Supervising Senior Tax Accountant

Supervising Seniors

A Supervising Senior is responsible for larger more complex engagements than a Senior and will manage multiple engagements simultaneously.

Performance Expectations:

• Assumes full responsibility for supervising engagements and special assignments using established Firm policies and procedures.
• Captures and communicates engagement's progress, problems, resolutions, financial information, and other business concerns to the client, manager and partner.
• Reviews with managers or partners significant findings that raise questions involving accounting principles or statement presentation.
• Prepares or reviews financial statements, notes, schedules, and management letters (where appropriate) for later discussion between manager or partner and the client.
• Works directly with clients to meet their needs, while communicating status of all clients to managers and partners.
• Maintains high professional standards. Contributes to staff performance reviews.

Assignments

Supervising Seniors are responsible for firm engagements. Duties may include the following:

• Supervising staff, delegating portions of engagements, and taking responsibility for decisions relating to engagements.
• Distributing work load to ensure maximum staff productivity, ensuring that lower-level staff work is performed by appropriate personnel, and supervising work schedules of all subordinates.
• Assuming some responsibility for administrative functions including staff evaluations, budget preparation, staff training, and contributing to the firm’s policies and communicating these policies to the staff.
• Serving in educational programs as an instructor or discussion leader.
• Participating in the firm’s practice development efforts, which consists of expanding services to clients, including projections and analysis.
• Preparing other reports and projects as requested from time to time by managers or partners.

Professional Development

Supervisors are expected to develop professionally by:

• Acting as a staff mentor by providing guidance and serving as a professional role model.
• Becoming more conscious of the need to increase the firm’s growth through new business, identifying new services that may be sold to clients, and continuing to attempt to attract new clients.
• Continuing to promote the firm’s image through participation in civic, professional, and business organizations, including speaking engagements and seminars.
• Learning new technology the firm introduces into the work environment.

Requirements

• Education, Experience and Skills Required:
• Bachelor's degree in accounting or Master's degree in accounting.
• A Bachelor’s or Advanced degree in another business discipline may qualify if it includes enough accounting credits to qualify for the CPA exam.
• Ability to communicate clearly and concisely in English, verbal and written.
• Continuing professional education as established by the AICPA and applicable state society, averaging 40 hours annually.

Working Conditions

• Frequent same day travel for work at client's offices, meetings, and seminars using a personal vehicle.
• Occasional out-of-town travel with overnight stay for work at clients, meetings, or seminars, often using a personal vehicle.
• Occasional overtime work required throughout the year.
• Overtime and Saturday work may be required from mid-January through end of April as well as other times throughout the year depending on client needs.
• Minimal Safety Hazards: General office working conditions.