Senior Accountant
Position Purpose/Summary:

The Senior Accountant is responsible for larger more complex engagements and may manage multiple engagements simultaneously. This position assumes responsibility for supervising engagements and special assignments; can review working papers and financial statements and can communicate with clients on a one-on-one basis. This position may also be responsible for mentoring and supporting team members in meeting clients and self-development expectations.

Duties & Responsibilities:
  • Assumes responsibility for managing engagements and special assignments using established firm policies and procedures.
  • Coordinates various phases of engagement plans engagements, budgets time and expenses, monitors actual performance against budget, reviews working papers for accuracy and completeness, and reviews financial statements.
  • Develops and is accountable for the assignment work plan and ensures assigned tasks and responsibilities are achieved
  • Plans, organizes and controls multiple responsibilities and resources to achieve assigned objectives
  • Helps develop solutions for clients and manages implementation of ideas
  • Communicates engagement progress, problems, resolutions, financial information, tax activity and other business concerns with clients
  • Works with co-workers on assignments to anticipate project issues, assess alternatives, and take appropriate measure to resolve assignment issues
  • Identifies client needs and opportunities, and identifies cross selling and new service opportunities
  • Supports partners in developing new initiatives to increase retention, meet resourcing needs, utilization and people development
  • Develop functional specialization and/or industry expertise
  • Establishes and actively works to build a network and focus on business development
  • Develop a specialty designation or begin to obtain a masters

  • 3 years of current Public Accounting Experience
  • BA/BS Degree in Accounting (preferably a masters)
  • CPA Certification
  • Proficiency with tax software, MS Office, and working knowledge of QuickBooks
  • Strong client rapport and project management skills
  • Strong technical knowledge and skills
  • Strong problem-solving capabilities
  • Ability to multi-task and manage multiple projects simultaneously
  • CPA or CPA in progress
Travel Requirements:
  • Regular same day travel for work at client’s facilities, meetings, and seminars is required using personal vehicle.
  • On a rare occasion, out-of-town travel with overnight stay for work at clients, meetings or seminars is required using personal vehicle.
  • This position requires employees to have their own means of transportation.
  • It is generally expected that this position will work in the office or onsite at a client’s facility during the workweek, from the hours of 8:30am – 5:00pm, Monday through Friday.