<![CDATA[Regal Executive Search: jobboards]]>

<![CDATA[Regal Executive Search: jobboards]]> https://JOBS.REGALEXECUTIVESEARCH.COM/ en-us <![CDATA[Investment Operations Associate]]> Investment Operations Associate

Position Summary:

The Investment Operations Associate plays an integral role in the daily operations supporting the company portfolio strategies. Core responsibilities span the investment operations function, including trade and settlement support, portfolio reconciliation, performance reporting, and participation in fund operations projects.

The Associate serves as a key point of coordination across the investment operations team, working closely with traders, custodian banks, sub-administrators, and colleagues across departments to ensure data accuracy, timely issue resolution, and the successful completion of recurring deliverables.

Responsibilities vary across the operational calendar, ranging from portfolio reconciliation and corporate action review to involvement in new account launches, shareholder reporting cycles, and annual audits.

The role offers meaningful ownership and the opportunity to develop deep operational expertise, making it well suited to a detail-oriented professional who is motivated by problem-solving and the tangible impact of high-quality work.

Essential Duties and Responsibilities:

To perform this job successfully, a person must be able to perform the following satisfactorily; other duties may be assigned. Reasonable accommodations may be made to enable people with disabilities to perform the essential functions.

Performing daily Investment Operations functions including accurately transmitting trade data instructions to custodian banks and sub administrators, working in collaboration with brokers and custodian banks to help resolve settlement issues, reviewing corporate actions for mutual fund and separately managed account portfolios, setting up new securities and monitoring trades through settlement.
Producing both routine and ad hoc portfolio and trade reconciliations and reporting for internal and external consumption and assisting with the review of strategy data prepared by other teams.
Compiling and preparing performance, attribution, risk statistics and portfolio characteristics data, contributing to analysis.
Supporting day to day communication with service providers and sub administrators. Participating in recurring calls and system upgrade testing.
Collaborate with Manager to prepare fund regulatory filings and related projects.
Working with a multi-department team to support the onboarding of new separate accounts and launch products. Attending meetings, preparing paperwork, providing necessary data, and helping confirm functionality with external parties.
Supporting internal and external audits as well as other ad hoc tasks and special projects.

Qualifications:

The requirements listed below are representative of the knowledge, skill, and/or ability required to competently perform the job duties.

Experience, Skills, and Knowledge:

2+ years of experience in middle office, investment operations, fund accounting, or fund administration preferred. Exceptional recent graduates with relevant internship experience in investment operations or financial services and a strong academic background in finance, accounting, or economics will also be considered.
Knowledge of equity, international and fixed income assets, trade settlements, portfolio analytics, financial reporting and performance and attribution calculations.
Strong analytical, organizational, written and communication skills.

Familiarity with AI-assisted tools and a willingness to apply emerging technologies to automate or improve operational workflows
Able to prioritize tasks and work under pressure when meeting daily deadlines.
Highly organized, detail-oriented, flexible, reliable and proactive.
Effective at working both as an individual and in a team oriented environment.
Proficiency in Microsoft Office Suite, particularly Excel; comfort learning and working across multiple financial systems and data platforms.
Aptitude and enthusiasm for learning new third-party software; prior exposure to systems such as Charles River, FactSet, or Bloomberg is welcome but not required.

Education: Bachelorâs Degree in business, accounting or finance.

Certificates and Licenses: None

Supervisory Responsibilities: None

Physical Demands/Work Environment: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable persons with disabilities to perform the essential functions.

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phone, photocopiers, and filing cabinets.

While performing the duties of this job, the employee is regularly required to sit, talk, or hear, and to use hands to finger, handle, or feel. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand, walk, and move about the facility and occasionally required to stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.

Travel for this position is limited to potential annual conference attendance for service provider or accounting program software.

The above job description is not intended to be an all-inclusive list of duties and responsibilities of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.
]]> Mon, 13 Jul 2026 00:00:00 PDT 0 <![CDATA[Recruitment Consulting Internship]]> Recruitment Consulting Internship

Remote

About the job

Internship at Regal Executive Search

Regal Executive Search is a direct-hire recruitment agency specializing in Financial recruitment

We work as a team across Recruitment Consultants, Sales, and Sourcers. We focus on pinpoint recruitment through targeted messaging that leads to warm conversations.

SCHEDULE:

Part-Time & Full-time internship schedule available

POSITION:

Recruitment Consulting - Sourcer Intern

Responsibilities may include:

Matching and messaging candidates on LinkedIn, Indeed, and other platforms
Overseeing candidate and client communication via emails and calls
Finding highly specialized candidates on resume database sites such as ZipRecruiter, CareerBuilder, Monster, and others
Building targeted marketing lists in niche technical industries for the Sales team
Formatting resumes and creating candidate marketing profiles

]]> Tue, 07 Jul 2026 00:00:00 PDT 0 <![CDATA[Accounting & Finance Recruiter - Remote ]]> REGAL EXECUTIVE SEARCH

ACCOUNTING / FINANCE RECRUITER

REMOTE

Company Description

Regal Executive Search is seeking an experienced Finance/Accounting Recruiter.

The Finance/Accounting Recruiter will be responsible for the successful placement of accounting and finance professionals and executives with client companies, and must be experienced in the field, with the desire to network and build relationships with prospects, clients and candidates at the local and regional level.

The successful candidate must thrive on the “thrill of the hunt” for new business, with a proven track record of success developing revenue through a consultative approach, and where compensation will tie directly to successful performance.

Responsibilities

Direct & manage full cycle recruiting efforts including talent sourcing, candidate evaluation & screening, interview process, offer negotiations, close process & new hire on boarding
Daily Interaction with Clients
Heavy Telephone production
Explore Social Media Business channels
Direct Sourcing and Recruiting of Candidates
Consult with Accounting and Finance candidates to best represent their Career Goals & Interests
Consult with hiring managers to determine their talent staffing needs
Conduct interview screening process following firm guidelines & legal

Requirements Qualifications

Minimum 3-5 years of recruiting experience required within the accounting & finance space
BA/BS degree required
Demonstrate strong relationship recruiting skills & ability to cultivate diverse candidate pool within the accounting & finance space
Recruiting expertise within the accounting & finance space with mid to high level candidates ranging from Accounting Manager to CFO level
Established network of business or finance and accounting clients required.
Ability to execute a successful sourcing strategy & maintain strong professional network as a recruiter
Demonstrate a full range of sourcing techniques including internet sourcing, networking, job boards, referrals & personal network
Outstanding communication & interpersonal skills
Ability to work independently & autonomously yet within the boundaries of a remote corporate environment
Proven track record of recruiting or, alternatively, a strong sales background.
Proficient with Microsoft Office tools including Word, Outlook & Excel
Expertise with databases & applicant tracking systems (Bullhorn)

Additional Information

All your information will be kept confidential according to EEO guidelines]]> Mon, 18 May 2026 00:00:00 PDT 0 <![CDATA[Accounting Advisory Senior Associate ]]> Accounting Advisory Senior Associate

The Opportunity

While others simply verify the books, you will be the one writing them. As a Technical Accounting Advisory Associate, you are the "accountantâs accountant." You will be deployed as a subject matter expert to solve the most complex technical hurdles facing modern finance departments. This isn't about administrative support; itâs about high-level GAAP application, financial statement reconstruction, and technical memo authorship for organizations undergoing massive structural changes.

What Youâll Do

Complex Technical Research: Act as the primary resource for interpreting and implementing complex accounting standards (e.g., ASC 606, 842, 326, and 805).
Financial Statement Preparation: Lead the "heavy lifting" of preparing audit-ready financial statements and SEC filings (10-K, 10-Q, S-1) for companies going public or carved out of parent entities.
Audit Remediation: Step into high-pressure environments to clean up complex reconciliations, correct historical accounting errors, and restate financials when necessary.
Policy Architecture: Develop and document formal accounting policies that standardize how global enterprises recognize revenue, value assets, and manage equity.
Deal Support: Perform technical accounting due diligence, ensuring that business combinations are recorded accurately from Day 1.

Who You Are

The Technical Purist: You find genuine satisfaction in the nuances of the FASB codification and take pride in precise financial reporting.
The Detail Detective: You can dive into a messy General Ledger and extract a clean, GAAP-compliant narrative.
The Subject Matter Expert: You are the person your peers go to when they have a difficult question about "debit and credit" logic in complex transactions.
The Translator: You can take a 50-page legal contract and distill its financial impact into a clear, concise technical memo.

Qualifications & Skills

Education: Bachelorâs or Masterâs degree in Accounting (specifically).
Experience: 2â5 years of "heavy" accounting experience. We are specifically looking for Big 4/Top 10 Audit Seniors or Financial Reporting Accountants from large public companies.
Certification: Active CPA license is highly preferred.
Technical Mastery: Deep, working knowledge of the FASB Accounting Standards Codification (ASC). You should be comfortable explaining the mechanics of a cash flow statement or a consolidated balance sheet under pressure.
Software Proficiency: Advanced Excel (building complex models from scratch) and experience with ERP systems like NetSuite, SAP, or Workday.

]]> Thu, 16 Apr 2026 00:00:00 PDT 0 <![CDATA[Accounting Advisory Consultants, 3 - 10 Years Experience - Denver]]> Accounting Advisory Consultants, 3 - 10 Years Experience - Denver

Accounting Advisory Consultants

The Opportunity
Join a premier advisory team dedicated to solving the most complex financial challenges for Fortune 1000 leaders. As an Accounting Advisory Consultant, you won't just "do the books"âyou will lead high-stakes strategic initiatives including IPOs, M&A integrations, and global carve-outs. This role is designed for high-achieving professionals (CPAs, Audit Managers, and Senior Accountants) who want to escape the monotony of traditional corporate accounting and rapidly accelerate their marketability through diverse, high-visibility project work.

The Value Proposition

Significant Earnings Growth: Our consultants see a total compensation as very competitive in the advisory consulting market and compared to traditional roles.
Elite Benefits: Comprehensive medical/dental/vision, 401(k) with profit sharing, and generous paid time off.
Professional Development: Dedicated allowances for certifications and continuous learning to keep your skills at the cutting edge.

Key Responsibilities

Strategic Execution: Lead and support critical financial projects such as financial statement preparation, GAAP conversions, and internal audit transformations.
Client Leadership: Act as a trusted advisor to client leadership, providing technical insights and operational excellence to ensure project success.
Agile Problem Solving: Quickly adapt to new industries and technical environments, delivering immediate value-add service upon deployment.
Firm Growth: Contribute to the local office culture through participation in recruiting, business development, and mentorship.

Qualifications & Technical Skills

Education: Bachelorâs degree in Accounting or Finance.
CPA Credential: Active CPA license (or significant progress toward licensure) is preferred.
Public Accounting Roots: Minimum of 2 busy seasons in external audit with a Big 4 or mid-tier national CPA firm.
Leadership Experience: At least 1 busy season as a "Senior" in external audit is strongly preferred.
Technical Proficiency: Mastery of U.S. GAAP and FASB standards; advanced Excel skills (macros, VLOOKUPs, pivot tables) are essential.
Experience: 3+ years of relevant technical accounting or strategic financial experience.

Professional Attributes

Entrepreneurial Mindset: A proactive builder who is passionate about both client service and firm growth.
Exceptional Communicator: Ability to distill complex financial data into actionable insights for executive stakeholders.
Adaptability: Comfortable navigating ambiguity and thriving in various corporate cultures and industries.

]]> Sun, 15 Feb 2026 00:00:00 PST 0 <![CDATA[Cost & Inventory Accountant]]> Cost & Inventory Accountant

POSITION SUMMARY

The Accountant is responsible for manufacturing accounting support and financial support for production operations. This role focuses on manufacturing accounting activities including inventory and WIP management, ERP accuracy, and operational financial reporting, while partnering closely with plant leadership to support operational efficiency and informed decision-making

KEY RESPONSIBILITIES

• Prepare weekly and monthly manufacturing financial reports, including variance analysis.
• Support month-end close activities, journal entries, and balance sheet reconciliations.
• Monitor and reconcile inventory accounts (raw materials, WIP, finished goods, and variances).
• Ensure accurate and timely recording of manufacturing transactions in the ERP system.
• Maintain standard costs and support updates to labor, overhead, and burden rates.
• Support physical inventories, cycle counts, budgeting, and forecasting activities.
• Partner with operations to improve data accuracy related to BOMs, routings, labor standards, and production metrics.

QUALIFICATIONS

• 3â5 years of accounting experience, including at least 2 years in manufacturing accounting.
• Strong knowledge of manufacturing accounting, including inventory control, WIP, and variance analysis.
• Hands-on ERP experience (NetSuite - STRONGLY preferred) and advanced Excel skills.

EDUCATION

• Bachelorâs degree in Accounting or Finance, or an Associate degree with 5+ years of relevant experience.

WORK AUTHORIZATION

All prospective Impact Housing employees need to demonstrate eligibility to work in the U.S.

COMPENSATION

• Health benefits: Medical, Dental, Vision, FSA, HSA
• Vacation
• Sick time
• Holiday pay
• Ownership of company equity
• 401K Retirement Plan

]]> Thu, 12 Feb 2026 00:00:00 PST 0 <![CDATA[Tax Manager]]> Tax Manager

Phoenix AZ

Responsibilities:
:

Work with staff to ensure individual and business tax returns are completed correctly and by the required deadline.
Review, approve and sign tax returns for release to clients.
Coach or mentor a staff member to assist with enhancing their skills and further developing their career.
Gather relevant tax-related information from the client so an accurate tax return can be prepared.
Look at tax situations from various angles to ensure the maximum tax benefit is applied.
Network, build relationships and attract new clients or business for the Firm.
Bill clients for the services and guidance provided.

Qualifications:

You enjoy keeping up-to-date on the ever-changing tax industry's regulations and policies.
You have a knack for solving problems and easily notice issues while bringing solutions to the table.
You take pride in helping others, and you are ready to take on the challenge of leading a team of high-performing individuals.
You have knowledge of and exposure to a variety of industries and the ability to read a financial statement.
In addition to all of this, you hold a CPA license or Enrolled Agent Certification and have 5-7 years of experience in public accounting tax work.

]]> Fri, 08 Aug 2025 00:00:00 PDT 0 <![CDATA[Tax Senior Manager]]> Tax Senior Manager

Phoenix, AZ

Responsibilities:

Network, build relationships and attract new clients or business for the Firm.
Prepare returns for Real Estate, High Net-Worth Individuals, and Manufacturing clients.
Work with staff to ensure individual and business tax returns are completed correctly and by the required deadline.
Coach or mentor a staff member to assist with enhancing their skills and further developing their career.
Gather relevant tax-related information from the client so an accurate tax return can be prepared.
Look at tax situations from various angles to ensure the maximum tax benefit is applied.
Bill clients for the services and guidance provided.

Qualifications:

You enjoy keeping up-to-date on the ever-changing tax industry's regulations and policies.
You have a knack for solving problems and easily notice issues while bringing solutions to the table.
You take pride in helping others, and you are ready to take on the challenge of leading a team of high-performing individuals.
You have knowledge of and exposure to a variety of industries and the ability to read a financial statement.
In addition to all of this, you hold a CPA license or Enrolled Agent Certification and have 7 +years of experience in public accounting tax work.

]]> Fri, 08 Aug 2025 00:00:00 PDT 0 <![CDATA[Tax Senior Associate - Tax Supervisor ]]> Tax Senior Associate or Tax Supervisor

Are you a seasoned tax professional looking for the next step in your career?

We are looking for a CPA with a drive for excellence

What Youâll Do:

Lead tax engagements for businesses and individuals, ensuring compliance and strategic tax planning.
Provide expert guidance on tax strategies, regulations, and opportunities for clients.
Review and oversee tax returns, ensuring accuracy and efficiency.
Mentor and train junior tax staff, fostering professional development within the team.
Stay up to date with evolving tax laws and regulations to provide proactive client solutions.
Meet productivity and efficiency standards (billable hours).

Requirements

What Weâre Looking For:

Certified Public Accountant (CPA) Required â Must hold an active CPA license.
Experience â Minimum of 3-5 years in public accounting, with a focus on tax consulting.
Technical Expertise â Deep understanding of federal and state tax codes, regulations, and compliance.
Analytical & Problem-Solving Skills â Ability to identify tax-saving opportunities and develop innovative strategies.
Strong Communication & Leadership â Adept at managing client relationships and mentoring staff.
Tech-Savvy â Proficiency in tax preparation software and financial systems (Ultra Tax experience a bonus).

Ready to Elevate Your Career?

If youâre ready to step into a senior role where your expertise is valued and your career can flourish, weâd love to hear from you!
]]> Mon, 07 Jul 2025 00:00:00 PDT 0 <![CDATA[Controller]]> Controller

Real estate investment company looking for a Controller. Team of 6 professionals with this role reporting to the VP.

Responsibilities:

Manage outsourced accounting
Lead property accounting for the firm

Qualifications:

Previous experience of being an accounting manager or controller
8 yearsâ experience
Property management experience

]]> Wed, 11 Sep 2024 00:00:00 PDT 0 <![CDATA[Investment Senior Analyst - Senior Associate ]]> INVESTMENT SENIOR ANALYST / ASSOCIATE

We are looking for a senior analyst / junior associate to join our office . This role is suitable for a very capable junior professional, with 2 â 3 yearsâ of experience, that wants to be part of an innovative and growing firm and to use their skills and ideas to make a real business impact.

WHAT YOU WILL DO?

The role will provide you with exposure to all areas of the business and you will directly support the senior management of the firm. As part of this role:

you will support the senior members of the advisory execution team and be responsible for matters including, creating and analysing financial models, creating and preparing client presentations and scheduling and attending meetings;
you will be responsible for producing industry research, benchmarking and investment presentations and for ensuring that documentation produced by the firm office adheres to the highest standards;
you will conduct due diligence and assist with M&A and financing transactions, helping to drive the transaction process from origination to execution and closeout;
you will support the management and administration of investment transactions occurring
you will assist with business development and the targeting, diligence and pitching of new deal opportunities and stay up to date with market trends and sports regulatory developments to ensure that clients receive the best advice from the firm.

WHAT EXPERIENCE AND SKILLS ARE REQUIRED?

Professional experience â you will have 2 â 3 yearsâ experience in financial services, ideally in TMT, and have trained in a top-tier investment bank or other financial services business. You will have experience with:
- due-diligence and transaction execution understand the processes involved in buy-side and sell-side M&A, equity and debt financing;
- financial modelling and building/maintaining/stress testing operating models;
- preparing and maintaining industry/company presentations and benchmarking materials and other process documents; and
- financial valuations with knowledge of DCF, comparable companies, precedent transactions etc.

]]> Tue, 28 May 2024 00:00:00 PDT 0 <![CDATA[Wealth & Tax Advisor]]> Wealth & Tax Advisor

The Opportunity

Family Office is looking for an experienced wealth & tax advisor to join our team. This role will be responsible for taking ownership of all aspects of the client engagement; interacting with clients, delegating and reviewing work, and completing follow-up items. You will engage with families on all services â Investment Management, Wealth Planning & Coordination, Tax Planning & Compliance, and Personal CFO Support.

The Expectations

Assess clientâs overall financial picture, understand their needs, and develop a solid financial plan
Help gather financial information and prepare net worth, cash flow, investment planning, investment policy statements, and other tools for wealth planning engagements
Prepare and review long-term capital sufficiency analyses based on personal financial goals, current financial data, tax rates, inflation rates, and investment assumptions
Prepare, review, and complete individual, trust, partnership, and corporate tax returns

The Qualifications

5+ years of prior experience with taxes, investments, or as an accountant, financial planner, or tax preparer
In-depth knowledge of tax or investments
Accuracy, attention to detail, and the ability to explain complex information clearly and simply
Must be a self-starting individual who takes responsibility for his/her work and actively sees projects through to successful conclusions while maintaining a high level of communication with team members
Desire/ability to work successfully in a small company team environment where it is expected that you will wear many hats with varied responsibilities
Proficiency in Microsoft Suite (Excel, Word, PowerPoint, Outlook) and ability to operate CRM and other systems
Bachelorâs degree in accounting, finance, or related field
CFA, CPA, or CFP required

The Benefits

Competitive salary and annual performance-based bonus
Flexible work arrangements
Unlimited PTO and 10 paid holidays per year
Medical, dental, and vision health plans with generous employer contribution
Supplemented health savings account (HSA)
Short and Long-term disability coverage paid for by employer
Flexible 401(k) retirement benefits with employer contributions
Opportunity for advancement based on performance, personal growth, and cultural fit
Work with a team-oriented culture that supports continuing education and career growth
Strong support for volunteer, community and/or industry involvement

]]> Wed, 22 May 2024 00:00:00 PDT 0 <![CDATA[Tax Attorney - Estate Planning]]> Tax Attorney - Estate Planning Consultant (Remote or In-Office)

Role and Responsibilities

You will work as part of the Planning Team on client counseling in advanced tax and estate planning.
You will learn the law and best tax and estate planning strategies, review key tax and estate planning reports, update checklists/forms.
You will review high-net-worth client estates and plan documents, flag key planning opportunities, updates, etc.
You will meet directly with clients, their CPAs, and other advisors to provide tax and estate planning strategies and recommendations.
You will work with the Diligence Coordinator to complete client diligence, files, and deliverables.
You will assist the Planning Team, CPAs, clients, and their advisors with planning materials and documents.
You will help the Planning Team, CPAs, clients, and their advisors execute and follow-through on planning projects and tasks.
You will report directly to the Senior Planning Consultant from whom you will receive training and instruction.
You will have productivity bonuses and no billable hour requirement!

Qualifications and Education Requirements

Must have a law degree and a minimum five (5) yearsâ experience in estate planning.
Must possess excellent verbal and written communication and customer service skills.
Must possess excellent interpersonal, conflict resolution, and problem-solving skills.
Must possess excellent administrative skills and the ability to multitask.
Must possess a high level of integrity, discretion, and
Must be self-motivated to produce and excel with minimal supervision.
Must have strong knowledge of Microsoft Office (Excel, Word, Outlook, PowerPoint).
Must have the ability to learn new software with minimal assistance.

Preferred Skills

Experience in advanced tax and irrevocable trust planning, family partnerships, and foundations a plus.

]]> Wed, 22 May 2024 00:00:00 PDT 0 <![CDATA[Senior Accountant - Hedge Fund - Private Equity]]> Senior Accountant - Hedge Fund - Private Equity

We are currently seeking an experienced Senior Accountant to join our team in downtown Chicago, IL.

About Us:

We currently serve a wide variety of Hedge Funds, Commodity Pools, Private Investment Funds, Commodity Trading Advisors, Registered Investment Advisors, Broker-Dealers, Introducing Brokers and Futures Commission Merchants.

Our staff has expertise in all areas of securities and futures accounting, tax, systems and regulatory matters. The firm combines a unique blend of experienced professionals with significant public accounting backgrounds as well as actual operational experience as former Chief Financial Officers or Controllers, regulatory auditors or senior accounting staff for futures, securities, and asset management firms.

Our depth of experience allows us to provide a broad array of services from monthly net asset value accounting for funds, financial statement compilations and performance records to tax return preparation, due diligence procedures and certified audits.

Job Responsibilities and Duties:

• Prepare financial statements, including monthly compilations, for various hedge funds, commodity pools and fund of funds applying principles of accounting.
• Generate NFA (“National Futures Association”) and GIPS (“Global Investment Performance Standards”) compliant performance tables and capsule reports for NFA, SEC (“Securities Exchange Commission”), and a variety of unregistered hedge fund groups.
• Perform daily net asset calculation of various hedge funds having $10 million to $100 million under management using portfolio management software.
• Assemble annual audit packages for independent auditors, the SEC and the NFA.
• Assist and consult portfolio managers in annual tax planning for partnership and individual tax return.
• Prepare quarterly as well as annual tax estimates, year-end final Federal and State tax returns for individuals, partnerships, management companies and trusts.
• Assist and act as a liaison for the partnership during Internal Revenue Service audit.

Job Skills and Qualifications:

• Must have Masterâs degree in Accounting or MBA with concentration in Accounting and/or Finance and must have six months of experience in the job offered.
• CPA a plus.
• Other Special Requirements--Experience must include preparation of financial statements for hedge funds, commodity pools and fund of funds and also preparation of year-end Federal and State Tax Returns for partnerships and management companies.

Benefits:

We value our employeesâ time and efforts. Our commitment to your success is enhanced by our competitive salary depending on experience and an extensive benefits package including paid time off, medical, dental and vision benefits and future growth opportunities within the company. Plus, we work to maintain the best possible environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

]]> Mon, 20 May 2024 00:00:00 PDT 0 <![CDATA[Investment Operations Senior Associate - Middle Office]]> Senior Associate, Middle Office Operations

Overview

Senior Associate role contributes to the daily trade operations support of portfolio strategies. Daily trade operations responsibilities include data delivery to custodian banks, communication with traders and brokers for settlement issues and monitoring unsettled trades. Knowledge of the daily valuation process is necessary to work with sub administrators on corporate actions and portfolio reconciliation items. Additional reoccurring duties involve creation, analysis and reporting of portfolio data to internal and external sources, maintaining short term investments and working with the Fund Operations team on large projects such as new account openings, shareholder reporting and annual audits. Taking the lead on projects, resolving data issues, and working with others across departments are common tasks for this position.
This position is based in our San Francisco, CA office with a hybrid model of 3 days/week in-office and 2 days/week remote.

Summary of Key Responsibilities

Performing daily trade operations functions including accurately transmitting trade data instructions to custodian banks and sub administrators, working in collaboration with brokers and custodian banks to resolve settlement issues, reviewing corporate actions for mutual fund and separately managed account portfolios, setting up new securities and monitoring trades through settlement.
Calculation, analysis, and review of funds and/or separate account performance, synthetic performance, and composite performance.
Preparing, analyzing, and reporting; holdings, attribution, risk statistics and portfolio characteristics data for internal consumption and external reporting.
Interfacing with service providers and sub administrators. Participating in reoccurring calls and system upgrades.
Maintaining short-term investments. Working with custodian and sub administrator on set up and safekeeping.
Working with a multi-department team to onboard new separate accounts and launch products. Attending meetings, preparing paperwork, providing necessary data, and ensuring functionality with external parties.
Contributing to internal and external audits as well as other ad hoc tasks and special projects.

Experience, Skills, and Knowledge

5+ years of experience in a similar middle office role or a role in fund accounting or administration.
Knowledge of equity, international and fixed income assets, trade settlements, portfolio analytics, financial reporting and performance and attribution calculations.
Strong analytical, organizational, written and communication skills.
Able to prioritize tasks and work under pressure when meeting daily deadlines.
Highly organized, detail-oriented, flexible, reliable, and proactive.
Effective at working both as an individual and in a team-oriented environment.
Proficiency with the latest computer technology, particularly Microsoft Excel.
Experience with trade operations, trade order management systems, such as Charles River, portfolio analytics systems, such as FactSet or Bloomberg, and GIPS performance calculations and verifications.

Education

Bachelorâs Degree required in business, finance, or accounting field.

]]> Wed, 10 Apr 2024 00:00:00 PDT 0 <![CDATA[CFO]]> CFO

Rapidly growing and privately-owned company is seeking a well-rounded problem-solving CFO to oversee financial strategy, financial planning, financial analysis, financing/refinancing, and bank relationships. More than just a numbers person, the successful candidate will possess a broad skillset with the ability adapt on the fly and quickly learn and process new information to support the CEO and executive team in charting the companyâs strategic direction and seizing high value-add opportunities and acquisitions in a dynamic, fast-paced and highly acquisitive environment. The successful candidate will have a strong background in finance and management, track record of financing acquisitions through loan broker relationships, experience in the real estate industry preferred with restaurant experience a plus, and pedigree from top-tier academic and corporate institutions. This position has tremendous upside for professional growth, experience, exposure, and compensation.

Objectives of this role:

Build and oversee the financial strategy, financial planning and analysis
Oversee all financing and re-financing of loans. Experience in financing real estate loans, strong broker relationships, and strategic problems solving for complex deal structures is required
Support acquisition activities & help integrate new acquisitions
Read, analyze, interpret and make recommendations on presentations, strategic agreements and financial documents
Manage relationships with banks and build new strategic relationships

Qualifications & Requirements:

MUST BE ABLE TO THRIVE IN A FAST-PACED FAMILY-OWNED AND OPERATED ENVIRONMENT
Demonstrated expertise in constructing models from diverse data sources, the ideal candidate must showcase advanced proficiency in Excel, along with proven skills in financing, in depth knowledge of Macros and Financial Modeling, which will be assessed during the application process
Be a polished representative of the company and elevate its profile in the eyes of investors, banks and industry insiders
Can-do attitude with a strong work ethic and ready-to-roll-up-your-sleeves mentality
Quick learner with strong finance-based problem-solving and analytical skills
Results driven, extreme sense of ownership, and Business savvy with an entrepreneurial mindset
Excellent communication skills and social / networking skills with the ability to influence key business partners and colleagues
Experience in financing debt in the restaurant and/or real estate industries will be heavily weighted
Must have flexible work schedule and work extended hours
Experience with Yardi and GP preferred
Willing to start on contingency basis for working on refinance projects: can receive up to 2% of loan amount success fee

Salary:
·         $250,000 - $350,000 per year based on experience

Benefits:
·         Medical Insurance: Company sponsors 75% of Employee Plan
·         Voluntary Vision Plan
·         Voluntary Dental Plan
·         Voluntary Cal Savers 401k
·         2 Week Vacation Bank

Ability to Relocate:
Orange County, CA: Relocate before starting work (Required)

#cfo #chieffinancialofficer #job

]]> Tue, 09 Apr 2024 00:00:00 PDT 0 <![CDATA[M&A Tax Managing Director - M&A Tax Partner]]> Tax Managing Director - Tax Partner - Mergers & Acquisitions ("M&A") Tax

The Tax Managing Director or Tax Partner of M&A Tax will work in a fast-paced rapidly growing practice and assume a wide set of responsibilities across buy-side and sell-side transactions, divestitures and carve outs working alongside our performance improvement, turnaround and restructuring and investment banking practices to assess a companyâs tax risks and opportunities, applying and interpreting income tax law and conducting comprehensive discussions with management and their advisors.

Responsibilities

- Working directly with internal senior personnel and clients to develop comprehensive solutions to complex transactional challenges
- Leveraging tax technical knowledge to lead engagement teams in performing buy- and sell-side due diligence and developing tax-efficient acquisition and divestiture structures
- Conducting, developing, overseeing and reviewing tax due diligence, tax structuring and tax modeling workstreams including but not limited to identification and mitigation of relevant historical and projected tax risks, tax-advantage structuring, optimizing and preserving valuable tax attributes, mitigating tax costs related to cancellation of indebtedness income and worthless stock deduction analysis, conducting Section 382 and transaction cost analyses
- Managing various technical tax issues dealing with consolidated returns, S Corporations, partnerships and limited liability companies
- Identifying and analyzing tax risks and opportunities while advising both strategic and private equity buyers and sellers on alternative tax strategies for acquisition, disposition and restructuring of businesses
- Reviewing and analyzing merger agreements and providing opinion letters
- Expanding tax research skills through deep exploration of complex technical tax issues across a broad spectrum of tax law
- Teaching, guiding and coaching junior team members
- Drafting clear and concise reports outlining key takeaways
- Creating tax financial models
- Contributing to marketing and business development efforts
- Supporting practice development initiatives
- Collaborating closely with performance improvement, restructuring and investment banking colleagues

Qualifications

- Strong desire to be a part of and contribute to the growth of a high performing client focused team dedicated to individual and firm level achievements
- Bachelorâs degree from a top undergraduate program (accounting preferred)
- 12 plus years of tax advisory experience or a combination of audit, tax and financial due diligence experience within a Big 4 accounting firm
- CPA, JD, Masters in Taxation or LLM
- Knowledge of a broad range of corporate tax matters in various industries
- Proven ability to articulate complex information when providing crucial negotiation insights
- Technically competent across multiple US federal, international and state income tax disciplines
- Fundamental working knowledge of all or essentially all non-income based federal, state and foreign tax regimes, including but not limited to indirect, payroll, property and ad valorem taxes
- Understanding of US GAAP, including the accounting for income tax principles
- Experience with tax controversy and procedure
- High degree of maturity with a proven ability to interact with senior executives, private equity firms, lenders, lawyers and management teams
- Experience leading other professionals and acting in a manner that motivates, inspires and develops junior team members
- Proven leader in the delivery of high-quality work that exceeds client expectations
- Excellent written and verbal communication skills including strong email etiquette
- Eagerness to be responsive at all times
- Proven track-record of success in high pressure, time-constrained environments
- Top-tier organizational skills and attention to detail
- Self-starter and entrepreneurial nature
- Open to travel and work at client site

]]> Tue, 02 Apr 2024 00:00:00 PDT 0 <![CDATA[Tax Senior Manager - Tax Director - Alternative Investments ]]> Tax Senior Manager - Tax Director (Alternative Investments)

Candidates should have a deep understanding of the following:

Filing requirements related to alternative investment and/or registered investment companies (RIC's)
Partnership taxation to ensure completeness and accuracy of tax compliance and reporting
Knowledge of key tax issues associated with alternative investment firms, including tax positions referenced by service providers and the impact of potential legislative and regulatory changes

Required Background and Skills:

Bachelorâs in Accounting or related field; Masters or LLM a plus
CPA or Bar
8+ years of tax related experience (prior Big-4 firm experience preferred)
Strong oral and written communication skills in order to effectively communicate with leadership and outside partners
Strong interpersonal skills required to establish and maintain relationships service providers, team members, or other members of the firm
Exceptional excel skills
Ability to partner collaboratively with other departments including Finance, Legal
Ability to manage and prioritize multiple time sensitive ad hoc projects at once
Interest in Improving the tax function by identifying and implementing strategic methodologies or automation tools to improve efficiencies within the department

#tax #privateequitytax #partnershiptax #taxjob

]]> Tue, 02 Apr 2024 00:00:00 PDT 0 <![CDATA[Tax Senior or Tax Manager ]]> Tax Senior or Manager - CPA

We are currently seeking a professional to fill the role of Certified Public Accountant, Tax Senior or Tax Manager.

The ideal candidate will be experienced with tax planning and preparation of individual, corporate, partnership and trust tax returns.

Candidates for this position must be able to develop and maintain strong relationships with clients through ongoing communication and exceptional service.

In addition, candidates will need to work closely and collaborate with junior members of our team, work efficiently on multiple assignments, research and resolve tax accounting issues.

A background check will be performed prior to hiring.

Requirements:

• Bachelorâs Degree in Accounting
• 2 or more yearsâ experience in public accounting
• Strong knowledge of QuickBooks
• In-depth tax knowledge at the local, state and federal levels
• Critical thinking, problem solving, research skills and determination
• Dedicated to providing exceptional customer service
• Ability to work in a fast-paced environment with minimal supervision
• CPA certification preferred
]]> Sun, 17 Mar 2024 00:00:00 PDT 0 <![CDATA[Audit Manager]]> Audit Manager

Purpose of the role:

As a qualified Accountant, Managers in our Audit division are required to lead teams on a range of Audit assignments.

Responsibilities:
• To perform audits from planning, fieldwork & completion within agreed budget for the assignment, taking on responsibility for ownership and completion of each audit assignment.
• Act as the principal contact for the client during the on-site fieldwork and follow up on client queries once on site work is completed.
• Manage on-site teams and assist in the supervision and development of more junior staff, providing training where appropriate and ensuring work is appropriately allocated according to the team members abilities and development complete job review forms for all junior staff on the same assignment.
• To prepare statutory financial statements for clients, generally from the clientâs management accounts.
• To research technical issues that arise and provide potential solutions for review Partners / Directors.
• To adhere to deadlines, including prompt notification to the partner where problems are likely to arise or as they arise on each assignment.
• Can identify where other experts in the firm can provide relevant services to respond to client business needs.
• Manage work in progress and billing on client assignments.
• Undertake additional duties as reasonably required.
• Experience in working with complex groups, reporting structures and liaising with component auditors is highly desirable.

Qualification:

Organised, qualified ACA/ACCA, experience of a wide range of businesses, approachable, mentoring skills, team ethos.
]]> Tue, 12 Mar 2024 00:00:00 PDT 0 <![CDATA[Bookkeeper]]> Bookkeeper

GENERAL SUMMARY OF DUTIES:

Maintains financial records and general ledger related to accounts payable, accounts receivable and payroll as well as paying bills. Assists with the preparation of financial reports. Checks employeesâ times and payroll data to ensure correct payment of employees and processes payroll.

SUPERVISION RECEIVED:

Reports to Administrator.

SUPERVISION EXERCISED:

Exercises general supervision over HR/PR staff.

DUTIES INCLUDE BUT NOT LIMITED TO:

Keeps complete set of records of financial transactions for the clinic.
Verifies and enters details of transactions in account and cash journals from data sources such as invoices, checks, and requisitions.
Summarizes details on separate ledgers and transfers to general ledger.
Balances books and compiles reports on cash receipts and expenditures, accounts payable and receivable, profit and loss, and other factors pertinent to operation of clinic.
Maintains chart of accounts and accounting software, including systematic backup and maintenance.
Reconciles bank accounts. Posts all charges and adjustments.
Prepares month end report for clinic.
Generates patients and insurance refund checks.
Generate research patientsâ checks weekly.
Ensures enough postage in postage machine & resets meter as necessary.
Transfers fund with the bank.
Generates bi-monthly billing, if necessary.
Checks employee punch times for consistency and accuracy, clarifying inconsistencies with supervisors.
Enters payroll information into computer program.
Generates payroll checks and distributes or mails paychecks.
Helps employees to understand payroll calculations and deductions, investigates problems and makes appropriate corrections.
Provides and coordinates banking information for payroll.
Works with payroll vendor on processing payroll, receiving all necessary reports, and employee W-2âs.
Works with necessary people to ensure that all equipment and software programs used are up to date and fully functional.
Reviews benefit accruals, pension, and other eligibility information, making adjustments as status changes occur.
Prepares and distributes termination checks.
Works with HR/PR Administrative Assistant on new hires, benefits, pension & profit sharing, and terminations including COBRA notification.
Employment verification.
Participates in educational activities.
Maintains strictest confidentiality.
Performs other duties as assigned by supervisor or physician.
Purchases office supplies.
Provides necessary information to accountant for preparation of 1099 & physiciansâ auto inclusion.

The job holder must demonstrate competencies applicable to the job position.

EDUCATION:

High school diploma or GED and at least 12 hours of college accounting courses. Additional appropriate education may be substituted for two years of bookkeeping experience.

EXPERIENCE:

Three years of bookkeeping experience including one-year accounting experience in a health care organization.

KNOWLEDGE:

Knowledge of English grammar, spelling, and punctuation to type simple correspondence.
Knowledge of accounting practices including accounts payable and receivable, payroll.
Knowledge of medical bookkeeping practices and procedures.
Knowledge of basic arithmetic to make simple calculations.

SKILLS:

Skill in using computer programs and applications and general office equipment.
Skill in performing mathematical computations and computing ratios and percentages.
Skill in typing 40 â 45 wpm.

ABILITIES:

Ability to read, understand, and follow oral, and written instruction.
Ability to maintain confidentiality of financial matters.
Ability to communicate clearly and concisely.
Ability to establish and maintain effective working relationships with patients, employees, and the public.

PHYSICAL/MENTAL DEMANDS:

Requires sitting for long periods of time. Working in an office environment with frequent interruptions. May require lifting up to 30 pounds. Some bending and stretching required. Working under stress and use of telephone required. Manual dexterity required for use of calculator and computer keyboard.

ENVIRONMENTAL/WORKING CONDITIONS:

Normal office environment.

This description is intended to provide only basic guidelines for meeting job requirements. Responsibilities, knowledge, skills, abilities and working conditions may change as needs evolve.
]]> Fri, 02 Feb 2024 00:00:00 PST 0 <![CDATA[VP Accounting Advisory]]> Senior Manager, Accounting Advisory

Join an elite team of respected experts who approach the needs of M&A differently, in a demanding, yet supportive and collaborative culture.

Teams are led by seasoned M&A professionals who have worked in private equity, investment banking, Big Four accounting, Elite Three consulting, and business operations.

Who we are seeking:

An accounting advisory professional from the Big4 or other large consulting firm seeking to help grow a practice in an entrepreneurial environment.
An industry accounting professional with broad knowledge of US GAAP, including purchase accounting, derivatives, complex debt, and equity securities, stock-based compensation, revenue recognition, and lease accounting, seeking to get into client services/consulting.

About the position:

Providing strategic FP&A, financial modeling, performance improvement, accounting advisory, and other Office of the CFO initiatives to our clients' portfolio companies. As part of our growth, we seek to expand our current team of Accounting Advisory Service Professionals who have experience in assessing/implementing accounting standards and technical accounting standards in businesses in various stages of development.

Qualifications & Requirements:

Candidates should have an undergraduate degree in Accounting, Finance, or other related fields; any postgraduate degrees, including MAC or MBA are preferred but not required. An active CPA is highly preferred.
Ideal candidates should have 7-10+ years of relevant professional experience in technical accounting and financial reporting. A combination of audit/assurance experience and accounting advisory or corporate/industry experience is preferred. An ideal candidate should have experience managing multiple team members across different engagements in their prior work experience. The ideal candidate will also have experience managing a year-end audit with external accounting firms.
The ideal candidate will be familiar with all aspects of Financial Reporting, both internal and external, with the ability to lead engagements and assist in implementing reporting efficiencies for our clients.
Candidates who strongly align with our core values and are interested in private equity, entrepreneurship, M&A, and transaction services will do well.
In addition to demonstrating a strong work ethic and a capability to lead teams and manage multiple engagements, candidates should have sound technical skills and proficiency in Microsoft Excel and PowerPoint.

]]> Fri, 20 Oct 2023 00:00:00 PDT 0 <![CDATA[VP Accounting Advisory]]> Senior Manager, Accounting Advisory

Join an elite team of respected experts who approach the needs of M&A differently, in a demanding, yet supportive and collaborative culture.

Teams are led by seasoned M&A professionals who have worked in private equity, investment banking, Big Four accounting, Elite Three consulting, and business operations.

Who we are seeking:

An accounting advisory professional from the Big4 or other large consulting firm seeking to help grow a practice in an entrepreneurial environment.
An industry accounting professional with broad knowledge of US GAAP, including purchase accounting, derivatives, complex debt, and equity securities, stock-based compensation, revenue recognition, and lease accounting, seeking to get into client services/consulting.

About the position:

Providing strategic FP&A, financial modeling, performance improvement, accounting advisory, and other Office of the CFO initiatives to our clients' portfolio companies. As part of our growth, we seek to expand our current team of Accounting Advisory Service Professionals who have experience in assessing/implementing accounting standards and technical accounting standards in businesses in various stages of development.

Qualifications & Requirements:

Candidates should have an undergraduate degree in Accounting, Finance, or other related fields; any postgraduate degrees, including MAC or MBA are preferred but not required. An active CPA is highly preferred.
Ideal candidates should have 7-10+ years of relevant professional experience in technical accounting and financial reporting. A combination of audit/assurance experience and accounting advisory or corporate/industry experience is preferred. An ideal candidate should have experience managing multiple team members across different engagements in their prior work experience. The ideal candidate will also have experience managing a year-end audit with external accounting firms.
The ideal candidate will be familiar with all aspects of Financial Reporting, both internal and external, with the ability to lead engagements and assist in implementing reporting efficiencies for our clients.
Candidates who strongly align with our core values and are interested in private equity, entrepreneurship, M&A, and transaction services will do well.
In addition to demonstrating a strong work ethic and a capability to lead teams and manage multiple engagements, candidates should have sound technical skills and proficiency in Microsoft Excel and PowerPoint.
]]> Tue, 03 Oct 2023 00:00:00 PDT 0 <![CDATA[Partnership Tax Manager]]> Partnership Tax Manager

Venture capital firm is currently looking for a Partnership Tax Manager to assist with the tax and accounting related to various entities. The ideal candidate will have excellent organizational, oral and written communication skills in conjunction with strong analytical and technical abilities. Must be detail-oriented, highly accurate, and a self-starter who can work with minimal supervision in a team-oriented environment.

The finance group, which provides support to the venture capital firm and the families associated with its managing directors, currently has twenty-two people including the Chief Financial Officer and six directors.

Primary Responsibilities:

Preparation and review of income tax returns for various partnerships
Planning for and preparing quarterly income tax estimates and annual extensions for various partnerships
Review of general ledger accounting for various partnerships on a quarterly basis
Researching tax related issues
Responding to tax notices
Assisting Director of Accounting and Director of Finance with special projects on an as-needed basis
Work with CFO and Director of Finance to develop a quarterly forecasting system for portfolio companies

Qualifications:

Four-year college degree in accounting, finance, or economics required; CPA a plus
At a minimum, 5 years of experience preparing partnership tax returns for venture capital, private equity, or other alternative investment vehicles
Proficiency using CCH Axcess or ProSystems fx Tax and CCH Workpaper Manager a plus
Competency with Adobe and MS Office products, especially Excel
Excellent oral and written communication skills
Strong organizational, analytical and technical abilities
Detail-oriented
Highly motivated; a self-starter who can work with minimal supervision in a team oriented environment

]]> Fri, 28 Oct 2022 00:00:00 PDT 0 <![CDATA[SENIOR TAX ACCOUNTANT]]> SENIOR TAX ACCOUNTANT

Venture capital firm is currently looking for a Senior Accountant to assist with tax services. The ideal candidate will have excellent organizational, oral and written communication skills in conjunction with strong analytical and technical abilities. Must be detail-oriented, highly accurate, and a self-starter who can work with minimal supervision in a team-oriented environment.

The finance group, which provides support to the venture capital firm and the families associated with its managing directors, currently has twenty-two people including the Chief Financial Officer and six directors.

Primary Responsibilities:

Preparing income tax returns for various individual, partnership and fiduciary returns for the family office
Planning for and preparing quarterly income tax estimates and annual extensions for individual, partnership and fiduciary returns for the family office
Researching tax related issues
Responding to tax notices
Assisting Tax managers with special projects on an as-needed basis

Qualifications:

Four-year college degree in accounting, finance, or economics required; CPA a plus
At a minimum, 4 years of experience preparing individual tax returns; ideal candidates will have some experience working with ultra-high net worth clients and will have prepared investment partnership and fiduciary tax returns
Proficiency using CCH Axcess or ProSystems fx Tax, CCH Workpaper Manager, and BNA Income Tax Planner a plus
Competency with Adobe and MS Office products, especially Excel
Excellent oral and written communication skills
Strong organizational, analytical and technical abilities
Detail-oriented
Highly motivated; a self-started who can work with minimal supervision in a team-oriented environment
Knowledgeable about the venture capital industry and investments a plus

]]> Fri, 28 Oct 2022 00:00:00 PDT 0 <![CDATA[Senior Accounting Manager]]> Senior Accounting Manager

Venture capital firm is currently looking for a Senior Accounting Manager to oversee the accounting function of the management company. The ideal candidate will have excellent organizational, oral and written communication skills in conjunction with strong analytical and technical abilities. Must be detail?oriented, highly accurate, and a self-starter who can work with minimal supervision in a team?oriented environment.

The finance group, which provides support to the venture capital firm and the families associated with its managing directors, currently has twenty-two people including the Chief Financial Officer and six directors.

Accounting Responsibilities

Review quarterly / semi?annually close books
Review semi?annual consolidated financials for Management Company
Analyze, review, and prepare schedules necessary as a part of the closing process
Review depreciation of assets and conduct annual review of fixed asset write offs
Review allocation of income and gain/loss
Review placement invoices and related collections for placements made by subsidiaries
Prepare and update annual and quarterly budget and manage cashflow
Prepare quarterly compliance certificate as required by banks
Review personal and family office billbacks to the partners along with collections
Review and approve AP and expenses
Collaborate with Tax Manager in their preparation of quarterly estimated taxes, tax compliance, and various other tax related projects.
Compliance and review of property taxes / 571?L.
Prepare information necessary required to completed VAT returns by outside tax firm.
Oversee Family Office Billback process and review results on a semi?annual basis
Assist the CFO and Director of Finance with various other special projects

Qualifications:

4?year college degree
CPA preferred
At a minimum, 6 years of experience performing accounting for partnership/ LLC tax returns and preferably having some expertise with venture capital management companies and/ or similar types of operating entities. The ideal candidate will have both accounting and operational experience.
Experience reviewing journal entries and preparation of financial statements is required.
Competency with Adobe MS Office products, especially Excel.
Excellent oral and written communication skills.
Strong organizational and analytical skills
Detail oriented
Highly motivated; a self?starter who can supervise staff in a team?oriented environment.
Excellent communication skills
Ability to maintain confidentiality of personal and sensitive information
Ability to delegate

Candidates:

Send resume to Accounting_Asst@shv.com
]]> Fri, 28 Oct 2022 00:00:00 PDT 0 <![CDATA[Tax Manager - Leading Global Private Equity Company]]> Tax Manager - Leading Global Private Equity Company

Job Description:

We are working with a high-profile Private Equity company to fill a Tax Manager need, their Private Equity tax team is expanding and adding top talent as a result. In this role, you will have high visibility, opportunities for growth and professional development, and a highly collaborative team environment.

Qualifications:

BS in Accounting required, masterâs in taxation or JD/LLM is a plus
CPA required
A minimum of seven (7) years of pass-through and partnership tax experience in an accounting firm, law firm, family office or private equity firm
1 â 3 yearsâ experience as tax manager
Big 4 and/or private equity company experience is a plus.
Proven staff management skills
Possess effective writing, communication and tax research skills

]]> Wed, 12 Oct 2022 00:00:00 PDT 0 <![CDATA[Audit Senior - Audit Manager - 401k Employee Benefit Plans]]> Audit Senior - Audit Manager - 401k Employee Benefit Plans

Growing Employee Benefit Plan Audit practice is looking for experienced CPAs to join the team. Opportunities for remote, hybrid or in-office work.

Offering you a great blend of large and small firm benefits. We are one of the larger firms with over 95 wonderful team members, a variety of specialized industry and service teams plus three offices.

Flexibility is important to Jones & Roth and our team. Our team members have active lives outside of work and many take advantage of our FlexLife program to create a career plan that not only fits their professional goals, but works with their personal life too. 20% of our team members work remote and another 60% work a hybrid schedule. 20% of our team members work a FlexLife schedule.

Team members are encouraged to explore our service and industry niches so they can find the best fit for their interests and skills. Your mentor works with you to develop a customized career plan that fits their needs. Whether you are on the fast track for advancement or balancing your personal and work commitments, we have a place for you.

If you like what you see, complete the online application. We'll be contacting you soon.
]]> Sat, 26 Mar 2022 00:00:00 PDT 0 <![CDATA[Senior Fund Accountant]]> Senior Fund Accountant

Full description

Venture capital firm that invests in growth-stage technology companies primarily by providing structured liquidity to founders, senior executives, early investors, and early employees. Founded in 2011 with almost $2 billion in assets under management, we've built a portfolio of increasingly dominant companies in areas as diverse as space exploration, freight forwarding, ridesharing, e-commerce, and human resource management. Our investment partners include a mix of seasoned venture capitalists and experienced entrepreneurs.

Position Description

Looking for a Senior Accountant to join its growing finance team. The Senior Accountant will assist the CFO, Controller, Accounting Manager

Position Responsibilities

Verify the accuracy of invoices and facilitate the accounts payable/receivable process
Liaise with service providers (fund administrator, audit and tax teams, etc.)
Assist with the quarterly and annual financial statement audits, tax returns and regulatory/compliance filings
Update and maintain accounting journals, ledgers and other transactions for funds as well as management company
Process and review transactions related to the Fundsâ investments and expenses
Monitor banking activity and process/review transactions as needed including wire transfers and line of credit requests
Assist with the review of credit card transactions and reconciling items
Assist with the preparation of company budgets
Maintain organized and thorough accounting documentation
Perform other related tasks or projects as assigned

Experience Requirements

Bachelorâs degree in Business or Accounting
2-4+ years of professional experience
Highly organized and strong attention to detail
Superb verbal and written communication skills a must
Experience with QuickBooks not necessary but a plus
Ability to self-manage and work with teams located out-of-state
Strong problem solver with a willingness to learn and take on challenges and prioritize
Strong and demonstrated interest in Accounting and Finance
Compensation: DOE

]]> Mon, 14 Feb 2022 00:00:00 PST 0 <![CDATA[Senior Fund Accountant]]> Senior Fund Accountant

Full description

Venture capital firm that invests in growth-stage technology companies primarily by providing structured liquidity to founders, senior executives, early investors, and early employees. Founded in 2011 with almost $2 billion in assets under management, we've built a portfolio of increasingly dominant companies in areas as diverse as space exploration, freight forwarding, ridesharing, e-commerce, and human resource management. Our investment partners include a mix of seasoned venture capitalists and experienced entrepreneurs.

Position Description

Looking for a Senior Accountant to join its growing finance team. The Senior Accountant will assist the CFO, Controller, Accounting Manager

Position Responsibilities

Verify the accuracy of invoices and facilitate the accounts payable/receivable process
Liaise with service providers (fund administrator, audit and tax teams, etc.)
Assist with the quarterly and annual financial statement audits, tax returns and regulatory/compliance filings
Update and maintain accounting journals, ledgers and other transactions for funds as well as management company
Process and review transactions related to the Fundsâ investments and expenses
Monitor banking activity and process/review transactions as needed including wire transfers and line of credit requests
Assist with the review of credit card transactions and reconciling items
Assist with the preparation of company budgets
Maintain organized and thorough accounting documentation
Perform other related tasks or projects as assigned

Experience Requirements

Bachelorâs degree in Business or Accounting
2-4+ years of professional experience
Highly organized and strong attention to detail
Superb verbal and written communication skills a must
Experience with QuickBooks not necessary but a plus
Ability to self-manage and work with teams located out-of-state
Strong problem solver with a willingness to learn and take on challenges and prioritize
Strong and demonstrated interest in Accounting and Finance
Compensation: DOE

]]> Mon, 14 Feb 2022 00:00:00 PST 0 <![CDATA[Transaction Advisory Associate ]]> Transaction Advisory Associate

Responsibilities:

Perform financial due diligence and identify key risks and evaluate business drivers
Analyze financial statement information including income statement, balance sheet, cash flow and key operational data.
Analyze net working capital, debt and debt-like items
Assist in creating reports (including Quality of Earnings reports) and databooks for clients that highlight the key financial, findings of potential investments as well as the drivers behind sustainable profits and cash flows
Help to build financial models
Help to synthesize and convert data into meaningful information that is used to drive discussions with target management and highlight observations and conclusions
Manage and prioritize responsibilities and proactively consult with senior team member
Assist in the general execution of engagements and maintenance of client relationships
Support Transitions/Transformations and M&A/Investment Banking practices as needed while proactively seeking development in these areas
This position is add-to-staff. Compensation will be commensurate to experience and tenure

Qualifications:

In addition to strong technical skills and proficiency in Microsoft Excel and PowerPoint, the candidate should be or have:

Proactive, motivated, and a self-starter with the ability to maintain a positive attitude while working in a demanding, deadline-driven environment
Dedication to teamwork and constant communication with fellow team members
Strong analytical, critical thinking, and project management skills with attention to detail
Ability to provide solution-based alternatives
Flexibility in the prioritization and completion of tasks
Ability to maintain the highly confidential nature of information pertaining to ongoing or potential transactions
Ability to communicate (i.e. writing, facilitating, and presenting) succinctly and sufficiently to all levels of client and management personnel
Knowledge of technical accounting areas such as US GAAP and SEC or Private Company reporting
An active Certified Public Accountant (CPA) certification or equivalent is preferred

Requirements:

4-year degree from a reputable business school in accounting and/or finance with an exceptional GPA and supporting accolades
1-4 years of prior work experience, with time spent in Big4 or large national firm Audit and/or TAS. An active CPA license or progress towards a CPA license is highly preferred
A proven track record of excellence (i.e. accelerated promotional cadence, stellar reviews and evaluations, etc.)
A strong desire to hone one's accounting skills while developing best practices in finance/FP&A, M&A, financial modeling, and/or investment banking

]]> Thu, 27 Jan 2022 00:00:00 PST 0 <![CDATA[Vice President, Financial Due Diligence ]]> Vice President, Financial Due Diligence

Responsibilities & Duties:

General management of engagements and client relationships, providing direction and assignment of tasks to colleagues, and communicating with clients throughout the process
Assist team with core financial due diligence
Analyze financial statement information including income statement, balance sheet, cash flow and key operational data
Synthesize and convert data into meaningful information that is used to drive discussions with target management and drive observations and conclusions
Analyze net working capital, debt and debt-like items
Assist in creating reports (including Quality of Earnings reports) and presentations for clients that highlight the key financial, commercial and other findings facing investments and the drivers behind profits and cash flows
Provide guidance to clients as to how to incorporate our reports and other deliverables into the clientâs valuation and sale, purchase agreement, and other negotiating points
Be actively involved in building and maintaining client relationships and other business development opportunities
Design and develop work streams, often involving complex quantitative analysis and detailed financial models at various granularity levels, to drive operational and transactional insights
Perform final quality control of client deliverables and lead the presentation of deliverables
Lead meetings and conference calls in financial and business due diligence to assist with various investment and growth decisions
Perform detailed analyses and synthesize actionable insights from data sets and unstructured information sources
Effectively and efficiently communicate with Senior Vice Presidents, Principals and Managing Directors in status updates of engagements
Begin to participate in developing new client relationships and other business development functions
This position requires 10%-40% travel
Timing is immediate with market compensation

Qualifications & Requirements:

The candidate should have undergraduate degree in Business, Accounting, Finance or other related fields; any post graduate degree, including MAC or MBA are preferred but not required. The candidate should have 5 - 10 years of prior work experience and started their career with a national investment bank, accounting or consulting firm and have recent experience with private equity, M&A and transaction services, corporate finance, or FP&A. In addition to strong technical skills and proficiency in Microsoft Excel and PowerPoint, the candidate should be or have:

Proactive, motivated, and a self-starter with the ability to maintain a positive attitude while working in a demanding, deadline-driven environment
Dedication to teamwork and constant communication with fellow team members
Strong analytical, critical thinking, and project management skills with attention to detail
Ability to provide solution-based alternatives
Flexibility in the prioritization and completion of tasks
Ability to maintain the highly confidential nature of information pertaining to ongoing or potential transactions
Ability to communicate (i.e. writing, facilitating, and presenting) succinctly and sufficiently to all levels of client and management personnel
Knowledge of technical accounting areas such as US GAAP and SEC or Private Company reporting
An active Certified Public Accountant (CPA) certification or equivalent is preferred

]]> Thu, 27 Jan 2022 00:00:00 PST 0 <![CDATA[Client Outsourced Accounting Manager ]]> Full description

We serve clients from Fortune 500 public companies to mid-market private firms, as well as government entities, not-for-profit organizations and individual business owners...

