ASSURANCE SUPERVISOR/MANAGER

Responsible for the overall attest engagements.  This position reports to the partners. This job description is not intended to be all-inclusive. Employees may perform other related duties as required to meet ongoing needs. 

Our Vision for this position  

We envision our Assurance Manager & Supervisor to not only be a senior assurance technician who can complete an Accounting or Assurance engagement to the level of minimal review & rework by the tax manager/partners, but also someone who can also coordinate & manage assurance engagements (and other returns & engagements as needed in the absence of another Manager).  This unique person would need to be super organized and begin documenting our workflows, standardizing our work product and internal processes, bringing consensus among the staff accountants and championing a unified "P&R way" of doing things.  He/she would also be responsible for being the "go-to" expert on the various ASSURANCE apps & tools available to streamline our ASSURANCE offerings such as Confirmation.com, Workpaper CS, ProfitCents, CheckPoint Research, etc.  This person will not only be training the new staff on our "App Stack" but also identifying clients who could benefit from a more streamlined process (Apps), meeting with and selling those clients on the benefit, on-boarding those clients and then transitioning the ongoing maintenance of those clients to the accounting staff. The ultimate goal would be to become an ASSURANCE resource not only for the internal staff but for our clients as well. The conversion of manual client accounting processes into a standardized, possibly more automated, workflow either supervised or assisted by the firm.  Cross Selling/upselling, developing and supervising “CAAS” & “ASSURANCE” engagements under the Thomson Reuters Practice Forward model will be a big part of the job function. 

Duties & Responsibilities: 

• Accountable for the management and completion of audits, reviews, compilations, and agreed-upon engagements. 

• Develop and implement auditing procedures and programs. 

• Supervise and conduct independent audits for for-profit and non-profit clients, 401(k) audits, and single audits in an electronic format. 

• Implement Standards updates to all the affected firm personnel to insure everyone is compliant with current standards  

• Maintain Quality Control Program and Peer Review Program 

• Provide supporting workpapers and assistance to tax department to enable them to efficiently prepare the related tax returns of attest engagement clients. 

Supervisory Responsibilities: 

Manage and train employees in the auditing and accounting department.  

Employees from the tax department may also be utilized in auditing procedures as necessary.   Being sensitive to the need for cooperation between departments and the time constraints other staff members may be experiencing is critical. 

Provide status updates to Audit Partner of all active engagements on a regular basis. 
 
Education/Experience: 

• CPA license 

• 5+ years of financial statement audit experience at a public accounting firm.  Public accounting experience must be recent, at most 3 years removed. 

Requirements: 

• Experience working with privately held clients is a plus.  

• Industry experience is strongly desired in these major areas 

• manufacturing 

• real estate 

• construction 

• franchisors  

• not-for-profit 

• "Single audit" and GAAS experience needed 

• 401k limited scope audit experience 

• Ability to manage multiple projects and effectively delegate 

• Proficiency needed in the following applications 

• QuickBooks  

• PPC Practice Aids  

• Workpapers CS or other electronic based audit software 

• Excel and Word 

 Interpersonal Skills:  

• Exhibits time management and organization skills.  

• Develops entrepreneurial approach to client service and good working relationships with client personnel.  

• Builds new and existing client relationships and demonstrates basic knowledge of clients’ businesses.  

• Develops means of communication to clients and persons responsible for maintaining relationship with clients.  

• Accepts volunteer positions in community organizations.  

• Continues to develop industry expertise.  

• Understands firm ethics and demonstrates them consistently.  

• Develops a broad general knowledge of economic, political, and business conditions. 

• Performs such other duties as may be assigned.  

 ASSURANCE ACCOUNTANT

Responsible for the overall attest engagements.  This position reports to the Assurance Manager. This job description is not intended to be all-inclusive. Employees may perform other related duties as required to meet ongoing needs.  

