Under limited supervision performs intermediate to advanced accounting functions related to assurance specifications. Employees in this job class perform as a lead by assigning work and providing guidance to lower level associates. This job class requires knowledge of intermediate accounting principles of which would be derived from several years of experience as an Experienced Associate and the ability to assign work, manage progress and meet deadlines.
- Leading Managing and Holding People Accountable (LMA)
- Learn and begin applying growth process (participates in assigned RC, pipeline support, COPs, etc.)
- Supervise the engagement (job) and ensures QC (technical) standards
- Takes care of the client (meets deadlines, timely communication)
- Develops engagement team (prepares staff to the next level)
- Understand and be able to explain the reasons behind the firm’s policies, procedures and practices and project management techniques.
- Possess technical knowledge sufficient to supervise lower level associates and lead engagements, including: coordinate work flow with client; resolve intermediate to advanced audit, accounting and client service issues; review work papers and other products produced by lower level associates; and keep engagement progressing as planned and budgeted.
- Prepare time budgets on engagements.
- Demonstrate ability to assist in the planning of audit or client engagements.
- Audit complex areas such as debt, derivatives and/or unusual transactions.
- Report day-to-day work to engagement or client manager.
- Ensure all work papers are complete, consistent, and contain procedures performed, evidence obtained, and conclusions reached.
- Prepare draft financial statements.
- Acquire skills (and/or refine) necessary to develop quality client relationships.
- Identify key issues facing clients and discuss possible solutions to increase quality and efficiency.
- Demonstrate complete command of all firm software.
- Develop a command of GAAP, GAAS, GAGAS** and any other common audit techniques.
- Exhibit strong communications skills (verbal; written; presentation) with lower level associates, management/partners, and clients.
- Provide timely performance and behavior feedback to lower level associates via verbal discussions and/or engagement evaluations.
- Minimum of 2, but typically 3 +, years of experience in public accounting, corporate accounting required.
- Bachelor’s Degree in accounting OR Bachelor’s Degree plus requisite accounting coursework.
- CPA preferred, if not a CPA, must meet educational requirements and actively sitting for the CPA exam as outlined by the Board of Accountancy in the state of your preferred office location
- Ability to be flexible in changing work priorities and handle numerous projects at the same time.
- Ability to act in a responsive manner to client inquires and requests; escalate the more difficult issues as necessary.
- Proven ability to communicate effectively both verbally and in writing.