ROLES AND RESPONSIBILITIES
Managing Partner
Position Overview: Managing Partner
The Managing Partner (MP) serves as the chief executive of the firm, providing visionary leadership and fostering a culture that reflects the firm’s core values. The MP is responsible for driving the firm’s strategic direction, focusing on growth, innovation, and sustainability. This role involves overseeing high-level operations, managing partner relations, and ensuring the firm's long-term success. The MP must balance short-term goals with long-term objectives, encouraging staff and partners to embrace the firm's direction. While the following responsibilities outline the key aspects of the role, the MP is expected to lead with empathy, foresight, empowerment, and accountability.
Summary of Responsibilities:
Leadership and Influence:
• Provides Leadership: Cultivate an environment where partners and staff are inspired to follow the firm’s direction, utilizing a combination of charm, persistence, and strategic influence.
• Visionary : Shape the firm’s future direction by challenging the status quo, innovating, and leading strategic planning initiatives. Encourage long-term thinking across all levels of the firm.
• Communicator : Serve as the face of the firm, ensuring transparency and trust in all communications. Manage expectations and build a strong connection with both internal and external stakeholders.
Strategic and Executive Oversight:
• Chief Executive Officer : Assemble and manage a team of Partners in Charge (PICs) and high-level administrative professionals, enabling focus on the bigger picture and strategic decisions.
• Strategic Growth : Drive the firm’s growth strategy by coordinating marketing efforts and overseeing business development initiatives. Play a key role in ensuring the firm’s growth through revenue and acquisition.
• Mergers and Acquisitions : Continuously identify and evaluate merger and acquisition opportunities, recognizing their potential impact on the firm’s revenue and long-term growth.
Firm Culture and People Management:
• Cultural Leadership: Foster a cultural environment that attracts, retains, and develops top talent. Be actively involved in human relations at all levels and ensure the firm is a great place to work.
• Partner Relations : Manage partner relations, including conflict resolution, coaching, mentoring, and performance appraisals. Recognize that partner performance drives the firm’s overall success.
Partner Accountability and Compensation:
• Compensation System: Play a leading role in designing and maintaining the firm’s partner compensation system. Ensure the system is performance-based and aligns with the firm’s strategic goals.
• Partner Accountability : Establish and enforce systems of accountability for partners, using goal setting, counseling, and performance monitoring to ensure partners meet their responsibilities.
Profitability and Decision - Making:
• Profitability Goals : Take responsibility for achieving the firm’s profitability targets and consistently monitor progress toward these goals.
• Decision - Making : Ensure decisions are made promptly and in the best interest of the firm’s long-term and short-term goals.
Succession Planning and Governance:
• Succession Planning : Continuously address succession planning, ensuring effective leadership development and orderly transitions of client and management duties.
• Partner Agreement : Ensure the firm’s partner agreement remains relevant and aligned with current governance best practices. Enforce the agreement as necessary to maintain accountability and firm-wide standards.
Marketing Partner
Position Overview: Marketing Partner
The Marketing Partner is responsible for driving the firm’s overall marketing strategy, aligning it with the firm’s growth objectives and brand identity. This role plays a critical part in coordinating marketing efforts across all channels to ensure business development, client engagement, and revenue growth. The Marketing Partner ensures that the firm's services are effectively communicated to current and prospective clients, while also fostering a culture of innovation and brand consistency. In this leadership position, the Marketing Partner must balance creativity with data-driven strategies to achieve measurable results. While the following responsibilities provide a comprehensive outline, the Marketing Partner is expected to embrace the firm's values of Empathy, Foresight, Empowerment, and Accountability in all marketing efforts.
Summary of Responsibilities:
Strategic Marketing Leadership:
• Marketing Strategy Development : Design and implement a comprehensive marketing plan that aligns with the firm’s long-term goals, focusing on client acquisition, retention, and brand recognition.
• Visionary Leadership: Lead the marketing team to think creatively and innovatively, challenging traditional marketing approaches and integrating modern strategies (e.g., digital marketing, content marketing, social media, etc.).
• Firm Growth : Play a key role in driving the firm’s growth by coordinating with business development teams to ensure consistent lead generation and client engagement.