 Our Vision for this position   

We envision our Assurance Staff to be sharp, enthusiastic, and empathetic professionals who can work and can thrive in a challenging, dynamic environment. Our Assurance Staff are encouraged to develop their own ideas about how to attain reasonable assurance with minimal time commitment. We encourage our staff to ask questions and offer solutions, as we believe wisdom comes from all levels in our organization. 

Duties & Responsibilities:  

• Perform analytical procedures 

• Perform substantive testing 

• Prepare audit programs and correspondence letters 

• Make sampling selections  

• Maintain an emphasis on quality control and assist, as needed, with the peer review program 

• Work independently, while understanding when you ask for assistance. 

Education/Experience:  

• Undergraduate degree in accounting. 

• 0-2 years of financial statement audit experience at a public accounting firm.  Public accounting experience must be recent, at most 3 years removed.  

Requirements:  

• Experience working with privately held clients is a plus.   

• Industry experience is strongly desired in these major areas  

• manufacturing  

• real estate  

• construction  

• franchisors   

• not-for-profit  

• "Single audit" and GAAS experience is a plus. 

• 401(k) audit experience is a plus. 

• CIRA audit experience is a plus. 

• Proficiency in the following applications is required; 

• Excel or Word 

• Proficiency in the following applications is a plus; 

• QuickBooks 

• PPC Checkpoint Tools  

• Workpapers CS or other electronic based audit software   

Interpersonal Skills:   

• Exhibits time management and organization skills.   

• Demonstrates basic knowledge of clients’ businesses.   

• Accepts volunteer positions in community organizations.   

• Continues to develop industry expertise.   

• Understands firm ethics and demonstrates them consistently.   

• Develops a broad general knowledge of economic, political, and business conditions.  

• Performs such other duties as may be assigned.   

 CAAS SUPERVISOR/MANAGER

This individual will lead and manage multiple tax engagements to deliver quality tax services for our clients. This position offers excellent opportunities for leadership and career advancement to the right candidate. 

Our Vision for this position  

We envision our Client Accounting & Advisory Services (CAAS) manager to not only be a senior tax preparer who can complete a tax return to the level of minimal review & rework by the tax manager/partners, but also someone who can coordinate & manage write-up work, payroll processing & returns (we process most of our returns through ADP), sales tax returns, tangible returns, and preparation of non-attest financial statements (or other engagements in the absence of another Manager).  This unique person would need to be super organized and begin documenting our workflows, standardizing our transmittal letters and processes, bringing consensus among the staff accountants and championing a unified "P&R way" of doing things.  He/she would also be responsible for being the "go-to" expert on the various apps available to streamline our CAAS offerings such as Xero, QBO, Bill.com, LedgerSync, Gusto, etc.  This person will not only be training the new staff on our "App Stack" but also identifying clients who could benefit from a more streamlined process (Apps), meeting with and selling those clients on the benefit, on-boarding those clients and then transitioning the ongoing maintenance of those clients to the accounting staff. The ultimate goal would be to “package” the conversion of manual client accounting processes into a standardized, possibly more automated, workflow either supervised or assisted by the firm.  Developing and supervising “Advisory” engagements under the Thomson Reuters Practice Forward model will be a big part of the job function. 

Duties & Responsibilities:

• Develop and maintain professional relationships with clients and consult with them regularly concerning financial statements, budgeting, forecasting, processes & procedures and other general business issues. 

• Prepare and/or review financial statements for clients across multiple industry sectors. 

• Develop and streamline accounting and financial planning and analysis. 

• Provide suggestions and ideas for cost reduction and efficiency gains. 

• Maintain organized work papers and supporting documentation. 

• Affirm budgeted engagement hours and deadlines. 

• Schedule internal and external deadlines to meet client expectations for delivery. 

• Lead and supervise multiple client service teams on multiple engagements assuring timely billing, collections and support of operational processes. 

• Work closely with the Tax manager and Assurance manager to coordinate scheduling of Client Accounting & Advisory (CAAS) Team. 

• Identify and communicate accounting matters to senior managers and partners. 

• Lead by example to positively impact employee morale. 

