CAREER PATHS
YOUR SUCCESS MATTERS
At DHA, we understand that everyone’s definition of success is different. We’re committed to understanding your goals and helping you develop the necessary skills for advancement. Whether you’re just starting your career or are an experienced professional, our diverse workload and collaborative culture will keep you engaged and challenged.
See below for a full listing of the various job titles within the firm and the associated skills and responsibilities.
Prepares easy 1040s, M1PRs, compilations and financial statement reviews
Completes work paper organization, tax data autoflow, and taxing authority communications
Performs bookkeeping and payroll services including client support
Prepares sales tax returns and year-end documents such as 1099s and W-2s
Completes data entry for tax engagements and computer applications
Prepares tax returns and tax planning of easy to moderate complexity
Performs financial analysis including financial forecasts and cash flow analysis
Reviews paraprofessional prepared projects
Provides procedural training to other staff
Supports Assurance, Advisory, Consulting, and other Operational services
Prepares tax returns and tax planning of various types and complexities
Completes analytical work using critical thinking skills
Reviews work prepared by Staff Accountants
Develops an area of expertise
Provides more advanced procedural training
Begins client management and leadership of minor functions
Supports workload management for tax and other services
Prepares tax returns and tax planning of intermediate to advanced complexity
Reviews work prepared by Staff and Senior Accountants
Has an established area of expertise
Provides procedural and analytical skill training in area of expertise
Leads minor functions and assists staff in resolving tax and accounting issues
Increases client management and identifies areas of opportunity for new services
Collaborates with other leaders to assist with workload management and delegation of work
Prepares most difficult and complex tax returns of various entities
Reviews work prepared by Staff Accountants, Seniors Accountants, and Supervisors
Technically advanced in tax, operations, or attest services
Develops and shares content expertise in area of proficiency
Provides more complex procedural and analytical training
Collaborate with staff to ensure completion of client work
Reviews tax returns, tax planning, and other projects of varying complexity
Has a proficient area of expertise
Develops and improves procedures in area of expertise
Takes new client meetings and increases client management responsibilities
Joins executive leadership team
Leads workload management and operations in area of expertise
Supports sales & marketing
Has direct reports at staff level
Top level review of tax returns, tax planning, and other projects of varying complexity
Assigned as Primary Partner to clients
Joins executive leadership team
Ownership and control of workload management and operations in area of expertise
Starts building a book of business
Has direct reports at staff level
Has CPA or other relevant accreditation
Top level review of tax returns, tax planning, and other projects of varying complexity
Is profit sharing, but no company ownership
Has external focus on area of expertise and generates sales
Continues taking on new clients as Primary Partner
Has direct reports at leadership level
Has an established book of business
Top level review of tax returns, tax planning, and other projects of varying complexity
Has CPA or other relevant accreditation
Continues taking on new clients as Primary Partner
Has direct reports at leadership level
Has an established book of business
Continues on track for Principal or Partner
Focus on front desk, phones, and client service
Receives, sorts and distributes mail/deliverables
Update calendars and schedule meetings
Proficient in written and verbal communication
Strong organization skills and ability to multi-task
Basic to advanced knowledge of all administrative duties
Performs a wide range of tasks with varying complexities
Advanced technology and research skills
Develops an area of expertise
Manages workload and supports procedural training in area of expertise
Oversees daily workload of other administrative staff
Identifies inefficiencies and improves administrative processes
Delegates responsibilities to administrative team
Trains administrative staff on new tasks and procedures
Creates and manages administrative staff schedule
Manages customer inquiries and complaints
- Joins executive leadership team
Manages staff recruiting, onboarding, and initial training
Develops and improves administrative system policies and procedures
Direct report for all Administrative staff
Leads internal operations in support of progress toward firm goals
Prepares reports at firm level (staff scorecards, firm financials, operations)
Supports sales and marketing through administrative functions
Manages relationships with vendors and service providers
Oversees maintenance, supplies, equipment, security, and bills
Organizes firm meetings and trainings
Manages facilities, equipment, and IT support
Ensures operations adhere to policies and regulations
Controls HR personnel matters (payroll, benefits, retention, etc.)
Develops, revises, and implements office policies
Determines current trends and provides review to leadership team
Evaluates and manages staff performance
Maintains firm insurance
Responsible for marketing efforts and software enhancement
- Supervises management data and reporting
Manages, evaluates, and motivates leaders of HR, Admin, Finance, Marketing, and IT
Principal or shareholder
Member of Partner-level committees
Carries out firm’s strategic plans