Responsible for conducting several client engagements simultaneously, while working under the limited direction of a Partner/Manager.
Plan engagements, budget time and expenses, monitor actual performance against budget, prepare accurate and complete work papers, and prepare completed and reviewed financial statements for suitability of presentation and adequacy of disclosures.
Execute complex Accounting Services assignments in the areas of payroll tax returns, sales tax returns, and complex corporate, partnership and individual tax returns.
Communicate engagement needs to the client
Recognize extended services opportunities
Cultivate effective relationships with client and staff
Keep current on professional pronouncements in both accounting and tax
Training and develop staff
Proactively participates in professional development opportunities, i.e. Mentoring Program
Qualifications
BBA/BS/MS in Accounting
Licensed CPA
Knowledge of Generally Accepted Accounting Principles (GAAP) and Tax Law