Responsibilities

The ideal candidate will enjoy interacting with client personnel at all levels
This person will have proven technical accounting and financial reporting skills to deliver results with Weaver's high standard of client service
Manage the engagement and workflow of all client deliverables for multiple clients and engagements to minimize risk and surprises, optimize engagement economics, satisfy service objectives, and meet internal and external deadlines
Identify, research and resolve accounting technical issues impacting the engagement
Prepare and review engagement deliverables to ensure that firm and professional standards are met
Effectively delegate tasks to facilitate professional development and efficient utilization of firm resources
Continually build on technical expertise in accounting and financial reporting by attending continuing professional education courses or utilizing other training resources
Conduct or review research of complex or new accounting and financial reporting issues and prepare memorandums to support solutions
Keep the partner informed about client updates, engagement status, budget adherence, and technical issues
Take an increased role in preparing and delivering proposals and fee estimates
Develop staff by providing training and formal performance feedback
Perform general ledger accounting and closing of the books
Conduct investigation on variances
Prepare and review work papers and financial statements
Conduct research on accounting transactions and summarize findings
Write management reports
Other advisory projects as assigned by the firm's Partners
Travel to client sites as needed

Qualifications

Bachelor's degree in Accounting or related field
5-7 years of experience in private or public accounting, with a minimum of 4 years in an audit/assurance role in public accounting
CPA required
Strong analytical ability and critical thinking skills
Advanced proficiency in Excel and Word
Familiarity with QuickBooks Online, Xero, Sage Intacct, and other accounting ERP systems
Superior verbal and written communication skills
Ability to work both independently and as part of a team

]]> Thu, 06 Jan 2022 00:00:00 PST 0 <![CDATA[NPO Tax Manager - Senior Manager]]> NPO Tax Manager - Senior Manager

Job Description

Searching for a Non-Profit Tax Manager/Senior Tax Manager with a strong tax compliance and consulting background to work for our nationally recognized firm. This key person acts as the focal point of contact between our firm and our middle market clients. This professional will lead tax engagement teams on various projects, handle all tax compliance and consulting issues for assigned clients, keep clients abreast of technical tax changes affecting their industry, identify opportunities to cross-sell, look for opportunities to expand tax services, assist with new business development, cultivate and maintain effective relationships with external contacts as well as audit counterparts on mutual audit/tax engagements and will mentor, train and assist senior and staff associates.

Qualified Professionals will have the following:

BS degree in Accounting, Finance or other business related field
CPA is required
A minimum of 6 years public accounting experience preparing and reviewing tax returns and advising Companies on their tax strategy
Previous Big 4/National or Regional firm experience preferred
Non-Profit industry experience is required
Significant experience with Form 990 is required
Proven success training, mentoring and developing staff
Excellent research, writing, interpersonal and business development skills
Aptitude and desire to want to make Partner and grown our Tax Services Practice

Please note: This position can be 100% remote.
]]> Wed, 15 Dec 2021 00:00:00 PST 0 <![CDATA[Senior Internal Auditor - Hedge Fund/Alternative Investment ]]> Responsibilities

The Senior Auditor position will be responsible for conducting operational, financial, and regulatory internal audits (no SOX testing). The following statements are intended to describe the general nature and level of work being performed. This is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of team members.

Responsibilities Include

Identify operational, compliance, financial, and reputational risks through risk assessment, audit and consulting activity;
The ability to execute the planning, fieldwork and reporting stages of the internal audits;
Leading interviews to understand current state systems, processes, and controls and assessing risk with minimal oversight and supervision;
Performing walk-throughs of control processes and substantive testing, as necessary;
Designing audit procedures for high-risk and complex audit areas;
Designing and performing data analytic procedures to identify emerging risks and patterns;
Completion of clear and concise work papers that articulate the work performed and the conclusions reached;
Identifying, developing and documenting audit findings and discussing the findings with the stakeholders;
Drafting audit reports and communicating audit results via verbal and written presentations to management;
Advising stakeholders on the strengths and weaknesses of controls and developing effective solutions;
Performing due date tracking, management follow-up, and validation testing for the remediation of audit findings;
Developing and maintaining relationships with stakeholders;
Drafting audit committee and other internal audit meeting materials;
Performing validation testing for the remediation of audit findings;
Helping to advise stakeholders on the strengths and weaknesses of controls;
Performing job administration responsibilities, including creating status reports and tracking budget-to-actuals;
Pursuing professional development opportunities via professional associations, certifications, and internal/external training; and
Performing various other tasks and special projects as required.

Qualifications

4-5 years of audit experience;
Internal audit experience within the asset management industry or financial services is preferred;
Experience applying internal auditing standards, management principles and business practices;
Experience collecting and analyzing complex data, evaluating information and drawing logical conclusions;
Experience preparing for and presenting to senior audiences;
Experience using data analytics to identify patterns and trends using data;
Experience planning and managing project plans (includes ensuring timely completion of assigned project phases within a provided budget); and
Proficiency with Microsoft Office suite applications, with a specific emphasis on Word, Excel, Outlook and PowerPoint to prepare work papers, reports, memos and summaries.

Personal Attributes

Excellent interpersonal, verbal and written communication skills;
Strong skills in resolving problems and negotiating findings;
Critical thinker with intellectual curiosity and proactivity in researching business concepts;
Self-initiated and a self-starter;
Excellent time management skills / an ability to handle multiple assignments and meet deadlines;
Flexible and team-oriented, and strong integrity and professionalism.

Education

Bachelorâs degree in relevant discipline (Accounting, Finance, or Business-related field). A CPA or CIA is preferred.

]]> Thu, 18 Nov 2021 00:00:00 PST 0 <![CDATA[Audit Staff - Audit Senior Accountant - (Japanese Bilingual) - Remote]]> Audit Staff - Audit Senior Accountant - (Japanese Bilingual)

Top 100 accounting and consulting firm in the west region.

Providing the services of a large firm with a blended environment of practices, services and industry specializations and continues to demonstrate renowned industry leadership year-over-year.

The firm takes pride in client service and professional and personal advancement, as demonstrated by our program which promotes a culture of learning and growth through targeted development and leadership programs

Performs diversified accounting and auditing assignments under the direction of supervisor, manager or partner.
Demonstrates competency in technical skills, work quality, and application of professional and Firm standards.
Meets time constraints and client deadlines.
Builds client relationships and maintains smooth working relationship.
Works effectively within given budgetary parameters; assist staff in prioritizing and managing their workload.

Approaches projects with a sense of urgency and is completion orientated.

At least three (3) years of proven experience in public accounting, demonstrating a progression in complexity of auditing and accounting tasks and tax knowledge.
Bachelorâs degree in accounting, or Masterâs degree in accounting.
Minimum of forty (40) hours of continuing professional education is required each year.
Japanese bilingual is a must.

]]> Thu, 18 Nov 2021 00:00:00 PST 0 <![CDATA[Senior Tax Accountant]]> SENIOR TAX ACCOUNTANT

Seeking a Senior Tax Accountant to join our team. We offer tax and financial planning services and our office is located on Ventura Blvd. in Sherman Oaks, California. Our business focus is on delivering professional and proactive tax and financial planning services to each of our clients. We seek a highly-motivated candidate looking to work as a team player in a fast-paced environment with the opportunity to grow with the firm. Our aim is to develop each professional into a solid tax and financial planning advisor who will work to strengthen our existing client relationships and help manage new business.

Job Description:

Prepare S-corporation, LLC, trust, gift, tax-exempt organization and individual tax returns
Assume tax preparation responsibility for more complex business returns
Review individual and LLC tax returns, 1099s, business license renewals, etc.
Assist in quarterly and annual income tax planning for individuals and pass-thru business entities
Identify and resolve complex tax issues and respond to IRS/FTB Notices with minimal supervision
Prepare/Track Existing ISO and NQSO schedules to track basis and for planning purposes
Prepare multi-state returns with income sourcing/allocations
Perform tax research projects accurately and efficiently
Communicate clearly and succinctly with clients via telephone and email
Maintain continuing education requirements focusing on specific areas of taxation and planning that are of particular interest in you
Assist in administrative duties as required
Be proactive in helping the firm become more efficient in all areas
Show initiative, self-monitor client projects/tax deadlines, and work as a team player at all levels

Candidate Education and Experience Requirements:

Bachelorâs Degree in Accounting, Finance or related field is required
4+ years of prior work experience with a public accounting firm in taxation is required
Licensed CPA is required
Must be detail-oriented with strong work-paper technique
Demonstrate knowledge and proficiency in technical income tax areas focused on Trust (Form 1041), Gift, S-corporation, LLCs and multi-state individual taxation
Experience in taxation issues related to high net worth individuals and families, real estate investors, executive stock options, tax-exempt organizations and owners of closely-held businesses is preferred
Experience with taxation software including Lacerte and BNA 50-State Income Tax Planner software is preferred
Proficiency in Microsoft Office Products including Word and Excel is required
Overtime and Saturday availability during various income tax deadlines is essential

Salary is based on level of experience.
We offer health insurance, HRA, life insurance, SIMPLE IRA with employer match, paid holidays, paid vacation, continuing education, bonus and other small business benefits.
]]> Mon, 15 Nov 2021 00:00:00 PST 0 <![CDATA[Senior Tax Accountant - Tax Manager]]> Senior Tax Accountant - Tax Manager

The Role

We are looking for a diligent and highly motivated individual to join the growing tax department. This position (title depends on the candidate's experience) will be primarily focusing on meeting the Companyâs tax compliance and reporting needs, especially in the indirect tax area. The ideal candidate is a team player who has experience in tax return preparation, a solid understanding of common tax rules and regulations, knowledgeable in accounting principles and is willing to dive in and take the lead on all things indirect tax.

Essential Duties and Responsibilities:

Perform sales and use tax monthly filing and exemption form preparation
Maintain indirect tax matrix and prepare indirect tax memo as needed (sales and use tax, personal property tax and real property tax)
Lead monthly vendor tax information review and annual 1099 reporting process
Assist with other indirect tax compliance and research
Assist with coordinating and ensuring the timely filing of the Companyâs federal, state and local income tax returns, including reviewing the workpapers prepared by the external service providers
Assist in the resolution of federal, state and local tax notices and audits
Identify process improvements for various tax processes, implement changes for best practices
Perform other duties as requested by the management

Education and/or Work Experience Requirements:

BS in Accounting or Tax (or related major)
CPA license preferred
3 plus years of tax experience including the above duties
Must be detail oriented, resourceful and organized
Ability to multi-task and work in tight frames and deadlines
Excellent oral and written communication skills
Superior interpersonal abilities and a team player. Ability to get along with diverse personalities, tactful, mature, flexible.
Must be a self-starter who handles multiple projects with competing priorities with minimum supervision

We are seeking qualified candidates available to start immediately.
]]> Fri, 05 Nov 2021 00:00:00 PDT 0 <![CDATA[Fund Accountant - Fund Administration Associate]]> FUND ASSOCIATE ACCOUNTANT - (FUND ADMINISTRATION)

JOB DESCRIPTION AND FUNCTIONS

As Associate Accountant, you will be responsible for such duties and responsibilities that are normally associated with your position, which include, but are not limited to the activities enumerated below:

Middle and Back Office Functions:

Gathers all information required (i.e. external statements, i.e., prime broker reports and custodian statements, supporting documents for recurring expenses including legal fees, audit fee, admin fees, tax fees, directorâs fee, etc.);
For Geneva clients, performs pricing of fundsâ investments using prices from external sources;
Uploads daily trade transactions from the prime brokerâs FTP sites or trade blotter including the daily dividends, interest, corporate actions, and cash activities and record them in the companies portfolio accounting;
Prepares daily equity reconciliation for each fund and if required by the engagement, also prepares position and cash reconciliation. Investigates any trade breaks and reconciling items on the reconciliation;
Based on downloaded reports and other calculations, prepares and/or updates the financial reports (trial balance, income statement, balance sheet, statement of changes in capital accounts, investorsâ monthly and YTD allocations, capital letters, summary of expenses, schedule of management fees, etc.);
Ensures that the monthly partnersâ allocation is allocating the correct profit and loss based on the straight capital ratios or commitment ratios, whichever is the case maybe;
Ensures that management fees and performance fees are allocating according to the limited partnership agreements;
Ensures that all expenses are accrued and all income and expense items are recognized in the appropriate tabs in the allocation file;
Ensures that all income and expenses are classified in the right income and expense character for income tax purposes;
Ensures the correctness of the monthly, quarterly and year to date gross and net returns for each limited partners;
Ensures that all working papers are appropriately labeled and with proper notations and/or cell comments;
Prepares the reporting package for next level review;
Prepares all accounting related entries for Geneva clients, ensuring that all transactions have appropriate support;
Monitors client mailboxes/distribution lists and saves all necessary emails and supports on a timely manner;
Prepares ad hoc requests received from client, including but not limited to, distributions, drawdowns, etc.;
Prepares wire entries in the treasury portal for engagements with Cash Control services;
Performs peer review of Investor statements, as needed.

Assists in coordinating annual audits of clientsâ financial statements:

Prepares working papers in a way that ensures that all audit requirements are handy for the auditors;
Prepares year-end schedules for independent auditors including cost roll forward, cash reconciliation, statement of cash flows, and financial highlights and other working papers supporting the balances and disclosures in the financial statements;
Prepares each fundâs financial statements and works closely with the respective fundâs auditors for note disclosures;
Prepares and submits draft financial statements on a timely basis for next level review;
Organizes own work, setting priorities and meeting critical deadlines.

In addition to the above functions, employee may also be expected, from time to time, to assist in other non-operations work, as the need arises, and as determined by the Senior Associate, Associate Director or Director supervising them.

Job Specifications:

? Graduate of Bachelorâs degree in Accountancy;

? Preferably a Certified Public Accountant (CPA) or Chartered Accountant (CA);

? Preferably with at least 1 year of experience in financial accounting or equivalent;

? A team player; must be able to work individually and as part of a team;

? Has a good business understanding of financial concepts and procedures;

? Analytical and very detail-oriented;

? Flexibility to expand work hours as necessary and support business needs.
]]> Thu, 04 Nov 2021 00:00:00 PDT 0 <![CDATA[Senior Fund Accountant - Associate]]> Senior Fund Administration Accountant (Senior Associate)

Qualifications:

Graduate of Bachelorâs degree in Accountancy;
Must be a Certified Public Accountant (CPA), Chartered Accountant (CA), Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA);
Must have at least 3 consecutive years of experience as an accounting or finance professional;
Experience in Fund Administration, Asset Management or equivalent is an advantage;
Must have experienced managing staff.

]]> Thu, 04 Nov 2021 00:00:00 PDT 0 <![CDATA[Tax Staff Accountant - Full-Time ]]> Full-Time Staff Accountant

Established West LA CPA firm has an immediate opening for a full time Staff Accountant to assist with tax preparation and planning.

We offer a flexible work environment. In addition to offering competitive salaries and bonuses, our excellent benefits package includes 401(k), paid personal time off and medical, vision, and other optional insurance plans. We also provide continuing education and CPA licensing support. We have a fully stocked kitchen including snacks, fruit, breakfast and lunch items, as well as special items like ice cream and many types of beverages. We want our employees to have the “comforts of home” while they work in an environment where employees feel valued and respected.

All of this means you will have the opportunity to learn new skills and grow. If this sounds like a workplace where you would thrive, please send your resume with salary requirements.

Responsibilities include, but are not limited to:

Prepare and review individual, corporate, partnership and trust tax returns
Perform bookkeeping entries, monthly bank reconciliations and generate financial reports using QuickBooks
Process Payroll, Payroll Tax Deposits, and Quarterly Payroll Tax returns
Prepare annual 1099's
Make adjusting journal entries for client bookkeeping including adjusting schedules and reclassifying expenses
Tax planning and consulting

Skills and Requirements:

Must be resourceful, able to multitask, and able to work relatively independently to fulfill assigned duties and achieve goals.
Must be able to efficiently use common office software including Excel, Outlook, Word
Correspond directly with clients and vendors
CPA certificate preferred but not necessary
Proven competence in QuickBooks and CCH Prosystems
Excellent interpersonal, communication, and teamwork skills.

Applicants that do not meet all qualifications may still apply and be considered for other positions.

]]> Thu, 28 Oct 2021 00:00:00 PDT 0 <![CDATA[Audit Associate]]> Audit Associate

Job Duties and Responsibilities:

Execute the daily operations of audit, review, compilation and attest engagements of various clients.
Accurately document the execution of specific audit procedures as defined by engagement objectives, client's engagement history and planned audit approach.
Research and facilitate the resolution of issues arising during engagements.
Assisting in the review of financial statements, including note disclosures.
Identify and communicate accounting matters to senior associates, managers and partners.
Interact with clients to help ensure flow of information from clients to the engagement team is efficient and timely.
Active involvement in professional development.

Qualifications:

Ability to manage deadlines, work on multiple assignments and prioritize each assignment, as necessary.
Demonstrate ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally.
Applied working knowledge of (GAAP) and accounting principles and procedures.
Proficient use of applicable technology.
Ability and willingness to travel.

Education and Experience:

Bachelor's Degree in Accounting, Taxation or related field, preferred.
1+ years of experience in public accounting or related field.
CPA or CPA Candidates, preferred.

]]> Thu, 28 Oct 2021 00:00:00 PDT 0 <![CDATA[Tax Manager]]> Tax Manager

Well-established medium sized West LA Firm with excellent benefits has an immediate opening for a full time Tax Manager. Our firmâs recent growth has created the opportunity to add a tax manager. If you are a tax manager, or a senior who is ready to move up, please submit your resume. If your ultimate goal is to become a partner, this might be the right opportunity for you!

With a diverse client base, we have real estate partnerships, manufacturing clients, entertainment industry clients and high net worth individuals. All of this means you will have the opportunity to learn new skills and grow as a manager.

Qualifications:

5+ yearsâ of experience in public accounting
Bachelorâs degree in accounting, finance or business.
Excellent verbal and written communication skills
Experience with individual, partnership, non-profit, trust, corporation and S corporation tax returns, of various complexities
Experience with multi-state individual and business tax returns.
CPA strongly preferred
Able to review tax returns and identify issues

We offer a flexible work environment, and work to foster an environment where employees feel valued and respected. We have an excellent benefits package, in addition to offering competitive salaries as well as tax season and year-end bonuses. These benefits include medical, vision, and other optional insurance plans. We also have 401 (K), paid personal time off, continuing education and CPA licensing support.

If this sounds like a workplace where you would thrive, please send your resume with salary requirements.

]]> Thu, 28 Oct 2021 00:00:00 PDT 0 <![CDATA[Tax Senior Accountant]]> Tax Senior Staff Accountant

Established West LA CPA firm has an immediate opening for a full time senior accountant with at least 3 years of experience to assist with tax preparation and planning.

We offer a flexible work environment. In addition to offering competitive salaries and bonuses, our excellent benefits package includes 401(k), paid personal time off and medical, vision, and other optional insurance plans. We also provide continuing education and CPA licensing support. We have a fully stocked kitchen including snacks, fruit, breakfast and lunch items, as well as special items like ice cream and many types of beverages. We want our employees to have the “comforts of home” while they work in an environment where employees feel valued and respected.

All of this means you will have the opportunity to learn new skills and grow. If this sounds like a workplace where you would thrive, please send your resume with salary requirements.

Responsibilities include, but are not limited to:

Prepare and review individual, corporate, trust and estate tax returns
Generate financial reports using QuickBooks
Make adjusting journal entries for client bookkeeping including adjusting schedules and reclassifying expenses
Tax planning and consulting

Skills and Requirements:

CPA certificate preferred but not necessary
Proficiency in use of computer tax preparation using CCH Prosystem, tax research and tax planning software programs.
Must be able to efficiently use QuickBooks and common office software including Excel, Outlook, Word
At least three years of experience in public accounting
Excellent oral and written communication skills
Must be detail oriented and organized

Execute the daily operations of audit, review, compilation and attest engagements of various clients.
Accurately document the execution of specific audit procedures as defined by engagement objectives, client's engagement history and planned audit approach.
Research and facilitate the resolution of issues arising during engagements.
Assisting in the review of financial statements, including note disclosures.
Identify and communicate accounting matters to senior associates, managers and partners.
Interact with clients to help ensure flow of information from clients to the engagement team is efficient and timely.
Active involvement in professional development.

Qualifications:

Ability to manage deadlines, work on multiple assignments and prioritize each assignment, as necessary.
Demonstrate ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally.
Applied working knowledge of (GAAP) and accounting principles and procedures.
Proficient use of applicable technology.
Ability and willingness to travel.

Education and Experience:

Bachelor's Degree in Accounting, Taxation or related field, preferred.
1+ years of experience in public accounting or related field.
CPA or CPA Candidates, preferred.

]]> Thu, 28 Oct 2021 00:00:00 PDT 0 <![CDATA[Audit Staff - Audit Senior ]]> Audit Staff Associate or Experienced Audit Associate or Audit Senior Associate

About the job

Description/Responsibilities:

We are looking for a bright and motivated experienced audit associate to join our team. Youâll have the opportunity to work on audits and reviews of private and public companies and employee benefit plans of various sizes and industries. You may do some flying, but most fieldwork will be local. As an experienced audit associate, you have the opportunity to work directly with partners, collaborate with other audit staff, and communicate directly with clients. Youâll work with a team of people that care about your professional development and work-life balance.

Qualifications/Requirements:

·        Bachelorâs (or advanced) degree in accounting.

·        1-2 years of audit experience.

·        Basic understanding of U.S. GAAP and GAAS.

·        Strong verbal and written communication skills.

·        Strong work ethic and desire/ability to learn.

·        Ability to work both independently and as part of a team.

·        Experienced with Excel and Word.

·        Have or are working toward CPA certification.

Compensation:

Competitive, based on experience and ability.

Benefits:

·        Health, dental, and vision insurance.

·        Employer match on 401k contributions.

·        Performance bonus program.

·        CPE and CPA renewal fees paid for.

·        Discounted rates for CPA review courses.

·        Bonus upon passing all four sections of CPA exam.

Extracurricular:

·        Firm-sponsored activities (e.g. baseball & soccer games, holiday party, community service, etc.).

·        Discretionary alternative work schedule in the summer.

Location:

San Diego

]]> Thu, 28 Oct 2021 00:00:00 PDT 0 <![CDATA[Senior Accountant (Remote ok)]]> The Senior Accountant will be responsible for supporting period-end accounting closing cycles, preparing and recording general journal entries, asset and liability account reconciliations, system maintenance, monthly reporting, audit support schedules, balance sheet and income statement account variance analysis and accounting projects. Will work effectively with personnel from other departments and affiliated companies to ensure timely, accurate completion of accounting cycle closings and service request responses. Position has expectations for growth into steadily increasing complexity of tasks and management responsibilities.

Essential Duties:

Analyzes business transactions and events as the basis for preparing general journal entries and properly documents transactions
Provides conclusive support for journal entries in the form of underlying documents, schedules and explanations
Reviews journal entries for accuracy prior to recording the entries and after recording the entry to verify expected impact to the balance sheet and related income or expense accounts
Performs month-end reconciliations of accounts and provides reasonable explanations and insightful analysis of the components of assigned accounts
Researches and applies generally accepted accounting principles in support of accounting, and proposes reasonable solutions to accounting problems based on a keen understanding of accounting principles and business activities
Communicates and collaborates with co-workers in relevant operating groups and management to ensure understanding of business transactions and achieve efficient and effective accounting results
Assists in the evaluation, design, and execution of preventative and detective internal controls to the completeness and accuracy of account balances and periodic activity
Perform reviews of sample populations of expense reports for compliance with the Companyâs Travel Expense Policy.
Primary accountant responsible for the consolidated foreign currency revaluation and translation process and primary resource for the accounting for marketing and advertising expenses
Lead accountant responsible for shell and holding company accounting including intercompany eliminations and consolidation accounting
Assist with the annual audits and quarterly reviews performed by external auditors and lenders by preparing audit schedules and/or reports providing appropriate explanations as required
Assist operating companies, other internal service providers and external auditors with accounting related inquiries and requests
Special projects as assigned

Education/Experience/Skills Required:

Bachelorâs degree in Accounting required, including courses in intermediate and advanced accounting topics such as foreign currency translation, consolidation and audit topics
CPA designation or progress towards CPA certification preferred
A minimum of 4 years progressing general accounting experience or 2+ years of public accounting experience preferred.
Previous experience and expertise with Microsoft Office applications, including Excel required
Advanced skills in Excel preferred
Strong analytical capabilities and strong written and verbal communication skills required
SAP experience preferred or equivalent ERP system experience desired with knowledge of basic accounting system functionality required
Self-starter who is drawn towards taking initiative, has the ability to multi-task, has strong interpersonal skills with an ability to respond to inquiries and effectively present information to accounting and business managers
Ability to identify and define problems, collect supporting data, establish facts, propose solutions and meet deadlines

]]> Fri, 08 Oct 2021 00:00:00 PDT 0 <![CDATA[National Accounting & Auditing Director - Remote]]> National Accounting & Auditing Director

Job Summary

The National Assurance Director is responsible for understanding and communicating audit methodology, professional standards and firm policies, as well as communicating these policies to the firm through Assurance comments, trainings, technical guides and Flash reports to ensure proper compliance.

Qualifications

Education:
- Bachelorâs degree in Accounting, Finance, Marketing, Economics or other related field preferred

Experience:
- Ten (10) years of prior work experience
- Prior supervisory experience required

License/Certifications:
- CPA certification preferred

Software:
- Proficient in Microsoft Office suite, including Word, Excel, PowerPoint and Outlook
- Experience with assurance research databases, such as APT

Other Knowledge, Skills & Abilities:
- Solid understanding and proficiency of audit methodology and APT
- Strong leadership and management skills
- Superior written and verbal communications skills
- Advanced knowledge of technical aspects of auditing, as well as GAAP, GAAS, SEC, GAGAS, Single Audit and PCAOB rules and regulations, as applicable
]]> Thu, 30 Sep 2021 00:00:00 PDT 0 <![CDATA[M&A Tax Senior Associate]]> M&A Tax Senior Associate

Job Summary

We believe our Transaction Advisory Services (TAS) practice offers the potential for career advancement in an environment that emphasizes talent retention. Our TAS leadership prioritizes each team memberâs professional and personal development. By choosing us, you are joining not only a high growth profitable practice, but also a culture of helping people thrive every day. You will play a key part in continuing to grow the #1 Most Active M&A Advisor Globally

We are invested in innovation, embedding cutting-edge and sophisticated data analytics tools into our engagement process, which allows our teams to provide our clients with deeper insights to make critical decisions. Our philosophy and holistic approach to servicing our M&A clients are designed to maximize the outcome of their transactions. As a TAS professional you will be a critical component of this effort, collaborating with other practice areas to offer our clients an array of pre- and post-transaction services. We have an important story to tell, one that is unique to us and one that we believe is the most compelling in the public accounting and professional services arena. We couldnât be more excited about sharing our story with you.

The Transaction Advisory Services Tax Senior Associate is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national Transaction Advisory Services Tax strategy. The Mergers and Acquisitions (M&A) Tax group, part of the Transaction Advisory Services (TAS) practice services include deal structuring, due diligence, post-deal integration, tax attribute management, and opinions and ruling requests.

Serves as a member of multiple client engagement teams, participating in due diligence and structuring engagements related to transactions that private equity and strategic corporate entities pursue
- Identifies and analyzes tax risks and opportunities while advising both strategic and private equity buyers and sellers on alternative tax strategies for acquisition, disposition, and restructuring of businesses
- Assists in reviewing and analyzing merger agreements and providing opinion letters
- Reviews, assesses and advises clients regarding the tax computations reflected in their financial models, and assists clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction
- Manages risk and financial performance of engagements including budgeting, billing and collection
- Works closely with and manages colleagues from offices around the world
- Develops and mentors subordinates in order to support career satisfaction and progression
- Other duties as required

Supervisory Responsibilities:
- Supervises staff on projects and engagements

Qualifications

Education:
- Bachelorâs degree required
- J.D., LL.M. in Taxation, and/or Masterâs in Taxation (MST) from an accredited college/university preferred

Experience:
- Two (2) or more years of relevant experience

License/Certifications:
- CPA License and/or J.D. preferred

Software:
- Strong Excel, Word and PowerPoint skills preferred

Other Knowledge, Skills & Abilities:
- Excellent tax research skills, including mastery of Checkpoint, CCH and/or Lexis
- Experience managing multiple client engagements an client service teams
- Excellent verbal and written communication skills
- Ability to articulate complex information when providing crucial negotiation insights, etc.
- Strong self-motivation with the ability to work in a dynamic, time-sensitive environment with varying deliverables and changing requirements
- Must be technically competent across multiple US federal, international and state income tax disciplines
- Fundamental working knowledge of all or essentially all non-income based federal, state and foreign tax regimes, including but not limited to indirect, payroll, property and ad valorem taxes
- Understanding of US GAAP, including the accounting for income tax principles
- Experience with tax controversy and procedure
- Ability and willingness to travel, when necessary
]]> Thu, 23 Sep 2021 00:00:00 PDT 0 <![CDATA[Full Charge Bookkeeper - Outsourced Senior Accountant]]> Full Charge Bookkeeper

We are looking for a motivated and skilled Full Charge Bookkeeper to join our hard-working, fun, and entrepreneurial firm!

The services offered by us have expanded over the years, but one thing has stayed the same; our dedication to providing insightful leadership, extensive industry experience and smooth implementation to our clients. In our role as trusted advisors, we have developed a reputation for handling the complex tax and accounting matters and business challenges that many companies face.

Full Charge Bookkeeper Position Summary:

Maintain books and records on a U.S. GAAP basis, as well as, maintain schedules and analysis for income tax purposes.
Complete record keeping responsibility including bank reconciliations, recording journals and all adjusting entries through general ledger.
Establish key performance indicators (KPIâs) and company goals on a quarterly basis.
Assure financials plans are consistent with organizational goals, as needed.
Establish product profitability standards across all line products.
Establish budgets for each department, based on historic figures and future goals.
Provide financial analysis tools to evaluate company ventures or special projects, programs, capital expenditures when necessary.
Collaborate with the controller on a daily basis.
Produce financial reports on monthly basis, balance sheet and P & L.

Full Charge Bookkeeper Essential Requirements:

8 + plus years of Bookkeeping experience.
QuickBooks certified pro advisor.
QuickBooks Pro Accounting software experience required & Strong Excel skills.
Highly experienced with Payroll, Accounts payable, and Accounts Receivable functions.
Must be able to operate independently and report to management.
Stability in work history (a must).
Handle multiple assignments without difficulty.
Excellent verbal and written communication skills.
AA/AS Degree preferred.

]]> Thu, 09 Sep 2021 00:00:00 PDT 0 <![CDATA[Senior Tax Manager - Tax Director - Remote OK]]> Senior Tax Manager

About the job

Top CPA and Advisory firm is seeking a motivated and enthusiastic professional to join our tax team as a Senior Tax Manager. Operating in a unique, highly collaborative environment and as Senior Tax Manager, you will interact with colleagues at all levels, manage client relationships, present at internal seminars, and support the Tax Partners in practice development

As a Senior Tax Manager, you will be responsible for:

Providing innovative tax planning and reviewing complex Partnership, Corporations, S-Corporations and Individual and Trust income tax returns.
Managing all aspects of client accounts and fostering client relationships.
Identifying and mitigating tax risks.
Conducting internal training courses or seminars on technical tax subjects.
Providing overall leadership, supervision, training, and performance feedback to staff.

Qualifications:

An undergraduate or graduate degree in accounting or law
CPA, MS in Taxation and/or LLM preferred
8+ yearsâ experience working in tax for a public accounting firm or comparable industry experience
Experience with investment partnerships, real estate development, dealer issues, S-Corporations, and individual taxation a plus
Excellent written and verbal communication skills
Working knowledge of CCH Axcess a plus

]]> Thu, 02 Sep 2021 00:00:00 PDT 0 <![CDATA[Tax Manager - Senior Tax Manager - Remote OK]]> Tax Manager

Overview

Looking for an opportunity to make an impact on your clients and the community? To enjoy a positive work culture where you can make a difference? We are committed to your personal and professional growth!

One of the largest accounting, tax, and advisory firms in the Greater Philadelphia area. The firmâs original vision remains a hallmark blending the high-level skills offered by international firms with a highly personalized level of service. We are looking ahead to the next 40 years and want you to be part of our success story.

Building the best team in the marketplace and rendering world-class service to our clients are cornerstones of our success. We know our clients have many choices in service providers, and we work hard every day to justify their choice of our firm.

We have a large and experienced tax department comprised of tax specialists with international firm and Fortune 500 company experience. Our knowledgeable professionals are dedicated to providing sophisticated, yet practical solutions to our clientsâ tax concerns with a view toward reducing their overall tax burden.

Our Tax Strategies practice has been designed to service a broad range of clientele, from emerging small businesses to large multinational public companies, as well as the private individual. This position will fill a key role as the firm responds to the dynamic market opportunities available to its Tax practice.

Responsibilities

Tax Managers are given a wide variety of diversified Tax assignments under the supervision of talented CPAs. You will have the opportunity to work with business owners in a variety of industries and learn directly from leaders in our firm.

Develop and manage a positive working relationship with clients as well as professional staff in our Audit & Accounting, Tax Strategies, Human Capital Resources, and Technology Solutions practices.
Coordinate concurrent tax projects with some of the areaâs leading companies, including addressing significant accounting matters, preparing client deliverables, scheduling other team members, mentoring staff, and helping us implement new processes to ensure that we remain in a leadership position in our market.
Help grow our client base â play a critical role in one of the specialized industry groups, develop a productive personal network, and identify new business opportunities
Perform efficient, accurate, complete and timely review of clientsâ tax returns, as well as planning and research.
Review of tax provisions on audit and review engagements.
Make decisions on all but the most unusual tax situations.

Qualifications

8-10 years of recent tax experience in public accounting. CPA a Must. Demonstrate a working knowledge of Internal Revenue Code & Regulations, proven progression in tax return complexity, scope and research. Some experience representing clients before tax authorities helpful
Strong commitment to excellence, client service and professional growth
The ability to manage multiple tax projects and clients
Ability to develop/train staff and build teams, including assistance with overall firm training.
Possess a positive attitude, good communication skills and willingness to learn
Be a team player and motivated to work in a fast paced environment
Proficiency in the use of computers and computer tax preparation, tax research, and tax planning software programs
A strong ability to understand the “big picture” quickly, identify key issues, and prioritize analysis / output among many competing tasks

]]> Thu, 02 Sep 2021 00:00:00 PDT 0 <![CDATA[Senior Tax Manager - Tax Director - Business Management Firm - Remote OK]]> Senior Tax Manager â Tax Director - Business Management Firm

Job Description

Prominent Business Management/Tax CPA firm specializing in Entertainment is seeking a qualified Tax Manager to join a team of professionals in an atmosphere of collaboration and teamwork.

This position requires strong tax compliance skills and working knowledge of CCHâs Access tax software, tax research skills for complex individual issues as well as business entities.

Also, working knowledge of international tax issues including FBARâs, Forms 5471, Form 5472, 8938, 8858 and GILTI.

Interaction with partners, clients, and staff training, is required.

Great opportunity for a qualified professional for advancement to partner level, at the appropriate time.

We offer a comfortable work environment, flexible work hours, work from home opportunities, good employee benefits and an excellent career path for individuals seeking to advance their career paths in public accounting.
]]> Thu, 02 Sep 2021 00:00:00 PDT 0 <![CDATA[Managing Director - Investment Banking ]]> Investment Banking Managing Director

About the Position

Seeking an exceptional candidate to join the firm as Managing Director to build and grow its services practice.

The candidate will be a strategic thinker and leader who is collaborative and team oriented to implement company vision, mission and long-term goals.

The candidate will have a deep understanding of investment banking and be responsible for deal origination, managing the deal from start to completion. The ideal candidate will have core competence in equity research and financial modeling

Specific Responsibilities Include

Develop and execute business strategies
Focus on deal origination: market to new potential clients, networking events and other forms of outreach
Provide fundamental analysis and investment research in specific sub-segments with an emphasis on original, bottom-up research as well as developing a “top down” approach to evaluation of client potential
Analyze individual companies to oversee building and updating fully integrated financial and valuation models
Write research reports and present findings
Interact with clients, investors and buyers
Respond to client and internal inquiries regarding all ongoing deal management

Skills & Experience Required

Graduate degree (CFA, CPA, MBA)
At least 10 years industry experience or related professional role including business development or other management roles, equity research, management consulting, private equity, market research or investment banking
Strong understanding of corporate finance and measures of performance
Familiarity with corporate law and management best practices
Exceptional verbal and writing skills, including the ability to succinctly and clearly articulate complex information. A personal style conducive to building relationships
Ability to multi-task and thrive in a fast- paced, deadline-driven environment with a proven commitment to turning in consistently high-quality work as a self- starter
Intellectual curiosity and dedication to providing the best products to clients
Growth mindset and teamwork

]]> Tue, 31 Aug 2021 00:00:00 PDT 0 <![CDATA[Vice President, Financial Due Diligence ]]> Vice President, Financial Due Diligence

Responsibilities & Duties:

General management of engagements and client relationships, providing direction and assignment of tasks to colleagues, and communicating with clients throughout the process
Assist team with core financial due diligence
Analyze financial statement information including income statement, balance sheet, cash flow and key operational data
Synthesize and convert data into meaningful information that is used to drive discussions with target management and drive observations and conclusions
Analyze net working capital, debt and debt-like items
Assist in creating reports (including Quality of Earnings reports) and presentations for clients that highlight the key financial, commercial and other findings facing investments and the drivers behind profits and cash flows
Provide guidance to clients as to how to incorporate our reports and other deliverables into the clientâs valuation and sale, purchase agreement, and other negotiating points
Be actively involved in building and maintaining client relationships and other business development opportunities
Design and develop work streams, often involving complex quantitative analysis and detailed financial models at various granularity levels, to drive operational and transactional insights
Perform final quality control of client deliverables and lead the presentation of deliverables
Lead meetings and conference calls in financial and business due diligence to assist with various investment and growth decisions
Perform detailed analyses and synthesize actionable insights from data sets and unstructured information sources
Effectively and efficiently communicate with Senior Vice Presidents, Principals and Managing Directors in status updates of engagements
Begin to participate in developing new client relationships and other business development functions
This position requires 10%-40% travel
Timing is immediate with market compensation

Proactive, motivated, and a self-starter with the ability to maintain a positive attitude while working in a demanding, deadline-driven environment
Dedication to teamwork and constant communication with fellow team members
Strong analytical, critical thinking, and project management skills with attention to detail
Ability to provide solution-based alternatives
Flexibility in the prioritization and completion of tasks
Ability to maintain the highly confidential nature of information pertaining to ongoing or potential transactions
Ability to communicate (i.e. writing, facilitating, and presenting) succinctly and sufficiently to all levels of client and management personnel
Knowledge of technical accounting areas such as US GAAP and SEC or Private Company reporting
An active Certified Public Accountant (CPA) certification or equivalent is preferred

]]> Tue, 24 Aug 2021 00:00:00 PDT 0 <![CDATA[Director, International Tax]]> Director, International Tax

The Role

The Director of International Tax will report to the VP of Global Tax and will work closely with the Tax team and will partner with senior business leaders and executives to influence and provide guidance to the business while maintaining excellent relationships with global service providers and other stakeholders.

Your Impact

Leadership and Strategy
- Work closely with senior management and advisors to develop the companyâs global tax strategy.
Tax Compliance and Management
- Direct work with outside tax, legal and accounting advisors on various domestic and international tax compliance and planning projects ensuring the advisors are held accountable for delivering expected results within expected fee arrangements.
- Assist in implementation of acquisitions and reorganizations.
- Perform tax research and support special projects as needed.

Who You Are

Graduate Tax Degree (MST/MBA) preferred

CPA preferred

What We'll Give You â

Competitive Pay and Bonuses - Weâve created a variety of competitive compensation programs to foster career development, reward success and to show our employees just how much theyâre valued.
Financial Planning and wellbeing - No matter what financial goals our employees have set, we want to help them get there. Our plans provide powerful ways to protect income, pay for expenses and invest in the future.
Time away from work - Sometimes we need time away to be with family, focus on our health or just simply recharge. Our plans support our employeesâ needs to get out, get healthy and come back stronger than ever.
Extras, discounts and perks - Being a valued member of the team means more than just a paycheck. From generous discounts to community-based programs, we offer a variety of cool extras
Growth and Development - The company was built on the idea of pursuing passion. Thatâs why we offer extensive opportunities and support for personal and professional development.
Health and Wellness - Thereâs nothing basic about our comprehensive health and wellness programs and offerings. While at work and at play, we aim to support a healthy lifestyle.

Equal Employment Opportunity

All qualified applicants will receive consideration for employment without discrimination on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other factors prohibited by law.

]]> Tue, 24 Aug 2021 00:00:00 PDT 0 <![CDATA[Tax Principal - International Tax]]> PRINCIPAL, INTERNATIONAL TAX

Job Description

This position will head the International Tax team, necessitating advanced knowledge, technical skills, and the ability to coach and lead staff. This is a Partner Track position with a comprehensive bonus and benefits package, flexible work arrangements, and unlimited potential in an atmosphere of collaboration.

Review federal and multi-state returns and projections for individuals, corporations, partnerships, trusts, and estates; use knowledge of FBAR and foreign reporting forms to ensure compliance
Ensure the proper identification and resolution of complex tax issues through self-directed and firm-sponsored training; communicate findings to colleagues
Lead teams, provide feedback, and mentor individuals in order to ensure excellent work product
Mentor staff in all facets of work, including workflow and project management
Communicate status to partners and maintain positive relationships with client
Ensure utmost client trust in team
Advise client on tax planning and income tax issues; recognize, evaluate, and communicate potential risks in a strategic fashion

Requirements:

Active CPA license required, Masters of Taxation preferred
8+ years recent experience with a CPA firm
Expertise in tax & withholding reporting for international operations and expansions, foreign bank account reporting and FATCA, and inbound/outbound tax planning, including foreign tax credits, cash repatriation, subpart F, and PFICs
Experience with CCH Axcess/Tax a plus

]]> Fri, 23 Jul 2021 00:00:00 PDT 0 <![CDATA[Tax Senior Associate - Wealth Management]]> Tax Analyst - Wealth Management

YOUR IMPACT

Do you have a passion for tax, but want to explore beyond the public accounting environment? We are seeking professionals with an understanding of the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business

HOW YOU WILL FULFILL YOUR POTENTIAL

Prepare/review personal income tax returns (federal, state and local)
• Preparation/review of specialized tax returns (e.g., FBAR, gift, trust, etc.)
• Forecast taxes, incorporating compensation, household income, deductions and legislative changes
• Assist with withholding adjustments and making quarterly estimated tax payments
• Review tax strategies, such as timing of deductions and charitable planning techniques (donor-advised funds)
• Analyze stock vesting implications, including withholding elections and basis tracking
• Evaluate non-resident state filing requirements
• Provide a seamless experience from tax planning to preparation of annual tax filings

QUALIFICATIONS

SKILLS & EXPERIENCE WEâRE LOOKING FOR

Bachelorâs degree in accounting required; advanced degree, CPA or EA designation preferred
• Related experience, public or private tax/accounting
• Creative problem solving, research skills
• Able to manage conflicting priorities, deadline-based tasks and simultaneous projects
• Familiarity with tax software programs
• Proficiency in Microsoft Office including Word, Outlook, and Excel
• Clear communicator with strong interpersonal writing/verbal skills
• Detail-oriented, excellent organizational and analytical skills
• Self-starter, highly motivated to personal growth and development
• Ability to work in a team while maintaining a high level of responsibility and accountability to individual projects and tasks
• Proficient knowledge of investment and hedge fund partnership taxation a plus
• Understanding of FBAR reporting, PFIC reporting, and other foreign jurisdiction reporting a plus

]]> Thu, 22 Jul 2021 00:00:00 PDT 0 <![CDATA[SEC Audit Manager - Regulator]]> SEC Audit Manager / Regulator

Overseeing the audits of public companies and SEC-registered brokers and dealers in order to protect investors and further the public interest in the preparation of informative, accurate, and independent audit reports.

Job Description

As an SEC Audit Manager / Regulator you will have the opportunity to use your skills and experience in auditing to participate in a rigorous program of inspections of registered public accounting firms including:

Inspecting portions of audit workpapers to assess the degree of compliance with the Sarbanes-Oxley Act, the rules of the Board, the Securities and Exchange Commission, and professional standards in connection with the performance of audits, issuance of reports, and related matters involving issuers;
Assessing the firms' quality control structures and the related impact these structures have on audit quality;
Meeting and interviewing firm personnel to (1) understand the firms' quality control structures, (2) understand the audit approach to audit engagements, and (3) further develop and/or identify quality control and/or audit deficiencies;
Gathering and organizing information to support identified inspection issues;
Researching and consulting with others on technical issues;
Communicating findings to firm personnel in meetings and in comment forms; and
Preparing comment forms and assisting with drafting inspection reports.

As an Inspections Specialist, you will also be able to:

Enhance your technical skills through inspection activities and collaboration with highly skilled Inspection teams;
Participate in inspection projects aimed at enhancing the effectiveness of the Inspection program;
Participate in the development and/or facilitation of training courses; and
Participate in the firms recruiting process.

Qualifications

Current CPA (Certified Public Accountant) license required;
Six to fifteen years of progressively responsible experience having attained the Senior Manager or Manager level in the audit of companies traded on the U.S. markets;
Bachelor's degree in Accounting; MBA/Master's degree is a plus;
Strong knowledge of PCAOB standards, generally accepted accounting principles and/or international financial reporting standards;
Strong communication skills, both written and oral;
Ability to work independently and as a member of a team;
Ability to travel 20-30% of time (including some non-U.S. travel); and
Fluency in a foreign language is a plus.

Our Values

As we seek to accomplish our mission and implement our vision, we expect integrity, pursue excellence, operate with effectiveness, embrace collaboration, and demand accountability.

Equal Employment Opportunity

All employees are entitled to equal opportunity and a professional work environment, free of discrimination and harassment. A workplace free of discrimination is fundamental to professional success and to the mission. We will consider for employment all qualified applicants with criminal histories in a manner consistent with applicable law.

]]> Sat, 17 Jul 2021 00:00:00 PDT 0 <![CDATA[SEC Audit Manager - Regulator]]> SEC Audit Manager / Regulator

Overseeing the audits of public companies and SEC-registered brokers and dealers in order to protect investors and further the public interest in the preparation of informative, accurate, and independent audit reports.

Job Description

As an SEC Audit Manager / Regulator you will have the opportunity to use your skills and experience in auditing to participate in a rigorous program of inspections of registered public accounting firms including:

Inspecting portions of audit workpapers to assess the degree of compliance with the Sarbanes-Oxley Act, the rules of the Board, the Securities and Exchange Commission, and professional standards in connection with the performance of audits, issuance of reports, and related matters involving issuers;
Assessing the firms' quality control structures and the related impact these structures have on audit quality;
Meeting and interviewing firm personnel to (1) understand the firms' quality control structures, (2) understand the audit approach to audit engagements, and (3) further develop and/or identify quality control and/or audit deficiencies;
Gathering and organizing information to support identified inspection issues;
Researching and consulting with others on technical issues;
Communicating findings to firm personnel in meetings and in comment forms; and
Preparing comment forms and assisting with drafting inspection reports.

As an Inspections Specialist, you will also be able to:

Enhance your technical skills through inspection activities and collaboration with highly skilled Inspection teams;
Participate in inspection projects aimed at enhancing the effectiveness of the Inspection program;
Participate in the development and/or facilitation of training courses; and
Participate in the firms recruiting process.

Qualifications

Current CPA (Certified Public Accountant) license required;
Six to fifteen years of progressively responsible experience having attained the Senior Manager or Manager level in the audit of companies traded on the U.S. markets;
Bachelor's degree in Accounting; MBA/Master's degree is a plus;
Strong knowledge of PCAOB standards, generally accepted accounting principles and/or international financial reporting standards;
Strong communication skills, both written and oral;
Ability to work independently and as a member of a team;
Ability to travel 20-30% of time (including some non-U.S. travel); and
Fluency in a foreign language is a plus.

Inspecting portions of audit workpapers to assess the degree of compliance with the Sarbanes-Oxley Act, the rules of the Board, the Securities and Exchange Commission, and professional standards in connection with the performance of audits, issuance of reports, and related matters involving issuers;
Assessing the firms' quality control structures and the related impact these structures have on audit quality;
Meeting and interviewing firm personnel to (1) understand the firms' quality control structures, (2) understand the audit approach to audit engagements, and (3) further develop and/or identify quality control and/or audit deficiencies;
Gathering and organizing information to support identified inspection issues;
Researching and consulting with others on technical issues;
Communicating findings to firm personnel in meetings and in comment forms; and
Preparing comment forms and assisting with drafting inspection reports.

As an Inspections Specialist, you will also be able to:

Enhance your technical skills through inspection activities and collaboration with highly skilled Inspection teams;
Participate in inspection projects aimed at enhancing the effectiveness of the Inspection program;
Participate in the development and/or facilitation of training courses; and
Participate in the firms recruiting process.

Qualifications

Current CPA (Certified Public Accountant) license required;
Six to fifteen years of progressively responsible experience having attained the Senior Manager or Manager level in the audit of companies traded on the U.S. markets;
Bachelor's degree in Accounting; MBA/Master's degree is a plus;
Strong knowledge of PCAOB standards, generally accepted accounting principles and/or international financial reporting standards;
Strong communication skills, both written and oral;
Ability to work independently and as a member of a team;
Ability to travel 20-30% of time (including some non-U.S. travel); and
Fluency in a foreign language is a plus.

Inspecting portions of audit workpapers to assess the degree of compliance with the Sarbanes-Oxley Act, the rules of the Board, the Securities and Exchange Commission, and professional standards in connection with the performance of audits, issuance of reports, and related matters involving issuers;
Assessing the firms' quality control structures and the related impact these structures have on audit quality;
Meeting and interviewing firm personnel to (1) understand the firms' quality control structures, (2) understand the audit approach to audit engagements, and (3) further develop and/or identify quality control and/or audit deficiencies;
Gathering and organizing information to support identified inspection issues;
Researching and consulting with others on technical issues;
Communicating findings to firm personnel in meetings and in comment forms; and
Preparing comment forms and assisting with drafting inspection reports.

As an Inspections Specialist, you will also be able to:

Enhance your technical skills through inspection activities and collaboration with highly skilled Inspection teams;
Participate in inspection projects aimed at enhancing the effectiveness of the Inspection program;
Participate in the development and/or facilitation of training courses; and
Participate in the firms recruiting process.

Qualifications

Current CPA (Certified Public Accountant) license required;
Six to fifteen years of progressively responsible experience having attained the Senior Manager or Manager level in the audit of companies traded on the U.S. markets;
Bachelor's degree in Accounting; MBA/Master's degree is a plus;
Strong knowledge of PCAOB standards, generally accepted accounting principles and/or international financial reporting standards;
Strong communication skills, both written and oral;
Ability to work independently and as a member of a team;
Ability to travel 20-30% of time (including some non-U.S. travel); and
Fluency in a foreign language is a plus.

Our Values

As we seek to accomplish our mission and implement our vision, we expect integrity, pursue excellence, operate with effectiveness, embrace collaboration, and demand accountability.

Equal Employment Opportunity

All employees are entitled to equal opportunity and a professional work environment, free of discrimination and harassment. A workplace free of discrimination is fundamental to professional success and to the mission. We will consider for employment all qualified applicants with criminal histories in a manner consistent with applicable law.

]]> Sat, 17 Jul 2021 00:00:00 PDT 0 <![CDATA[Partner - Accounting Advisory ]]> Partners will work closely with âC-levelâ management of Fortune 500, mid-cap and start-up companies. Senior Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing and managing relationships with client management, and business development.

Take ownership of your career:

Gain exposure to a wide range of industries and/or projects.
Make a true business impact with your clients.
Own projects from start to finish.
Experience client interaction and thrive in a client-facing role.
Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm.
Enjoy the flexibility of office/remote/client site work locations (engagement specific).
Create your own path.
Enjoy what you do!

What you might expect:

Interact with clientsâ executive team and auditors, serving as a subject matter expert, leading clients through complex accounting issues and driving conclusions.
Lead client engagement and own client delivery on operational due diligence for complex transactions (i.e. â IPOâs, acquisitions & divestitures, stock offerings and dept raises).
Drive client deliverables of financial and regulatory information in accordance with SEC and regulatory requirements (i.e. â 10Kâs, 10Qâs, S-1 and S-4 filings, audit coordination).
Serve as an expert matter on projects related to new ASC accounting standards (i.e. â ASC 842, ASC 606).
Lead process improvement projects and implementation of changes.
Mentor managers and consultants, acting as a moral and ethical model, fostering engagement team professional growth, and providing constructive and actionable feedback.
Lead firm initiatives and identify areas for improvements.
Play an active role in the firmâs recruiting efforts, client relationship building and business development efforts.

Who you are:

Undergraduate degree in Accounting â CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting.
15+ yearsâ experience in public accounting and/or industry accounting/finance.
Outstanding interpersonal, written and oral communication skills and ability to assimilate easily into teams.
Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting.
Proactive in identifying client needs and effective in building a strong relationship with clients.
Highly organized and focused and demonstrates the ability to set overall engagement expectations and direction.
Effective analytical and critical thinking abilities.
Entrepreneurial nature, self-motivated, ethical and dependable.
High energy with commitment to quality client service, focusing on ensuring positive resolutions to conflicts.
Consistently seeks opportunities to enhance your skills by attending higher-level training, develop firm training materials and enhance overall firm knowledge base.

]]> Sat, 17 Jul 2021 00:00:00 PDT 0 <![CDATA[SEC Audit Manager - Regulator]]> SEC Audit Manager / Regulator

Overseeing the audits of public companies and SEC-registered brokers and dealers in order to protect investors and further the public interest in the preparation of informative, accurate, and independent audit reports.

Job Description

As an SEC Audit Manager / Regulator you will have the opportunity to use your skills and experience in auditing to participate in a rigorous program of inspections of registered public accounting firms including:

Inspecting portions of audit workpapers to assess the degree of compliance with the Sarbanes-Oxley Act, the rules of the Board, the Securities and Exchange Commission, and professional standards in connection with the performance of audits, issuance of reports, and related matters involving issuers;
Assessing the firms' quality control structures and the related impact these structures have on audit quality;
Meeting and interviewing firm personnel to (1) understand the firms' quality control structures, (2) understand the audit approach to audit engagements, and (3) further develop and/or identify quality control and/or audit deficiencies;
Gathering and organizing information to support identified inspection issues;
Researching and consulting with others on technical issues;
Communicating findings to firm personnel in meetings and in comment forms; and
Preparing comment forms and assisting with drafting inspection reports.

As an Inspections Specialist, you will also be able to:

Enhance your technical skills through inspection activities and collaboration with highly skilled Inspection teams;
Participate in inspection projects aimed at enhancing the effectiveness of the Inspection program;
Participate in the development and/or facilitation of training courses; and
Participate in the firms recruiting process.

Qualifications

Current CPA (Certified Public Accountant) license required;
Six to fifteen years of progressively responsible experience having attained the Senior Manager or Manager level in the audit of companies traded on the U.S. markets;
Bachelor's degree in Accounting; MBA/Master's degree is a plus;
Strong knowledge of PCAOB standards, generally accepted accounting principles and/or international financial reporting standards;
Strong communication skills, both written and oral;
Ability to work independently and as a member of a team;
Ability to travel 20-30% of time (including some non-U.S. travel); and
Fluency in a foreign language is a plus.

Inspecting portions of audit workpapers to assess the degree of compliance with the Sarbanes-Oxley Act, the rules of the Board, the Securities and Exchange Commission, and professional standards in connection with the performance of audits, issuance of reports, and related matters involving issuers;
Assessing the firms' quality control structures and the related impact these structures have on audit quality;
Meeting and interviewing firm personnel to (1) understand the firms' quality control structures, (2) understand the audit approach to audit engagements, and (3) further develop and/or identify quality control and/or audit deficiencies;
Gathering and organizing information to support identified inspection issues;
Researching and consulting with others on technical issues;
Communicating findings to firm personnel in meetings and in comment forms; and
Preparing comment forms and assisting with drafting inspection reports.

As an Inspections Specialist, you will also be able to:

Enhance your technical skills through inspection activities and collaboration with highly skilled Inspection teams;
Participate in inspection projects aimed at enhancing the effectiveness of the Inspection program;
Participate in the development and/or facilitation of training courses; and
Participate in the firms recruiting process.

Qualifications

Current CPA (Certified Public Accountant) license required;
Six to fifteen years of progressively responsible experience having attained the Senior Manager or Manager level in the audit of companies traded on the U.S. markets;
Bachelor's degree in Accounting; MBA/Master's degree is a plus;
Strong knowledge of PCAOB standards, generally accepted accounting principles and/or international financial reporting standards;
Strong communication skills, both written and oral;
Ability to work independently and as a member of a team;
Ability to travel 20-30% of time (including some non-U.S. travel); and
Fluency in a foreign language is a plus.

Our Values

As we seek to accomplish our mission and implement our vision, we expect integrity, pursue excellence, operate with effectiveness, embrace collaboration, and demand accountability.

Equal Employment Opportunity

All employees are entitled to equal opportunity and a professional work environment, free of discrimination and harassment. A workplace free of discrimination is fundamental to professional success and to the mission. We will consider for employment all qualified applicants with criminal histories in a manner consistent with applicable law.

]]> Fri, 16 Jul 2021 00:00:00 PDT 0 <![CDATA[M&A Tax Associate]]> M&A Tax Associate

The Transaction Advisory Services Tax Associate is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national Transaction Advisory Services Tax strategy. The Mergers and Acquisitions (M&A) Tax group, part of the Transaction Advisory Services (TAS) practice services include deal structuring, due diligence, post-deal integration, tax attribute management, and opinions and ruling requests.

Qualifications

Bachelor's degree required

J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) from an accredited college/university preferred

CPA License and/or J.D. preferred

Experience:

One (1) - Two (2) years of relevant experience

Software:

Strong Excel, Word and PowerPoint skills preferred

Other Knowledge, Skills & Abilities:

Excellent tax research skills, including mastery of Checkpoint, CCH and/or Lexis

Experience managing multiple client engagements an client service teams

Excellent verbal and written communication skills

Ability to articulate complex information when providing crucial negotiation insights, etc.

Strong self-motivation with the ability to work in a dynamic, time-sensitive environment with varying deliverables and changing requirements

Must be technically competent across multiple US federal, international and state income tax disciplines

Fundamental working knowledge of all or essentially all non-income based federal, state and foreign tax regimes, including but not limited to indirect, payroll, property and ad valorem taxes

Understanding of US GAAP, including the accounting for income tax principles

Experience with tax controversy and procedure

Ability and willingness to travel, when necessary

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview or apply directly on our website at http://jobs.regalexecutivesearch.com/

]]> Fri, 16 Jul 2021 00:00:00 PDT 0 <![CDATA[SEC Audit Manager - Regulator]]> SEC Audit Manager / Regulator

Overseeing the audits of public companies and SEC-registered brokers and dealers in order to protect investors and further the public interest in the preparation of informative, accurate, and independent audit reports.

