Pay and Benefits:
Salary Range: $85,000 to $105,000 annually
Bonuses: Annual, performance based
Paid Leave: PTO, holidays and select other weekend/holiday extender days
Health and Dental Benefits: Yes
Retirement Benefits: 401(k)
Other Benefits: Group term life, long term care, professional dues and education
Qualifications:
A Supervisor has a degree in accounting, and has several years of work experience in public or private accounting, or auditing. A Supervisor may have some experience with income taxes, but should have a focus on accounting and auditing.
A Supervisor has achieved the competencies required for advancement from Senior Accountant, and has developed a comprehensive understanding of client processes and procedures for all but the most complex or unusual areas of operations. A Supervisor also has a comprehensive understanding of accounting, auditing and reporting standards. A Supervisor is able to plan and direct engagements from start to finish, and is able to do so for multiple engagements.
Professional certifications:
A CPA license is required.
Job responsibilities:
Supervisors are guided by Managers or Shareholders in the performance of their job responsibilities, but generally perform work independently. Supervisors are responsible for planning and directing engagements from start to finish, and for performing work in operating and accounting areas of high complexity. Supervisors will typically have multiple engagements and/or special projects occurring simultaneously.
Key job responsibilities include the following:
Accounting and Auditing
- Preparing risk assessments.
- Assessing appropriateness of clients’ accounting policies, methodologies and estimates, and developing engagement responses to the results of the assessments.
- Researching accounting and reporting matters, and developing engagement responses to the results of that research.
- Assessing appropriateness of clients’ income tax policies, methodologies and estimates, and developing engagement responses to the results of the assessments.
- Researching income tax matters, and developing engagement responses to the results of that research.
- Documenting engagement findings, and developing recommendations for clients to address the findings. Presenting findings and recommendations to clients.
- Reviewing basic reports (i.e. Directors Exam, PDPA, internal audit).
- Reviewing basic financial statements and related footnotes.
- Preparing complex financial statements and related footnotes.
- Preparing specialty reports (i.e. offering memorandums).
- Directing special projects (i.e. depreciation calculations, certain regulatory reporting and holding company compilations).
Income Tax
- Preparing corporate income tax and deferred income tax calculations.
- Preparing and/or reviewing C corporation and S Corporation income tax returns.
Administration
- Preparing and/or reviewing engagement correspondence.
- Assisting in the determination of work timetables and budgets.
- Coordinating various engagement phases with both clients and FBL personnel. (i.e. planning, scheduling, wrap-up, logistics).
- Directing Senior Accountants and Staff Accountants, and instructing them in work to be performed.
- Reviewing the work of Senior Accountants and Staff Accountants, directing necessary changes in work and providing general feedback.
- Reviewing engagement binders and workpapers (for submission for final Manager or Shareholder review).
- Assisting with recruiting efforts.
- Preparing and presenting in-house training sessions.
- Mentoring staff accountants.
- Assisting in formal performance reviews.
Required competencies for advancement:
As Supervisors progress with respect to the quality and timeliness of their work, their depth of understanding of client systems and their depth of understanding of accounting, reporting and income tax matters, they will be assigned responsibilities in accounting, operating and income tax areas of substantial complexity. As Supervisors demonstrate the ability to effectively and efficiently oversee engagements from the preliminary planning stage to the final completion stage, they will be assigned increased supervisory and managerial responsibilities.
The following competencies must be consistently demonstrated before promotion to Manager is considered:
Technical
- The ability to complete work accurately and within established timeframes.
- The ability to complete work with limited oversight.
- The ability to timely and effectively communicate engagement issues, concerns and findings to managerial personnel and others on the engagement team.
- The ability to evaluate the results of work, identify engagement risks related to the work and develop an engagement response to those risks.
- The ability to identify, analyze and respond to risks related to operating, accounting, reporting and income tax matters of such complexity or newness that there is little or no existing guidance.
- The ability to develop custom engagement procedures from the “ground up” in response to identified risks and/or client requests.
- The ability to present findings and recommendations to clients (both verbally and in written reports) in a clear, concise and professional manner.
- The ability to prepare and critically evaluate analytical data, and to develop appropriate engagement responses to the results.
- The ability to perform accounting and tax research, and to develop appropriate conclusions and engagement responses based on the research.
- The ability to prepare complex financial statements with no or limited errors.
- The ability to prepare complex income tax and deferred income tax calculations with no or limited errors.
- The ability to make appropriate decisions on complex or unusual accounting and auditing matters, including the ability to seek consultation/second opinions.
- The employee must begin to develop specific areas of expertise (i.e. financial reporting, income tax, employee benefit plans, trust).
Administrative and Professional
- A CPA license is required.
- The employee must conduct him/her self in a professional manner with confidence and ease in the presence of clients, peers and other FBL personnel.
- The employee must display an ability to organize, prioritize and monitor the status of multiple tasks.
- The employee must display an ability to organize, prioritize and monitor the status of multiple engagements and special projects.
- The employee must display an ability to teach job responsibilities and technical knowledge to newer Supervisors, and to direct and review the work of those Supervisors and other engagement personnel.
- The ability to address issues of concern or contention in a calm, direct, appropriate and professional manner (including interactions with clients, Managers and Shareholders, peers and subordinates).
- The employee must begin to be involved in all aspects of client relationships - not only taking charge of individual engagements from beginning to end, but also coordinating special projects and work related to specialty departments (i.e. Information Technology, Loan Review, Compliance, Trust).
- The employee must recognize opportunities to provide additional services to existing clients, and must communicate those opportunities to both managers and Shareholders.
- The employee must assist in the evaluation and development of the firm’s policies and procedures.
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