Batley CPA, LLC.
Job Title: Staff Accountant
Reports To: Branch Manager
Location: Neenah, WI
FLSA Status: Non-exempt
Approved By:
Approved Date:
Job Description and Specification
SUMMARY
Well-rounded, qualified individuals will possess knowledge of accounting principles as well as personal and business income taxes to prepare a wide variety of diversified accounting and tax assignments, including: financial statements, bookkeeping tasks, simple to complex business and individual income tax returns, and other accounting and tax duties as assigned by Branch Manager. Performance is judged based on the quality of work, application of accounting and tax knowledge, and ability to meet time constraints. It is expected that duties are carried out efficiently, attentively, and conscientiously.
ESSENTIAL DUTIES AND RESPONSIBILITES
GENERAL
• Become familiar with the firm’s policies and procedures
• Perform general office duties such as filing, answering telephones, and handling routine correspondence
• Operate 10-key calculators and copy machines to perform calculations and produce documents
• Operate computers programmed with accounting and tax software to record, store, and analyze information, and produce finished products for clients and third parties
• Code documents according to company procedures
• Effectively communicate with clients to receive information necessary to complete the engagement with a minimum disruption to client
• Check client transactions, figures,
When we are communicating verbally with a client we have to remain polite, calm and focused, this is so messages don’t get misinterpreted and the progress of the conversation will be successful.
were necessary but not aggressive, remain polite to clients and remember that the client for all
The goal in the life of a college student is graduating and getting the dream job in the career field that is chosen. To achieve this goal takes more than just having the knowledge and heart for the career; it also takes technical skills to be able to perform the tasks. The Auditor: An Instructional Novella stretches beyond the standard textbooks to reveal the principles and practices of auditing as they are in the real world. The book consists of a few key aspects such as: targets students’ natural curiosity about the field of accounting, supports traditional teaching tools, shapes the potential challenges that awaits public accountants.
Above all, it identifies specific strategies that the firm should focus on and define allocation of responsibilities. Ideally, key functional areas should be broken down into different segments such as marketing, administration, human resources, and technology. However, determination of resource allocation depends mostly on the size of the firm. Presumably, larger firms such as the big four can set systems and procedures in all areas while small to medium sized firms handle certain areas they presume most valuable. In addition to well-functioning structure, accounting firms can achieve long term success by maintaining a blend of people and skills. A well-balanced team will usually have a mixture of qualified accountants, bookkeepers, and administrative support. Similarly, management capability to retain and motivate employees is crucial to a firm’s success. In order to attract and lead the appropriate people, creating the right tone is an important element in corporate governance and critical to effective
Kimmel, P. D., Weygandt, J. J., & Kieso, D. E. (2009). Accounting: Tools for business decision
On Wednesday, February 24, 2016, I conducted an interview with Professor Clarissa Wilkerson, JD, CPA. As an accounting major, I am extremely interested in pursuing a career in accounting and am a student in Professor Wilkerson’s class. Her enthusiastic personality continues to inspire me to pursue a career in this field. After explaining my career goals and the details of this assignment, she gladly accepted when I asked if she would be willing to conduct an interview to help me complete this interview report. Professor Wilkerson received her Master’s degree in Taxation from Georgia State University. She is also a licensed Certified Public Accountant (CPA), and has considerable experience in the field of accounting. A few of the topics we discussed were: the importance of teamwork, the way technology is changing accounting, the value of understanding finance and economics in relation to accounting, and the usefulness of receiving a degree in accounting and earning a CPA license.
To enable the client understands what you say you should keep to conversation short and simple, ask the client to repeat or rephrase the information you have just given, look at the client and see if they are listening as sometimes when communication a confused person may not be able to understand and start to ignore the information so it is important to keep eye contact with the
There are many other communication methods and styles that you can use to make sure you are always putting the communication and needs of your clients first.
II. Main Point #2. Contrary to popular belief, Accountants, and the tasks that they perform, are an important part of most people’s everyday life.
The job objective is to promptly respond to all customer inquiries, and to perform duties with tact and professionalism, manage all aspects of contract review, order processing, manage customer accounts, generate sales, participate
During my time at Accounting Firm X I learned many lessons that apply not only to accounting and the principles and practices associated with that subject, but also to life as a professional in a real world work setting. The purpose of this essay is to highlight my experiences at Accounting Firm X to shed light upon key learning experiences that can contribute to a holistic educational experience. In this essay I will first describe my goals and expectations. Next, I will go in to detail about my daily routine and how these exercises contributed toward the overall experience. I will then explore the overall lessons learned from my time spent at the firm.
Extensive hands-on experience with daily bookkeeping, investment fair valuation, monthly, quarterly and year-end financial preparation, tax analysis, and k-1 filing.
What draws me into the field of accountancy? Why do I want to launch a career as a certified public accountant (CPA)? What is there about numbers, spreadsheets, profit and loss statements, audits, inventory and fiduciary responsibility that appeal me? In this paper I will describe in detail the reasons why I am attracted to this field. Also, what are the duties and responsibilities of a CPA? How available are job openings for a person with the education and experience to work as a CPA? How well to companies compensate those hired as CPAs? These questions and issues will be thoroughly reviewed in this paper.
Accountants must have a good deal of experience working with computers. They develop computer applications to assist the analysis and presentation of their findings. Due to the e-commerce explosion, a majority of financial records are now web-related.
Accounting is the language of business. It is a profession that is being guided by principles, concepts, conventions, laws, etc. All these fundamental building blocks serve as common and general compasses to all practitioners of the profession. In some cases, they are nation-wide tailored, while in other cases, they are universally tailored. Accounting as a living, practical, dynamic and realistic profession covers so many areas of social, economic (business), and governmental activities. Surely, any endeavour that involves monetary and material activities create a room for the services of Accounting. Many of the human endeavours for which the accounting profession plays significant (some times inevitable) roles include; Banking, Insurance, Manufacturing, Farming Contracting, Oil and Gas, Mining, Transportation (Air, Land and Sea), Educational Institutions, Churches, Ministries, ICT, Hire Purchase, Local Government Authorities, Estate Businesses, Export and Import Businesses, Bill of Exchange Transactions, Royalties Transactions, Consignment Transactions, Stock Market Transactions, Sports, Entertainment, Hospitals and Hospitality Industry, etc.