PKM Opportunity Path

Staff – CPA exam a priority; keeps current on technical issues; learning to utilize research tools; workpaper documentation skills are being perfected.

Senior – Supervises and trains engagement teams; frequent interaction with clients and management team; assists with recruiting of new staff.

Manager – Technical issue identification and resolution skills are important; responsible for multiple engagements and projects; leadership role within firm related to specific personal talents; assists on prospect identification and proposal opportunities.

Senior Manager – Able to handle complex issues with minimal guidance and will demonstrate an ability/ expertise in a specialty area. Also serve as mentors to others in the firm.

Principal – Partner-in-training role; active involvement in client engagements from supervision of work product to audit committee presentations; active participation in firm management and staff development; continues to develop leadership skills and expands role in business development.

Partner – Active role in managing firm, utilizes experience, judgment and maturity in business and staff development; role model for interpersonal and leadership competencies; excellent technical competence; primary business development responsibilities; lives vision and mission of the firm.