Job Description

As an SEC Audit Manager / Regulator you will have the opportunity to use your skills and experience in auditing to participate in a rigorous program of inspections of registered public accounting firms including:

Inspecting portions of audit workpapers to assess the degree of compliance with the Sarbanes-Oxley Act, the rules of the Board, the Securities and Exchange Commission, and professional standards in connection with the performance of audits, issuance of reports, and related matters involving issuers;
Assessing the firms' quality control structures and the related impact these structures have on audit quality;
Meeting and interviewing firm personnel to (1) understand the firms' quality control structures, (2) understand the audit approach to audit engagements, and (3) further develop and/or identify quality control and/or audit deficiencies;
Gathering and organizing information to support identified inspection issues;
Researching and consulting with others on technical issues;
Communicating findings to firm personnel in meetings and in comment forms; and
Preparing comment forms and assisting with drafting inspection reports.

As an Inspections Specialist, you will also be able to:

Enhance your technical skills through inspection activities and collaboration with highly skilled Inspection teams;
Participate in inspection projects aimed at enhancing the effectiveness of the Inspection program;
Participate in the development and/or facilitation of training courses; and
Participate in the firms recruiting process.

Qualifications

Current CPA (Certified Public Accountant) license required;
Six to fifteen years of progressively responsible experience having attained the Senior Manager or Manager level in the audit of companies traded on the U.S. markets;
Bachelor's degree in Accounting; MBA/Master's degree is a plus;
Strong knowledge of PCAOB standards, generally accepted accounting principles and/or international financial reporting standards;
Strong communication skills, both written and oral;
Ability to work independently and as a member of a team;
Ability to travel 20-30% of time (including some non-U.S. travel); and
Fluency in a foreign language is a plus.

Our Values

As we seek to accomplish our mission and implement our vision, we expect integrity, pursue excellence, operate with effectiveness, embrace collaboration, and demand accountability.

Equal Employment Opportunity

All employees are entitled to equal opportunity and a professional work environment, free of discrimination and harassment. A workplace free of discrimination is fundamental to professional success and to the mission. We will consider for employment all qualified applicants with criminal histories in a manner consistent with applicable law.

]]> Fri, 16 Jul 2021 00:00:00 PDT 0 <![CDATA[SEC Audit Manager - Regulator]]> SEC Audit Manager / Regulator

Overseeing the audits of public companies and SEC-registered brokers and dealers in order to protect investors and further the public interest in the preparation of informative, accurate, and independent audit reports.

Job Description

As an SEC Audit Manager / Regulator you will have the opportunity to use your skills and experience in auditing to participate in a rigorous program of inspections of registered public accounting firms including:

Inspecting portions of audit workpapers to assess the degree of compliance with the Sarbanes-Oxley Act, the rules of the Board, the Securities and Exchange Commission, and professional standards in connection with the performance of audits, issuance of reports, and related matters involving issuers;
Assessing the firms' quality control structures and the related impact these structures have on audit quality;
Meeting and interviewing firm personnel to (1) understand the firms' quality control structures, (2) understand the audit approach to audit engagements, and (3) further develop and/or identify quality control and/or audit deficiencies;
Gathering and organizing information to support identified inspection issues;
Researching and consulting with others on technical issues;
Communicating findings to firm personnel in meetings and in comment forms; and
Preparing comment forms and assisting with drafting inspection reports.

As an Inspections Specialist, you will also be able to:

Enhance your technical skills through inspection activities and collaboration with highly skilled Inspection teams;
Participate in inspection projects aimed at enhancing the effectiveness of the Inspection program;
Participate in the development and/or facilitation of training courses; and
Participate in the firms recruiting process.

Qualifications

Current CPA (Certified Public Accountant) license required;
Six to fifteen years of progressively responsible experience having attained the Senior Manager or Manager level in the audit of companies traded on the U.S. markets;
Bachelor's degree in Accounting; MBA/Master's degree is a plus;
Strong knowledge of PCAOB standards, generally accepted accounting principles and/or international financial reporting standards;
Strong communication skills, both written and oral;
Ability to work independently and as a member of a team;
Ability to travel 20-30% of time (including some non-U.S. travel); and
Fluency in a foreign language is a plus.

Our Values

As we seek to accomplish our mission and implement our vision, we expect integrity, pursue excellence, operate with effectiveness, embrace collaboration, and demand accountability.

Equal Employment Opportunity

All employees are entitled to equal opportunity and a professional work environment, free of discrimination and harassment. A workplace free of discrimination is fundamental to professional success and to the mission. We will consider for employment all qualified applicants with criminal histories in a manner consistent with applicable law.

]]> Fri, 16 Jul 2021 00:00:00 PDT 0 <![CDATA[SEC Audit Manager - Regulator]]> SEC Audit Manager / Regulator

Overseeing the audits of public companies and SEC-registered brokers and dealers in order to protect investors and further the public interest in the preparation of informative, accurate, and independent audit reports.

Job Description

As an SEC Audit Manager / Regulator you will have the opportunity to use your skills and experience in auditing to participate in a rigorous program of inspections of registered public accounting firms including:

Inspecting portions of audit workpapers to assess the degree of compliance with the Sarbanes-Oxley Act, the rules of the Board, the Securities and Exchange Commission, and professional standards in connection with the performance of audits, issuance of reports, and related matters involving issuers;
Assessing the firms' quality control structures and the related impact these structures have on audit quality;
Meeting and interviewing firm personnel to (1) understand the firms' quality control structures, (2) understand the audit approach to audit engagements, and (3) further develop and/or identify quality control and/or audit deficiencies;
Gathering and organizing information to support identified inspection issues;
Researching and consulting with others on technical issues;
Communicating findings to firm personnel in meetings and in comment forms; and
Preparing comment forms and assisting with drafting inspection reports.

As an Inspections Specialist, you will also be able to:

Enhance your technical skills through inspection activities and collaboration with highly skilled Inspection teams;
Participate in inspection projects aimed at enhancing the effectiveness of the Inspection program;
Participate in the development and/or facilitation of training courses; and
Participate in the firms recruiting process.

Qualifications

Current CPA (Certified Public Accountant) license required;
Six to fifteen years of progressively responsible experience having attained the Senior Manager or Manager level in the audit of companies traded on the U.S. markets;
Bachelor's degree in Accounting; MBA/Master's degree is a plus;
Strong knowledge of PCAOB standards, generally accepted accounting principles and/or international financial reporting standards;
Strong communication skills, both written and oral;
Ability to work independently and as a member of a team;
Ability to travel 20-30% of time (including some non-U.S. travel); and
Fluency in a foreign language is a plus.

Our Values

As we seek to accomplish our mission and implement our vision, we expect integrity, pursue excellence, operate with effectiveness, embrace collaboration, and demand accountability.

Equal Employment Opportunity

All employees are entitled to equal opportunity and a professional work environment, free of discrimination and harassment. A workplace free of discrimination is fundamental to professional success and to the mission. We will consider for employment all qualified applicants with criminal histories in a manner consistent with applicable law.

]]> Fri, 16 Jul 2021 00:00:00 PDT 0 <![CDATA[M&A Tax Senior]]> M&A Tax Senior

The Transaction Advisory Services Tax Senior Associate is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national Transaction Advisory Services Tax strategy. The Mergers and Acquisitions (M&A) Tax group, part of the Transaction Advisory Services (TAS) practice services include deal structuring, due diligence, post-deal integration, tax attribute management, and opinions and ruling requests.

Qualifications

Bachelor's degree required

J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) from an accredited college/university preferred

CPA License and/or J.D. preferred

Experience:

Two (2) or more years of relevant experience

Software:

Strong Excel, Word and PowerPoint skills preferred

Other Knowledge, Skills & Abilities:

Excellent tax research skills, including mastery of Checkpoint, CCH and/or Lexis

Experience managing multiple client engagements an client service teams

Excellent verbal and written communication skills

Ability to articulate complex information when providing crucial negotiation insights, etc.

Strong self-motivation with the ability to work in a dynamic, time-sensitive environment with varying deliverables and changing requirements

Must be technically competent across multiple US federal, international and state income tax disciplines

Fundamental working knowledge of all or essentially all non-income based federal, state and foreign tax regimes, including but not limited to indirect, payroll, property and ad valorem taxes

Understanding of US GAAP, including the accounting for income tax principles

Experience with tax controversy and procedure

Ability and willingness to travel, when necessary

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview or apply directly on our website at http://jobs.regalexecutivesearch.com/

]]> Fri, 16 Jul 2021 00:00:00 PDT 0 <![CDATA[M&A Tax Manager - Senior Manager]]> M&A Tax Manager

The Transaction Advisory Services Tax Manager is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS strategy. Our M&A Tax (TAS) practice services include deal structuring, due diligence, post-deal integration, tax attribute management, and opinions and ruling requests.

Education:

Bachelors degree, J.D., LL.M. in Taxation, and/or Masters in Taxation (MST) from an accredited college/university required

CPA License and/or J.D. preferred

Experience:

Five (5) or more years of relevant experience,

At least one (1) year of TAS specific experience preferred

Software:

Strong Excel, Word and PowerPoint skills preferred

Other Knowledge, Skills & Abilities:

Experience managing multiple client engagements an client service teams

Excellent verbal and written communication skills

Ability to articulate complex information when providing crucial negotiation insights, etc.

Strong self-motivation with the ability to work in a dynamic, time-sensitive environment with varying deliverables and changing requirements

Must be technically competent across multiple US federal, international and state income tax disciplines

Fundamental working knowledge of all or essentially all non-income based federal, state and foreign tax regimes, including but not limited to indirect, payroll, property and ad valorem taxes

Understanding of US GAAP, including the accounting for income tax principles

Experience with tax controversy and procedure

Ability and willingness to travel, when necessary

Bachelorâs degree required in Accounting or other relevant field required

J.D., LL.M. in Taxation, and/or Masterâs in Taxation (MST) from an accredited college/university strongly preferred

Experience

Nine (9) or more years of relevant experience, with no less than five (5) years of TAS relevant experience required

Prior supervisory experience required

License/Certifications

CPA License and/or J.D. preferred

Software

Proficient in Microsoft Office suite required

Other Knowledge, Skills & Abilities

Experience managing multiple client engagements an client service teams

Excellent verbal and written communication skills

Ability to articulate complex information when providing crucial negotiation insights, etc.

Must be technically competent across multiple US federal, international and state income tax disciplines

Fundamental working knowledge of all or essentially all non-income based federal, state and foreign tax regimes, including but not limited to indirect, payroll, property and ad valorem taxes

Understanding of US GAAP, including the accounting for income tax principles

Experience with tax controversy and procedure

Ability and willingness to travel, when necessary

Interacts with clients on a frequent basis (i.e. daily, weekly or monthly), as needed under the scope of each engagement.
Ensures that recurring accounting duties as required in accordance with engagement scope are timely performed. These include but are not limited to posting accounts payable, posting account receivable transactions, paying vendor and expenses due, depositing checks, ensuring all bank transactions are properly recorded, maintaining the general ledger, and preparing payroll for (third party) processing.
Prepares month end reporting packages, within required timelines, under either an accruals (US GAAP or IFRS) or cash basis, as needed.
Analyzes and assesses month end reporting packages and/or client financial data as needed. Identifies negative or favorable trends in (i.e.) gross margins, sales volumes, expenditures and working capital requirements.

Minimum Qualifications:

5 years of accounting experience.
Proven and thorough understanding of double entry accounting. Demonstrated performance of accounting tasks (both processing of transactions and maintenance of accounting records).
Demonstrated ability to communicate (i.e., read, write, speak) with business level fluency in English.
Self starter; proven ability to identify issues and recommend solutions. Ability to work well within a team as well as independently when required.

]]> Tue, 06 Jul 2021 00:00:00 PDT 0 <![CDATA[Senior Tax Associate]]> Senior Tax Associate

Currently, we are looking for a Senior Tax Associate to join the tax department team!

This is a great opportunity for a skilled and career-minded tax professional with at least 3+ years of tax experience.

Qualifications

• 3+ years of Tax Experience
• Certified Public Accountant (CPA); or in the process of obtaining certification.
• Bachelor's Degree in Accounting - required.
• Bilingual (English / Spanish).
• Technical competencies must include advanced skills with Microsoft Office - specifically Word and Excel.
• Experience with accounting software packages, such as: QuickBooks and PeachTree - a plus.
• Experience with ProSystems Tax and Engagement - a plus.

Core Competencies

• Accounting and tax return preparation knowledge and skills
• Ability to learn fast, and work accurately and efficiently
• Ability to multi-task, follow exacting processes and procedures, and take direction positively
• Analytical, critical and deductive reasoning skills - required
• Clear concise, professional and thorough verbal and written communication skills
• Must be able to work independently, and be a team player

Responsibilities

• Preparing and reviewing individual and business (corporate and partnership) returns involving consolidated returns, multi-state, and even international issues.
• Book/Tax Reconciliations
]]> Sat, 26 Jun 2021 00:00:00 PDT 0 <![CDATA[Audit Senior]]> Audit & Assurance Senior

Looking for Assurance Seniors to join our growing and well-established national firm in our Tampa, FL office. The position requires high-energy, experienced audit professional with strong interpersonal and supervisory skills.

Assurance Seniors will be responsible for performing engagement field worked under the engagement Manager while overseeing engagement staff accounts. Responsible for conducting several client engagements simultaneously, while working under the direction of a partner or manager. Oversee staff during audit engagement. Train Interns through Seniors. Meet billable hour and annual CPA requirements.

Responsibilities

Coordinate various phases of engagements, budget time and expenses, monitor actual performance against budget, review work papers for accuracy and completeness, and review financial statements for suitability of presentation and adequacy of disclosures.
Oversee audit planning, field work, and audit reporting; prepare reports, and communicate findings and recommendations to management.
Responsible for the daily supervision and development of assurance staff.
Monitor actual time incurred and analyze actual time versus budgeted time.
Ensure engagement manager and partner is updated timely on all aspects of the engagement.
Take full ownership and responsibility for all aspects of the assurance engagement from planning, to report issuance, to closing the binder.
Perform technical research as required.
Communicate effectively with all levels intern â partner as well as engagement details with clients.
Recognize extended services opportunities.
Cultivate effective relationships with client and staff.
Keep current on professional pronouncements.
Participate on Level Training for junior staff.
Proactively and effectively participate in performance management processes
Practice development (recommended).

Qualifications

MBA/BS/MS in Accounting from an accredited college or university (minimum of 150 college credits.
Must be a CPA or be eligible to sit for the CPA exam.
3+ years of relevant public accounting experience.
Basic technology skills with proficiency in Excel, Word & PowerPoint required.
Must have strong written and verbal communication skills and be able to listen effectively.
Work well under pressure and with a team; able to meet deadlines with accuracy.
Excellent analytical, organization and problem solving abilities are a must.
Ability to work independently and exercise professional judgement while applying specialized proficiencies of a trained accountant.
Team player with desire to be an active participant within the organization.
Flexibility and openness to work on a variety of assignments; able to multi-task.
Ability to learn processes quickly and be able to apply to jobs.
Have a strong desire to maintain customer service approach focused on exceeding expectations in all areas

]]> Wed, 09 Jun 2021 00:00:00 PDT 0 <![CDATA[Tax Staff or Tax Senior]]> Tax Staff or Tax Senior

Business Management firm is looking to add an Experienced Tax Accountant to its team in a small office environment. In this position you will be responsible for performing tax preparation and review, tax research, and tax planning with minimal supervision. You will be working closely with our team of business managers and bookkeepers to deliver high-quality tax services. We will provide you with work direction and technical guidance based on your previous experience.

About Us

Business management firm in Los Angeles that provides a wide range of financial services to closely held businesses and high-net worth clients in the entertainment industry throughout the country and globally.

This is an ideal position for a smart, motivated person who is passionate about delivering strategic value in a collaborative environment. A focused ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role.

Your responsibilities will include:

Demonstrate a well-rounded knowledge of tax laws and return preparation.
Demonstrate competent self-review skills.
Establish a habit of accuracy and promptness in providing a complete work product that is organized to be reviewed by managers and partners.
Proficient at tax research including reference sources available to the firm.
Tax planning for individuals and business entities.
Organization and tracking of multiple projects at any given time.
Client communication for planning and scheduling work.
Develop a sense of scope and exercise good judgment.
Identify opportunities for improved performance in the next engagement.
Updates job knowledge by participating in educational opportunities; reading professional publications and new regulations.
Light administrative duties such as organizing tax files for firmâs permanent records.

Desired Skills and Experience:

Licensed CPA or demonstrated progression to being licensed.
BA in Accounting or equivalent.
Two or more years of tax experience; public accounting preferred.
Knowledge of tax accounting, tax compliance, and all types of tax returns.
Strong communication and interpersonal skills.
Ability to assess problems or unusual situations and create efficient solutions.
Experience and working knowledge of CCH ProSystem fx Tax and Microsoft Excel.

Additional Knowledge and Skills:

Able to prioritize, multi-task, work under pressure and handle interruptions while maintaining flexibility in work assignments.
Ability to perform all the duties of the position efficiently and effectively by oneself.
Good at meeting deadlines and solving problems.
Comfortable with receiving constructive feedback.
Ability to be flexible in response to changing priorities and needs.
Ability to work under pressure in a deadline-oriented environment.
Work well with little direction but know when to ask for help and keep your team informed

]]> Tue, 08 Jun 2021 00:00:00 PDT 0 <![CDATA[TAX SENIOR]]> TAX SENIOR

We are currently seeking experienced Tax Seniors to serve our client base of privately-held companies and non-profit organizations.

Qualified candidates should have the following:

At least 3 years recent experience preparing individual, trust, partnership and corporate tax returns
Proven ability to research complex tax issues and develop quality, practical tax planning
Effective written and oral communication skills
Strong computer skills (solid working knowledge of CCH Prosystem tax and Engagement software a plus

We provide a full complement of traditional benefits to its employees, which include:

Competitive salaries
401(K) Plan
Profit Sharing Plan
3 Weeks Vacation per year
8 paid holidays per year
Medical Insurance
Dental and Vision Insurance
Life Insurance
AD&D insurance
LTD Insurance
40 hours of Continuing Professional Education Per Year

In addition, we offer “non-traditional” benefits to develop our employeesâ skills, knowledge and experience and enhance employee morale and satisfaction:

Busy season “treats” (including chair massages, weekly healthy dinners, catered Saturday lunches, and a steady stock of snacks and munchies)
Social Events (including firm sponsored after-busy-season party, holiday party and an annual firm picnic).
Happy Hours
Business Casual Environment and Friday Jeans Day
In-House and Off-Site Trainings
New Business Incentive Program (compensates any employee of the firm that brings in a new business)
Employee Recruitment Referral Program (bonus paid to any employee of the firm that refers a new hire)
100% reimbursement for Masters in Tax program at Golden Gate University or Cal State East Bay to all CPA licensed full-time professional employees (minimum grade and employment length required)
CPA Exam support, including:
- All employees eligible to take the exam may take up to four total days off to take the CPA exam.
- The Firm will pay 50% of an approved CPA review course for CPA candidates

]]> Tue, 08 Jun 2021 00:00:00 PDT 0 <![CDATA[Director - Digital Finance ( Robotic Process Automation and Data Analytics )]]> Our client is a specialized boutique accounting and consulting services firm is currently searching for a Director to join their growing Robotic Process Automation and Data Analytics delivery team.

Responsibilities

Deliver Robotic Process Automation as Technical Lead - Bot Delivery/Business Technology transformation projects for existing and new clients, especially with respect to the development, testing, and deployment phases of the bot delivery cycle
Manage and lead the delivery of data and analytics solutions addressing data strategy, data management, data transformation, reporting & analytics, and advanced analytics
Review and analyze business functions from all aspects including: people, process, technology and organization
Lead / facilitate working sessions with clients to understand their current state environment and identify opportunities for using technology achieve their desired future state
Six sigma or similar process improvement experience preferred
Communicate complex technical concepts to non-technical individuals
Manage high performing teams comprising 3 - 5 technical professionals
Deep experience with Data Management and Data Governance
Design and implement future state process flows and implementation roadmaps
Support training delivery

Qualifications

Bachelors degree in related field
Minimum 9 years of relevant professional services experience at a National Firm or private industry - service line focus on Data, Analytics & Reporting, Robotic Process Automation and Automation Delivery
Advanced knowledge of data and analytics solution delivery using common tools such as Alteryx, ACL, IDEA, SQL, Python, SAS, Tableau, QlikView, and PowerBI
Hands on knowledge of building RPA solutions in tools such as UiPath, Blue Prism, Automation Anywhere or related tools
Deep knowledge of data, analytics, technology and automation required
Extensive programming experience preferred
Experience building and leading team of functional and technical professionals
Outstanding client service skills with a “can do" positive attitude
Ability to work with tight deadlines in an ever changing environment
SDLC: Agile/Scrum or waterfall. Special focus on Development, Testing, and Deployment of bots.
Excellent verbal and written communication skills to design, translate and write technical documentation accurately
Ability to thrive in a fast paced dynamic environment

]]> Mon, 07 Jun 2021 00:00:00 PDT 0 <![CDATA[Tax Senior - Tax Supervisor - Tax Manager ]]> Tax Senior - Tax Supervisor - Tax Manager

Are you just getting through another hectic busy season and wondering where your career is going?
Are you looking for an opportunity to work with interesting clients with complex and diverse tax and business issues?
Do you want to propel your technical and interpersonal skills to new heights?

Consider a tax Senior, tax supervisor or tax manager at our company. You will have opportunities for meaningful client interaction and engagement management. With education as one of our core values, you will have focused training both from within the firm and without as well as opportunities to work with and learn from our partners. With partner retirements, there is opportunity for advancement. We are looking for the dedicated conscientious person with an outstanding ability to work with staff. We offer competitive compensation and benefits, company funded retirement and a diversified client base.

The qualified tax professional will be a licensed CPA with 4+ years of recent tax experience at a public accounting firm. They will have experience with the preparation and review of individual, corporate, partnership and trustee tax returns. We are currently seeking candidates for our San Francisco and East Bay offices.

Candidates should submit their resume and cover letter

]]> Thu, 03 Jun 2021 00:00:00 PDT 0 <![CDATA[Fund Accountant - Fund Administration Associate]]> ASSOCIATE ACCOUNTANT - (FUND ADMINISTRATION)

JOB DESCRIPTION AND FUNCTIONS

As Associate Accountant, you will be responsible for such duties and responsibilities that are normally associated with your position, which include, but are not limited to the activities enumerated below:

Middle and Back Office Functions:

Gathers all information required (i.e. external statements, i.e., prime broker reports and custodian statements, supporting documents for recurring expenses including legal fees, audit fee, admin fees, tax fees, directorâs fee, etc.);
For Geneva clients, performs pricing of fundsâ investments using prices from external sources;
Uploads daily trade transactions from the prime brokerâs FTP sites or trade blotter including the daily dividends, interest, corporate actions, and cash activities and record them in the companies portfolio accounting;
Prepares daily equity reconciliation for each fund and if required by the engagement, also prepares position and cash reconciliation. Investigates any trade breaks and reconciling items on the reconciliation;
Based on downloaded reports and other calculations, prepares and/or updates the financial reports (trial balance, income statement, balance sheet, statement of changes in capital accounts, investorsâ monthly and YTD allocations, capital letters, summary of expenses, schedule of management fees, etc.);
Ensures that the monthly partnersâ allocation is allocating the correct profit and loss based on the straight capital ratios or commitment ratios, whichever is the case maybe;
Ensures that management fees and performance fees are allocating according to the limited partnership agreements;
Ensures that all expenses are accrued and all income and expense items are recognized in the appropriate tabs in the allocation file;
Ensures that all income and expenses are classified in the right income and expense character for income tax purposes;
Ensures the correctness of the monthly, quarterly and year to date gross and net returns for each limited partners;
Ensures that all working papers are appropriately labeled and with proper notations and/or cell comments;
Prepares the reporting package for next level review;
Prepares all accounting related entries for Geneva clients, ensuring that all transactions have appropriate support;
Monitors client mailboxes/distribution lists and saves all necessary emails and supports on a timely manner;
Prepares ad hoc requests received from client, including but not limited to, distributions, drawdowns, etc.;
Prepares wire entries in the treasury portal for engagements with Cash Control services;
Performs peer review of Investor statements, as needed.

Assists in coordinating annual audits of clientsâ financial statements:

Prepares working papers in a way that ensures that all audit requirements are handy for the auditors;
Prepares year-end schedules for independent auditors including cost roll forward, cash reconciliation, statement of cash flows, and financial highlights and other working papers supporting the balances and disclosures in the financial statements;
Prepares each fundâs financial statements and works closely with the respective fundâs auditors for note disclosures;
Prepares and submits draft financial statements on a timely basis for next level review;
Organizes own work, setting priorities and meeting critical deadlines.

In addition to the above functions, employee may also be expected, from time to time, to assist in other non-operations work, as the need arises, and as determined by the Senior Associate, Associate Director or Director supervising them.

Job Specifications:

? Graduate of Bachelorâs degree in Accountancy;

? Preferably a Certified Public Accountant (CPA) or Chartered Accountant (CA);

? Preferably with at least 1 year of experience in financial accounting or equivalent;

? A team player; must be able to work individually and as part of a team;

? Has a good business understanding of financial concepts and procedures;

? Analytical and very detail-oriented;

? Flexibility to expand work hours as necessary and support business needs.
]]> Tue, 01 Jun 2021 00:00:00 PDT 0 <![CDATA[Senior Fund Accountant - Senior Fund Administration Associate]]> Senior Fund Accountant - Senior Fund Administration Associate

Qualifications:

Graduate of Bachelorâs degree in Accountancy;
Must be a Certified Public Accountant (CPA), Chartered Accountant (CA), Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA);
Must have at least 3 consecutive years of experience as an accounting or finance professional;
Experience in Fund Administration, Asset Management or equivalent is an advantage;
Must have experienced managing staff.

]]> Tue, 01 Jun 2021 00:00:00 PDT 0 <![CDATA[Tax Senior - Chinese Mandarin Speaking]]> Tax Senior - Chinese Mandarin Speaking

Job Description

Seeking a Tax Senior for our Chinese Practice located in our, NJ offices. We seek a self-motivated professional with a genuine desire to embrace this challenging career opportunity to work in a team-oriented environment while taking on a variety of assignments. Qualified individuals will have the opportunity to join our employee friendly corporate culture, which also offers excellent career growth and mobility.

The Tax Senior will be capable of accepting responsibilities for all phases of an engagement, supervising several engagements simultaneously, while providing training to less experienced staff members.

Requirements

Prepare and review tax returns for our China Practice clients
Recognize significant aspects of a client's business and utilize this knowledge to serve the client.
Passionate about public accounting
Able to enjoy challenging career opportunities
Highly motivated and committed to quality
Showing respects to clients and colleagues, and
Ambition to grow together with the firm

Qualifications:

Bachelor/Master of accountancy or Tax
3 to 8 years in relevant tax experience (mostly in public accounting)
CPA preferred
Eligible to work in United States
Fluency in English & Chinese

]]> Sun, 30 May 2021 00:00:00 PDT 0 <![CDATA[Audit Senior - Chinese Mandarin Speaking]]> Audit Senior - Chinese Mandarin Speaking

Seeking an Audit Senior for our Chinese Practice located in our NJ offices. We seek a self-motivated professional with a genuine desire to embrace this challenging career opportunity to work in a team-oriented environment while taking on a variety of assignments. Qualified individuals will have the opportunity to join our employee friendly corporate culture, which also offers excellent career growth and mobility.

The Audit Senior will be capable of accepting responsibilities for all phases of an engagement, supervising several engagements simultaneously, while providing training to less experienced staff members.

Audit Senior Associate â China Practice

Requirements

Possess a thorough understanding of GAAP (as set forth by FASB and/or GASB), other comprehensive bases of accounting, unique or specialized accounting principles and financial statement presentations, generally accepted accounting standards and common audit procedures and techniques.
Recognize significant aspects of a client's business and utilize this knowledge to serve the client.
Review and examine, and analyze accounting records, financial statements, and other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
Passionate about public accounting
Able to enjoy challenging career opportunities
Highly motivated and committed to quality
Showing respects to clients and colleagues, and
Ambition to grow together with the firm

Qualifications:

Bachelor/Master of accountancy
3 to 8 years in relevant audit experience (mostly in public accounting)
CPA preferred
Eligible to work in United States
Fluency in English & Chinese
Ability to travel 2-3 times a year for 2 weeks at a time

]]> Sun, 30 May 2021 00:00:00 PDT 0 <![CDATA[Trust & Estate Tax Manager - Tax Senior Manager - Partner Track]]> Partner Track Trust & Estate Tax Manager â Tax Senior Manager

About Us

Thriving accounting and consulting firm looking for candidates who are interested in taking their careers to the next level. As a growing firm, we offer many opportunities for advancement and a broad range of services, which allow you exposure to and specialization in areas that interest you most.

Our culture promotes a healthy work-life balance, encourages community involvement, embraces challenging projects and enjoys a fun work environment.

About You

We are looking for a self-starter who is passionate about their career and works well both independently and on a team. As a CPA, you are an exceptional communicator and are looking to make a positive impact in the lives of your clients and where you work. You look forward to learning, growing your career, helping develop your peers and working in a firm that is big enough to work with numerous high-net-worth individuals with complex estate-planning needs, but small enough for you to have an impact in the overall success of the firm.

What you bring

10+ years of public accounting experience
Certified Public Accountant license required
At least 6 years of experience with a specialized focus in estates and trusts
A high level of technical tax expertise and leadership skills, experience with tax planning, tax research and reviewing tax returns, and leading an engagement team
New ideas and business solutions that result in new clients or extended services to existing clients
Positive people interactions that allow you to be a liaison for clients and staff throughout the year
The skills to develop and motivate staff and provide them with counseling and career guidance

What you receive

Competitive salary
Bonus and incentive programs
Benefits package that includes medical, dental, vision, 401(k) match, profit sharing, and life insurance
Flexible work schedule
Personalized career development
Broad range of Continuing Education courses to choose from
Business development and marketing participation opportunities
Work-life balance
Opportunity to make an impact in your field, the community and in the firm
A firm that is culturally diverse and where people value excellence and quality
Live in a community where others vacation

If you feel this is the right opportunity for you, email your resume in confidence to: tim@regalexecutivesearch.com
]]> Fri, 28 May 2021 00:00:00 PDT 0 <![CDATA[Tax Partner - Partnership Taxation ]]> Tax Partner - Partnership Taxation

POSITION SUMMARY:

Our client's responsive, partner-led Tax service teams help dynamic companies navigate complexity and grow with insightful, practical tax advice. In addition to tax professionals in our offices across the United States, our National Tax Office provides deep technical knowledge and responsive support in local, state, federal and international tax. Our tax services include: compliance, human capital services, federal tax services, international tax services, state and local tax services, private wealth services, tax reporting and advisory, partnership taxation, not-for-profit tax, and mergers & acquisition tax services.

Essential Duties and Responsibilities:

Ensure continuous improvement and development of tax professionals.
Elevate Company Brand by demonstrating thought leadership and embracing our marketing and sales programs.
Ensure the Tax Practice maintains a high level of quality and follows the firmâs quality control policies.
Identify and capitalize on opportunities to sell services to existing and potential clients.
Drive strategy development and implementation, profitability and growth for the tax practice.
Promote collaboration between service lines and industries to provide high quality client service.
Attract, develop and retain talent for the Tax Practice.
Engage in productive interaction and teaming with office, regional and national leadership.
Use knowledge of the client, competition, market and product or service to expand services to current clients.
Fully support and implement the firmâs performance management process including individual assessment, project evaluation and coaching.
Proactively anticipate and stay informed of information related to their specialty, including regulations, market practices, trends, economic factors and risk
Other duties as assigned

Qualifications:

At least 15 years or more of progressive federal tax consulting/compliance experience in public accounting or a combination of corporate and public accounting experience.
Experience in a medium- to large-sized public, regional, or national accounting firm.
Experience in Partnership returns.
Hands-on, advanced experience using tax technology.
Ability to manage and develop staff in a highly interactive team environment and manage multiple engagements and competing priorities.
Bachelorsâ degree in Accounting, Finance or related field and CPA license required. Masters, JD or LLM in Taxation preferred, along with other related certifications.

]]> Thu, 27 May 2021 00:00:00 PDT 0 <![CDATA[Business Management Supervisor]]> Business Management Supervisor

Responsibilities:

Work directly with clients to manage their business functions and provide them with
effective, efficient solutions
Financial reporting functions including monthly cash flows, contract analysis, and
supervision of all functions relative to cash receipts and disbursements
Prepare client meeting packages regarding financial projections, financial investments,
contracts, insurance analysis, and other matters
Manage employees to ensure they are accomplishing objectives and meeting
productivity standards
Interview and oversee the onboarding and training for new staff
Assist with tax projections and year-end
Recruit and meet with prospective clients

Qualification requirements:

5+ years of business management experience within the entertainment industry and/or with high net worth clients
Exceptional interpersonal and communication abilities with a track record for managing and maintaining strong client relationships
Excellent research and writing skills
CPA certification strongly preferred
Portable book of business highly desirable
Proficient in Excel, Word, DataFaction/AgilLink, and QuickBooks

]]> Thu, 27 May 2021 00:00:00 PDT 0 <![CDATA[Senior Tax Manager - Tax Principal]]> Senior Tax Manager - Tax Principal

Job Description

One of the top 50 CPA firms, per the L.A. Business Journal, seeks a Tax Principal to their staff.

They are a medium-sized, full-service accounting and business management firm on the Westside seeking a motivated, experienced candidate with excellent communication and interpersonal skills for a Tax Principal position. Strong experience in individual, partnership and corporate taxation desired. We provide a competitive compensation package, cutting edge technology and a challenging work environment emphasizing a work / lifestyle balance. A successful candidate will have technical and business development skills that can build and maintain a book of business if theyâre not bringing one with them

Desired Skills & Experience:

CPA with a Bachelorâs Degree, Masters in taxation preferred.
Minimum 10 plus yearsâ experience in tax compliance and planning.
Ability to establish and maintain client relationships.
Effectively manage all aspects of a project from start to finish in a team environment, while also developing staff.
Strong analytical background and ability to perform tax research efficiently.
Experience with CCH's suite of products a plus.
Business management experience a plus.

]]> Wed, 26 May 2021 00:00:00 PDT 0 <![CDATA[Senior Tax Accountant]]> Senior Tax Accountant

Reports to: Supervisors, Managers, Sr. Managers, Directors and Partners

SUMMARY OF RESPONSIBILITIES:

Senior Accountants are responsible for utilizing his or her educational background as well as communication and organizational skills for the preparation of tax returns and research. In this role, the Senior Tax Accountant will apply his or her foundational knowledge to understand potential tax issues, gathering client information when necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual workpapers and working with tax software applications to complete tax returns for review. In this role, a Senior Tax Accountant may be charged with supervising and reviewing the work of Staff and Semi-Senior Tax Accountants. When unusual situations and/or complex tax matters arise, they present the pertinent information to the Supervisor, Manager or Partner for resolution of such matters.

Tax Compliance

Ensures clients comply with all applicable authorities, while at the same time, minimizing their tax and reporting burdens. In addition, ensures, compliance with all Firm policies and procedures.
Responsible to review client documentation, making any necessary book and tax adjustments
Preparation of 1040, 1065, 1120, 1120s, 990 and other tax returns, including 1120F, 5471 & 5472 international compliance forms
Review and prepare footnote disclosures in compliance with 740-10-55
Meets internal deadlines by managing job flow and work schedule to complete assignments, matching client expectations for timely delivery of service
Preparation of clientsâ consolidated trial balances & support using the Firmâs software
Direct contact with client to obtain necessary information needed for the completion of tax returns
Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits
May be required to prepare studies of tax implications and offer clients alternative courses of action
Resolutions of client issues as they arise
Address IRS and State notices in a timely and efficient manner

Research

Identifies when research is needed and applies knowledge of the use of internal/external research tools and clearly and concisely reports and analysis

Supervisory Responsibilities

Supervise Semi-Senior and Staff Accountants
Provide verbal and written performance feedback to Semi-Senior and Staff Accountants
Teach/coach associates to provide on the job learning
Acts as a “Buddy”

WORKING CONDITIONS

Work will be performed in the firmâs office or on client premises. Work on client premises may require the use of the professionalâs personal vehicle
Capable of working in a demanding, deadline driven environment with a focus on details and accuracy to complete tax engagements

PROFESSIONAL DEVELOPMENT

Senior Tax Accountants are expected to develop professionally by:

Actively pursuing the completion of CPA licensing
Participating in continuing professional education
Continue to improve technical knowledge
Keep up with ongoing tax laws changes
Obtain a working knowledge of the firmâs tax research sources in the firmâs online library
Working with firm management on in-house training programs, including CPE and other presentations

QUALIFICATIONS, KNOWLEDGE, SKILLS AND ABILITIES:

Education:

Bachelorâs or Masterâs degree in Accounting, meeting requirements to sit for the CPA exam

Experience:

Three (3) plus years prior work experience
Experience with corporate taxation, consolidations, and partnerships preferred
Prior basic supervisory experience preferred
Prior experience preparing and reviewing of tax provisions preferred

License/Certifications:

CPA preferred or actively pursuing licensure

Software:

Proficiency in Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint), and Adobe Acrobat
Prior experience with tax research databases, such as BNA and RIA, including all tax compliance process software appropriate for this level

Other Knowledge, Skills & Abilities:

Solid verbal and written communication skills
Able to follow instructions as directed by members of the Tax Team
Able to prepare simple to complex tax returns
Takes appropriate actions without being asked
Seeks advise of appropriate superiors regarding issues, problems related to compliance
Possess people development and delegation skills
Possess strong analytical, research and critical thinking skills
Able to work well in a team environment

This job description does not list all the duties of the job. Professionals may be asked to perform other assignments and duties. They will be evaluated, in part, based on the individualâs performance of the tasks listed in this job description.

The firmâs management has the right to revise this job description at any time. The job description is not a contract for employment.

]]> Wed, 26 May 2021 00:00:00 PDT 0 <![CDATA[Accounting Advisory - Consultant]]> Senior Associate level financial consultants work closely with senior management of Fortune 500, mid-cap and start-up companies. Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing and managing relationships with client management, and business development.

Take ownership of your career:

Gain exposure to a wide range of industries and/or projects.
Make a true business impact with your clients.
Own projects from start to finish.
Experience client interaction and thrive in a client-facing role.
Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm.
Enjoy the flexibility of office/remote/client site work locations (engagement specific).
Create your own path.
Enjoy what you do!

What you might expect:

Integration with clientâs senior management to solve complex accounting issues and for preparation of proposed resolutions.
Review of work prepared by Consultants on operational due diligence for complex transactions (i.e. â acquisitions & divestitures, stock offerings and dept raises, IPOâs).
Review of Consultantsâ deliverables of financial and regulatory information in accordance with SEC and regulatory requirements (i.e. â 10Kâs, 10Qâs, S-1 and S-4 filings, audit coordination).
Research & documentation projects related to new ASC accounting standards (i.e. â ASC 842, ASC 606).
Process improvement projects and implementation of changes.
Lead and mentor Consultants, acting as a role model and providing creative solutions that enhance Consultantâs overall experience.
Participate in the firmâs recruiting efforts, client relationship building and business development efforts.

Who you are:

Undergraduate degree in Accounting â CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting.
3 to 6 yearsâ experience in public accounting and/or industry accounting/finance.
Excellent interpersonal, written and oral communication skills, and ability to assimilate easily into teams.
Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting.
Proactive in identifying client needs and effective in building a strong relationship with clients.
Highly organized and focused and demonstrates ability to set overall engagement expectations and direction.
Effective analytical and critical thinking abilities.
Entrepreneurial nature, self-motivated, ethical and dependable.
High energy with commitment to quality client service, focusing on ensuring positive resolutions to conflicts.

]]> Mon, 24 May 2021 00:00:00 PDT 0 <![CDATA[Accounting Advisory - Consultant]]> Senior Associate level financial consultants work closely with senior management of Fortune 500, mid-cap and start-up companies. Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing and managing relationships with client management, and business development.

Take ownership of your career:

Gain exposure to a wide range of industries and/or projects.
Make a true business impact with your clients.
Own projects from start to finish.
Experience client interaction and thrive in a client-facing role.
Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm.
Enjoy the flexibility of office/remote/client site work locations (engagement specific).
Create your own path.
Enjoy what you do!

What you might expect:

Integration with clientâs senior management to solve complex accounting issues and for preparation of proposed resolutions.
Review of work prepared by Consultants on operational due diligence for complex transactions (i.e. â acquisitions & divestitures, stock offerings and dept raises, IPOâs).
Review of Consultantsâ deliverables of financial and regulatory information in accordance with SEC and regulatory requirements (i.e. â 10Kâs, 10Qâs, S-1 and S-4 filings, audit coordination).
Research & documentation projects related to new ASC accounting standards (i.e. â ASC 842, ASC 606).
Process improvement projects and implementation of changes.
Lead and mentor Consultants, acting as a role model and providing creative solutions that enhance Consultantâs overall experience.
Participate in the firmâs recruiting efforts, client relationship building and business development efforts.

Who you are:

Undergraduate degree in Accounting â CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting.
3 to 6 yearsâ experience in public accounting and/or industry accounting/finance.
Excellent interpersonal, written and oral communication skills, and ability to assimilate easily into teams.
Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting.
Proactive in identifying client needs and effective in building a strong relationship with clients.
Highly organized and focused and demonstrates ability to set overall engagement expectations and direction.
Effective analytical and critical thinking abilities.
Entrepreneurial nature, self-motivated, ethical and dependable.
High energy with commitment to quality client service, focusing on ensuring positive resolutions to conflicts.

Gain exposure to a wide range of industries and/or projects.
Make a true business impact with your clients.
Own projects from start to finish.
Experience client interaction and thrive in a client-facing role.
Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm.
Enjoy the flexibility of office/remote/client site work locations (engagement specific).
Create your own path.
Enjoy what you do!

What you might expect:

Integration with clientâs senior management to solve complex accounting issues and for preparation of proposed resolutions.
Review of work prepared by Consultants on operational due diligence for complex transactions (i.e. â acquisitions & divestitures, stock offerings and dept raises, IPOâs).
Review of Consultantsâ deliverables of financial and regulatory information in accordance with SEC and regulatory requirements (i.e. â 10Kâs, 10Qâs, S-1 and S-4 filings, audit coordination).
Research & documentation projects related to new ASC accounting standards (i.e. â ASC 842, ASC 606).
Process improvement projects and implementation of changes.
Lead and mentor Consultants, acting as a role model and providing creative solutions that enhance Consultantâs overall experience.
Participate in the firmâs recruiting efforts, client relationship building and business development efforts.

Who you are:

Undergraduate degree in Accounting â CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting.
3 to 6 yearsâ experience in public accounting and/or industry accounting/finance.
Excellent interpersonal, written and oral communication skills, and ability to assimilate easily into teams.
Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting.
Proactive in identifying client needs and effective in building a strong relationship with clients.
Highly organized and focused and demonstrates ability to set overall engagement expectations and direction.
Effective analytical and critical thinking abilities.
Entrepreneurial nature, self-motivated, ethical and dependable.
High energy with commitment to quality client service, focusing on ensuring positive resolutions to conflicts.

]]> Mon, 24 May 2021 00:00:00 PDT 0 <![CDATA[Senior Tax Accountant]]> Senior Tax Accountant

POSITION SUMMARY

As a Tax Senior, your primary responsibilities will consist of tax consulting and tax return preparation duties, including tax research, tax planning, and the preparation of supporting work papers for various tax returns and tax related projects. You will work with a variety of entities such as corporations, partnerships, estates, trusts, and non-profits. In addition, you will be exposed to a variety of industries including real estate, consumer industrial products, service based companies, and not-for-profits. You will manage staff & review their work for all projects.

RESPONSIBILITIES

Prepare & review tax returns for pass-through entities, C-corporations, trusts, and high-net worth individuals
Assure compliance with federal, state and local tax laws and regulations
Conduct research and planning to resolve client issues according to applicable tax laws and regulations
Basic understanding of U.S. tax laws as it relates to ownership of foreign entities by a U.S. person.
Minimize tax liability through sound and informed application of laws and regulations
Provide assistance during tax audits
Respond to notices from tax authorities
Direct client contact involving income tax matters, transactional consulting, tax research, and compliance.
Ability to anticipate client questions and is prepared to respond with practical solutions than can be implemented
Advise, guide, coach and provide encouragement to team members
Train & manage staff
Assign work to preparers and follow up on their progress
Complete assigned projects in a timely manner and keep supervisors apprised of job status

SKILL REQUIREMENTS

Outstanding organization and project management skills
Ability to work independently and coordinating priorities with the help of more senior members of the team
Team player and can collaborate with other individuals in the organization
Highly motivated and takes initiative for professional growth and development
Excellent analytical and problem-solving skills
Proficient in Microsoft Office (Word, Power Point, especially Excel)
QuickBooks and ProSystems experience is a plus
High level of interpersonal skills with demonstrated poise, tact, and diplomacy
Excellent communication skills, written and verbal, with the ability to clearly communicate issues to all levels of management
Positive attitude and excitement to learn
Ability to travel to client locations, which may include occasional overnight stays
Ability to work overtime, as needed

QUALIFICATIONS

2-5 years of prior experience in public accounting
Must be legally authorized to work in the United States on a full-time basis upon hire

]]> Mon, 17 May 2021 00:00:00 PDT 0 <![CDATA[FUND DIRECTOR (FUND ADMINISTRATION)]]> FUND DIRECTOR (FUND ADMINISTRATION)

JOB DESCRIPTION AND FUNCTIONS

As Associate Director/Director, you will be responsible for such duties and responsibilities that are normally associated with your position, which include, but are not limited to the following:

Client Management Reporting

Facilitates client coordination and audit communication during US hours of the monthly, quarterly and year-end financial reporting activities for various hedge funds, fund of funds, venture capital and private equity fund clients;
Acts as the point person for clientâs limited partners and shareholders requesting assistance on capital account information, subscription and redemption procedures, audit confirmations, in coordination with the clientâs investor relations personnel;
Directly communicates with clientâs investment managers and prime brokers and handles requests from them;
Manages clientâs expectations and ensures timeliness and quality of deliverables; and
Meets with clients, typically at our San Francisco, New York or Los Angeles offices or at client office locations, during onboarding or regularly during the year to discuss client strategic plans and provide two-way feedback.

Middle and Back Office Support for Clients

Reviews the analysis and reconciliation of transactions related to the investment portfolio, dividends and interest, corporate actions, investor capital activity, and monthly financial Net Asset Value (NAV) calculations prepared by senior associates to calculate monthly Net Asset Values of the fund clients;
Acts as a project manager on client integrations and new hedge fund launches, and reviews initial set-up of funds on all accounting and client management systems such as Advent Geneva;
Ensures that daily and/or monthly financial packages for delivery to clients are thoroughly reviewed, including monthly income statements and balance sheets, capital statements, financial and ownership ratios of investors, etc.;
Analyzes and resolves various accounting and reporting issues identified during daily and month-end processes;
Meets with engagement team members on a weekly basis to discuss the status of all the accounts, the game plan for the week to meet any deadlines, and resolve any issues or questions raised by engagement teams;
Reviews monthly billings for the clients assigned and ensures that all completed jobs are properly billed;
Identifies any out-of-scope work from the regular engagements and ensures proper billing;
Directly coordinate Cash Management and Anti-Money Laundering (AML) procedures with Investor Relations.
Reviews drafts of client financial statements and coordinates the year-end audit process with the auditors on behalf of the clients; and
Coordinates with tax personnel for funds or clients that are also being handled by the tax group in terms of completeness of book allocation files and supporting documentations.

Firm Management Responsibilities

Managing Director Support

Assists the Firmâs managing directors in the San Francisco, New York and Los Angeles offices in developing solutions to streamline the client reporting process;
Meets with the respective client servicing managing directors and discusses timeline, issues and concerns relating to client accounts;
Ensures timely delivery of reports and other deliverables to client servicing managing directors for final review and prior to distribution to clients;
Closely monitors the status of client deliverables and ensures that clients are timely billed and when billed, that the billings are timely collected; and
Assist in the Firmâs business development efforts by tracking the status of potential clients on a daily basis and meets with existing clients for potential additional services and/or new potential clients.

People Management

Works with Human Resources to recruit, interview, and hire qualified candidates for all offices;
Plans global staffing requirements vis-à-vis number of clients and allocates resources to teams in different offices;
Prepares staff work schedules for each fund assignments, schedules need for overtime work, and ensures that staff members are being utilized according to their capacity and areas of expertise;
Reviews timesheets of the staff ensuring that all hours are in line with the budgeted hours and the staffâs output;
Develops staff thru regular coaching and provides timely performance evaluations, communicates job expectations, and monitors staffâs performance progression;
Manages team conflicts, staff attendance, and behavioral issues and comes up with appropriate disciplinary actions, if need be; and
Attends to seminars, onsite-trainings, and webcasts on technical or accounting updates conducted by the AICPA and industry organizations. Learnings from such activities are in turn, passed on to the teams in different offices by conducting quarterly or annual trainings on technical or accounting updates.
Coordinates and manages process and technology team projects and initiatives;
Coordinates and helps resolve Software (Geneva, etc.) related issues outside the scope of IT team;
Identifies and coordinates training needs of the team for accounting softwares used;
Performs administrative duties in maintaining Geneva software such as account requests, portfolio management etc.;
Coordinates and identifies possible process improvement initiatives.
As Associate Director/Director, you are also expected, from time to time, to assist in other non-operations work, as the need arises, and as determined by the Managing Directors.

Job Specifications:

Graduate of Bachelorâs degree in Accountancy, Finance or equivalent;
Must be a Certified Public Accountant (CPA), Chartered Accountant (CA), Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA);
With 8 to 10 years of experience in Fund Admin Accounting, compliance, US taxation, and other business-related activity; 5 to 7 years of which as Manager or Senior Manager;
Strong financial reporting, regulatory compliance, and tax skills;
Ability to develop business relationships, both within and outside of the Company;
Excellent interpersonal, communication, and organization skills;
Computer proficient, with advanced MS Excel skills.

]]> Wed, 12 May 2021 00:00:00 PDT 0 <![CDATA[FUND DIRECTOR (FUND ADMINISTRATION)]]> FUND DIRECTOR (FUND ADMINISTRATION)

JOB DESCRIPTION AND FUNCTIONS

As Associate Director/Director, you will be responsible for such duties and responsibilities that are normally associated with your position, which include, but are not limited to the following:

Client Management Reporting

Facilitates client coordination and audit communication during US hours of the monthly, quarterly and year-end financial reporting activities for various hedge funds, fund of funds, venture capital and private equity fund clients;
Acts as the point person for clientâs limited partners and shareholders requesting assistance on capital account information, subscription and redemption procedures, audit confirmations, in coordination with the clientâs investor relations personnel;
Directly communicates with clientâs investment managers and prime brokers and handles requests from them;
Manages clientâs expectations and ensures timeliness and quality of deliverables; and
Meets with clients, typically at our San Francisco, New York or Los Angeles offices or at client office locations, during onboarding or regularly during the year to discuss client strategic plans and provide two-way feedback.

Middle and Back Office Support for Clients

Reviews the analysis and reconciliation of transactions related to the investment portfolio, dividends and interest, corporate actions, investor capital activity, and monthly financial Net Asset Value (NAV) calculations prepared by senior associates to calculate monthly Net Asset Values of the fund clients;
Acts as a project manager on client integrations and new hedge fund launches, and reviews initial set-up of funds on all accounting and client management systems such as Advent Geneva;
Ensures that daily and/or monthly financial packages for delivery to clients are thoroughly reviewed, including monthly income statements and balance sheets, capital statements, financial and ownership ratios of investors, etc.;
Analyzes and resolves various accounting and reporting issues identified during daily and month-end processes;
Meets with engagement team members on a weekly basis to discuss the status of all the accounts, the game plan for the week to meet any deadlines, and resolve any issues or questions raised by engagement teams;
Reviews monthly billings for the clients assigned and ensures that all completed jobs are properly billed;
Identifies any out-of-scope work from the regular engagements and ensures proper billing;
Directly coordinate Cash Management and Anti-Money Laundering (AML) procedures with Investor Relations.
Reviews drafts of client financial statements and coordinates the year-end audit process with the auditors on behalf of the clients; and
Coordinates with tax personnel for funds or clients that are also being handled by the tax group in terms of completeness of book allocation files and supporting documentations.

Firm Management Responsibilities

Managing Director Support

Assists the Firmâs managing directors in the San Francisco, New York and Los Angeles offices in developing solutions to streamline the client reporting process;
Meets with the respective client servicing managing directors and discusses timeline, issues and concerns relating to client accounts;
Ensures timely delivery of reports and other deliverables to client servicing managing directors for final review and prior to distribution to clients;
Closely monitors the status of client deliverables and ensures that clients are timely billed and when billed, that the billings are timely collected; and
Assist in the Firmâs business development efforts by tracking the status of potential clients on a daily basis and meets with existing clients for potential additional services and/or new potential clients.

People Management

Works with Human Resources to recruit, interview, and hire qualified candidates for all offices;
Plans global staffing requirements vis-à-vis number of clients and allocates resources to teams in different offices;
Prepares staff work schedules for each fund assignments, schedules need for overtime work, and ensures that staff members are being utilized according to their capacity and areas of expertise;
Reviews timesheets of the staff ensuring that all hours are in line with the budgeted hours and the staffâs output;
Develops staff thru regular coaching and provides timely performance evaluations, communicates job expectations, and monitors staffâs performance progression;
Manages team conflicts, staff attendance, and behavioral issues and comes up with appropriate disciplinary actions, if need be; and
Attends to seminars, onsite-trainings, and webcasts on technical or accounting updates conducted by the AICPA and industry organizations. Learnings from such activities are in turn, passed on to the teams in different offices by conducting quarterly or annual trainings on technical or accounting updates.
Coordinates and manages process and technology team projects and initiatives;
Coordinates and helps resolve Software (Geneva, etc.) related issues outside the scope of IT team;
Identifies and coordinates training needs of the team for accounting softwares used;
Performs administrative duties in maintaining Geneva software such as account requests, portfolio management etc.;
Coordinates and identifies possible process improvement initiatives.
As Associate Director/Director, you are also expected, from time to time, to assist in other non-operations work, as the need arises, and as determined by the Managing Directors.

Job Specifications:

Graduate of Bachelorâs degree in Accountancy, Finance or equivalent;
Must be a Certified Public Accountant (CPA), Chartered Accountant (CA), Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA);
With 8 to 10 years of experience in Fund Admin Accounting, compliance, US taxation, and other business-related activity; 5 to 7 years of which as Manager or Senior Manager;
Strong financial reporting, regulatory compliance, and tax skills;
Ability to develop business relationships, both within and outside of the Company;
Excellent interpersonal, communication, and organization skills;
Computer proficient, with advanced MS Excel skills.

Facilitates client coordination and audit communication during US hours of the monthly, quarterly and year-end financial reporting activities for various hedge funds, fund of funds, venture capital and private equity fund clients;
Acts as the point person for clientâs limited partners and shareholders requesting assistance on capital account information, subscription and redemption procedures, audit confirmations, in coordination with the clientâs investor relations personnel;
Directly communicates with clientâs investment managers and prime brokers and handles requests from them;
Manages clientâs expectations and ensures timeliness and quality of deliverables; and
Meets with clients, typically at our San Francisco, New York or Los Angeles offices or at client office locations, during onboarding or regularly during the year to discuss client strategic plans and provide two-way feedback.

Middle and Back Office Support for Clients

Reviews the analysis and reconciliation of transactions related to the investment portfolio, dividends and interest, corporate actions, investor capital activity, and monthly financial Net Asset Value (NAV) calculations prepared by senior associates to calculate monthly Net Asset Values of the fund clients;
Acts as a project manager on client integrations and new hedge fund launches, and reviews initial set-up of funds on all accounting and client management systems such as Advent Geneva;
Ensures that daily and/or monthly financial packages for delivery to clients are thoroughly reviewed, including monthly income statements and balance sheets, capital statements, financial and ownership ratios of investors, etc.;
Analyzes and resolves various accounting and reporting issues identified during daily and month-end processes;
Meets with engagement team members on a weekly basis to discuss the status of all the accounts, the game plan for the week to meet any deadlines, and resolve any issues or questions raised by engagement teams;
Reviews monthly billings for the clients assigned and ensures that all completed jobs are properly billed;
Identifies any out-of-scope work from the regular engagements and ensures proper billing;
Directly coordinate Cash Management and Anti-Money Laundering (AML) procedures with Investor Relations.
Reviews drafts of client financial statements and coordinates the year-end audit process with the auditors on behalf of the clients; and
Coordinates with tax personnel for funds or clients that are also being handled by the tax group in terms of completeness of book allocation files and supporting documentations.

Firm Management Responsibilities

Managing Director Support

Assists the Firmâs managing directors in the San Francisco, New York and Los Angeles offices in developing solutions to streamline the client reporting process;
Meets with the respective client servicing managing directors and discusses timeline, issues and concerns relating to client accounts;
Ensures timely delivery of reports and other deliverables to client servicing managing directors for final review and prior to distribution to clients;
Closely monitors the status of client deliverables and ensures that clients are timely billed and when billed, that the billings are timely collected; and
Assist in the Firmâs business development efforts by tracking the status of potential clients on a daily basis and meets with existing clients for potential additional services and/or new potential clients.

People Management

Works with Human Resources to recruit, interview, and hire qualified candidates for all offices;
Plans global staffing requirements vis-à-vis number of clients and allocates resources to teams in different offices;
Prepares staff work schedules for each fund assignments, schedules need for overtime work, and ensures that staff members are being utilized according to their capacity and areas of expertise;
Reviews timesheets of the staff ensuring that all hours are in line with the budgeted hours and the staffâs output;
Develops staff thru regular coaching and provides timely performance evaluations, communicates job expectations, and monitors staffâs performance progression;
Manages team conflicts, staff attendance, and behavioral issues and comes up with appropriate disciplinary actions, if need be; and
Attends to seminars, onsite-trainings, and webcasts on technical or accounting updates conducted by the AICPA and industry organizations. Learnings from such activities are in turn, passed on to the teams in different offices by conducting quarterly or annual trainings on technical or accounting updates.
Coordinates and manages process and technology team projects and initiatives;
Coordinates and helps resolve Software (Geneva, etc.) related issues outside the scope of IT team;
Identifies and coordinates training needs of the team for accounting softwares used;
Performs administrative duties in maintaining Geneva software such as account requests, portfolio management etc.;
Coordinates and identifies possible process improvement initiatives.
As Associate Director/Director, you are also expected, from time to time, to assist in other non-operations work, as the need arises, and as determined by the Managing Directors.

Job Specifications:

Graduate of Bachelorâs degree in Accountancy, Finance or equivalent;
Must be a Certified Public Accountant (CPA), Chartered Accountant (CA), Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA);
With 8 to 10 years of experience in Fund Admin Accounting, compliance, US taxation, and other business-related activity; 5 to 7 years of which as Manager or Senior Manager;
Strong financial reporting, regulatory compliance, and tax skills;
Ability to develop business relationships, both within and outside of the Company;
Excellent interpersonal, communication, and organization skills;
Computer proficient, with advanced MS Excel skills.