• Inspire, train and mentor junior staff members to enable them to reach their maximum potential and provide constructive feedback as necessary. 

• Regularly look for opportunities, recommendations, and additional firm services that could benefit clients. 

• Represent the firm in community activities and professional associations. 

• Preparation of complex federal and state income taxes for individuals, businesses, real estate, and exempt organizations; review tax returns as assigned, especially those prepared by your team or mid to basic level returns prepared by the tax team. 

• Analyze notices and prepare internal memoranda, written correspondence/guidance and other documents for submission to the IRS, Treasury Department or state and local taxing authorities. 

• Assist Tax Manager by performing complex tax research. 

• Prepare tax planning estimates/projections. 

• Recommend tax saving strategies to clients and staff on engagements. 

• Manage the firm’s relationship with ADP (Retail & Wholesale)  

• Manage Payroll, Personal Property Tax, Sales Tax, & Accounting (& AJE) engagements 

Education/Experience: 

• Bachelor's degree in accounting or finance. 

• CPA Certification preferred 

• 4-6+ years prior experience in public accounting experience preferred 

• Significant supervisory experience (2 years plus). 

• Experience preparing individual, business, real estate and exempt organization tax returns. 

• Tax (federal and state) research skills. 

• Strong accounting foundation and analytical skills. 

• Strong computer skills: proficiency in Tax software, Excel, Word. 

• Excellent interpersonal, oral and written communication skills. 

• Detail oriented & ability to multi-task. 

Interpersonal Skills:  

• Exhibits time management and organization skills.  

• Coordinates recruitment, orientation and training of tax related staff. 

• Develops entrepreneurial approach to client service and good working relationships with client personnel.  

• Builds new and existing client relationships and demonstrates basic knowledge of clients’ businesses.  

• Maintains contact with peers, develops network of business contacts, meets with prospective clients and cultivates referrals.  

• Develops means of communication to clients and persons responsible for maintaining relationship with clients.  

• Accepts volunteer positions in community organizations.  

• Continues to develop industry expertise.  

• Serves as a role model for other staff in reflecting firm values, procedures and service model.  

• Understands firm ethics and demonstrates them consistently.  

• Develops a broad general knowledge of economic, political, and business conditions. 

• Maintains an attitude of “Life Long Learning”. 

• Performs such other duties as may be assigned.  

CAAS ACCOUNTANT

This individual is responsible for preparation and participation in accounting (as well as Tax and Assurance, where applicable) engagements to deliver quality accounting services for our clients. This position offers excellent opportunities for growth and career advancement to the right candidate. 

Our Vision for this position  

We envision our Staff Level Accountants to function as a support team for all aspects of the firm: Tax, CAAS & Assurance.  This will enable them to gain exposure to all areas of client services until an area of interest and expertise emerges.  Staff Accountants Team Members are expected to become strong at accounting, preparing financial statements, cleaning up Trial Balances, etc., and also prepare write-up work, payroll returns (we process most of our returns through ADP), sales tax returns, tangible returns, and preparation of non-attest financial statements.  They would also be expected to learn our various apps, our “tech stack”, available to streamline our CAAS offerings such as Xero, QBO, Bill.com, LedgerSync, Gusto, etc., as well begin to show interest and develop experience in one or more of our industry segments: Healthcare, Transportation & Logistics, Restaurants & Hospitality, Not for Profits, Manufacturing & Distributions, and Construction. 

Duties & Responsibilities: 

• Develop and maintain professional relationships with clients and consult with them regularly concerning financial statements, budgeting, forecasting, processes & procedures, and other general business issues. 

• Prepare and/or review financial statements for clients across multiple industry sectors. 

• Develop and streamline accounting procedures. 

• Provide suggestions and ideas for cost reduction and efficiency gains. 

• Maintain knowledge of P&R “Tech Stack” of Accounting Apps for firm & clients 

• Maintain organized work papers and supporting documentation. 

• Affirm budgeted engagement hours and deadlines. 

• Schedule internal and external deadlines to meet client expectations for delivery. 

