Irwin-Jackson & Co., Inc., CPA’s

JOB DESCRIPTION 

          TITLE:                            Manager/Senior Manager

          CLASSIFICATION:           Full-time, exempt

          REPORTS TO:                  Partners

SUMMARY OF RESPONSIBILITIES

Managers are essentially partners-in-training, and are involved in almost all of the areas for which partners are responsible.  Managers should exhibit technical proficiency and the ability to supervise and complete engagements, possess a thorough knowledge of the firm’s policies and procedures, and serve as intermediaries between partners, clients and senior accountants.

ESSENTIAL FUNCTIONS

1.                   Assume responsibility for planning, supervising and completing engagements.

2.                   Plan the timing and assigning of staff to engagements.

3.                   Review engagement workpapers, resolve any problems and keep the partner informed of all important developments in the engagement.

4.                   Prepare client billings.

5.                   Evaluate the performance of senior accountants.

6.                   Development of new client contacts and relationships beneficial to the firm.

7.                   Assist in administrative functions as assigned by the partners.

8.                   Recognize opportunities to provide additional services to existing clients.

OTHER FUNCTIONS

9.                   Perform other duties as assigned from time to time by the firm’s partners.

WORKING CONDITIONS

10.               Involved working in the firm’s office or on the client’s premises.  Work on the client’s premises may require the use of the manager’s personal car.

11.               Moderate to low overtime required throughout the year.  High level of overtime may be required to complete audit and tax engagements.

12.               Managers normally have a minimum of three years experience as a senior accountant (or equivalent experience as deemed appropriate by the partners).

13.               Senior managers normally have a minimum of three years experience as a manager (or equivalent experience as deemed appropriate by the partners).

REQUIRED EDUCATION

14.                           Managers and senior managers must be certified public accountants.

This job description does not list all the duties of the job.  Managers/senior managers may be asked to perform other instructions and duties.  The employee will be evaluated in part based on performance of the duties listed in this job description.

Management reserves the right to revise this job description at any time.  The job description is not a contract for employment and, consistent with the “at-will” relationship, either the employee or the firm may terminate employment at any time, for any reason.