A supervisor is expected to:
• Take charge of all engagements with the exception of the unusual or extremely complex (this includes responsibility for all decisions and delegation of work to lower-level staff)
• Communicate effectively all aspects of work performed to clients, staff, managers, and partners (this includes both oral and written communication)
• Take responsibility for examining all staff work including tax returns, audit work papers, financial statements, etc.
• Demonstrate self-assurance when dealing with staff and clients on all matters
• Work directly with clients to meet their needs, while communicating status of all clients to partners
• Make sure that work is completed promptly and within predetermined budgets
• Contribute to staff performance reviews
• Train lower staff level
Supervisors are responsible for most engagements. Duties may include the following:
• Supervising staff, delegating portions of engagements, and taking responsibility for decisions relating to engagements
• Distributing work load to ensure maximum staff productivity, ensuring that lower-level staff work is performed by appropriate personnel, and supervising work schedules of all subordinates
• Assuming some responsibility for administrative functions including staff evaluations, budget preparation, staff training and recruiting, and contributing to the firm’s policies and communicating these policies to the staff
• Preparing engagement budgets
• Becoming proficient in special client services
• 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
• Perform other duties as assigned from time to time by the firm’s partners
Supervisors are expected to develop professionally by:
• Acting as a staff mentor by providing guidance and serving as a professional role model
• Becoming more conscious of the need to increase the firm’s growth through new business, identifying new services that may be sold to clients, and continuing to attempt to attract new clients
• Continuing to promote the firm’s image through participation in civic, professional, and business organizations, including speaking engagements and seminars
• Learning new technology the firm introduces into the work environment
• Develop firm practice aids, training tools and policy improvements
• Working with management on in-house training programs, including CPE and other presentations
Supervisors must have at least a college undergraduate degree and have completed at least 30 hours in college-level accounting courses.
Supervisors normally have a minimum of five years relevant experience in public accounting (or equivalent experience as deemed appropriate by the partners). Exceptional performance may warrant a quicker promotion.
Required licenses and certificates
Supervisors must be Certified Public Accountants.