]]> Wed, 12 May 2021 00:00:00 PDT 0 <![CDATA[Senior Associate - Risk Advisory/ Internal Audit ]]> Our client is the premier technical advisory services firm in California that works with the top local talent on the most comprehensive and intriguing projects for discerning clients ranging from start-ups to closely held mid-market companies to large multi-national Fortune 1000 firms.

We are currently searching for a Senior Associate to join our client's Risk Advisory/Internal Audit group.

Responsibilities

Partner with high energy, high performing project teams to work on SOX projects
Create process narratives, identifying key controls, and conclude on design and operating effectiveness of key controls
Demonstrate clear and concise writing, and verbal skills to communicate complex issues in simple terms to clients and team members
Produce quality deliverables evidenced through minimal review time and review notes
Active improving technical and project management skills through on the job feedback, performance evaluations, mentoring and firm-sponsored formal training programs including monthly CPE and Subject Matter Expert (SME) training
Respond to client needs, acting as a primary contact with clients
Balance competing priorities with minimal client disruptions, while maintaining project progress

Requirements

Bachelors degree from an accredited university in Accounting, Economics, Business Management, Finance or related
Minimum 3 years of experience in financial services at public accounting firm or professional services firm with emphasis on risk and compliance consulting related to SOX
CPA required or ability to achieve CPA certification within 12 months
Exceptional people, project and client management skills gained by working in multiple, professional environments
Ability to communicate effectively, clearly and concisely â also able to assess situations and ensure responses are well suited to various business situations
Experience translating complicated issues into simple and easy to understand terms to guide clients and provide information
Ability to adapt to unexpected changes in timelines, deadlines and scope of work

]]> Tue, 11 May 2021 00:00:00 PDT 0 <![CDATA[Senior Associate - Risk Advisory/ Internal Audit ]]> Our client is the premier technical advisory services firm in California that works with the top local talent on the most comprehensive and intriguing projects for discerning clients ranging from start-ups to closely held mid-market companies to large multi-national Fortune 1000 firms.

We are currently searching for a Senior Associate to join our client's Risk Advisory/Internal Audit group.

Responsibilities

Partner with high energy, high performing project teams to work on SOX projects
Create process narratives, identifying key controls, and conclude on design and operating effectiveness of key controls
Demonstrate clear and concise writing, and verbal skills to communicate complex issues in simple terms to clients and team members
Produce quality deliverables evidenced through minimal review time and review notes
Active improving technical and project management skills through on the job feedback, performance evaluations, mentoring and firm-sponsored formal training programs including monthly CPE and Subject Matter Expert (SME) training
Respond to client needs, acting as a primary contact with clients
Balance competing priorities with minimal client disruptions, while maintaining project progress

Requirements

Bachelors degree from an accredited university in Accounting, Economics, Business Management, Finance or related
Minimum 3 years of experience in financial services at public accounting firm or professional services firm with emphasis on risk and compliance consulting related to SOX
CPA required or ability to achieve CPA certification within 12 months
Exceptional people, project and client management skills gained by working in multiple, professional environments
Ability to communicate effectively, clearly and concisely â also able to assess situations and ensure responses are well suited to various business situations
Experience translating complicated issues into simple and easy to understand terms to guide clients and provide information
Ability to adapt to unexpected changes in timelines, deadlines and scope of work

Partner with high energy, high performing project teams to work on SOX projects
Create process narratives, identifying key controls, and conclude on design and operating effectiveness of key controls
Demonstrate clear and concise writing, and verbal skills to communicate complex issues in simple terms to clients and team members
Produce quality deliverables evidenced through minimal review time and review notes
Active improving technical and project management skills through on the job feedback, performance evaluations, mentoring and firm-sponsored formal training programs including monthly CPE and Subject Matter Expert (SME) training
Respond to client needs, acting as a primary contact with clients
Balance competing priorities with minimal client disruptions, while maintaining project progress

Requirements

Bachelors degree from an accredited university in Accounting, Economics, Business Management, Finance or related
Minimum 3 years of experience in financial services at public accounting firm or professional services firm with emphasis on risk and compliance consulting related to SOX
CPA required or ability to achieve CPA certification within 12 months
Exceptional people, project and client management skills gained by working in multiple, professional environments
Ability to communicate effectively, clearly and concisely â also able to assess situations and ensure responses are well suited to various business situations
Experience translating complicated issues into simple and easy to understand terms to guide clients and provide information
Ability to adapt to unexpected changes in timelines, deadlines and scope of work

]]> Tue, 11 May 2021 00:00:00 PDT 0 <![CDATA[Tax Accountant]]> TAX ACCOUNTANT

Job Description

We are looking for a Tax Accountant to join our team, a well-established CPA FIRM in Brentwood. Great opportunity to work in a full service public accounting firm with over 28 years experience in providing accounting and tax preparation services.

DUTIES & RESPONSIBILITIES:

Tax Preparation and Review of Individual, Partnership, Corporate, Non-profit and Trust Tax Returns.
Periodic tax research.
Tax planning and projections.

REQUIREMENTS:

Strong tax preparation experience (minimum of 5 years in a general public accounting/CPA Firm).
CPA License is a plus.

SKILLS & ABILITIES:

Fundamental knowledge of tax principles.
Strong technical tax preparation skills (LACERTE software).
Detail and deadline driven.
Self-starter and self-motivated individual with exceptional work ethic.
Strong analytical and problem-solving skills.
Strong verbal and written communication skills.
Ability to work with staff members of diverse accounting background.
Ability to interact with clients in a professional manner.
Excellent computer skills.

]]> Mon, 10 May 2021 00:00:00 PDT 0 <![CDATA[Tax Senior Accountant]]> SENIOR TAX ACCOUNTANT

We are looking for a Senior Tax Accountant to join our team, a well-established CPA FIRM in Brentwood (Los Angeles, CA). Great opportunity to work in a full-service public accounting firm with over 30 yearsâ experience in providing accounting and tax preparation services.

Responsibilities:

Preparation and Review of Individual, Partnership, Corporate, Non-profit and Trust Tax Returns
Periodic tax research
Tax audit representation
Tax planning and projections

Requirements:

Strong current tax preparation experience (minimum of 4 years in a general public accounting/CPA Firm)

Preferences:

Masterâs in Business Taxation - preferred but not required
CPA License - preferred but not required

Qualifications:

Fundamental knowledge of tax principles
Strong technical tax preparation skills (LACERTE software)
Detail and deadline driven
Self-starter and self-motivated individual with exceptional work ethic
Strong analytical and problem-solving skills
Strong verbal and written communication skills
Experience with Tax Audit is a plus
Ability to work with staff members of diverse accounting background
Ability to interact with clients in a professional manner
Excellent computer skills

]]> Mon, 10 May 2021 00:00:00 PDT 0 <![CDATA[VP Investment Accounting - Real Estate]]> VP Investment Accounting - Real Estate

Team Overview We are looking to add a senior controller to our growing Alternative Operations team in New York which oversees the accounting, reporting and administration for various closed-end and hybrid alternative investment products. The team interacts with 3rd party service providers and internal groups such as portfolio management, operations, legal and compliance and product tax to ensure the fundsâ financial activities are properly recorded. This particular role will have a major focus on the integration of our U.S. Real Estate business (both debt and equity) into a strong and consistent operating model within Alternative Business Operations. Role Responsibilities

Oversee external administration, accounting and financial reporting for assigned group of funds;
Review NAV accounting packages prepared by the external administrators for accuracy and completeness as part of the periodic NAV close process for the funds;
Ensure periodic fund NAV, investor reporting, regulatory reporting, and financial reporting deliverable deadlines are met;
Consistently perform risk assessments and proactively drive improvements in internal control environment and procedures both internally and at 3rd party service provider;
Review investor allocations, as well as management fee and distribution/waterfall calculations for funds;
Provide oversight of year-end audits performed by independent accountants in conjunction with external administrator involvement;
Research, interpret, document and implement new accounting releases that affect the funds;
Assist with review and approval of fund operating expenses;
Assist with data aggregation and calculations for regulatory filings;
Work with external administrator, internal team members and other BlackRock groups to resolve fund accounting and other operational issues, as identified;
Perform periodic internal reporting to other BlackRock groups (e.g. fund metrics, AUM, fee revenue, investor data);
Lead and participate in group projects and initiatives;
Respond to ad hoc requests from outside investors and other BlackRock groups.

Experience

9+ years of investment / fund accounting /public accounting (audit) work experience or equivalent, including review experience for at least a portion of that time.
Strong leadership and management skills and ability to collaborate across many teams
Dynamic individual with very strong communication skills, both written (presentations/policies/process documents) and verbal.
Positive attitude with very strong problem solving skills
Great Multi-tasking skills, great project management skills and deadline focused
Minimum education requirement: Bachelor Degree in Accounting
Minimum experience requirement: 10 years accounting experience (public accounting experience is a plus).
Knowledge of technical and regulatory issues affecting the alternatives investment fund industry, including knowledge of investment company accounting/reporting, US GAAP and IFRS. (Real Estate/Infrastructure/Private Equity/Valuation experience a plus.)
CPA candidate preferred but not required
Standout colleague with excellent interpersonal skills including ability to collaborate with a broad network of colleagues to help resolve issues
Excellent verbal and written communication skills - ability to interact and clearly communicate complex concepts to a wide variety of partners
Fluency in Microsoft Office (Excel, Outlook, Word, PowerPoint)
Bi-lingual in Spanish/English strongly desired

]]> Wed, 05 May 2021 00:00:00 PDT 0 <![CDATA[ M&A Investment Banking Analyst / Associate]]> M&A Investment Banking Analyst / Associate

About the job

We are dedicated to exceeding expectations in all we do. Both our client service and culture are second to none, stemming from our firmwide embrace of our core values

We work tenaciously to create exceptional results for our clients. We have grown significantly over the past several years and expect continued growth. As such, this is a great opportunity for a highly motivated individual. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team.

The M&A Investment Banking Analyst will be responsible for leading the analytical work in support of transaction execution and new business development, as well as assisting senior bankers in the development and delivery of value-added investment banking products and services to clients and prospects.

This position should expect a great deal of client exposure and this role will require demonstrated skill sets in the fundamentals of valuation, business strategy and client communication. Due to the entrepreneurial spirit of the firm, analysts are encouraged to take on as much responsibility as they can successfully handle. In addition, given the firmâs belief in staffing deals with smaller teams, this role will have daily contact with senior bankers and client executives. This position reports directly to the Managing Director, Investment Banking.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Preparing financial, business and market analyses including the preparation of management presentations, CIMs, three statement financial models, and all required due diligence information/financial analysis and modeling of other opportunities
Providing analytical support for financing transactions
Maintaining deal flow tracking and management system
Product and market diligence, forecasting and sensitivity analysis
Financial, business and scientific diligence from both secondary and primary sources
Supporting the senior banking team with ad hoc industry and sector analysis and screens
Information aggregation, synthesis and dissemination to team
Assisting in the development and production of proposals, presentations for clients and prospects
Ability to demonstrate deep understanding of financial statements and analysis
Ability to function at a high level as part of a small team and with intermittent direction
Ability to communicate effectively verbally and in writing and exude professionalism as a representative of our firm
Strong organizational skills, attention to detail; candidates will be internally motivated and solutions oriented
Strong project management skills and attention to detail

KEY QUALIFICATIONS & REQUIREMENTS

BA/BS degree in Finance, Business, or Economics (or a related discipline) is preferred
Minimum one (1) year investment banking, private equity, venture capital, or corporate finance experience preferred
Strong analytical and quantitative skills and experience preferred
Effective communication, presentation and writing skills
Proficient in Microsoft Office applications (i.e. Excel, Word, PowerPoint)
Ability to work comfortably with incomplete information and deal with ambiguity in a fast-paced environment
Ability to work within a team, take the initiative and show strong attention to detail is critical
Possess a positive, team-oriented attitude with a commitment to excellence and integrity
Self-driven individual with high level of motivation

COMPENSATION

We offer competitive compensation with salary and bonus. We also offer industry leading benefits including medical, dental, vision, 401k with employer match, employer paid life insurance, flexible spending accounts, employee assistant program, and employee discounts via Insperity. Work/life balance is our foundation and is supported through paid holidays, and generous paid time off.
]]> Mon, 05 Apr 2021 00:00:00 PDT 0 <![CDATA[Private Equity Accounting Manager]]> Accounting Manager

Reporting To Vice President

Los Angeles

Our Company

Oaktree is a leader among global investment managers specializing in alternative investments, with $122 billion in assets under management as of June 30, 2020. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 950 employees and offices in 19 cities worldwide.

For additional information please visit our website at www.oaktreecapital.com.

Responsibilities

The Accounting Manager will be responsible for maintaining the books and records for various private partnerships and accounts, as well as reporting to clients and the portfolio group.

Responsibilities will include:

Preparing and maintaining the books and records of pooled private investment funds organized as limited partnerships and/or separate accounts;
Accounting for and reconciliation of cash, investments and real property;
Recording and reconciling of purchase and sale transactions;
Accounting for complex corporate actions;
Estimating and posting of monthly closing accruals;
Calculating of income and expense allocations to each partner, including updating of distribution waterfall based on the terms of the governing documents;
Determining and preparing distributions and draw-downs;
Preparing of monthly, quarterly, and annual financial reports to clients;
Analyzing and calculating of performance metrics for partnerships/accounts as well as for each investment;
Coordinating with fundsâ independent auditors, custodians, prime brokers and fund administrators;
Performing other tasks as required.

Qualifications

Minimum 5 years relevant accounting or audit experience within Big Four public accounting or a mix of public accounting and investment management industry experience;
Strong knowledge of reconciliation and account analysis;
Excellent understanding of accounting and the ability to apply relevant investment company accounting rules;
Solid analytical skills and ability to understand and resolve complex problems; and
Proficiency in Microsoft Excel, Word and PowerPoint.

Personal Attributes

Self-motivated with strong attention to detail and excellent work ethic;
Great organizational skills and is able to handle complicated work efficiently and effectively;
Takes initiative to ask questions and detect problems;
Superior written and verbal communication skills with the ability to work effectively both individually and as a team; and
Ability to understand and resolve complex problems.

Education

Bachelorâs degree in Accounting or Finance. CPA a plus.

Equal Opportunity Employment Policy

Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment.

This policy applies to all Oaktree applicants, employees, clients, and contractors.

]]> Fri, 26 Mar 2021 00:00:00 PDT 0 <![CDATA[Tax Manager - Funds]]> Tax Manager - Funds

Responsibilities

The Tax Manager will be responsible for coordinating and overseeing projects and work streams designed to transform the funds tax reporting function, with an emphasis on providing real-time tax data and analytics to streamline reporting and inform decision making. The candidate will work closely with other personnel in accounting, tax and IT along with our outside tax/accounting service providers to ensure that accounting, legal entity, and investor information is tax-sensitized and validated to ensure accurate tax reporting across various large global and domestic private equity, mezzanine financing, distressed debt, real estate and marketable securities partnerships.

Additional responsibilities include:

Leading in project management, management of tax issues, and strategic planning;
Reviewing and calculating the book/tax differences and reviewing partner allocations;
Reviewing calculations of market discount, OID and interest accruals;
Analyzing reorganizations of underlying debt and equity investments to determine the proper tax treatment;
Preparing tax packages for funds and lower-tier LLCs, including reconciling of income items and capital accounts;
Providing tax estimates to Clients and General Partners;
Addressing large number of Client's requests and inquiries;
Analyzing withholding issues that impact partners and the partnerships' global investments;
Reviewing state withholding taxes;
Drafting correspondence with state and federal tax authorities;
Managing audit responses and documentation for all aspects of audits; and
Assisting in the analysis of cross-border acquisitions and dispositions to determine proper tax treatment for US purposes.

Qualifications

5+ years of relevant tax experience.
Strong knowledge of general accounting, with knowledge of financial investment issues being a plus.
The candidate must be proficient in Microsoft Excel and Word.

Personal Attributes

The successful candidate will have outstanding initiative, an eagerness to learn and a strong work ethic.
The candidate must be customer oriented and have excellent verbal and written communication skills.
He/She will be self-driven, team-oriented and must possess strong integrity and professionalism.
Familiarity with and understanding of a busy tax season.

Education

A Bachelor's degree relevant to position, a Master's degree a plus.

Equal Opportunity Employer
]]> Thu, 25 Mar 2021 00:00:00 PDT 0 <![CDATA[CFO Services Supervisor]]> CFO Services Supervisor

About the job

We are seeking an experienced CFO Services Supervisor in Irvine. This individual will be responsible for working alongside the Director of CFO Services to ensure the delivery of high-quality work product and the management of client relationships. In this position, a successful candidate will be responsible for having advanced technical skills in a variety of accounting areas, along with strong supervisory skills. The client service aspect of this role will focus on outsourced accounting.

Responsibilities

Demonstrated strong technical knowledge of accounting principles, consulting and compliance.
Demonstrate knowledge and proficiency in advanced technical and research skills, necessary for advising clients.
Ability to prioritize and manage client engagements through the entire life-cycle: planning, executing, directing, managing the budget and communicating with the manager and partner group.
Develop effective and proactive relationships with clients to provide superior client service.
Provide recommendations for business and process improvements based upon the technical knowledge gained relative to the client's operations and business objectives.
Performs all tasks related to client services within budgeted time.
Coordinate accounting activities with other departments.
Demonstrate competency in technical skills, work quality and application of professional and firm standards.
Mentor and train accounting staff and seniors through guidance and coaching.

Knowledge And Skill Requirements

Good oral and written communication.
Good time management and organizational skills.
Proficiency in Microsoft Office, ProSystem fx Tax, Engagement and QuickBooks.

Education And Work Experience

CPA Certification required.
Bachelor's degree in accounting (or similar course work) required.
Minimum of two years of managerial or direct supervisory experience.
Minimum of five years of qualified work experience based in public accounting, preferred

]]> Tue, 23 Mar 2021 00:00:00 PDT 0 <![CDATA[Audit Manager, Manufacturing & Distribution or Technolgy]]> Audit Manager, Manufacturing & Distribution or Technology

Job Description

We put people before processes, which empowers you to lead, to be innovative, and be an entrepreneur. In light of transformation that impacts so many areas of business, this is the right time for you to come and tell us what we need to do.

High-performing accounting, tax and consulting firm with significant national presence in strategic US geographies. Our dedicated professionals have leveraged technical industry expertise to develop customized solutions for clients in a broad array of industries, providing services to growth-oriented enterprises and individuals. We deliver seamless access to the expertise of 24,000 professionals in 90+ countries.

Our Audit practice seeks an experienced Audit professional with leadership skills and a passion for our profession to join our Audit team in the Los Angeles office. As an Audit Manager in this practice you will serve as a trusted adviser and member of the engagement team, providing various assurance and consulting services to large manufacturing, distribution and technology clients, and lead the resolution of complex accounting business issues that impact our clientsâ financial situation.

The preferred location for this position is our Los Angeles office. However, this position can take place in any of our U.S. office locations.

Our firm has offered our employees the option to work remotely at this time.

Professional Responsibilities

Lead multiple audit engagements and competing priorities simultaneously in a fast-paced, interactive results-based environment
Collaborate to plan audit objectives and determine an audit strategy that appropriately addresses risk that may impact a client's financial position
Establish the expectations of the audit team and the value of client services to be delivered
Identify accounting and audit risks using US GAAP, IFRS, US GAAS, IAS, and PCAOB auditing standards
Manage all engagement fieldwork to ensure quality service and timely delivery of results
Successfully manage the engagement team against the planned budget and alter the budget if required
Anticipate client concerns and escalate significant issues to engagement partner as they arise
Assist with managing client engagement administrative tasks including staffing, billing & collections, and ensure that profitability targets are being achieved
Understand clientsâ industries and recognize business trends, emerging industry and technical developments and key performance drivers impacting clientsâ business
Participate in the development and professional growth of other audit staff through knowledge sharing, on-site training, timely performance feedback, and other firm initiatives
Serve as a trusted adviser to clientsâ and begin to identify opportunities for expanded services
Develop a strategy for successful long-term professional relationships and centers of influence to effectuate business growth
Ensure self-professional development with technical specialization and on-going education

Qualifications

Bachelor of Science degree in Accounting, Finance or a Business-related field of study
An active CPA license
6-10 years of relevant work experience providing financial audit services in a CPA firm, a professional services firm or a consulting practice
Prior work experience developing and executing audit strategies for manufacturing, distribution, technology, large corporations, multi-national companies or SEC registrants
Working knowledge of US GAAP, IFRS, US GAAS, IAS and PCAOB AS
Demonstrated success leading teams and mentoring other audit staff on multiple client engagements simultaneously
Proficiency with Microsoft Office applications
Working knowledge of ProSystem Engagement and other audit preparation software programs
A strong record of developing and sustaining profitable client relationships
Excellent interpersonal and communication skills (both oral and written)
Excellent analytical, organizational and project management skills
Ability to travel to various client locations as needed

What We Offer

Competitive base salary and incentive compensation plan
A comprehensive, competitive benefits package that includes medical, dental and life insurance plans, a generous paid daysâ off (PDO) plan, and a competitive 401k Plan
A dynamic, diverse work experience in a growing global organization
An inclusive, client-centered environment where you can develop new skills, enhance your overall business knowledge and work with world-class professionals
Intensive customized training, including in-house leadership development programs, continuing professional education courses, and both classroom and on-the-job training
Opportunity for International Mobility experiences are also made available

]]> Mon, 22 Mar 2021 00:00:00 PDT 0 <![CDATA[Senior Associate - Accounting and Transaction Advisory Services]]> Our client is a specialized boutique accounting and consulting services firm looking for a accounting professional to help the firm with its impressive growth.

As a result, you will have the opportunity to grow your career in a dynamic environment that is a playground for highly skilled, self-motivated professionals.
Responsibilities:

Actively improve technical accounting skills by becoming a subject matter expert (SME) in a complex accounting area of your choice through on the job feedback, performance evaluations, mentoring and firm-sponsored formal training programs including monthly CPE and SME training
Assist with public offerings, inclusive of performing audit preparation work, documenting significant accounting policies, and preparing the financial statements and related footnote disclosures
Assist with the preparation of S-1, 10-K, 10-Q, and 8-K fillings related to IPOâs, debt offerings and acquisitions
Research and resolve complex accounting issues balancing client preferred solutions within the confines of the US GAAP structure
Complete the assigned internal control processes on 3-4 project teams, within the given budget with minimal supervision by:
Creating process narratives, identifying key controls, and concluding on design and operating effectiveness of key controls
Demonstrating clear and concise writing, and verbal skills to communicate complex issues in simple terms to clients and team members
Producing quality deliverables evidenced through minimal review time and review notes
Actively improving technical and project management skills through on the job feedback, performance evaluations, mentoring and firm-sponsored formal training programs including monthly CPE and Subject Matter Expert (SME) training
Given the startup environment of our clients, the ability to adapt to unexpected changes to timelines, deadlines, and the scope of work is a must
Responding to client needs and balancing the competing priorities with minimal client disruptions, while maintaining project progress

Qualifications:

Bachelors degree from an accredited university in a related field
CPA or CIA license, or the goal to obtain one in the near future
A strong accounting foundation with hands-on knowledge of internal controls is really important
Flexibility with travel to clients within your market

]]> Sat, 20 Mar 2021 00:00:00 PDT 0 <![CDATA[Manager- Accounting and Transaction Advisory Services]]> Our client is a specialized boutique accounting and consulting services firm looking for a accounting professional to help the firm with its impressive growth.

As a result, you will have the opportunity to grow your career in a dynamic environment that is a playground for highly skilled, self-motivated professionals.
Responsibilities:

Manage strategic technical accounting advisory engagements and lead multi-disciplinary teams serving clients in multiple industries ranging in size from early stage startups to Fortune 500 organizations. This role will primarily operate as a generalist, serving a wide range of clients from multiple industries
Serve as Subject Matter Expert (SME) to advise clients on complex technical accounting issues. Representative topic areas may include but are not limited to revenue recognition, lease accounting, impact analysis and implementation of new accounting pronouncements, debt/equity transactions, share based compensation, purchase accounting, IPO process, consolidation and much more
Research and resolve complex accounting issues balancing client preferred solutions within the confines of the US GAAP structure

Qualifications:

Bachelors degree from an accredited university in a related field
Technical accounting & transaction advisory experience from a top-tier public accounting firm or a reputable in-house corporate environment
Strong people, project and client management
Clear and concise written and verbal communication. Ability to translate complex issues into simple and easy to understand terms
Strong analytical skills, sound interpretation of complex subject matter, ability to generate meaningful insights and develop pragmatic
Ability to execute and operate in high-pressure and fast-paced environments
Ability to quickly adapt to unexpected changes in timelines, deadlines and scope of work

]]> Sat, 20 Mar 2021 00:00:00 PDT 0 <![CDATA[Senior Manager/ Director - Accounting and Transaction Advisory Services]]> Our client is a specialized boutique accounting and consulting services firm looking for a accounting professional to help the firm with its impressive growth.

As a result, you will have the opportunity to grow your career in a dynamic environment that is a playground for highly skilled, self-motivated professionals.
Responsibilities:

Manage strategic technical accounting advisory engagements and lead multi-disciplinary teams serving clients in multiple industries ranging in size from early stage startups to Fortune 500 organizations. This role will primarily operate as a generalist, serving a wide range of clients from multiple industries
Serve as Subject Matter Expert (SME) to advise clients on complex technical accounting issues. Representative topic areas may include but are not limited to revenue recognition, lease accounting, impact analysis and implementation of new accounting pronouncements, debt/equity transactions, share based compensation, purchase accounting, IPO process, consolidation and much more
Research and resolve complex accounting issues balancing client preferred solutions within the confines of the US GAAP structure

Qualifications:

Bachelors degree from an accredited university in a related field
Technical accounting & transaction advisory experience from a top-tier public accounting firm or a reputable in-house corporate environment
Strong people, project and client management
Clear and concise written and verbal communication. Ability to translate complex issues into simple and easy to understand terms
Strong analytical skills, sound interpretation of complex subject matter, ability to generate meaningful insights and develop pragmatic
Ability to execute and operate in high-pressure and fast-paced environments
Ability to quickly adapt to unexpected changes in timelines, deadlines and scope of work

]]> Sat, 20 Mar 2021 00:00:00 PDT 0 <![CDATA[Senior Associate - Accounting and Transaction Advisory Services]]> Our client is a specialized boutique accounting and consulting services firm looking for a accounting professional to help the firm with its impressive growth.

As a result, you will have the opportunity to grow your career in a dynamic environment that is a playground for highly skilled, self-motivated professionals.
Responsibilities:

Actively improve technical accounting skills by becoming a subject matter expert (SME) in a complex accounting area of your choice through on the job feedback, performance evaluations, mentoring and firm-sponsored formal training programs including monthly CPE and SME training
Assist with public offerings, inclusive of performing audit preparation work, documenting significant accounting policies, and preparing the financial statements and related footnote disclosures
Assist with the preparation of S-1, 10-K, 10-Q, and 8-K fillings related to IPOâs, debt offerings and acquisitions
Research and resolve complex accounting issues balancing client preferred solutions within the confines of the US GAAP structure
Complete the assigned internal control processes on 3-4 project teams, within the given budget with minimal supervision by:
Creating process narratives, identifying key controls, and concluding on design and operating effectiveness of key controls
Demonstrating clear and concise writing, and verbal skills to communicate complex issues in simple terms to clients and team members
Producing quality deliverables evidenced through minimal review time and review notes
Actively improving technical and project management skills through on the job feedback, performance evaluations, mentoring and firm-sponsored formal training programs including monthly CPE and Subject Matter Expert (SME) training
Given the startup environment of our clients, the ability to adapt to unexpected changes to timelines, deadlines, and the scope of work is a must
Responding to client needs and balancing the competing priorities with minimal client disruptions, while maintaining project progress

Qualifications:

Bachelors degree from an accredited university in a related field
CPA or CIA license, or the goal to obtain one in the near future
A strong accounting foundation with hands-on knowledge of internal controls is really important
Flexibility with travel to clients within your market

Actively improve technical accounting skills by becoming a subject matter expert (SME) in a complex accounting area of your choice through on the job feedback, performance evaluations, mentoring and firm-sponsored formal training programs including monthly CPE and SME training
Assist with public offerings, inclusive of performing audit preparation work, documenting significant accounting policies, and preparing the financial statements and related footnote disclosures
Assist with the preparation of S-1, 10-K, 10-Q, and 8-K fillings related to IPOâs, debt offerings and acquisitions
Research and resolve complex accounting issues balancing client preferred solutions within the confines of the US GAAP structure
Complete the assigned internal control processes on 3-4 project teams, within the given budget with minimal supervision by:
Creating process narratives, identifying key controls, and concluding on design and operating effectiveness of key controls
Demonstrating clear and concise writing, and verbal skills to communicate complex issues in simple terms to clients and team members
Producing quality deliverables evidenced through minimal review time and review notes
Actively improving technical and project management skills through on the job feedback, performance evaluations, mentoring and firm-sponsored formal training programs including monthly CPE and Subject Matter Expert (SME) training
Given the startup environment of our clients, the ability to adapt to unexpected changes to timelines, deadlines, and the scope of work is a must
Responding to client needs and balancing the competing priorities with minimal client disruptions, while maintaining project progress

Qualifications:

Bachelors degree from an accredited university in a related field
CPA or CIA license, or the goal to obtain one in the near future
A strong accounting foundation with hands-on knowledge of internal controls is really important
Flexibility with travel to clients within your market

Manage strategic technical accounting advisory engagements and lead multi-disciplinary teams serving clients in multiple industries ranging in size from early stage startups to Fortune 500 organizations. This role will primarily operate as a generalist, serving a wide range of clients from multiple industries
Serve as Subject Matter Expert (SME) to advise clients on complex technical accounting issues. Representative topic areas may include but are not limited to revenue recognition, lease accounting, impact analysis and implementation of new accounting pronouncements, debt/equity transactions, share based compensation, purchase accounting, IPO process, consolidation and much more
Research and resolve complex accounting issues balancing client preferred solutions within the confines of the US GAAP structure

Qualifications:

Bachelors degree from an accredited university in a related field
Technical accounting & transaction advisory experience from a top-tier public accounting firm or a reputable in-house corporate environment
Strong people, project and client management
Clear and concise written and verbal communication. Ability to translate complex issues into simple and easy to understand terms
Strong analytical skills, sound interpretation of complex subject matter, ability to generate meaningful insights and develop pragmatic
Ability to execute and operate in high-pressure and fast-paced environments
Ability to quickly adapt to unexpected changes in timelines, deadlines and scope of work

Manage strategic technical accounting advisory engagements and lead multi-disciplinary teams serving clients in multiple industries ranging in size from early stage startups to Fortune 500 organizations. This role will primarily operate as a generalist, serving a wide range of clients from multiple industries
Serve as Subject Matter Expert (SME) to advise clients on complex technical accounting issues. Representative topic areas may include but are not limited to revenue recognition, lease accounting, impact analysis and implementation of new accounting pronouncements, debt/equity transactions, share based compensation, purchase accounting, IPO process, consolidation and much more
Research and resolve complex accounting issues balancing client preferred solutions within the confines of the US GAAP structure

Qualifications:

Bachelors degree from an accredited university in a related field
Technical accounting & transaction advisory experience from a top-tier public accounting firm or a reputable in-house corporate environment
Strong people, project and client management
Clear and concise written and verbal communication. Ability to translate complex issues into simple and easy to understand terms
Strong analytical skills, sound interpretation of complex subject matter, ability to generate meaningful insights and develop pragmatic
Ability to execute and operate in high-pressure and fast-paced environments
Ability to quickly adapt to unexpected changes in timelines, deadlines and scope of work

]]> Sat, 20 Mar 2021 00:00:00 PDT 0 <![CDATA[Advisory Senior Manager - Director - Accounting and Transaction Advisory Services]]> Advisory Senior Manager - Director, Accounting and Transaction Advisory Services

Our client is a specialized boutique accounting and consulting services firm looking for a accounting professional to help the firm with its impressive growth.

As a result, you will have the opportunity to grow your career in a dynamic environment that is a playground for highly skilled, self-motivated professionals.
Responsibilities:

Manage strategic technical accounting advisory engagements and lead multi-disciplinary teams serving clients in multiple industries ranging in size from early stage startups to Fortune 500 organizations. This role will primarily operate as a generalist, serving a wide range of clients from multiple industries
Serve as Subject Matter Expert (SME) to advise clients on complex technical accounting issues. Representative topic areas may include but are not limited to revenue recognition, lease accounting, impact analysis and implementation of new accounting pronouncements, debt/equity transactions, share based compensation, purchase accounting, IPO process, consolidation and much more
Research and resolve complex accounting issues balancing client preferred solutions within the confines of the US GAAP structure

Qualifications:

Bachelors degree from an accredited university in a related field
Technical accounting & transaction advisory experience from a top-tier public accounting firm or a reputable in-house corporate environment
Strong people, project and client management
Clear and concise written and verbal communication. Ability to translate complex issues into simple and easy to understand terms
Strong analytical skills, sound interpretation of complex subject matter, ability to generate meaningful insights and develop pragmatic
Ability to execute and operate in high-pressure and fast-paced environments
Ability to quickly adapt to unexpected changes in timelines, deadlines and scope of work

Manage strategic technical accounting advisory engagements and lead multi-disciplinary teams serving clients in multiple industries ranging in size from early stage startups to Fortune 500 organizations. This role will primarily operate as a generalist, serving a wide range of clients from multiple industries
Serve as Subject Matter Expert (SME) to advise clients on complex technical accounting issues. Representative topic areas may include but are not limited to revenue recognition, lease accounting, impact analysis and implementation of new accounting pronouncements, debt/equity transactions, share based compensation, purchase accounting, IPO process, consolidation and much more
Research and resolve complex accounting issues balancing client preferred solutions within the confines of the US GAAP structure

Qualifications:

Bachelors degree from an accredited university in a related field
Technical accounting & transaction advisory experience from a top-tier public accounting firm or a reputable in-house corporate environment
Strong people, project and client management
Clear and concise written and verbal communication. Ability to translate complex issues into simple and easy to understand terms
Strong analytical skills, sound interpretation of complex subject matter, ability to generate meaningful insights and develop pragmatic
Ability to execute and operate in high-pressure and fast-paced environments
Ability to quickly adapt to unexpected changes in timelines, deadlines and scope of work

Actively improve technical accounting skills by becoming a subject matter expert (SME) in a complex accounting area of your choice through on the job feedback, performance evaluations, mentoring and firm-sponsored formal training programs including monthly CPE and SME training
Assist with public offerings, inclusive of performing audit preparation work, documenting significant accounting policies, and preparing the financial statements and related footnote disclosures
Assist with the preparation of S-1, 10-K, 10-Q, and 8-K fillings related to IPOâs, debt offerings and acquisitions
Research and resolve complex accounting issues balancing client preferred solutions within the confines of the US GAAP structure
Complete the assigned internal control processes on 3-4 project teams, within the given budget with minimal supervision by:
Creating process narratives, identifying key controls, and concluding on design and operating effectiveness of key controls
Demonstrating clear and concise writing, and verbal skills to communicate complex issues in simple terms to clients and team members
Producing quality deliverables evidenced through minimal review time and review notes
Actively improving technical and project management skills through on the job feedback, performance evaluations, mentoring and firm-sponsored formal training programs including monthly CPE and Subject Matter Expert (SME) training
Given the startup environment of our clients, the ability to adapt to unexpected changes to timelines, deadlines, and the scope of work is a must
Responding to client needs and balancing the competing priorities with minimal client disruptions, while maintaining project progress

Qualifications:

Bachelors degree from an accredited university in a related field
CPA or CIA license, or the goal to obtain one in the near future
A strong accounting foundation with hands-on knowledge of internal controls is really important
Flexibility with travel to clients within your market

Manage strategic technical accounting advisory engagements and lead multi-disciplinary teams serving clients in multiple industries ranging in size from early stage startups to Fortune 500 organizations. This role will primarily operate as a generalist, serving a wide range of clients from multiple industries
Serve as Subject Matter Expert (SME) to advise clients on complex technical accounting issues. Representative topic areas may include but are not limited to revenue recognition, lease accounting, impact analysis and implementation of new accounting pronouncements, debt/equity transactions, share based compensation, purchase accounting, IPO process, consolidation and much more
Research and resolve complex accounting issues balancing client preferred solutions within the confines of the US GAAP structure

Qualifications:

Bachelors degree from an accredited university in a related field
Technical accounting & transaction advisory experience from a top-tier public accounting firm or a reputable in-house corporate environment
Strong people, project and client management
Clear and concise written and verbal communication. Ability to translate complex issues into simple and easy to understand terms
Strong analytical skills, sound interpretation of complex subject matter, ability to generate meaningful insights and develop pragmatic
Ability to execute and operate in high-pressure and fast-paced environments
Ability to quickly adapt to unexpected changes in timelines, deadlines and scope of work

Manage strategic technical accounting advisory engagements and lead multi-disciplinary teams serving clients in multiple industries ranging in size from early stage startups to Fortune 500 organizations. This role will primarily operate as a generalist, serving a wide range of clients from multiple industries
Serve as Subject Matter Expert (SME) to advise clients on complex technical accounting issues. Representative topic areas may include but are not limited to revenue recognition, lease accounting, impact analysis and implementation of new accounting pronouncements, debt/equity transactions, share based compensation, purchase accounting, IPO process, consolidation and much more
Research and resolve complex accounting issues balancing client preferred solutions within the confines of the US GAAP structure

Qualifications:

Bachelors degree from an accredited university in a related field
Technical accounting & transaction advisory experience from a top-tier public accounting firm or a reputable in-house corporate environment
Strong people, project and client management
Clear and concise written and verbal communication. Ability to translate complex issues into simple and easy to understand terms
Strong analytical skills, sound interpretation of complex subject matter, ability to generate meaningful insights and develop pragmatic
Ability to execute and operate in high-pressure and fast-paced environments
Ability to quickly adapt to unexpected changes in timelines, deadlines and scope of work

]]> Sat, 20 Mar 2021 00:00:00 PDT 0 <![CDATA[Business Management Tax Accountant - Tax Senior Accountant]]> Tax Accountant

About the job

A Wealth and Business Management Firm for individuals as well as their companies in the Television, Film, Music, Social Media, Production, and Advertising Industries.

Summary/Objective

The ideal candidate will be required to prepare tax returns and assist with related client tax matters. Strong tax preparation and tax research skills. Experience in business management, entertainment industry, real estate, high net worth individuals is preferred. CPA license is also preferred but not required.

Responsibilities

Prepare and/or review individual, corporate, and partnership returns.
Identify industry/client tax issues and situations and assist with tax research and planning.
IRS and state issues as well as drafting responses to governmental correspondence and audits.
Prepare closeouts for loan out corporations and analyze payroll withholding requirements for state and federal.
Assist other team members with accounting responsibilities as required.

Required Qualifications

Understand tax concepts related to individuals, C Corporations, S Corporations, Partnerships, estates and trusts.
4 years of tax experience with a public accounting firm or business management accounting firm
Bachelor degree in accounting or related business field.
Grasp of accounting and financial statement concepts.
Proficiency in tax preparation software such as BNA, Pro-Systems, CCH Axcess and Datafaction.

]]> Thu, 18 Feb 2021 00:00:00 PST 0 <![CDATA[Business Manager - Business Management Accountant]]> Business Management Accountant

About the job

A Wealth and Business Management Firm for individuals as well as their companies in the Television, Film, Music, Social Media, Production, and Advertising Industries.

Summary/Objective

The ideal candidate will have strong interpersonal skills and the ability to manage client interface as well as tax preparation and tax research skills. Experience in business management, entertainment industry, real estate, high net worth individuals is required. CPA license is also preferred but not required.

Responsibilities

Handling client interface and communication
Cash flows and financials review
Prepare schedules and reports for clients
Prepare and/or review individual, corporate, and partnership returns.
Prepare closeouts for loan out corporations and analyze payroll withholding requirements for state and federal.
Assist other team members with accounting and business management responsibilities as required.

Required Qualifications

Strong interpersonal skills
4 years of business management experience
Understand tax concepts related to individuals, C Corporations, S Corporations, Partnerships, estates and trusts.
Bachelor degree in accounting or related business field.
Grasp of accounting and financial statement concepts.
Proficiency in tax preparation software such as BNA, Pro-Systems, CCH Axcess and Datafaction.

]]> Thu, 18 Feb 2021 00:00:00 PST 0 <![CDATA[Senior Tax Manager - Tax Director - Nonprofit]]> Senior Tax Manager/Director â Nonprofit

We are seeking a Nonprofit Senior Tax Manager or Director.

Position Requirements:

Desire to become a tax partner in the Not-For-Profit area at a leading regional CPA firm
CPA/ MBT (MST) or CPA/JD/ LLM
More than seven years of professional experience, with predominant and most recent experience at regional, national or Big 4 CPA firm
Reviewed or performed compliance on at least 50 not-for-profit returns (Forms 990/990-PF)
Reviewed or performed compliance on numerous unrelated business income tax returns (Forms 990-T)
Experience consulting with not-for-profit management regarding exemption applications, various tax and management issues
Progressive record of promotion
Successful in developing and mentoring staff toward promotion
Experience defending clients in IRS audits
Record of success in developing relationships within firm
Experience with software pertaining to not-for-profit returns

Project Challenges:

First Year:

Ability to successfully take over from practice partner the day-to-day management of firmâs not-for-profit tax practice which includes 100 â 150 returns
Develop and mentor staff to permit increased delegation of duties
Run various not-for-profit tax engagements as needed

Long Term:

Develop relationships with and earn sufficient respect from staff, peers and partners to warrant promotion to partner
Gain sufficient expertise within not-for-profit practice to become technical expert
Demonstrate sufficient success in business development with new and existing clients to justify admission into partnership
Develop community and professional relationships through participation/leadership in civic organizations and professional associations

To Apply:

Email your résumé
]]> Wed, 10 Feb 2021 00:00:00 PST 0 <![CDATA[Senior Tax Manager - Tax Director - Nonprofit]]> Senior Tax Manager/Director â Nonprofit

We are seeking a Nonprofit Senior Tax Manager or Director.

Position Requirements:

Desire to become a tax partner in the Not-For-Profit area at a leading regional CPA firm
CPA/ MBT (MST) or CPA/JD/ LLM
More than seven years of professional experience, with predominant and most recent experience at regional, national or Big 4 CPA firm
Reviewed or performed compliance on at least 50 not-for-profit returns (Forms 990/990-PF)
Reviewed or performed compliance on numerous unrelated business income tax returns (Forms 990-T)
Experience consulting with not-for-profit management regarding exemption applications, various tax and management issues
Progressive record of promotion
Successful in developing and mentoring staff toward promotion
Experience defending clients in IRS audits
Record of success in developing relationships within firm
Experience with software pertaining to not-for-profit returns

Project Challenges:

First Year:

Ability to successfully take over from practice partner the day-to-day management of firmâs not-for-profit tax practice which includes 100 â 150 returns
Develop and mentor staff to permit increased delegation of duties
Run various not-for-profit tax engagements as needed

Long Term:

Develop relationships with and earn sufficient respect from staff, peers and partners to warrant promotion to partner
Gain sufficient expertise within not-for-profit practice to become technical expert
Demonstrate sufficient success in business development with new and existing clients to justify admission into partnership
Develop community and professional relationships through participation/leadership in civic organizations and professional associations

To Apply:

Email your résumé
]]> Wed, 10 Feb 2021 00:00:00 PST 0 <![CDATA[Tax Manager - Tax Senior Manager]]>

Tax Manager

We are seeking a Tax Manager for our Los Angeles office

Qualifications:

â Five to eight year experience in corporate income tax compliance, tax accounting, and tax consulting
â BA/BS degree from an accredited college/university
â Licensed CPA or EA
â Demonstrate leadership, problem solving, and solid oral and written communication skills and excellent interpersonal skills
â Strong technical skills in tax compliance and tax research
â Manage, develop and mentor staff, assisting with professional growth and development of staff
â Ability to read/write/communicate in Japanese is preferred

Please click below to apply
]]> Tue, 09 Feb 2021 00:00:00 PST 0 <![CDATA[Tax Accountant - Tax Senior Accountant]]> Tax Accountant - Tax Senior Accountant

Prestigious CPA firm in Beverly Hills looking for an experienced accountant with a minimum of 3 yearsâ experience in tax to join our boutique full-service firm.

Job Responsibilities:
• Preparation and review of federal and multi-state income tax returns for high net worth individuals, partnerships, corporations, exempt entities, and trusts
• Preparation of Sales and Use Tax, Personal Property Tax, Payroll Tax, City Business Tax, Foreign Reporting, etc.
• Accounting/Bookkeeping using Datafaction and QuickBooks
• Preparation of year-end tax projections
• Correspondence with clients

Job Requirements:
• 3+ yearsâ experience in tax and accounting
• Detail-oriented with the ability to multi-task
• Excellent interpersonal, verbal and written communications skills
• Advanced technical research skills and tax accounting skills
• Strong computer skills: proficiency in Lacerte, Datafaction, and QuickBooks (preferred, but not required)
• Dedication to teamwork and high integrity

Come join a firm that is highly regarded in the accounting industry with an incredible client base.

Compensation is commensurate with experience and includes an excellent benefits package.]]> Thu, 04 Feb 2021 00:00:00 PST 0 <![CDATA[Tax Director]]> Tax Director

Essential Functions

Review federal and state income tax returns for individuals, trusts, non-profits, partnerships, C corps, S corps
Analyze tax implications for individual/business tax returns
Responsible for quarterly and year-end tax planning
Manage tax department
Scheduling responsibilities for tax team
Mentor tax staff and seniors
Collaborate with other departments to make sure firm goals are met as a whole
Review tax proposals and submit to potential clients
Participates in business development activity
Identifies opportunities for the development of new services
Identify organization or association to network and develop business contacts
Participate in client visitations
Other duties as assigned

Education & Experience

Current and valid Certified Public Accountant (CPA) license required
Bachelorâs degree with emphasis in Accounting
8+ years of Public Accounting experience
Master of Science degree in Taxation or JD highly preferred
Proficient in Lacerte, RIA, BNA as well as other accounting software

]]> Wed, 03 Feb 2021 00:00:00 PST 0 <![CDATA[Tax Manager]]> Tax Manager
Company Overview

Major provider of financial services (Business Counseling, Bookkeeping, Payroll, Tax Preparation and Advisory Services) to small businesses and their owners, provides the financial back office infrastructure to clients, allowing them to focus on what they do best: serve their customers to grow their business.

Position Overview

Global Services Firm with a Local Presence

Are you looking for an outstanding opportunity to grow within a successful global accounting firm?
Are you a natural mentor, enjoying training and fostering people to support you and the companyâs goals?
Do you have a passion for people, accounting and tax?
Do you lead by action?

Look no further…

The Manager is responsible for all branch activity and day to day team leadership. General responsibilities include managing the relationship with clients and staff to ensure that work deliverables reach the client on time and to coordinate the process to make it occur. The Manager is responsible for budgeting the work and employee billable time utilization verifying that the proper mix of staff are assigned, work is completed timely and that the pricing of engagement services is agreed to and paid when due. Administrative duties include evaluating staff performance, hiring, promoting and firing decisions, altering assignments when conflicts arise, and mentoring staff.

In addition to supervising day to day operations, the Manager shall review the work of staff, provide hands on technical GAAP accounting and IRC tax training and ensure work is completed in accordance with quality control standards. The Manager will serve as the “go to” person for technical research and answers to employee and client questions. The position requires generating billable client hours performing value-added financial reporting, accounting, payroll, tax and business advisory services to corporate, partnership, LLC, nonprofit, estate and trust entities and individuals in a multi-state environment over various industries.

The Manager is accountable for the office P&L and achieving revenue targets. The Manager shall have the responsibility for business development with the objective to grow and develop the client base, services and new business opportunities. The Manager will work with the Regional Manager to prepare an annual budget and business plans.

Experience, Desired Skills, Attributes

15+ yearsâ work experience in a public accounting or private company accounting/tax department or self-employed CPA practitioner (or any combination of the three)
Work experience includes income tax compliance, planning, research and taxpayer representation for corporate, individual, partnership, LLC, nonprofit, estates and trusts as well as multi-state income tax filing requirements
Work experience includes monthly general ledger bookkeeping, account analysis, bank reconciliations, payroll, sales tax, personal property tax and financial statement reporting
Working knowledge of Internal Revenue Code (IRC) and Generally Accepted Accounting Principles (GAAP)
Working knowledge of accounting and tax software applications such as QuickBooks, ProSeries, CCH Axcess
Proven management skills to develop, supervise and mentor a team of professionals
Proven business development skills and past track record of generating new revenue
Proven writing skills to prepare complex financial reporting and advisory reports for client engagements
Proven practical problem-solving skills and ability to manage multiple projects for multiple clients
Proven ability to handle a high-volume workload at a high level of efficiency including monitoring production and payroll processing; answering technical processing and accounting/tax questions; and client reporting

The ideal candidate for this position:

Has a natural leaderâs presence with an unrivaled ability to work with peers, staff and senior management collaboratively in a team-oriented environment
Has an entrepreneurial drive
Has strong verbal and written communication skills among various stakeholders
Has exceptional organizational and time management skills
Has a history of building relationships with clients and colleagues
Is a detail-oriented leader and individual contributor with the ability to “think outside the box”
Possesses an unquestionable level of integrity and respects quality assurance requirements
Is committed to fostering and advancing the current corporate culture

Education, Certificates, Licenses, Registrations

BA or MA in Accounting, Tax or Finance
Master of Science Degree in Taxation (MST) a plus
CPA required
CGMA a plus
Active Licensed Certified Public Accountant in Illinois required
Active PTIN required

]]> Wed, 03 Feb 2021 00:00:00 PST 0 <![CDATA[Business Management Director ]]> Business Management Director

Responsibilities:

Work directly with clients to manage their business functions and provide them with
effective, efficient solutions
Financial reporting functions including monthly cash flows, contract analysis, and
supervision of all functions relative to cash receipts and disbursements
Prepare client meeting packages regarding financial projections, financial investments,
contracts, insurance analysis, and other matters
Manage employees to ensure they are accomplishing objectives and meeting
productivity standards
Interview and oversee the onboarding and training for new staff
Assist with tax projections and year-end
Recruit and meet with prospective clients

Qualification requirements:

5+ years of business management experience within the entertainment industry and/or with high net worth clients
Exceptional interpersonal and communication abilities with a track record for managing and maintaining strong client relationships
Excellent research and writing skills
CPA certification strongly preferred
Portable book of business highly desirable
Proficient in Excel, Word, DataFaction/AgilLink, and QuickBooks

]]> Thu, 21 Jan 2021 00:00:00 PST 0 <![CDATA[Tax Staff Accountant - Senior Tax]]> TAX STAFF ACCOUNTANT - SENIOR TAX ACCOUNTANT

Summary:

Our client is a full service public accounting firm that is consistently ranked as a top 100 firm nationally.

Recently named a BEST PLACE TO WORK in San Francisco, Los Angeles, Orange County, and the San Fernando Valley, as well as one of the BEST ACCOUNTING FIRMS TO WORK FOR nationwide, we are one of the largest accounting firms in Southern California. Established in 1959, the practice has grown to more than 250 professionals and support staff, with offices throughout northern and southern California.

We believe that creating a caring, friendly and warm family environment for our employees helps them love coming to work to do an extraordinary job.

We support our staff by providing ongoing training programs, excellent technical resources, close interaction among partners and clients, a competitive compensation and benefits package, advancement opportunities, and a team-oriented working environment.

Our San Francisco office is currently seeking a friendly, enthusiastic, high-energy individual to join our Firm as a Senior in our Tax department.

Senior Accountants perform most work assigned with a minimum of assistance. They often lead one or more assistants, instruct them in work to be performed, review the work done, and direct necessary revisions. Seniors are required to make decisions on all but the most unusual accounting and auditing matters.

Essential Functions:

Performs diversified accounting, auditing, and tax assignments under the direction of supervisor, manager or partner.
Demonstrates competency in technical skills, work quality, and application of professional and Firm standards.
Meets time constraints and client deadlines.
Participates in planning and scheduling client engagements.
Directs and instructs assistants, where applicable, in work to be performed and working paper review.
Determines the extent of test-checking required in an audit and selects the transactions to be tested.
Prepares and indexes working papers; performs various procedures to verify accuracy and validity of clientâs financial matters.
Prepares complicated tax returns, and returns on dissolution or liquidation.
Suggests client tax planning ideas to supervisor, manager, or Partner.
Prepares routine correspondence to client for approval and signature of a Partner; writes comments for management letters.
Drafts reports including footnotes.
Proactively takes ownership of projects, seeing them through to ultimate completion & delivery to client.
Performs the broadest range of accountant tasks so that direct participation of supervisors, managers, or Partners is kept to a minimum.

Knowledge, Skills and Abilities:

Proficiency in use of computers and computer accounting and tax software programs.
Well-rounded knowledge of accounting principles and personal income taxes.
Ability to organize work and projects, prioritize and meet deadlines, and to complete work in an efficient and accurate manner.
Ability to reason and effectively multi-task.

Supervisory Responsibilities:

Supervises staff accountants and assistants with assignments, instructs them in work to be performed, reviews work done and directs necessary revisions.
Proactively shares knowledge and takes ownership of developing people.

Requirements - Minimum Qualifications:

At least three (3) yearsâ experience in public accounting, demonstrating a progression in complexity of tax knowledge, auditing, and accounting tasks.
Bachelorâs degree in accounting, or Masterâs degree in accounting.
Minimum of forty (40) hours of continuing professional education is required each year.
Either hold a current and valid CPAâs license, or be working toward obtaining the license by taking and passing the applicable state CPA exam.
If licensed, should be a member in good standing with the AICPA.

Success Factors:

Ability to communicate clearly and concisely in English.
Explore various industries area working towards developing an area of specialization or niche practice
Proactively seeks knowledge, new task and increased responsibilities.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Tue, 19 Jan 2021 00:00:00 PST 0 <![CDATA[Tax Manager]]> Tax Manager

TAX â PRIVATE CLIENT SERVICES (PCS)

We are a forward-thinking, full-service accounting firm providing modern solutions to businesses across the globe. We focus on comprehensive assurance, tax, and consulting services for our clients, and we provide our people and our community with the resources to lead meaningful and purposeful lives.

Our flexible work locations and schedules mean we have professionals across the continent. Our teams and our clients drive us to provide quality services and ignite unique insights and ideas that contribute to our continued success. Our clients come from different backgrounds and industries, which keep our people intellectually challenged every day.

Our initiatives and ideals lead to our continued recognition as one of the “Best Places to Work”. We are dedicated to providing meaningful careers for all of our employees along with fostering an environment that allows an integrated lifestyle. Our flexible culture allows our professionals to live a balanced lifestyle between their work responsibilities and personal commitments.

We Have:

A unique people-centered culture that attracts the brightest and most forward-thinking accounting professionals.
The resources, expertise, and global capability of a Big Four accounting firm together with the responsiveness and accessibility of a local firm.
A regional presence in the Bay Area, while still serving our clients nationally and internationally.
Recognition as one of the Bay Areaâs “Best Place to Work” and “No. 1 Best Large Accounting Firm to Work for” by Accounting Today.

You Have (Requirements):

4 or more yearsâ experience in public accounting with an emphasis on Tax.
BS/BA degree in Accounting or related field (Masters degree a plus)
Licensed CPA, or in the process of obtaining CPA license
Capability to research complex tax issues and exposure to a variety of entities and industries.
Extensive experience in researching tax issues and exposure to a variety of entities and individual tax issues.
Strong analytical ability and problem-solving skills.
Excellent communication and presentation skills.
Demonstrates proactive thinking.
Experience developing and training associate level professionals.

You Will (Job Responsibilities):

Provide tax compliance and consulting to a diverse base of high-net worth individuals, partnerships, and corporations.
Oversee complex tax research projects for a variety of clients and diverse industries.
Work with clients to minimize their federal, state, and local tax liability.
Supervise tax associates' assignments and manage the day-to-day delivery of tax consulting services to the client.
Develop and motivate tax seniors and associates by reviewing their work and providing them with counseling, leadership and career guidance.
Manage multiple engagements and deliver high quality products timely and efficiently.

]]> Tue, 19 Jan 2021 00:00:00 PST 0 <![CDATA[Tax Senior - Real Estate]]> Tax Senior, Real Estate

Job Description:
National accounting, tax and consulting firm with significant national presence in strategic US geographies.

Our Tax practice is seeking an experienced Tax professional to join our Real Estate Tax team in our New York office. As a Tax Senior in this practice we offer you an opportunity to be an integral part of a dynamic team in a leading global firm and forward thinking environment. You will provide the highest levels of client service excellence while collaborating with other tax professionals and valued clients in the real estate and private equity market space.

The preferred location for this position is our New York office. However, this position can take place in any of our US office locations.

Our firm has offered our employees the option to work remotely at this time.

Professional Responsibilities:

Qualifications:

What We Offer:

Provide tax compliance and advisory services to partnerships, corporations and S-corporations for a variety of clients in the real estate, private equity and emerging business industries
Lead the execution of assigned client engagements including budget, review of tax returns completed by other tax staff, calculations of estimated payments and tax extension filings
Supervise and review the work of other tax staff on large and complex tax engagements
Keep firm tax managers and partners informed on the progress of the engagement as well as any important issues discovered that need resolution
Research tax issues and findings that may impact clients' federal, state and local tax planning projects
Conduct online tax research using tools such CCH Intelliconnect and tax preparation using CCH Axcess and other applicable tax software programs
Communicate on behalf of clients with the IRS, state and local authorities and represent clients at any potential tax audits
Advise clients on critical issues that impact their financial portfolio and provide solutions and quality tax service to the clientsâ satisfaction
Develop and sustain good working relationships with clients
Participate in client proposal opportunities when required
Bachelor of Science degree in Accounting or a business-related field of study
Advanced tax degrees (MST, JD, LLM) are preferred
CPA license, EA certification or the pursuit of either designation
3-5 years of corporate tax experience working in a CPA firm, a professional services practice or a large corporate tax department
Work experience with real estate, private equity or emerging businesses
An understanding of individual taxation
Demonstrated aptitude in problem solving and decision making
Demonstrated success in completing client engagements with satisfaction and within budget
Strong computer skills including proficiency with Microsoft Office tools
Working knowledge of CCH Axcess and other tax preparation and research software programs
Excellent interpersonal and communication skills (both oral and written)
Excellent analytical, organizational and project management skills
Ability to work extra hours when needed and travel to client locations when required
Competitive base salary and incentive compensation plan
A comprehensive, competitive benefits package that includes medical, dental and life insurance plans, a generous paid daysâ off (PDO) plan, and a competitive 401k Plan
A dynamic, diverse work experience in a growing global organization
An inclusive, client-centered environment where you can develop new skills, enhance your overall business knowledge and work with world-class professionals
Intensive customized training, including in-house leadership development programs, continuing professional education courses, and both classroom and on-the-job training
Opportunity for International Mobility experiences are also made available

]]> Mon, 11 Jan 2021 00:00:00 PST 0 <![CDATA[Fund Accountant ]]> Fund Accountant

Our Real Estate client is looking to expand their Real Estate business and add a Fund Accountant to their team.

