Readies and maintains financial and business transactions, applying accounting principles, that include work that is analytical, evaluative, and advisory in nature and that requires an understanding of both accounting theory and practice. Utilizes knowledge of the fundamental doctrines, theories, principles,... [+] More

Readies and maintains financial and business transactions, applying accounting principles, that include work that is analytical, evaluative, and advisory in nature and that requires an understanding of both accounting theory and practice. Utilizes knowledge of the fundamental doctrines, theories, principles, and terminology of accountancy, and often entails some understanding of such related fields as business law, statistics, and general management. Analyzes the effects of transactions upon account relationships. Evaluates alternative means of treating transactions. Plans the manner in which account structures should be developed or modified. Ensures the adequacy of the accounting system as the basis for reporting to management. Considers the need for new or changed controls. Projects accounting data to show the effects of proposed plans on capital investments, income, cash position, and overall financial condition. Interprets the meaning of accounting records, reports, and statements. Advises operating officials on accounting matters Excludes paraprofessional accountants.

Recommends improvements, adaptations, or revisions in the accounting system and procedures. Applies principles of accounting to analyze financial information and prepare financial reports. Compiles and analyzes financial information to prepare entries to accounts, such as general ledger accounts, documenting business transactions. Analyzes financial information detailing assets, liabilities, and capital, and prepares balance sheet, profit and loss statement, and other reports to summarize current and projected company financial position. Audits contracts, orders, and vouchers, and prepares reports to substantiate individual transactions prior to settlement. At the fully competent level, may lead and coordinate activities of other lower level accountants, paraprofessionals, and/or clerical workers performing accounting and bookkeeping tasks. May establish, modify, document, and coordinate implementation of accounting and accounting control procedures. May devise and implement manual or computer-based system for general accounting. [-] Less

Analyzes records, applying principles of accounting, of present and past operations, trends and costs, estimated and realized revenues, administrative commitments, and obligations incurred to prepare budget. Forecasts future revenues and expenses. Maintains budgeting systems that provide control of expenditures made... [+] More

Analyzes records, applying principles of accounting, of present and past operations, trends and costs, estimated and realized revenues, administrative commitments, and obligations incurred to prepare budget. Forecasts future revenues and expenses. Maintains budgeting systems that provide control of expenditures made to carry out activities, such as advertising and marketing, production, maintenance, or to project activities, such as construction of buildings. Documents revenues and expenditures expected and submits to management. Excludes paraprofessional budget accounting positions.

Advises management on matters, such as effective use of resources and assumptions underlying budget forecasts. Interprets budgets to management. May develop and install manual or computer-based budgeting system. May assist in financial analysis of legislative projects to develop capital improvement budget. May assist communities to develop budget and efficient use of funds. [-] Less

Provides simple to complex accounting services to individuals or to small or large corporations in areas of finance which may include assurance and attest services, financial accounting, management consulting and performance management, information technology (especially as applied to accounting and... [+] More

Provides simple to complex accounting services to individuals or to small or large corporations in areas of finance which may include assurance and attest services, financial accounting, management consulting and performance management, information technology (especially as applied to accounting and auditing), corporate finance (merger and acquisition, initial public offerings, share and debt issuings), financial planning, financial analysis, venture capital, forensic accounting (preventing, detecting, and investigating financial frauds), tax preparation and planning, estate planning, corporate governance, and income tax.

Sets up accounting systems for clients. Prepares and analyzes financial reports including balance sheets, income and loss statements, and tax returns. Records and tracks incoming and outgoing expenditures. Keeps accurate records of clients' costs and their profits and losses to satisfy legal requirements. Utilizes financial records to properly fill out clients' tax returns. Provides consulting work to organizations to handle special problems, giving organizations independent, unbiased advice concerning their finances. Prepares organizations' annual reports that are presented to the stockholders of corporations. Maintains familiarity with tax laws concerning clients' professions or businesses. Communicate well with clients. Discusses clients' financial records with government auditors or Internal Revenue Service officials. May work for an accounting firm or be self-employed. [-] Less

Provides detailed cost information not supplied by general accounting systems, applying principles of cost accounting. Plans study and gathers data to determine costs of business activity, such as raw material purchases, inventory, and labor. Analyzes data obtained and documents results.... [+] More

Provides detailed cost information not supplied by general accounting systems, applying principles of cost accounting. Plans study and gathers data to determine costs of business activity, such as raw material purchases, inventory, and labor. Analyzes data obtained and documents results. Excludes paraprofessional cost accounting positions.

