Career Progression
Partners:
Partners are CPAs and have had experience as Manager/Senior Manager (or equivalent experience as deemed appropriate by the partners) and have exhibited superior technical competence, managerial abilities, and the ability to attract and develop new clients. Partners are expected to:
- Provide leadership through example.
- Be ultimately responsible for all engagements performed under them.
- Attract and develop new clients.
- Perform assigned administrative duties.
- Be involved in client development on an ongoing basis.
- Be an asset to the firm through civic and community activities.
Directors & Senior
Managers:
Directors & Senior Managers are CPAs and have had experience as a Manager (or equivalent experience as deemed appropriate by the partners) and have exhibited technical proficiency in most areas, superior judgment and the ability to supervise most engagements and develop a final product ready to go directly to clients. They are are expected to:
Directors & Senior Managers are CPAs and have had experience as a Manager (or equivalent experience as deemed appropriate by the partners) and have exhibited technical proficiency in most areas, superior judgment and the ability to supervise most engagements and develop a final product ready to go directly to clients. They are are expected to:
- Plan, supervise, and complete most engagements.
- Supervise associates, provide feedback, evaluate their progress.
- Have become experts in their assigned areas.
- Provide firm leadership through example.
- Be ultimately responsible for final product on all engagements performed under their supervision.
- Attract and develop new clients.
- Assist with assigned administrative duties.
- Be involved in client development on an ongoing basis.
Managers:
Managers are normally CPAs and have had experience as a Supervisor (or equivalent experience as deemed appropriate by the partners) and have exhibited technical proficiency and the ability to supervise complete engagements. Managers are expected to:
Managers are normally CPAs and have had experience as a Supervisor (or equivalent experience as deemed appropriate by the partners) and have exhibited technical proficiency and the ability to supervise complete engagements. Managers are expected to:
- Plan, supervise, and complete routine engagements.
- Supervise both staff accountants and seniors, provide feedback to them, and evaluate their progress.
- Become experts in their assigned areas.
- Develop new client contacts and relationships beneficial to the firm.
- Assist in firm administrative functions as assigned by the partners.
- Recognize and pursue opportunities to provide additional services to existing clients.
Supervisors:
Supervisors are normally CPAs and have had experience as a Senior Accountant (or equivalent experience as deemed appropriate by the partners) and have exhibited technical proficiency and the ability to supervise complete engagements. Supervisors are expected to:
Supervisors are normally CPAs and have had experience as a Senior Accountant (or equivalent experience as deemed appropriate by the partners) and have exhibited technical proficiency and the ability to supervise complete engagements. Supervisors are expected to:
- Plan, supervise and complete routine engagements.
- Bear responsibility for supervision and training of other staff working with them.
- Have the skills necessary to develop quality client relationships and loyalty.
- Begin to develop expertise in specific technical areas.
- Recognize and pursue opportunities to provide additional services to existing clients.
Senior
Accountants:
Senior Accountants normally have had experience as a Staff Accountant, however many of our Senior Accountants have progressed at a faster rate. Seniors are expected to:
Senior Accountants normally have had experience as a Staff Accountant, however many of our Senior Accountants have progressed at a faster rate. Seniors are expected to:
- Know and understand the reasons behind the firm’s policies and procedures.
- Possess technical knowledge sufficient to supervise staff accountants.
- Begin acquiring the skills necessary to develop quality client relationships and loyalty.
- Begin to develop a command of GAAP, other comprehensive bases of accounting, unique or specialized accounting principles, and financial statement presentations.
- Begin developing a command of pertinent Medicaid and Medicare regulations.
Staff Accountants:
Staff Accountants normally have a college degree with a major in accounting or other related business field. Some of the Staff Accountants’ requirements are to:
Staff Accountants normally have a college degree with a major in accounting or other related business field. Some of the Staff Accountants’ requirements are to:
- Become familiar with the firm’s policies and procedures.
- Understand the rules, regulations, and code of conduct of the AICPA.
- Become familiar with pronouncements of the FASB, AICPA, and when assigned to governmental engagements, the GAO and GASB.
- Become familiar with Medicaid and Medicare reimbursement regulations.
Interns:
Interns have many significant opportunities to explore the various aspects of accounting at Bradley Associates. Individuals at this level normally have a basic understanding of accounting, bookkeeping, or tax preparation, but may not have obtained a college degree that includes a significant concentration of accounting or tax courses. Interns are expected to:
Interns have many significant opportunities to explore the various aspects of accounting at Bradley Associates. Individuals at this level normally have a basic understanding of accounting, bookkeeping, or tax preparation, but may not have obtained a college degree that includes a significant concentration of accounting or tax courses. Interns are expected to:
- Become familiar with the firm’s policies and procedures.
- Assist our professional staff in performing controllership and bookkeeping services for clients.
- Assist our professional staff in preparing workpapers, trial balances, depreciation schedules, entering data for computer applications, and preparing engagement correspondence.
- Assist our professional staff in gathering data for cost report preparation, maintaining our library, and maintaining all client files.