Position Overview
The Supervisor is responsible for contributing to the achievement of the firm's objectives including:
Assisting with existing clients assigned to you by the partners
Supervising staff assigned to your projects
Assisting with staff coaching, mentoring and training
Project planning/scheduling
Participating in community service and networking opportunities
Position Reports To
Managers and partners
Position Responsibilities
The primary responsibilities of the Supervisor are:
Engagement planning and scheduling
- Assigning adequate resources to projects in light of other scheduling requirements
- Managing budgets for his/her jobs, raising red flags to the partner/manager when a project grows out of scope or is moving toward a budgetary or timing overage
- Supervising staff assigned to his/her projects to ensure that schedules, budgets, and quality requirements are met, including review of workpapers and tax returns
- Providing on-the-job training to staff
- Communicating the engagement status with the partner/manager, the client and their advisors on a timely and ongoing basis
Technical Skills
- Attending Continuing Professional Education seminars as agreed upon with the partners and as needed to stay up to date on current accounting pronouncements and tax law.
Office Administration and Client Service
- Research
- Participating in staff training and mentoring
Preparation of individual and business tax returns and financial statements
Skills And Education Required
The skills and education required for this position are:
CPA certificate and Bachelor's degree in accounting and an interest in working with small to medium sized businesses
Minimum Of 3-7 Years Of Experience In Public Accounting
Good written and verbal communication skills
Good research skills
Positive, can-do demeanor with willingness to dig in and get the work done
Good understanding, comprehension, and ability to articulate auditing, accounting and tax concepts
Strong Leadership Skills, Ability To Supervise Others.
Proficiency in Word and Excel and other accounting software used at the firm
Measures of Success
The Supervisor will be deemed to have been successful when he or she has:
Completed the engagements assigned to him/her within the expected budgets
Received positive feedback from his/her clients, managers and partners
Exhibited the actions and positive attitude in participation in the other aspects of firm growth as articulated above
Cultivated referral opportunities through satisfied clients and professional community contacts