This company is one of the leading and most successful owners, operators and investors in the real estate industry. As a Fund Accountant for this business, you will be heavily utilized across multiple areas and not only be involved in typical accounting activities but also involved in fund operations.

Some of your responsibilities will include:

Preparation of financial statements in accordance with US GAAP Investment Company Accounting
Compile, analyze and prepare fundsâ financial data and operating metrics
Coordinate with fund administrator for accounting and reporting matters
0-2 years experience
Real Estate Fund experience a plus
CPA preferred but not required

If youâre a candidate with this type of background please send apply and your resume over!
]]> Sat, 02 Jan 2021 00:00:00 PST 0 <![CDATA[Fund Accounting Manager]]> Fund Accounting Manager

Our Real Estate client is looking to expand their Real Estate business and add a Fund Accounting Manager to their team.

This company is one of the leading and most successful owners, operators and investors in the real estate industry. As a Fund Accounting Manager for this business, you will be heavily utilized across multiple areas and not only be involved in typical accounting activities but also involved in fund operations.

Some of your responsibilities will include:

Review quarterly property level books.
Review, prepare and coordinate the consolidated investor quarterly reports and annual financial statements.
Manage the annual audit process and respond to audit.
Assist with preparation of annual investor conference materials.
Prepare quarterly and annual tax projection calculations.
Prepare quarterly & annual REIT compliance testing.
Assist with the compliance of Partnership agreements.
Assist with the accounting for transactions such as acquisitions, dispositions, joint ventures and loan closings including validating settlement statement, providing funding, and booking transactions.
Respond to investor requests for information and inquiries, including preparation of account statements, debt and asset information, and audit confirmations.
Review weekly cash projections.
Review bank reconciliations.
Preparation of consolidated cash flow models.
Manage Fund Accounting Staff.

Requirements

Bachelors Degree in Accounting required.
Big 4 public accounting experience strongly preferred.
Minimum 4 years experience in Accounting.
Knowledge of MS Office Suite, including Word, Excel, and Outlook.
Experience with Yardi is a plus.
CPA license strongly preferred
Must be able to work independently and also within a team department.

If youâre a candidate with this type of background please apply send your resume over!
]]> Sat, 02 Jan 2021 00:00:00 PST 0 <![CDATA[Fund Senior Accountant]]> Senior Fund Accountant

Our Real Estate client is looking to expand their Real Estate business and add a Senior Fund Accountant to their team.

Responsibilities:

This individual will report to the Fund Accounting Controller and will lead all work flow and ownership of Fund-level and joint venture reporting. Primary responsibilities will include:

Financial reporting â Provide the primary oversight, review and sign off of Funds' financial statements and regulatory filings; coordination of all audit efforts with service providers and external auditors
Tax Compliance â Provide the primary oversight, preparation, and coordination of tax compliance efforts
Transaction â Act as a liaison in a very transaction-based environment. This includes working with due diligence and external counsel to close transactions including the acquisition of properties, dispositions, and complex joint venture arrangements
Debt Oversight â prepare lender compliance, lender reporting, and overall analysis of debt structure
Analytical projects - Preparation of consolidated cash flow models, projected earnings, and other special projects with portfolio analysts and the Director, Investor Reporting
Assist with preparation of annual investor conference materials
Respond to investor requests for information and inquiries
Prepare quarterly & annual REIT compliance testing
Assist with the preparation of compliance for Partnership agreements
Coordinate capital calls and distributions to and from investors, including working closely with bank contacts
Review weekly cash projections
Review bank reconciliations

Qualifications:

The ideal candidate will have 3+ years of financial reporting experience; Big 4 Public Accounting firm and/or relevant industry experience is preferred
Degree in Accounting, Finance or Investments and related professional development work or designations (CPA, CFA, other) is a must
Ability to effectively prioritize competing demands, to communicate complex issues in a clear, succinct way to peers and to senior executives
Experience with MRI accounting software is a plus
Must be passionate about real estate and want to work in a fast paced environment

]]> Sat, 02 Jan 2021 00:00:00 PST 0 <![CDATA[Audit Staff ]]> Audit Associate

We focus on helping forward-thinking, entrepreneurial organizations with assurance and advisory services designed to help companies with compliance, reporting and strategic planning.

We provide our clients with the added bonus of having access to industry resources and benchmarking that highlight emerging trends and inspire thoughtful discussions amongst peers and industry leaders through our events, blogs and publications.

Our team prides itself on its ability to understand the strategic vision of our clients and work toward common goals while maintaining the proper level of independence. We are looking for employees that are more than just auditors, but strive to be true advisors and collaborators with our clients.

Responsibilities

Associates are given a wide variety of diversified accounting assignments under the supervision of different professionals. Performance is based on the quality of work, application of accounting knowledge, and ability to meet time constraints.
Performs audit, review or compilation procedures as assigned by supervisors.
Assists in proofing financial statements and other documents if appropriate.
Participate in the planning of our engagementsâaudits, reviews, or compilations.
Assist in the preparation of financial statements and apply areas of GAAP.
Provides input to the engagement team on suggestions to improve client internal controls and accounting procedures.
Build relationships with, and speaks to, client personnel to obtain an understanding of their business operations, processes and functions.
Documents work completed by preparing workpapers within firm guidelines.
Prepares and indexes working papers; performs various procedures established under generally accepted accounting principles and generally accepted auditing standards to verify accuracy and validity of client's financial matters.

Qualifications

Bachelor's degree in Accounting or related field.
Proficiency with computer, spreadsheet software program, and calculator.
Knowledge of accounting principles.
Ability to communicate clearly and concisely.
Working toward obtaining the license by taking and passing the applicable state CPA exam.
Proficiency in use of computers.

]]> Thu, 17 Dec 2020 00:00:00 PST 0 <![CDATA[Audit Staff Associate]]> Audit Staff

Job Description:

High-performing accounting, tax and consulting firm with significant national presence in strategic US geographies.

Our Audit practice is seeking an experienced Audit professional to join our team in our Los Angeles office. As an Audit Staff in this practice we will provide you the opportunity to provide a range of assurance support and business advice to a variety of manufacturing, distribution and technology industries, large corporations and multi-national companies, and help solve complex business issues that impact our clients' financial situation.

Our firm has given our employees the option of working remotely at this time.

Professional Responsibilities:

Assist in the execution, reporting and completion of financial audits of assigned manufacturing, distribution and technology clients
Gain a comprehensive understanding of clients' operations, processes and business objectives
Assist in the review and evaluation of clients' financial risk, reporting and internal controls
Demonstrate your understanding of accounting and auditing concepts and apply them to assigned client situations
Demonstrate your critical thinking and the ability to learn and adapt the audit approach to the changing client environment
Work with other audit professionals to identify and help resolve client issues discovered during the audit
Provide support to help determine the validity of financial statements, business critical information and processes determined during the audit
Keep engagement audit senior and manager informed of the status of any issues identified that may impact the client
Maintain a good, professional working relationship with clients to enhance client satisfaction
Uphold the firm's code of ethics and business conduct, and adhere to strict client confidentiality

Qualifications:

Bachelor of Science degree in Accounting or a business-related field of study
An advanced degree (Masters' degree) is a plus
CPA or CPA eligible, including the minimal educational 150 credit hours required for licensure
1-3 years of relevant work experience in auditing services in a CPA firm or professional services practice
Progressive technical accounting skills with an understanding in US GAAP, GAAS and IFRS reporting
Experience working with manufacturing, distribution, technology, large corporations and multi-national companies and entities
Ability to complete assigned tasks and competing priorities in a fast-paced, interactive results-based environment
Strong computer skills including proficiency in Microsoft Office Suite
Working knowledge of ProSystem Engagement and audit preparation software programs
Excellent interpersonal and communication skills (both oral and written)
Excellent analytical, organizational and project management skills
Ability to work extra hours as needed and travel to various client locations

What We Offer:

Competitive base salary and incentive compensation plan
A comprehensive, competitive benefits package that includes medical, dental and life insurance plans, a generous paid days' off (PDO) plan, and a competitive 401k Plan
A dynamic, diverse work experience in a growing global organization
An inclusive, client-centered environment where you can develop new skills, enhance your overall business knowledge and work with world-class professionals
Intensive customized training, including in-house leadership development programs, continuing professional education courses, and both classroom and on-the-job training
Opportunity for International Mobility experiences are also made available

]]> Wed, 09 Dec 2020 00:00:00 PST 0 <![CDATA[Tax Manager - Tax Director]]> Tax Manager

Locally owned and managed accounting firm in the greater Austin area, known for the exceptional work-life balance offered to its employees, is seeking experienced tax talent to join their growing team.

Highly regarded in the Austin community and the accounting industry at large, the firm has received numerous prestigious awards

Required Qualifications:

A minimum of 5 years of relevant tax experience at a public accounting firm (preferably a Big 4, national, regional or large local firm) in one of the below areas:
Serving high net worth individuals and families and consulting and compliance experience working with personal, estate/gift & trust tax issues
Serving real estate businesses, consulting and compliance experience working with multi-state business entities, and experience reviewing partnership agreements and apply concepts for allocation purposes
Serving business entities, consulting and compliance experience working with multi-state business entities, experience working with FASB ASC 740, and experience in addressing U.S. tax aspects of companies doing business abroad
Experience in addressing U.S. tax aspects of companies doing business abroad
Excellent research skills and strong written and verbal communications and people skills
Excellent technology, project management and presentation skills
CPA certification

Preferred Qualifications:

Advanced degree in taxation preferred

]]> Fri, 04 Dec 2020 00:00:00 PST 0 <![CDATA[Tax Senior - Tax Manager]]> Tax Senior - Tax Manager
Seeking Partner Track CPA …
This is an exceptional opportunity for a special candidate to join a mid-size accounting firm located in downtown San Francisco. We are seeking a CPA with strong leadership potential and the following “must” qualifications:

CPA (not a candidate)
accounting experience
4 â 12 years of experience; at least some of which with a Big 4 firm
superior technical knowledge
demonstrated or perceived leadership ability
preference will be given commercial/corporate tax experience, but (very) strong individual/trust or audit experience and knowledge may be acceptable
prefer an existing book of business, but not absolutely necessary…would, however, need to be able to demonstrate a strong potential for successful business development
very competitive compensation and benefits package depending upon experience, EOE

]]> Mon, 30 Nov 2020 00:00:00 PST 0 <![CDATA[Senior Consultant - Accounting Advisory]]>

Participate in and/or lead project teams providing Accounting Advisory services

Communicate effectively with clients to convey project findings, updates and recommendations

Create presentations that effectively inform and influence client

Prepare high quality deliverables for management review

Collaborate with the company and client team members regarding business issues and potential solutions

Assist with project administration (e.g., project setup and planning, budgeting, account management, billing)

Act as role model, supervisor, coach, and mentor to Senior Consultants and Consultants on projects and within coaching families

Foster a spirit of collaboration among team members

Participate in advancing the firm's Accounting Advisory practice through committees and internal initiatives such as recruiting, business development, marketing, and knowledge sharing

Qualifications

5+ years of professional service/client facing consulting experience at a leading consulting firm, Big Four accounting firm, or commensurate experience
2+ years of experience leading projects/teams and mentoring junior team members
A bachelorâs degree (or higher) in accounting, finance, information systems, or a similar business or technical discipline
Strong operational and technical accounting background, including ability to research complex technical accounting issues independently
Professionalism and discretion in interacting with executives and clients
Proven track record of showing initiative
Excellent verbal and written communication skills
Strong attention detail and organizational skills
Creativity, confidence, and flexibility
High energy, enthusiasm and an entrepreneurial spirit!
Adaptable in high pressure situations
Self-starter that can work autonomously
Great sense of humor!

]]> Mon, 23 Nov 2020 00:00:00 PST 0 <![CDATA[Manager- Accounting Advisory]]>

Provide guidance on all areas involving accounting/finance functions to include: financial reporting, operational accounting, technical accounting, transactions

Manage client accounts, projects, and engagements, including: work plans, staffing, deadlines, and budgets throughout all lifecycle phases â strategy, goal-setting, deliverables, and maintaining an integrated project plan

Create presentations that effectively inform and influence client decisions

Act as role model, supervisor, coach, and mentor to Managing Consultants, Senior Consultants and Consultants on projects and within coaching families

Manage teams and individuals by tracking and directing performance against objectives

Develop timely resolutions to issues, risks, and project team conflicts

Foster a spirit of collaboration among team members

Required Experience & Qualifications:

5+ years of experience advising commercial companies in one or more of the following areas:
Financial Reporting (e.g. SEC reporting, restatements, correction of errors, 10-K, 10-Q)
Operational Accounting (e.g. streamlining monthly close process, preparing/facilitating the external audit process, improving FP&A functions)
Implementing new accounting policy (e.g. ASC 606 revenue recognition, ASC 842 leases)
Prior experience in professional services (public accounting or advisory firm), preferably at the “Big Four” or global management consulting firm (e.g. Ernst & Young, Deloitte, KPMG, PWC, Navigant, FTI, Accenture, IBM)
In depth knowledge of accounting standards (U.S. GAAP and/or IFRS)
Consistent success in building and developing strong client relationships
Strong leadership skills with the ability to foster an environment of collaboration and excellence
Detail oriented with the ability to think from a “big picture” perspective
Creativity, confidence, and flexibility
High energy, enthusiasm and an entrepreneurial spirit

Additional Experience Desired in One or More of the Following Areas:

Experience supporting transactions as a result of, or in preparation for, one or more of the following areas: mergers and acquisitions, divestitures, spin-off, carve-out, IPO
Experience supporting internal audit and/or risk services in one or more of the following areas: internal audit, Sarbanes-Oxley Compliance, governance
Experience advising commercial companies in one or more of the following areas: finance optimization, operations improvement, business process improvement, change management, program or project management, data analytics, robotic process automation (RPA)

Certifications Desired:

CPA, CIA, CFA, CA, CISA, CISM, CIPP, PMP

Education:

Bachelorâs degree (or higher) in Accounting, Business, Finance or other technical discipline

]]> Mon, 23 Nov 2020 00:00:00 PST 0 <![CDATA[Director- Accounting Advisory]]>

15+ years of relevant accounting experience advising publicly traded companies on various technical accounting policies and standards (e.g. ASC 606, ASC 842, ASC 326)

Prior experience in professional services (public accounting or advisory firm), preferably at a large, global accounting firm or with a management consulting firm

In depth knowledge of accounting standards (U.S. GAAP and/or IFRS)

Desired Experience and Qualifications

Certified Public Accountant (CPA)
Demonstrated track record of establishing credibility both internally and externally
Proven leader with the ability to foster an environment of collaboration and excellence
Passionate about building, developing, motivating, and leading others
Strong attention to detail with the ability to think from a “big picture” perspective
Creativity, confidence, and flexibility
High energy, enthusiasm, and an entrepreneurial spirit

Education

Bachelorâs degree (or higher) in Accounting, Business, Finance or other technical discipline

]]> Mon, 23 Nov 2020 00:00:00 PST 0 <![CDATA[Tax Associate - Tax Senior Associate]]> SENIOR ASSOCIATE â TAX

JOB DESCRIPTION

As Senior Associate, you will be responsible for such duties and responsibilities that are normally associated with your position, which include, but are not limited to the activities enumerated below:

Leads and manages multiple tax engagements to deliver quality tax services;
Reviews federal and state income tax returns for individuals, partnerships, corporations, and exempt organizations;
Acts as a resource for tax associates;
Involved in tax planning and estimates;
Delegates and supervises the work of tax associates;
Contributes to the client service teams by producing quality work with quick turnaround and ensuring a smooth flow of tax returns;
Responsible for establishing engagement letters and all related compliance framework;
Leads tax software and technology process development and enhancements;
Establishes workflow and timelines as it relates to projects;
Conducts performance evaluation to tax associates and help improve the staffâs work
performance;
Solicits feedback on tax season performance and formulate an action plan for the following year incorporating that feedback;
Facilitates in-house tax training;
Develops and identifies the capability of the firm to provide additional needed services for clients in the taxation area;

In addition to the above functions, you may also be expected, from time to time, to assist in other non-operations work, as the need arises, and as determined by the Associate Directors, Directors and Managing Directors.

Job Specifications:

Graduate of Bachelorâs degree in Accounting or any related field;
Preferably a Certified Public Accountant (CPA) or Chartered Accountant (CA);
At least 1 to 5 years of experience as Tax Senior Associate;
Must have experienced managing staff;
Experience in Tax Compliance in the Alternative Investment Industry is an advantage;
A team player; must be able to work individually and as part of a team;
Has a good business understanding of financial concepts and tax procedures;
Analytical and very detail-oriented;
Flexibility to expand work hours as necessary and support business needs

]]> Tue, 17 Nov 2020 00:00:00 PST 0 <![CDATA[Tax Associate - Tax Senior Associate]]> SENIOR ASSOCIATE â TAX

JOB DESCRIPTION

As Senior Associate, you will be responsible for such duties and responsibilities that are normally associated with your position, which include, but are not limited to the activities enumerated below:

Leads and manages multiple tax engagements to deliver quality tax services;
Reviews federal and state income tax returns for individuals, partnerships, corporations, and exempt organizations;
Acts as a resource for tax associates;
Involved in tax planning and estimates;
Delegates and supervises the work of tax associates;
Contributes to the client service teams by producing quality work with quick turnaround and ensuring a smooth flow of tax returns;
Responsible for establishing engagement letters and all related compliance framework;
Leads tax software and technology process development and enhancements;
Establishes workflow and timelines as it relates to projects;
Conducts performance evaluation to tax associates and help improve the staffâs work
performance;
Solicits feedback on tax season performance and formulate an action plan for the following year incorporating that feedback;
Facilitates in-house tax training;
Develops and identifies the capability of the firm to provide additional needed services for clients in the taxation area;

Graduate of Bachelorâs degree in Accounting or any related field;
Preferably a Certified Public Accountant (CPA) or Chartered Accountant (CA);
At least 1 to 5 years of experience as Tax Senior Associate;
Must have experienced managing staff;
Experience in Tax Compliance in the Alternative Investment Industry is an advantage;
A team player; must be able to work individually and as part of a team;
Has a good business understanding of financial concepts and tax procedures;
Analytical and very detail-oriented;
Flexibility to expand work hours as necessary and support business needs

Leads and manages multiple tax engagements to deliver quality tax services;
Reviews federal and state income tax returns for individuals, partnerships, corporations, and exempt organizations;
Acts as a resource for tax associates;
Involved in tax planning and estimates;
Delegates and supervises the work of tax associates;
Contributes to the client service teams by producing quality work with quick turnaround and ensuring a smooth flow of tax returns;
Responsible for establishing engagement letters and all related compliance framework;
Leads tax software and technology process development and enhancements;
Establishes workflow and timelines as it relates to projects;
Conducts performance evaluation to tax associates and help improve the staffâs work
performance;
Solicits feedback on tax season performance and formulate an action plan for the following year incorporating that feedback;
Facilitates in-house tax training;
Develops and identifies the capability of the firm to provide additional needed services for clients in the taxation area;

Graduate of Bachelorâs degree in Accounting or any related field;
Preferably a Certified Public Accountant (CPA) or Chartered Accountant (CA);
At least 1 to 5 years of experience as Tax Senior Associate;
Must have experienced managing staff;
Experience in Tax Compliance in the Alternative Investment Industry is an advantage;
A team player; must be able to work individually and as part of a team;
Has a good business understanding of financial concepts and tax procedures;
Analytical and very detail-oriented;
Flexibility to expand work hours as necessary and support business needs

]]> Tue, 17 Nov 2020 00:00:00 PST 0 <![CDATA[Tax Supervisor - Tax Manager]]> Tax Manager

Summary

Utilizing a state-of-the-art technology platform, we go beyond the numbers to provide invaluable financial and operational insight to a diverse array of dynamic clients â from enduring institutions to disruptive start-ups. By delivering strategic guidance with a personal touch, we are reshaping ideas of what a CPA firm is capable of â and give our professionals the support to self-determine the path their career takes.

Job Details

Looking for motivated, hard working and dynamic Tax Manager with a strong passion for public accounting and tax services to join the team. A career in our public Tax sector will provide you with the opportunities to learn and develop technical skills in order to prep and execute returns of all kinds and industries.

This Tax Manager role will perform advanced level accounting functions related to tax specifications and perform as a lead by assigning work and providing guidance to lower level associates. In this role the Tax Manager will be responsible for advising clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. The Tax Manager is charged with applying knowledge to understand potential tax issues, and recognizing and communicating potential risks and potential changes in the tax policy.

Core Responsibilities & Essential Functions:

Leading Managing and Holding People Accountable (LMA)
Understand and assist in execution of growth strategies (research calls, pipeline management, COPs, etc.)
Manage the engagement (job) project management, billing, ensures QC (technical) standards
Take care of the client (meets deadlines, timely communication)
Develop engagement team (prepares seniors to the next level)
Efficiently review engagement work papers and tax returns for Partnerships and high net worth individuals

Effective at supervising and training staff to prepare returns
Possess a solid command of pertinent IRC sections and regulations
Develop an expertise in responding to tax authority notices and client representation
Oversee and supervise multiple engagements in progress simultaneously
Manage client accounts including billing, fee analysis and new service development
Provide effective feedback to mentors and supervisory, senior and staff accountants
Research complex tax matters and clearly communicate findings and recommendations
Meet challenging client requirements and provide exceptional service
Consistently display excellent written, verbal, and listening communication skills
Identify new business development opportunities and assist in growing existing client services

Working Conditions:

Work is performed in a business office environment with limited privacy and exposure to general office environment noise from others conducting business
Overnight travel is required approximately 10% of time.

Minimum Qualifications:

Bachelorâs degree in Accounting or related field required; Master of Tax preferred
Minimum 4 years of experience in a public accounting firm or related experience
CPA license required, MBA, JD, LLM possible to be in lieu of CPA
Previous experience supervising and training staff and Seniors preferred
Excellent written and verbal communication and interpersonal skills
Strong organizational techniques are required
Must be highly motivated and experienced in managing multiple client engagements
Must begin to attain visibility and recognition within their industry specialization
Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)

]]> Fri, 13 Nov 2020 00:00:00 PST 0 <![CDATA[CFO]]> CFO

Job Description

We are currently seeking an experienced, highly motivated executive to lead the finance and accounting functions across multiple offices as a CFO in our Newport Beach, CA office. The position will collaborate with the Leadership Team, the Board of Directors and the Accounting Team. Selected candidate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. The successful candidate will have a demonstrated track record of educational achievement and experience working in a high-growth wealth management platform.

Responsibilities:

Provide leadership to the organization that supports the companyâs business plan and overall strategic vision
Develop financial goals and operational targets consistent with the companyâs 5 year plan by spearheading the development, communication and execution of effective growth strategies and processes
Develop operational model to achieve organic and inorganic revenue
Accurately forecast cash flows and manage capital structure to ensure sufficient capital and liquidity are available to achieve growth plans
Work with the CEO to obtain favorable financial results with respect to profitability, cash flow, mergers and acquisitions, systems, reporting and controls
Create effective measurement tools to evaluate the proficiency and effectiveness of internal and external processes
Work closely with members of the leadership team to build, implement and roll out plans for operational processes, internal infrastructures, reporting procedures and company policies all designed to foster growth, profitably and efficiencies within the company
Refine corporate budgeting process to prepare for Board approval prior to start of new fiscal year
Coordinate operational due diligence with business unit leaders and lead oversight of quality of earnings / financial data review

Qualifications

Bachelorâs degree required (Finance, Business or Economics preferred)
5-10+ years of relevant experience working with high-net worth individuals; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
Excellent interpersonal and verbal/written skills
Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
Experience working with a multi-site workforce
Successful track record implementing first time audit processes and upgrading financial/reporting systems

]]> Wed, 11 Nov 2020 00:00:00 PST 0 <![CDATA[M&A TAS Tax Senior]]> TAS Tax Senior Associate

Job Summary

The Transaction Advisory Services Tax Senior Associate is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the Transaction Advisory Services Tax strategy. The Mergers and Acquisitions (M&A) Tax group, part of the Transaction Advisory Services (TAS) practice services include deal structuring, due diligence, post-deal integration, tax attribute management, and opinions and ruling requests.

Experience:

Two (2) or more years of relevant experience

Education/License/Certifications:

Bachelorâs degree required
J.D., LL.M. in Taxation, and/or Masterâs in Taxation (MST) from an accredited college/university preferred
CPA License and/or J.D. preferred

Software:

Strong Excel, Word and PowerPoint skills preferred

Other Knowledge, Skills & Abilities:

Excellent tax research skills, including mastery of Checkpoint, CCH and/or Lexis

Experience managing multiple client engagements an client service teams

Excellent verbal and written communication skills

Ability to articulate complex information when providing crucial negotiation insights, etc.

Strong self-motivation with the ability to work in a dynamic, time-sensitive environment with varying deliverables and changing requirements
]]> Mon, 09 Nov 2020 00:00:00 PST 0 <![CDATA[Audit & Assurance Senior]]> Audit & Assurance Senior

Overview:

We are a forward-thinking, full-service accounting firm providing modern solutions to businesses across the globe. We focus on comprehensive assurance, tax, and consulting services for our clients, and we provide our people and our community with the resources to lead meaningful and purposeful lives.

While we are a large California-based accounting firm, our flexible work locations and schedules mean we have professionals across the continent. Our teams and our clients drive us to provide quality services and ignite unique insights and ideas that contribute to our continued success. Our clients come from different backgrounds and industries, which keep our people intellectually challenged every day.

Our initiatives and ideals lead to our continued recognition as one of the “Best Places to Work”.

We are dedicated to providing meaningful careers for all of our employees along with fostering an environment that allows an integrated lifestyle. Our flexible culture allows our professionals to live a balanced lifestyle between their work responsibilities and personal commitments.

We have:

Consistent recognition as one of the “Best Places to Work”
Summer Hours â Leave early on Friday afternoons from June to August!
Flexibility in your day-to-day work schedule
Rich diversity in the clients, industries, and overall work

You have (requirements):

Licensed CPA, or in the process of obtaining the CPA.
BS/BA degree in Accounting, Finance or related field.
2+ yearsâ experience in public accounting in a variety of industries including Technology, Life Sciences, Consumer Products, Financial services, or Non-Profits; SEC experience preferred.
Experience auditing complex accounts like inventory, revenue, equity / stock options, etc.
Demonstrated leadership/supervisor experience.
Excellent oral and written communication skills.
Strong desire to continuously learn.
Competently analyzes and prioritizes information to make appropriate recommendations.
Ability to synthesize all forms of research into clear, thoughtful, actionable deliverables.
Understands client needs, identifies root causes of problems, and implements pragmatic solutions.

You will (job responsibilities):

Responsible for day-to-day planning and execution of multiple client engagements throughout the year.
Supervise associate level professionals and delegate engagement responsibilities.
Responsible for communicating and resolving all issues that arise during the audit engagement with the support of the engagement manager.
Develop and execute audit strategy from planning to reporting.
Develop and maintain client relationships, thus driving client satisfaction.
Research, understand and apply complex accounting concepts and auditing procedures.
Draft financials and report audit findings (both verbal and written).
Develop, motivate and mentor associates by providing training, regular feedback and career guidance while fostering a team environment.

]]> Fri, 06 Nov 2020 00:00:00 PST 0 <![CDATA[Audit & Assurance Senior]]> Audit & Assurance Senior

Overview:

We are a forward-thinking, full-service accounting firm providing modern solutions to businesses across the globe. We focus on comprehensive assurance, tax, and consulting services for our clients, and we provide our people and our community with the resources to lead meaningful and purposeful lives.

While we are a large California-based accounting firm, our flexible work locations and schedules mean we have professionals across the continent. Our teams and our clients drive us to provide quality services and ignite unique insights and ideas that contribute to our continued success. Our clients come from different backgrounds and industries, which keep our people intellectually challenged every day.

Our initiatives and ideals lead to our continued recognition as one of the “Best Places to Work”.

We are dedicated to providing meaningful careers for all of our employees along with fostering an environment that allows an integrated lifestyle. Our flexible culture allows our professionals to live a balanced lifestyle between their work responsibilities and personal commitments.

We have:

Consistent recognition as one of the “Best Places to Work”
Summer Hours â Leave early on Friday afternoons from June to August!
Flexibility in your day-to-day work schedule
Rich diversity in the clients, industries, and overall work

You have (requirements):

Licensed CPA, or in the process of obtaining the CPA.
BS/BA degree in Accounting, Finance or related field.
2+ yearsâ experience in public accounting in a variety of industries including Technology, Life Sciences, Consumer Products, Financial services, or Non-Profits; SEC experience preferred.
Experience auditing complex accounts like inventory, revenue, equity / stock options, etc.
Demonstrated leadership/supervisor experience.
Excellent oral and written communication skills.
Strong desire to continuously learn.
Competently analyzes and prioritizes information to make appropriate recommendations.
Ability to synthesize all forms of research into clear, thoughtful, actionable deliverables.
Understands client needs, identifies root causes of problems, and implements pragmatic solutions.

You will (job responsibilities):

Responsible for day-to-day planning and execution of multiple client engagements throughout the year.
Supervise associate level professionals and delegate engagement responsibilities.
Responsible for communicating and resolving all issues that arise during the audit engagement with the support of the engagement manager.
Develop and execute audit strategy from planning to reporting.
Develop and maintain client relationships, thus driving client satisfaction.
Research, understand and apply complex accounting concepts and auditing procedures.
Draft financials and report audit findings (both verbal and written).
Develop, motivate and mentor associates by providing training, regular feedback and career guidance while fostering a team environment.

]]> Fri, 06 Nov 2020 00:00:00 PST 0 <![CDATA[Audit & Assurance Senior]]> Audit & Assurance Senior

Overview:

We are a forward-thinking, full-service accounting firm providing modern solutions to businesses across the globe. We focus on comprehensive assurance, tax, and consulting services for our clients, and we provide our people and our community with the resources to lead meaningful and purposeful lives.

While we are a large California-based accounting firms, our flexible work locations and schedules mean we have professionals across the continent. Our teams and our clients drive us to provide quality services and ignite unique insights and ideas that contribute to our continued success. Our clients come from different backgrounds and industries, which keep our people intellectually challenged every day.

Our initiatives and ideals lead to our continued recognition as one of the “Best Places to Work”.

We are dedicated to providing meaningful careers for all of our employees along with fostering an environment that allows an integrated lifestyle. Our flexible culture allows our professionals to live a balanced lifestyle between their work responsibilities and personal commitments.

We have:

Consistent recognition as one of the “Best Places to Work”
Summer Hours â Leave early on Friday afternoons from June to August!
Flexibility in your day-to-day work schedule
Rich diversity in the clients, industries, and overall work

You have (requirements):

Licensed CPA, or in the process of obtaining the CPA.
BS/BA degree in Accounting, Finance or related field.
2+ yearsâ experience in public accounting in a variety of industries including Technology, Life Sciences, Consumer Products, Financial services, or Non-Profits; SEC experience preferred.
Experience auditing complex accounts like inventory, revenue, equity / stock options, etc.
Demonstrated leadership/supervisor experience.
Excellent oral and written communication skills.
Strong desire to continuously learn.
Competently analyzes and prioritizes information to make appropriate recommendations.
Ability to synthesize all forms of research into clear, thoughtful, actionable deliverables.
Understands client needs, identifies root causes of problems, and implements pragmatic solutions.

You will (job responsibilities):

Responsible for day-to-day planning and execution of multiple client engagements throughout the year.
Supervise associate level professionals and delegate engagement responsibilities.
Responsible for communicating and resolving all issues that arise during the audit engagement with the support of the engagement manager.
Develop and execute audit strategy from planning to reporting.
Develop and maintain client relationships, thus driving client satisfaction.
Research, understand and apply complex accounting concepts and auditing procedures.
Draft financials and report audit findings (both verbal and written).
Develop, motivate and mentor associates by providing training, regular feedback and career guidance while fostering a team environment.

]]> Fri, 06 Nov 2020 00:00:00 PST 0 <![CDATA[Audit & Assurance Senior]]> Audit & Assurance Senior (Anywhere in US)

Overview:

We are a forward-thinking, full-service accounting firm providing modern solutions to businesses across the globe. We focus on comprehensive assurance, tax, and consulting services for our clients, and we provide our people and our community with the resources to lead meaningful and purposeful lives.

While we are a large California-based accounting firms, our flexible work locations and schedules mean we have professionals across the continent. Our teams and our clients drive us to provide quality services and ignite unique insights and ideas that contribute to our continued success. Our clients come from different backgrounds and industries, which keep our people intellectually challenged every day.

Our initiatives and ideals lead to our continued recognition as one of the “Best Places to Work”.

We are dedicated to providing meaningful careers for all of our employees along with fostering an environment that allows an integrated lifestyle. Our flexible culture allows our professionals to live a balanced lifestyle between their work responsibilities and personal commitments.

We have:

Consistent recognition as one of the “Best Places to Work”
Summer Hours â Leave early on Friday afternoons from June to August!
Flexibility in your day-to-day work schedule
Rich diversity in the clients, industries, and overall work

You have (requirements):

Licensed CPA, or in the process of obtaining the CPA.
BS/BA degree in Accounting, Finance or related field.
2+ yearsâ experience in public accounting in a variety of industries including Technology, Life Sciences, Consumer Products, Financial services, or Non-Profits; SEC experience preferred.
Experience auditing complex accounts like inventory, revenue, equity / stock options, etc.
Demonstrated leadership/supervisor experience.
Excellent oral and written communication skills.
Strong desire to continuously learn.
Competently analyzes and prioritizes information to make appropriate recommendations.
Ability to synthesize all forms of research into clear, thoughtful, actionable deliverables.
Understands client needs, identifies root causes of problems, and implements pragmatic solutions.

You will (job responsibilities):

Responsible for day-to-day planning and execution of multiple client engagements throughout the year.
Supervise associate level professionals and delegate engagement responsibilities.
Responsible for communicating and resolving all issues that arise during the audit engagement with the support of the engagement manager.
Develop and execute audit strategy from planning to reporting.
Develop and maintain client relationships, thus driving client satisfaction.
Research, understand and apply complex accounting concepts and auditing procedures.
Draft financials and report audit findings (both verbal and written).
Develop, motivate and mentor associates by providing training, regular feedback and career guidance while fostering a team environment.

Consistent recognition as one of the “Best Places to Work”
Summer Hours â Leave early on Friday afternoons from June to August!
Flexibility in your day-to-day work schedule
Rich diversity in the clients, industries, and overall work

You have (requirements):

Licensed CPA, or in the process of obtaining the CPA.
BS/BA degree in Accounting, Finance or related field.
2+ yearsâ experience in public accounting in a variety of industries including Technology, Life Sciences, Consumer Products, Financial services, or Non-Profits; SEC experience preferred.
Experience auditing complex accounts like inventory, revenue, equity / stock options, etc.
Demonstrated leadership/supervisor experience.
Excellent oral and written communication skills.
Strong desire to continuously learn.
Competently analyzes and prioritizes information to make appropriate recommendations.
Ability to synthesize all forms of research into clear, thoughtful, actionable deliverables.
Understands client needs, identifies root causes of problems, and implements pragmatic solutions.

You will (job responsibilities):

Responsible for day-to-day planning and execution of multiple client engagements throughout the year.
Supervise associate level professionals and delegate engagement responsibilities.
Responsible for communicating and resolving all issues that arise during the audit engagement with the support of the engagement manager.
Develop and execute audit strategy from planning to reporting.
Develop and maintain client relationships, thus driving client satisfaction.
Research, understand and apply complex accounting concepts and auditing procedures.
Draft financials and report audit findings (both verbal and written).
Develop, motivate and mentor associates by providing training, regular feedback and career guidance while fostering a team environment.

Consistent recognition as one of the “Best Places to Work”
Summer Hours â Leave early on Friday afternoons from June to August!
Flexibility in your day-to-day work schedule
Rich diversity in the clients, industries, and overall work

You have (requirements):

Licensed CPA, or in the process of obtaining the CPA.
BS/BA degree in Accounting, Finance or related field.
2+ yearsâ experience in public accounting in a variety of industries including Technology, Life Sciences, Consumer Products, Financial services, or Non-Profits; SEC experience preferred.
Experience auditing complex accounts like inventory, revenue, equity / stock options, etc.
Demonstrated leadership/supervisor experience.
Excellent oral and written communication skills.
Strong desire to continuously learn.
Competently analyzes and prioritizes information to make appropriate recommendations.
Ability to synthesize all forms of research into clear, thoughtful, actionable deliverables.
Understands client needs, identifies root causes of problems, and implements pragmatic solutions.

You will (job responsibilities):

Responsible for day-to-day planning and execution of multiple client engagements throughout the year.
Supervise associate level professionals and delegate engagement responsibilities.
Responsible for communicating and resolving all issues that arise during the audit engagement with the support of the engagement manager.
Develop and execute audit strategy from planning to reporting.
Develop and maintain client relationships, thus driving client satisfaction.
Research, understand and apply complex accounting concepts and auditing procedures.
Draft financials and report audit findings (both verbal and written).
Develop, motivate and mentor associates by providing training, regular feedback and career guidance while fostering a team environment.

Consistent recognition as one of the “Best Places to Work”
Summer Hours â Leave early on Friday afternoons from June to August!
Flexibility in your day-to-day work schedule
Rich diversity in the clients, industries, and overall work

You have (requirements):

Licensed CPA, or in the process of obtaining the CPA.
BS/BA degree in Accounting, Finance or related field.
2+ yearsâ experience in public accounting in a variety of industries including Technology, Life Sciences, Consumer Products, Financial services, or Non-Profits; SEC experience preferred.
Experience auditing complex accounts like inventory, revenue, equity / stock options, etc.
Demonstrated leadership/supervisor experience.
Excellent oral and written communication skills.
Strong desire to continuously learn.
Competently analyzes and prioritizes information to make appropriate recommendations.
Ability to synthesize all forms of research into clear, thoughtful, actionable deliverables.
Understands client needs, identifies root causes of problems, and implements pragmatic solutions.

You will (job responsibilities):

Responsible for day-to-day planning and execution of multiple client engagements throughout the year.
Supervise associate level professionals and delegate engagement responsibilities.
Responsible for communicating and resolving all issues that arise during the audit engagement with the support of the engagement manager.
Develop and execute audit strategy from planning to reporting.
Develop and maintain client relationships, thus driving client satisfaction.
Research, understand and apply complex accounting concepts and auditing procedures.
Draft financials and report audit findings (both verbal and written).
Develop, motivate and mentor associates by providing training, regular feedback and career guidance while fostering a team environment.

]]> Fri, 06 Nov 2020 00:00:00 PST 0 <![CDATA[Tax Manager]]> Tax Manager

POSITION SUMMARY

As a Manager you will be responsible for the successful delivery of tax and accounting services to clients, while managing a team of Staff and Senior Accountants.

You will work closely with the partners and Office Managing Partner to increase efficiencies, develop and train the firmâs staff, and improve earnings.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Manage client relationships and work closely with partners in servicing clients
Recognize opportunities to provide additional services to existing clients
Participate in networking and other business development opportunities to develop new clients

Manage multiple tax and audit engagements, including the scheduling, staffing, supervision, and timely completion of each engagement
Efficiently use available resources to meet deadlines and balance workloads
Develop staff through training, mentoring and coaching
Assume billing responsibilities for assigned clients

KNOWLEDGE, SKILLS & ABILITIES

As a Manager, having the following knowledge, skills and abilities will give you the best chance to succeed in this position:

High proficiency in performing accounting and tax engagements
High proficiency in tax research, and solid understanding of Internal Revenue Code sections, and state and local regulations
Technical proficiency and solid experience supervising complete engagements, and the ability to manage client relationships
Demonstrated high level of proficiency in the use of firm standard software, such as Lacerte, ProSystems FX, Excel,
Excellent interpersonal and communication skills
A focus on client service, with a specific emphasis on tax planning and compliance for individuals and entities
Ability to work effectively with partners and clients to maintain high client service levels while simultaneously identifying additional client service opportunities
Interest in participating in firm-wide initiatives to improve the client experience, build a rewarding culture for our employees, and serve our local communities
Demonstrated ability to work both independently and with a team
Ability to manage a wide variety of multiple projects, assignments and deadlines, and to delegate effectively
Strong experience in managing and developing others

MINIMUM REQUIREMENTS

To be considered as a Manager you must meet the following minimum requirements:

Bachelorâs Degree with a major or concentration in accounting, tax, or related field
Masterâs in Accounting, actively working toward a Masterâs degree, or equivalent
Minimum of five years of progressively responsible experience with a public accounting firm
Hold a current and valid CPA license
Applicant will be required to submit to a criminal background check upon receipt of a conditional offer

]]> Thu, 05 Nov 2020 00:00:00 PST 0 <![CDATA[Tax Senior Accountant]]> Tax Senior Accountant

POSITION SUMMARY

As a Tax Senior Accountant, you will plan and supervise a wide variety of engagements and work to develop quality relationships with the firmâs clients. You will have the opportunity to progress and assume responsibility for effectively supervising engagements from initial planning through to the delivery to the client. You will also build your skills in supervising, coaching, training and mentoring Staff Accountants in a collaborative working environment.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Plan, supervise and complete routine tax and accounting engagements
Gain experience in building and managing client relationships
Develop analytical and problem-solving skills to assist clients in resolving issues
Prepare corporate, individual, partnership, fiduciary and other tax returns with minimum supervision
Review tax returns, workpapers and other documents prepared by others
Compile and review financial statements for partner review
As you gain experience, you will progress to assume responsibility for efficiently supervising all forms of financial statement engagements
Manage your time and projects and use effective prioritization and communication to manage staff workloads and complete multiple assignments in a timely manner
Effectively supervise, coach, train and mentor Staff Accountants

KNOWLEDGE, SKILLS & ABILITIES

As a Tax Senior Accountant, having the following knowledge, skills and abilities will give you the best chance to succeed in this position:

Technical knowledge sufficient to supervise staff accounts on financial statement audit, review and compilation engagements, as well as in the preparation of complex income tax returns.
Experience in preparing a wide variety of tax returns, and experience reviewing the work of others
Familiarity with pertinent Internal Revenue Code sections and regulations, research, techniques, and the various research sources available.
Thorough understanding of generally accepted auditing standards and common audit procedures and techniques
Strong knowledge of GAAP, OCBOA unique or specialized accounting principles, and financial statement presentation and disclosure
Demonstrated proficiency in the use of firm standard software, such as Lacerte, ProSystems FX, Excel,
Excellent interpersonal and communication skills
Ability to exercise sound judgment and maintain confidentiality in handling sensitive information
Demonstrated ability to work both independently and with a team
Ability to manage multiple projects, assignments and deadlines, and to delegate effectively
Experience in supervising, mentoring, coaching and training others

MINIMUM REQUIREMENTS

To be considered as a Tax Senior Accountant candidate you must meet the following minimum requirements:

Bachelorâs Degree with a major or concentration in accounting, tax, or related field
Minimum of two years of progressively responsible experience with a public accounting firm
Hold a current and valid CPA license, or have completed the educational requirements to sit for the CPA exams and be actively working toward obtaining the license
Applicant will be required to submit to a criminal background check upon receipt of a conditional offer
*Consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance and the California Fair Chance Act

]]> Thu, 05 Nov 2020 00:00:00 PST 0 <![CDATA[Tax Manager]]> Audit Manager

POSITION SUMMARY

As a Manager you will be responsible for the successful delivery of tax and accounting services to clients, while managing a team of Staff and Senior Accountants. You will have direct responsibility for developing and maintaining quality relationships with the firmâs clients. You will work closely with the partners and Office Managing Partner to increase efficiencies, develop and train the firmâs staff, and improve earnings. In addition, you will have the opportunity to play a key role on the firmâs Leadership Committee, suggesting and working on initiatives to ensure that we continue to have a thriving firm with a vibrant and inclusive culture. You will utilize and build your technical and personal skills in a collaborative working environment.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Manage client relationships and work closely with partners in servicing clients
Recognize opportunities to provide additional services to existing clients
Participate in networking and other business development opportunities to develop new clients

Manage multiple tax and audit engagements, including the scheduling, staffing, supervision, and timely completion of each engagement
Efficiently use available resources to meet deadlines and balance workloads
Develop staff through training, mentoring and coaching
Assume billing responsibilities for assigned clients

KNOWLEDGE, SKILLS & ABILITIES

As a Manager, having the following knowledge, skills and abilities will give you the best chance to succeed in this position:

High proficiency in performing accounting and tax engagements
High proficiency in tax research, and solid understanding of Internal Revenue Code sections, and state and local regulations
Technical proficiency and solid experience supervising complete engagements, and the ability to manage client relationships
Demonstrated high level of proficiency in the use of firm standard software, such as Lacerte, ProSystems FX, Excel,
Excellent interpersonal and communication skills
A focus on client service, with a specific emphasis on tax planning and compliance for individuals and entities
Ability to work effectively with partners and clients to maintain high client service levels while simultaneously identifying additional client service opportunities
Interest in participating in firm-wide initiatives to improve the client experience, build a rewarding culture for our employees, and serve our local communities
Demonstrated ability to work both independently and with a team
Ability to manage a wide variety of multiple projects, assignments and deadlines, and to delegate effectively
Strong experience in managing and developing others

MINIMUM REQUIREMENTS

To be considered as a Manager you must meet the following minimum requirements:

Bachelorâs Degree with a major or concentration in accounting, tax, or related field
Masterâs in Accounting, actively working toward a Masterâs degree, or equivalent
Minimum of five years of progressively responsible experience with a public accounting firm
Hold a current and valid CPA license
Applicant will be required to submit to a criminal background check upon receipt of a conditional offer

*Consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance and the California Fair Chance Act
]]> Thu, 05 Nov 2020 00:00:00 PST 0 <![CDATA[Audit Manager]]> Audit Manager

POSITION SUMMARY

As a Manager you will be responsible for the successful delivery of tax and accounting services to clients, while managing a team of Staff and Senior Accountants. You will have direct responsibility for developing and maintaining quality relationships with the firmâs clients. You will work closely with the partners and Office Managing Partner to increase efficiencies, develop and train the firmâs staff, and improve earnings. In addition, you will have the opportunity to play a key role on the firmâs Leadership Committee, suggesting and working on initiatives to ensure that we continue to have a thriving firm with a vibrant and inclusive culture. You will utilize and build your technical and personal skills in a collaborative working environment.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Manage client relationships and work closely with partners in servicing clients
Recognize opportunities to provide additional services to existing clients
Participate in networking and other business development opportunities to develop new clients

Manage multiple tax and audit engagements, including the scheduling, staffing, supervision, and timely completion of each engagement
Efficiently use available resources to meet deadlines and balance workloads
Develop staff through training, mentoring and coaching
Assume billing responsibilities for assigned clients

KNOWLEDGE, SKILLS & ABILITIES

As a Manager, having the following knowledge, skills and abilities will give you the best chance to succeed in this position:

High proficiency in performing accounting and tax engagements
High proficiency in tax research, and solid understanding of Internal Revenue Code sections, and state and local regulations
Technical proficiency and solid experience supervising complete engagements, and the ability to manage client relationships
Demonstrated high level of proficiency in the use of firm standard software, such as Lacerte, ProSystems FX, Excel,
Excellent interpersonal and communication skills
A focus on client service, with a specific emphasis on tax planning and compliance for individuals and entities
Ability to work effectively with partners and clients to maintain high client service levels while simultaneously identifying additional client service opportunities
Interest in participating in firm-wide initiatives to improve the client experience, build a rewarding culture for our employees, and serve our local communities
Demonstrated ability to work both independently and with a team
Ability to manage a wide variety of multiple projects, assignments and deadlines, and to delegate effectively
Strong experience in managing and developing others

MINIMUM REQUIREMENTS

To be considered as a Manager you must meet the following minimum requirements:

Bachelorâs Degree with a major or concentration in accounting, tax, or related field
Masterâs in Accounting, actively working toward a Masterâs degree, or equivalent
Minimum of five years of progressively responsible experience with a public accounting firm
Hold a current and valid CPA license
Applicant will be required to submit to a criminal background check upon receipt of a conditional offer

*Consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance and the California Fair Chance Act
]]> Thu, 05 Nov 2020 00:00:00 PST 0 <![CDATA[Tax Director]]> Tax Director

PRIVATE CLIENT SERVICES (PCS)

We are a forward-thinking, full-service accounting firm providing modern solutions to businesses across the globe. We focus on comprehensive assurance, tax, and consulting services for our clients, and we provide our people and our community with the resources to lead meaningful and purposeful lives.

While we are one of the largest California-based accounting firms, our flexible work locations and schedules mean we have professionals across the continent. Our teams and our clients drive us to provide quality services and ignite unique insights and ideas that contribute to our continued success. Our clients come from different backgrounds and industries, which keep our people intellectually challenged every day.

Our initiatives and ideals lead to our continued recognition as one of the “Best Places to Work” in the Bay Area and beyond. We are dedicated to providing meaningful careers for all of our employees along with fostering an environment that allows an integrated lifestyle. Our flexible culture allows our professionals to live a balanced lifestyle between their work responsibilities and personal commitments.

We Have:

- A unique people-centered culture that attracts the brightest and most forward-thinking accounting professionals.
- The resources, expertise, and global capability of a Big Four accounting firm together with the responsiveness and accessibility of a local firm.
- A regional presence in the Bay Area, while still serving our clients nationally and internationally.
- Recognition as one of the Bay Areaâs “Best Place to Work” and “No. 1 Best Large Accounting Firm to Work for” by Accounting Today.

You Have (Requirements):

- 7 or more yearsâ experience in public accounting with an emphasis on Tax.
- BS/BA degree in Accounting or related field (Masters degree a plus)
- Licensed CPA, or in the process of obtaining CPA license
- Capability to research and oversee complex tax issues and projects with an exposure to a variety of entities and industries.
- Able to manage multiple complex projects and deliver in a timely manner.
- Ability and/or interest in generating and building business, delegating work and manage staff.
- Strong analytical and problem-solving skills.
- Excellent communication and presentation skills.

You Will (Job Responsibilities):

- Provide tax compliance and consulting to a diverse base of high-net worth individuals, partnerships, and corporations.
- Oversee complex tax research projects for a variety of clients and diverse industries.
- Work with clients to minimize their federal, state, and local tax liability.
- Supervise tax associates' assignments and manage the day-to-day delivery of tax consulting services to the client.
- Develop and motivate tax seniors and associates by reviewing their work and providing them with counseling, leadership and career guidance.
- Manage multiple engagements and deliver high quality products timely and efficiently.

]]> Wed, 04 Nov 2020 00:00:00 PST 0 <![CDATA[Tax Manager]]> Tax Manager

PRIVATE CLIENT SERVICES (PCS)

Overview:

We are a forward-thinking, full-service accounting firm providing modern solutions to businesses across the globe. We focus on comprehensive assurance, tax, and consulting services for our clients, and we provide our people and our community with the resources to lead meaningful and purposeful lives.

While we are one of the largest California-based accounting firms, our flexible work locations and schedules mean we have professionals across the continent. Our teams and our clients drive us to provide quality services and ignite unique insights and ideas that contribute to our continued success. Our clients come from different backgrounds and industries, which keep our people intellectually challenged every day.

We Have:

- A unique people-centered culture that attracts the brightest and most forward-thinking accounting professionals.
- The resources, expertise, and global capability of a Big Four accounting firm together with the responsiveness and accessibility of a local firm.
- A regional presence in the Bay Area, while still serving our clients nationally and internationally.
- Recognition as one of the Bay Areaâs “Best Place to Work” and “No. 1 Best Large Accounting Firm to Work for” by Accounting Today.

You Have (Requirements):

- 4 or more yearsâ experience in public accounting with an emphasis on Tax.
- BS/BA degree in Accounting or related field (Masters degree a plus)
- Licensed CPA, or in the process of obtaining CPA license
- Capability to research complex tax issues and exposure to a variety of entities and industries.
- Extensive experience in researching tax issues and exposure to a variety of entities and individual tax issues.
- Strong analytical ability and problem-solving skills.
- Excellent communication and presentation skills.
- Demonstrates proactive thinking.
- Experience developing and training associate level professionals.

You Will (Job Responsibilities):

- Provide tax compliance and consulting to a diverse base of high-net worth individuals, partnerships, and corporations.
- Oversee complex tax research projects for a variety of clients and diverse industries.
- Work with clients to minimize their federal, state, and local tax liability.
- Supervise tax associates' assignments and manage the day-to-day delivery of tax consulting services to the client.
- Develop and motivate tax seniors and associates by reviewing their work and providing them with counseling, leadership and career guidance.
- Manage multiple engagements and deliver high quality products timely and efficiently.

]]> Wed, 04 Nov 2020 00:00:00 PST 0 <![CDATA[Senior to Senior Manager- Accounting Advisory (Remote) ]]> Manager-level financial consultants work closely with senior management of Fortune 500, mid-cap and start-up companies. Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing and managing relationships with client management, and business development.

Take ownership of your career:

Gain exposure to a wide range of industries and/or projects.
Make a true business impact with your clients.
Own projects from start to finish.
Experience client interaction and thrive in a client-facing role.
Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm.
Enjoy the flexibility of office/remote/client site work locations (engagement specific).
Create your own path.
Enjoy what you do!

What you might expect:

Integration with clientâs senior management to solve complex accounting issues and for preparation of proposed resolutions.
Review of work prepared by Consultants on operational due diligence for complex transactions (i.e. â acquisitions & divestitures, stock offerings and dept raises, IPOâs).
Review of Consultantsâ deliverables of financial and regulatory information in accordance with SEC and regulatory requirements (i.e. â 10Kâs, 10Qâs, S-1 and S-4 filings, audit coordination).
Research & documentation projects related to new ASC accounting standards (i.e. â ASC 842, ASC 606).
Process improvement projects and implementation of changes.
Lead and mentor Consultants, acting as a role model and providing creative solutions that enhance Consultantâs overall experience.
Participate in the firmâs recruiting efforts, client relationship building and business development efforts.

Who you are:

Undergraduate degree in Accounting â CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting.
3 to 8 yearsâ experience in public accounting and/or industry accounting/finance.
Excellent interpersonal, written and oral communication skills, and ability to assimilate easily into teams.
Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting.
Proactive in identifying client needs and effective in building a strong relationship with clients.
Highly organized and focused and demonstrates ability to set overall engagement expectations and direction.
Effective analytical and critical thinking abilities.
Entrepreneurial nature, self-motivated, ethical and dependable.
High energy with commitment to quality client service, focusing on ensuring positive resolutions to conflicts.

]]> Tue, 27 Oct 2020 00:00:00 PDT 0 <![CDATA[Audit Senior - Audit Manager]]> Audit Senior â Audit Manager - Manufacturing & Construction

Description

We use our professional and personal skills to improve the lives of our families, communities, clients and colleagues. Offering comprehensive assurance, tax and consulting services, the Firm has a regional focus with global expertise.

We have been voted one of the Top Workplaces in the Bay Area, consistently named one of the Healthiest Employers, as well as rank among the top 20 fastest growing firms in the United States. You will be responsible for ensuring client satisfaction and efficient execution of engagement plans, while being the coach and advisor to your team members.

Job duties:

Accurately perform audit engagement procedures including planning, risk assessment, internal controls, substantive testing, and other audit program steps
Work closely and directly with clients
Effectively project manage multiple client engagements simultaneously
Communicate effectively with all team members
Develop and apply technical expertise, including familiarity with technical research tools
Facilitate work performed by team members to provide a high level of quality and service to clients
Supervision and review of junior staff and their work
Work with team members and other management staff to achieve the objectives of the department
Develop strong lines of communication with clients and colleagues

Qualifications

BS in Accounting or related field
Minimum of 3 years of experience in public accounting working with private companies
Licensed CPA or working towards CPA licensure
Solid understanding of accounting issues for private companies
Solid understanding of inventory for Manufacturing and Distribution clients
Solid understanding of Work In Process and Percentage of Completion for Construction clients
Strong analytical aptitude and application
Excellent interpersonal and communication skills
Clear verbal and written communication is required
Proficiency in Microsoft Excel, Word, PowerPoint, Adobe
Experience with accounting software (CCH products such as; ProSystems and FX Engagement) is a plus

]]> Tue, 20 Oct 2020 00:00:00 PDT 0 <![CDATA[Audit Manager]]> Audit Assurance Manager

Job description

Looking for a dynamic Manager to join our Assurance practice.

As a part of the team, you will drive client engagements, review and prepare financial statements, footnotes, work papers, management letters, agreed upon procedures and other attestation engagements. They demonstrate professional creativity in dealing with client matters and make constructive suggestions to improve client operations. At this level, managers effectively analyze client transactions, recognizing and resolving potential or existing problems with appropriate research and consulting. They accept responsibility and utilize firm resources to complete tasks assigned.

You will oversee, mentor, and develop staff, and will be the primary lead on client engagements assigned. Your focus will initially be on the following 5 areas:

Audit and Accounting
Task Management
Engagement Management
Staff Supervision, Training and Development
Personal and Professional Development

Why US?

Endless opportunities to contribute to one of the largest professional services firm in the US

Network of 2,700 professionals committed to a diverse and inclusive workplace and giving back to the communities in which we live and work

Creative culture that values collaboration in everything we do

Team of professionals motivated by a sense of excellence, integrity, commitment to lifelong learning, respect for one another, adaptability, and making a difference

Varied career paths supported by strong professional development programs and resources

Work Perks:

Competitive salary and benefits
30 days of Paid Time Off
Flexible work environment

What you will need:

Education: BS/BA accounting; CPA required
Minimum 5+ years audit & accounting experience in a public accounting arena. Real Estate/ Commercial Real Estate experience preferred
Excellent analytical, technical, and auditing skills including knowledge in US GAAP, GAAS, and PCAOB rules and standards
Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
Strong leadership, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills
Computer expertise including knowledge of audit-preparation software and an understanding of the impact of technology
Strong research skills
Proven technical skills with MS Office applications such as Excel, Word, and Outlook; audit software, ProSystems or GoSystems, and CCH Engagement or Caseware experience a plus
Solid organizational skills

]]> Thu, 15 Oct 2020 00:00:00 PDT 0 <![CDATA[Audit Manager - Audit Senior Manager]]> Audit Manager â Senior Audit Manager

Job Description:

Actively seeking an Audit Manager â Senior Audit Manager.

This Manager position reports directly to our Audit Directors and Audit Partners and works collaboratively with the members of our expanding audit team.

The Manager possesses the ability to assume full responsibility for directing engagements and special assignments and has the enhanced capability of supervising a number of engagements simultaneously.

The Manager oversees the performance of client service and all related activity.

The Manager can perform all tasks related to client service and sees that assignments are accomplished by the engagement team within the budgeted time.

This role takes on responsibility for the professional and technical development of the staff through on-the-job-interaction and leading in-house training.

Additionally, the Manager has begun to develop a list of potential referral sources in an effort to bring new business to the firm and is involved in community activities for the purposes of business development and cross-selling the firms services.

This position offers an excellent opportunity for leadership, learning and career advancement to the right candidate.

