Responsibilities: Respond to client and firm associate requests in a timely, accurate, positive and professional manner.
• Participate in and provide leadership for firm initiatives and projects.
• Plan and schedule engagement fieldwork with clients and firm resources.
• Lead and manage audit, review, and compilation engagements in accordance with firm and professional standards, within budget and deadline expectations.
• Perform detailed reviews of workpapers completed by other associates.
• Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely manner.
• Review financial statements and footnotes, management reports, executive reports, and other requested deliverables.
• Provide training, direction, and supervision to staff and senior accountants.
• Develop and attain a comprehensive understanding of services provided by the firm.
Additional Responsibilities:
• Attain a thorough technical competency and industry specific expertise through CPE, firm/industry group events, webinars, etc.
• Review tax-related information to include tax provisions, depreciation schedules, property tax returns, etc.
• Perform client billing.
• Lead multi-disciplined client service teams for account planning
• Research and communicate with client and firm personnel regarding complex accounting matters.
• Actively participate in community activities and organizations to develop and maintain positive business relationships with community leaders and members.
• Complete audit, review, and compilation procedures for complex areas and transactions.
• Prepare and review client correspondence (letter, e-mail, etc.).
• Actively participate in firm sponsored events for industry-specific and/or regional clients and prospects.
Qualifications: Requires a Bachelors Degree in Accounting or an equivalent combination of education and experience CPA certification required in the respective state in which they are practicing Requires at least five years of job related experience in public accounting Requires prior supervisory experience