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Senior (In-charge) Accountant & Auditor

Individuals at this level usually have had a minimum of two years’ experience as a staff accountant and normally have passed (or are near completion of) the CPA exam. Seniors are expected to:

  • Demonstrate mastery and consistent proficiency in the previous staff level requirements within 3 months of hire. Decide if they want to specialize in a specific field (i.e. audit, tax) or if they want to continue to pursue all aspects of accounting.
  • Know and understand the reason behind the firm’s policies and procedures and be able to explain them to the newer staff. Seniors should be leading by example and working towards becoming a mentor to newer staff.
  • Develop the interpersonal and technical knowledge and skills sufficient to supervise staff accountants and become a “go-to” person for the staff.
  • Identify, learn, and master the non-accounting skills necessary to develop and maintain proactive client relationships so that clients become “raving fans”.
  • Provide regular updates to the directors, supervisors, and clients.
  • Continue to progress professionally through continuing education and other means.
  • If assigned primarily to audit/attest financial statement engagements:
    • Develop a command of and become conversant in GAAP, OCBOA, unique or specialized accounting principles, and financial statement presentations relevant to the clients’ businesses.
    • Learn and consistently apply a thorough understanding of generally accepted auditing standards and common audit procedures and techniques.
    • Assume responsibility for efficiently supervising both audit and non-audit engagements within or under budget (or identify and explain issues or problems which may preclude meeting budgets before exceeding those budgets) .
  • If assigned primarily to tax/small business engagements:
    • Develop a command of pertinent IRC sections and regulations.
    • Become proficient at tax research, including knowledge of the reference sources available to the firm.
    • Develop and understand tax strategies and be able to discuss and apply them to supervisors, staff, and clients.
    • Assume responsibility for the supervision of tax return preparation engagements within or under budget (or with explanation if not).
    • Develop an understanding of the results sought by the client.
    • Learn how to define and communicate the client’s return on investment in the service.
    • Develop a command of the analytics relevant to the specific client issue and an understanding of various management reports.
    • Become proficient at preparing various reports such as dental practice evaluations and practice analysis or other special use reports.
    • Assume responsibility for delivering financial analysis and consulting engagements within or under budget.

In order to move to the next level, an individual must understand and consistently demonstrate proficiency in the following, depending on their chosen concentration:

AUDIT & ATTEST

Take responsibility for at least 20 engagements from start to finish, including supervising staff assigned to those engagements

Communicate audit and accounting issues with clients and directors

Be able to analyze balance sheet accounts as assigned on audits

Determine what expense accounts should be audited and supervise staff accordingly

Prepare financial statements for final review, including footnotes and client letters

Review the completed work papers and general files prepared by lower level staff for accuracy and completeness

Master the accounting and auditing software for general files and audit procedures (including Smart Tools, Checkpoint, etc.)

Consistently satisfy the range of target hours and net revenue rate

TAX & SMALL BUSINESS

Take responsibility for at least 20 engagements from start to finish, including supervising staff assigned to those engagements

Accurately and efficiently prepare multi-state tax returns for at least 20 businesses and 20 individuals

Become proficient at tax planning and tax research

Supervise and assist staff in analyzing dental practice metrics reports if applicable

Identify opportunities for tax savings and communicate them to directors

Review the completed work papers prepared by lower level staff for accuracy and completeness

Consistently satisfy the range of target hours and net revenue rate

To apply, please email hiring@LBGcpas.com, include Senior (In-charge) Accountant & Auditor in the subject line, and attach your resume.

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