Job Description

Assume responsibility for planning, supervising, and completing engagements.

Review tax returns prepared by other staff.

Plan the timing and assigning of staff to engagements.

Review engagement documentation, resolve any technical problems, and keep the partner informed of all developments in the engagement.

Prepare client billings, as requested by partners.

Evaluate the performance of staff & senior accountants.

Develop new client contacts and relationships beneficial to the firm

Market the firm as much as possible, by volunteering, public speaking, etc.

Assist in administrative functions, as assigned by the partners.

Recognize opportunities to provide additional services to existing clients.

Senior Mangers/Managers usually will be head of departments as assigned by the partners and will be responsible for their department.

Ensure that the firm’s policies & procedures are followed.

Understand the economics of an engagement, including going over budget and making a profit on engagements.