Description
Licensed accounting professional who provides audit and assurance, financial reporting, and tax services. Examine and interpret accounting records, prepare and attest to financial statements under GAAP/GAAS, advise on internal controls and compliance, and design or improve accounting and budgeting systems.
- • Perform pre-implementation reviews of new systems and internal controls.
- • Prepare detailed audit reports and management letters.
- • Present audit results and recommendations to management, boards, and audit committees.
- • Assess internal controls to detect deficiencies, inefficiencies, fraud, or noncompliance.
- • Inspect accounting systems for effectiveness and adherence to GAAP and internal policies.
- • Plan and supervise audit engagements, determining scope, risk, and materiality.
- • Confer with executives on financial, regulatory, and governance matters.
- • Evaluate financial and IT systems and recommend controls to strengthen data integrity.
- • Perform substantive tests of cash, receivables, payables, inventories, investments, and disbursements.
- • Interview personnel and review records to verify compliance with laws and regulations.
- • Prepare and attest to financial statements in accordance with GAAP and applicable standards.
- • Prepare adjusting journal entries and proposed reclassifications.
- • Reconcile accounts and resolve discrepancies.
- • Design charts of accounts and ensure proper classification of transactions.
- • Observe and test inventory counts and valuation methods.
- • Analyze operations, trends, and cash flows to advise on performance and risks.
- • Implement and document accounting policies, procedures, and ERP or reporting systems.
- • Calculate federal, state, and local tax liabilities and estimated payments.
- • Evaluate process alignment with organizational objectives and risk management frameworks.
- • Audit payroll and related records for accuracy and compliance with tax and labor laws.
- • Represent clients before tax authorities and respond to notices and examinations.
- • Prepare and review tax returns, ensuring compliance and identifying planning opportunities.
- • Advise on compensation, benefits, entity structure, systems design, and long-term tax or estate strategies.
- • Lead, train, and review the work of audit and accounting staff.
- • Develop and analyze budgets and forecasts, comparing actuals to plan.
- • Prepare, review, or verify annual reports and disclosures, including footnotes and MD&A when applicable.
- • Assess and document audit evidence, workpapers, and conclusions per GAAS or PCAOB standards.
- • Oversee accounts payable and receivable cycles and recommend process improvements.
- • Conduct compilations and reviews under SSARS and examinations or agreed-upon procedures under SSAE.
Related specializations
Interview options
Interview options
Interviewee gender
Interviewee accent
Interview time
Related Pathways
Financial Services
View
Source
Tasks & skills:
O*NET occupational data (work activities, skills, knowledge).
Learn more
Sources & Standards:
This site includes information from O*NET by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license. Career Clutch has modified some of this information for student readability. USDOL/ETA has not approved, endorsed, or tested these modifications. O*NET® is a trademark of USDOL/ETA.
Last reviewed: Jan 2026
