Summary of Responsibilities

Is given a wide variety of diversified accounting and tax assignments. Performance is judged based on the quality of work, application of accounting knowledge, and ability to meet time constraints.

Essential Functions

1. 1. Prepares complex tax returns and reviews returns prepared by staff.
   2. Performs supervised technical research in situations requiring judgment and formulation of alternative courses of action.
   3. Delegates and supervises tax staff and staff assistants.
   4. Reviews personal tax returns.
   5. Prepares the more complex corporate, partnership, S-corp, and individual returns, as well as other returns requested.
   6. Prepares trust returns.
   7. Reviews the less complex business tax returns.
   8. Reviews amended returns.
   9. Reviews carryback returns for NOLs and others.
   10. Is familiar with the Firm’s software packages to assist the tax staff accountant in doing individual projections.
   11. Responds to and assists the tax staff in responding to tax notices. Reviews letters drafted by the tax staff verifying technical accuracy.
   12. Reviews the less complex tax research projects prepared by tax staff.
   13. Does tax research projects requiring more advanced technical and research skills.
   14. Reviews the less complex employee benefit plan tax returns (Form 5500 Series).
   15. Initiates and reviews S-elections and requests for accounting changes as required.
   16. Reviews tax accruals prepared by audit staff to assist them in preparation of financial statements.
   17. Reviews tax working papers as may be required.
   18. Becomes involved in the planning of some of the less complex business and personal clients.
   19. Acts as a resource for tax and accounting staff regarding tax questions they may have.
   20. Assumes person in charge (PIC) responsibility on individual tax return clients assigned by the firm. (PIC communicates directly with the client and assumes billing and collection responsibilities.)
   21. Becomes the key client contact for small engagements to develop and practice entrepreneurial skills.
   22. Increases the frequency and scope of client relationships through business and social meetings with supervisory and junior management personnel.
   23. Learns about the firm’s service capabilities so they can be offered to clients in appropriate circumstances.
   24. Establishes performance, efficiency, and quality standards for the tax staff.
   25. Assists in developing tax staff by delegating work, supervising their activities and providing timely and complete evaluations and counseling.
   26. Assists with formal training programs.
   27. Maintains university contacts and participates in on-campus and office visits to recruit new staff.
   28. Grooms business contacts and participates in local community organizations to expand marketing network.
   29. Cultivates initiative and creativity by taking charge of assignments, ascertaining what needs to be done, and doing it imaginatively and well.
   30. Analyzes time charges, prepares proposed bills, and discusses fees with clients on small engagements.
   31. Monitors morale by maintaining relationships with staff, staying alert to their concerns, and becoming liaison between staff and managers.
   32. Develops management skills for staff supervision and training.
   33. Builds productive relationships with managers, senior managers and partners by keeping them informed about work progress, and by adapting to various management styles..

If assigned primarily to financial statement engagements

1. 1. Begins to develop a command of GAAP, other comprehensive bases of accounting, unique or specialized accounting principles, and financial statement presentations.
   2. Obtains a thorough understanding of generally accepted auditing standards and common audit procedures and techniques.
   3. Assumes responsibility for efficiently supervising both audit and nonaudit engagements.
   4. Effectively communicates with client to receive information necessary to complete the engagement with a minimum of disruption to client. 

If assigned primarily to tax engagements

1. 1. Begins developing a command of pertinent IRC sections and regulations.
   2. Becomes proficient at tax research including a knowledge of the reference sources available to the
   3. Assumes responsibility for the supervision of tax return preparation engagements with a minimum of disruption to client.

Required Experience

1. 1. At least two (2) years’ experience preparing individual, corporate, partnership, and S-corp tax returns.
   2. At least one (1) year of experience using computerized tax preparation, tax planning, and tax research software

Educational Requirements

1. 1. Bachelor’s degree in accounting, or bachelor’s degree in another discipline with various course work in taxes and accounting, through intermediate level.