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Posted : Thursday, November 02, 2023 04:54 AM
Roles and Responsibilities
Technical Expertise and Work Quality
• Possess an intermediate level of understanding in accounting and tax concepts.
• Gain familiarity and develop proficiency with relevant firm technical resources and computer applications; demonstrate effective use of these resources.
• Follow established tax procedures, such as document organization, workpaper presentation, and workflow protocol.
• Demonstrate a commonsense approach to problem solving, clearly identify issues and/or problems as they arise, and propose solutions to in-charge staff, as appropriate.
• Listen carefully to instructions to develop a sound understanding of the assigned tasks, take notes, ask questions, and seek clarification of instructions and assignments.
• Possess sufficient skills to navigate within the tax software.
• Possess fundamental tax compliance skills and knowledge to complete Level 2 federal and state tax forms for individuals and business engagements.
• Organize and reference tax file workpapers.
Be able to follow and understand prior year workpapers and returns and prepare current year tax workpapers.
• Demonstrate ability to complete specific tasks, reports, and other deliverables within assigned timeframes and budgets.
Communicate perceived obstacles for completion to in-charge staff as soon as possible.
• Clear any review comments noted by the person-in-charge.
• Initiate and respond to suggestions to improve work quality and efficiency.
Client Management and Service • Communicate with others in a tactful and business-like manner.
• Provide regular and frequent communication with in-charge staff regarding the status of assignments in progress.
• Accurately complete tasks within the timeframes established by clients as communicated through in-charge staff.
• Demonstrate efforts to gain an understanding of the client (rather than just copying workpapers) through inquiry, observation, and study as well as interaction with in-charge staff and others at YHB.
• Be responsive to the need to meet client expectations, deadlines, and be flexible as much as possible in assisting the team to meet these expectations and deadlines.
• Display confidence in expressing ideas and proposed solutions.
• Initiate communication with Supervisors and circle leaders to determine job responsibilities (ie.
equipment responsibilities, dress code, and basic understanding of client) prior to arrival.
• Maintain the complete confidentiality of all client and firm information.
• A commitment to respond to clients within 24 hours.
• Represent YHB to clients in a professional manner, adhering to YHB standards.
• Maintain daily time entry for accurate reporting firm wide.
Business Development • Learn and demonstrate knowledge in the YHB’s service capabilities.
• Recognize the need to expand our practice and that all team members can participate in the process.
• Establish a network of client and business contacts and seek ways to increase YHB visibility among peers or by becoming involved in a professional or community organization.
• Be aware of potential opportunities with existing clients or non-clients and bring these to the attention of others within the firm.
Personal Participation and Professional Development • Follow YHB’s time reporting requirements including timely entry of weekly time for payroll and billing purposes.
• Prepare for and complete the CPA exam.
• Demonstrate active involvement in self-improvement activities, including the awareness and development of their functional and industry specialization.
• Take responsibility for attaining chargeable hour requirements.
• Initiate and respond to suggestions to improve work quality.
• Actively participate in self-development activities such as reading technical information, interacting with firm leaders, and maintaining minimum standards for firm professional licensing/continuing education requirements.
• Solicit overall performance feedback on assigned areas from Supervisors and Managers.
• When not assigned to an engagement, actively seek chargeable work from Supervisors and Managers.
• During periods of non-billable time, seek out value-added projects such as writing newsletters, marketing activities, or research projects.
• Set challenging goals and be receptive to goals set by their circle leaders.
• Be cognizant of interactions within the community, realizing that in many cases you may be the only source of exposure for YHB.
• Demonstrate an increasing ability to work through challenging tasks, however, still seeking guidance and input from in-charge staff to maintain efficiency.
• Honestly assess your own performance upon completion of engagement or assignments.
• Gain understanding of department goals and responsibilities.
• Understanding the role of Supervisor and working to expand roles and responsibilities to that level.
• Overnight travel to out-of-town YHB offices, client locations and continuing professional education may be required.
Leading and Developing Others • Participate in staff recruiting activities, including campus visits, internship, externship, etc.
when it does not interfere with client work.
• Use peers as a resource for personal development and information sharing.
• Provide feedback during annual upward evaluations.
• Understand the importance of cooperation and teamwork.
Demonstrate this understanding by maintaining positive working relationships with firm leaders, clients, and other team members, which requires an attitude of helpfulness, a focus on team success, and the consideration of ideas from others.
Required Education and Experience: • Bachelor’s degree in accounting or a relevant field required or equivalent combination of education and work experience.
• Accounting course work and credit hour requirements (150) to achieve the CPA certification preferred.
• A dedication to teamwork and leadership • Effective verbal and written communication skills • Ability to handle multiple tasks simultaneously.
• Possesses a high level of integrity and ability to respect confidentiality.
• Enthusiastic and self-motivated • Demonstrated time and work management skills necessary to manage a complex workload.
This description reflects the core activities of the role but is not intended to be all-inclusive and other duties within the group/department may be required in addition to changes in the emphasis of duties as required from time to time.
