Certified Public Accountant (CPA) Job Description
Certified public accountant (CPA)
provides support for statutory accounting external reporting and related audit/tax audits and governance: execution, control and results.
Certified Public Accountant (CPA) Duties & Responsibilities
To write an effective certified public accountant (CPA) job description, begin by listing detailed duties, responsibilities and expectations. We have included certified public accountant (CPA) job description templates that you can modify and use.
Sample responsibilities for this position include:
Work with leadership to identify new and emerging risks and then plan internally to monitor and control those risks
Manages all financial transactions as it relates to revenue and related reporting
Review and approves monthly/quarterly account reconciliations completed by direct reports
Audit entries for accuracy and completeness
Understands and applies Generally Accepted Accounting Principles (GAAP), Governmental Accounting Standards, Generally Accepted Governmental Auditing Standards (GAGAS), statutory accounting requirements, and departmental fiscal policies and procedures
Identifies and implements processes for components of accounting functions where discrepancies exist between current procedures and applicable requirements
Implement solutions to complex problems, issues and differences involving the department's financial program that are identified by external auditors, agency staff, or other entities
Analyzes financial statistics and other accounting data
Provides professional guidance and assistance in the solution of complex accounting and financial problems
Directs operational analyses of accounting systems, subsystems and/or procedures
Certified Public Accountant (CPA) Qualifications
Qualifications for a job description may include education, certification, and experience.
Education for Certified Public Accountant (CPA)
Typically a job would require a certain level of education.
Employers hiring for the certified public accountant (CPA) job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Accounting, Education, Business, Management, Taxation, Finance
Skills for Certified Public Accountant (CPA)
Desired skills for certified public accountant (CPA) include:
Humana’s internal policies and procedures
QuickBooks and other related accounting platforms
Individual and business tax laws
Audit skills
Lacerte Tax software and QuickBooks
Desired experience for certified public accountant (CPA) includes:
Perform other duties as assigned, requested or directed
Ability to understand and evaluate the enterprise risk management functions of insurers
Ability to prioritize assignments and set prioritizations for team members under direct supervision
Objective, fair, reasonable and courteous with the ability to apply professional judgment and draw sound conclusions while setting a good example
Ability to effectively communicate examination approach
Ability to identify most significant solvency risks facing insurer
Certified Public Accountant (CPA) Examples
1
Certified Public Accountant (CPA) Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of certified public accountant (CPA). Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for certified public accountant (CPA)
- Works with the VP of Finance & General Manager on appropriate fiscal strategies for the organization
- Receives and applies payment to customer accounts in an accurate and timely manner
- Files payment remittance documents, correspondence and invoices
- Reviews records of accounts to ensure accuracy
- Develops systems for the maintenance of financial records, making use of current technologies
- Creates forms and manuals for accounting and bookkeeping personnel
- Prepares monthly, quarterly and annual financial reports, monthly bank reconciliation and other financial analysis documentation on a monthly basis
- Prepares tax related documentation for internal, federal & state compliance
- Coordinates with ADEC subsidiaries for any accounting related activity
- Liaise with the different government entities in relation to compliance/regulatory requirements
Qualifications for certified public accountant (CPA)
- Ability to research and apply the applicable state laws, insurance departments’ regulations, procedures and practices and the NAIC statutory accounting practices
- Critical thinker with the ability to make decisions based on reasonable and timely analysis
- Ability to understand and evaluate risks and risk mitigation strategies
- Ability to supervise exam team staff
- Ability to evaluate and challenge information provided by company
- Ability to see big picture of organization
2
Certified Public Accountant (CPA) Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of certified public accountant (CPA). Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for certified public accountant (CPA)
- Preparation of individual, business, and fiduciary tax returns
- Handling sales tax and payroll tax returns
- Excellent financial judgment and business acumen
- Practical and commonsense skills to understand the needs of small businesses and start-ups
- The ability to effectively translate accounting and financial principles to small business owners and start-ups in terms they will understand
- Significant experience with providing tax advice to clients in person, over the phone, or via chat
Qualifications for certified public accountant (CPA)
- Proficient in use of electronic workpaper documentation tools
- Bachelor’s Degree in suitable field of study from an accredited college or university
- 5-8 years of financial examination, public accounting or similar experience with specialization in the insurance industry preferred
- Candidates must possess Certified Financial Examiner (CFE) designation and Certified Public Accountant (CPA) designation
- Strong use of Microsoft Office Suite (Word & Excel)
- Minimum 3 years’ experience as a CPA
3
Certified Public Accountant (CPA) Job Description
Job Description Example
Our company is growing rapidly and is looking for a certified public accountant (CPA). To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for certified public accountant (CPA)
- Classifies costs accurately
- Generates PPV reports and analyze findings
- Assist in coordination of semi-annual physical inventory counts
- Assist with annual budgeting and monthly forecasting
- Assists with providing documentation for and liaising with internal/external auditors
- Work closely and effectively with multiple levels of the organization
Qualifications for certified public accountant (CPA)
- Assist with quarter and year-end financial closings
- Reconcile inventory to general ledger on a monthly basis
- Review sales tax charged to customers and submit for payment
- Review Sales Rep Commissions and submit for payment
- Complete Daily Sales and Orders Report
- Compare actual costs to estimates and analyzes and reports on variances