Associate Accountant

REALIZE CPA, LLP

POSITION DESCRIPTION

Associate Accountant

POSITION OVERVIEW

                The Associate Accountant is responsible for providing quality tax services, accounting, and consulting work for the firm’s clients, in compliance with tax regulations and GAAP. Further, the Associate Accountant is responsible for working positively with clients and providing exceptional client service. The Associate Accountant works effectively with internal team members and clients to complete engagements. This is a non-exempt, hourly position. 

REPORTING RELATIONSHIP

The Associate Accountant reports to the Manager and Partner groups.                              

RESPONSIBILITIES

                The Associate Accountant is responsible for all aspects of the tax compliance and consulting processes.  This includes, but is not limited to, the following:

1. Technical Expertise – The Associate Accountant is responsible for providing quality tax and accounting services to clients in compliance with tax regulations and GAAP. They must read and interpret notes left by clients and managers in files, perform specific tax and accounting tasks as delegated, and conduct research on simple technical issues. Works with managers and partners to gain general understanding of the clients and their businesses. 
2. Client Relations – The Associate Accountant is responsible for working positively with clients and providing exceptional client service. They respond quickly to client and internal inquiries. Builds professional relationships with peers and client advisors. Acts responsibly and professionally at internal meetings, external meetings, and firm events. 
3. Engagement Management - The Associate Accountant plans and works effectively with internal team members and clients to complete engagements and follows firm procedures. They manage time and tasks appropriately to stay within budgeted guidelines; ask for reasonable clarification on assignments as necessary and understands where a specific task fits into the larger client deliverable. Is responsive to management and follows through on promise dates. Markets self for new work opportunities within the Firm.
4. Professional Development – The Associate Accountant assumes responsibility for professional self-development. They seek learning opportunities, both on the job and outside training; they look for tasks that challenge their current level of ability and take calculated risks. Dresses professionally and behaves cordially. Shows up to meetings prepared to listen actively and take notes. Participates actively and provides opinions in firm Pod groups.

KNOWLEDGE, SKILL, & ABILITY REQUIREMENTS

                Successful candidates for this position may have one to two years of significant tax and accounting experience.  Specific knowledge skills and abilities include the following:

1. Communication – Excellent verbal and written communication skills with internal staff and clients. Actively chooses a positive attitude.  Follows procedures. 
2. Tax/Accounting – Basic knowledge of tax regulations and GAAP. Enjoys working hard on challenging tasks. Has a general understanding of financial statements and the mechanics of a working trial balance. Work products and services are delivered accurately and presented well.
3. Technical – Proficiency in use of tax and accounting software including CCH Axcess Tax, Engagement, and Microsoft Office Suite programs such as Excel, Word, and PowerPoint. 
4. Education – Bachelor of Science in Accounting or Finance with progress toward a CPA license.
5. Management Skills – Excellent time management and prioritization skills in completing multiple projects within accepted budgets on deadline. People like working with them.  Works hard and meets/exceeds hourly goals consistently. Knows when to ask for help. Works with MIT/Mentor to resolve schedule conflicts and prioritize workflows.