Staff should have a Bachelor’s Degree in Accounting, and will occupy entry-level positions within the firm, working closely with their supervisors and managers. They will be assigned a mentor and a buddy. The mentor will help them navigate their work load, lay out a career path, formulate a schedule, and address any professional or technical issues that might present roadblocks. The buddy will be a staff member just senior to new staff who will assist with the day-to-day questions, hands-on training, and provide a friendly face.
At the staff level, expectations are mastery of the technical programs we use to serve our clients, a fundamental understanding of and ability to assist in audit & assurance engagements, and ability to prepare basic individual and business tax returns, and represent the firm in a manner consistent with BSB values.
In addition to a Bachelor’s Degree in Accounting, a senior should have at least 2 years of experience in the field of public accounting, and be a CPA candidate. They will build on the expectations of staff level, using professional judgment in their work, taking on more complicated tasks, assist in planning, executing, directing, and completing audits & assurance work, and tax returns. They will also be able to comfortably communicate with clients, and assist in training staff.
Building upon the requirements and responsibilities of a senior, a supervisor should have completed certification in public accounting, and have 4 -plus years of experience in public accounting. Supervisors are expected to possess project management skills, proficiency with technology, excellent written and verbal skills, and the ability to delegate tasks while providing staff with guidance and training. They are expected to lead in-house training session, have direct client contact, train staff and seniors, and assist with recruitment and marketing.
A manager is expected to plan, execute, and complete both attest and non-attest engagements in a wide variety of industries and manage those engagements to budget. A manager will be knowledgeable in all areas of tax preparation, and will be expected to review returns prepared by staff for partner’s signature. They will also recruit, manage, mentor, and train staff, seniors, and supervisors, in addition to assessing their performance on an on-going basis and for yearly reviews. Managers will also coordinate with partners and senior managers on client proposals and business development.
After 8-plus years in public accounting, a manager can be promoted to senior manager. Expectations are consistent with those of a manager, but include a greater knowledge of complex accounting and tax issues, and the ability to apply research methods to support proper treatment and resolution of such complex issues. Senior managers assist partners with recruiting, training, and assessing managers for year-end reviews. They are also more deeply involved with the day-to-day application of the administration of the firm and its workload, helping to meet clients’ needs and requirements in a timely manner, with great attention to detail.