Responsibilities

Tasks

• Identify clients' financial goals and objectives
• Plan, set up and administer accounting systems
• Supervise staff
• Train staff
• Analyze clients' financial records
• Prepare financial information for individuals, departments or companies
• Recommend improvements to accounting systems and management practices
• Prepare income tax returns from accounting records
• Analyze financial documents and reports
• Examine accounting records
• Provide financial, business and tax advice
• Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems
• Oversee payroll administration
• Provide clients with information
• Maintain registration systems, records and files
• Invoice clients

Supervision

• 5-10 people

Experience and specialization

Computer and technology knowledge

• Accounting software
• MS Office
• MS Excel
• TaxPrep

Area of specialization

• Financial planning
• Financial examination
• Accounting

Additional information

Personal suitability

• Client focus
• Dependability
• Flexibility
• Interpersonal awareness