Brand Management and Communication:
• Brand Stewardship: Maintain and enhance the firm’s brand identity, ensuring that all marketing materials, communications, and campaigns reflect the firm’s core values and tone of voice: Encouraging, Honest, Human, and Confident .
• Content Creation and Distribution : Oversee the creation of high-quality marketing content, including blogs, videos, social media posts, and other materials that engage clients and prospects. Ensure that content is distributed effectively across all channels.
• Master Communicator : Ensure clear, consistent, and transparent communication with both internal and external audiences. Act as the face of the firm in marketing efforts, engaging with clients, prospects, and the broader community.
Business Development and Client Engagement:
• Client - Centric Marketing : Develop deep understanding of client needs and market trends to tailor marketing efforts that address their challenges and highlight the firm’s value proposition.
• Lead Generation and Conversion : Drive efforts to generate leads through targeted campaigns and partnerships. Track and analyze marketing data to optimize conversion rates and return on investment (ROI).
• Event Coordination : Oversee the planning and execution of firm events, seminars, webinars, and client-focused initiatives that strengthen client relationships and enhance the firm’s visibility.
Marketing Analytics and Performance Monitoring:
• Data - Driven Decision Making : Use data and analytics to track the performance of marketing campaigns. Measure key performance indicators (KPIs) such as client acquisition cost, engagement rates, and conversion metrics to make informed decisions.
• Continuous Improvement : Regularly evaluate the effectiveness of marketing initiatives and implement changes to improve outcomes. Stay current with marketing trends and innovations to keep the firm at the forefront of the industry.
Collaboration with Leadership and Partners:
• Partnership with Managing Partner : Work closely with the Managing Partner and other key stakeholders to ensure that marketing strategies align with the firm’s broader objectives and vision.
• Cross - Functional Collaboration : Collaborate with other partners and department heads to ensure marketing efforts are integrated across the firm. Provide marketing expertise to support firm-wide initiatives, including new service offerings and client outreach programs.
Team Leadership and Development:
• Marketing Team Management : Lead and mentor the marketing team, fostering a collaborative, creative environment that encourages professional growth. Ensure the team is aligned with the firm's values and strategic goals.
• Training and Development : Provide ongoing education and development opportunities for the marketing team to ensure they remain competitive in the rapidly evolving marketing landscape.
Firm Culture and Values:
• Cultural Leadership: Uphold and promote the firm's values of Empathy, Foresight, Empowerment, and Accountability in all marketing efforts, both internally and externally. Ensure that all marketing campaigns and communications reflect the firm’s unique culture.
• Engagement in Firm Events : Actively participate in firm events and initiatives, reinforcing the firm’s culture and playing a visible role in creating a cohesive, unified brand presence.
Firm Administrator
Position Overview: Firm Administrator
The Firm Administrator is responsible for the efficient management and operational oversight of the firm, ensuring that administrative, financial, and human resources processes run smoothly. This role involves working closely with partners and staff to maintain a productive work environment and aligning the firm’s operations with its strategic goals. The Firm Administrator plays a crucial role in fostering a positive firm culture, supporting staff development, and overseeing financial management, allowing the firm to focus on client service and growth. While the following responsibilities are comprehensive, the Firm Administrator is expected to integrate the firm’s values of Empathy, Foresight, Empowerment, and Accountability into all aspects of the role.
Summary of Responsibilities:
Operational Leadership and Management:
• Daily Operations Management : Oversee the day-to-day operations of the firm, ensuring that the office environment remains safe, organized, and conducive to productivity. Manage resources, equipment, and facilities to maintain a high standard of functionality.
• Process Improvement : Identify opportunities to streamline operational processes and implement improvements to enhance efficiency. Lead the implementation of technological solutions to automate administrative tasks and reduce manual effort.
• Compliance and Risk Management : Ensure that the firm complies with all applicable regulations, including employment laws, financial reporting standards, and industry regulations (e.g., AICPA). Manage risk by overseeing internal controls and quality control measures.
Human Resources and Staff Development:
• Recruitment and Onboarding : Oversee the hiring process, including job postings, interviewing, and onboarding of new staff members. Ensure that new employees are properly oriented and trained on firm policies, procedures, and technology.
• Employee Performance Management : Develop and maintain a structured performance review process to provide employees with constructive feedback and promote professional development. Implement employee recognition programs to acknowledge achievements and milestones.
