The primary role of the Intermediate Accountant is to work as part of a team, completing a wide range of basic to moderate accounting work that constitutes the core of accounting services that Loren Nancke provides its clients. Intermediate Accountants are expected to continue to develop their professional judgement, build awareness of scope changes on files and begin to review and guide Staff Accountants, always maintaining and providing exceptional accounting services to our clients.
Strategy and governance:
Completes basic to moderate complexity files identifying scope changes on files, keeping Partners informed throughout file engagement, and verifying that the full range of accounting and administration activities meets the needs of our clients.
Takes an active role in engaging with clients, responding to client needs and developing rapport with clients, maintaining strong client relationships through quality execution and follow-up. Programs
Leverages various software, programs and cloud-based software, including Nitro, CaseWare, CaseView, Microsoft Suite, QuickBooks, Sage, Xero, TaxCycle and DoxCycle, PAGE.
Communicates effectively with clients and coworkers, asking appropriate questions, adapting communication to the tailored audience and representing the firm in a professional manner at all times.
Decision Making and Problem Solving
Identifies risks on files, applying information and experience to create proposed solutions and understanding when to seek assistance by escalating to a more senior Accountant to troubleshoot issues.
Teamwork and Leadership
Integrates into team, demonstrates a strong commitment to the team environment and works with the Accounting Manager to successfully begin to plan, coordinate, delegate and oversee work of Staff Accountants to uphold exceptional client service.
Upholds quality client service by meeting engagement objectives including adhering to time, budgets and outcomes, dealing with clients in a professional manner at all times and actively supports and participates in firm and/or community initiatives.
Takes ownership of work, personal/career/goal development and acts as support to Staff Accountants and peers to ensure work outputs meet firm and client needs.
Professionalism and Ethics
Demonstrates awareness of standards, policies and procedures in industry and of the firm, maintaining ethical behaviour at all times.
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