Responsibilities/tasks to be mastered prior to Partner Candidate consideration:

Accounting:
   • Manage initial audit of financial statement
   • Review accounting
   • Basic estate planning

Tax:
   • IRS and State audits
   • Review tax returns

Other:
   • Participation in firm Management Team
   • Function as a referral source
   • Strong connection with clients

Skill Set:
   • Leadership
   • Demonstrating the vision and mission of the firm
   • Understanding of the management issues of the firm
   • Networking ability