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