Staff Accountant I

Summary:Under supervision, the Staff Accountant I will assist in audits, reviews, compilations; prepare taxreturns for individuals, corporations, trusts and partnerships; conduct tax research and assist in tax planning; complete corporate accounting engagements; prepare financial statements and communicate as needed with reviewer, Manager or Principal. This position works extra hours during busy season.Essential functions: Performs all work according to the firm's methods, policies and proceduresPerforms compilations, reviews and auditsPrepares workpapers, business, and individual tax returnsPerforms tax planning for individuals and businesses (periodic and year-end)Prepares client and IRS correspondence lettersPrepares return extensions as neededPrepares property tax returnsPerforms bookkeeping duties for businesses and individualsSets up and organizes engagement bindersPerforms other tasks as assigned.Note: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Minimum Requirements: BA or Accounting certificate and an understanding of the basic principles of accounting. 6 months exp and/or internship exp preferred.Competencies:Shows consistent communication with reviewers, Managers and Principals on allengagementsDemonstrates clear and concise communications with reviewers, Managersand Principals whether written or oral.Shows consistent and timely clearing of all review commentsConsistently complies with firm procedure with regard to the following:Enter all time on daily basisUse of document saving and naming conventionsUse of XCMPrepares weekly schedule in advance of scheduler's need for the reportConsistently prepares neat, complete and organized workpapers using the firm's technologyDevelops a working plan to obtain a CPA licenseDemonstrates a commitment to attending training opportunitiesPhysical Requirements:Sitting: Prolonged periods of sitting at a desk and working on a computer.Travel: - Occasional non-local travel may be required for no more than 5-10% of the year, dependingon the assigned client base. Regular local travel to client sites required.Lifting: - Occasional lifting of boxes and/or paperwork up to 25 pounds.Note: the job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice.

Created: 2026-04-02