POSITION OVERVIEW

The Applications Specialist is responsible for providing support of software, including configuring new software,

altering or improving software, troubleshooting issues and planning and testing upgrades. The person in this role

will provide consultation, support, documentation and training to end-users. Additional support and input to the

Technology Committee may be required.

KEY RESPONSIBILITIES

  • Provides support of software, including configuration, maintenance, and support.
  • Identifies potential solutions and assesses them for both technical and business suitability.
  • Participate in system integration and network analysis activities.
  • Documents solutions in a way that will assist staff who encounter similar problems in the future.
  • Conducts training on new or existing software for optimal use.
  • Keeps up to date with technical as well as industry sector developments.
  • Integrates software capability updates into firm policies and procedures and trains on them when necessary.
  • Ensures that budgets are adhered to, and deadlines met.
  • Maintains confidentiality with regard to the information being processed, stored or accessed.
  • May maintain hardware and software inventories.

QUALIFICATIONS

Education:

  • AA or Bachelor’s degree in MIS, technology-related field or business-related field.

Experience:

  • 2 years of experience in applications or support.
  • Experience with PC hardware and software is required.
  • Experience with Microsoft products is required.

Skills/Abilities:

  • Working knowledge of a wide variety of software to effectively support firm’s technical needs.
  • Working knowledge of PC hardware and software including printers and scanners.
  • Working knowledge of several software programs and data interfaces.
  • Basic knowledge of networking concepts.
  • Ability to identify and resolve conflicts between technology and business objectives.
  • Outstanding customer service skills.
  • Ability to work independently and in a team environment.
  • Ability to communicate clearly verbally and in writing.
  • Ability to work on multiple projects and meet deadlines by setting priorities with work projects.
  • Ability to establish and maintain effective working relationships with co-workers.

Our Client Firm is a Twin Cities based accounting firm delivering exceptional service for their clients throughout the Midwest. This CPA firm located in the Western Suburbs of the Twin Cities has over one hundred talented professionals delivering audit and accounting, outsourced bookkeeping, and tax services.

Their continued growth has created a need to add a key professional to their Tax team. As a Tax Senior you will play an important role in managing client relationships and supervising and developing staff. Our client offers its team members access to state of the art technology, the finest research tools, and a fun, friendly and collaborative culture in which to thrive and grow as an accounting professional.

The Senior Accountant is responsible for organizing and driving client deliverables individually or as part
of a team. They are the face of the firm and maintain client contact to effectively complete assigned
projects.

KEY RESPONSIBILITIES

Financial Performance
• Accountable for project work plans and assigned tasks; including budget and profitability.
• Identify opportunities to improve project profitability.

Client Service Management
• Strong understanding of clients’ situation.
• Identify client needs and opportunities.
• Build working relationships with clients.

Business Development
• Identify opportunities to increase service offerings through existing firm services.

Team Development
• Organize and control multiple responsibilities and resources to achieve objectives.
• Provide timely performance feedback to assigned staff.

Personal Effectiveness
• Identify compliance issues, research technical literature and seek guidance.
• Develop deeper technical knowledge and skill set within department.
• Review staff work to ensure quality, thoroughness and completeness.
• Pursue self-development opportunities.

Leadership
• Lead by example, demonstrate enthusiasm and encourage team members.
• Share and transfer knowledge with team members.

Additional roles could include but are not limited to:
• Board initiatives
• Recruiting
• Software Champion
• Training and education
• Onboarding

QUALIFICATIONS
Education:
• Bachelor’s degree in accounting.
• Certified Public Accountant (CPA) or Enrolled Agent (EA) preferred.
Experience:
• Served as a Staff Accountant or similar experience.
Production:
• Meet firm standard for chargeable hours and realization.

Skills/Abilities:
• Problem solving ability.
• Has made decision on department assignment.
• Communicate issues, delays and status against expectations with team members.
• A working knowledge of firm products and services in the practice area and a general knowledge of products and services in other practice areas.
• A general understanding of market trends relating to clients and local business initiatives.
• Ability to work independently and take initiative, anticipating and resolving problems.
• Proven ability to manage multiple priorities and assignments.
• High level of ethics, integrity and professionalism.
• Demonstrates organization and administrative skills.
• Displays sound decision-making skills
• Ability to concisely an effectively communicate work performed
• Aligned self-development to support position responsibilities