About this Job:

Supervisory Responsibilities

· Perform and supervise a range of auditing, tax, and accounting issues from start to finish and oversee larger, more complex engagements.

· Plan and coordinate the various phases of the fieldwork such as staff requirements, logistics, audit programs, and time budgets.

· Schedule, delegate, and review the work of staff members, support on-the-job training, and evaluate staff performance.

· Guide the decision-making process on all but the most unusual audit and accounting matters.

· Ensure complete and timely engagement wrap-up to include preparation and/or review financial statement and tax return.

· Schedule, plan and establish work priorities for the team.

· Ensure that appropriate skill level of staff is assigned to various files undertaken.

· Participate in business development initiatives and take on a leadership role in mentoring and training staff.

· Involvement in evaluations and compensation recommendations for all staff.

· Undertake a significant administrative role in firm. For example: Interviewing and hiring for all levels up to manager position.

· Minimum available hours to be chargeable as specified on an annual basis.

Accounting, Audit and Tax Responsibilities

· Demonstrated ability to research and disseminate GAAP and GAAS issues and pending and proposed GAAP and GAAS.

· Evaluate the client's internal controls, prepare an audit program outlining the extent of sampling required, and schedule the engagement.

· Review working papers for accuracy and completion, financial statements for suitability of presentation and adequacy of disclosures, tax returns, and documentation of discussions with clients.

· Break down complicated tax returns into tasks for staff accountants to complete, review tax returns, and suggest client tax planning.

· Keep the Partner updated of the progress of the engagement, consult with them on problem areas, review with them any significant audit findings, and recognize client service opportunities to follow-up on post fieldwork.

· Participate in special projects as requested by Partner.

· Assisting in the development and implementation of tax planning strategies for various clients.

· Prepare practical and creative solutions to the client's tax situation and arrive at appropriate conclusions.

Development Responsibilities

· Is the primary point of contact for a group of clients.

· Guides progress of multiple engagements while maintaining client satisfaction.

· Actively seek opportunities to expand services to existing clients and develop new business. · Ability to interact with clients and potential clients to help drive business development.

Open to hybrid schedules

Administrative Responsibilities

· Promote and uphold the firm's policies and procedures, and become knowledgeable in the firm's services.

· Review WIP on a timely basis and prepare invoices.

· Prepare regular and timely staff evaluations.

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