Summary of Responsibilities
Performs most work assigned with a minimum of assistance. Often leads a number of staff accountants, in-structs them in work to be performed, reviews the work done, and directs necessary revisions. Is able to make decisions on most accounting matters. When unusual problems arise, outlines them for the manager or princi-pal/shareholder 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.
- Performs diversified accounting and tax assignments under the direction of supervisors.
- Demonstrates competency in technical skills, work quality, and application of professional and firm standards.
- Meets time constraints and client deadlines.
- Participates in planning and scheduling client engagements.
- Directs and instructs assistants, where applicable, in work to be performed and working paper review.
- Performs the broadest range of accountant tasks so that direct participation of supervisors, managers, or principals/shareholders is kept to a minimum.
- Prepares other reports, projects, and duties as may be assigned.
- Knows and understands the reason behind the firm’s policies and procedures.
- Possesses technical knowledge sufficient to supervise staff accountants.
- Begins acquiring the skills necessary to develop quality client relationships and loyalty.
- Begins developing a command of pertinent IRC sections and regulations.
- Manages basic to intermediately complex tax compliance and planning projects from start to finish.
- Prepares complex tax returns.
- Reviews tax returns, bookkeeping and accounting projects.
- Prepares compilations.
- Proficient at tax research including knowledge of the reference sources available to the firm.
- Assumes responsibility for the supervision of tax return preparation engagements.
- Mastered responsibilities and position requirements of Tax Associate – Experienced.
- Minimum of 24 to 36 months full-time experience (including normal overtime requirements) having worked at least two busy seasons while demonstrating a progression in complexity of accounting tasks and tax knowledge.
- Eligible to sit for the CPA exam.
- Demonstrates good project management skills.
- Bachelor’s degree or master’s degree with required accounting hours to sit for the CPA exam.
- Minimum of 40 hours of continuing professional education is required each year.
Required Licenses, Certificates, or Knowledge
- Mastered responsibilities and position requirements of experienced Tax Staff and is beginning to func-tion in the role of Tax Senior.
- 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.
- Proficiency in use of computers and computer accounting and tax software programs.
Work Environment and Physical Requirements
- Requires the ability to work overtime, as necessary, in order to meet client imposed and/or government mandated filing deadlines.
- Requires the ability to meet the demands of a fast paced, deadline oriented environment.
- Requires the ability to manage multiple and conflicting tasks requiring excellent organization and task prioritization skills.
- Requires the ability to use diplomacy when interacting with co-workers, superiors and clients.
- Requires the ability to remain sedentary; only occasional walking and standing are required.
- The noise level in the office environment is moderate (office equipment, telephones, etc.).