Essential Duties and Responsibilities:

Demonstrates thorough knowledge and proficiency in advanced technical skills necessary for advising clients.
Complies with pronouncements of professional and other regulatory groups, and enlightens and teaches the impact of such pronouncements to all staff.
Recognizes complex technical issues, uses strategic decision-making skills and reaches appropriate conclusions.
Develops industry expertise and stays abreast of industry news; contributes to staff and senior development by sharing industry knowledge.
Recognizes complex technical issues, reaches appropriate conclusions and applies authority to support conclusions.
Effectively communicates all technical material to clients, verbally and in writing.
Proficient in use of necessary discipline software and applications.
Manage client engagements from start to finish, which includes planning, executing, directing, and completing audit engagements while effectively controlling time and expenses.
Provide and develop planning techniques for clients while addressing client needs and seeking new opportunities for existing and potential clients; make recommendations for appropriate additional services.
Offer ongoing status updates to management and to the engagement team.
Ability to reason and effectively multi-task.
Strong communication skills with the ability to apply understanding to carry out and to give instructions in written, oral, or diagram form.
Ability to organize work and projects, prioritize and meet deadlines.
Ability to complete work in an efficient and accurate manner.
Participate in mentoring, training, recruiting, retention and team-building activities.
Works effectively within given budgetary parameters; assists senior associates in prioritizing and managing their workload.
Approaches projects with a sense of urgency and is completion oriented.
Understands that time may be spent in both the Firms offices and/or the clients premises.
Additionally, client service activity may not always be predictable, and may be subject to immediate change or on-call requests with very short notice.
Travel may be frequent and unpredictable, depending on clients needs, and may include domestic and/or international travel.

Qualifications:

5-10 years of audit experience.
A combination of public accounting and industry experience preferred.
SEC experience is a plus.
Minimum Bachelors degree in Accounting.
Advanced degree preferable.
CPA certification required.
Other professional certification relevant to specialized services areas a plus.
Knowledge of generally accepted accounting principles (GAAP) and auditing standards.
Familiarity with audit procedures and the ability to distinguish between material and immaterial items.
Must maintain required CPE credits annually.
Ability to effectively use Prosystem Fx Engagement and Microsoft Office software including Word, Excel, and PowerPoint.
The volume of work during busy seasons is typically higher than at other times of the year.
Demonstrated experience in building, interfacing and managing clientele base.
Proven ability to work on multiple client engagements and adhere to deadlines.
Excellent supervisory, organizational, problem solving, written and oral communication and interpersonal skills.
Exceptional client service and communication skills.
Excellent project management and presentation skills

Benefits:

Performance bonus program
Health, dental, and vision insurance.
Employer match on 401k contributions.
CPE and CPA renewal fees paid for.
Discounted rates for CPA review courses.
Bonus upon passing all four sections of CPA exam.

Equal Opportunity Employer.
]]> Thu, 15 Oct 2020 00:00:00 PDT 0 <![CDATA[Tax Senior Accountant - Tax Supervisor or Manager]]> Tax Senior Accountant

Reports to: Tax Partners and Managers

Job Summary:

The Tax Senior is responsible for reviewing individual, trust, partnership, corporate and foreign tax returns, developing and supervising tax staff, preparing more complex tax returns and assisting in client management and practice development activities.

Salary Range & Benefits: Competitive salary plus paid overtime and standard firm benefits; work-life balance environment and supportive firm culture

Hours Required: 40 hours per week; hours not to exceed 55 per week during busy season

Responsibilities & Duties:

Know and understand the firmâs policies and procedures
Possess a working knowledge of firm technology and time and billing software
Implement client engagements from start to finish including planning, executing, directing and completing tax assignments
Manage engagement budgets
Supervise, train and mentor tax staff and interns on tax projects
Review tax returns prepared by staff and make recommendations regarding accuracy and tax savings opportunities
Prepare more complex tax returns for individuals, trusts, partnerships and corporations
Proactively interact with key client management to gather information, resolve tax related problems and make recommendations for businesses and process improvements
Gain understanding of client operations, processes and business objectives
Possess an understanding of state and foreign tax issues
Perform other job-related duties as necessary and ability to work additional hours as needed

Requirements & Qualifications:

Minimum of two years as a Tax Staff Accountant in a public accounting firm or at least one year experience as a Tax Senior Accountant supervising a team of three or more
Strong tax accounting skills with proficiency in US GAAP, tax compliance, corporate consolidated returns, consolidated federal tax returns, partnership returns and combined state tax returns
Proficiency in Engagement and Microsoft Office software programs, particularly Excel
Ability to supervise staff and lead projects
Professionalism, dependability, integrity and trustworthiness combined with a cooperative attitude
Highly motivated self-starter with the ability to multitask and complete assignments within time constraints and deadlines
Dedicated to superior client service
Strong organizational skills and attention to detail
CPA certification (active) or working toward if not already obtained

Education & Licenses:

Bachelor or Masterâs degree in Accounting
CPA certification (active) or working toward if not already obtained

]]> Tue, 06 Oct 2020 00:00:00 PDT 0 <![CDATA[Tax Manager - Tax Senior Manager]]> Tax (Manager or Senior Manager)

Qualifications:

Graduate of Bachelorâs degree in Accounting;
Preferably a Certified Public Accountant (CPA) or Chartered Accountant (CA);
At least 3 to 8 years of experience as Tax Assistant Manager or Manager;
Has exceptional client service skills;
Has knowledge in wash sales, straddles, constructive sales, Section 1233, 988, 1256 adjustments, waterfall calculation, partial and full netting, various foreign tax filings, including but not limited to FATCA CRS, PFIC, Form 8858, 8865, 8938, 5471, 5472, FBAR, etc., and various miscellaneous filing such as 1099, 1042/1042-S, 8804/8805, etc.

]]> Mon, 28 Sep 2020 00:00:00 PDT 0 <![CDATA[Tax Manager - Tax Senior Manager]]> Tax (Manager or Senior Manager)

Qualifications:

Graduate of Bachelorâs degree in Accounting;
Preferably a Certified Public Accountant (CPA) or Chartered Accountant (CA);
At least 3 to 8 years of experience as Tax Assistant Manager or Manager;
Has exceptional client service skills;
Has knowledge in wash sales, straddles, constructive sales, Section 1233, 988, 1256 adjustments, waterfall calculation, partial and full netting, various foreign tax filings, including but not limited to FATCA CRS, PFIC, Form 8858, 8865, 8938, 5471, 5472, FBAR, etc., and various miscellaneous filing such as 1099, 1042/1042-S, 8804/8805, etc.

]]> Mon, 28 Sep 2020 00:00:00 PDT 0 <![CDATA[Tax Manager - Tax Senior Manager]]> Tax (Manager or Senior Manager)

Qualifications:

Graduate of Bachelorâs degree in Accounting;
Preferably a Certified Public Accountant (CPA) or Chartered Accountant (CA);
At least 3 to 8 years of experience as Tax Assistant Manager or Manager;
Has exceptional client service skills;
Has knowledge in wash sales, straddles, constructive sales, Section 1233, 988, 1256 adjustments, waterfall calculation, partial and full netting, various foreign tax filings, including but not limited to FATCA CRS, PFIC, Form 8858, 8865, 8938, 5471, 5472, FBAR, etc., and various miscellaneous filing such as 1099, 1042/1042-S, 8804/8805, etc.

]]> Mon, 28 Sep 2020 00:00:00 PDT 0 <![CDATA[Senior Fund Accountant - Associate]]> Fund Administration (Senior Associate)

Qualifications:

Graduate of Bachelorâs degree in Accountancy;
Must be a Certified Public Accountant (CPA), Chartered Accountant (CA), Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA);
Must have at least 3 consecutive years of experience as an accounting or finance professional;
Experience in Fund Administration, Asset Management or equivalent is an advantage;
Must have experienced managing staff.

]]> Mon, 28 Sep 2020 00:00:00 PDT 0 <![CDATA[Fund Administration Accountant - Associate]]> ASSOCIATE ACCOUNTANT - (FUND ADMINISTRATION)

JOB DESCRIPTION AND FUNCTIONS

As Associate Accountant, you will be responsible for such duties and responsibilities that are normally associated with your position, which include, but are not limited to the activities enumerated below:

Middle and Back Office Functions:

Gathers all information required (i.e. external statements, i.e., prime broker reports and custodian statements, supporting documents for recurring expenses including legal fees, audit fee, admin fees, tax fees, directorâs fee, etc.);
For Geneva clients, performs pricing of fundsâ investments using prices from external sources;
Uploads daily trade transactions from the prime brokerâs FTP sites or trade blotter including the daily dividends, interest, corporate actions, and cash activities and record them in the companies portfolio accounting;
Prepares daily equity reconciliation for each fund and if required by the engagement, also prepares position and cash reconciliation. Investigates any trade breaks and reconciling items on the reconciliation;
Based on downloaded reports and other calculations, prepares and/or updates the financial reports (trial balance, income statement, balance sheet, statement of changes in capital accounts, investorsâ monthly and YTD allocations, capital letters, summary of expenses, schedule of management fees, etc.);
Ensures that the monthly partnersâ allocation is allocating the correct profit and loss based on the straight capital ratios or commitment ratios, whichever is the case maybe;
Ensures that management fees and performance fees are allocating according to the limited partnership agreements;
Ensures that all expenses are accrued and all income and expense items are recognized in the appropriate tabs in the allocation file;
Ensures that all income and expenses are classified in the right income and expense character for income tax purposes;
Ensures the correctness of the monthly, quarterly and year to date gross and net returns for each limited partners;
Ensures that all working papers are appropriately labeled and with proper notations and/or cell comments;
Prepares the reporting package for next level review;
Prepares all accounting related entries for Geneva clients, ensuring that all transactions have appropriate support;
Monitors client mailboxes/distribution lists and saves all necessary emails and supports on a timely manner;
Prepares ad hoc requests received from client, including but not limited to, distributions, drawdowns, etc.;
Prepares wire entries in the treasury portal for engagements with Cash Control services;
Performs peer review of Investor statements, as needed.

Assists in coordinating annual audits of clientsâ financial statements:

Prepares working papers in a way that ensures that all audit requirements are handy for the auditors;
Prepares year-end schedules for independent auditors including cost roll forward, cash reconciliation, statement of cash flows, and financial highlights and other working papers supporting the balances and disclosures in the financial statements;
Prepares each fundâs financial statements and works closely with the respective fundâs auditors for note disclosures;
Prepares and submits draft financial statements on a timely basis for next level review;
Organizes own work, setting priorities and meeting critical deadlines.

In addition to the above functions, employee may also be expected, from time to time, to assist in other non-operations work, as the need arises, and as determined by the Senior Associate, Associate Director or Director supervising them.

Job Specifications:

? Graduate of Bachelorâs degree in Accountancy;

? Preferably a Certified Public Accountant (CPA) or Chartered Accountant (CA);

? Preferably with at least 1 year of experience in financial accounting or equivalent;

? A team player; must be able to work individually and as part of a team;

? Has a good business understanding of financial concepts and procedures;

? Analytical and very detail-oriented;

? Flexibility to expand work hours as necessary and support business needs.
]]> Mon, 28 Sep 2020 00:00:00 PDT 0 <![CDATA[Senior Fund Accountant - Associate]]> Fund Administration (Senior Associate)

Qualifications:

Graduate of Bachelorâs degree in Accountancy;
Must be a Certified Public Accountant (CPA), Chartered Accountant (CA), Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA);
Must have at least 3 consecutive years of experience as an accounting or finance professional;
Experience in Fund Administration, Asset Management or equivalent is an advantage;
Must have experienced managing staff.

]]> Mon, 28 Sep 2020 00:00:00 PDT 0 <![CDATA[Treasury Associate]]> Treasury (Associate)

Qualifications:

Bachelorâs degree in Finance, Accounting or equivalent;
Proven experience in banking, financing or back office record keeping highly desired;
Knowledge of bank payment systems preferred;
Knowledge of an alternative investment industry preferred;
Required working knowledge of MS Office Excel, Word, PowerPoint, Outlook and Adobe;
Strong written and verbal communication skills

]]> Mon, 28 Sep 2020 00:00:00 PDT 0 <![CDATA[Treasury Associate]]> TREASURY ASSOCIATE

The Treasury team plays a critical role in our company serving as the gateway to our Clientâs fund flows. We are looking for a reliable, process oriented individual with a high attention to detail and time management skills. We are looking for someone who can both collaborate within our global team structure and independently complete daily assignments. Please continue reading if you remain professional under pressure.

This is an opportunity to further your professional development and skillset as you will be exposed to critical functions and relationships, and interface with all levels of our organization including our Managing Directors and Founders.

Below is a list of responsibilities and learning opportunities. Training is a combination of structured and on-the-job learning.

Organize and prioritize company-wide incoming client payment requests
Collaborate with other departments and global offices within the Company
Prepare client payments
Review client payments
Maintain client payment status
Correspond with our clients in writing and on the phone
Assist with the maintenance, development and implementation of systems and databases related to the Treasury function
Additional opportunities to support the company and grow

Job Specifications:

Bachelorâs degree
Proven experience in banking, financing or back office record keeping highly desired
Knowledge of bank payment systems preferred
Knowledge of an alternative investment industry preferred
Required working knowledge of MS Office Excel, Word, PowerPoint, Outlook and Adobe
Strong written and verbal communication skill

]]> Mon, 28 Sep 2020 00:00:00 PDT 0 <![CDATA[Investor Relations / Anti-Money Laundering (AML) [Associate]]]> Investor Relations / Anti-Money Laundering (AML) [Associate]

Qualifications:

Bachelorâs degree in Finance or related field;
More than a year experience in investor relations or related field;
Has knowledge of an alternative investment industry particularly in investor relations;
Knowledge of AML/KYC compliance for United States and/or Cayman Islands preferred but not required;
Strong written and verbal communication skills.

]]> Mon, 28 Sep 2020 00:00:00 PDT 0 <![CDATA[Accounting Manager - Business Solutions]]> Business Solutions (Manager)

Qualifications:

Graduate of BS in Accountancy and a licensed CPA;
Has considerable experience in accounting, compliance, and other business-related activities;
Has 3 to 8 years of experience as Assistant Manager or Manager
Ability to develop business relationships, both within and outside of the Company;
Excellent interpersonal, communication, and organization skills;
Computer proficient, with advanced MS Excel skills.

]]> Mon, 28 Sep 2020 00:00:00 PDT 0 <![CDATA[Tax Manager - Tax Senior Manager]]> Tax (Manager or Senior Manager)

Qualifications:

Graduate of Bachelorâs degree in Accounting;
Preferably a Certified Public Accountant (CPA) or Chartered Accountant (CA);
At least 3 to 8 years of experience as Tax Assistant Manager or Manager;
Has exceptional client service skills;
Has knowledge in wash sales, straddles, constructive sales, Section 1233, 988, 1256 adjustments, waterfall calculation, partial and full netting, various foreign tax filings, including but not limited to FATCA CRS, PFIC, Form 8858, 8865, 8938, 5471, 5472, FBAR, etc., and various miscellaneous filing such as 1099, 1042/1042-S, 8804/8805, etc.

]]> Mon, 28 Sep 2020 00:00:00 PDT 0 <![CDATA[Tax Staff Associate]]> Tax Associate

Qualifications

Bachelorâs degree in Accounting, Finance or related field.
CPA preferred. Not required.
1-3 years of tax experience including 1040 preparation.
Strong organizational, writing and verbal communication skills.
Ability to thrive in a fast-paced, team-oriented environment.
Ability to maintain a positive working relationship with clients and coworkers.

Responsibilities

Exhibit a high level of attention to detail throughout the tax preparation process.
Exhibit an ability to communicate effectively with staff and supervisors (both verbal and written).
Organize and prepare tax returns for individuals.
Understands complex tax issues and the application to client situations and transactions.
Prepare and deliver timely a high-quality work product.
Provide support for and participate in tax planning and tax research for complex tax issues.

We offer competitive compensation and an excellent benefits package including many work/life balance benefits designed to help our employees balance their work and their interests outside the office. In addition, we strive to provide and maintain a positive work environment where each employee feels encouraged to contribute to our processes, decisions, planning and culture.
]]> Thu, 24 Sep 2020 00:00:00 PDT 0 <![CDATA[Tax Senior - Tax Supervisor]]> Senior Tax Accountant/Manager

Our full service Certified Public Accountant firm based in Petaluma, CA offers staff diverse responsibilities including tax preparation and general accounting with a variety of clients in various industries. We are looking to fill the position of a Senior Tax Accountant/Manager.

We have an excellent opportunity for an energetic and motivated professional willing to join our team.

JOB DESCRIPTION

Preparation of tax returns (individual, corporate, partnership and fiduciary)
Assist clients with tax and financial planning
Manage, develop and sustain excellent client relationships
Conduct research on various tax issues

QUALIFICATIONS

CPA or have all parts of the examination completed
Minimum of 2-3 years of current tax experience at a local or national CPA firm
Proficient with Microsoft Office (Excel, Word & Outlook) and QuickBooks
Knowledge of Lacerte Tax software is a plus
Experience with both taxation and financial reporting a plus
Excellent customer service skills both (internal and external)
Ability to meet deadlines and budgetary constraints with simultaneous projects
Excellent written and verbal communication skills
Ability to work overtime during tax season
Highly motivated and takes initiative for personal growth and development

COMPENSATION / BENEFITS

Salary commensurate with experience
Health Insurance for Employee with option of cafeteria deduction for additional dependents
4 day work week May-November (7 ½ hours per day M-Th for a total of 30 hours worked)
120 hours of paid time off to start. Based on a 30 hour non-tax work week this equates into 4 weeks of paid time off.
7 paid holidays
3% Company match to SIMPLE IRA
Long-term disability insurance
End of tax season bonus
Christmas bonus
Payment of CPA renewal fees by the firm
Payment of continuing education fees as prescribed by our firm
Referral bonus (20% of the amount the firm collects from the client for the preparation of their initial tax return with our firm for clients that are brought in by you) Clients that we assign to you and clients that are added through the normal course of business through firm marketing and client referrals do not qualify for the referral bonus.
Great team of professionals that consider themselves a family and work together as a cohesive unit

]]> Wed, 23 Sep 2020 00:00:00 PDT 0 <![CDATA[Tax Manager]]> Tax Manager

WHAT YOUâLL DO

As a Tax Manager, you will be expected to independently manager engagements by providing direct oversight of multiple tax engagements dealing with a range of clients in specific related niche areas. Duties include but no limited to:

Assisting with business development by networking, presenting, writing articles, etc.
Advanced tax planning utilizing current and new tax laws and expressed abilities including strategy planning, succession planning, and general business advising
Active management of tax projections and estimates in line with active tax planning
Tax return review with previous signing experience
Training, guiding and further development of levels from associate to supervisor
Performing technical tax research to remain a highly technical consultant
Extensive experience with successful communication with tax authorities on clientâs behalf
Management and successful outcome rating of IRS and state notices and examinations
Experience with business management matters including billing, collection and WIP management
Client facing experience and responsible for managing workflow expectations and client satisfaction rating.

WHAT WE SEEK

Minimum 7+ years recent Public Accounting experience in Tax
Must have CPA
Strong foundation of tax accounting and tax law is expected
Experienced tax reviewer of tax forms including 1120, 1120S, 1065, 1040, 1041, and related schedules and multi-state filings
Experience and proficiency in Microsoft Office. Advanced Excel skills preferred.
Ability to quickly become proficient in the other information technology tools used by our firm such as CCHâs ProSystem Axcess software and Engagement software packages is expected and if you have experience in these, thatâs even better!
Strong ability to plan, organize, and prioritize work
Excellent written and oral communications skills
Ability to actively maintain client relationships providing optimum client service in a timely manner
Ability to work overtime as needed throughout the year to meet client needs
Strive to provide an inviting work environment that fosters learning
Motivated to advance and grow oneself, the office and firm
Responsible individual who will take initiative and ownership of the position.

INDUSTRIES WE SERVICE

Construction
Healthcare
Manufacturing
Not-For-Profit
Professional Services
Real Estate
Small Business Services
Trust/Estate/Gift

]]> Thu, 10 Sep 2020 00:00:00 PDT 0 <![CDATA[Tax Manager]]> Tax Manager

WHAT YOUâLL DO

As a Tax Manager, you will be expected to independently manager engagements by providing direct oversight of multiple tax engagements dealing with a range of clients in specific related niche areas. Duties include but no limited to:

Assisting with business development by networking, presenting, writing articles, etc.
Advanced tax planning utilizing current and new tax laws and expressed abilities including strategy planning, succession planning, and general business advising
Active management of tax projections and estimates in line with active tax planning
Tax return review with previous signing experience
Training, guiding and further development of levels from associate to supervisor
Performing technical tax research to remain a highly technical consultant
Extensive experience with successful communication with tax authorities on clientâs behalf
Management and successful outcome rating of IRS and state notices and examinations
Experience with business management matters including billing, collection and WIP management
Client facing experience and responsible for managing workflow expectations and client satisfaction rating.

WHAT WE SEEK

Minimum 7+ years recent Public Accounting experience in Tax
Must have CPA
Strong foundation of tax accounting and tax law is expected
Experienced tax reviewer of tax forms including 1120, 1120S, 1065, 1040, 1041, and related schedules and multi-state filings
Experience and proficiency in Microsoft Office. Advanced Excel skills preferred.
Ability to quickly become proficient in the other information technology tools used by our firm such as CCHâs ProSystem Axcess software and Engagement software packages is expected and if you have experience in these, thatâs even better!
Strong ability to plan, organize, and prioritize work
Excellent written and oral communications skills
Ability to actively maintain client relationships providing optimum client service in a timely manner
Ability to work overtime as needed throughout the year to meet client needs
Strive to provide an inviting work environment that fosters learning
Motivated to advance and grow oneself, the office and firm
Responsible individual who will take initiative and ownership of the position.

INDUSTRIES WE SERVICE

Construction
Healthcare
Manufacturing
Not-For-Profit
Professional Services
Real Estate
Small Business Services
Trust/Estate/Gift

]]> Thu, 10 Sep 2020 00:00:00 PDT 0 <![CDATA[Tax Senior - Tax Supervisor]]> Tax Senior - Tax Supervisor

Progressive, mid?size, full?service Certified Public Accounting and Integrated Wealth Management firm located in Dallas, Texas.

Clients include high-net-worth and high-income individuals and families, businesses and healthcare professionals. The firm offers Tax, Accounting, Business Consulting, Investment Management, Financial Planning, Family Office and Retirement Plan Services.

Due to continued growth, we are currently seeking a dedicated Tax Senior with a minimum of 3 years of tax experience in a public accounting firm. This position is responsible for organizing and preparing a broad spectrum of tax returns. Tax preparation, planning and research are performed with direct support from supervisors. Ongoing career development and training are provided.

Qualifications

Bachelorâs degree in Accounting, Finance or related field.
CPA preferred, not required.
Minimum 3 years of recent experience at public accounting firm in tax related position.
Experience preparing returns for individuals, partnerships and S corporations preferred.
Heavy 1040 experience and some review experience required.
QuickBooks experience highly preferred.
Strong organizational, writing and verbal communication skills.
Ability to thrive in a fast-paced, team-oriented environment.
Ability to maintain a positive working relationship with clients and coworkers.

Responsibilities

Exhibit a high level of attention to detail throughout the tax preparation process.
Exhibit an ability to communicate effectively with staff and supervisors (both verbal and written).
Organize and prepare tax returns for individuals, partnerships and S corporations.
Understands complex tax issues and the application to client situations and transactions.
Prepare and deliver timely a high-quality work product.
Provide support for and participate in tax planning and tax research for complex tax issues.
Ability to train and supervise entry level staff and interns.
We offer competitive compensation and an excellent benefits package including many work/life balance benefits designed to help our employees balance their work and their interests outside the office. In addition, we strive to provide and maintain a positive work environment where each employee feels encouraged to contribute to our processes, decisions, planning and culture.

]]> Sun, 06 Sep 2020 00:00:00 PDT 0 <![CDATA[Staff Accountant]]> Staff Accountant

Responsibilities:

Inventory

Review and monitor inventory transactions, including inventory purchases and receiving
Review and reconcile all expenses, including labor and overhead costs
Monitor and summarize related customs, duty, and shipping costs incurred on transferring inventory

Cash

Monitor and report cash and line of credit balance on a daily basis to management
Perform monthly bank reconciliations and credit card reconciliations
Prepare weekly cash projection based on open payables

Handle accounts payable functions
Monitor companyâs credit cards balances daily

Sales Tax/VAT

Reconcile and file sales tax for multiple State agencies
Reconcile and fileVAT for Europe sales transactions

Revenue/Expenses

Review and record monthly sales transactions for US and Europe
Manage and maintain monthly US monthly expenses details for budget purpose

Month-End Close/Projects

Maintain fixed assets and prepaid account schedules
Perform month-end closing processes and procedures including calculation and recording accruals, and selected balance sheet and income statement accounts
Assist in the coordination and completion of annual audits
Work on special projects and perform other duties as required

Qualifications:

BA/BS in Business, Economics, Accounting or Finance
2-3 years of progressive accounting experience
Advanced Excel skills
Proficient in QuickBooks desktop versions
Solid analytical and problem-solving skills
Excellent organizational skills and attention to detail
Excellent communication skills, both verbal and written
The highest level of personal ethics and professional integrity
Ability to work well in a fast-paced environment
Strong interpersonal skills and ability to interact successfully among all levels of the organization

]]> Tue, 25 Aug 2020 00:00:00 PDT 0 <![CDATA[Audit Senior - Audit Supervisor]]> Audit Senior â Audit Supervisor

About Us

Thriving accounting and consulting firm looking for candidates who are interested in taking their careers to the next level. Our firm offers many opportunities for advancement and a broad range of services, which allow you exposure to and specialization in areas that interest you most. Our culture promotes a healthy work-life balance, encourages community involvement, embraces challenging projects and enjoys a fun work environment.

About You

Looking for a self-starter, who is passionate about their career and works well both independently and on a team. As a CPA (or CPA Candidate), you are an exceptional communicator and are looking to make a positive impact in the lives of your clients and where you work. You look forward to learning, growing your career and working at a company that is big enough to work with large, well established businesses, but small enough for you to have an impact in the overall success of the firm.

Required Qualifications

2+ years of public accounting or equivalent experience
Bachelorâs degree in accounting or related field
Certified Public Accountant (CPA) certification or CPA Candidates
Effective interpersonal and communication skills
Proven leadership skills demonstrating strong judgment, problem-solving, and decision-making abilities
Experience working in a fast-paced, team environment

Benefits

We value our people and offer employees a broad range of benefits including:

Competitive salary
Bonus and incentive programs
Benefits package that includes medical, dental, vision, 401(k) match, and life insurance
Personalized career development
Broad range of Continuing Education courses to choose from
Business development and marketing participation opportunities
Work-life balance
Opportunity to make an impact in your field, the community and in the Firm
A Firm that is culturally diverse and where people value excellence and quality
Live in a community where others vacation

]]> Tue, 25 Aug 2020 00:00:00 PDT 0 <![CDATA[Controller]]> Controller

Well-established and dynamic accounting and consulting firm.

Controller

The Controller is responsible to manage the day to day financial operations and process of a 10+ Partner accounting firm

Responsibilities:

Monthly Accounting/Billing -

Manage time input into a practice management software, producing work in process reports and billing at the end of each month
Review billing by Partner with the Partner
Prepare billing analysis reports by Partner, by department, by location and recap of billing, writedown and holds
Email Partners with WIP recap reports during and at the end of the billing cycle
Post billing from Practice Management software to general ledger

Accounts Payable

Manage the posting of invoices to Sage software. Review for appropriate approval and coding
Manage the printing of checks for signature and attach appropriate backup for signature
Manage AP and the timing of payments in conjunction with cash flow management

Collections

Review daily deposits and posting to appropriate accounts in Practice Management
Post monthly receipts appropriately to Sage Software
Manage the periodic AR review with Partners to enhance collections

General Ledger

Post general journal entry for payroll to the appropriate departments and locations in general ledger
Post billing journal entry in general ledger
Prepare monthly bank reconciliations for 6 bank accounts
Review general ledger
Prepare monthly financial statements for 3 entities
Prepare month end and yearend close of Sage

Cash Management

Manage the preparation of daily deposits to the bank
Manage the preparation of cash reporting to Partners
Monitor and follow up with clients with past due accounts
Review bank activity in bank accounts on a daily basis
Manage cash flow, including utilization of LOC

Payroll

Manage the preparation and payment of semi-monthly payroll
Prepare Payroll reports by department and location
Prepare time entry analysis reports as needed

Miscellaneous

Assist with preparation of annual budget
Prepare for annual insurance renewal
Assist with the preparation of annual tax returns
Develop and improve financial information gathering and reporting to Partners so that they may better manage the business
Further improve the efficiency of the accounting department
Gather information and prepare reports for annual meeting
Complete various annual surveys with Firm financial information

Management

Manage a staff on one full time accountant and preferably manage others who participate in the above

Requirements:

Bachelorâs degree in Accounting or equivalent
5 yearsâ experience in financial management at a Professional Services Firm
Ability to work extended hours as necessary
Strong multi-tasking skills
Ability to work independently and as a member of a team
Software:
- Proficiency in Microsoft Outlook, Word, Excel
- Sage software (or similar, preferred)
- Practice Management software (or similar, preferred)
- ADP Payroll software (or similar, preferred)

]]> Mon, 24 Aug 2020 00:00:00 PDT 0 <![CDATA[Tax Manager - Tax Senior Manager - Trust & Estate]]> Tax Manager â Tax Senior Manager â Trust & Estate

About Us

Thriving accounting and consulting firm looking for candidates who are interested in taking their careers to the next level. As a growing firm, we offer many opportunities for advancement and a broad range of services, which allow you exposure to and specialization in areas that interest you most. Our culture promotes a healthy work-life balance, encourages community involvement, embraces challenging projects and enjoys a fun work environment.

About You

Looking for a self-starter who is passionate about their career and works well both independently and on a team. As a CPA, you are an exceptional communicator and are looking to make a positive impact in the lives of your clients and where you work. You look forward to learning, growing your career, helping develop your peers and working in a firm that is big enough to work with numerous high-net-worth individuals with complex estate-planning needs, but small enough for you to have an impact in the overall success of the firm.

What you bring

20+ years of public accounting experience
Certified Public Accountant license required
At least 10-15 years of experience with a specialized focus in estates and trusts
A high level of technical tax expertise and leadership skills, experience with tax planning, tax research and reviewing tax returns, and leading an engagement team
New ideas and business solutions that result in new clients or extended services to existing clients
Positive people interactions that allow you to be a liaison for clients and staff throughout the year
The skills to develop and motivate staff and provide them with counseling and career guidance

What you receive

Competitive salary
Bonus and incentive programs
Benefits package that includes medical, dental, vision, 401(k) match, profit sharing, and life insurance
Flexible work schedule
Personalized career development
Broad range of Continuing Education courses to choose from
Business development and marketing participation opportunities
Work-life balance
Opportunity to make an impact in your field, the community and in the firm
A firm that is culturally diverse and where people value excellence and quality
Live in a community where others vacation

]]> Mon, 24 Aug 2020 00:00:00 PDT 0 <![CDATA[Forensic Accountant - Senior Forensic Accountant]]> Forensic / Litigation Accountant

Accountants for Litigation Department

If you have at least 2-5 years of public accounting experience at a CPA firm, read on!

We are a CPA firm specializing in forensic accounting for family law and civil litigation cases.

We are seeking a forensic/litigation accountant for an exciting full-time position.

REQUIREMENTS:

Bachelor's degree;
Candidate MUST be a licensed CPA or CPA candidate;
Candidate need not have prior litigation accounting experience but must have a minimum of 2-5 years of public accounting experience at a CPA (Public Accounting) firm;
Prior litigation experience is not necessary, but is a plus
Command of Word, Excel, Quicken and Quickbooks.
Excellent organizational, analytical, research and communication skills.
Ability to manage and meet deadlines while working on multiple assignments.

Salary is commensurate with experience.
]]> Wed, 19 Aug 2020 00:00:00 PDT 0 <![CDATA[Tax Experienced Staff Accountant - Tax Senior Accountant]]> Tax Experienced Staff Accountant - Tax Senior Accountant

JOB DESCRIPTION

Willingness to learn and be a team player
Assist tax manager with tax research and compliance functions
Assist with developing and implementing revenue generating concepts
Prepare and review tax returns (individual, corporate, partnership, etc.)
Assures compliance with federal, state and local tax laws and regulations
Conducts research and planning according to applicable tax laws and regulations
Prepare sales tax audits, annual tax forms, projections and tax notices
Minimizes tax liability through sound and informed application of laws and regulations
Maintains tax records, related schedules and related reports
Typically requires exercising independent judgment
Other assignments as required

MINIMUM REQUIREMENTS:

Minimum 3 to 5 years experience within a CPA Firm
Bachelor's in Accounting required
Certified Public Accountant (CPA)
Master's degree in Tax is a plus
Knowledge of commonly used concepts, practices, and procedures
Proficient in Lacerte, RIA, BNA as well as other accounting software
Excellent verbal communication skills and interpersonal skills
Strong leadership skills

We offer 100% paid benefits for the employee. True work life balance and (3) locations available to work from.
]]> Tue, 11 Aug 2020 00:00:00 PDT 0 <![CDATA[Tax Supervisor - Tax Manager]]> Tax Supervisor - Tax Manager

Named to Barronâs Top 100 Independent Financial Advisors, Financial Times Top 300, Financial Advisor Magazineâs Fastest-Growing 50 Firms, and a recipient for San Diegoâs Best Firms to Work For, an international Wealth Manager is looking for a CPA Tax Manager to join us in our San Diego office.

The Tax Manager position is for those individuals with experience leading and managing multiple tax engagements, delivering superior tax services to high-net-worth clients. The ideal candidate has at minimum 5 years of tax manager experience managing the completion of complex tax returns.

Job Description:

Deliver extremely high-quality work and high-level client services to high-net-worth clients
Serve as a trusted advisor to our clients, to maximize client engagement and satisfaction
Review and prepare simple and complex federal and state income tax returns for individuals, trusts, and businesses
Approve and sign all returns
Dialogue with Senior Wealth Advisors regarding tax returns and tax planning
Research the implications of tax laws and recent tax legislation
Advise clients and Senior Wealth Advisors on tax-related issues
Prepare tax planning and estimates, year-round
Proactively plan for high-net-worth clients; Roth conversions, charitable gifting, etc.
Keep all staff in the firm informed of changes and developments in the taxation area

Requirements

CPA license
Proficiency preferred, but not required, in Lacerte tax software
Experience in Trust tax returns a must. Strongly prefer experience in foreign tax issues for expats as well.
Obtained minimum 5 years prior experience in public accounting (tax manager or above)
Possess a bachelorâs degree in Accounting or other related fields
Ability to multitask and prepare returns for over 300 clients
Hold excellent interpersonal, oral and written communication skills
Well-rounded in dealing with high-net-worth individuals and businesses, and complex tax issues that accompany those clients

]]> Tue, 11 Aug 2020 00:00:00 PDT 0 <![CDATA[Senior Tax Associate (Bilingual Japanese)]]> Tax Senior Accountant (Los Angeles)

Position Description:

EOSâs LA office is currently seeking qualified candidates for Tax Senior Accountant.

Responsibilities

1. Review corporate and individual income tax returns.
2. Manage multiple assignments simultaneously and delegate work successfully.
3. Supervise tax staff, including conducting timely performance feedback and reviews and providing training.
4. Communicate effectively and professionally with Japanese-speaking and English-speaking clients both orally and in writing in order to build business relationships with clients.

Qualifications

To qualify, candidate must have:

• An undergraduate or graduate degree in Accounting or a related field.
• A CPA or EA license or be qualified to sit for the Uniform CPA Exam.
• At least 3 years of tax service experience in a public accounting firm. Experience as a Tax Senior is a plus.
• Advanced written/verbal communication skills. Japanese bilingual preferred.]]> Mon, 10 Aug 2020 00:00:00 PDT 0 <![CDATA[Property Accountant]]> Property Accountant

Are you looking for a position with a well established Real Estate company?

Is room for growth in your next position important in your job search?

This group located in Irvine, CA specializes in office/industrial space and providing attractive and efficient office environments.

This Property Accountant will support properties with all general ledger accounting duties and accounting reporting.

Responsibilities

Inputting and posting all property cash receipts
Preparing weekly cash reports
Preparing monthly tenant statements
Reconciling tenant ledgers
Preparing receipt charge batches for corporate entities and preparing intercompany billings
Reviewing payable batches ensuring property G/L coding, description, and supporting documentation
Preparing month end accruals
Posting rent and CAM charges
Handling late fees and bill backs
Monthly and quarterly AR review
CAM reconciliations

Requirements

Bachelors Degree in Accounting or Finance
2+ years real estate accounting experience
Experience with Excel a must, Yardi or MRI experience preferred

]]> Thu, 30 Jul 2020 00:00:00 PDT 0 <![CDATA[Tax Senior]]> Tax Staff - Tax Senior

Well-established Pasadena CPA firm offering opportunities for challenging tax work across a broad and diverse range of clients and industries. We provide a supportive and collaborative clan culture for the tax professional seeking growth and career development.

Opportunities currently available are for tax staff to tax senior level professionals. Initial responsibilities include compliance work with a variety of return types to include 1040, 1041, 1065, 1120, 990, 709, 706, and foreign returns and reports.

Role, title, and compensation are commensurate with proven abilities. Minimum two-years recent CPA firm work history is requisite. Professional licensure, Business degree, GoSystem® Tax RS, paperless workflow, and broad tax background are desirable.

Job Type: Full-time

Benefits:

401(k)
Health Insurance
Life Insurance
Paid Time Off
Retirement Plan

Experience:

CPA firm: 2 years (Required)

Education:

Bachelor's (Required)

License:

CPA (Preferred)

Work Location:

One location

Benefit Conditions:

Waiting period may apply
Only full-time employees eligible

Work Remotely:

Temporarily due to COVID-19

]]> Mon, 20 Jul 2020 00:00:00 PDT 0 <![CDATA[Tax Senior]]> Tax Senior Accountant (New Jersey)

Position Description:

EOSâs New Jersey office is currently seeking qualified candidates for Tax Senior Accountant.

Responsibilities

1. Develop and maintain productive relationships with clientsâ management throughout the year.
2. Prepare corporate and individual income tax returns.
3. Manage multiple assignments simultaneously and delegate work
successfully.
4. Supervise tax staff, including conducting timely performance feedback and reviews and providing training.
5. Communicate effectively and professionally with Japanese-speaking and English-speaking clients both orally and in writing in order to build business relationships with clients.
6. Assist in day-to-day client matters including responding to and consulting on client questions and requests.

Qualifications

To qualify, candidate must have:

• An undergraduate or graduate degree in Accounting or a related field.
• A CPA license or be qualified to sit for the Uniform CPA Exam.
• At least 3 years of tax service experience in a public accounting firm. Experience as a Tax Senior is a plus.
• Advanced written/verbal communication skills.
Japanese bilingual preferred.
]]> Fri, 17 Jul 2020 00:00:00 PDT 0 <![CDATA[Tax Manager (Remote) ]]> Position Summary:

Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise.
Conduct primary and secondary review of complicated or complex income tax returns including C-Corp, S-Corp, Partnerships and individual clients.
Research and consult on various tax matters.
Excellent analytical, technical, and tax accounting/technology skills with proficiency in U.S. GAAP, ASC 740, ASC 740-10, tax compliance, consolidated returns, partnership returns, multi-state tax returns and international compliance.
Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end review.
Work closely with partners, managers and staff on client management, practice development and business development activities.
State and local tax consulting and preparation.
Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive results-based team environment.
Exceptional communication skills with a demonstrated ability to develop and maintain outstanding client relationships.

Essential Requirements:

Minimum five years of progressive federal tax consulting and/or compliance experience in public accounting.
Bachelorâs degree in Accounting.
A current and valid CPA License.
Masters in tax law preferred.
Strong leadership, mentoring skills, coupled with excellent written, interpersonal and presentation skills.

]]> Tue, 14 Jul 2020 00:00:00 PDT 0 <![CDATA[Tax Manager (Remote) ]]> Position Summary:

Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise.
Conduct primary and secondary review of complicated or complex income tax returns including C-Corp, S-Corp, Partnerships and individual clients.
Research and consult on various tax matters.
Excellent analytical, technical, and tax accounting/technology skills with proficiency in U.S. GAAP, ASC 740, ASC 740-10, tax compliance, consolidated returns, partnership returns, multi-state tax returns and international compliance.
Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end review.
Work closely with partners, managers and staff on client management, practice development and business development activities.
State and local tax consulting and preparation.
Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive results-based team environment.
Exceptional communication skills with a demonstrated ability to develop and maintain outstanding client relationships.

Essential Requirements:

Minimum five years of progressive federal tax consulting and/or compliance experience in public accounting.
Bachelorâs degree in Accounting.
A current and valid CPA License.
Masters in tax law preferred.
Strong leadership, mentoring skills, coupled with excellent written, interpersonal and presentation skills.

]]> Tue, 14 Jul 2020 00:00:00 PDT 0 <![CDATA[Tax Consultant (Remote) ]]> Tax Consultant - Corporate Tax

Position Summary:

Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise.
Conduct primary and secondary review of complicated or complex income tax returns including C-Corp, S-Corp, Partnerships and individual clients.
Research and consult on various tax matters.
Excellent analytical, technical, and tax accounting/technology skills with proficiency in U.S. GAAP, ASC 740, ASC 740-10, tax compliance, consolidated returns, partnership returns, multi-state tax returns and international compliance.
Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end review.
Work closely with partners, managers and staff on client management, practice development and business development activities.
State and local tax consulting and preparation.
Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive results-based team environment.
Exceptional communication skills with a demonstrated ability to develop and maintain outstanding client relationships.

Essential Requirements:

Minimum three years of progressive federal tax consulting and/or compliance experience in public accounting.
Bachelorâs degree in Accounting.
A current and valid CPA License.
Masters in tax law preferred.
Strong leadership, mentoring skills, coupled with excellent written, interpersonal and presentation skills.

]]> Tue, 14 Jul 2020 00:00:00 PDT 0 <![CDATA[Tax Consultant (Remote) ]]> Position Summary:

Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise.
Conduct primary and secondary review of complicated or complex income tax returns including C-Corp, S-Corp, Partnerships and individual clients.
Research and consult on various tax matters.
Excellent analytical, technical, and tax accounting/technology skills with proficiency in U.S. GAAP, ASC 740, ASC 740-10, tax compliance, consolidated returns, partnership returns, multi-state tax returns and international compliance.
Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end review.
Work closely with partners, managers and staff on client management, practice development and business development activities.
State and local tax consulting and preparation.
Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive results-based team environment.
Exceptional communication skills with a demonstrated ability to develop and maintain outstanding client relationships.

Essential Requirements:

Minimum three years of progressive federal tax consulting and/or compliance experience in public accounting.
Bachelorâs degree in Accounting.
A current and valid CPA License.
Masters in tax law preferred.
Strong leadership, mentoring skills, coupled with excellent written, interpersonal and presentation skills.

]]> Tue, 14 Jul 2020 00:00:00 PDT 0 <![CDATA[Tax Staff - Experienced Tax Staff Associate]]> Tax Staff - Experienced Tax Staff Associate

About Us:

We are an established and profitable tax firm

Our firm focuses on services to high net worth individuals. We are fortunate to have experienced continuous significant growth, and have attracted great clients with complex tax situations that create challenging and interesting work along with great opportunities for our employees. Therefore, we are recruiting the best-of-the best tax professionals!

As a Tax Staff in our tax practice, you will assist with the preparation of tax returns, working with more experienced team members on tax issues, filings, research and correspondence.

The minimum qualifications for the Tax Staff position are:

1-2 years of tax accounting experience, working for a small firm or for public accounting firm such as Big four or large regional firm.
Passage of the CPA exam or certain parts preferred, but not required.
Bachelor's degree in Business Administration, preferably with a major in Accounting or its equivalent to qualify for CPA examination.
Highly motivated to learn technical skills in an on the job learning environment.
Outstanding interpersonal skills.
Excellent verbal and written communication skills.
Strong computer skills, working knowledge of MS Word and Excel.
Experience with Prosystems and Engagement software, a plus.
Experience working in a paperless environment.
Highly motivated to learn technical skills in an on the job learning environment.
- Must be serious about a career in tax, and have a strong desire to learn

]]> Mon, 13 Jul 2020 00:00:00 PDT 0 <![CDATA[Senior Level Accountant / Auditor / Consultant]]> Full service tax, audit, accounting and consulting firm. Since our founding in 2004, we have been providing solutions to Federal, State, local and privately held businesses, their owners, high net-worth individuals and non-profit organizations.

Our effective business strategy builds on our expertise in consulting and accounting operations to help clients perform at the highest levels so they can create continued value for their customers and owners. Using our industry knowledge, service-offering expertise and technological capabilities, we help businesses identify risks and opportunities to ensure clients maximize potential and develop plans to mitigate liabilities.

Senior Level Accountant/Auditor/Consultant

Los Angeles Region

We are seeking to immediately hire several Senior Level Accountant/Auditor/Consultants in the Los Angeles, CA region to support Federal/State/Local Government and Private Sector engagements. We expect all candidates to possess at least 4+ years of combined Accounting and Audit Industry and Advisory/Consulting skills that can effectively apply Accounting and Audit Standards working on Private Sector, Federal/State and Local government projects.

Responsibilities:
1. Plan and execute the day-to-day activities of Financial and Internal audit engagements for Private Sector, U.S. Federal/State and Local government clients.

Perform or oversee attestation engagements, including agreed-upon procedure audits for various federal, state, and local agencies.
Perform contract pre-award and agreed upon procedures audits of grantees or contractors

Evaluate the design and effectiveness of internal controls throughout the business cycle.
Identify and communicate audit findings to senior management and clients.
Help identify performance improvement opportunities for assigned clients.
Work independently with minimal supervision supporting various client stakeholders and working in cross-functional teams.
Supervise associates and junior audit staff on assigned engagements.
Serve as a liaison between clients, management and various Internal/External stakeholders.
Provide technical knowledge in financial management areas of accounting, financial reporting, internal controls, and/or financial business systems.
Manage across the project lifecycle including assisting with scope definition, business case development, vendor assessment, requirements gathering, functional and technical design, testing, training, and implementation phases.
Review draft deliverables prepared by engagement team Associates and other Seniors, confirm all review changes have been incorporated, compile updated draft on assigned deliverables timely, and within quality standards for review by engagement manager.
Coordinate efforts managing all project deliverables and escalate potential risks and delays to management timely.
Develop and sustain solid relationships with client personnel and identify opportunities to provide additional services.
Contribute to the development and evolution of methodologies and intellectual capital including contributing to articles, whitepapers, and training efforts.
Tax experience highly recommended.
Ability to analyze financial data, computer generated information, other client prepared materials, and verbal information received by clients and document audit procedures in accordance with generally accepted auditing standards, including but not limited to:
1. 1. Reviewing data regarding material assets, net worth, liabilities, capital stock, surplus, income, and expenditures.

1. 1. Reviewing computer-generated reports to determine if accepted accounting procedure was followed in recording transactions.
  2. Verifying journal and ledger entries of cash and check payments, purchases, expenses, and trial balance data.
  3. Preparing reports for management concerning scope of audit, financial conditions found, and source of application of funds.
  4. Making recommendations regarding improving operations and financial position of company.
  5. Implementing procedures for discovering and preventing fraud.

II. Qualifications:

Experience in the following areas:
1. Private Sector, Federal/State and Local government financial reporting and/or auditing in accordance with applicable standards.
2. For Federal and governmental projects, we seek candidates with knowledge/experience in Office of Management and Budget guidance, Generally Accepted Government Auditing Standards (GAGAS), Federal Accounting Standards Advisory Board standards, and Government Accountability Office Yellow Book and Federal Acquisition Regulations (FAR).
3. Internal or External Audit.
4. Risk Assessment.
Experience in the preparation, review, and/or analysis of financial statements for Private Sector, U.S. Federal/State and Local government entities.
Experience in internal controls, business process analysis, and business systems, and working knowledge of GAAP, the United States Standard General Ledger and/or Major ERP Systems experience preferred.
Strong understanding of business processes, project management methodologies, and leading practices.
Bachelorâs degree in accounting from an accredited college/university required.
CPA license preferred or CPA candidate required.
Experience across multiple industries with a demonstrated track record of leadership, client management, and project management/delivery.
Experience with FAR, government, non-profit and Single Audit preferred.
Limited supervisory experience within a consulting role is preferred.
Strong leadership and communication skills, technical knowledge, and the ability to write at a publication quality level in order to communicate findings and recommendations to the clientâs senior management team.
U.S. citizenship required.
Relevant and Active/Current Accounting and Audit Certifications preferred such as - CPA, CGFM, CDFM, and CIA.
Continuing Education “Yellow Book” standards documentation required.
Ability to travel domestically 20-50%

III. Benefits:

We value our employeesâ time and efforts. Our commitment to your success is enhanced by our competitive compensation and an extensive benefits package including paid time off, medical, dental and vision benefits and future growth opportunities within the company. Plus, we work to maintain the best possible environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Compensation is commensurate with experience.

To Apply:

Qualified candidates are encouraged to submit their cover letter, resume, references and salary requirements ASAP
]]> Thu, 09 Jul 2020 00:00:00 PDT 0 <![CDATA[Tax Supervisor]]> Tax Supervisor

Rapidly-growing CPA firm in Temecula Valley is currently looking for a Tax Supervisor.

We are a full-service firm that offers a wide variety of accounting, tax, audit, and business advisory services. We offer solutions to clients in the corporate, individual, nonprofit, partnership/LLC and trust tax areas. Through our commitment to quality and client service, we have developed a large base of more than 1,200 tax clients. We believe our success is due in large part to an added emphasis on customer service. We take the time to understand each client's unique situation before developing a tax strategy.

The right candidate will work closely with our tax partners to supervise both our tax and accounting services departments. The Supervisor will be active in the community and demonstrate an aptitude in establishing relationships within the local community that will lead to attaining clients and firm growth.

The Supervisor position will offer an opportunity for growth and advancement into a partnership opportunity with the firm.

Requirements:

Licensed California CPA
Minimum 5 years of experience in public accounting with an emphasis on tax and accounting services.
Prior Tax Supervisor experience a must
Excellent verbal ad writing skills
Proficient in tax and accounting software (Lacerte, QuickBooks)Proficient in Microsoft Office (Word, Excel, Outlook)Ability to work closely with clients, staff, and partner team
Superior project management skills

Offers a competitive compensation package that includes medical/dental benefits and a retirement plan.

Experience:

Tax Accounting: 5 years (Required)

Public Accounting: 5 years (Required)

License:CPA (Required)

Application Question:

How many years of Lacerte and QuickBooks experience do you have

]]> Thu, 25 Jun 2020 00:00:00 PDT 0 <![CDATA[Senior Tax Accountant]]> Senior Tax Accountant

Prepare and review tax returns for Individual, Partnership, Corporate, Trust & Estate. Perform accounting and bookkeeping and tax planning throughout the year. Interact with IRS, FTB and clients notices, audits and correspondences. Establish and maintain professional client relationships.

Requirements:

3-10 years Accounting and Tax experience. CPA or Enrolled agent.
Self -motivated, outgoing professional. Excellent written and verbal communication skills. Strong people skills. Knowledge of Lacerte tax software.

Education:

- Bachelor's (Required)
- CPA or CPA candidate]]> Wed, 24 Jun 2020 00:00:00 PDT 0 <![CDATA[Executive Assistant]]> Executive Assistant

Exciting opportunity to be an Executive Assistant - Senior Executive Assistant to a founding member of a Law Firm specializing in entertainment law.

The Law Firm is well known and established in the area and the successful candidate will be both a professional and administrative assistant.

Duties:

Calendar management - setting calls/meetings/lunches/drinks/dinners
Rolling calls and keeping a diligent, organized phone sheet, as well as updating contacts as needed
Taking notes on calls to memorialize proposals, counter proposals, deal terms, offers, etc.
Sending agreements out to clients for signature/countersignature and tracking the status of agreements and payments when necessary. Coordinating start paperwork, often with the help of business managersâ offices
Filing/document organization â both paper and digital
Tracking and maintaining documents with respect to personal matters such as investments
Monitoring emails, with specific attention to responding quickly, professionally, and efficiently
Managing mail
Interfacing with clients and responding to their needs, concerns, questions, etc.
Coordinating travel
Occasionally drafting formal emails, memos, bios, letters, etc.
Performing research assignments as needed

Qualifications:

5 years minimum Executive Assistant experience with C-Level in an Entertainment Company or Partner in an Entertainment Law Firm
Bachelorâs Degree, Masterâs Degree or JD a plus.

]]> Tue, 16 Jun 2020 00:00:00 PDT 0 <![CDATA[Audit Manager]]> Audit Manager

Top 100 accounting and consulting firm in the west region. Serving clients for over 50 years providing the services of a large firm with a blended environment of practices, services and industry specializations and continues to demonstrate renowned industry leadership year-over-year. The firm takes pride in client service and professional and personal advancement, as demonstrated by our program which promotes a culture of learning and growth through targeted development and leadership programs, together with a continual focus on client service and technological evolvement.

Essential Functions:

Responsible for all phases of an audit, compilation, or review engagement.
Maintains contact with clients throughout the year; possesses a thorough knowledge of the client and all facets of clientâs business.
Demonstrates thorough knowledge and proficiency in advanced technical skills necessary for advising clients.
Plans, schedules and staffs engagements using Firm policies and procedures.

Minimum Qualifications:

Generally requires five (5) to seven (7) years experience in public accounting, demonstrating a proven progression in complexity, scope, and number of engagements managed.
Minimum of two (2) years experience in a supervisory position.
Bachelorâs degree in accounting, or Masterâs degree in accounting.
Japanese bilingual is a must.

Affirmative action-equal opportunity employer and complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other category protected by applicable federal, state or local laws
]]> Thu, 04 Jun 2020 00:00:00 PDT 0 <![CDATA[Audit Manager]]> Position Summary

Are You Ready to Take Control of Your Career Path?

Looking to gain a broad range of financial auditing experience on international clients that are both private and public? Why not take a moment to apply to our newest Audit opening with our China Team out of Irvine, California. This role is ideal for someone open to international travel and speaks and reads in Chinese/Mandarin. Ready to take control of your Audit career? Let's connect!

The Firm

UHY Advisors, Inc. is one of the leading professional services firms in the US. UHY LLP, certified public accountants, and UHY Advisors, Inc. work together in an alternative practice structure, to provide comprehensive audit, tax, advisory and related services to clients in a wide range of industries. We serve companies ranging from mid-sized to the Fortune 500, throughout the United States and around the globe. We have offices across the US and, as a founder and independent member of UHY International, we have access to international resources in nearly 320 business centers and in excess of 92 countries.

Our firmâs commitment to client service is personable, value-added and cost-effective. Our goal is to exceed your expectations on every engagement. We share our clientsâ vision to improve profitability, enhance growth, avoid financial pitfalls, minimize taxes and preserve wealth. Itâs a philosophy we call “The Next Level of Service”.

The Team

The Audit practice client base mirrors the diverse and vibrant industries operating in the Metro New York region including technology, manufacturing and private equity. Our Audit team serves closely held and publicly traded companies.

An Audit Manager is in a position of advanced technical aptitude and supervisory responsibilities.

Tasks

Responsibilities

Detail review of audits, reviews and compilations for clients in various industries
Reviews financial statements and disclosures for appropriateness in form, content, completeness, and accuracy
Advanced technical knowledge of accounting and reporting standards
Identifies audit and risk management issues and proposes potential solutions through research and collaboration with Quality Review and Partner
Primary client contact and liaison for complex issues that staff are unable to resolve; communicate effectively with clients and develop positive relationships with client personnel
Perform a detail review of teamâs workflow and monitor tasks that are assigned and completed on a timely basis
Oversee Seniors and Staff coordinating the day-to-day duties of planning, fieldwork and wrap-up
Supervise, train and mentor audit staff
Stays current on technical and industry developments and standards while evaluating potential impacts on their client engagements

Skills

The Skills

Excellent oral and written communication skills, including the ability to explain complex audit issues in plain language
Attention to detail and dedication to quality
Strong project management, problem solving, and analytical skills
Strong leadership, training, mentoring and staff development skills
Time management, multitasking, and ability to maintain poise and professionalism during stressful periods
Dependability, integrity, and trustworthiness combined with a team mentality

Experience And Education

The Benefits

Compensation competitively on the role, credentials, and experience
Discretionary annual bonus plan
Comprehensive benefits package
Continuous learning opportunities and CPE classes
Great prospects for career advancement
Exposure to a wide variety of clients
Work/life balance
Amazing family-like culture of a small office with the benefits of a large firm

The Requirements

Minimum Bachelorâs degree in Accounting
5-10 years in relevant position
CPA or relevant certification for respective discipline as soon as possible, if certification is not already attained.
Must maintain required CPE credits annually
Bi-lingual in English and Mandarin required

Seniority Level
Associate
Industry

Management Consulting
Financial Services
Accounting

Employment Type
Full-time
Job Functions

Accounting/Auditing
Finance

]]> Mon, 01 Jun 2020 00:00:00 PDT 0 <![CDATA[Audit Staff - Experienced Audit Staff]]> Audit Staf

Job Description:

We are looking to build upon our team to meet the needs of the firms rapidly growing clientele. Applicants must showcase a driven and meticulous work ethic, attention to detail, ability to thrive in a team environment and while working independently. Our firm has a long history of providing a healthy work environment that allows for a great balance of work and family life.

Responsibilities:

The Audit Staff is expected to uphold the Firmâs values and professionalism while coordinating with our clients. Conduct timely audits, and other assurance related matters, while maintaining continuous client relationships, resolving complex accounting issues, advising on economic and regulatory risks, and staying up-to-date with current technical standards. Responsible for supervising, directing and reviewing tasks throughout the complete audit process. May be involved with marketing and business development. Ability to manage an efficient and profitable audit. Travel as needed.

Required Qualifications

BS/BA Degree in Accounting or equivalent degree
CPA Certification or CPA candidate
1+ years of current experience in public accounting
Understanding of current GAAP and FASB regulations
SEC, SOX and Lease accounting a plus
Record of building profitable and sustainable client relationships
CCH Axcess and CCH ProSystem Engagement
Microsoft Office Products

We are an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.
]]> Mon, 01 Jun 2020 00:00:00 PDT 0 <![CDATA[Audit Senior ]]> Audit Senior

Audit Senior Job Description

An Audit Senior Accountant is newly in a position of advanced technical aptitude and supervisory responsibilities. A Senior must be able to handle more complex assignments than the staff, begin to learn the complete process of managing all tasks regarding client work, and take a lead role in developing/reviewing the work of less experienced staff.

