Completes difficult technical tasks independently with minimal supervision.
Demonstrates ability to research technical matters proficiently.
Work is reviewed for overall accuracy and completeness prior to final supervisory review.
Represents the firm by providing solutions to various client matters.
Senior accountants are expected to:
Accept all responsibility for routine engagements
Make basic decisions regarding routine work without supervisor’s input
Identify problems early in engagements and deal with such problems in a prompt and efficient manner
Handle multiple tasks simultaneously, accurately, and efficiently with minimal supervision, while still meeting deadlines
Accept increasing responsibility for engagement, business correspondence, and some research with little input from supervisor
Maintain communication with supervisors, managers and partners to ensure that the work process is continuing in an organized, efficient and professional manner
Develop relationships with clients
Become proficient at tax and accounting research including a knowledge of the reference sources available
Possess technical knowledge sufficient to supervise staff accountants
Know and understand the firms’ policies and procedures
Begin developing a command of pertinent IRC sections and regulations
Senior accountants are responsible for recurring engagement with little supervision. Duties may include the following:
All tasks performed by staff accountants especially more difficult engagements
Participating in several engagements simultaneously
Handling written correspondence with minimal supervision
Proficient use of all office equipment and various software programs including QuickBooks, Creative Solutions Accounting, File Cabinet, Practice, Easy, Microsoft Office and various tax software programs
Research on some engagements to be completed in a prompt, organized and accurate fashion.
Supervising staff on engagements (may include delegating duties)
Perform other duties as assigned from time to time by the engagement supervisors, managers or partners
Senior accountants are expected to develop professionally by:
Passing the CPA exam
Demonstrating ability to sell new services to existing clients and to begin to attract new business to the firm
Continuing participation in civic events, to project the firm’s image and attract new business
Learning new technology the firm introduces into the work environment
Being increasingly aware of the firm’s policies and procedures and beginning to develop suggestions for policy improvement
Senior accountants normally must have at least a college undergraduate degree and have completed at least 30 hours in college-level accounting courses.
Senior accountants normally have a minimum of three years’ experience as a staff accountant (or equivalent experience as deemed appropriated by the partners). Exceptional performance may warrant a quicker promotion.