- Maintain contact with clients throughout the business year. This presupposes a thorough knowledge of the client and all facets of business rather than a mere routine attendance to immediate problems.
- Provide clients with proper quarterly tax planning and consulting and prepare complicated tax returns.
- Prepare client correspondence.
- Provide support and offer training as needed to clients and their staff.
- Return client phone calls and emails by the end of the day or beginning of the next day.
- Attend new client installation/strategy meetings.
- Maintain current section load of 75-90 monthly clients and replace drops when necessary.
- Review monthly financial statements within 24 hours of completion by the bookkeeper.
- Evaluate the reasonableness of depreciation methods and lives used.
- Discuss fee adjustments with the principal/partner as necessary.
- Review with the principal any significant findings that raise question involving accounting principles, tax or financial statement presentation and disclosure.
- Coordinate the various phases of a monthly write-up or year-end engagement with the principal or partner and client including scheduling requirements, visiting client locations when necessary, engagement planning in accordance with applicable professional standards, and planning the overall logistics and successful completion of the engagement.
- Prepare or review financial statements, notes, schedules, and management letters for later discussion between the principal or partner and the client.
- Take a leading role in expanding additional firm services to clients and ask for referrals.
- Participates as a reliable knowledge resource and solution generator in client meetings and sales opportunities.
- Anticipates alternations in management processes and promotes changes within the firm.
- Support the training of staff members, offer guidance and direction, and give constructive comments of work performed. Assist in the recruiting process as needed.
- Prepare evaluations of bookkeepers, staff, and senior accountants’ performance and discuss and improvements necessary for their professional development.
- Contributes job time to coaching/training staff in software knowledge, business processes, research skills, technical expertise, and project management.
- Allocates assignments properly based on risk, status, and staff development opportunities, ensuring that staff members have potential to grow/advance within firm.
- Capable of balancing own work and training staff within firm.
- Produces current and constructive feedback, positive or negative, to firm staff.
The successful candidate will exhibit the following success factors:
- Accepts ownership of personal career objectives and seeks out mentors/coaches within the firm to help reach aspired goals.
- Fosters loyalty and trust with clients and firm staff.
- Perceives firm business development opportunities through existing or new contacts.
- Helps promote firm brand through interacting with clients and personal network.
- Thinks strategically and acts swiftly to capitalize on existing or new business opportunities.
- Approaches clients in a professional manner and presents a sense of wanting to help the client succeed; has solid communication skills.
Minimum Entry Requirements:
- B.A./B.S. degree from accredited college (Accounting degree preferred).
- Prior work experience in private or public accounting.
- Expert accounting skills & thorough knowledge of tax law/rules.
- Thorough understanding of GAAP.
Interested, qualified candidates for any available job opportunity should a cover letter and resume to firstname.lastname@example.org.