Responsibilities

Perform and assist with audits, reviews and compilations for clients in various industries
Prepare and analyze financial statements and evaluate internal controls
Assist with the coordination of the day-to-day duties of planning, fieldwork and wrap-up
Deep understanding of accounting and reporting standards
Develop reasonable time budgets and coordinate audit requests to meet time constraints and client deadlines
Interact with clients to help ensure the information flow from the client to the audit team is efficient
Communicate with Manager and/or Director on work status and client issues that arise

Required Qualifications

Minimum Bachelorâs degree in Accounting
Masterâs degree or 150 credits completed
2-6 years in relevant position
Bi-lingual in English and Mandarin is a plus
CPA or actively working toward passing the CPA Exam, or relevant certification for respective discipline as soon as possible, if certification is not already attained.
Must maintain required CPE credits annually
Must be open to international travel

]]> Mon, 01 Jun 2020 00:00:00 PDT 0 <![CDATA[Tax Manager]]> TAX MANAGER

POSITION OVERVIEW:

We are looking for a Tax Manager that specializes in various aspects of partnership, S Corp and ultra-high net worth individual tax including entertainment, real estate and venture capital owned companies. In this position, you will work directly with clients, key decision makers and business owners across various industries and geographies. We provide an exceptional opportunity to develop professionally through exposure to strategic tax planning and compliance, deal structure consultations, and business advisory.

Our boutique firm is comprised of former “Big 4” management and complex, interesting clients similar to larger firms. However, we are different then our larger competitors in that our smaller structure allows us to create an opportunity for our employees to be heard and have their ideas incorporated into the firmâs future. Employees are exposed to more diverse work, can advance more quickly, and will grow/learn in a work environment where firm politics and bureaucracy do not exist.

DUTIES & SKILLS:

At least 7 years of public accounting experience in a tax department (ideally in a large local or national CPA firm (large business management firm also ok))
Strong Technical experience required in Partnership, S Corp and Complex Individual Tax
Multi-State experience needed
Must be able to prepare (25-30%) and review (70-75%) of assigned tax compliance work
Good understanding of accounting - able to make corrections to clientâs financial reports as part of tax return preparation
Manage IRS/FTB audits and correspondence
Multi-task in a fast-paced professional work environment
Detail oriented and have strong organizational and problem-solving skills
Team-player, ability to teach others and good interpersonal skills
Tech-savvy and able to resolve basic IT issues while working in a paperless environment
Prior experience working with CCH ProSystem FX Tax Software is preferred
CPA license required & Masters of Taxation is beneficial for this position

We offer an excellent compensation package, including a competitive base salary, bonuses, medical/dental/vision benefits, 401(k) with match, continuing education & professional license renewals. In addition to Holidays/Vacation/Sick days, we offer flexibility and the opportunity for partially remote work. Compensation offers will be based on experience
]]> Wed, 06 May 2020 00:00:00 PDT 0 <![CDATA[Tax Manager]]> Tax Manager

Job Details

Seeking a talented, self-driven and high- energy individual to serve as Manager, Tax Reporting & Planning. As the Manager, you will be responsible for Assisting the VP, Tax and Treasury in the setting up of corporate tax policies and developing tax planning strategies to reduce overall tax expense and exposure. You will advise management on tax implications of transactions and recommend tax savings structure as well as working with operating groups in advising tax implications and developing and implementing tax savings. If you are a high-energy, motivated individual who thrives in a fast-paced business environment, please submit your credentials for consideration.

Core Responsibilities:

Assist VP, Tax and Treasury with implementation of corporate tax policy.
Develop and implement tax planning strategy to reduce overall tax expense.
Advise management on tax implications and recommend tax savings.
Work with various businesses in advising tax implications of transactions and developing and implementing tax savings strategies.
Assist other Tax managers and staff with regard to tax reporting and planning.
Manage computation of annual and quarterly consolidated income tax provisions and the calculation of the effective tax rate.
Compose footnotes for annual reporting process and other financial documents as needed.
Assure adherence to all internal tax regulations (i.e. work with international finance directors and external accounting firm) to ensure compliance at all levels.
Review all international tax accounting procedures for compliance to U.S. GAAP reporting requirements.
Interact and manage outside consultants for annual and quarterly audits and special projects

Qualifications:

6+ years of applicable Tax experience, with a minimum of years in international tax.
Minimum of 3 years' experience in public accounting (Big 4 firm) preferred.
Financial diagnosis and accounting skills while working close with corporate finance team.
Strong written and verbal communications skills; solid research and computer skills, including proficiency in Microsoft Office Suite and the ability to work well both autonomously and collaboratively.
Effectively plan, prioritize projects including schedules, resource allocation, communication and cost.
Exhibits sound judgement when making business decisions and balancing different needs.
Ability to work additional hours as needed and travel to various locations as required.
Planning and organizing. Scheduling and monitoring; deadline-oriented. Attention to detail and accuracy.
Strategic planning; problem-analysis and problem-solving skills.
Critical thinking; judgement and decision-making. Dealing with complexity.

Education Requirements:

Bachelor Degree in Accounting or related field
Master Degree in Tax degree strongly preferred.

]]> Mon, 13 Apr 2020 00:00:00 PDT 0 <![CDATA[Remote Audit Senior or Audit Manager - Part Time]]> Remote Audit Senior / Manager â Part Time - Work Life Balance!

Based in Los Angeles, we are a growing Accounting Firm!

We are looking to add a Non-Profit Audit Manager to our team!

We are a company who values our employeeâs happiness.

We provide the tools you need to succeed as a remote work from home professional with the rewarding work of a CPA firm

We are positive people who work to live and not live to work!

We are looking for driven people who want to have a very enjoyable career, while also enjoying thriving, active and happy personal lives!

If you are an audit manager with 5+ yearsâ experience

Non-Profit experience is a plus but not required
]]> Fri, 03 Apr 2020 00:00:00 PDT 0 <![CDATA[Advisory Manager - Finance Transformation ]]> Finance Transformation Manager â Consultant
Lead and/or support project teams engaged in the successful delivery of a wide range of Financial Transformation initiatives aligning finance with business strategy in support of the broader organizationâs future vision

Help develop Finance strategies by assessing a clientâs business challenges/needs/gaps, diagnosing the root problems and recommending an approach leveraging the company's assets

Create strategies and blueprints that define end-to-end finance processes (e.g., Procure to Pay, Order to Cash, Record to Report) and harness the power of robotic process automation to accelerate transaction processing.

Identify and support business development initiatives; participate in and lead all aspects of the proposal development process

Develop thought capital and disseminate information around current and emerging trends

Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, the CFO ecosystem, and broader marketplace

Who you are:

Finance focused with a minimum of 5 yearsâ experience combined in finance + strategic consulting.

Solid understanding of the finance function, operating models, supporting organization structures, and process best practices.

Significant engagement management experience as well as business, practice, and people development

Working knowledge and expertise in analytics, forecasting, and finance technologies (process, planning analytics, core Financial)

Experience with Finance technologies such as Anaplan, Cognos, Hyperion, OBIEE, Tableau, Fusion, etc.

ERP technology understanding SAP / Oracle / Workday)

Experience leading a project, leading a project team and the ability to lead key requirement workshops with clients

Demonstrated ability to clearly communicate with clients, document requirements, and articulate the value proposition and business case for various finance transformation solutions

]]> Tue, 24 Mar 2020 00:00:00 PDT 0 <![CDATA[Finance Transformation - Consultant/Manager]]> Finance Transformation â Consultant/Manager
Lead and/or support project teams engaged in the successful delivery of a wide range of Financial Transformation initiatives aligning finance with business strategy in support of the broader organizationâs future vision

Help develop Finance strategies by assessing a clientâs business challenges/needs/gaps, diagnosing the root problems and recommending an approach leveraging the company's assets

Create strategies and blueprints that define end-to-end finance processes (e.g., Procure to Pay, Order to Cash, Record to Report) and harness the power of robotic process automation to accelerate transaction processing.

Identify and support business development initiatives; participate in and lead all aspects of the proposal development process

Develop thought capital and disseminate information around current and emerging trends

Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, the CFO ecosystem, and broader marketplace

Who you are:

Finance focused with a minimum of 5 yearsâ experience combined in finance + strategic consulting.

Solid understanding of the finance function, operating models, supporting organization structures, and process best practices.

Significant engagement management experience as well as business, practice, and people development

Working knowledge and expertise in analytics, forecasting, and finance technologies (process, planning analytics, core Financial)

Experience with Finance technologies such as Anaplan, Cognos, Hyperion, OBIEE, Tableau, Fusion, etc.

ERP technology understanding SAP / Oracle / Workday)

Experience leading a project, leading a project team and the ability to lead key requirement workshops with clients

Demonstrated ability to clearly communicate with clients, document requirements, and articulate the value proposition and business case for various finance transformation solutions

]]> Tue, 24 Mar 2020 00:00:00 PDT 0 <![CDATA[Finance Transformation - Consultant/Manager]]> Finance Transformation â Consultant/Manager
Lead and/or support project teams engaged in the successful delivery of a wide range of Financial Transformation initiatives aligning finance with business strategy in support of the broader organizationâs future vision

Help develop Finance strategies by assessing a clientâs business challenges/needs/gaps, diagnosing the root problems and recommending an approach leveraging the company's assets

Create strategies and blueprints that define end-to-end finance processes (e.g., Procure to Pay, Order to Cash, Record to Report) and harness the power of robotic process automation to accelerate transaction processing.

Identify and support business development initiatives; participate in and lead all aspects of the proposal development process

Develop thought capital and disseminate information around current and emerging trends

Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, the CFO ecosystem, and broader marketplace

Who you are:

Finance focused with a minimum of 5 yearsâ experience combined in finance + strategic consulting.

Solid understanding of the finance function, operating models, supporting organization structures, and process best practices.

Significant engagement management experience as well as business, practice, and people development

Working knowledge and expertise in analytics, forecasting, and finance technologies (process, planning analytics, core Financial)

Experience with Finance technologies such as Anaplan, Cognos, Hyperion, OBIEE, Tableau, Fusion, etc.

ERP technology understanding SAP / Oracle / Workday)

Experience leading a project, leading a project team and the ability to lead key requirement workshops with clients

Demonstrated ability to clearly communicate with clients, document requirements, and articulate the value proposition and business case for various finance transformation solutions

]]> Tue, 24 Mar 2020 00:00:00 PDT 0 <![CDATA[Risk Finance - Manager/Senior Manager]]> Risk Finance â Manager/Senior Manager
Manager-level Risk consultants work closely with management of Fortune 500, mid-cap and start-up companies, as well as all levels of our staff from Consultant to Partner. Engagements include Internal Audit, SOX implementation and testing, attestation/certification readiness work, business process improvement projects, compliance and other assessments.

Principal duties and responsibilities:

May be responsible for managing a small group of individuals on a specific project.

Working on multiple engagements simultaneously; doing large portions of a particular project with minimal supervision.

Manage client relationships and deliver professional execution of internal audit engagements.

Assist in preparing risk assessments and audit plans for clients.

Drafting or reviewing engagement scope, project plans, risk assessments, testing approach and specific procedures;

Reviewing Risk controls testing, process narratives, flow charts or procedures for other types of assessments;

Consult with client management to develop control identification and implementation solutions which work best for the organization.

Develop new client relationships and sales opportunities; Seek opportunities to expand service offerings to existing clients.

Responsible for developing and sustaining a controlled environment, eliminating the need for the company to communicate any significant deficiencies to its Audit Committee or disclose any material weaknesses in the form 10-K.

Implement controls which are SOX compliant and add value without being overly burdensome or restrictive to the organization.

Perform and document each component of the assessment of the companyâs internal controls over financial reporting in a manner which allows the companyâs external auditors to leverage as much of the work performed by management as possible, thereby eliminating duplication of work and reducing overall compliance costs.

Meets accounting financial objectives by forecasting requirements; preparing an annual budget; scheduling expenditures; analyzing variances; initiating corrective actions.

Confirms financial status by monitoring revenue and expenses; coordinating the collection, consolidation, and evaluation of financial data; preparing special reports.

Guides other departments by researching and interpreting accounting policy; applying observations and recommendations to operational issues.

Maintains accounting controls by establishing a chart of accounts; defining accounting policies and procedures.

Advises senior management regarding matters, such as effective use of resources and methods, for preventing capital being frozen.

Education and Experience Requirements:

At least 5+ years of experience working in an accounting/ risk advisory role, with at least 3 years at a Big Four or a large national firm;

Certified CIA or other standard auditing certification combined with solid Internal Audit experience;

Undergraduate degree in Accounting, CPA and/or MBA combined with solid accounting experience are preferred but not required;

Bachelorâs degree in the Financial/Accounting field from an accredited university;

Strong technical skills and a working knowledge of SOX, COSO, SOC reporting;

Market facing, with experience in selling to new clients, as well as expanding services to existing clients;

Ability to multi- task between responsibilities, prioritize and handle multiple requests;

Excellent interpersonal, written and oral communication skills, and Strong analytical and critical thinking abilities;

Excellent communication and presentation skills both verbal and written;

Entrepreneurial nature, self-motivated, ethical, and dependable;

Strong project management skills;

Expertise is Microsoft Excel for the use of data analysis including the use of pivot tables, v lookups, arrays, etc;

Must have excellent work habits, including a willingness to work the hours necessary to get the job done, especially when important deadlines cause greater than normal departmental pressures;

]]> Tue, 24 Mar 2020 00:00:00 PDT 0 <![CDATA[Risk Finance - Manager/Senior Manager]]> Risk Finance â Manager/Senior Manager
Manager-level Risk consultants work closely with management of Fortune 500, mid-cap and start-up companies, as well as all levels of our staff from Consultant to Partner. Engagements include Internal Audit, SOX implementation and testing, attestation/certification readiness work, business process improvement projects, compliance and other assessments.

Principal duties and responsibilities:

May be responsible for managing a small group of individuals on a specific project.

Working on multiple engagements simultaneously; doing large portions of a particular project with minimal supervision.

Manage client relationships and deliver professional execution of internal audit engagements.

Assist in preparing risk assessments and audit plans for clients.

Drafting or reviewing engagement scope, project plans, risk assessments, testing approach and specific procedures;

Reviewing Risk controls testing, process narratives, flow charts or procedures for other types of assessments;

Consult with client management to develop control identification and implementation solutions which work best for the organization.

Develop new client relationships and sales opportunities; Seek opportunities to expand service offerings to existing clients.

Responsible for developing and sustaining a controlled environment, eliminating the need for the company to communicate any significant deficiencies to its Audit Committee or disclose any material weaknesses in the form 10-K.

Implement controls which are SOX compliant and add value without being overly burdensome or restrictive to the organization.

Perform and document each component of the assessment of the companyâs internal controls over financial reporting in a manner which allows the companyâs external auditors to leverage as much of the work performed by management as possible, thereby eliminating duplication of work and reducing overall compliance costs.

Meets accounting financial objectives by forecasting requirements; preparing an annual budget; scheduling expenditures; analyzing variances; initiating corrective actions.

Confirms financial status by monitoring revenue and expenses; coordinating the collection, consolidation, and evaluation of financial data; preparing special reports.

Guides other departments by researching and interpreting accounting policy; applying observations and recommendations to operational issues.

Maintains accounting controls by establishing a chart of accounts; defining accounting policies and procedures.

Advises senior management regarding matters, such as effective use of resources and methods, for preventing capital being frozen.

Education and Experience Requirements:

At least 5+ years of experience working in an accounting/ risk advisory role, with at least 3 years at a Big Four or a large national firm;

Certified CIA or other standard auditing certification combined with solid Internal Audit experience;

Undergraduate degree in Accounting, CPA and/or MBA combined with solid accounting experience are preferred but not required;

Bachelorâs degree in the Financial/Accounting field from an accredited university;

Strong technical skills and a working knowledge of SOX, COSO, SOC reporting;

Market facing, with experience in selling to new clients, as well as expanding services to existing clients;

Ability to multi- task between responsibilities, prioritize and handle multiple requests;

Excellent interpersonal, written and oral communication skills, and Strong analytical and critical thinking abilities;

Excellent communication and presentation skills both verbal and written;

Entrepreneurial nature, self-motivated, ethical, and dependable;

Strong project management skills;

Expertise is Microsoft Excel for the use of data analysis including the use of pivot tables, v lookups, arrays, etc;

Must have excellent work habits, including a willingness to work the hours necessary to get the job done, especially when important deadlines cause greater than normal departmental pressures;

]]> Tue, 24 Mar 2020 00:00:00 PDT 0 <![CDATA[Risk Finance - Manager/Senior Manager]]> Risk Finance â Manager/Senior Manager
Manager-level Risk consultants work closely with management of Fortune 500, mid-cap and start-up companies, as well as all levels of our staff from Consultant to Partner. Engagements include Internal Audit, SOX implementation and testing, attestation/certification readiness work, business process improvement projects, compliance and other assessments.

Principal duties and responsibilities:

May be responsible for managing a small group of individuals on a specific project.

Working on multiple engagements simultaneously; doing large portions of a particular project with minimal supervision.

Manage client relationships and deliver professional execution of internal audit engagements.

Assist in preparing risk assessments and audit plans for clients.

Drafting or reviewing engagement scope, project plans, risk assessments, testing approach and specific procedures;

Reviewing Risk controls testing, process narratives, flow charts or procedures for other types of assessments;

Consult with client management to develop control identification and implementation solutions which work best for the organization.

Develop new client relationships and sales opportunities; Seek opportunities to expand service offerings to existing clients.

Responsible for developing and sustaining a controlled environment, eliminating the need for the company to communicate any significant deficiencies to its Audit Committee or disclose any material weaknesses in the form 10-K.

Implement controls which are SOX compliant and add value without being overly burdensome or restrictive to the organization.

Perform and document each component of the assessment of the companyâs internal controls over financial reporting in a manner which allows the companyâs external auditors to leverage as much of the work performed by management as possible, thereby eliminating duplication of work and reducing overall compliance costs.

Meets accounting financial objectives by forecasting requirements; preparing an annual budget; scheduling expenditures; analyzing variances; initiating corrective actions.

Confirms financial status by monitoring revenue and expenses; coordinating the collection, consolidation, and evaluation of financial data; preparing special reports.

Guides other departments by researching and interpreting accounting policy; applying observations and recommendations to operational issues.

Maintains accounting controls by establishing a chart of accounts; defining accounting policies and procedures.

Advises senior management regarding matters, such as effective use of resources and methods, for preventing capital being frozen.

Education and Experience Requirements:

At least 5+ years of experience working in an accounting/ risk advisory role, with at least 3 years at a Big Four or a large national firm;

Certified CIA or other standard auditing certification combined with solid Internal Audit experience;

Undergraduate degree in Accounting, CPA and/or MBA combined with solid accounting experience are preferred but not required;

Bachelorâs degree in the Financial/Accounting field from an accredited university;

Strong technical skills and a working knowledge of SOX, COSO, SOC reporting;

Market facing, with experience in selling to new clients, as well as expanding services to existing clients;

Ability to multi- task between responsibilities, prioritize and handle multiple requests;

Excellent interpersonal, written and oral communication skills, and Strong analytical and critical thinking abilities;

Excellent communication and presentation skills both verbal and written;

Entrepreneurial nature, self-motivated, ethical, and dependable;

Strong project management skills;

Expertise is Microsoft Excel for the use of data analysis including the use of pivot tables, v lookups, arrays, etc;

Must have excellent work habits, including a willingness to work the hours necessary to get the job done, especially when important deadlines cause greater than normal departmental pressures;

]]> Tue, 24 Mar 2020 00:00:00 PDT 0 <![CDATA[Risk Finance - Manager/Senior Manager]]> Risk Finance â Manager/Senior Manager
Manager-level Risk consultants work closely with management of Fortune 500, mid-cap and start-up companies, as well as all levels of our staff from Consultant to Partner. Engagements include Internal Audit, SOX implementation and testing, attestation/certification readiness work, business process improvement projects, compliance and other assessments.

Principal duties and responsibilities:

May be responsible for managing a small group of individuals on a specific project.

Working on multiple engagements simultaneously; doing large portions of a particular project with minimal supervision.

Manage client relationships and deliver professional execution of internal audit engagements.

Assist in preparing risk assessments and audit plans for clients.

Drafting or reviewing engagement scope, project plans, risk assessments, testing approach and specific procedures;

Reviewing Risk controls testing, process narratives, flow charts or procedures for other types of assessments;

Consult with client management to develop control identification and implementation solutions which work best for the organization.

Develop new client relationships and sales opportunities; Seek opportunities to expand service offerings to existing clients.

Responsible for developing and sustaining a controlled environment, eliminating the need for the company to communicate any significant deficiencies to its Audit Committee or disclose any material weaknesses in the form 10-K.

Implement controls which are SOX compliant and add value without being overly burdensome or restrictive to the organization.

Perform and document each component of the assessment of the companyâs internal controls over financial reporting in a manner which allows the companyâs external auditors to leverage as much of the work performed by management as possible, thereby eliminating duplication of work and reducing overall compliance costs.

Meets accounting financial objectives by forecasting requirements; preparing an annual budget; scheduling expenditures; analyzing variances; initiating corrective actions.

Confirms financial status by monitoring revenue and expenses; coordinating the collection, consolidation, and evaluation of financial data; preparing special reports.

Guides other departments by researching and interpreting accounting policy; applying observations and recommendations to operational issues.

Maintains accounting controls by establishing a chart of accounts; defining accounting policies and procedures.

Advises senior management regarding matters, such as effective use of resources and methods, for preventing capital being frozen.

Education and Experience Requirements:

At least 5+ years of experience working in an accounting/ risk advisory role, with at least 3 years at a Big Four or a large national firm;

Certified CIA or other standard auditing certification combined with solid Internal Audit experience;

Undergraduate degree in Accounting, CPA and/or MBA combined with solid accounting experience are preferred but not required;

Bachelorâs degree in the Financial/Accounting field from an accredited university;

Strong technical skills and a working knowledge of SOX, COSO, SOC reporting;

Market facing, with experience in selling to new clients, as well as expanding services to existing clients;

Ability to multi- task between responsibilities, prioritize and handle multiple requests;

Excellent interpersonal, written and oral communication skills, and Strong analytical and critical thinking abilities;

Excellent communication and presentation skills both verbal and written;

Entrepreneurial nature, self-motivated, ethical, and dependable;

Strong project management skills;

Expertise is Microsoft Excel for the use of data analysis including the use of pivot tables, v lookups, arrays, etc;

Must have excellent work habits, including a willingness to work the hours necessary to get the job done, especially when important deadlines cause greater than normal departmental pressures;

]]> Tue, 24 Mar 2020 00:00:00 PDT 0 <![CDATA[Risk Finance - Manager/Senior Manager]]> Risk Finance â Manager/Senior Manager
Manager-level Risk consultants work closely with management of Fortune 500, mid-cap and start-up companies, as well as all levels of our staff from Consultant to Partner. Engagements include Internal Audit, SOX implementation and testing, attestation/certification readiness work, business process improvement projects, compliance and other assessments.

Principal duties and responsibilities:

May be responsible for managing a small group of individuals on a specific project.

Working on multiple engagements simultaneously; doing large portions of a particular project with minimal supervision.

Manage client relationships and deliver professional execution of internal audit engagements.

Assist in preparing risk assessments and audit plans for clients.

Drafting or reviewing engagement scope, project plans, risk assessments, testing approach and specific procedures;

Reviewing Risk controls testing, process narratives, flow charts or procedures for other types of assessments;

Consult with client management to develop control identification and implementation solutions which work best for the organization.

Develop new client relationships and sales opportunities; Seek opportunities to expand service offerings to existing clients.

Responsible for developing and sustaining a controlled environment, eliminating the need for the company to communicate any significant deficiencies to its Audit Committee or disclose any material weaknesses in the form 10-K.

Implement controls which are SOX compliant and add value without being overly burdensome or restrictive to the organization.

Perform and document each component of the assessment of the companyâs internal controls over financial reporting in a manner which allows the companyâs external auditors to leverage as much of the work performed by management as possible, thereby eliminating duplication of work and reducing overall compliance costs.

Meets accounting financial objectives by forecasting requirements; preparing an annual budget; scheduling expenditures; analyzing variances; initiating corrective actions.

Confirms financial status by monitoring revenue and expenses; coordinating the collection, consolidation, and evaluation of financial data; preparing special reports.

Guides other departments by researching and interpreting accounting policy; applying observations and recommendations to operational issues.

Maintains accounting controls by establishing a chart of accounts; defining accounting policies and procedures.

Advises senior management regarding matters, such as effective use of resources and methods, for preventing capital being frozen.

Education and Experience Requirements:

At least 5+ years of experience working in an accounting/ risk advisory role, with at least 3 years at a Big Four or a large national firm;

Certified CIA or other standard auditing certification combined with solid Internal Audit experience;

Undergraduate degree in Accounting, CPA and/or MBA combined with solid accounting experience are preferred but not required;

Bachelorâs degree in the Financial/Accounting field from an accredited university;

Strong technical skills and a working knowledge of SOX, COSO, SOC reporting;

Market facing, with experience in selling to new clients, as well as expanding services to existing clients;

Ability to multi- task between responsibilities, prioritize and handle multiple requests;

Excellent interpersonal, written and oral communication skills, and Strong analytical and critical thinking abilities;

Excellent communication and presentation skills both verbal and written;

Entrepreneurial nature, self-motivated, ethical, and dependable;

Strong project management skills;

Expertise is Microsoft Excel for the use of data analysis including the use of pivot tables, v lookups, arrays, etc;

Must have excellent work habits, including a willingness to work the hours necessary to get the job done, especially when important deadlines cause greater than normal departmental pressures;

]]> Tue, 24 Mar 2020 00:00:00 PDT 0 <![CDATA[Advisory Manager - Senior Manager - Risk Finance ]]> Risk Finance â Manager/Senior Manager
Manager-level Risk consultants work closely with management of Fortune 500, mid-cap and start-up companies, as well as all levels of our staff from Consultant to Partner. Engagements include Internal Audit, SOX implementation and testing, attestation/certification readiness work, business process improvement projects, compliance and other assessments.

Principal duties and responsibilities:

May be responsible for managing a small group of individuals on a specific project.

Working on multiple engagements simultaneously; doing large portions of a particular project with minimal supervision.

Manage client relationships and deliver professional execution of internal audit engagements.

Assist in preparing risk assessments and audit plans for clients.

Drafting or reviewing engagement scope, project plans, risk assessments, testing approach and specific procedures;

Reviewing Risk controls testing, process narratives, flow charts or procedures for other types of assessments;

Consult with client management to develop control identification and implementation solutions which work best for the organization.

Develop new client relationships and sales opportunities; Seek opportunities to expand service offerings to existing clients.

Responsible for developing and sustaining a controlled environment, eliminating the need for the company to communicate any significant deficiencies to its Audit Committee or disclose any material weaknesses in the form 10-K.

Implement controls which are SOX compliant and add value without being overly burdensome or restrictive to the organization.

Perform and document each component of the assessment of the companyâs internal controls over financial reporting in a manner which allows the companyâs external auditors to leverage as much of the work performed by management as possible, thereby eliminating duplication of work and reducing overall compliance costs.

Meets accounting financial objectives by forecasting requirements; preparing an annual budget; scheduling expenditures; analyzing variances; initiating corrective actions.

Confirms financial status by monitoring revenue and expenses; coordinating the collection, consolidation, and evaluation of financial data; preparing special reports.

Guides other departments by researching and interpreting accounting policy; applying observations and recommendations to operational issues.

Maintains accounting controls by establishing a chart of accounts; defining accounting policies and procedures.

Advises senior management regarding matters, such as effective use of resources and methods, for preventing capital being frozen.

Education and Experience Requirements:

At least 5+ years of experience working in an accounting/ risk advisory role, with at least 3 years at a Big Four or a large national firm;

Certified CIA or other standard auditing certification combined with solid Internal Audit experience;

Undergraduate degree in Accounting, CPA and/or MBA combined with solid accounting experience are preferred but not required;

Bachelorâs degree in the Financial/Accounting field from an accredited university;

Strong technical skills and a working knowledge of SOX, COSO, SOC reporting;

Market facing, with experience in selling to new clients, as well as expanding services to existing clients;

Ability to multi- task between responsibilities, prioritize and handle multiple requests;

Excellent interpersonal, written and oral communication skills, and Strong analytical and critical thinking abilities;

Excellent communication and presentation skills both verbal and written;

Entrepreneurial nature, self-motivated, ethical, and dependable;

Strong project management skills;

Expertise is Microsoft Excel for the use of data analysis including the use of pivot tables, v lookups, arrays, etc;

Must have excellent work habits, including a willingness to work the hours necessary to get the job done, especially when important deadlines cause greater than normal departmental pressures;

]]> Tue, 24 Mar 2020 00:00:00 PDT 0 <![CDATA[Finance Transformation - Consultant/Manager]]> Finance Transformation â Consultant/Manager
Lead and/or support project teams engaged in the successful delivery of a wide range of Financial Transformation initiatives aligning finance with business strategy in support of the broader organizationâs future vision

Help develop Finance strategies by assessing a clientâs business challenges/needs/gaps, diagnosing the root problems and recommending an approach leveraging the company's assets

Create strategies and blueprints that define end-to-end finance processes (e.g., Procure to Pay, Order to Cash, Record to Report) and harness the power of robotic process automation to accelerate transaction processing.

Identify and support business development initiatives; participate in and lead all aspects of the proposal development process

Develop thought capital and disseminate information around current and emerging trends

Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, the CFO ecosystem, and broader marketplace

Who you are:

Finance focused with a minimum of 5 yearsâ experience combined in finance + strategic consulting.

Solid understanding of the finance function, operating models, supporting organization structures, and process best practices.

Significant engagement management experience as well as business, practice, and people development

Working knowledge and expertise in analytics, forecasting, and finance technologies (process, planning analytics, core Financial)

Experience with Finance technologies such as Anaplan, Cognos, Hyperion, OBIEE, Tableau, Fusion, etc.

ERP technology understanding SAP / Oracle / Workday)

Experience leading a project, leading a project team and the ability to lead key requirement workshops with clients

Demonstrated ability to clearly communicate with clients, document requirements, and articulate the value proposition and business case for various finance transformation solutions

]]> Tue, 24 Mar 2020 00:00:00 PDT 0 <![CDATA[Risk Finance - Manager/Senior Manager]]> Risk Finance â Manager/Senior Manager
Manager-level Risk consultants work closely with management of Fortune 500, mid-cap and start-up companies, as well as all levels of our staff from Consultant to Partner. Engagements include Internal Audit, SOX implementation and testing, attestation/certification readiness work, business process improvement projects, compliance and other assessments.

Principal duties and responsibilities:

May be responsible for managing a small group of individuals on a specific project.

Working on multiple engagements simultaneously; doing large portions of a particular project with minimal supervision.

Manage client relationships and deliver professional execution of internal audit engagements.

Assist in preparing risk assessments and audit plans for clients.

Drafting or reviewing engagement scope, project plans, risk assessments, testing approach and specific procedures;

Reviewing Risk controls testing, process narratives, flow charts or procedures for other types of assessments;

Consult with client management to develop control identification and implementation solutions which work best for the organization.

Develop new client relationships and sales opportunities; Seek opportunities to expand service offerings to existing clients.

Responsible for developing and sustaining a controlled environment, eliminating the need for the company to communicate any significant deficiencies to its Audit Committee or disclose any material weaknesses in the form 10-K.

Implement controls which are SOX compliant and add value without being overly burdensome or restrictive to the organization.

Perform and document each component of the assessment of the companyâs internal controls over financial reporting in a manner which allows the companyâs external auditors to leverage as much of the work performed by management as possible, thereby eliminating duplication of work and reducing overall compliance costs.

Meets accounting financial objectives by forecasting requirements; preparing an annual budget; scheduling expenditures; analyzing variances; initiating corrective actions.

Confirms financial status by monitoring revenue and expenses; coordinating the collection, consolidation, and evaluation of financial data; preparing special reports.

Guides other departments by researching and interpreting accounting policy; applying observations and recommendations to operational issues.

Maintains accounting controls by establishing a chart of accounts; defining accounting policies and procedures.

Advises senior management regarding matters, such as effective use of resources and methods, for preventing capital being frozen.

Education and Experience Requirements:

At least 5+ years of experience working in an accounting/ risk advisory role, with at least 3 years at a Big Four or a large national firm;

Certified CIA or other standard auditing certification combined with solid Internal Audit experience;

Undergraduate degree in Accounting, CPA and/or MBA combined with solid accounting experience are preferred but not required;

Bachelorâs degree in the Financial/Accounting field from an accredited university;

Strong technical skills and a working knowledge of SOX, COSO, SOC reporting;

Market facing, with experience in selling to new clients, as well as expanding services to existing clients;

Ability to multi- task between responsibilities, prioritize and handle multiple requests;

Excellent interpersonal, written and oral communication skills, and Strong analytical and critical thinking abilities;

Excellent communication and presentation skills both verbal and written;

Entrepreneurial nature, self-motivated, ethical, and dependable;

Strong project management skills;

Expertise is Microsoft Excel for the use of data analysis including the use of pivot tables, v lookups, arrays, etc;

Must have excellent work habits, including a willingness to work the hours necessary to get the job done, especially when important deadlines cause greater than normal departmental pressures;

]]> Tue, 17 Mar 2020 00:00:00 PDT 0 <![CDATA[Finance Transformation - Consultant/Manager]]> Finance Transformation â Consultant/Manager
Lead and/or support project teams engaged in the successful delivery of a wide range of Financial Transformation initiatives aligning finance with business strategy in support of the broader organizationâs future vision

Help develop Finance strategies by assessing a clientâs business challenges/needs/gaps, diagnosing the root problems and recommending an approach leveraging the company's assets

Create strategies and blueprints that define end-to-end finance processes (e.g., Procure to Pay, Order to Cash, Record to Report) and harness the power of robotic process automation to accelerate transaction processing.

Identify and support business development initiatives; participate in and lead all aspects of the proposal development process

Develop thought capital and disseminate information around current and emerging trends

Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, the CFO ecosystem, and broader marketplace

Who you are:

Finance focused with a minimum of 5 yearsâ experience combined in finance + strategic consulting.

Solid understanding of the finance function, operating models, supporting organization structures, and process best practices.

Significant engagement management experience as well as business, practice, and people development

Working knowledge and expertise in analytics, forecasting, and finance technologies (process, planning analytics, core Financial)

Experience with Finance technologies such as Anaplan, Cognos, Hyperion, OBIEE, Tableau, Fusion, etc.

ERP technology understanding SAP / Oracle / Workday)

Experience leading a project, leading a project team and the ability to lead key requirement workshops with clients

Demonstrated ability to clearly communicate with clients, document requirements, and articulate the value proposition and business case for various finance transformation solutions

]]> Tue, 17 Mar 2020 00:00:00 PDT 0 <![CDATA[Accounting Consultant- Full time ]]> Accounting Consultant

Apply now to start working with many of the nationâs largest corporations completing important financial and accounting projects of critical strategic significance. Invest your time in tackling unique, challenging and one-of-a-kind Accounting & Finance projects inside the walls of Fortune 1000 companies and other large organizations. Initial Public Offering (IPO) readiness, mergers and acquisitions, carve-outs…we have it all and more.

Our Firm is interested in hiring Accounting and Finance Professionals â Certified Public Accountants, Accounting Managers, Financial Reporting Managers, Senior Accountants, Audit Managers, Audit Seniors, etc. â who are looking to broaden their skill sets and gain valuable experiences to help enhance their marketability and advance their careers.

Take advantage of a lucrative incentive plans and competitive base salary. Professionals tend to increase their income upwards of 50% or more when joining our firm. Additionally, we offer comprehensive benefit plans including healthcare/dental/vision, paid vacation/sick time, paid holidays, 401k, profit sharing, allowance for professional development and more!

Professional Attributes

• High energy and enthusiasm, with a strong commitment to exceeding client expectations.
• Flexibility and openness to work on a variety of assignments, industries, and roles.
• Ability to learn quickly, make an immediate impact, and provide value-added service to our clients.
• Strong communication & interpersonal skills, displaying the ability to connect and build relationships with clients, firm leadership, & peers.
• Confidence in professional aptitude and ability to effectively convey skills, knowledge, and qualifications to clients.
• Team player with a strong desire to be an active, long-term participant in the growth of the local office and Firm overall.
• Entrepreneurial spirit and belief in the opportunities that Siegfried offers.
• Interest and passion to get involved in other professional experiences such as Business Development and Recruiting.

Skills, Knowledge and Qualifications

• Undergraduate degree in Accounting or Finance.
• Certified Public Accountant (CPA) certification, or progress towards, preferred.
• Required: 3 years of relevant technical / strategic accounting experience.
• Required: 2 busy seasons in external audit with a Big 4 or large Certified Public Accountant (CPA) Firm.
• Strongly Preferred: 1 busy season as a “Senior” in external audit with a Big 4 or large CPA Firm.
• Corporate accounting and/or finance experience at a large public corporation is a plus but not required.
• Excellent analytical, technical, and auditing skills including proficiency in U.S. Generally Accepted Accounting Principles (GAAP) and Financial Accounting Services Board (FASB) rules and standards.
• Strong computer desktop skills required. Advanced Microsoft Excel skills (i.e., macros, pivot tables, etc.) desirable.
• Demonstrated career progression and job stability.

]]> Fri, 13 Mar 2020 00:00:00 PDT 0 <![CDATA[Accounting Consultant- Full time ]]> Accounting Consultant

Apply now to start working with many of the nationâs largest corporations completing important financial and accounting projects of critical strategic significance. Invest your time in tackling unique, challenging and one-of-a-kind Accounting & Finance projects inside the walls of Fortune 1000 companies and other large organizations. Initial Public Offering (IPO) readiness, mergers and acquisitions, carve-outs…we have it all and more.

Our Firm is interested in hiring Accounting and Finance Professionals â Certified Public Accountants, Accounting Managers, Financial Reporting Managers, Senior Accountants, Audit Managers, Audit Seniors, etc. â who are looking to broaden their skill sets and gain valuable experiences to help enhance their marketability and advance their careers.

Take advantage of a lucrative incentive plans and competitive base salary. Professionals tend to increase their income upwards of 50% or more when joining our firm. Additionally, we offer comprehensive benefit plans including healthcare/dental/vision, paid vacation/sick time, paid holidays, 401k, profit sharing, allowance for professional development and more!

Professional Attributes

• High energy and enthusiasm, with a strong commitment to exceeding client expectations.
• Flexibility and openness to work on a variety of assignments, industries, and roles.
• Ability to learn quickly, make an immediate impact, and provide value-added service to our clients.
• Strong communication & interpersonal skills, displaying the ability to connect and build relationships with clients, firm leadership, & peers.
• Confidence in professional aptitude and ability to effectively convey skills, knowledge, and qualifications to clients.
• Team player with a strong desire to be an active, long-term participant in the growth of the local office and Firm overall.
• Entrepreneurial spirit and belief in the opportunities that Siegfried offers.
• Interest and passion to get involved in other professional experiences such as Business Development and Recruiting.

Skills, Knowledge and Qualifications

• Undergraduate degree in Accounting or Finance.
• Certified Public Accountant (CPA) certification, or progress towards, preferred.
• Required: 3 years of relevant technical / strategic accounting experience.
• Required: 2 busy seasons in external audit with a Big 4 or large Certified Public Accountant (CPA) Firm.
• Strongly Preferred: 1 busy season as a “Senior” in external audit with a Big 4 or large CPA Firm.
• Corporate accounting and/or finance experience at a large public corporation is a plus but not required.
• Excellent analytical, technical, and auditing skills including proficiency in U.S. Generally Accepted Accounting Principles (GAAP) and Financial Accounting Services Board (FASB) rules and standards.
• Strong computer desktop skills required. Advanced Microsoft Excel skills (i.e., macros, pivot tables, etc.) desirable.
• Demonstrated career progression and job stability.

]]> Fri, 06 Mar 2020 00:00:00 PST 0 <![CDATA[Senior to Senior Manager- Accounting Advisory / Technical Accounting]]> Manager-level financial consultants work closely with senior management of Fortune 500, mid-cap and start-up companies. Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing and managing relationships with client management, and business development.

Take ownership of your career:

Gain exposure to a wide range of industries and/or projects.
Make a true business impact with your clients.
Own projects from start to finish.
Experience client interaction and thrive in a client-facing role.
Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm.
Enjoy the flexibility of office/remote/client site work locations (engagement specific).
Create your own path.
Enjoy what you do!

What you might expect:

Integration with clientâs senior management to solve complex accounting issues and for preparation of proposed resolutions.
Review of work prepared by Consultants on operational due diligence for complex transactions (i.e. â acquisitions & divestitures, stock offerings and dept raises, IPOâs).
Review of Consultantsâ deliverables of financial and regulatory information in accordance with SEC and regulatory requirements (i.e. â 10Kâs, 10Qâs, S-1 and S-4 filings, audit coordination).
Research & documentation projects related to new ASC accounting standards (i.e. â ASC 842, ASC 606).
Process improvement projects and implementation of changes.
Lead and mentor Consultants, acting as a role model and providing creative solutions that enhance Consultantâs overall experience.
Participate in the firmâs recruiting efforts, client relationship building and business development efforts.

Who you are:

Undergraduate degree in Accounting â CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting.
3 to 8 yearsâ experience in public accounting and/or industry accounting/finance.
Excellent interpersonal, written and oral communication skills, and ability to assimilate easily into teams.
Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting.
Proactive in identifying client needs and effective in building a strong relationship with clients.
Highly organized and focused and demonstrates ability to set overall engagement expectations and direction.
Effective analytical and critical thinking abilities.
Entrepreneurial nature, self-motivated, ethical and dependable.
High energy with commitment to quality client service, focusing on ensuring positive resolutions to conflicts.

]]> Thu, 05 Mar 2020 00:00:00 PST 0 <![CDATA[Forensic Accountant - Senior Forensic Accountant]]> Forensic Accountant â Forensic Senior Accountant Family Law

Job Description

Seeking an experienced family law accounting professional

Responsibilities:

Perform investigative accounting and discovery tasks
Document and prepare basic schedules for financial affidavits, standard interrogatories, child support guidelines, mandatory disclosures and lifestyle analyses, among others
Regular client communication
Work collaboratively with a team of professionals to address all facets of divorce matters including equitable distribution, alimony, child support, and other ancillary issues
Ad-hoc business valuation assignments

Requirements:

At least 3-5 yearsâ experience in a similar role
Bachelorâ s degree in a related field
CPA preferred
ABV preferred
Experience within a paperless office environment utilizing document management software, processes and procedures
A general understanding of business valuation approaches & methodologies is a plus
Must be proficient with MS Office (Excel, Word, etc.) and QuickBooks
Will consider candidates with a strong public accounting background looking to transition into litigation

]]> Wed, 04 Mar 2020 00:00:00 PST 0 <![CDATA[Tax Supervisor]]> Tax Supervisor

JOB DESCRIPTION:

The purpose of this position is to prepare and/or review federal and state corporate and partnership tax returns, work on state and local audits, tax research and assist with various income tax projects to ensure department goals and objectives are achieved, in alignment with Mission and Core Values.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Prepare and/or review state corporate income/franchise tax returns.
Prepare federal tax returns.
Prepare and/or review federal and state partnership income tax returns.
Prepare and/or review quarterly estimated tax payment calculations.
Correspond with taxing jurisdictions to resolve disputes including filing issues
Prepare audit responses and/or answer auditor questions.
Assist with reconciliation of income tax accounts
Assist with work allocation and prioritization decisions.
Interact with other departments and explain and resolve complex tax issues.
Perform a wide variety of recurring and non-recurring moderately complex tax functions
Other duties as assigned.

Other Skills and Abilities:

Ability to meet goals individually and in a teammate environment.
Demonstrated multi-tasking ability
Ability to effectively collaborate with other functional areas to achieve the overall Mission.

Other Qualifications:

BA in Accounting.
3-4 years in a CPA firm preferred.
Prior experience in a CPA firm or corporation in income tax-related functions.
Performance and behavior reflect the Mission and Core Values.

]]> Fri, 28 Feb 2020 00:00:00 PST 0 <![CDATA[Manager- Accounting Advisory / Technical Accounting]]> Manager-level financial consultants work closely with senior management of Fortune 500, mid-cap and start-up companies. Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing and managing relationships with client management, and business development.

Take ownership of your career:

Gain exposure to a wide range of industries and/or projects.
Make a true business impact with your clients.
Own projects from start to finish.
Experience client interaction and thrive in a client-facing role.
Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm.
Enjoy the flexibility of office/remote/client site work locations (engagement specific).
Create your own path.
Enjoy what you do!

What you might expect:

Integration with clientâs senior management to solve complex accounting issues and for preparation of proposed resolutions.
Review of work prepared by Consultants on operational due diligence for complex transactions (i.e. â acquisitions & divestitures, stock offerings and dept raises, IPOâs).
Review of Consultantsâ deliverables of financial and regulatory information in accordance with SEC and regulatory requirements (i.e. â 10Kâs, 10Qâs, S-1 and S-4 filings, audit coordination).
Research & documentation projects related to new ASC accounting standards (i.e. â ASC 842, ASC 606).
Process improvement projects and implementation of changes.
Lead and mentor Consultants, acting as a role model and providing creative solutions that enhance Consultantâs overall experience.
Participate in the firmâs recruiting efforts, client relationship building and business development efforts.

Who you are:

Undergraduate degree in Accounting â CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting.
6 to 8 yearsâ experience in public accounting and/or industry accounting/finance.
Excellent interpersonal, written and oral communication skills, and ability to assimilate easily into teams.
Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting.
Proactive in identifying client needs and effective in building a strong relationship with clients.
Highly organized and focused and demonstrates ability to set overall engagement expectations and direction.
Effective analytical and critical thinking abilities.
Entrepreneurial nature, self-motivated, ethical and dependable.
High energy with commitment to quality client service, focusing on ensuring positive resolutions to conflicts.

]]> Wed, 19 Feb 2020 00:00:00 PST 0 <![CDATA[Accounting Advisory - Consultant]]> Senior Associate level financial consultants work closely with senior management of Fortune 500, mid-cap and start-up companies. Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing and managing relationships with client management, and business development.

Take ownership of your career:

Gain exposure to a wide range of industries and/or projects.
Make a true business impact with your clients.
Own projects from start to finish.
Experience client interaction and thrive in a client-facing role.
Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm.
Enjoy the flexibility of office/remote/client site work locations (engagement specific).
Create your own path.
Enjoy what you do!

What you might expect:

Integration with clientâs senior management to solve complex accounting issues and for preparation of proposed resolutions.
Review of work prepared by Consultants on operational due diligence for complex transactions (i.e. â acquisitions & divestitures, stock offerings and dept raises, IPOâs).
Review of Consultantsâ deliverables of financial and regulatory information in accordance with SEC and regulatory requirements (i.e. â 10Kâs, 10Qâs, S-1 and S-4 filings, audit coordination).
Research & documentation projects related to new ASC accounting standards (i.e. â ASC 842, ASC 606).
Process improvement projects and implementation of changes.
Lead and mentor Consultants, acting as a role model and providing creative solutions that enhance Consultantâs overall experience.
Participate in the firmâs recruiting efforts, client relationship building and business development efforts.

Who you are:

Undergraduate degree in Accounting â CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting.
3 to 6 yearsâ experience in public accounting and/or industry accounting/finance.
Excellent interpersonal, written and oral communication skills, and ability to assimilate easily into teams.
Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting.
Proactive in identifying client needs and effective in building a strong relationship with clients.
Highly organized and focused and demonstrates ability to set overall engagement expectations and direction.
Effective analytical and critical thinking abilities.
Entrepreneurial nature, self-motivated, ethical and dependable.
High energy with commitment to quality client service, focusing on ensuring positive resolutions to conflicts.

]]> Wed, 19 Feb 2020 00:00:00 PST 0 <![CDATA[Senior Manager - Accounting Advisory / Technical Accounting]]> Senior Manager-level financial consultants will work closely with âC-levelâ management of Fortune 500, mid-cap and start-up companies. Senior Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing and managing relationships with client management, and business development.

Take ownership of your career:

Gain exposure to a wide range of industries and/or projects.
Make a true business impact with your clients.
Own projects from start to finish.
Experience client interaction and thrive in a client-facing role.
Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm.
Enjoy the flexibility of office/remote/client site work locations (engagement specific).
Create your own path.
Enjoy what you do!

What you might expect:

Interact with clientsâ executive team and auditors, serving as a subject matter expert, leading clients through complex accounting issues and driving conclusions.
Lead client engagement and own client delivery on operational due diligence for complex transactions (i.e. â IPOâs, acquisitions & divestitures, stock offerings and dept raises).
Drive client deliverables of financial and regulatory information in accordance with SEC and regulatory requirements (i.e. â 10Kâs, 10Qâs, S-1 and S-4 filings, audit coordination).
Serve as an expert matter on projects related to new ASC accounting standards (i.e. â ASC 842, ASC 606).
Lead process improvement projects and implementation of changes.
Mentor managers and consultants, acting as a moral and ethical model, fostering engagement team professional growth, and providing constructive and actionable feedback.
Lead firm initiatives and identify areas for improvements.
Play an active role in the firmâs recruiting efforts, client relationship building and business development efforts.

Who you are:

Undergraduate degree in Accounting â CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting.
8+ yearsâ experience in public accounting and/or industry accounting/finance.
Outstanding interpersonal, written and oral communication skills and ability to assimilate easily into teams.
Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting.
Proactive in identifying client needs and effective in building a strong relationship with clients.
Highly organized and focused and demonstrates the ability to set overall engagement expectations and direction.
Effective analytical and critical thinking abilities.
Entrepreneurial nature, self-motivated, ethical and dependable.
High energy with commitment to quality client service, focusing on ensuring positive resolutions to conflicts.
Consistently seeks opportunities to enhance your skills by attending higher-level training, develop firm training materials and enhance overall firm knowledge base.

]]> Wed, 19 Feb 2020 00:00:00 PST 0 <![CDATA[Senior to Senior Manager- Accounting Advisory / Technical Accounting]]> Manager-level financial consultants work closely with senior management of Fortune 500, mid-cap and start-up companies. Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing and managing relationships with client management, and business development.

Take ownership of your career:

Gain exposure to a wide range of industries and/or projects.
Make a true business impact with your clients.
Own projects from start to finish.
Experience client interaction and thrive in a client-facing role.
Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm.
Enjoy the flexibility of office/remote/client site work locations (engagement specific).
Create your own path.
Enjoy what you do!

What you might expect:

Integration with clientâs senior management to solve complex accounting issues and for preparation of proposed resolutions.
Review of work prepared by Consultants on operational due diligence for complex transactions (i.e. â acquisitions & divestitures, stock offerings and dept raises, IPOâs).
Review of Consultantsâ deliverables of financial and regulatory information in accordance with SEC and regulatory requirements (i.e. â 10Kâs, 10Qâs, S-1 and S-4 filings, audit coordination).
Research & documentation projects related to new ASC accounting standards (i.e. â ASC 842, ASC 606).
Process improvement projects and implementation of changes.
Lead and mentor Consultants, acting as a role model and providing creative solutions that enhance Consultantâs overall experience.
Participate in the firmâs recruiting efforts, client relationship building and business development efforts.

Who you are:

Undergraduate degree in Accounting â CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting.
3 to 8 yearsâ experience in public accounting and/or industry accounting/finance.
Excellent interpersonal, written and oral communication skills, and ability to assimilate easily into teams.
Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting.
Proactive in identifying client needs and effective in building a strong relationship with clients.
Highly organized and focused and demonstrates ability to set overall engagement expectations and direction.
Effective analytical and critical thinking abilities.
Entrepreneurial nature, self-motivated, ethical and dependable.
High energy with commitment to quality client service, focusing on ensuring positive resolutions to conflicts.

Gain exposure to a wide range of industries and/or projects.
Make a true business impact with your clients.
Own projects from start to finish.
Experience client interaction and thrive in a client-facing role.
Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm.
Enjoy the flexibility of office/remote/client site work locations (engagement specific).
Create your own path.
Enjoy what you do!

What you might expect:

Integration with clientâs senior management to solve complex accounting issues and for preparation of proposed resolutions.
Review of work prepared by Consultants on operational due diligence for complex transactions (i.e. â acquisitions & divestitures, stock offerings and dept raises, IPOâs).
Review of Consultantsâ deliverables of financial and regulatory information in accordance with SEC and regulatory requirements (i.e. â 10Kâs, 10Qâs, S-1 and S-4 filings, audit coordination).
Research & documentation projects related to new ASC accounting standards (i.e. â ASC 842, ASC 606).
Process improvement projects and implementation of changes.
Lead and mentor Consultants, acting as a role model and providing creative solutions that enhance Consultantâs overall experience.
Participate in the firmâs recruiting efforts, client relationship building and business development efforts.

Who you are:

Undergraduate degree in Accounting â CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting.
3 to 8 yearsâ experience in public accounting and/or industry accounting/finance.
Excellent interpersonal, written and oral communication skills, and ability to assimilate easily into teams.
Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting.
Proactive in identifying client needs and effective in building a strong relationship with clients.
Highly organized and focused and demonstrates ability to set overall engagement expectations and direction.
Effective analytical and critical thinking abilities.
Entrepreneurial nature, self-motivated, ethical and dependable.
High energy with commitment to quality client service, focusing on ensuring positive resolutions to conflicts.

Gain exposure to a wide range of industries and/or projects.
Make a true business impact with your clients.
Own projects from start to finish.
Experience client interaction and thrive in a client-facing role.
Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm.
Enjoy the flexibility of office/remote/client site work locations (engagement specific).
Create your own path.
Enjoy what you do!

What you might expect:

Integration with clientâs senior management to solve complex accounting issues and for preparation of proposed resolutions.
Review of work prepared by Consultants on operational due diligence for complex transactions (i.e. â acquisitions & divestitures, stock offerings and dept raises, IPOâs).
Review of Consultantsâ deliverables of financial and regulatory information in accordance with SEC and regulatory requirements (i.e. â 10Kâs, 10Qâs, S-1 and S-4 filings, audit coordination).
Research & documentation projects related to new ASC accounting standards (i.e. â ASC 842, ASC 606).
Process improvement projects and implementation of changes.
Lead and mentor Consultants, acting as a role model and providing creative solutions that enhance Consultantâs overall experience.
Participate in the firmâs recruiting efforts, client relationship building and business development efforts.

Who you are:

Undergraduate degree in Accounting â CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting.
3 to 8 yearsâ experience in public accounting and/or industry accounting/finance.
Excellent interpersonal, written and oral communication skills, and ability to assimilate easily into teams.
Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting.
Proactive in identifying client needs and effective in building a strong relationship with clients.
Highly organized and focused and demonstrates ability to set overall engagement expectations and direction.
Effective analytical and critical thinking abilities.
Entrepreneurial nature, self-motivated, ethical and dependable.
High energy with commitment to quality client service, focusing on ensuring positive resolutions to conflicts.

Gain exposure to a wide range of industries and/or projects.
Make a true business impact with your clients.
Own projects from start to finish.
Experience client interaction and thrive in a client-facing role.
Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm.
Enjoy the flexibility of office/remote/client site work locations (engagement specific).
Create your own path.
Enjoy what you do!

What you might expect:

Integration with clientâs senior management to solve complex accounting issues and for preparation of proposed resolutions.
Review of work prepared by Consultants on operational due diligence for complex transactions (i.e. â acquisitions & divestitures, stock offerings and dept raises, IPOâs).
Review of Consultantsâ deliverables of financial and regulatory information in accordance with SEC and regulatory requirements (i.e. â 10Kâs, 10Qâs, S-1 and S-4 filings, audit coordination).
Research & documentation projects related to new ASC accounting standards (i.e. â ASC 842, ASC 606).
Process improvement projects and implementation of changes.
Lead and mentor Consultants, acting as a role model and providing creative solutions that enhance Consultantâs overall experience.
Participate in the firmâs recruiting efforts, client relationship building and business development efforts.

Who you are:

Undergraduate degree in Accounting â CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting.
3 to 8 yearsâ experience in public accounting and/or industry accounting/finance.
Excellent interpersonal, written and oral communication skills, and ability to assimilate easily into teams.
Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting.
Proactive in identifying client needs and effective in building a strong relationship with clients.
Highly organized and focused and demonstrates ability to set overall engagement expectations and direction.
Effective analytical and critical thinking abilities.
Entrepreneurial nature, self-motivated, ethical and dependable.
High energy with commitment to quality client service, focusing on ensuring positive resolutions to conflicts.

]]> Wed, 19 Feb 2020 00:00:00 PST 0 <![CDATA[Senior Accountant]]> Senior Accountant

Business Solutions Group (“BSG”)

Department Description:

The Business Solutions Group is our outsourced accounting services team, providing services to private businesses, trusts, nonprofit organizations, and individuals. Our scope includes comprehensive back office functions, such as day-to-day accounting and payroll services, as well as providing subject matter expertise on accounting infrastructure, financial reporting, budgeting/forecasting, planning/analysis and compliance.

Summary:

Senior Accountant performs most work assigned with a minimum of assistance. They often lead one or more staff accountants, instruct them in work to be performed, review the work done, and direct necessary revisions. Seniors are required to handle daily/recurring financial needs of the clients, under the BSG department.

Essential Functions of the Position:

Provide complete accounting services for a portfolio of clients.
Record all financial transactions, i.e. receipts, disbursements, payroll, journal entries from source documents. Bank and credit card reconciliations and, if applicable to a specific client, oversee processing of bill pay, deposits, coordinate payroll runs, and other back-office functions.
Analyze investments, insurance, purchases, contracts, etc.
Prepare work papers, financial statements, general ledgers, etc.
Direct client and support staff contact.
Participate in planning and scheduling of client engagements.
Assist in providing consulting services, i.e. accounting systems clean-up, budget/forecast analysis, on-site accounting support, internal controls design and implementation.
Assume responsibility for larger projects and delegates to the staff accountants/intern as deemed necessary.
Perform research projects to achieve an accurate and efficient product.
Supervise staff accountants/interns and provides on-the-job training.

Minimum Qualifications:

At least three (3) yearsâ experience in public accounting or senior accounting roles in private industry, demonstrating a progression in complexity of accounting tasks and knowledge.
Bachelorâs degree in accounting, or Masterâs degree in accounting.
Knowledge of QuickBooks and QuickBooks Online is preferred.
CPA or CPA candidate is a plus.
If licensed, should be a member in good standing with the AICPA.
Proficiency in use of computers and computer accounting and tax software programs.
Must have a valid driverâs license. Some client on-site or other firm location visits are required.

Success Factors:

Outstanding oral and written communication skills,
Excellent interpersonal skills
Demonstrates competency in technical skills, work quality, and application of professional standards.
Ability to perform several tasks concurrently with ease and professionalism. Ability to organize work and projects, prioritize and meet deadlines, and to complete work in an efficient and accurate manner.

]]> Mon, 17 Feb 2020 00:00:00 PST 0 <![CDATA[Tax Senior Manager]]> Tax Senior Manager

Position Summary & Key Areas of Responsibility:

Manage the global tax provision process
Assist in presentation of all tax matters in SEC filings
Compile and review data necessary to forecast the global effective tax
Monitor variances between the tax provision and tax return and communicate those variances to tax management
Responsible for continuous process improvements in the tax provision area and in integrating tax compliance and tax provision processes
Carry out special assignments as required
Manage and lead other team members in periodic responsibilities and contribute to personnel matters such as recruiting, defining objectives and performance appraisals

Basic Qualifications

Undergraduate Degree in Accounting
10+ years of corporate tax or public accounting experience
Strong working knowledge of ASC 740
Strong analytic and technical federal, state and local tax skills and related process (compliance and provision) skills
Strong goal orientation, sense of urgency and attention to detail
Ability to establish priorities and to establish and meet deadlines
Strong communication skills
Must be able to adjust and work effectively in a dynamic, changing environment

Preferred Qualifications

Licensed CPA
Experience with OneSource
Technical international tax skills and related process (compliance and provision) skills

]]> Thu, 13 Feb 2020 00:00:00 PST 0 <![CDATA[Business Manager]]> Business Manager

Los Angeles based Business Management firm is looking for an individual to join our Business Management team.

