Prepares meaningful and well written correspondence, as well as clear and concise workpapers with definitive conclusions.
Demonstrates an awareness of Firm software packages and the ability to use such software effectively.
Progress towards/complete the CPA certification process. (at least 1 part taken for promotion to Senior and all parts required for promotion to Supervisor)
Demonstrates the ability to complete engagements, to include: 1) participating in engagement planning (i.e. budgeting, risk assessment, strategic development, and client assistance coordination); 2) reviewing and supervising staff work; 3) identifying issues and apply accounting principles and auditing procedures; 4) resolving open items; and 5) preparing and/or reviewing a complete set of financial statements.
CLIENT SERVICE SATISFACTION
Develops an understanding of the client’s business and the unique aspects of the industry in which it operates, including significant tax issues.
Demonstrates and proactively supports the Firm’s commitment to providing quality client service and developing positive working relationships with clients.
Reveals a good understanding of the Firm’s full range of client services by suggesting those to clients, when appropriate.
STAFF DEVELOPMENT
Demonstrates the ability and willingness to develop staff by: 1) delegating appropriate work to staff; 2) providing staff with honest, objective and constructive feedback in a timely manner; 3) being accessible to staff to assist in resolving concerns and questions; and 4) participating in in-house training for interns and new staff.
Fosters an environment of teamwork by example, as a team leader.
Willingly participates in the recruitment of new staff by referring and/or interviewing candidates, and attending on-campus recruiting events, when appropriate.
PRACTICE MANAGEMENT & FIRM PROFITABILITY
Is proactive in the management of engagements by anticipating problems and issues and keeping the in-charge/manager informed of engagement status.
Assesses and maintains both individual and total engagement productivity (realization, chargeability, etc.)
Participates in marketing activities/events of the Firm, when appropriate.
Complies with Firm practice management procedures and systems.
PERSONAL GROWTH
Displays executive presence, business acumen, and professionalism.
Exhibits effective communication and listening skills.
Develops networking relationships and participates in professional and community service organizations.
Displays the ability to make appropriate decisions under pressure.
