues
that arise in connection with assigned areas in a timely manner.
~ Promptly and
properly clear review notes, tie-up loose ends on assigned areas, thoroughly
document open items, and update electronic files.
~ Working papers
should be well documented, conclusions should be supported, and follow firm
templates and procedures when applicable.
~ Prepare income
tax returns and financial statements with supporting detail and complete
~ Prepare BNA tax projections
and become involved in tax planning
· Ensure that any
professional, technical, or client service problem is resolved promptly in an
environment of mutual respect.
· Keep immediate
supervisor informed of progress, issues and significant developments relative
to assigned areas and budget constraints on a continuous and timely basis.
· Identify issues
that may require the prompt attention of your immediate supervisor.
· Consult with firm
management when dealing with difficult situations.
reasonable time estimates to complete your assigned areas.
openly, frequently, and candidly and listen effectively.
· Develop a balance
of healthy curiosity and professional skepticism.
· Adhere to budgets
(consideration given to factors outside control of staff) and meet deadlines.
improvements in work process for assigned projects.
· Keep in-charge,
manager and/or partner informed of engagement timing and performance against
· Initiate and be
receptive to both formal and informal performance and development feedback.
· Keep office and
management aware of your location on a daily basis.
· Complete time
sheets daily and expense reports on a timely basis.
· Monitor annual
hours goals – budget vs. actual.
maturity, poise, and self-confidence in dealing with client and firm personnel.
· Pass the CPA exam
and become certified in a timely manner.
· Maintain a professional
appearance and professionalism.
responsibility for assigned work and personal development.
· Use firm
personnel and reference materials to resolve issues (i.e. RIA, FASB,
AICPA, IRC sections and regulations, Spidell).
· Complete research
assignments on less complex tax, accounting and auditing issues and propose
~ Become proficient
at preparing financial statements using Pfx Engagement.
~ Become proficient
at the preparation of corporate, individual, partnership, fiduciary, and other
returns prepared by the firm using Pfx Tax.
· Demonstrate a
basic understanding of a client’s business transactions with a view towards
both A&A and tax implications.
· Develop basic
awareness of the firm's auditing, accounting and tax practices.
· Develop knowledge
of technology and promote its use. Develop proficiency in the use of both the
firm’s software and other commonly used packages.(MS Excel, MS Word, MS
Outlook, Pfx Engagement, Pfx Tax, Pfx Fixed Assets, Pfx Practice, CCH Document, XCM and
· Actively seek
on-the-job training to understand own role and responsibilities specific to
· Develop a general
understanding of common tax issues that may impact a client.
opportunities to improve technical and management skills through continuing
education, seminars and professional reading.
Practice and Personal Development:
Begin to develop
relationships and a contact network with clients and referral sources.
recruiting activities, as appropriate.
Be an active
participant in the firms mentoring process.
Education, Experience, and Skills Required:
· Bachelor’s degree
college graduate to 2 years of experience
Skills & Licenses
· Licensed CPA
· Proficient in use
of computers and basic software applications
· Above average
written and verbal communication skills
problem-solving and analytical skills
· Ability to
perform in highly interruptive conditions
· Ability to
perform under time-pressures and meet deadlines
· Ability to
communicate clearly and concisely in English
· Highly analytical
behavior and appearance
· Strong work
ethic, honest and ethical
resourceful and client service oriented
· Team oriented
· Ability to sit
and use computers for extended periods of time
· Ability to travel
by air and car
· Ability to carry
and transport heavy bags, computers, etc.
· Ability to
provide own transportation for traveling to client assignments and for personal
· Limited out-of-town
travel, with overnight stay for work at clients’, meetings or seminars
· Overtime work
required periodically throughout year. Heavy overtime work required
February 1 through April 15
· Total hours
generally range from 2,300-2,400, including PTO, with the chargeable mix
determined during the annual goal setting process