Summary:

Under supervision, the Staff Accountant I will assist in audits, reviews, compilations; prepare tax returns for individuals, corporations, trusts and partnerships; conduct tax research and assist in tax planning; complete corporate accounting engagements; prepare financial statements and communicate as needed with reviewer, Manager or Principal. This position works extra hours during busy season.

Essential functions:  

• Performs all work according to the firm’s methods, policies and procedures
• Performs compilations, reviews and audits
• Prepares workpapers, business, and individual tax returns
• Performs tax planning for individuals and businesses (periodic and year-end)
• Prepares client and IRS correspondence letters
• Prepares return extensions as needed
• Prepares property tax returns
• Performs bookkeeping duties for businesses and individuals
• Sets up and organizes engagement binders
• Performs other tasks as assigned. 

Note: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  

Minimum Requirements: 

• BA or Accounting certificate and an understanding of the basic principles of accounting. 
• 6 months exp and/or internship exp preferred. 

Competencies: 

• Shows consistent communication with reviewers, Managers and Principals on all
• engagements
• Demonstrates clear and concise communications with reviewers, Managers
• and Principals whether written or oral.
• Shows consistent and timely clearing of all review comments
• Consistently complies with firm procedure with regard to the following:

• Enter all time on daily basis
• Use of document saving and naming conventions
• Use of XCM
• Prepares weekly schedule in advance of scheduler's need for the report

• Consistently prepares neat, complete and organized workpapers using the firm’s technology
• Develops a working plan to obtain a CPA license
• Demonstrates a commitment to attending training opportunities

Physical Requirements:

• Sitting: Prolonged periods of sitting at a desk and working on a computer.
• Travel: - Occasional non-local travel may be required for no more than 5-10% of the year, depending on the assigned client base. Regular local travel to client sites required.
• Lifting: - Occasional lifting of boxes and/or paperwork up to 25 pounds.

 Note: the job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice.