Experienced Accountant

Job Description

Performs most work assigned with minimum assistance. Often leads a number of staff accountants, instructs them in work to be performed, reviews the work done, and directs necessary revisions. Is able to make decisions on all but the most unusual accounting, auditing and tax matters. When such problems arise, outlines them for the manager, senior manager or partner and then acts on advice.

Is able to set up time budgets on jobs previously handled and can lead staff accountants to employ methods that will accomplish objectives timely. Displays 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 individual reports. The position requires technical, client service, supervision, marketing, and administration skills.

• Perform diversified accounting, auditing, and/or tax assignments under the direction of manager, senior manager and partner.
• Demonstrate competency in technical skills, work quality, and application of professional and firm standards.
• Drafts client reports.
• Establishes work schedules through effective use of project management techniques.
• Meet time constraints and client deadlines.
• 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.
• Keep manager, senior manager and partner apprised of identified risk management issues.
• Preparation of potential solution for identified matters prior to meeting with manager, senior manager or partner.
• Share and transfer knowledge within team and firm.
• Perform the broadest range of accounting and tax tasks so that direct participation of manager, senior manager and partner is kept to a minimum.
• Possess technical knowledge sufficient to supervise staff accountants. Provide consistent recognition and encouragement to team members and set an example by demonstrating high energy and ethical values.
• 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.
• Ability to complete multiple projects simultaneously with limited assistance, ensuring overall success of each project.
• Actively supports firm initiatives.
• Identifies client’s needs/opportunities in order to sell/cross‑sell products and services.
• Know and understand the reason behind the firm’s policies and procedures.
• Prepare other reports, projects, and duties as may be assigned.

If assigned primarily to financial statement engagements

• Begin to develop a command of GAAP, other comprehensive bases of accounting, unique or specialized accounting principles, and financial statement presentations.
• Obtain a thorough understanding of generally accepted auditing standards, common audit procedures and techniques and accounting and review services standards.
• Thorough understanding of accounting research techniques including knowledge and use of various research resources available to the firm.
• Involved in the engagement planning process.
• 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.
• Effectively communicate with client to receive information necessary to complete the engagement with a minimum of disruption to client.

If assigned primarily to tax engagements

• Begin to 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,…