Business Advisory Associate

Pannell Kerr Forster of Texas, P.C. (PKF Texas) is a Houston-based CPA firm of forward-thinking entrepreneurs and business advisors who creatively integrate traditional values, practical solutions and intelligent change by focusing on the client’s unique needs.

PKF specializes in mid-sized growing companies as well as publicly traded companies and individuals who enjoy the benefits of working with a client-centric firm offering a full-range of business consulting, technology, assurance, entrepreneurial advisory and tax solutions.

PKF Texas is seeking professionals who are looking for an excellent opportunity for leadership, learning and career advancement to the right candidate. Apply to join the PKF Texas team today!

Knowledge Capital & Technical Abilities

1. Proactively demonstrates a willingness to learn and attain greater knowledge on a continual basis; looks to build technical skill base.

2. Grasps concepts quickly and demonstrates knowledge of basic technical skills, as well as related knowledge of necessary systems and procedures.

3. Makes well-thought-out decisions and considers all facts prior to making final conclusions.

4. Asks appropriate questions and requests supervision when in need of assistance. Keeps supervisor apprised of the status of the project.

5. Demonstrates knowledge through effective communications; seeks to continuously develop verbal and written communication skills.

6. Follows regulations and professional ethics standards bodies appropriate to discipline including AICPA.

7. Keeps current on all professional pronouncements.

8. Develops proficiency in use of all technology necessary to performance execution.

9. Understands basics of client accounting systems environment in context of any client project.

Client Service & Engagement Management

1. Is conscious of and works to achieve personal and departmental goals (i.e. personal charge hour targets, learning objectives/CPE, project profitability) as determined by practice leader.

2. Ensures quality control procedures are being executed under direction of engagement supervisor.

3. Maintains positive client relationships.

4. Responds timely and accurately to internal team and client requests.

5. Develops efficient work habits to work accurately, efficiently, and with organization and detail-orientation.

6. Demonstrates willingness to work within budgetary parameters and approaches projects with a sense of urgency and is completion oriented.

7. Appropriately communicates difficult situations encountered on engagements to supervisor.

8. Performs thorough self-review of all work prior to submission to supervisor.

9. Is proactive in seeking opportunities to achieve target chargeability (determined by Practice Leaders).

10. Understands that time may be spent in both the Firm’s offices and/or the client’s premises. Additionally, client service activity may not always be predictable, and may be subject to immediate change or on-call requests with very short notice. Travel may be frequent and unpredictable, depending on client’s needs.

Practice Development

1. Begins to build knowledge base of the local office service offerings.

2. Solicits internal experts from which to learn and builds relationships.

3. Positively represents and actively promotes the Firm in their daily interaction with clients and others.

People Management & Professional Leadership

1. Seeks opportunities to participate in mentoring, recruiting, retention and team-building activities.

2. Serves as a role model for interns and paraprofessionals and coaches them on Firm policies and procedures.

3. Conducts oneself professionally and shows respect to others at all times; maintains poise under pressure, especially during stressful times and during peak periods of client engagement activity.

4. Develops and establishes rapport with fellow employees.

5. Proactively seeks knowledge, new tasks and responsibilities.

6. Cooperative and responsive to training, supervision and constructive feedback.

7. Respects and embraces diversity; looks to build a One-Firm team spirit amongst peers.

8. Generates leads and contacts for new hires.

Admin & Other (misc. and office admin.)

1. Punctually enters time and expenses to support efficient billing processes

2. Maintains appropriate compliance with all Firm wide and local office policies and procedures

Skills, Education and/or Experience

1. Minimum Bachelor’s degree in Accounting or Finance with 0-2 years of relevant experience and actively working toward passing the CPA Exam; or equivalent combination of education and experience. Public accounting or other professional services experience preferred.

2. Knowledge of generally accepted accounting principles (GAAP) and review and compilations standards. Familiarity with attest procedures and the ability to distinguish between material and immaterial items.

3. Must maintain required CPE credits annually.

4. Ability to effectively use Peachtree and/or Quickbooks and Microsoft Office software including Word, Excel, and PowerPoint. Ability to operate office equipment (fax machine, telephone skills, calculator, copier, etc.).

5. Ability to organize work and projects, prioritize and meet deadlines. Ability to complete work in an efficient and accurate manner. The volume of work during busy seasons is typically higher than at other times of the year.

6. Ability to reason and effectively multi-task. Strong communication skills with the ability to apply understanding to carry out and to give instructions in written, oral, or diagram form.