PROFESSIONAL COMPETENCE & TECHNICAL DEVELOPMENT
- Prepares meaningful and well written correspondence, as well as clear and concise workpapers with definitive conclusions.
- Demonstrates an awareness of Firm software packages and the ability to use such software effectively.
- Progress towards/complete the CPA certification process. (at least 1 part taken for promotion to Senior and all parts required for promotion to Supervisor)
- Demonstrates the ability to complete engagements, to include: 1) participating in engagement planning (i.e. budgeting, risk assessment, strategic development, and client assistance coordination); 2) reviewing and supervising staff work; 3) identifying issues and apply accounting principles and auditing procedures; 4) resolving open items; and 5) preparing and/or reviewing a complete set of financial statements.
CLIENT SERVICE SATISFACTION
- Develops an understanding of the client’s business and the unique aspects of the industry in which it operates, including significant tax issues.
- Demonstrates and proactively supports the Firm’s commitment to providing quality client service and developing positive working relationships with clients.
- Reveals a good understanding of the Firm’s full range of client services by suggesting those to clients, when appropriate.
STAFF DEVELOPMENT
- Demonstrates the ability and willingness to develop staff by: 1) delegating appropriate work to staff; 2) providing staff with honest, objective and constructive feedback in a timely manner; 3) being accessible to staff to assist in resolving concerns and questions; and 4) participating in in-house training for interns and new staff.
- Fosters an environment of teamwork by example, as a team leader.
- Willingly participates in the recruitment of new staff by referring and/or interviewing candidates, and attending on-campus recruiting events, when appropriate.
PRACTICE MANAGEMENT & FIRM PROFITABILITY
- Is proactive in the management of engagements by anticipating problems and issues and keeping the in-charge/manager informed of engagement status.
- Assesses and maintains both individual and total engagement productivity (realization, chargeability, etc.)
- Participates in marketing activities/events of the Firm, when appropriate.
- Complies with Firm practice management procedures and systems.
PERSONAL GROWTH
- Displays executive presence, business acumen, and professionalism.
- Exhibits effective communication and listening skills.
- Develops networking relationships and participates in professional and community service organizations.
- Displays the ability to make appropriate decisions under pressure.
