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.