Job Description
Job Description
Staff accountants are supervised by senior accountants or other, more experienced, staff accountants. They provide controllership, bookkeeping, and basic tax return preparation services for clients. Initially they are given less complex accounting and tax assignments. As they gain experience, they are given more difficult assignments and greater responsibilities.
Duties:
Become familiar with the firm’s policies and procedures.
Effectively communicates indirectly via email with client to receive information necessary to complete the engagement with a minimum of disruption to client.
Understand the rules, requirements, and code of conduct of the AICPA, and the authoritative literature established by the FASB and GASB.
Become familiar with pertinent IRC sections and regulations.
Obtain a working knowledge of tax and accounting research techniques and the various sources in the firm library.
Obtain a working knowledge of firm technology, including the use of QuickBooks, Office 365 email, and the Internet; and the use of firm spreadsheet, word processing, tax preparation, and time and billing software.
Prepare compilations, reviews and tax work papers, including trial balances, depreciation schedules, and debt amortization schedules.
Ability to perform balance sheet reconciliations effectively.
Assume responsibility for the completion of tax returns under the supervision of more experienced staff.
Perform assigned audit procedures for specific accounts and transactions under the supervision of more experienced staff.
Meet necessary time deadlines per task lists.
Prepare sales tax returns for clients.
Work with senior staff and/or managers to schedule work.
Review your client’s work to ensure efficiency.
Qualifications:
Staff accountants must have at least a college undergraduate degree and have completed at least 30 hours in college-level accounting courses.
