Introduction

Creating a job description to advertise a new vacancy requires research, speaking to managers and more. If you have never created a job posting before you may get lost in the process.

That's why Process Street has created this Accountant Job Description Template, to help you create your accountant job description.

Accountants manage and inspect financial records. This includes providing tax advice, helping companies report their financial situation, bookkeeping, and data analysis.

A recent study by Wasp Barcode Technologies found accountants to be the most important professionals in business. All in all, accountancy work saves time for the business owner. Accountants do so by ensuring all financial information is visible, organized and accessible. Accountants also provide financial advice and useful insights.

Before you begin this template, take the time to consider the below skills, indicated to make a good accountant.

  1. Innovation
  2. Understanding
  3. Communication
  4. Commercial awareness
  5. Enthusiasm
  6. Initiative
  7. Credibility/Integrity
  8. Resilience
  9. Stability

Preparation:

Record details

Record the details of your business. Do this by using the form fields below.

Your job title may not be 'accountant' word for word. You can alter the job title to suit your unique position.

Gather job information

You will need to find out information regarding the accountant job role. You will have to speak to the current manager of the relevant department and gather the information you need to post the job. Use the sub-checklist and form fields below to record everything you need.

  • 1
    Location of the job
  • 2
    Salary and benefits included
  • 3
    Examples of projects they will carry out
  • 4
    A summary of the job

Read an example job description

Have a look at the below accountant job description example. This will give you a rough idea of what you are aiming to create.

Position Summary:

Is responsible for full charge bookkeeping, including maintaining
company financial records, monthly billing, billable time tracking and reports for review by the management team and outside certified public accounting firm. This includes, but is not limited to:

  1. Accounts receivable and payable
  2. EOM reconciliation
  3. Payroll
  4. Payroll taxes
  5. Quarterly payroll tax reports
  6. Invoicing
  7. Personnel payroll records
  8. Paid time off tracking
  9. Weekly, monthly, quarterly and yearly business reports
  10. Computer data entry of time slips
  11. Working with the company’s accounting firm and insurance agent and other items as needed by management
  12. Experience in QuickBooks (or equivalent) and Microsoft Office products required.

Part‐time position: 25‐28 hours per week.
Reports to: President: Duties and Responsibilities:


1. Full charge bookkeeping including all month and year-end journal entries.
2. Compilation and preparation of monthly, quarterly and yearly financial
statements for in‐house use and CPA firm for year-end tax purposes and decision
making.
3. Maintain employee records including but not limited to hours, salary, mileage
and personal time off, etc.
4. Process payroll semi‐monthly, file all payroll taxes and forms monthly, quarterly
and yearly as required by Federal and State laws. Maintain payroll files and
reports.
5. Manage Timeslips program including but not limited to reviewing and
downloading time, checking for accuracy and proof/edit as needed. Maintain the
program and update as needed.
6. Maintain all client accounts of time, billings and payments. Collection of
accounts receivable when necessary.
7. Prepare all monthly client invoicing and vendor payments for management team
approval and mailing.
8. Reconcile credit card receipts and statements monthly. Track credit card
receipts for client invoicing and payment cards in a timely manner.
9. Keeping records and tracking of all company assets purchased and in use.
Update records when assets are removed and no longer in use. Report to CPA.
10. Prepare weekly, monthly, quarterly reports and financial analysis reports
including but not limited to financial statements, client budget reports,
employee time challenge reports, part‐time employee hours report, employee
financial profit share report, accounts receivable reports, etc.
11. Responsible for follow up phone calls/emails and letters to track billing records,
payment requests, bank statements, anything financial that needs follow‐up,
etc.
12. Prepare and maintain government client reporting and estimating.
13. Provide advice and assistance in making decisions in the areas of finances,
analysis, financial software and accounting as requested by management.
14. Working cooperatively with the company’s certified public accounting and
insurance firms.


