Audit and Tax Staff
Education and Experience level: Has completed coursework required to sit for the NYS CPA exam.
Job summary:
Become familiar with firm policies and procedures
Understand professional standards and applicable legal and regulatory requirements
Progress professionally by working toward passing the CPA exam as soon as possible.
Prepare complete and accurate client matter documentation
Understand the basic file structure of a client matter
Cooperate with others to achieve team/office goals
Be open and approachable and seek new responsibilities and challenges
Respond positively to instruction and feedback
Audit Staff:
Gather appropriate evidence using effective client inquiries, test of details and basic analytical procedures.
Become familiar with pronouncements of the FASB, AICPA and when assigned to government engagements, the GAO and GASB.
Prepare complete and accurate supporting documentation.
Obtain exposure on the types of financial statements engagements offered by the firm.
Assume responsibility for unaudited financial statement engagements or segments of audits under the supervision of more experienced staff.
Understand the basic file structure of an engagement.
Tax Staff:
Gather appropriate evidence using effective client inquiries.
Become familiar with pertinent internal revenue sections, regulations and Revenue Procedures.
Obtain a working knowledge of research techniques and the various research resources available electronically as well as in the firm library.
Become proficient in the preparation of corporate, individual, partnership, fiduciary and other tax returns prepared by the firm.
Assume responsibility for the completion of tax returns under the supervision of more experienced staff.