Analyzes changes in product design, raw materials, manufacturing methods, or services provided, to determine effects on costs. Analyzes actual manufacturing costs, and prepares periodic report comparing standard costs to actual production costs. Provides management with reports specifying and comparing factors affecting prices and profitability of products or services. May develop and install manual or computer-based cost accounting system. May specialize in analyzing costs relating to public utility rate schedule. May specialize in appraisal and evaluation of real property or equipment for sale, acquisition, or tax purposes for public utility. [-] Less

Analyzes statistics and utilizes principles of accounting to analyze past and present financial operations and estimates future revenues and expenditures. Studies records of present and past operations, trends and costs, estimated and realized revenues, administrative commitments, and obligations incurred. Advises... [+] More

Analyzes statistics and utilizes principles of accounting to analyze past and present financial operations and estimates future revenues and expenditures. Studies records of present and past operations, trends and costs, estimated and realized revenues, administrative commitments, and obligations incurred. Advises management regarding matters, such as effective use of resources and return on investments scenarios. Excludes paraprofessionals.

May develop, install, and maintain accounting systems that provide control of investments, receivables, and expenditures. [-] Less

Maintains records of... [+] More

Maintains records of company owned or leased equipment, buildings, and other property. Documents description, value, location, and other pertinent information of all equipment, buildings, and other property. Administers or conducts periodic inventories to keep records current and ensure that equipment is properly maintained. Studies records to determine that acquisition, sale, retirement, and other entries have been made. Excludes paraprofessionals positions.

disseminates cost of maintenance to proper accounts. Prepares statements reflecting monthly appreciated and depreciated values. Summarizes statements on annual basis for income tax purposes. Prepares schedules for amortization of buildings and equipment. Develops and recommends property accounting methods to provide effective controls. [-] Less

Analyzes past and present... [+] More

Analyzes past and present financial data, and provides a variety of other accounting services to the general public, utilizing principles of accounting. Researches records of present and past operations, trends and costs, estimated and realized revenues, administrative commitments, and obligations incurred. Advises clients regarding matters, such as effective use of resources and methods for preventing capital from being frozen. Interprets accounts and records to client. Estimates expenditures expected. Positions covered by this definition are characterized by the inclusion of work that requires an understanding of other accounting theories and principles. Excludes paraprofessional positions.

May analyze financial records and review information such as material assets, income surpluses, liabilities and expenditures to verify net worth or reports on financial status or to carry out accounting and reporting requirements. May estimate future revenues and expenditures to prepare budget. May develop accounting records based on knowledge of interest and discount annuities, sinking funds, amortization valuation of depletable assets, and tax issues. May develop, install, and maintain budgeting systems that provide control of expenditures made to carry out activities, such as advertising and marketing, production and labor, maintenance, or project activities, such as construction of buildings. [-] Less

Readies Federal, State, or local tax returns for individuals, business establishments, or other organizations. Prepares and analyzes financial and tax accounts, records, and reports; and determines taxes owed according to prescribed rates, laws, and regulations. Advises management regarding effects of... [+] More

Readies Federal, State, or local tax returns for individuals, business establishments, or other organizations. Prepares and analyzes financial and tax accounts, records, and reports; and determines taxes owed according to prescribed rates, laws, and regulations. Advises management regarding effects of business activities on taxes, and on strategies for minimizing tax liability. Confirms that establishment complies with periodic tax payment, information reporting, and other taxing authority requirements.

Prepares claims for tax refunds. Represents principal before taxing bodies. May devise and install tax record systems. May specialize in various aspects of tax accounting, such as tax laws applied to particular industry or individual, fiduciary, or partnership income tax preparation. [-] Less

Devises and installs special accounting systems and related procedures in establishment which cannot use standardized system

conducts survey of operations to ascertain needs of establishment. Sets up classification of accounts and organizes accounting procedures and machine methods support. Devises forms and... [+] More

Devises and installs special accounting systems and related procedures in establishment which cannot use standardized system

conducts survey of operations to ascertain needs of establishment. Sets up classification of accounts and organizes accounting procedures and machine methods support. Devises forms and prepares manuals required to guide activities of bookkeeping and clerical personnel who post data and keep records. May adapt conventional accounting and recordkeeping functions to machine accounting processes and be designated accountant, machine processing. [-] Less

Maintains records of... [+] More

Maintains records of company owned or leased equipment, buildings, and other property. Documents description, value, location, and other pertinent information of all equipment, buildings, and other property. Administers or conducts periodic inventories to keep records current and ensure that equipment is properly maintained. Studies records to determine that acquisition, sale, retirement, and other entries have been made. Excludes paraprofessionals positions.

disseminates cost of maintenance to proper accounts. Prepares statements reflecting monthly appreciated and depreciated values. Summarizes statements on annual basis for income tax purposes. Prepares schedules for amortization of buildings and equipment. Develops and recommends property accounting methods to provide effective controls. [-] Less