Accountant I

Role Success Factors

CLIENT SERVICE EXCELLENCE

• Understands and meets client deadlines
• Conducts self-review of work 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 requests/questions
• Maintains high level of organization (open items listing, PBC list, client files, workpapers)

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 advisors within Firm to help achieve aspirations

PRODUCTIVITY & BUSINESS GROWTH

• Develops an understanding of the service capabilities and offerings of the firm
• Achieves productivity and realization goals
• Directs client concerns/problems to appropriate team member and provides input for appropriate response

EXPERTISE

• Develops understanding of all Firm software and tools
• Analyzes client information and prepares tax returns and/or financial statements
• Retains learning/knowledge from one client to the next; continuously applies and builds on prior learning
• Organizes facts, analyzes and interprets information/research according to client circumstances
• Understands 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

• B.A./B.S. degree
• Foundational understanding of tax law and accounting standards
• Basic accounting skills
• Basic analytical skills
• Solid interpersonal skills
• 0-1 years of public accounting experience