Senior Accountant

TITLE:  Senior Accountant

STATUS:  Exempt

POSITION SUMMARY:  Responsible for preparation and administration of engagements as delegated.  May serve as a liaison between the client and the Supervisor, Client Manager, and/or Principal.

REPORTING RELATIONSHIP:  Client Manager

SUPERVISION:  Works under the supervision of Supervisor, and/or Client Manager.

PAY RANGE:  $60,000 – $69,000

KEY RESULTS:

1. Meets performance objectives as outlined in Employee Performance Goals Objectives specific to employee.

  1. Realization
  2. Utilization
  3. Time Budget

2. Manages workflow.

  1. Works independently and provides training for other staff as directed.
  2. Obtains source data from clients.
  3. Develops ability to supervise and prioritize simultaneous engagements, projects and deadlines.
  4. Reviews work for completeness, accuracy and technical issues.
  5. Is alert to and identifies client needs (areas needing improvement as well as additional services), during all phases of the engagement and reports needs to Supervisor or Client Manager.
  6. Anticipates and resolves problems.  Communicates with Supervisor, Client Manager, or Principal.
  7. Monitors deadlines for assigned client services and regulatory filings.
  8. Tracks time on client engagements and documents per Nichols’ policy.
  9. Finishes projects within specified budgeted time and completion schedule.
  10. Makes recommendations for refinement of engagement procedures to increase job efficiency and effectiveness.

3. Participates in continuing education and performance improvement.

  1. Seeks continuing educational opportunities, in partnership with supervisor, to meet Nichols’ expectation of minimum 60 hours per year.
  2. Is active participant in Nichols’ coaching process, and determines annual professional development goals.
  3. Participates in on-the-job staff training, and coaches or mentors staff as required.
  4. Provides input for staff performance improvement as appropriate.

4. Effectively markets Firm.

  1. Delivers excellent client service
  2. Participates in plan for presentation and implementation of client cross-service opportunities.
  3. Communicates client needs to Client Managers and Principals.
  4. Advances business development skills through program learning and coaching, and achieves business development hourly goals documented on the Individual Business Development Plan & Monthly Scorecard.

 FIRM EXPECTATIONS:

    • Possesses and demonstrates a clear understanding of Nichols’ organizational structure, services offered to clients, and practices and policies relating to professional and administrative matters.
    • Demonstrates compliance with Nichols’ policies.
    • Sound ability to research and develop technical knowledge, identify issues, and analyze data.
    • Maintains confidentiality and understands the requirements of CPA state regulations and requirements.
    • Positive attitude toward Nichols’ vision and goals, and adheres to Nichols’ core values, mission and vision statements.
    • Participation in Nichols’ events.
    • Willingness to represent Nichols at marketing events.
    • Willingness to work increased hours during peak work cycles.
    • Willingness to travel as required.
    • Demonstrates sound knowledge of Microsoft operating and Firm application software.
    • Performs other duties as assigned.
    • Proactively seeks technical information through industry journals and association publications. Shares information with staff as is appropriate.
    • Understands what success in a Public Accounting career entails.

PROFESSIONAL COMPETENCIES:

    • Demonstrates ability to effectively interface with clients.
    • Demonstrates understanding of Nichols’ profit structure and business model.
    • Sound knowledge of technical matters and Nichols’ technical policies and procedures.
    • Communicates clearly and professionally, both verbally and in writing.
    • Establishes and maintains effective working relationships with other employees and supervisors.
    • Demonstrates a cooperative and professional attitude.
    • Performs with minimal supervision.
    • Demonstrates a propensity towards creative solutions.
    • Demonstrates an understanding of the responsibility to guide their career path with support from supervisors and mentors.

EDUCATION AND EXPERIENCE:

    1. CPA Certification
    2. Minimum of 2 years experience in public accounting

POSITION BENEFITS:

    1. Standard Firm Benefits
    2. Coaching Card Bonus Eligible
    3. Remote Work Access
    4. Cell Phone Plan Expense Reimbursement up to $50/Monthly

 

PHYSICAL REQUIREMENTS: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Essential Functions

  1. Ability to sit for long periods of time.
  2. Ability to lift bulky client records, files and laptop (up to 20 lbs).
  3. Licensed to drive a vehicle (and availability of an insured vehicle for business use when needed with mileage reimbursement).

Nichols is an equal opportunity employer and does not discriminate in hiring or employment, in accordance with the requirements of all applicable laws, including race, color, religion, national origin, ancestry, age, gender, marital status, military status, sexual orientation, disability, or medical condition.  

Disclaimer:  This job description can be modified at any time. Description assumes employee is proficient in all previous position competencies.

Advancement on your career path will be dependent upon your ability to demonstrate the necessary attributes to be successful at that level.