Job Summary:

This position is responsible for learning processes and systems, assisting with planning and facilitating engagements and working as part of a team to carry out tasks under close supervision.   A person in this role will continue to learn, understand, and effectively use current accounting software applications when assisting with attest engagements.  This person is expected to grow and develop to a point that he/she can execute/demonstrate solid understanding of accounting and auditing principles, quality control standards and technology implementation procedures.  

Key Responsibilities:

• Learns the planning process and assists in planning and facilitating multiple assignments.
• Assists with facilitating engagements to meet budget and client expectations.
• Provides exceptional service to clients by providing individual attention, responsiveness, and commitment to understanding their goals and needs.
• Builds and strengthens co-worker and client relationships through effective communication and an understanding of relevant audit and accounting standards and advises on concerns and relevant industry pronouncements.
• Learns and develops a good understanding of client businesses.
• Executes solid understanding of accounting and auditing principles, ensures quality control standards are met, and applies technology implementation procedures.
• Prepares work papers, reports, financial statement drafts and letters of recommendations in accordance to firm and professional standards.
• Identifies and communicates audit issues, technical matters and improvement opportunities to senior accountants, supervisors/managers, or principals to resolve client issues discovered during the audit process.
• Demonstrates technical skills, general industry knowledge and becomes familiar with the firm’s services.
• Maintains and complies with the highest degree of professional standards, client confidentiality and personal conduct. 
• Handles sensitive and confidential information with discretion.
• Develops and maintains excellent working relationships with client’s staff to increase customer satisfaction and to strengthen client relationships.
• Learns the firm’s financial model and ensures profitable delivery of engagements.

Qualification Required:

• BA/BS in Accounting or related field
• 1-3 year of similar experience in a CPA firm.
• Strong technical, analytical and organizational skills.
• Is able to travel to local clients.

Preferred Qualifications:

• Experience with ProSystems Engagement software, CCH Knowledge Coach, and QuickBooks.
• Customer-service oriented, demonstrated by the following attributes: proactive, observant, knowledgeable and reliable.
• CPA exam passed or on track to complete.

Physical Requirements:

• Ability to lift up to 20 pounds, stand or sit for extended periods of time, as well as type/enter data at a keyboard regularly