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ACCOUNTANT

The New Accountant is a transitional, career entry role with a very high learning curve. It is expected that after approximately 9 - 12 months the New Accountant will be functioning within the parameters of the Accountant Role. During the initial learning phase the New Accountant is expected to develop the skills that will provide for success in successive roles throughout a career in public accounting.

The purpose of the role is to process and summarize financial information for a variety of uses and includes: validation of the accuracy of un-audited financial statements (review engagements) and/or preparation of financial statements from client supplied information (notice to reader).

RESPONSIBILITIES

Technical
  • Process, summarize, organize and or analyze client information from a variety of accounting systems
  • Prepare working papers
  • Participate in planning meetings
  • Apply accounting principles and auditing procedures to ensure client records are properly prepared
  • Identify issues & potential solutions. Look up/research and prepare recommendations for possible solutions identifying the preferred solution.
  • Prepare financial statements
  • Gather tax information
  • Prepare simple basic corporate tax returns
  • Prepare simple to intermediate personal tax returns
  • Prepare various compliance related financial reports
  • Complete client bookkeeping
  • Develop a good knowledge of accounting and bookkeeping software
  • Develop an understanding of when and how to seek needed assistance
  • Participate in audit teams preparing sections of the audit file
Client Service
  • Develop understanding of need to establish positive relationships with client staff
  • Organize work and questions to minimize disruptions to client staff
  • Participate in pre & post engagement discussions on the work and how to improve service to the client
  • Understand the purpose of the time budgets and monitor own time compared to budget
Business Development
  • Develop knowledge of the Firm's products and services
  • Develop understanding of Firm's client service approach and expectations
  • Develop understanding of importance of client service
People Development
  • Develop understanding of responsibility for role within work teams
  • Accept instruction and direction
  • Works well with other team members
  • Works well independently
Firm Economics
  • Complies with Firm and Profession policies, procedures and standards
  • Uses various software and technology tools
  • Develops an understanding of Firm management processes and systems
  • Keeps supervisor informed of when work is behind or when more work is needed
  • Seeks feedback on performance
  • Develop work approaches that ensure efficient use of time
Development
  • Learn from work experiences and apply the learning to each successive assignment
  • Develop knowledge of professional reference & research materials and sources and begin to use them
  • Participate in training programs
  • Participate in education program
  • Develop the habit of reading economic and business magazines, newspaper articles, and industry reports
Entry Requirements1
  • Post-secondary diploma or degree in business education with a focus on accounting
  • Participation in an accounting designation program
OR
  • High School Diploma
  • Post-secondary accounting training
  • Aptitude for accounting
  • May have an unrelated diploma or degree
  • May have some related work experience
1 Please note that Entry Requirements indicate the "usual" requirements for hiring for all positions. There may be individual circumstances that differ from the "usual".

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