Understand performance expectations; plan, organize, and complete work efficiently within

assigned budgets and timeframes.

Develop awareness of the Firm’s vision, business strategies, business plan, and personal role in

supporting firm goals.

Build technical competence through degree completion, CPA-track development, on-the-job learning, and formal training opportunities.

Gather, analyze, synthesize, and report data accurately using relevant technology, systems, and

processes.

Document findings clearly and concisely, expressing ideas effectively in written and verbal

communication.

Develop effective client relationships by understanding client needs, expectations, assignments,

backgrounds, and service priorities.

Seek feedback, set and monitor career goals with senior team members, and actively pursue

growth aligned with the competency model.

Work cooperatively in teams, share information, contribute ideas, support peers, and maintain

strong listening and communication skills.

Develop working knowledge of the Firm’s full range of services, systems, processes, knowledge

resources, and sales/marketing approach.

Build internal and external professional networks and participate in school visits, recruiting

efforts, retention initiatives, and community involvement.

Bachelor’s Degree in Accounting is required; MST, MSA, MBA or other industry-related graduate degree is a plus

Excellent analytical, organizational, and written/verbal communication skills

CPA or CPA track

A demonstrated ability to remain organized in a time-sensitive and deadline-driven industry

Strong problem-solving, logic, and reasoning capabilities

High proficiency in technology and applicable software programs, efficient in Microsoft Excel

 Detail-oriented, fast learner

Management experience is a plus

Collaborative team player

Strong work ethic and ability to operate in a fast-paced environment