• Firm Culture and Employee Relations : Foster a positive, inclusive firm culture that reflects the firm's values. Address employee concerns, mediate conflicts, and ensure that staff feel supported and valued within the organization.
• Benefits and Compensation : Administer employee benefits programs, including health insurance, retirement plans, and paid time off. Ensure that compensation policies are fair, competitive, and aligned with the firm’s objectives.
Financial Management and Reporting:
• Budgeting and Financial Oversight : Work with firm leadership to prepare and monitor the firm’s budget, ensuring that expenses are managed within financial constraints. Provide regular financial reports to partners, tracking performance against budgetary goals.
• Billing and Accounts Receivable : Oversee the billing cycle to ensure timely invoicing and collection of fees. Manage accounts receivable, monitor overdue accounts, and take appropriate action to maintain cash flow.
• Payroll and Accounts Payable : Manage the firm’s payroll processes, ensuring that employees are paid accurately and on time. Oversee accounts payable to ensure that expenses are paid efficiently and that cash outflows are tracked accurately.
Technology and Infrastructure Management:
• Technology Implementation and Maintenance : Ensure that the firm’s technology infrastructure is up to date and capable of supporting business operations. Collaborate with IT to implement new systems and troubleshoot any issues.
• Vendor and Service Provider Relations : Manage relationships with external vendors and service providers, ensuring that the firm receives high-quality products and services at competitive prices. Negotiate contracts and agreements to support the firm’s operational needs.
Strategic
Planning and Growth Support:
• Support Strategic Initiatives : Assist the managing partner and leadership team in executing the firm’s strategic initiatives. Ensure that operational resources are aligned with the firm’s long-term growth and development plans.
• Organizational Development : Contribute to organizational planning by identifying resource needs, optimizing workflows, and ensuring that the firm’s infrastructure can support expansion.
• Firm Culture Development : Play a key role in developing and nurturing the firm’s culture, ensuring that it aligns with the firm’s mission and strategic vision. Organize events and activities to promote team cohesion and collaboration.
Client Service and Quality Control:
• Client Data Management : Maintain and safeguard client data, ensuring that records are accurate, up-to-date, and secure. Implement systems for tracking client engagements and managing client communications.
• Quality Assurance : Implement and maintain quality control standards to ensure that the firm’s services meet professional and client expectations. Regularly review processes to identify areas for improvement in client service delivery.
Operations Specialist (IT Focused)
Position Overview: Operations Specialist
The Operations Specialist serves as the key IT resource for the firm, ensuring that all technology systems function smoothly and supporting both clients and staff in their technology needs. This role involves managing the firm’s technology infrastructure, providing IT support, and ensuring that all systems are secure and up-to-date. The Operations Specialist is integral in facilitating smooth operations for internal teams and clients by addressing technical issues, maintaining data security, and optimizing the use of technology across the firm. Client and team interactions require the specialist to maintain professionalism and responsiveness, aligning with the firm’s values of Empathy, Foresight, Empowerment, and Accountability .
Summary of Responsibilities:
IT Infrastructure and Support:
• Technology Infrastructure Management : Oversee the firm's IT systems, ensuring that all software, hardware, and network components are functioning optimally. Manage system configurations and perform regular updates to maintain performance and security.
• Help Desk Support : Act as the primary point of contact for all IT-related issues for staff and clients, providing timely and effective technical support. Troubleshoot problems related to hardware, software, and network connectivity.
• Software and System Updates : Ensure the installation, configuration, and regular updates of all software systems, including accounting, tax, and client management software. Make recommendations for new software or system improvements to optimize workflows.
Client Interaction and IT Support:
• Client Communication : Support clients by addressing any IT-related inquiries or issues they experience when interacting with the firm’s systems (e.g., client portals, document uploads). Ensure all client interactions are handled with professionalism, empathy, and clarity.
• Client Training : Provide technical training and support for clients using the firm’s software systems, helping them navigate portals, submit documents, and interact with the firm efficiently.
• Data Security for Clients : Implement and oversee security protocols for client interactions, ensuring their data is protected. Educate clients on best practices for interacting with the firm securely (e.g., using encrypted communication and secure document sharing tools).
Team Interaction and Collaboration:
• Internal IT Support : Provide day-to-day IT support for staff across all departments, including troubleshooting issues with workstations, email systems, and other office technologies.
