Senior / In-charge

Employees at this level have a minimum of two years’ experience as a staff accountant and normally have passed the CPA exam.

Seniors will:

  • know and understand the firm’s policies and procedures
  • possess technical knowledge sufficient to supervise staff accountants
  • begin acquiring the skills necessary to develop quality client relationships and loyalty

If assigned primarily to the audit department:

  • begin to develop a command of GAAP, OCBOA, unique or specialized accounting principles and financial statement presentations
  • have a thorough understanding of generally accepted auditing standards and common audit procedures and techniques
  • assume responsibility for efficiently supervising both audit and non-audit engagements

If assigned primarily to the tax department:

  • begin developing a command of pertinent IRC sections and regulations
  • become proficient at tax research, including knowledge of the resources available
  • assume responsibility for the supervision of tax-return preparers