A Senior Accountant is newly in a position of advanced technical aptitude and supervisory responsibilities. A Senior must be able to handle more complex assignments than the staff, begin to learn the complete process of managing all tasks regarding client work, and take a lead role in developing/reviewing the work of less experienced staff. The Senior role is the bridge between the staff, who are executing the client-service related tasks, and the management, who are strategizing and overseeing successful completion of efficient engagement activity and top quality client service. The Senior needs to be the liaison to management, and therefore needs to develop a broader scope of the business into a supervisory role. During this time, the Senior is expected to develop confidence with his/her role, to become fully acclimated to a supervisory position, where he/she may be in charge of the day-to-day activity on multiple engagements and/or supervising multiple team members. The Senior increasingly needs to be able to perform the most complex technical tasks of the engagement and work more and more with less supervision. Finally, to adequately prepare for manager responsibilities, the Senior needs to explore opportunities amongst various industries over time and then narrow down their industry focus.
Demonstrates knowledge of all technical aspects of the job, including related knowledge of necessary systems and procedures
Handles more complex tasks and projects within discipline/ function
Reviews work of less experienced staff and shares knowledge to develop staff technical skills
Recognizes complex technical issues, evaluates facts efficiently, and uses strategic decision-making skills to assist management in solving problems
Demonstrates savvy and understanding of interrelationship with other departments
Demonstrates advanced technical knowledge effectively through written and verbal communication.
Follow regulations and professional ethics of state bodies appropriate to discipline, including AICPA.
Keep current on all professional pronouncements.
Proficient in use of all technology necessary to performance execution
Ensures top quality client service and oversees client service performance of staff
Assists management in planning and managing engagement activity and follows through to achieve results
Recognizes needs and issues pertinent to client activity and demonstrates ownership of engagement’s day-to-day tasks and activities.
Maintains designated chargeable hours for the year (determined by Geography & Discipline leaders)
Appropriately manages risk and ensures quality control procedures are being executed
Coordinates various phases of engagement with Management
Builds client relationships and maintains smooth working relationship
Responds timely and accurately to internal team and client requests
Seeks new ideas and better ways of accomplishing job and company goals
Increasingly builds knowledge base of the Firm’s industry lines and service offerings
Solicits internal experts from which to learn and builds relationships
Begins to develop referral sources, which may include involvement in community, social, business, and professional organizations, as well as Alumni functions
Increasingly develops understanding of how to identify market opportunities; assists management in identify marketing and sales opportunities
Positively represents and actively promotes the Firm
Participates in mentoring, training, recruiting, retention and team-building activities; effectively delegates, supervises, trains and mentors all staff
Provides timely input to Manager on performance reviews.
Assists management in motivating all staff and building morale.
Proactively shares knowledge and takes ownership of developing people
Effectively supervises staff with poise and professionalism during stressful times, especially during peak periods of client engagement and deadlines
Serves as a role model for the staff
Promotes the ideals, values, mission, and vision of the firm.
Conducts oneself professionally and shows respect to others at all times
Proactively seeks knowledge, new tasks and responsibilities
Cooperative and responsive to training, supervision and constructive criticism
Respects and embraces diversity; looks to build a One-Firm team spirit amongst staff
Punctually enters time and expenses to support efficient billing processes
Reviews & monitors staff time
Maintains appropriate compliance with all firm wide and local office policies and procedures
Promotes the most efficient operations of the Firm and supports compliance guidelines in managing others
Experience and Education
Minimum Bachelor’s degree or equivalent technology experience
Bachelor’s in Accounting (for Audit or Tax)
2-6 years in relevant position
Public accounting or other professional services environment preferred
License / Certification
Must progress professionally by obtaining relevant certification as soon as possible if certification is not already attained in order to advance.
Must maintain required CPE credits annually
Legal / Compliance
Must complete acknowledgement of Corporate Policy and Compliance Manual
Must complete acknowledgement of Employee Manual document
Must complete acknowledgement of Independence Guidelines and Ethical Standards document
Governmental engagements require ability to obtain a security clearance from the United States government.
UHY LLP is a licensed independent CPA firm that performs attest services in an alternative practice structure with UHY Advisors, Inc. and its subsidiary entities. UHY Advisors, Inc. provides tax and business consulting services through wholly owned subsidiary entities that operate under the name of "UHY Advisors." UHY Advisors, Inc. and its subsidiary entities are not licensed CPA firms. UHY LLP a...nd UHY Advisors, Inc. are U.S. members of Urbach Hacker Young International Limited, a UK company, and form part of the international UHY network of legally independent accounting and consulting firms. "UHY" is the brand name for the UHY international network. Any services described herein are provided by UHY LLP and/or UHY Advisors (as the case may be) and not by UHY or any other member firm of UHY. Neither UHY nor any member of UHY has any liability for services provided by other member.
At UHY LLP, we're all about what sets us apart. Our entrepreneurial spirit fosters an environment in which our employees are engaged and empowered, which we believe results in better client service. Our firm is the preferred choice from new accounting graduates to experienced professionals with significant Big Four experience. The common factor is that we foster an environment for our professionals to help clients succeed, and in doing so, they can excel in their own careers.