• Team Training : Train staff on the use of firm-specific software (e.g., tax software, SurePrep, accounting software) and best practices for security and data management. Ensure all team members are equipped to use the technology efficiently.
• Collaboration with Departments : Work closely with various departments to understand their specific technology needs and provide customized solutions. Collaborate with finance, payroll, and other teams to ensure their technology is functioning properly.
Cybersecurity and Data Management:
• Data Security : Manage the firm’s cybersecurity efforts, including firewalls, antivirus programs, and other security measures to protect the firm’s sensitive data. Regularly audit the security protocols and implement upgrades as necessary.
• Data Backup and Recovery : Oversee the firm’s data backup and disaster recovery plans, ensuring that critical firm and client data is backed up regularly and can be restored quickly in case of a data loss event.
• Compliance and Security Awareness : Ensure the firm’s IT practices comply with industry standards and regulations, including data privacy laws. Educate the team on IT security protocols, keeping them informed about emerging threats and best practices.
Technology Innovation and Improvement:
• Evaluate and Implement New Technologies : Stay current on technology trends and recommend new systems or upgrades that can improve the firm’s efficiency, client interactions, or data security.
• Process Optimization : Work with the Firm Administrator and leadership team to implement technological solutions that streamline processes across the firm, reducing manual workloads and improving efficiency.
• Vendor Management : Manage relationships with third-party IT vendors and service providers, ensuring the firm receives quality service and support for hardware, software, and network systems.
Project Management:
• IT Project Leadership: Lead the planning and execution of IT projects, such as system upgrades, new software rollouts, or infrastructure changes. Coordinate with external vendors and internal teams to ensure projects are completed on time and within budget.
• Support Firm- Wide Initiatives : Collaborate on broader firm initiatives by ensuring that technology supports strategic goals, such as expanding client services or improving operational efficiencies.
Operations Support
• Payroll Assistance : Support payroll specialists by checking payroll and assisting with payroll delivery.
• Engagement Letters : Prepare and manage client engagement letters, ensuring timely and accurate processing.
• Document Scanning , Tax Return Processing and SurePrep Support : Backup Support for SurePrep scanning, process and assemble tax returns and ensure client documentation is properly handled and processed.
• Administrative Backup: Provide support to the Firm Administrator on various tasks, contributing to the smooth operation of the firm’s administrative functions.
• Collaboration : Work closely with other departments, including finance, marketing, and payroll, to ensure seamless operations and consistent client service.
Payroll Specialist (External Client Focus)
Position Overview: Payroll Specialist (External Client Focus)
The Payroll Specialist is responsible for managing payroll processing for the firm’s external clients, ensuring that all payroll-related tasks are handled accurately, efficiently, and in compliance with federal and state laws. This role includes capturing time sheets, processing payroll deductions, and generating reports for clients. The Payroll Specialist ensures that all client payrolls meet audit standards and legal requirements while providing professional support through direct communication with clients. This position involves maintaining payroll records, responding to payroll-related inquiries, and ensuring the accuracy of payroll data. The Payroll Specialist is expected to uphold the firm’s values of Empathy, Foresight, Empowerment, and Accountability when interacting with clients and processing payrolls.
Summary of Responsibilities:
Client Interaction and Payroll Support:
• Client Communication : Professionally answer payroll-related telephone calls and respond promptly to emails sent to GWPayroll@gwpcas.com. Provide clear, timely, and professional support to clients regarding payroll inquiries and issues.
• Engagement Letters : Prepare and manage client payroll engagement letters, ensuring that all agreements are in place before beginning payroll services.
• Client Training : Assist clients in understanding payroll processes and compliance requirements. Provide ongoing support to help clients navigate their payroll systems and responsibilities.
Payroll Processing and Compliance:
• Time Sheet and Data Management : Receive and accurately capture time sheets, banking information, and payroll-related data from clients. Verify that all data complies with employee work agreements and client specifications.
• Payroll Processing : Process client payrolls in compliance with federal, state, and local regulations, as well as audit standards. Ensure that all payrolls are processed on time and that client-specific requirements are met.
• Payroll Deductions : Process payroll deductions and any requested changes from clients for their employees, including bank deductions, child support, tax levies, loans, and other withholdings.
