Irwin-Jackson & Co., Inc., CPA’s

JOB DESCRIPTION

            TITLE:                                    Partner

            CLASSIFICATION:              Full-time, exempt

            REPORTS TO:                      Managing Partner

DEFINITION

Partners have demonstrated a high commitment to the firm and strong, effective leadership and communication skills.  Partners focus on managerial, administrative, and promotional procedures while also assuming primary client responsibility.

PERFORMANCE EXPECTATIONS

Partners are expected to accept overall responsibility for the firm by:

•                      Keeping the firm’s name before the public by accepting speaking engagements, publishing articles and books, and participating in business, civic, and professional activities

•                      Monitoring all staff-client contacts by periodically reviewing engagements with clients, and reviewing and signing all work before submitting it to clients

•                      Developing and monitoring policies and procedures to increase productivity and fees without loss of morale or motivation

•                      Overseeing recruiting efforts of managers, ensuring that the firm has the resources necessary for attracting quality employees

•                      Maintaining high professional standards

•                      Complying with all peer review requirements

ASSIGNMENTS

Partners are expected to:

•                      Schedule work for the client services staff

•                      Make sure adequate training is provided for all staff members

•                      Manage budgetary and financial matters

•                      Maintain quality control

•                      Review staffing requirements and make related decisions annually or as needed

•                      Provide technical expertise as needed

•                      Ensure that all client contact reflects the firm’s commitment to quality service

PROFESSIONAL DEVELOPMENT

Partners are expected to develop professionally by:

•                      Acting as liaison between the firm and the public

•                      Attracting new business to the firm

•                      Maintaining close contact with clients, particularly referral sources

•                      Researching and implementing new services that can be provided for existing clients

•                      Continuing to accept speaking engagements, publish articles, and promote the firm whenever possible

•                      Conveying the importance of the firm’s commitment to quality growth to all staff members

•                      Learning new technology the firm introduces into the work environment

EDUCATIONAL REQUIREMENTS

Required licenses, certificates, knowledge, and skills

WORKING CONDITIONS

            Minimal safety hazards, general office conditions.

Every employee and partner works for Irwin-Jackson & Co.,  not only for a particular supervisor or department.  Accordingly, employees and partners are expected to act in the best interests of the firm, even if doing so requires actions or responsibilities not listed in the above job description.  This job description is provided for informational purposes only and is subject to revision by management when client service needs change.