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Accounting Firm Job Description Template

Download your free Accounting Firm Job Description template to personalize and use in your bookkeeping or accounting firm.

Download Accounting Firm Job Description Template

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About this template

Finding great staff starts with the job description. This was once just a list of job activities, but a modern job description for an accounting firm should link the role to your goals and values, and the role’s purpose and key competencies.

To help with this task, Grad Mentor’s template lets you complete your own job description and add your firm logo. You can also use this to update existing employee job descriptions—your annual staff review period is a great time to complete this activity.

How to use this template

Add this template to Karbon

Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling

Karbon Practice Management

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How to customize a template

You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.

Common customizations:

  • Reorder or nest tasks
  • Add or remove tasks
  • Edit the client task email
  • Use or modify Tasklist automators

Read the support article to learn more.

About Grad Mentor

Every day, Grad Mentor speaks to smart, ambitious and outgoing students about starting their professional career in accountancy, financial planning or information technology. They provide a highly qualified conduit between graduates and the industry, by identifying top performers and introducing them to workplaces. The process allows each client to work with their chosen graduate prior to offering them full-time employment.

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