• Salary and Code Maintenance : Maintain accurate records of salaries, departmental codes, and payroll deductions for all payroll clients. Ensure all changes to payroll data are processed correctly and documented appropriately.
Compliance and Legal Adherence:
• Policy Maintenance : Ensure that the firm’s payroll policies and processes comply with federal and state laws as well as district policies and procedures. Regularly review and update payroll processes to meet changing regulations.
• Audit Standards : Process all payrolls in accordance with audit standards, ensuring that payroll data is verifiable and traceable. Prepare necessary reports for compliance and audit purposes.
Accuracy and Error Management:
• Wage Verification : Review computed wages and correct any errors to ensure the accuracy of earnings. Work with clients to resolve discrepancies in payroll data before final processing.
• Payroll Adjustments : Process any changes requested by clients to payroll data, ensuring that deductions, earnings, and adjustments are reflected accurately in employee payrolls.
Reporting and Documentation:
• Payroll Reports : Prepare various payroll and management reports for clients, ensuring that all necessary financial data is included. Provide detailed, accurate reports that meet client and regulatory requirements.
• Record Maintenance : Maintain detailed and organized payroll records for all clients, ensuring that salary information, deductions, and adjustments are documented and easily accessible for audits and compliance reviews.
Client Payroll Coordination:
• Pickup and Delivery : Coordinate the pickup and delivery of payroll checks and documents, ensuring timely distribution to clients or their employees.
• Supply Management : Maintain adequate supplies related to payroll processing, including checks and envelopes, to ensure that payrolls can be processed without interruption.
Technology and System Management:
• Payroll Software Administration : Manage and operate the firm’s payroll software systems, ensuring that they are functioning properly and up to date. Troubleshoot issues and provide support to clients using the system.
• System Optimization : Work with IT to identify ways to optimize payroll processes through system improvements and automation. Implement changes that enhance the accuracy and efficiency of payroll processing.
Client Relations Specialist and Administrative Support
Position Overview: Client Relations Specialist
The Client Relations Specialist is responsible for managing client interactions and promoting a positive image of the firm. This role is key in ensuring high-quality service by responding to client inquiries, resolving concerns, and assisting in the promotion and marketing of the firm’s services. Reporting to the Firm Administrator, the Client Relations Specialist also provides front desk and administrative support, contributing to the overall client experience and firm operations. The specialist is integral in fostering strong client relationships, helping to build brand awareness, and supporting the firm’s marketing efforts. While the following responsibilities provide a comprehensive overview, the Client Relations Specialist is expected to uphold the firm’s values of Empathy, Foresight, Empowerment, and Accountability in all interactions with clients and colleagues.
Summary of Responsibilities:
Client Interaction and Relationship Management:
• Client Communication : Professionally answer and direct telephone calls, greet walk-in clients, and respond to email correspondence from the firm’s official email address. Ensure all client interactions are handled with professionalism, empathy, and care.
• Client Inquiries and Complaints : Address client inquiries and resolve complaints promptly to ensure client satisfaction. Maintain a positive and professional image of the firm in all communications.
• Appointment Scheduling : Book appointments for partners using Calendly, ensuring efficient scheduling and communication with clients.
Administrative and Front Desk Support:
• Reception Management : Maintain a safe, organized, and clean reception area to provide a welcoming environment for clients. Organize and distribute mail, facilitate FedEx deliveries, and manage the flow of client documents.
• Document Processing : Organize and distribute client documents for scanning, and support the firm’s document management processes. Serve as a backup notary when needed.
• Client Payments : Process client credit card payments and provide support to the firm administrator in managing client billing processes.
Marketing and Firm Promotion:
• Client Engagement : Send welcome packages to new clients, coordinate annual client gifts, and prepare birthday and holiday cards for clients. These efforts help maintain positive client relationships and reinforce the firm’s commitment to personalized service.
• Brand Awareness : Build and maintain the firm’s brand through various media outlets, coordinating marketing efforts and presenting new ideas for promoting the firm. Keep the firm’s website updated and aligned with its brand identity.
• Client Communication : Update clients on firm milestones through email or mail, distribute monthly newsletters, and keep clients informed of new developments within the firm.
