Qualifications
Responsibilities
Benefits
Essential functions
Client Accounting Services
Perform client accounting fieldwork and engagement activities with increasing independence and limited supervision from senior team members and firm leadership
Prepare and review bank reconciliations, trial balances, account reconciliations, journal entries, adjusting entries, and supporting accounting schedules
Prepare and review write-up engagements, compilations, financial statements, and related client deliverables
Apply accounting principles, professional standards, and firm procedures to assigned client engagements
Analyze accounting records and supporting documentation for completeness, accuracy, and consistency
Identify accounting issues, unusual transactions, discrepancies, and potential areas of concern and communicate findings to senior team members
Research and resolve routine to moderately complex accounting issues with appropriate guidance
Assist with month-end, quarter-end, and year-end accounting activities
Identify opportunities to improve accounting processes, efficiency, and client service.
Review work prepared by less experienced staff, as assigned, and provide constructive feedback
Tax Services
Prepare and review payroll, sales, property, and other applicable federal, state, and local tax returns
Prepare routine to moderately complex individual, corporate, partnership, fiduciary, and nonprofit tax returns
Assist with complex, consolidated, unitary, and multi-state tax returns as assigned
Conduct tax research and analyze applicable tax laws, regulations, and professional guidance
Identify tax issues and communicate recommendations or areas requiring additional review to senior team members
Assist with individual and business tax planning and compliance activities.
Maintain awareness of changes in federal, state, and local tax regulations and assess their potential impact on assigned engagements
Assist with the development of tax planning opportunities and recommendations for clients
Review tax work prepared by less experienced staff, as assigned
Engagement Management & Support
Participate in engagement planning and assist in establishing appropriate timelines, procedures, and deliverables
Prepare confirmations, engagement letters, planning documentation, and other engagement materials
Organize and maintain engagement files in accordance with firm standards and procedures
Complete assigned engagement procedures within established budgets, deadlines, and quality expectations
Manage assigned portions of client engagements with limited supervision.
Maintain accurate, complete, and well-organized workpapers and supporting documentation
Identify potential engagement risks, scope changes, budget concerns, and scheduling issues and communicate them to senior team members in a timely manner
Assist senior team members with client meetings, presentations, and deliverables
Provide guidance and support to staff-level team members on assigned engagement activities
Client Service
Respond to routine and moderately complex client inquiries and requests in a timely and professional manner
Communicate directly with clients regarding accounting, tax, and engagement matters within the scope of assigned responsibilities
Develop a strong understanding of client needs, business operations, accounting practices, and financial objectives
Build and maintain effective working relationships with clients, engagement teams, and firm leadership
Anticipate client needs and identify opportunities to improve the client experience
Identify potential additional client needs and communicate opportunities to appropriate engagement leaders or firm professionals
Escalate complex or sensitive client matters appropriately
Professional Development & Technical Knowledge
Maintain and expand technical knowledge of accounting principles, tax regulations, and professional standards
Stay current on relevant federal, state, and local tax requirements and accounting developments
Apply professional pronouncements and technical guidance to assigned client engagements
Participate in continuing professional education and firm-sponsored training programs
Pursue CPA licensure or maintain applicable professional certifications
Seek guidance when encountering complex or unfamiliar accounting, tax, or client matters
Apply feedback to improve technical knowledge, efficiency, quality, and client service
Share technical knowledge and best practices with less experienced team members
Team Leadership & Development
Provide guidance, coaching, and support to staff-level team members on assigned engagements
Assist with onboarding and training of new team members as requested
Review work prepared by less experienced colleagues and provide timely, constructive feedback
Serve as a resource to junior team members regarding accounting, tax, engagement procedures, and firm processes
Promote a collaborative and supportive team environment.
Demonstrate leadership through effective communication, accountability, and professional conduct
Firm & Professional Responsibilities
Comply with professional standards, regulations, and ethical requirements of the AICPA, applicable state societies, and other governing organizations.
Maintain confidentiality of firm and client information at all time
Follow firm policies, procedures, quality standards, and requirements outlined in the employee handbook and other applicable guidance
Conduct oneself in a professional manner in all interactions with clients, colleagues, and external parties
Manage assigned responsibilities within engagement budgets and established deadlines
Support firm realization and productivity objectives through effective time and workload management
Maintain accurate and timely records of hours worked
Contribute to firm initiatives, committees, training, and other activities, as assigned
Supervisory responsibilities
None
Work environment
Work is conducted in a professional office environment with minimal distractions
Physical demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift up to 15 pounds at a time
Travel required
Limited travel may be requested for attending events, conferences, or internal meetings
Required education and experience
Bachelor's degree in accounting, finance, business, or a related field, or equivalent relevant work experience
2 - 4 years of relevant accounting, tax, or public accounting experience
CPA license or actively working toward CPA licensure preferred
Completion of applicable continuing professional education requirements
Demonstrated proficiency in Microsoft Excel, including the ability to analyze, organize, and manage financial data effectively
Proficiency with Microsoft Office Suite, spreadsheets, tax preparation software, trial balance software, time-entry systems, word processing, and internet research tools
Working knowledge of professional accounting and auditing standards, including FASB, SAS, GAAS, and GAAP
Strong understanding of general ledger accounting structures and financial reporting processes
Ability to analyze, reconcile, and interpret accounting and financial data
Preferred education and experience
Experience with QuickBooks Online
Strong interpersonal skills
Effective written and verbal communication skills
Accurate, organized, and timely work habits
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
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