#LI-Hybrid
• Gain familiarity and develop proficiency with relevant firm technical resources and computer applications; demonstrate effective use of these resources.
• Follow established tax procedures, such as document organization, workpaper presentation, and workflow protocol.
• Demonstrate a commonsense approach to problem solving, clearly identify issues and/or problems as they arise, and propose solutions to in-charge staff, as appropriate.
• Listen carefully to instructions to develop a sound understanding of the assigned tasks, take notes, ask questions, and seek clarification of instructions and assignments.
• Possess sufficient skills to navigate within the tax software.
• Possess fundamental tax compliance skills and knowledge to complete Level 2 federal and state tax forms for individuals and business engagements.
• Organize and reference tax file workpapers.
Be able to follow and understand prior year workpapers and returns and prepare current year tax workpapers.
• Demonstrate ability to complete specific tasks, reports, and other deliverables within assigned timeframes and budgets.
Communicate perceived obstacles for completion to in-charge staff as soon as possible.
• Clear any review comments noted by the person-in-charge.
• Initiate and respond to suggestions to improve work quality and efficiency.
Client Management and Service • Communicate with others in a tactful and business-like manner.
• Provide regular and frequent communication with in-charge staff regarding the status of assignments in progress.
• Accurately complete tasks within the timeframes established by clients as communicated through in-charge staff.
• Demonstrate efforts to gain an understanding of the client (rather than just copying workpapers) through inquiry, observation, and study as well as interaction with in-charge staff and others at YHB.
• Be responsive to the need to meet client expectations, deadlines, and be flexible as much as possible in assisting the team to meet these expectations and deadlines.
• Display confidence in expressing ideas and proposed solutions.
• Initiate communication with Supervisors and circle leaders to determine job responsibilities (ie.
equipment responsibilities, dress code, and basic understanding of client) prior to arrival.
• Maintain the complete confidentiality of all client and firm information.
• A commitment to respond to clients within 24 hours.
• Represent YHB to clients in a professional manner, adhering to YHB standards.
• Maintain daily time entry for accurate reporting firm wide.
Business Development • Learn and demonstrate knowledge in the YHB’s service capabilities.
• Recognize the need to expand our practice and that all team members can participate in the process.
• Establish a network of client and business contacts and seek ways to increase YHB visibility among peers or by becoming involved in a professional or community organization.
• Be aware of potential opportunities with existing clients or non-clients and bring these to the attention of others within the firm.
Personal Participation and Professional Development • Follow YHB’s time reporting requirements including timely entry of weekly time for payroll and billing purposes.
• Prepare for and complete the CPA exam.
• Demonstrate active involvement in self-improvement activities, including the awareness and development of their functional and industry specialization.
• Take responsibility for attaining chargeable hour requirements.
• Initiate and respond to suggestions to improve work quality.
• Actively participate in self-development activities such as reading technical information, interacting with firm leaders, and maintaining minimum standards for firm professional licensing/continuing education requirements.
• Solicit overall performance feedback on assigned areas from Supervisors and Managers.
• When not assigned to an engagement, actively seek chargeable work from Supervisors and Managers.
• During periods of non-billable time, seek out value-added projects such as writing newsletters, marketing activities, or research projects.
• Set challenging goals and be receptive to goals set by their circle leaders.
• Be cognizant of interactions within the community, realizing that in many cases you may be the only source of exposure for YHB.
• Demonstrate an increasing ability to work through challenging tasks, however, still seeking guidance and input from in-charge staff to maintain efficiency.
• Honestly assess your own performance upon completion of engagement or assignments.
• Gain understanding of department goals and responsibilities.
• Understanding the role of Supervisor and working to expand roles and responsibilities to that level.
• Overnight travel to out-of-town YHB offices, client locations and continuing professional education may be required.
Leading and Developing Others • Participate in staff recruiting activities, including campus visits, internship, externship, etc.
when it does not interfere with client work.
• Use peers as a resource for personal development and information sharing.
• Provide feedback during annual upward evaluations.
• Understand the importance of cooperation and teamwork.
Demonstrate this understanding by maintaining positive working relationships with firm leaders, clients, and other team members, which requires an attitude of helpfulness, a focus on team success, and the consideration of ideas from others.
Required Education and Experience: • Bachelor’s degree in accounting or a relevant field required or equivalent combination of education and work experience.
• Accounting course work and credit hour requirements (150) to achieve the CPA certification preferred.
• A dedication to teamwork and leadership • Effective verbal and written communication skills • Ability to handle multiple tasks simultaneously.
• Possesses a high level of integrity and ability to respect confidentiality.
• Enthusiastic and self-motivated • Demonstrated time and work management skills necessary to manage a complex workload.
This description reflects the core activities of the role but is not intended to be all-inclusive and other duties within the group/department may be required in addition to changes in the emphasis of duties as required from time to time.
#LI-Hybrid
• Phone : NA
• Location : Owings Mills,Maryland,21117,United States, Owings Mills, MD
• Post ID: 9005428458