• Marketing Strategy : Devise and present marketing ideas and strategies to the Firm Administrator, contributing to the firm’s promotional efforts and public image.
Financial Support:
• Client Billing and Payments : Support the firm administrator in preparing and distributing client billings after partner approval. Post cash receipts to customer accounts and distribute client statements monthly.
• Collections Management : Follow up on outstanding collections (90+ days) to ensure timely payments and support the firm’s cash flow.
• Banking Support : Scan client checks, prepare and deliver bank deposits, and maintain accurate records of client payments.
Operational Support:
• Payroll Assistance : Support payroll specialists by checking payroll and assisting with payroll delivery.
• Engagement Letters : Prepare and manage client engagement letters, ensuring timely and accurate processing.
• Document Scanning and SurePrep Support : Organize and coordinate scanning for SurePrep and conduct SurePrep validations, ensuring client documentation is properly handled and processed.
Collaborative Support:
• Administrative Backup: Provide support to the Firm Administrator on various tasks, contributing to the smooth operation of the firm’s administrative functions.
• Collaboration : Work closely with other departments, including finance, marketing, and payroll, to ensure seamless operations and consistent client service.
Accounting Manager/Supervisor
Position Overview:
The Accounting Manager/Supervisor plays a critical role in directing and organizing the accounting, financial or tax activities within the firm, ensuring that all client services and deliverables are accurate, timely, and aligned with the firm's values. This position oversees staff, supports client relationships, and contributes to the overall success of the firm. While the following responsibilities provide a comprehensive framework, the employee is expected to consider their specific area of expertise - whether in accounting, financial services, or tax - when fulfilling these duties. Flexibility, collaboration, and adherence to the firm’s culture and standards are essential to success in this role.
Firm Culture, Values, and Engagement
• Actively support and promote the firm’s culture and values, including Empathy, Foresight, Empowerment, and Accountability.
• Engage with clients and colleagues in a manner that reflects the firm’s tone of voice: Encouraging, Honest, Human, and Confident.
• Participate in firm events and initiatives to foster team collaboration and reinforce company culture.
Client Engagement Management:
• Assign engagements to appropriate accounting staff based on expertise and workload.
• Monitor client deadlines, ensure employee satisfaction, and maintain an efficient turnaround time.
Client Relations:
• Support partners in client meetings, providing high-level accounting insights when necessary.
• Serve as the primary point of contact for clients, developing a comprehensive understanding of their needs to provide strategic advice for innovation and service improvements.
• Assist Administrative Team with drafting and sending annual engagement letters.
• Act as the primary contact for potential or new clients, managing onboarding processes.
Accounting , Tax and Financial Statement Oversight:
• Review work performed by senior and intermediate accountants before partner sign-off, ensuring adherence to professional standards. There may be occasions where you have to prepare or complete work due to deadlines and team member commitments.
• Stay current with Accounting, IRS and State Tax developments, practice trends, and regulatory changes (including those issued by the AICPA).
• Recognize and resolve potential or existing issues through appropriate research and consulting, ensuring compliance with AICPA and regulatory standards.
Ethical Standards and Independence:
• Ensure all client engagements and reviews comply with the AICPA Code of Professional Conduct, maintaining independence and objectivity.
• Regularly review ethical standards, fostering a culture of professionalism and integrity across the team.
Continuous Professional Education (CPE):
• Pursue continuous professional development through CPE credits, staying compliant with AICPA requirements and CPA License requirements, if applicable.
• Encourage and facilitate ongoing learning opportunities for the team to stay updated on new accounting regulations and emerging trends.
Risk Management & Compliance:
• Ensure all client engagements meet regulatory standards, including AICPA requirements.
• Collaborate with partners to maintain a strong risk management framework, mitigating any potential financial or regulatory risks.
Quality Control & Improvement:
• Assist the Firm Administrator and Managing Partner with maintaining firm-wide quality control processes, including peer reviews and internal inspections.
• Monitor accounting, tax and financial statement processes, recommending improvements and implementing best practices to enhance efficiency and accuracy.
High - Level Accounting Support:
• Provide high-level accounting support as required by the firm or clients, ensuring deliverables meet professional standards.
Staff Development and Mentoring:
• Support and mentor senior and junior accounting staff, promoting their professional growth and development.
• Provide guidance on technical accounting issues, while fostering soft skills like communication and teamwork.
