WHAT DOES IT TAKE?
If you’re looking for a position to jump-start your career in an influential and established firm where you can gain experience with multiple clients and industries, this is the place for you. LGT offers educational, professional, and social opportunities to help each of our staff grow personally and professionally. Our family atmosphere sets us apart from larger firms and gives us the opportunity to help you develop your career!
ESSENTIAL FUNCTIONS
- Responsible for all phases of engagement including planning, supervising staff, reviewing financial statements. Prepare and/or review accompanying tax returns. While some of these may be delegated to lower level staff, the Manager is ultimately responsible for the completion of each step.
- Maintain client contact throughout the year; possess a thorough knowledge of the client and all facets of the client’s business.
- Maintain familiarity with qualifications of all staff members; review staff assignments for appropriateness.
- Adhere to and manage engagement time budgets; monitor staff budgets.
- Supervise staff and provide on–the-job training; review work papers and reports prepared by staff; evaluate internal controls and work programs prepared by staff.
- Review engagement letters prepared by staff for approval by partner.
- Keep partner informed of all important developments on engagement; anticipate and analyze problems and recommend solutions.
- Ensure that financial statements and management letters are prepared in accordance with professional and firm standards.
- Communicate progress of engagements, problems and resolutions to client.
- Ensure that financial statements are prepared in accordance with GAAP.
- Conduct or closely supervise technical research in areas that GAAP is ambiguous, or otherwise requires considerable professional judgment. Proactively work to ensure that new GAAP/GAAS rules are adopted timely.
- Work to develop responsible, trained staff by conducting Career Development meetings and giving staff appropriate and timely feedback.
- Prepare invoices to clients, communicate details of fees to clients, and assist in collection of overdue accounts.
- Maintain knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.
- Write or assist in writing proposals for new clients.
- Maintain a network of various community organizations as well as business professionals/personal contacts in order to bring business to the firm.
- Attend various business development/marketing activities.
TECHNICAL REQUIREMENTS
- Bachelor’s or Master’s degree in Accounting or related field required.
- Current and valid CPA license is required.
- Must be a member in good standing with the American Institute of CPAs.
- Proficiency in use of accounting and tax software programs such as CCH Engagement, RIA Checkpoint, Microsoft Word and Excel.
REQUIRED EXPERIENCE & SKILLS
- At least 5-7 years’ experience in public accounting, demonstrating a progression in complexity of auditing, scope of engagement, and number of engagements managed simultaneously. OR 10-12 years of comparable industry experience (audit related).
- Knowledge of GAAP, SASs, and GAAS.
- Demonstrated ability to bring in new business.
- Ability to effectively communicate in English orally and in writing with clients, partners and peers.
- Ability to effectively and efficiently supervise team members.
- Knowledge of federal tax laws related to corporate and partnership entities.
- Advanced knowledge of reporting concepts, financial statement preparation and disclosure requirements.
- Ability to identify, research and resolve accounting and auditing issues encountered on an engagement.