Senior Accountant

Overall Expectations

Senior accountants are able to handle in-charge responsibilities on specific projects. Senior accountants report to managers and shareholders and are delegated certain responsibilities for planning and supervision. Senior accountants are also assigned staff accountants and para-professionals to supervise and are expected to review their work in a timely manner.

Senior accountants should show initiative in obtaining the types of assignments and special projects that will further increase their technical skills especially in their area of expertise.

Senior accountants have direct contact with clients and should understand our clients’ businesses and offer suggestions for improving the efficiency of our clients’ accounting functions.

Criteria for Promotion to Senior and Responsibilities of a Senior Accountant:

  • Preparing and supervising monthly and yearly compilations
  • Preparing and supervising corporate, individual, trust, and other tax returns
  • Participating in and assuming in-charge responsibilities for reviews and audits
  • Performing in-charge responsibilities of specific tax, accounting and consulting engagements

Areas of Concentration

  • Developing technical knowledge to perform in-charge responsibilities
  • Developing both verbal and written communication skills
  • Passed or showing progress toward passing the CPA exam
  • Assisting shareholders and managers in developing additional accounting services for current clients
  • Begin developing an area of expertise
  • Developing contacts through networking and community involvement
  • Participating in professional staff recruiting


Essential Position Functions

Senior accountants should assume responsibility for the training of new staff on the accounting, tax and other software utilized by the Firm. They should also serve as a resource for accountants and accounting assistants and provide help and/or supervision as needed.

A senior accountant is able to take a task from beginning to end in an efficient manner providing a quality product in a timely manner. Senior accountants should obtain experience making practice development contacts and join community or professional organizations.


Other Functions

  1. Prepares other reports and projects as requested from time to time by managers and shareholders
  2. Participates in firm’s practice development efforts through involvement with referral sources, community, and industry activities


Qualification Requirements

Bachelor’s degree in accounting required. At least three (3) years experience in public accounting demonstrating a proven progression in tax and/or audit complexity, scope, and research. Minimum of one (1) year experience supervising and directing work of other team members. A current and valid certified public accountant’s license is a plus, but nearing completion of this process is acceptable. Proficiency must have been achieved in the use of general office software and other specific accounting, attest, and tax software.