We are seeking a Tax Experienced Staff or Light Senior in our Long Beach office.
During a Staff person’s first two to four years, most of their professional focus is on applying the professional skills studied in school, developing technical mastery of their selected discipline, preparing deliverables for clients, and working as a contributing member of a team. Generally speaking, a Staff would be assigned tasks within a project or job.
The expectation for a new Staff joining the firm out of college would be that they progress to Senior after three years as a Staff. As with all expectations, it is possible for Staff to progress at a different pace.
The application of the following performance expectations may vary greatly during a Staff’s first several years. For example, a research memo thought to be above average for a first year Staff might, at best, be average for a new Senior. Professional performance expectations are very similar and may stay constant between levels, but what changes is how they are applied, or the complexity of the problems being solved.
- Project professional image, maturity, self-confidence and positive attitude.
- Effectively communicate and work well with team members and client contacts.
- Handle all client engagements with confidentiality and discretion.
- Demonstrate basic understanding of the client’s business and accounting system.
- Be aware of other services offered by the Firm and some situations where they may be of benefit to the client.
- Understand the expectations of the engagement and the client.
- Assist in basic planning activities for the engagement, which may include the following:
- Review prior year financial statements and other relevant information.
- Prepare the PBC list.
- Set-up of files.
- Organize work effectively and efficiently.
The work product should reflect the following:
- Review client data as soon as received to ensure all pertinent documents are received.
- Prepare neat and orderly working papers.
- Perform self-review of work to avoid obvious errors.
- Address issues with your direct supervisor.
- Promptly and properly clear review notes, tie-up loose ends, thoroughly document open items, and update electronic files.
- Working papers should be well documented and conclusions should be supported.
- Present completed working papers on a timely basis.
- Prepare tax returns with supporting detail and complete applicable checklists.
- Ensure that any professional, technical, or client service problem is resolved promptly in an environment of mutual respect.
- Keep immediate supervisor informed of progress and significant developments on a timely basis.
- Communicate status of tasks regularly with client as deemed appropriate.
- Identify issues that may require the prompt attention of your immediate supervisor.
- Consult with others in dealing with difficult situations.
- Provide reasonable estimates to complete your job.
- Communicate openly, frequently, candidly, and listen effectively.
- Develop a balance of healthy curiosity and professional skepticism.
- Adhere to budgets (there may be factors outside control of staff) and meet deadlines.
- Communicate status of your work to your immediate supervisor.
- Effectively seek out responsibilities and assist in the completion of the engagement.
- Take “ownership” of clients.
- Ability to communicate relevant information in a direct, logical manner.
- Ask concise, targeted questions in order to fulfill objectives and tax completion.
- Have a basic working knowledge of available resources and research techniques.
- Develop basic awareness of tax practices and tax matters.
- Develop a general understanding of common tax issues that may impact a client.
- Utilize firm personnel and reference materials in the resolution of issues.
- Complete research assignments on less complex tax issues and propose solutions.
- Have the ability to create financial statements from client’s raw data.
- Actively seek on-the-job training to understand own role and responsibilities specific to each engagement.
- Seek opportunities to improve technical and management skills through continuing education, seminars, etc.
- Develop knowledge of technology and promote its use; is proficient in the use of both the firm’s software and other commonly used packages (i.e. MS Word, MS Excel, etc.).
- Embrace and learn new and updated technological advancements.
- Manage time effectively.
- Ability to prioritize work.
- Keep office aware of your location on a daily basis.
- Keep in-charge, Manager and/or Partner informed of engagement timing and performance against budget.
- Seek out additional responsibilities, making productive use of unassigned time.
- Complete time sheets on a daily basis.
- Demonstrate an active interest in Firm activities.
- Monitor annual hours charged – budget to actual.
Practice and Personal Development:
- Pass the CPA exam and become certified.
- Become aware of, and more knowledgeable about, the range of services offered by the Firm.
- Be receptive to both formal and informal performance and development feedback.
- Solicit feedback on own performance/development.
- Become familiar with the Firm’s policies and procedures.
- Engage in practice development activities, as appropriate.
- Positive interaction with our staff.
- Openly share information/knowledge with peers.
- Consideration of peers’ perspective and needs.
- Bring high level of morale to the job every day.
- Aid Staff with less experience and train them as needed.
- Develop trust and demonstrate ethical behavior in accordance with professional standards.
- Demonstrate professionalism.
- Accept responsibility for personal development.
- Begin to develop relationships and a contact network with clients and referral sources.
- Understand and actively support the Firm’s Mission, Vision and Core Values.
Email your résumé to Eileen Harris at email@example.com with the position you are applying for in the subject line.