· Maintaining steady contact with the client throughout the year, which involves a thorough knowledge of the client including all
facets of the client’s business rather than mere routine attendance to immediate problems
· Experience in the following affordable housing areas: HUD insured mortgages, Section 8 rental assist. programs, Rural
Development programs, Low Income Housing Tax Credits, Bond finance affordable housing and cost certification exper.
- Reviewing the engagement prior to the review by partner, answering any questions the client may have, and ensuring that there’s
a complete understanding of the nature and terms of the engagement
· Consistently demonstrating the ability to identify and properly account for technical issues/areas in each engagement assigned.
· Knowing the client’s impression in regard to the conduct of the engagement
· Expanding expertise in their assigned areas
· Keeping the partners informed of all important developments in the work, analyzing the major problems that occur and/or
potential problems and recommending solutions
· Dealing directly with the client’s attorneys or brokers
· Communicating assurance and accounting developments to the firm
· Managing an engagement in relation to budgeted time and scheduled dates of completion
· Following the progress of work, during an engagement, in relation to budgeted time and scheduled dates of completion; spending
as much time as possible with the client’s management group.
· Following the report through processing, answering any questions that arise and supervising distribution according to the client’s
instructions
· Preparing bills for clients for review by Practice Area Leader (PAL) in a timely and efficient manner
· Promoting the most efficient operation of the firm by scheduling engagements and managing professional personnel
· Participating in firm administrative functions/projects as assigned by partners/principals
· Beginning to understand the firm’s philosophy; aligning with philosophies and views held by the partners
· Meeting with prospective clients and assisting with preparation of proposals
· Recognize opportunities to provide additional services (cross-selling) to clients
· Supervising staff, seniors, and supervisors and evaluating their performance and providing them with feedback in regard to the
evaluations
- Must be CPA certified
- Bachelor’s and/or advanced degree in accounting
- 5-7 years’ experience in public accounting with heavy affordable housing industry experience
- Minimum of 1-2 years’ experience as a Supervisor (or equivalent experience as deemed appropriate by the partners/principals)
- Membership in AICPA as applicable
- Proficiency in use of computers, accounting software programs and assurance software programs
- Completion of career development CPE requirements designed to enhance management and communication skills
- Excellent time management and organizational skills
- Displays initiative, creativity and imagination
- Valid driver’s license and good Motor Vehicle Record