• Identify and communicate accounting matters to senior managers and partners. 

• Lead by example to positively impact employee morale. 

• Regularly looks for opportunities, recommendations, and additional firm services that could benefit clients. 

• Provides the client and other members of the P&R Team with a clean set of books. 

• Prepares various tax returns such as Personal Property Tax, Payroll Tax and Sales Tax. 

• Preparation of federal and state income taxes for individuals, businesses, real estate, and exempt organizations. 

• Analyze notice and prepare internal memoranda, written correspondence/guidance and other documents for submission to the IRS, Treasury Department or state and local taxing authorities. 

• Manage multiple clients, budgets and production goals. 

• Perform tax research. 

• Prepares tax planning and estimates/projections. 

• Maintain good workflow and provide feedback for greater efficiency. 

• Recommend tax saving strategies to clients and staff on engagements. 

• Assist Assurance team with fieldwork as necessary 

Education/Experience:  

• One to two years of full-charge bookkeeping experience. 

• Experience preparing Balance Sheets, Income Statements & Trial Balances. 

• Tax (federal, state, payroll, tangible, sales and local) research skills (preferred, but not required). 

• Strong accounting foundation and analytical skills. 

• Strong computer skills: proficiency in QuickBooks, Accounting software, Excel, Word. 

• Bachelor's degree in accounting or finance (preferred, but not required). 

• CPA or EA Certification (preferred, but not required). 

• 1+ years prior experience in public accounting experience (preferred). 

• Excellent interpersonal, oral, and written communication skills. 

• Detail-oriented & able to multi-task. 

Interpersonal Skills:  

• Exhibits time management and organization skills.  

• Develops entrepreneurial approach to client service and good working relationships with client personnel.  

• Builds new and existing client relationships and demonstrates basic knowledge of clients’ businesses.  

• Maintains contacts with peers, develops a network of business contacts, meets with prospective clients, and cultivates referrals.  

• Develops means of communication with clients and people responsible for maintaining relationships with clients.  

• Accepts volunteer positions in community organizations.  

• Continues to develop industry expertise.  

• Understands firm ethics and demonstrates them consistently.  

• Develops a broad general knowledge of economic, political, and business conditions. 

• Maintains an attitude of “Life-Long Learning”. 

• Develops skills via CPE & OJT until an area of interest and/or expertise emerges. 

• Performs such other duties as may be assigned.  

Tax Supervisor/Manager

This individual leads and manages multiple tax engagements to deliver quality tax services for our clients. This position offers excellent opportunities for leadership and career advancement to the right candidate.

Our Vision for this position  

We envision our Tax Supervisor/Manager to not only be a senior tax preparer who can complete a tax return to the level of minimal review & rework by the partners, but also someone who can coordinate & manage tax returns (and other returns & engagements as needed in the absence of another Manager).  This unique person would need to be super organized and begin documenting our workflows, standardizing our work product and internal processes, bringing consensus among the staff accountants and championing a unified "P&R way" of doing things.  They would also be responsible for being the "go-to" expert on the various TAX apps available to streamline our TAX offerings such as UltraTax, Workpaper CS, Tax Help Software (IRS Transcripts), etc.  This person would not only be training the new staff on our "App Stack" but also identifying clients who could benefit from a more streamlined process (Apps), meeting with and selling those clients on the benefit, on-boarding those clients and then transitioning the ongoing maintenance of those clients to the accounting staff. The ultimate goal would become a TAX resource not only for the internal staff but for our clients as well. the conversion of manual client accounting processes into a standardized, possibly more automated, workflow either supervised or assisted by the firm.  Cross Selling/upselling, developing and supervising “TAX” engagements under the Thomson Reuters Practice Forward model will be a big part of the job function. 

Duties & Responsibilities: 

• Preparation and review of federal and state income taxes for individuals, businesses, real estate, and exempt organizations.

• Builds new and existing client relationships and demonstrate knowledge of client business.

• Analyzes notices and prepares internal memoranda, written correspondence/guidance and other documents for submission to the IRS, Treasury Department or State and Local taxing authorities.

