Responsibilities/tasks to be mastered prior to advancement to Accountant II:
Accounting:
• Compilations of in-house clients
• Bank reconciliations
• Journal entries
• Paperless workpapers
Tax:
• Introduction to 1040s
• Introduction to 1120s
• Introduction to 1065s
Other:
• Caseware setup (document management/trial balance software)
• Excel: Enter management report information
• Proofing management reports
• Exposure to field work
• Assist on special projects
• Initial client interaction
• Exposure to relationship building
Skill Set:
• Great work ethic
• Good communication skills
• Client service driven
• Desire to obtain CPA license