Employment criteria:
- High levels of intelligence, integrity, honesty, motivation, and aptitude for the profession
- Generally should be a certified public accountant
- Demonstrated ability in all areas of the staff accountant evaluation criteria
- Ability to develop and retain clients
Skills evaluation criteria in addition to staff accountant skills:
- Advanced knowledge federal income taxes
- Advanced knowledge of accounting standards
- Recognize client problems and assist in developing solutions
- Assume full responsibility for compilation engagements
- Work on research assignments involving “theory” and such “conceptual” areas as materiality and interrelationships of accounts
- Train and supervise the staff members assigned to engagements
- Prepare complex individual and business income tax returns
- Develop a working knowledge of investment and financial products available to clients commonly encountered in financial planning and consultation