Technology and Automation Integration:
• Actively evaluate and implement emerging technologies (e.g., AI, data analytics) to enhance efficiency and accuracy in accounting, financial and tax.
• Lead the adoption of new software and tools within the firm, ensuring smooth transitions and staff training.
Other Accounting Positions - Based on Knowledge
Position Overview: Intermediate Accountant
The Intermediate Accountant is responsible for completing assigned client services with a high level of accuracy and professionalism. Reporting to the Senior Accountant or Accounting Supervisor, this role requires a CPA or degreed accountant with over 5 years of experience. The Intermediate Accountant plays a key role in supporting the firm’s operations by reconciling accounts, preparing financial statements, and ensuring compliance with GAAP standards. While the following responsibilities are standard for the position, the employee should consider their specific expertise in accounting, financial, or tax services when fulfilling their duties.
Summary of Responsibilities:
• Post and match transactions in accounting records.
• Reconcile accounts to supporting documentation.
• Prepare adjusted and tax journal entries.
• Prepare financial statements and footnotes in accordance with GAAP.
• Complete workpapers and documentation in compliance with firm quality control standards.
• Prepare corporate, individual, payroll, and personal property tax returns.
• Collaborate with other engagement team members.
• Analyze client transactions to incorporate appropriate tax and accounting strategies.
• Assign tasks to junior staff as appropriate.
• Recommend improvements to both client and firm accounting systems and processes.
• Assist in implementing new technologies to improve efficiencies.
Position Overview: Junior Accountant
The Junior Accountant is tasked with completing client services under the supervision of Senior or Intermediate Accountants. A degreed accountant with less than 5 years of experience, this role is a foundational position that provides exposure to a wide range of accounting tasks. The
Junior Accountant is responsible for posting transactions, preparing financial documents, and resolving discrepancies, while learning to incorporate tax and accounting strategies. These responsibilities should be carried out with the understanding of the employee’s specialty area in accounting, financial, or tax services.
Summary of Responsibilities:
• Post and match transactions in accounting records.
• Reconcile accounts to supporting documentation.
• Prepare adjusted and tax journal entries.
• Assist in preparing financial statements in accordance with GAAP.
• Complete workpapers and documentation following firm standards.
• Assist in preparing tax returns for corporate, individual, payroll, and personal property accounts.
• Support the engagement team by contributing to client service assignments.
• Research and resolve ledger differences under supervision.
• Participate in the implementation of firm technologies and process improvements.
Position Overview: Entry - Level Accountant
The Entry - Level Accountant supports the firm by completing basic client services. Reporting to the Senior or Intermediate Accountant, this role is ideal for individuals with some accounting experience but no degree. The primary duties include posting transactions, reconciling accounts, and assisting with financial reporting tasks. This position offers an opportunity to grow within the firm while learning the intricacies of accounting and tax preparation. Employees are expected to consider their specific area of interest when delivering services, whether in accounting, finance, or tax.
Summary of Responsibilities:
• Post and match transactions in accounting records.
• Assist in account reconciliations and ledger management.
• Prepare basic journal entries.
• Help maintain and update financial databases, such as property and equipment records.
• Complete assigned workpapers and documentation following firm quality standards.
• Assist in the preparation of financial statements and tax returns under supervision.
• Provide support in implementing accounting system improvements.
• Work collaboratively with other team members to complete client service assignments.
Position Overview: Intern Accountant
The Intern Accountant is a part-time role designed for accounting students currently pursuing an associate’s degree. Reporting to Junior and Intermediate Accountants, this position provides hands-on experience in basic accounting tasks, offering the intern exposure to practical applications of their academic studies. Responsibilities include posting transactions, assisting in account reconciliations, and preparing financial documents under the supervision of senior staff.
Summary of Responsibilities:
• Post transactions in accounting records under supervision.
• Assist with account reconciliations and ledger differences.
• Help in the preparation of journal entries and financial reports.
• Support the maintenance of databases, such as property and equipment records.
• Assist in compiling documentation and workpapers as per firm standards.
• Contribute to tax return preparation for individuals, payroll, and small businesses.
• Learn and assist with the firm's internal processes and technologies.
• Work closely with other members of the engagement team to develop a comprehensive understanding of client services.