Job Description

Position Purpose/Summary:

The Senior Accountant is responsible for larger more complex engagements and may manage multiple engagements simultaneously. This position assumes responsibility for supervising engagements and special assignments; can review working papers and financial statements and can communicate with clients on a one-on-one basis. This position may also be responsible for mentoring and supporting team members in meeting clients and self-development expectations.

Duties & Responsibilities:

• Assumes responsibility for managing engagements and special assignments using established firm policies and procedures.
• Coordinates various phases of engagement plans engagements, budgets time and expenses, monitors actual performance against budget, reviews working papers for accuracy and completeness, and reviews financial statements.
• Develops and is accountable for the assignment work plan and ensures assigned tasks and responsibilities are achieved
• Plans, organizes and controls multiple responsibilities and resources to achieve assigned objectives
• Helps develop solutions for clients and manages implementation of ideas
• Communicates engagement progress, problems, resolutions, financial information, tax activity and other business concerns with clients
• Works with co-workers on assignments to anticipate project issues, assess alternatives, and take appropriate measure to resolve assignment issues
• Identifies client needs and opportunities, and identifies cross selling and new service opportunities
• Supports partners in developing new initiatives to increase retention, meet resourcing needs, utilization and people development
• Develop functional specialization and/or industry expertise
• Establishes and actively works to build a network and focus on business development
• Develop a specialty designation or begin to obtain a masters

Requirements

• 3 years of current Public Accounting Experience
• BA/BS Degree in Accounting (preferably a masters)
• CPA Certification
• Proficiency with tax software, MS Office, and working knowledge of QuickBooks
• Strong client rapport and project management skills
• Strong technical knowledge and skills
• Strong problem-solving capabilities
• Ability to multi-task and manage multiple projects simultaneously

Certification/Licenses:

• CPA or CPA in progress

Travel Requirements:

• Regular same day travel for work at client’s facilities, meetings, and seminars is required using personal vehicle.
• On a rare occasion, out-of-town travel with overnight stay for work at clients, meetings or seminars is required using personal vehicle.
• This position requires employees to have their own means of transportation.
• It is generally expected that this position will work in the office or onsite at a client’s facility during the workweek, from the hours of 8:30am – 5:00pm, Monday through Friday.