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Requirements
Performance Senior accountants are expected to:
- Accept all responsibility for routine engagements. These responsibilities will include delegation of work to lower-level staff, supervision of lower-level staff and any other decisions relative to the work performed.
- Maintain good communication with lower-level staff to make sure all work is being performed in an accurate and timely manner.
- Maintain communication with supervisors, managers and partners to ensure the work-process is continuing in an organized, efficient and professional manner.
- Begin developing relationships with clients and handling routine responsibilities and engagements while targeting subjects which should be discussed with superiors.
Assignments: Senior accountants are responsible for some portions of regular engagements, with little supervision.
Duties may include the following:
- Supervising staff on engagements, including delegation of duties
- Participating on several engagements simultaneously
- Handling written correspondence with minimal supervision.
Professional Development: Senior accountants are expected to develop professionally by:
- Actively pursuing CPA certificate.
- Demonstrating ability to sell new services to existing clients and to begin to attract new business to the Firm
- Taking an interest in administrative activities: staff evaluations, performance reviews, recruiting and developing office policy
- Working with management on in-house training programs, including CPE and other presentations
- Continuing participation in civic events, while continuing to reflect Firm image and to attract new business
- Working with supervisor, manager or partners on assigning work to staff accountants
- Demonstrating some leadership of staff accountants.
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