Qualifications:


The successful candidate will:
1. Have an Associate Degree or higher with experience and knowledge in
bookkeeping and accounting principles.
2. Have experience in QuickBooks and Microsoft Office products mainly Excel,
Word and Outlook.
3. Have demonstrated the ability to make sound professional decisions.
4. Maintain client and business confidentiality.
5. Be self-directed and self‐motivated.
6. Be detail-oriented, organized and accurate.
7. Demonstrate the ability to work with numbers and understand a broad range of common financial matters in a timely manner.
8. Possess computer skills, including a working knowledge of common software
programs.
9. Present a professional appearance and demeanor as an associate of L&F.
10. Be able to work with diverse personalities.
11. Be willing to pursue collection of accounts receivables.
12. Must have professional/business telephone and email skills.
13. Be willing to do what it takes to get the job done in a timely manner.
14. Be bondable, possess a valid drivers license, have reliable transportation and
automobile insurance.
15. Satisfactory completion of criminal background and credit check.

Writing The Job Description:

Decide the position title

The first thing that catches a candidate's eye when they are job hunting is the job title. This will give them a rough idea of what the accountancy position responsibilities will include and if they are able to fill it. Make sure that the title includes what the job will be, so in this case; an accountancy role should include 'accountant' in the title.

Use the sub-checklist and form field below

  • 1
    Accurately describe nature of job
  • 2
    Is free of gender or age implications
  • 3
    It is self explanatory for recruitment purposes
  • 4
    It does not exaggerate importance of the role

Jot down responsibilities

The job description should contain a list of the duties and responsibilities associated with the accountancy role. You can also include how long each task should take. The list of duties and responsibilities will vary in length, but as a rule, should be as short as possible, otherwise, the document becomes an operational manual, not a job description.

Typical responsibilities of an accountant vary depending on the accountant's areas of specialization. Responsibilities can include any of the following:

  1. Preparing accounts and tax returns

  2. Administering payrolls and controlling income and expenditure

  3. Auditing financial information

  4. Analyzing accounting

  5. Financial forecasting and risk analysis 

  6. Managing colleagues, workloads and deadlines

  7. Meeting and interviewing clients

  8. Dealing with insolvency cases

Required qualifications

Once a candidate clicks on the job description, they will need to know if they are able to qualify academically or with work experience. Jotting down the needed qualifications for the job will ensure the candidate is able to know if they are able to apply for the role.

Highlight hierarchy structure

Reporting lines clarify the responsibilities of the position by showing who the candidate reports to and who reports to them. This is important, not only in relation to compliance issues but also to give the candidate a look into the structure of the organization and how the position they are applying to fits into it.

You can detail how the candidate will fit in your companies hierarchical structure using the long-text form field below.

Include term of employment

The term of employment can be an important piece of information for candidates as they want to know if they will be hired on a short-term basis or long-term basis and if they will need to be looking for another job in the near future. 

Choose salary

Instead of assigning a particular salary to the position, work out a salary range to include in the job description that is competitive with similar positions in other organizations and allows for variations in education and experience. 

The average salary for an accountant in the US is $53,756 per year. This salary estimate is based on 11.212 salaries submitted anonymously to Indeed by copywriter employees, users and past and present job advertisements.

Posting The Job Description:

Preparing for posting

Once you have the post written you will need to get prepared for posting. Find out how many candidates minimum you need, when the posting will close and if there is any further important information you need.

More than half of all applicants apply to jobs early in the week.

Job description review

Job Description Review

Job title: {{form.Job_Title_Final}}

Job location: {{form.Job_Location}}

Projects: {{form.Projects_That_Will_be_Carried_Out}}

Job summary: {{form.Give_A_Summary_Of_The_Job}}

Job responsibilities: {{form.Responsibilities_Of_The_Job}}

Required qualifications: {{form.Qualifications_Required}}

Salary: {{form.Salary_And_Benefits}}

You can review your job description and approve if you are happy with it. This is a stop task, meaning you are unable to move forward with the job description template until you are happy with the job description and it has been approved.

  • 1
    Job description approval

Shorter job descriptions receive 8.4% more applicants per view.

Choose where to post your job description

Once your job description has been approved, the next step is to choose where you would like to post this job description. You can make a list for where this job description will be posted using the long text form field provided.

There are some good websites out there to list your job description on. Provided below are some useful links to help you decide where to post your job description:

  1. Indeed

  2. careerbuilder

  3. dice.com

  4. glassdoor.co.uk

  5. Google For Jobs

  6. idealist

  7. LinkedIn

  8. linkup

  9. Monster

  10. US.jobs

  11. Specialty niche job sites

Post the job description

Finally, the last thing you have to do is post the accountant job description you have created and wait for those skilled candidates to start applying! 

Check our Human Resources Pre Employment Screening and learn how to screen candidates appropriately.  

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