Accountant

Role Success Factors

CLIENT SERVICE EXCELLENCE

• Understands client deadlines
• Scopes engagement, manages client expectations, ensure client satisfaction, and communicates upward
• Monitors project due dates in Workstream and coordinates the timely delivery of all Outsourced Accounting Projects
• Conducts self-review of work before submission to reviewer
• Make corrections based on self-review before submission to reviewer
• Takes ownership of assignments and takes responsibility for service quality, thoroughness, and accuracy
• Learns from mistakes and changes approach/actions
• Acts in a professional manner at all times
• Clearly articulates requests and questions to client; takes notes to avoid repeat request/questions
• Maintains high level of organization (open items listing, PBC list, client files, workpaper)

PEOPLE MANAGEMENT/RELATIONSHIPS

• Directs internal questions/issues to the appropriate levels/person
• Builds effective working relationships with fellow team members
• Proactively informs appropriate team members of work status and effectively communicates in weekly team meeting
• Takes the initiative to be a team player and adapts to different personalities and working styles
• Takes ownership of personal career goals and seeks out advisor within Firm to help achieve aspirations

PRODUCTIVITY & BUSINESS GROWTH

• Produces quality deliverables on time, in scope and within budget
• Achieves productivity and realization goals
• Directs client concerns/problems to appropriate team members and provides input for appropriate response

EXPERTISE

• Ability to manage workflow for on-time delivery
• Understands and effectively uses all Firm software and tools
• Analyzes client information and prepares financial statements
• Retains learning/knowledge from one client to the next; continuously applies and build on prior learning
• Seeks and identifies opportunities for developing efficiencies in client work
• Organizes facts, analyzes, and interprets information/research according to client circumstances
• Understands payroll tax and accounting regulations and how they apply to each engagement
• Understands limits of personal knowledge; asks questions and seeks assistance to clarify technical issues

Key Skills To Accelerate Your Career

• Good team player with a positive attitude and a willingness to learn
• Displays initiative to take on new work outside of comfort zone and applies knowledge learned
• Takes ownership of personal career goals and seeks out advisors within the Firm to help achieve aspirations
• Displays problem-solving skills and effective, insightful, and timely communication skills
• Works independently and consistently produces a high-quality work product

Requirements

Minimum Entry Requirements

• Strong project management skills
• Strong technical skills in payroll, client write-up and outsourced accounting systems
• Solid interpersonal and communication skills
• Intermediate understanding of accounting and payroll tax standards
• Intermediate accounting skills
• Intermediate analytical skills