Sr Accountant, Tax
UHY LLP - Ames, IA
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A Senior Accountant is newly in a position of advanced technical aptitude and supervisory responsibilities. A Senior must be able to handle more complex assignments than the staff, begin to learn the complete process of managing all tasks regarding client work, and take a lead role in developing/reviewing the work of less experienced staff. The Senior role is the bridge between the staff, who are executing the client-service related tasks, and the management, who are strategizing and overseeing successful completion of efficient engagement activity and top quality client service. The Senior needs to be the liaison to management, and therefore needs to develop a broader scope of the business into a supervisory role. During this time, the Senior is expected to develop confidence with his/her role, to become fully acclimated to a supervisory position, where he/she may be in charge of the day-to-day activity on multiple engagements and/or supervising multiple team members. The Senior increasingly needs to be able to perform the most complex technical tasks of the engagement and work more and more with less supervision. Finally, to adequately prepare for manager responsibilities, the Senior needs to explore opportunities amongst various industries over time and then narrow down their industry focus.Demonstrates knowledge of all technical aspects of the job, including related knowledge of necessary systems and proceduresHandles more complex tasks and projects within discipline/ functionReviews work of less experienced staff and shares knowledge to develop staff technical skillsRecognizes complex technical issues, evaluates facts efficiently, and uses strategic decision-making skills to assist management in solving problemsDemonstrates savvy and understanding of interrelationship with other departmentsDemonstrates advanced technical knowledge effectively through written and verbal communication.Follow regulations and professional ethics of state bodies appropriate to discipline, including AICPA.Keep current on all professional pronouncements.Proficient in use of all technology necessary to performance executionEnsures top quality client service and oversees client service performance of staffAssists management in planning and managing engagement activity and follows through to achieve resultsRecognizes needs and issues pertinent to client activity and demonstrates ownership of engagement’s day-to-day tasks and activities.Maintains designated chargeable hours for the year (determined by Geography & Discipline leaders)Appropriately manages risk and ensures quality control procedures are being executedCoordinates various phases of engagement with ManagementBuilds client relationships and maintains smooth working relationshipResponds timely and accurately to internal team and client requestsSeeks new ideas and better ways of accomplishing job and company goalsIncreasingly builds knowledge base of the Firm’s industry lines and service offeringsSolicits internal experts from which to learn and builds relationshipsBegins to develop referral sources, which may include involvement in community, social, business, and professional organizations, as well as Alumni functionsIncreasingly develops understanding of how to identify market opportunities; assists management in identify marketing and sales opportunitiesPositively represents and actively promotes the FirmParticipates in mentoring, training, recruiting, retention and team-building activities; effectively delegates, supervises, trains and mentors all staffProvides timely input to Manager on performance reviews.Assists management in motivating all staff and building morale.Proactively shares knowledge and takes ownership of developing peopleEffectively supervises staff with poise and professionalism during stressful times, especially during peak periods of client engagement and deadlinesServes as a role model for the staffPromotes the ideals, values, mission, and vision of the firm.Conducts oneself professionally and shows respect to others at all timesProactively seeks knowledge, new tasks and responsibilitiesCooperative and responsive to training, supervision and constructive criticismRespects and embraces diversity; looks to build a One-Firm team spirit amongst staffPunctually enters time and expenses to support efficient billing processesReviews & monitors staff timeMaintains appropriate compliance with all firm wide and local office policies and proceduresPromotes the most efficient operations of the Firm and supports compliance guidelines in managing othersEducationMinimum Bachelor’s degree or equivalent technology experienceBachelor’s in Accounting (for Audit or Tax)Experience2-6 years in relevant positionPublic accounting or other professional services environment preferredLicense / CertificationMust progress professionally by obtaining relevant certification as soon as possible if certification is not already attained in order to advance.Must maintain required CPE credits annuallyLegal / ComplianceMust complete acknowledgement of Corporate Policy and Compliance ManualMust complete acknowledgement of Employee Manual documentMust complete acknowledgement of Independence Guidelines and Ethical Standards documentGovernmental engagements require ability to obtain a security clearance from the United States government.
Created: 2024-09-07