dcsimg

Career Story: Partner In An Accounting Firm

Partner In An Accounting Firm

Job Title: CPA

Type of Company: Local accounting firm with three partners and five employees in Racine, WI providing tax and accounting services and estate planning. We also became stockbrokers in 1999 to provide investment services to our tax clients.

Education: BA, Accounting, University of Wisconsin-Eau Claire

Previous Experience: I worked for an accountant during tax season while in college. After graduation, I worked for five years for the largest local accounting firm, then moved to Sheboygan to a different company where I worked for seven years. I eventually moved back to Racine and bought into the accounting practice where I've now been a partner for the past two decades.

Job Tasks: I am a partner and a stockbroker at a local accounting firm. Tax season begins on the first of February and runs through April 15 and during that stretch I work every day, including Sundays, 12-15 hours a day. This past year, to give you an idea, I prepared about 1,200 personal tax returns.

A typical day starts at 6:00am, with appointments every hour from 8:00am to 5:00pm, but I remain in the office 'til about 10:00pm. In addition to preparing personal returns, I do estate, corporate and partnership tax returns and provide investment services, buying and selling securities for my clients. On April 16, tax season ends and my work schedule gets more relaxed. From May 1 through the end of the year we work four and a half days a week and I get to play some golf, go to Northern WI every other weekend and enjoy the summer weather. We have corporate clients whose tax years end at different times, so there is always some accounting work to do, in addition to the tax and financial counseling we provide to individual clients.

Job Tips:
1.) Try to get a job interning for an accounting firm during tax season. We typically hire college/high school kids to work at the front desk, answer the phone, schedule appointments, meet with clients as they drop off/pickup there tax info and scan documents.

2.) Take a class to learn Excel, Quickbooks or Peachtree. We use all three of those programs a lot.

Popular Schools offering Accounting Programs

quickinfoThese schools offer particularly quick info upon request, and we have written detailed profiles for each (click school names to see the profiles).

Request info from multiple schools, by clicking the Request Info links.

Matching School Ads

Liberty University provides a world-class education with a solid Christian foundation, equipping men and women with the values, knowledge, and skills essential for success in every aspect of life.

  • Programs: MS in Accounting, MBA - Accounting, DBA in Accounting , more...
  • Degrees: Master, Doctorate, Bachelor

Syracuse University’s School of Information Studies (iSchool) - The Original Information School - is proud of its position as a leader in the field.

  • Programs: MS in Information Management
  • Degrees: Master

Founded in 1911, Southern Methodist University (SMU) is a nationally ranked private university with seven degree-granting schools.

  • Programs: M.S. in Data Science
  • Degrees: Master

Work toward your graduate degree with New England College Online.

  • Programs: Master of Science in Accounting, Master of Science in Accounting - Forensic Accounting
  • Degrees: Master

See What’s Possible When You Earn a Degree at Florida Tech 100% Online

  • Programs: Bachelor of Arts in Accounting, Associate of Arts in Accounting, Bachelor of Arts in Business Administration/Accounting, more...
  • Degrees: Bachelor, Associate, Master

You can get started on a new career with Institute of Technology.

For more information about our graduation rates, the median debt of students who completed the program, and other important information, please visit our website at www.iot.edu/disclosure

  • Programs: Accounting
  • Degrees: Associate

You’re serious about success. With your busy schedule and the desire to move your career forward, you can earn an accredited associate, bachelors or master’s degree at a pace that works for you anywhere, anytime, 24/7.

At AIU, the Serious U, you can get started to get ahead.

  • Programs: Bachelor of Accounting , Bachelor's (BBA) - Accounting, Bachelor's (BBA) - Forensic Accounting, more...
  • Degrees: Bachelor, Master
National Career College
Panorama City

Choosing a school and a new career path can be a very overwhelming process.

  • Programs:
  • Degrees:

Technology changes everything®

You’ve found Ashford University, where school comes to you

  • Programs: MA Accountancy, BA/Accounting, BA/Finance, more...
  • Degrees: Master, Bachelor

Congratulations! Your interest in Independence University is an important first step toward changing your life. A career-focused degree is the key to a career with a potentially higher income, better benefits, and more satisfaction.

  • Programs: Business Management & Accounting (AAS), Accounting - Forensic Accounting (BS)
  • Degrees: Associate, Bachelor
Matching School Ads

Additional Career Stories for Accountants And Auditors

The inside stories from people actually working in the field.
Click a story title to show the story, and click the title again to hide it.

All Types

You are visiting:

Find a school near you

What are Career Stories?

Career Stories are concise, real-world career overviews written by people relating their personal career experiences and wisdom. They provide invaluable insights and mentoring advice to students and career changers.

Most stories include:

  • a typical day or project
  • tips and advice
  • best and worst parts
  • educational background
  • previous experience

Browse hundreds of Career Stories

More Details On This Career

Please also see our detailed information about Accountants And Auditors, including:

Back to Top
SPEAK TO AN ADVISOR 1.844.285.6104