Step-by-Step Guide for Accountants to Forge a Unique Role in Public Practice

Step-by-Step Guide for Accountants to Forge a Unique Role in Public Practice

For accounting professionals, particularly those in public practice, forging a path tailored to your strengths and the needs of your employer can set you apart. Instead of fitting into a predefined role, consider creating one that aligns with the employer's goals. Here's a step-by-step guide to help business services accountants in public practice carve out a niche role that showcases their skills and adds value to their organisations.

Focus on Employer's Goals and Desired Outcomes

When proposing a new role, prioritise the employer's goals and desired outcomes. Instead of highlighting your background and skills initially, demonstrate a deep understanding of the challenges and problems the employer needs solved. For instance, if a public accounting firm is looking to streamline its audit processes, illustrate how your experience in audit automation can achieve this goal.

Think in Terms of Functions, Not Titles

Traditional job titles can be limiting. Think in terms of the functions needed to achieve the employer's objectives. Identify key functions that are currently underserved or could be enhanced. For example, if the firm needs better client management, propose a role focused on developing and implementing client relationship strategies.

Identify Gaps in the Team

Assess the current team's capabilities and look for gaps that your skills could fill. This not only highlights your value but also ensures that you are not duplicating efforts. For instance, if the team lacks expertise in tax planning, emphasise how your experience can bridge this gap and provide comprehensive tax solutions.

Consider the Impact on Workflows

Think about how adding you to the team will impact existing workflows and free up others' time. Explain the ripple effects of your proposed role. For example, by taking on complex financial analysis, you could allow senior accountants to focus more on client interaction and business development.

Collaboratively Define the Role

Request working sessions with key stakeholders to collaboratively define the role. Discuss goals, value creation, priorities, metrics, responsibilities, and activities. This collaborative approach ensures that the role is well-defined and aligns with the employer's expectations.

Document Key Factors

Create a document outlining the key factors discussed during the working sessions. This should include the role definition, job description, responsibilities, and metrics for success. This document serves as a reference point and ensures clarity for both you and the employer.

Extend Benefits Beyond Defined Responsibilities

Emphasise how you can provide additional benefits beyond your defined responsibilities. For instance, showcase your ability to mentor junior staff, lead training sessions, or contribute to process improvement initiatives. This adds further value and positions you as a multifaceted asset.

At Evans Davis, we specialise in helping accounting professionals make strategic career moves, whether to Big 4, boutique firms, or commerce roles. Visit our LinkedIn page for more valuable insights and follow us to stay updated with tips on building a great accounting career. Reach out to us to find out how we can assist you in making your next career move.

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