Summary of Responsibilities
Perform a wide variety of diversified accounting, tax and audit assignments under the supervision of different partners and senior accountants. Engage in all areas of the firm’s tax, consulting and audit practice. Work closely with Partner-in-Charge on engagements.
Essential Functions
- Record transactions in ledgers; prepare trial balances and simple financial statements using computer software.
- Reconcile accounts to control accounts.
- Perform scheduled computations of accruals, property and equipment, and calculate depreciation expense.
- Prepare business and personal income tax returns, including appointments with clients.
- Assist in proofing financial statements, tax returns and other documents.
- Assist with responses to various taxing agencies.
- Perform QuickBooks Consulting and maintain proficiency with software.
- Prepare, or direct preparation of, complete financial statements and related reports for clients, including reviews and compilations.
- Perform other accounting and tax duties as needed in engagements and as assigned by Partners.
- Prepare payroll and sales tax returns.
- Perform all audit functions and tests as prescribed in applicable audit programs.
- Delegate specific audit programs and duties, providing training to junior staff members, review workpapers, financial statements and reports prior to final review.
- Prepare proposals and responses to bid requests for prospective audit clients as well as fee quotations for tax, payroll and accounting services.
- Maintain a working knowledge of all current auditing laws, statutes, etc.
- Provide insight and feedback to Partner-In-Charge of audit engagement.
- Prepare, or direct preparation of, complete financial statements and related reports for audit clients.
- Provide training to Staff Accountants as necessary.
Other Functions
- Participate in community and volunteer organizations
- Perform other duties as assigned by Partners
- Network with local business owners and managers to promote CDS.
Working Conditions
- Overtime will be required.
- Travel to client sites, meetings, and seminars will be necessary from time to time.
Education, Experience, and Skills Required
- Three or more years of accounting experience required.
- Accounting degree required.
- CPA designation, or desire to obtain the CPA designation, preferred.
- Well-rounded knowledge of accounting and auditing principles and personal income tax.
- Experienced in QuickBooks preferred.
- Ability to communicate effectively and professionally with clients and other staff.
- Flexible, team player.
- Maintain strict confidentiality.