• Trains staff, reviews and evaluates their work.

• Manages multiple clients, budgets and production goals.

• Performs complex tax research.

• Prepares tax planning and estimates/projections.

• Maintains good workflow and provides feedback for greater efficiency.

• Recommend tax saving strategies to clients and staff on engagements.

Education/Experience:

• Bachelor's degree in accounting or finance.

• CPA Certification.

• 4-6+ years prior experience in public accounting tax experience.

• Significant supervisory experience (2 years plus).

• Experience preparing individual, business, real estate and exempt organization tax returns.

• Tax (federal and state) research skills.

• Strong accounting and analytical skills.

• Strong computer skills: proficiency in Tax software, Excel, Word.

• Excellent interpersonal, oral and written communication skills.

• Detail oriented & ability to multi-task.

Interpersonal Skills:

• Exhibits time management and organization skills.

• Coordinates recruitment, orientation and training of tax related staff.

• Develops entrepreneurial approach to client service and good working relationships with client personnel.

• Builds new and existing client relationships and demonstrates basic knowledge of client’s businesses.

• Maintains contacts with peers, develops network of business contacts, meets with prospective clients and cultivates referrals.

• Develops means of communication to clients and persons responsible for maintaining relationship with clients.

• Accepts volunteer positions in community organizations.

• Continues to develop industry expertise.

• Serves as a role model for other staff in reflecting firm values, procedures and service model.

• Understands firm ethics and demonstrates them consistently.

• Develops a broad general knowledge of economic, political, and business conditions.

• Performs such other duties as may be assigned.

Tax Accountant

This individual and manages multiple tax engagements to deliver quality tax services for our clients. This position offers opportunities for leadership and career advancement to the right candidate.

Our Vision for this position   

We envision our Tax Senior to not only be a senior tax preparer who can complete a complex tax return to the level of minimal review & rework by the partners, but also someone who can coordinate & manage multiple tax returns in various stages.  This team member would begin to review other team members work and be available as a resource to mentor and train them as needed.  This unique person would need to be super organized and begin providing suggestions to our workflows and internal processes, and championing a unified "P&R way" of doing things.  They would grow to become the "go-to" expert on the various TAX apps available to streamline our TAX offerings such as UltraTax CS, Workpaper CS, Practice CS, DocIT, Tax Help Software (IRS Transcripts), SurePrep, etc.  The ultimate goal would be to grow from a preparer towards becoming a TAX resource not only for the internal staff but to our clients as well. 

Duties & Responsibilities:  

• Preparation of federal and state income taxes for individuals, businesses, real estate, and exempt organizations.

• Analyzes notices and prepares internal memoranda, written correspondence/guidance and other documents for submission to the IRS, Treasury Department or state and local taxing authorities.

• Manages multiple clients, budgets and production goals.

• Performs tax research.

• Prepares tax planning and estimates/projections.

• Maintains good workflow and provides feedback for greater efficiency.

• Recommends tax saving strategies to clients on engagements.

Education/Experience:

• Bachelor's degree in accounting or finance.

• Prior experience in public accounting tax experience.

• Experience preparing individual, business, real estate and exempt organization tax returns.

• Tax (federal and state) research skills.

• Strong accounting and analytical skills.

• Strong computer skills: proficiency in Tax software, Excel, Word.

• Excellent interpersonal, oral and written communication skills.

• Detail oriented & ability to multi-task.

Interpersonal Skills:

• Exhibits time management and organization skills.

• Develops entrepreneurial approach to client service and good working relationships with client personnel.

• Builds new and existing client relationships and demonstrates basic knowledge of clients’ businesses.

• Develops means of communication to clients and persons responsible for maintaining relationship with clients.

• Accepts volunteer positions in community organizations.

• Continues to develop industry expertise.

• Understands firm ethics and demonstrates them consistently.

• Develops a broad general knowledge of economic, political, and business conditions.

• Performs such other duties as may be assigned.