Position Overview

We are seeking an experienced Business Manager with 5+ years experience as a Business Manager, preferably with an Accounting or other Business Degree. Must have experience in processing client information including bill payment, cash management, financial statements, payroll using an outside service, helping to identify cost saving solutions for the client, and a working knowledge of AR, payroll, etc. Additional experience in general business or accounting knowledge including familiarity with financial statements, budgets, projections, and cash flows, necessary for client financial packages.

The Business Manager will work with department management and other Business Managers towards ensuring day-to-day client transactions are processed accurately and timely, and will help in identifying processes to help streamline workflow Other client responsibilities include projects, related to financial matters including insurance, banking, vendors, and tax-related requests.

We are a well positioned firm with an extraordinary working environment looking for individuals who are motivated by a great team environment

Requirements

Candidates must have 5+ years Business Management experience with an Accounting or other Business Degree.

Active CPA

Candidates must be proficient in OUTLOOK, EXCEL and WORD. Datafaction experience will put you at the top of the list!

We offer competitive compensation and benefits package. Our benefits include health, dental, vision, and 401k.

We also offer additional learning tools and courses to promote personal growth and professional advancement. If interested, please submit cover letter and resume.

Salary based on experience
]]> Thu, 06 Feb 2020 00:00:00 PST 0 <![CDATA[Business Management Senior Accountant - Account Manager]]> Account Manager - Senior Accountant - Business Management

Summary:

Performs day-to-day full charge bookkeeping functions for clients.

Essential Functions:

Inputs information provided by client in the form of invoices, bills, checks or other registers. Performs check runs utilizing different software packages, but mostly Datafaction with Imaging.
Prepares journal entries.
Performs bank reconciliations and traces discrepancies.
Receives and inputs clientsâ accounts payable invoices and generates payments.
Prepares appropriate schedules and reports as requested by clients and partners.
Handles clientsâ payrolls.
On rare occasions might be required to spend time at clientsâ offices for special projects, client personnel training, setting up of accounting systems, and performing tasks at clientâs office which are outlined in 1 thorough 6 above. This might require traveling to clients in Los Angeles.
Month-end and Quarter-end duties include compilation of financials, sales tax and payroll tax returns.
Reviews 1099's and W-2's prepared for clients.

Nonessential Functions:

Performs other duties as assigned from time to time by accountants, managers or partners.

Knowledge, skills and abilities:

Solid background in Bookkeeping.
Ability to perform several tasks concurrently with ease and professionalism.
Ability to operate ten-key calculator, computer, and other general office equipment.
Knowledge of computerized accounting, but must be able to do a manual set of books.
Knowledge of regulatory requirements of processing payroll accounting transactions and payroll returns.
Datafaction with Imaging required.

Supervisory Responsibilities: None

Working Conditions:

Some Overtime during December, January and February.
On rare occasions same day travel for work at clientsâ offices, meetings, and seminars using a personal vehicle.

Minimum Qualifications:

Minimum of four years responsible accounting or bookkeeping experience including accounts payable, accounts receivable, payroll, general ledger and financial reports.
Must have a valid driverâs license.

Success Factors:

Ability to communicate clearly and concisely, verbally and in writing, in English.
Must be able to keep client matters strictly confidential.
Must have excellent interpersonal skills and customer service skills.

This job description does not list all the duties of the job. You may be asked to perform, or assist in performing, other instructions and duties. You will be evaluated in part based upon your performance of the task listed in this job description.
]]> Thu, 06 Feb 2020 00:00:00 PST 0 <![CDATA[CFO / Controller]]> CFO / Controller

Job Description

We have an exciting opportunity available with a leading Architectural/Structural Engineering firm headquartered in DTLA. This company was established about 30 years ago and has grown to be an internationally recognized firm. With multiple offices in the USA they are rapidly growing and are leaders in the field of structural and seismic engineering.

They focus on high rise buildings, medical centers, athletic facilities, and seismic evaluations. This firm has been recognized and awarded for many of their projects across, civic, education, sports, religious, multi-family, and retail projects.

Currently they are looking for a CFO/ controller out of the AE/ SE industry.

Primary Duties And Responsibilities

Manage and monitor all accounts, ledgers, and reporting systems ensuring compliance with appropriate GAAP standards and regulatory requirements
Check with the bank for wire transfers and all other activity - print & give to SD
Payroll review, make JEâs in ADV. and update schedules, Send payroll pdf to HR
Review billing and M-18, Bank Reconciliations, Enter % completes in Adv, Generate Rev Gen
Update revenue allocation report for group billings
Post recurring GE, post new JEâs, run preliminary GL, Review GL and make any needed JEâs
Review Progress Reports
Generate Unbilled/Unearned report and prepare JE
Update prepaid schedules & post JE
Review final GL (accrual)
Review final GL (cash)
Update snapshot (first cash then accrual)
On a quarterly basis, Prepare, file and pay quarterly tax filings, SC, Seattle, State of WA, SF
Prepare Fee Salary Ratio reports for NY
Prepare and file any Certifications, Review contracts with M. Ramirez, manage any collection efforts, resolve client issues, Resolve ADP issues for accounting
Generate specific statements (HR or Firm) for RFQâs
Respond to any audits
Renew insurance policies, Prepare, calculate NY tax bonus Prepare and send to GS NY & Isis tax information, including GS & Fidelity, Review GS estimates for NY & Isis projected taxes
Prepare annual accrual and cash workbooks
Send cash workbook to GS for annual NYA tax filings
Calculate SC tax allocation
Prepare, file and remit annual gross receipts tax filings for DTLA, Santa Monica, SF, SC, WA, Portland, and any other office that is needed
Prepare and file Personal Property tax statement
Prepare Equity information
Prepare information for Insurance Renewals, E&O, Commercial package, WC, etc.
1099âs
Respond to any of the CEOâs requests

Qualifications

Bachelorâs degree in accounting or related field.
7+ years of experience as a controller
Knowledge of A/E S/E industry is required
Strong understanding of economic and banking processes
Working knowledge of finance law and regulatory standards (GAAP)

Interested in hearing more? Easy Apply now by clicking the "Apply" button.
]]> Wed, 29 Jan 2020 00:00:00 PST 0 <![CDATA[Accounting Consultant- Full time ]]> Accounting Consultant

Apply now to start working with many of the nationâs largest corporations completing important financial and accounting projects of critical strategic significance. Invest your time in tackling unique, challenging and one-of-a-kind Accounting & Finance projects inside the walls of Fortune 1000 companies and other large organizations. Initial Public Offering (IPO) readiness, mergers and acquisitions, carve-outs…we have it all and more.

Our Firm is interested in hiring Accounting and Finance Professionals â Certified Public Accountants, Accounting Managers, Financial Reporting Managers, Senior Accountants, Audit Managers, Audit Seniors, etc. â who are looking to broaden their skill sets and gain valuable experiences to help enhance their marketability and advance their careers.

Take advantage of a lucrative incentive plans and competitive base salary. Professionals tend to increase their income upwards of 50% or more when joining our firm. Additionally, we offer comprehensive benefit plans including healthcare/dental/vision, paid vacation/sick time, paid holidays, 401k, profit sharing, allowance for professional development and more!

Professional Attributes

• High energy and enthusiasm, with a strong commitment to exceeding client expectations.
• Flexibility and openness to work on a variety of assignments, industries, and roles.
• Ability to learn quickly, make an immediate impact, and provide value-added service to our clients.
• Strong communication & interpersonal skills, displaying the ability to connect and build relationships with clients, firm leadership, & peers.
• Confidence in professional aptitude and ability to effectively convey skills, knowledge, and qualifications to clients.
• Team player with a strong desire to be an active, long-term participant in the growth of the local office and Firm overall.
• Entrepreneurial spirit and belief in the opportunities that Siegfried offers.
• Interest and passion to get involved in other professional experiences such as Business Development and Recruiting.

Skills, Knowledge and Qualifications

• Undergraduate degree in Accounting or Finance.
• Certified Public Accountant (CPA) certification, or progress towards, preferred.
• Required: 3 years of relevant technical / strategic accounting experience.
• Required: 2 busy seasons in external audit with a Big 4 or large Certified Public Accountant (CPA) Firm.
• Strongly Preferred: 1 busy season as a “Senior” in external audit with a Big 4 or large CPA Firm.
• Corporate accounting and/or finance experience at a large public corporation is a plus but not required.
• Excellent analytical, technical, and auditing skills including proficiency in U.S. Generally Accepted Accounting Principles (GAAP) and Financial Accounting Services Board (FASB) rules and standards.
• Strong computer desktop skills required. Advanced Microsoft Excel skills (i.e., macros, pivot tables, etc.) desirable.
• Demonstrated career progression and job stability.

]]> Mon, 27 Jan 2020 00:00:00 PST 0 <![CDATA[Accounting Consultant- Full time ]]> Accounting Consultant

Apply now to start working with many of the nationâs largest corporations completing important financial and accounting projects of critical strategic significance. Invest your time in tackling unique, challenging and one-of-a-kind Accounting & Finance projects inside the walls of Fortune 1000 companies and other large organizations. Initial Public Offering (IPO) readiness, mergers and acquisitions, carve-outs…we have it all and more.

Our Firm is interested in hiring Accounting and Finance Professionals â Certified Public Accountants, Accounting Managers, Financial Reporting Managers, Senior Accountants, Audit Managers, Audit Seniors, etc. â who are looking to broaden their skill sets and gain valuable experiences to help enhance their marketability and advance their careers.

Take advantage of a lucrative incentive plans and competitive base salary. Professionals tend to increase their income upwards of 50% or more when joining our firm. Additionally, we offer comprehensive benefit plans including healthcare/dental/vision, paid vacation/sick time, paid holidays, 401k, profit sharing, allowance for professional development and more!

Professional Attributes

• High energy and enthusiasm, with a strong commitment to exceeding client expectations.
• Flexibility and openness to work on a variety of assignments, industries, and roles.
• Ability to learn quickly, make an immediate impact, and provide value-added service to our clients.
• Strong communication & interpersonal skills, displaying the ability to connect and build relationships with clients, firm leadership, & peers.
• Confidence in professional aptitude and ability to effectively convey skills, knowledge, and qualifications to clients.
• Team player with a strong desire to be an active, long-term participant in the growth of the local office and Firm overall.
• Entrepreneurial spirit and belief in the opportunities that Siegfried offers.
• Interest and passion to get involved in other professional experiences such as Business Development and Recruiting.

Skills, Knowledge and Qualifications

• Undergraduate degree in Accounting or Finance.
• Certified Public Accountant (CPA) certification, or progress towards, preferred.
• Required: 3 years of relevant technical / strategic accounting experience.
• Required: 2 busy seasons in external audit with a Big 4 or large Certified Public Accountant (CPA) Firm.
• Strongly Preferred: 1 busy season as a “Senior” in external audit with a Big 4 or large CPA Firm.
• Corporate accounting and/or finance experience at a large public corporation is a plus but not required.
• Excellent analytical, technical, and auditing skills including proficiency in U.S. Generally Accepted Accounting Principles (GAAP) and Financial Accounting Services Board (FASB) rules and standards.
• Strong computer desktop skills required. Advanced Microsoft Excel skills (i.e., macros, pivot tables, etc.) desirable.
• Demonstrated career progression and job stability.

]]> Mon, 27 Jan 2020 00:00:00 PST 0 <![CDATA[Accounting Consultant- Full time ]]> Accounting Consultant

Apply now to start working with many of the nationâs largest corporations completing important financial and accounting projects of critical strategic significance. Invest your time in tackling unique, challenging and one-of-a-kind Accounting & Finance projects inside the walls of Fortune 1000 companies and other large organizations. Initial Public Offering (IPO) readiness, mergers and acquisitions, carve-outs…we have it all and more.

Our Firm is interested in hiring Accounting and Finance Professionals â Certified Public Accountants, Accounting Managers, Financial Reporting Managers, Senior Accountants, Audit Managers, Audit Seniors, etc. â who are looking to broaden their skill sets and gain valuable experiences to help enhance their marketability and advance their careers.

Take advantage of a lucrative incentive plans and competitive base salary. Professionals tend to increase their income upwards of 50% or more when joining our firm. Additionally, we offer comprehensive benefit plans including healthcare/dental/vision, paid vacation/sick time, paid holidays, 401k, profit sharing, allowance for professional development and more!

Professional Attributes

• High energy and enthusiasm, with a strong commitment to exceeding client expectations.
• Flexibility and openness to work on a variety of assignments, industries, and roles.
• Ability to learn quickly, make an immediate impact, and provide value-added service to our clients.
• Strong communication & interpersonal skills, displaying the ability to connect and build relationships with clients, firm leadership, & peers.
• Confidence in professional aptitude and ability to effectively convey skills, knowledge, and qualifications to clients.
• Team player with a strong desire to be an active, long-term participant in the growth of the local office and Firm overall.
• Entrepreneurial spirit and belief in the opportunities that Siegfried offers.
• Interest and passion to get involved in other professional experiences such as Business Development and Recruiting.

Skills, Knowledge and Qualifications

• Undergraduate degree in Accounting or Finance.
• Certified Public Accountant (CPA) certification, or progress towards, preferred.
• Required: 3 years of relevant technical / strategic accounting experience.
• Required: 2 busy seasons in external audit with a Big 4 or large Certified Public Accountant (CPA) Firm.
• Strongly Preferred: 1 busy season as a “Senior” in external audit with a Big 4 or large CPA Firm.
• Corporate accounting and/or finance experience at a large public corporation is a plus but not required.
• Excellent analytical, technical, and auditing skills including proficiency in U.S. Generally Accepted Accounting Principles (GAAP) and Financial Accounting Services Board (FASB) rules and standards.
• Strong computer desktop skills required. Advanced Microsoft Excel skills (i.e., macros, pivot tables, etc.) desirable.
• Demonstrated career progression and job stability.

]]> Mon, 27 Jan 2020 00:00:00 PST 0 <![CDATA[Accounting Advisory Senior Associate ]]> Accounting Advisory Senior Associate

The Opportunity

While others simply verify the books, you will be the one writing them. As a Technical Accounting Advisory Associate, you are the "accountantâs accountant." You will be deployed as a subject matter expert to solve the most complex technical hurdles facing modern finance departments. This isn't about administrative support; itâs about high-level GAAP application, financial statement reconstruction, and technical memo authorship for organizations undergoing massive structural changes.

What Youâll Do

Complex Technical Research: Act as the primary resource for interpreting and implementing complex accounting standards (e.g., ASC 606, 842, 326, and 805).
Financial Statement Preparation: Lead the "heavy lifting" of preparing audit-ready financial statements and SEC filings (10-K, 10-Q, S-1) for companies going public or carved out of parent entities.
Audit Remediation: Step into high-pressure environments to clean up complex reconciliations, correct historical accounting errors, and restate financials when necessary.
Policy Architecture: Develop and document formal accounting policies that standardize how global enterprises recognize revenue, value assets, and manage equity.
Deal Support: Perform technical accounting due diligence, ensuring that business combinations are recorded accurately from Day 1.

Who You Are

The Technical Purist: You find genuine satisfaction in the nuances of the FASB codification and take pride in precise financial reporting.
The Detail Detective: You can dive into a messy General Ledger and extract a clean, GAAP-compliant narrative.
The Subject Matter Expert: You are the person your peers go to when they have a difficult question about "debit and credit" logic in complex transactions.
The Translator: You can take a 50-page legal contract and distill its financial impact into a clear, concise technical memo.

Qualifications & Skills

Education: Bachelorâs or Masterâs degree in Accounting (specifically).
Experience: 2â5 years of "heavy" accounting experience. We are specifically looking for Big 4/Top 10 Audit Seniors or Financial Reporting Accountants from large public companies.
Certification: Active CPA license is highly preferred.
Technical Mastery: Deep, working knowledge of the FASB Accounting Standards Codification (ASC). You should be comfortable explaining the mechanics of a cash flow statement or a consolidated balance sheet under pressure.
Software Proficiency: Advanced Excel (building complex models from scratch) and experience with ERP systems like NetSuite, SAP, or Workday.

]]> Mon, 27 Jan 2020 00:00:00 PST 0 <![CDATA[Accounting Consultant- Full time ]]> Accounting Consultant

Apply now to start working with many of the nationâs largest corporations completing important financial and accounting projects of critical strategic significance. Invest your time in tackling unique, challenging and one-of-a-kind Accounting & Finance projects inside the walls of Fortune 1000 companies and other large organizations. Initial Public Offering (IPO) readiness, mergers and acquisitions, carve-outs…we have it all and more.

Our Firm is interested in hiring Accounting and Finance Professionals â Certified Public Accountants, Accounting Managers, Financial Reporting Managers, Senior Accountants, Audit Managers, Audit Seniors, etc. â who are looking to broaden their skill sets and gain valuable experiences to help enhance their marketability and advance their careers.

Take advantage of a lucrative incentive plans and competitive base salary. Professionals tend to increase their income upwards of 50% or more when joining our firm. Additionally, we offer comprehensive benefit plans including healthcare/dental/vision, paid vacation/sick time, paid holidays, 401k, profit sharing, allowance for professional development and more!

Professional Attributes

• High energy and enthusiasm, with a strong commitment to exceeding client expectations.
• Flexibility and openness to work on a variety of assignments, industries, and roles.
• Ability to learn quickly, make an immediate impact, and provide value-added service to our clients.
• Strong communication & interpersonal skills, displaying the ability to connect and build relationships with clients, firm leadership, & peers.
• Confidence in professional aptitude and ability to effectively convey skills, knowledge, and qualifications to clients.
• Team player with a strong desire to be an active, long-term participant in the growth of the local office and Firm overall.
• Entrepreneurial spirit and belief in the opportunities that Siegfried offers.
• Interest and passion to get involved in other professional experiences such as Business Development and Recruiting.

Skills, Knowledge and Qualifications

• Undergraduate degree in Accounting or Finance.
• Certified Public Accountant (CPA) certification, or progress towards, preferred.
• Required: 3 years of relevant technical / strategic accounting experience.
• Required: 2 busy seasons in external audit with a Big 4 or large Certified Public Accountant (CPA) Firm.
• Strongly Preferred: 1 busy season as a “Senior” in external audit with a Big 4 or large CPA Firm.
• Corporate accounting and/or finance experience at a large public corporation is a plus but not required.
• Excellent analytical, technical, and auditing skills including proficiency in U.S. Generally Accepted Accounting Principles (GAAP) and Financial Accounting Services Board (FASB) rules and standards.
• Strong computer desktop skills required. Advanced Microsoft Excel skills (i.e., macros, pivot tables, etc.) desirable.
• Demonstrated career progression and job stability.

]]> Mon, 27 Jan 2020 00:00:00 PST 0 <![CDATA[Accounting Consultant- Full time ]]> Accounting Consultant

Apply now to start working with many of the nationâs largest corporations completing important financial and accounting projects of critical strategic significance. Invest your time in tackling unique, challenging and one-of-a-kind Accounting & Finance projects inside the walls of Fortune 1000 companies and other large organizations. Initial Public Offering (IPO) readiness, mergers and acquisitions, carve-outs…we have it all and more.

Our Firm is interested in hiring Accounting and Finance Professionals â Certified Public Accountants, Accounting Managers, Financial Reporting Managers, Senior Accountants, Audit Managers, Audit Seniors, etc. â who are looking to broaden their skill sets and gain valuable experiences to help enhance their marketability and advance their careers.

Take advantage of a lucrative incentive plans and competitive base salary. Professionals tend to increase their income upwards of 50% or more when joining our firm. Additionally, we offer comprehensive benefit plans including healthcare/dental/vision, paid vacation/sick time, paid holidays, 401k, profit sharing, allowance for professional development and more!

Professional Attributes

• High energy and enthusiasm, with a strong commitment to exceeding client expectations.
• Flexibility and openness to work on a variety of assignments, industries, and roles.
• Ability to learn quickly, make an immediate impact, and provide value-added service to our clients.
• Strong communication & interpersonal skills, displaying the ability to connect and build relationships with clients, firm leadership, & peers.
• Confidence in professional aptitude and ability to effectively convey skills, knowledge, and qualifications to clients.
• Team player with a strong desire to be an active, long-term participant in the growth of the local office and Firm overall.
• Entrepreneurial spirit and belief in the opportunities that Siegfried offers.
• Interest and passion to get involved in other professional experiences such as Business Development and Recruiting.

Skills, Knowledge and Qualifications

• Undergraduate degree in Accounting or Finance.
• Certified Public Accountant (CPA) certification, or progress towards, preferred.
• Required: 3 years of relevant technical / strategic accounting experience.
• Required: 2 busy seasons in external audit with a Big 4 or large Certified Public Accountant (CPA) Firm.
• Strongly Preferred: 1 busy season as a “Senior” in external audit with a Big 4 or large CPA Firm.
• Corporate accounting and/or finance experience at a large public corporation is a plus but not required.
• Excellent analytical, technical, and auditing skills including proficiency in U.S. Generally Accepted Accounting Principles (GAAP) and Financial Accounting Services Board (FASB) rules and standards.
• Strong computer desktop skills required. Advanced Microsoft Excel skills (i.e., macros, pivot tables, etc.) desirable.
• Demonstrated career progression and job stability.

]]> Mon, 27 Jan 2020 00:00:00 PST 0 <![CDATA[Accounting Consultant- Full time ]]> Accounting Advisory Consultant

Apply now to start working with many of the nationâs largest corporations completing important financial and accounting projects of critical strategic significance. Invest your time in tackling unique, challenging and one-of-a-kind Accounting & Finance projects inside the walls of Fortune 1000 companies and other large organizations. Initial Public Offering (IPO) readiness, mergers and acquisitions, carve-outs…we have it all and more.

Our Firm is interested in hiring Accounting and Finance Professionals â Certified Public Accountants, Accounting Managers, Financial Reporting Managers, Senior Accountants, Audit Managers, Audit Seniors, etc. â who are looking to broaden their skill sets and gain valuable experiences to help enhance their marketability and advance their careers.

Take advantage of a lucrative incentive plans and competitive base salary. Professionals tend to increase their income upwards of 50% or more when joining our firm. Additionally, we offer comprehensive benefit plans including healthcare/dental/vision, paid vacation/sick time, paid holidays, 401k, profit sharing, allowance for professional development and more!

Professional Attributes

• High energy and enthusiasm, with a strong commitment to exceeding client expectations.
• Flexibility and openness to work on a variety of assignments, industries, and roles.
• Ability to learn quickly, make an immediate impact, and provide value-added service to our clients.
• Strong communication & interpersonal skills, displaying the ability to connect and build relationships with clients, firm leadership, & peers.
• Confidence in professional aptitude and ability to effectively convey skills, knowledge, and qualifications to clients.
• Team player with a strong desire to be an active, long-term participant in the growth of the local office and Firm overall.
• Entrepreneurial spirit and belief in the opportunities that Siegfried offers.
• Interest and passion to get involved in other professional experiences such as Business Development and Recruiting.

Skills, Knowledge and Qualifications

• Undergraduate degree in Accounting or Finance.
• Certified Public Accountant (CPA) certification, or progress towards, preferred.
• Required: 3 years of relevant technical / strategic accounting experience.
• Required: 2 busy seasons in external audit with a Big 4 or large Certified Public Accountant (CPA) Firm.
• Strongly Preferred: 1 busy season as a “Senior” in external audit with a Big 4 or large CPA Firm.
• Corporate accounting and/or finance experience at a large public corporation is a plus but not required.
• Excellent analytical, technical, and auditing skills including proficiency in U.S. Generally Accepted Accounting Principles (GAAP) and Financial Accounting Services Board (FASB) rules and standards.
• Strong computer desktop skills required. Advanced Microsoft Excel skills (i.e., macros, pivot tables, etc.) desirable.
• Demonstrated career progression and job stability.

]]> Mon, 27 Jan 2020 00:00:00 PST 0 <![CDATA[Accounting Consultant- Full time ]]> Accounting Consultant

Apply now to start working with many of the nationâs largest corporations completing important financial and accounting projects of critical strategic significance. Invest your time in tackling unique, challenging and one-of-a-kind Accounting & Finance projects inside the walls of Fortune 1000 companies and other large organizations. Initial Public Offering (IPO) readiness, mergers and acquisitions, carve-outs…we have it all and more.

Our Firm is interested in hiring Accounting and Finance Professionals â Certified Public Accountants, Accounting Managers, Financial Reporting Managers, Senior Accountants, Audit Managers, Audit Seniors, etc. â who are looking to broaden their skill sets and gain valuable experiences to help enhance their marketability and advance their careers.

Take advantage of a lucrative incentive plans and competitive base salary. Professionals tend to increase their income upwards of 50% or more when joining our firm. Additionally, we offer comprehensive benefit plans including healthcare/dental/vision, paid vacation/sick time, paid holidays, 401k, profit sharing, allowance for professional development and more!

Professional Attributes

• High energy and enthusiasm, with a strong commitment to exceeding client expectations.
• Flexibility and openness to work on a variety of assignments, industries, and roles.
• Ability to learn quickly, make an immediate impact, and provide value-added service to our clients.
• Strong communication & interpersonal skills, displaying the ability to connect and build relationships with clients, firm leadership, & peers.
• Confidence in professional aptitude and ability to effectively convey skills, knowledge, and qualifications to clients.
• Team player with a strong desire to be an active, long-term participant in the growth of the local office and Firm overall.
• Entrepreneurial spirit and belief in the opportunities that Siegfried offers.
• Interest and passion to get involved in other professional experiences such as Business Development and Recruiting.

Skills, Knowledge and Qualifications

• Undergraduate degree in Accounting or Finance.
• Certified Public Accountant (CPA) certification, or progress towards, preferred.
• Required: 3 years of relevant technical / strategic accounting experience.
• Required: 2 busy seasons in external audit with a Big 4 or large Certified Public Accountant (CPA) Firm.
• Strongly Preferred: 1 busy season as a “Senior” in external audit with a Big 4 or large CPA Firm.
• Corporate accounting and/or finance experience at a large public corporation is a plus but not required.
• Excellent analytical, technical, and auditing skills including proficiency in U.S. Generally Accepted Accounting Principles (GAAP) and Financial Accounting Services Board (FASB) rules and standards.
• Strong computer desktop skills required. Advanced Microsoft Excel skills (i.e., macros, pivot tables, etc.) desirable.
• Demonstrated career progression and job stability.

]]> Mon, 27 Jan 2020 00:00:00 PST 0 <![CDATA[Accounting Consultant- Full time ]]> Accounting Consultant

Apply now to start working with many of the nationâs largest corporations completing important financial and accounting projects of critical strategic significance. Invest your time in tackling unique, challenging and one-of-a-kind Accounting & Finance projects inside the walls of Fortune 1000 companies and other large organizations. Initial Public Offering (IPO) readiness, mergers and acquisitions, carve-outs…we have it all and more.

Our Firm is interested in hiring Accounting and Finance Professionals â Certified Public Accountants, Accounting Managers, Financial Reporting Managers, Senior Accountants, Audit Managers, Audit Seniors, etc. â who are looking to broaden their skill sets and gain valuable experiences to help enhance their marketability and advance their careers.

Take advantage of a lucrative incentive plans and competitive base salary. Professionals tend to increase their income upwards of 50% or more when joining our firm. Additionally, we offer comprehensive benefit plans including healthcare/dental/vision, paid vacation/sick time, paid holidays, 401k, profit sharing, allowance for professional development and more!

Professional Attributes

• High energy and enthusiasm, with a strong commitment to exceeding client expectations.
• Flexibility and openness to work on a variety of assignments, industries, and roles.
• Ability to learn quickly, make an immediate impact, and provide value-added service to our clients.
• Strong communication & interpersonal skills, displaying the ability to connect and build relationships with clients, firm leadership, & peers.
• Confidence in professional aptitude and ability to effectively convey skills, knowledge, and qualifications to clients.
• Team player with a strong desire to be an active, long-term participant in the growth of the local office and Firm overall.
• Entrepreneurial spirit and belief in the opportunities that Siegfried offers.
• Interest and passion to get involved in other professional experiences such as Business Development and Recruiting.

Skills, Knowledge and Qualifications

• Undergraduate degree in Accounting or Finance.
• Certified Public Accountant (CPA) certification, or progress towards, preferred.
• Required: 3 years of relevant technical / strategic accounting experience.
• Required: 2 busy seasons in external audit with a Big 4 or large Certified Public Accountant (CPA) Firm.
• Strongly Preferred: 1 busy season as a “Senior” in external audit with a Big 4 or large CPA Firm.
• Corporate accounting and/or finance experience at a large public corporation is a plus but not required.
• Excellent analytical, technical, and auditing skills including proficiency in U.S. Generally Accepted Accounting Principles (GAAP) and Financial Accounting Services Board (FASB) rules and standards.
• Strong computer desktop skills required. Advanced Microsoft Excel skills (i.e., macros, pivot tables, etc.) desirable.
• Demonstrated career progression and job stability.

]]> Mon, 27 Jan 2020 00:00:00 PST 0 <![CDATA[Accounting Consultant- Full time ]]> Accounting Consultant

Apply now to start working with many of the nationâs largest corporations completing important financial and accounting projects of critical strategic significance. Invest your time in tackling unique, challenging and one-of-a-kind Accounting & Finance projects inside the walls of Fortune 1000 companies and other large organizations. Initial Public Offering (IPO) readiness, mergers and acquisitions, carve-outs…we have it all and more.

Our Firm is interested in hiring Accounting and Finance Professionals â Certified Public Accountants, Accounting Managers, Financial Reporting Managers, Senior Accountants, Audit Managers, Audit Seniors, etc. â who are looking to broaden their skill sets and gain valuable experiences to help enhance their marketability and advance their careers.

Take advantage of a lucrative incentive plans and competitive base salary. Professionals tend to increase their income upwards of 50% or more when joining our firm. Additionally, we offer comprehensive benefit plans including healthcare/dental/vision, paid vacation/sick time, paid holidays, 401k, profit sharing, allowance for professional development and more!

Professional Attributes

• High energy and enthusiasm, with a strong commitment to exceeding client expectations.
• Flexibility and openness to work on a variety of assignments, industries, and roles.
• Ability to learn quickly, make an immediate impact, and provide value-added service to our clients.
• Strong communication & interpersonal skills, displaying the ability to connect and build relationships with clients, firm leadership, & peers.
• Confidence in professional aptitude and ability to effectively convey skills, knowledge, and qualifications to clients.
• Team player with a strong desire to be an active, long-term participant in the growth of the local office and Firm overall.
• Entrepreneurial spirit and belief in the opportunities that Siegfried offers.
• Interest and passion to get involved in other professional experiences such as Business Development and Recruiting.

Skills, Knowledge and Qualifications

• Undergraduate degree in Accounting or Finance.
• Certified Public Accountant (CPA) certification, or progress towards, preferred.
• Required: 3 years of relevant technical / strategic accounting experience.
• Required: 2 busy seasons in external audit with a Big 4 or large Certified Public Accountant (CPA) Firm.
• Strongly Preferred: 1 busy season as a “Senior” in external audit with a Big 4 or large CPA Firm.
• Corporate accounting and/or finance experience at a large public corporation is a plus but not required.
• Excellent analytical, technical, and auditing skills including proficiency in U.S. Generally Accepted Accounting Principles (GAAP) and Financial Accounting Services Board (FASB) rules and standards.
• Strong computer desktop skills required. Advanced Microsoft Excel skills (i.e., macros, pivot tables, etc.) desirable.
• Demonstrated career progression and job stability.

]]> Mon, 27 Jan 2020 00:00:00 PST 0 <![CDATA[Accounting Advisory Senior Associate]]> Accounting Advisory Senior Associate

The Opportunity

While others simply verify the books, you will be the one writing them. As a Technical Accounting Advisory Associate, you are the "accountantâs accountant." You will be deployed as a subject matter expert to solve the most complex technical hurdles facing modern finance departments. This isn't about administrative support; itâs about high-level GAAP application, financial statement reconstruction, and technical memo authorship for organizations undergoing massive structural changes.

What Youâll Do

Complex Technical Research: Act as the primary resource for interpreting and implementing complex accounting standards (e.g., ASC 606, 842, 326, and 805).
Financial Statement Preparation: Lead the "heavy lifting" of preparing audit-ready financial statements and SEC filings (10-K, 10-Q, S-1) for companies going public or carved out of parent entities.
Audit Remediation: Step into high-pressure environments to clean up complex reconciliations, correct historical accounting errors, and restate financials when necessary.
Policy Architecture: Develop and document formal accounting policies that standardize how global enterprises recognize revenue, value assets, and manage equity.
Deal Support: Perform technical accounting due diligence, ensuring that business combinations are recorded accurately from Day 1.

Who You Are

The Technical Purist: You find genuine satisfaction in the nuances of the FASB codification and take pride in precise financial reporting.
The Detail Detective: You can dive into a messy General Ledger and extract a clean, GAAP-compliant narrative.
The Subject Matter Expert: You are the person your peers go to when they have a difficult question about "debit and credit" logic in complex transactions.
The Translator: You can take a 50-page legal contract and distill its financial impact into a clear, concise technical memo.

Qualifications & Skills

Education: Bachelorâs or Masterâs degree in Accounting (specifically).
Experience: 2â5 years of "heavy" accounting experience. We are specifically looking for Big 4/Top 10 Audit Seniors or Financial Reporting Accountants from large public companies.
Certification: Active CPA license is highly preferred.
Technical Mastery: Deep, working knowledge of the FASB Accounting Standards Codification (ASC). You should be comfortable explaining the mechanics of a cash flow statement or a consolidated balance sheet under pressure.
Software Proficiency: Advanced Excel (building complex models from scratch) and experience with ERP systems like NetSuite, SAP, or Workday.

]]> Mon, 27 Jan 2020 00:00:00 PST 0 <![CDATA[Accounting Consultant- Full time ]]> Accounting Consultant

Apply now to start working with many of the nationâs largest corporations completing important financial and accounting projects of critical strategic significance. Invest your time in tackling unique, challenging and one-of-a-kind Accounting & Finance projects inside the walls of Fortune 1000 companies and other large organizations. Initial Public Offering (IPO) readiness, mergers and acquisitions, carve-outs…we have it all and more.

Our Firm is interested in hiring Accounting and Finance Professionals â Certified Public Accountants, Accounting Managers, Financial Reporting Managers, Senior Accountants, Audit Managers, Audit Seniors, etc. â who are looking to broaden their skill sets and gain valuable experiences to help enhance their marketability and advance their careers.

Take advantage of a lucrative incentive plans and competitive base salary. Professionals tend to increase their income upwards of 50% or more when joining our firm. Additionally, we offer comprehensive benefit plans including healthcare/dental/vision, paid vacation/sick time, paid holidays, 401k, profit sharing, allowance for professional development and more!

Professional Attributes

• High energy and enthusiasm, with a strong commitment to exceeding client expectations.
• Flexibility and openness to work on a variety of assignments, industries, and roles.
• Ability to learn quickly, make an immediate impact, and provide value-added service to our clients.
• Strong communication & interpersonal skills, displaying the ability to connect and build relationships with clients, firm leadership, & peers.
• Confidence in professional aptitude and ability to effectively convey skills, knowledge, and qualifications to clients.
• Team player with a strong desire to be an active, long-term participant in the growth of the local office and Firm overall.
• Entrepreneurial spirit and belief in the opportunities that Siegfried offers.
• Interest and passion to get involved in other professional experiences such as Business Development and Recruiting.

Skills, Knowledge and Qualifications

• Undergraduate degree in Accounting or Finance.
• Certified Public Accountant (CPA) certification, or progress towards, preferred.
• Required: 3 years of relevant technical / strategic accounting experience.
• Required: 2 busy seasons in external audit with a Big 4 or large Certified Public Accountant (CPA) Firm.
• Strongly Preferred: 1 busy season as a “Senior” in external audit with a Big 4 or large CPA Firm.
• Corporate accounting and/or finance experience at a large public corporation is a plus but not required.
• Excellent analytical, technical, and auditing skills including proficiency in U.S. Generally Accepted Accounting Principles (GAAP) and Financial Accounting Services Board (FASB) rules and standards.
• Strong computer desktop skills required. Advanced Microsoft Excel skills (i.e., macros, pivot tables, etc.) desirable.
• Demonstrated career progression and job stability.

]]> Mon, 27 Jan 2020 00:00:00 PST 0 <![CDATA[Accounting Consultant- Full time ]]> Accounting Consultant

Apply now to start working with many of the nationâs largest corporations completing important financial and accounting projects of critical strategic significance. Invest your time in tackling unique, challenging and one-of-a-kind Accounting & Finance projects inside the walls of Fortune 1000 companies and other large organizations. Initial Public Offering (IPO) readiness, mergers and acquisitions, carve-outs…we have it all and more.

Our Firm is interested in hiring Accounting and Finance Professionals â Certified Public Accountants, Accounting Managers, Financial Reporting Managers, Senior Accountants, Audit Managers, Audit Seniors, etc. â who are looking to broaden their skill sets and gain valuable experiences to help enhance their marketability and advance their careers.

Take advantage of a lucrative incentive plans and competitive base salary. Professionals tend to increase their income upwards of 50% or more when joining our firm. Additionally, we offer comprehensive benefit plans including healthcare/dental/vision, paid vacation/sick time, paid holidays, 401k, profit sharing, allowance for professional development and more!

Professional Attributes

• High energy and enthusiasm, with a strong commitment to exceeding client expectations.
• Flexibility and openness to work on a variety of assignments, industries, and roles.
• Ability to learn quickly, make an immediate impact, and provide value-added service to our clients.
• Strong communication & interpersonal skills, displaying the ability to connect and build relationships with clients, firm leadership, & peers.
• Confidence in professional aptitude and ability to effectively convey skills, knowledge, and qualifications to clients.
• Team player with a strong desire to be an active, long-term participant in the growth of the local office and Firm overall.
• Entrepreneurial spirit and belief in the opportunities that Siegfried offers.
• Interest and passion to get involved in other professional experiences such as Business Development and Recruiting.

Skills, Knowledge and Qualifications

• Undergraduate degree in Accounting or Finance.
• Certified Public Accountant (CPA) certification, or progress towards, preferred.
• Required: 3 years of relevant technical / strategic accounting experience.
• Required: 2 busy seasons in external audit with a Big 4 or large Certified Public Accountant (CPA) Firm.
• Strongly Preferred: 1 busy season as a “Senior” in external audit with a Big 4 or large CPA Firm.
• Corporate accounting and/or finance experience at a large public corporation is a plus but not required.
• Excellent analytical, technical, and auditing skills including proficiency in U.S. Generally Accepted Accounting Principles (GAAP) and Financial Accounting Services Board (FASB) rules and standards.
• Strong computer desktop skills required. Advanced Microsoft Excel skills (i.e., macros, pivot tables, etc.) desirable.
• Demonstrated career progression and job stability.

]]> Mon, 27 Jan 2020 00:00:00 PST 0 <![CDATA[Senior Accountant ]]> Senior Accountant

Apply now to start working with many of the nationâs largest corporations completing important financial and accounting projects of critical strategic significance. Invest your time in tackling unique, challenging and one-of-a-kind Accounting & Finance projects inside the walls of Fortune 1000 companies and other large organizations. Initial Public Offering (IPO) readiness, mergers and acquisitions, carve-outs…we have it all and more.

Our Firm is interested in hiring Accounting and Finance Professionals â Certified Public Accountants, Accounting Managers, Financial Reporting Managers, Senior Accountants, Audit Managers, Audit Seniors, etc. â who are looking to broaden their skill sets and gain valuable experiences to help enhance their marketability and advance their careers.

Take advantage of a lucrative incentive plans and competitive base salary. Professionals tend to increase their income upwards of 50% or more when joining our firm. Additionally, we offer comprehensive benefit plans including healthcare/dental/vision, paid vacation/sick time, paid holidays, 401k, profit sharing, allowance for professional development and more!

Professional Attributes

• High energy and enthusiasm, with a strong commitment to exceeding client expectations.
• Flexibility and openness to work on a variety of assignments, industries, and roles.
• Ability to learn quickly, make an immediate impact, and provide value-added service to our clients.
• Strong communication & interpersonal skills, displaying the ability to connect and build relationships with clients, firm leadership, & peers.
• Confidence in professional aptitude and ability to effectively convey skills, knowledge, and qualifications to clients.
• Team player with a strong desire to be an active, long-term participant in the growth of the local office and Firm overall.
• Entrepreneurial spirit and belief in the opportunities that Siegfried offers.
• Interest and passion to get involved in other professional experiences such as Business Development and Recruiting.

Skills, Knowledge and Qualifications

• Undergraduate degree in Accounting or Finance.
• Certified Public Accountant (CPA) certification, or progress towards, preferred.
• Required: 3 years of relevant technical / strategic accounting experience.
• Required: 2 busy seasons in external audit with a Big 4 or large Certified Public Accountant (CPA) Firm.
• Strongly Preferred: 1 busy season as a “Senior” in external audit with a Big 4 or large CPA Firm.
• Corporate accounting and/or finance experience at a large public corporation is a plus but not required.
• Excellent analytical, technical, and auditing skills including proficiency in U.S. Generally Accepted Accounting Principles (GAAP) and Financial Accounting Services Board (FASB) rules and standards.
• Strong computer desktop skills required. Advanced Microsoft Excel skills (i.e., macros, pivot tables, etc.) desirable.
• Demonstrated career progression and job stability.

]]> Thu, 23 Jan 2020 00:00:00 PST 0 <![CDATA[Labor and Employment Associate Attorney - Remote OK]]> Labor and Employment Associate Attorney - Remote OK

Job Description

Urgently hiring

Boutique Labor & Employment law firm is seeking to fill an Associate Attorney position. Recent law graduate or associate candidates with up to 2 yearsâ experience will be considered. Bar admission is preferred but not required. Recently licensed attorneys are welcome to apply for this position.

The successful candidate must have strong academic credentials, and excellent communication and interpersonal skills; must have superior oral advocacy, research and writing, analytical, and organizational and time management skills; and must have excellent judgment and decision-making skills.

Salary commensurate with experience.

For consideration, please email cover letter and resume with professional references
]]> Sun, 12 Jan 2020 00:00:00 PST 0 <![CDATA[Audit Staff - Experienced Audit Staff - Audit Senior]]> Audit Staff - Experienced Audit Staff - Audit Senior

Job Summary:

Top 100 Firm and an 9-time recipient of Inside Public Accountingâs Best of the Best Firms, with over 40 years of success in the market. Our firm consists of over 200 Accounting Rock Stars, and our talented teams consistently drive the success of our business through thoughtful strategy and creative problem solving.

Successful candidates should have the following:

• 1 -3 years of public accounting experience.
• Undergraduate or masterâs degree in Accounting or related field.
• Minimum overall and accounting GPAs of 3.2
• Should have completed, or is approaching completion, of CPA examination.
• A solid understanding of audit issues.
• Ability to utilize firm technology to enhance client service.
• Proficiency in Microsoft Office computer programs.
• Excellent written and oral communication skills.
A day-in-the-life basic overview includes:
• Managing, understanding and assisting with planning multiple audit assignments in several industries.
• Developing an understanding of clientâs business, and becoming a “functional expert” in the area
• Execute the day-to-day activities of audit engagements.
• Manage client engagements from start to finish, including managing the budget, planning, executing, directing staff and completing financial statements and audits
• Develop and maintain an excellent working relationship with all levels of client staff to increase customer satisfaction and to strengthen client relationships
• Preparing all necessary financial statement and related disclosures and reportable conditions letters, with an eye on quality, thoroughness and accuracy
• Identify and communicate technical matters to both clients and upper management.
• Utilize proactive, effective communication with management, staff and clients
• Ensures compliance with established internal control procedures by examining records, reports, operating practices, and documentation.
• Maintains internal control systems by updating audit programs and questionnaires; recommending new policies and procedures.
• Completes audit work papers by documenting audit tests and findings and conclusions.
• Performs accounting research and tests analytical procedures on financial data.
• Identifies audit issues and proposes strategies to resolve them.
• Communicates status of work and issues with seniors, managers or partners on a timely basis.
• Works with other members of a team on a variety of engagements.
• Develops strong relationships with firm and client personnel.

Something that should be noted: we offer market-leading benefits, and lots of fun, intangible perks (Quarterly Socials, Annual Ski/Camping trips, Catered breakfast, etc.).
]]> Wed, 08 Jan 2020 00:00:00 PST 0 <![CDATA[Audit Manager - Audit Senior Manager]]> Audit Manager

Our Audit Services Team is committed to adding value to our clients. Our client service model focuses on quick response times and efficient audit services. As a CPA firm, we provide audit services to small to mid-cap companies and our structure allows for more competitive fees than Big 4 and national CPAs without sacrificing quality.

WHAT YOUâLL DO

Supervise and plan field engagements, including financial statement audits, reviews, and various consulting engagements.
Supervise a team of 2-5 staff members over the course of engagement and provide technical guidance to team while out in the field or in office.
Recognize, research and perform moderately complex accounting areas of the clientsâ balance sheet and income statements.
Ensure the completion of clientsâ annual reports on a timely and accurate basis.
Interact with clients to identify and resolve field audit issues.
Exhibit strong analytical skills to evaluate financial data and relationships.
Continue to build upon technical skills and maintain a current Certified Public Accountant (CPA) license through Continued Professional Education trainings.

WHAT YOUâLL NEED

5+ years Public Accounting experience, including management of audit engagements.
2+ yearsâ experience in a Manager role preferred.
Bachelor or Masterâs degree in Accounting, Business Administration, Finance or related field.
Certified Public Accountant (CPA) license required.
Considers the development and motivation of staff a priority, and provides mentorships.
Excellent written and verbal communication and interpersonal skills.
Reliable transportation with the ability to travel
]]> Tue, 07 Jan 2020 00:00:00 PST 0 <![CDATA[Tax Manager]]> Tax Manager

Description

We are seeking an experienced Tax Manager to lead and manage the tax practice in our San Diego / La Jolla Office. This individual will be responsible for managing compliance and consulting engagements, including the delivery of high-quality work product, client communication and billing. This individual would serve as an adviser to our clients, aiming at maximizing engagement and achieving qualitative outcomes.

In this position, there is opportunity for advancement upon demonstration of abilities and a commitment to the profession and the firm.

Responsibilities

Demonstrate strong technical knowledge of individual, partnership, and corporate tax planning, consulting and compliance.
In-depth interaction and communication with the partners and clients, regarding complex tax and accounting matters.
Demonstrated knowledge and proficiency in advanced technical and research skills, necessary for advising clients.
Responsible for the efficient, accurate, complete and timely preparation of clientsâ tax returns.
Efficiently delegates work to the various tax staff, as necessary.
Serve as the primary engagement manager and manages projects to ensure that the client is presented with technically-accurate and a high-quality product representative of the firmâs commitment to excellent client service.
Build client relationships, demonstrate knowledge of client business, and work closely with clients to advise on tax issues and planning.
Respond to tax authorities on behalf of client and assist with tax audits.
Performs all tasks related to client services within budgeted time.
Demonstrate competency in technical skills, work quality and application of professional and firm standards.
Mentor, supervise and train tax staff and seniors through guidance and coaching.
Assist with employee training for new hires and ongoing employee training.

Qualifications

Knowledge and Skill Requirements

CPA Certification required.
Good oral and written communication.
Good time management and organizational skills.
Proficiency in Microsoft Office, ProSystem fx Tax, Engagement and QuickBooks.
Education and Work Experience
CPA Certification required.
Bachelorâs degree in accounting (or similar course work) required.
Minimum of six years of experience preparing all types of tax returns with a public CPA firm or private company.
Minimum of two years reviewing all types of tax returns and compiled financial statements with a public CPA firm or private company.

]]> Fri, 20 Dec 2019 00:00:00 PST 0 <![CDATA[Tax Staff Accountant - Tax Senior Accountant]]> Experienced Tax Staff Accountant

Job Description:

We are a boutique tax compliance and consulting firm located in Irvine that specializes in real estate taxation. Our clients include real estate operators, developers, and investors in multi-family, commercial, retail, and office properties. We offer our clients expertise not commonly found within our profession outside of the Big Four firms and we take pride in our ability to offer that expertise while maintaining the highest level of responsiveness and cost efficiency.

We have a career opportunity for an Experienced Tax Staff. An Experienced Tax Staff is responsible for organizing and preparing a broad spectrum of tax returns including high net worth individuals, partnerships, and corporations. Tax preparation, planning, and research are performed with direct support from supervisors. Ongoing career development and training are provided as a staff progresses in their position.

Responsibilities:

Exhibit a high level of attention to detail throughout the tax preparation process
Exhibit an ability to communicate effectively with staff and supervisors (both verbal and written)
Organize and prepare tax returns for high net worth individuals, partnerships, and corporations
Prepare and deliver timely a high quality work product
Provide support for and participate in tax planning and tax research for complex tax issues

Qualifications:

Bachelorâs degree in Accounting, Finance, or related field
CPA license preferred or on track to pass CPA exam within one year from hire date
Must have MINIMUM of 1 year of recent experience at PUBLIC accounting firm in tax related position
Experience in real estate taxation and partnership allocations a plus
Experience preparing returns for high net worth individuals, partnerships, and corporations preferred
Experience with tax research databases CCH and RIA
Experience with Prosystem tax compliance software including Planner, Tax and Trial Balance, or comparable programs
Strong organizational, writing, and verbal communication skills
Our firm offers a comprehensive healthcare benefits program, including a 401K retirement savings plan, to all eligible full-time employees and a pleasant work environment.

To be considered for this position, you must submit a resume and cover letter that includes your salary history, work history, education (including GPA) and three references.

NOTE: Submitting your resume for consideration, does not constitute application for employment.
]]> Wed, 18 Dec 2019 00:00:00 PST 0 <![CDATA[Tax Manager - Tax Director]]> Tax Manager/Tax Director Public Accounting

Seeking an experienced Tax Manager/Director to join our team. We desire someone who is looking for a long-term career move to a firm that espouses family values, flexibility, as well as professional growth. Your focus will initially be on tax planning, financial planning and tax compliance for closely held businesses and their owners, as well as high net worth individuals outside of the closely held business arena. Longer term, you will be given the flexibility to grow and develop into other areas in which you are gifted.

Tax Manager/Director essential duties and responsibilities will include:

- Serving as the firmâs primary liaison with clients

- Supervising staff accountants

- Delegating, reviewing and signing of individual, corporate, partnership, fiduciary and gift tax returns

- Quarterly tax planning for both individuals and businesses

- Delegating and reviewing Business Property Statement Returns

- Other miscellaneous client projects

Candidates must be willing to work overtime during busy seasons.

Qualifications to become a Team Member

- A CPA licensed by the state of California

- A team spirit, willing to lend a helping hand to team members and clients

- Undergraduate or graduate degree in accounting, taxation or equivalent

- A proven track record of success

- At least seven years of experience in public accounting
]]> Wed, 04 Dec 2019 00:00:00 PST 0 <![CDATA[Executive Recruiter - Accounting / Finance - Los Angeles]]> EXECUTIVE RECRUITER - ACCOUNTING / FINANCE

Company Description

Regal Executive Search is seeking an experienced Finance / Accounting Recruiter.

The Finance / Accounting Recruiter will be responsible for the successful placement of accounting and finance professionals and executives with client companies, and must be experienced in the field, with the desire to network and build relationships with prospects, clients and candidates at the local and regional level.

The successful candidate must thrive on the “thrill of the hunt” for new business, with a proven track record of success developing revenue through a consultative approach, and where compensation will tie directly to successful performance.

Responsibilities

Direct & manage full cycle recruiting efforts including talent sourcing, candidate evaluation & screening, interview process, offer negotiations, close process & new hire on boarding
Daily Interaction with C Level and other Business Leaders
Heavy Telephone production
Explore Social Media Business channels
Direct Sourcing and Recruiting of Candidates
Consult with Accounting and Finance candidates to best represent their Career Goals & Interests
Consult with hiring managers to determine their talent staffing needs
Conduct interview screening process following firm guidelines & legal

Requirements Qualifications

Minimum 2 years of recruiting experience required within the accounting & finance space
BA/BS degree required
Demonstrate strong relationship recruiting skills & ability to cultivate diverse candidate pool within the accounting & finance space
Recruiting expertise within the accounting & finance space with mid to high level candidates ranging from Accounting Manager to CFO and Partner level
Established network of business or finance and accounting clients required.
Ability to execute a successful sourcing strategy & maintain strong professional network as a recruiter
Demonstrate a full range of sourcing techniques including internet sourcing, networking, job boards, referrals & personal network
Outstanding communication & interpersonal skills
Ability to work independently & autonomously yet within the boundaries of a remote corporate environment
Proven track record of recruiting or, alternatively, a strong sales background.
Proficient with Microsoft Office tools including Word, Outlook & Excel
Expertise with databases & applicant tracking systems (Bullhorn)

Additional Information

All your information will be kept confidential according to EEO guidelines
]]> Mon, 02 Dec 2019 00:00:00 PST 0 <![CDATA[Tax Manager - Wealth Management]]> Tax Manager â Wealth Management

What we are looking for â

As a member of the Tax Services Team, the Tax Manager is primarily responsible for the administration and delivery of U.S. (federal and state) income, gift, and estate tax services to our clients. This person will work closely with our Wealth Management Directors in managing client relationships and the development of our Associates. This position will be responsible for the supervision, training, and mentoring of Tax Services Associates. Occasional travel and periodic after-hours work will be required.

You will â

- Prepare and review (individual, fiduciary, partnership, S-Corporation, non-profit, and C-corporation) income tax, gift and estate tax work papers and returns and projections and estimated tax payment vouchers
- Work with clients (by telephone, written correspondence, and/or face to face meetings) as well as Wealth Managers as needed
- Supervise, evaluate and mentor members of the department
- Manage Tax Services Department responsibilities (project management and monitoring, e-filing, tax software, tracking of work flow, creating and maintaining templates, mailing of returns, scanning of documents, etc.)
- Perform other professional and administrative duties as assigned

We are looking for â

- Bachelorâs degree in accounting, finance, or business
- CPA, Masters in Taxation, LLM in Taxations, or JD
- Five to seven years of progressive tax compliance and/or tax consulting experience; experience in public accounting
- Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
- Previous tax return review experience
- Team Player attitude
- Strong leadership, recruiting, training and mentoring skills
- Good organization skills

- Strong computer skills including proficiency in Microsoft Office Suite, Go-System Tax RS, Planner CS, RIA Checkpoint, and UltraTax CS

- Ability to work additional hours as needed and travel to various client sites

We offer â

- Collaborative fun environment
- Commuter benefit up to $265 monthly
- Generous 401(k) match

- Individual and cash profit sharing bonuses
- Generous company contribution to medical benefits
- Summer âGive Back to the Communityâ outings
- Catered weekly lunch and healthy snacks
- Fully paid company retreats
]]> Thu, 21 Nov 2019 00:00:00 PST 0 <![CDATA[Audit Manager]]> Audit Manager

Responsibilities

Correctly performs most routine audit, review and compilation engagement procedures in a timely and professional manner
Understand client service relationships and how to utilize firm resources to provide unmatched client service to existing clients
Proficiently use technology tools in regular assignments and demonstrate commitment to improving work processes through use of technology
Demonstrates ability to recognize problems and propose sensible solutions, with appropriate balance between clientsâ needs and the firmâs risk
Meets assigned deadlines or budgets and provides advance warning of variances
Assist in managing, developing and coaching professional staff
Balances assigned workload between self and staff
Provides staff with timely performance feedback

Qualifications

Required Skills:

Excellent organizational and interpersonal skills
Strong verbal and written communication skills
Ability to prioritize and work independently in a fast-paced environment
Ability to relate well to people of diverse backgrounds and experience levels
Excellent client relationship and time management skills
Strong computer skills, including proficiency with Microsoft Word and Excel
Knowledge of current audit and accounting concepts
Experience with full cost and successful efforts accounting for oil and gas properties

Required Experience:

7+ years of public accounting audit experience required
Current CPA license
Bachelorâs or Masterâs degree in accounting
Ability to travel up to 10-20%

]]> Thu, 21 Nov 2019 00:00:00 PST 0 <![CDATA[Tax Senior - Tax Supervisor]]> Tax Senior - Tax Supervisor CPA

Wealth management advisory firm serving predominately high net worth individuals.

We are seeking an Tax Senior CPA for our Torrance, CA office. The Tax Senior CPA is responsible for tax services provided to clients such as federal and state tax preparation, tax projections and analysis. This position may involve client facing activities providing comprehensive tax services to existing clients, assisting our advisors and financial planning team with strategic tax planning.

Duties and Responsibilities

·Participate in internal strategy discussions for clients, collaborate with advisor teams and planning departments to address tax services objectives.

·Prepare tax returns, dealing with state taxing authorities tax research projects and department projects.

·Prepare tax projections, net worth,cash flow, investment planning, insurance summaries and investment and other tools for use in wealth planning engagements.

·Assist in firm wide initiatives developing tax services, building firm relationships, supporting business development and client retention activities.

·Participate in firm marketing initiatives, including client and prospective client seminars, writing articles and blogs, and other activities.

·Perform additional functions, duties and specific tasks of a similar nature as necessary in order to achieve the firms business development and client retention objectives.

·Adhere to all company policies and procedures and perform business functions with focus on consistency, quality,and compliance

Qualifications

·Working knowledge of tax preparation; preferably 3+ years of experience working with fiduciary, partnership, corporate, and individual taxation

·Licensed: Certified Public Accountant

·Other credentials: JD, Master of Taxation or CFP not required, but a plus.

·Proficient with tax preparation software such as Ultra Tax, Profx or Go Systems

·Proficient with tax research using either Checkpoint, CCH or Bloomberg Tax

·Proficient with tax planning software such as BNA or Income Planner CS

·Proficient with Windows and Microsoft Office

·Excellent written and oral communication skills

·Extremely detail oriented, exceptional follow through, reliable

·Ability to maintain positive attitude, self-motivated, ethically sound judgement

·Strong interpersonal skills, ability to work well with all levels of the firm, team player

·Ability to work independently and exercise discretion without direct and immediate supervision
]]> Tue, 19 Nov 2019 00:00:00 PST 0 <![CDATA[Manager - Tax Services (Wealth Management)]]> Manager â Tax Services

What we are looking for â

As a member of the Tax Services Team, the Tax Manager is primarily responsible for the administration and delivery of U.S. (federal and state) income, gift, and estate tax services to our clients.

This person will work closely with our Wealth Management Directors in managing client relationships and the development of our Associates.

This position will be responsible for the supervision, training, and mentoring of Tax Services Associates.

Occasional travel and periodic after-hours work will be required.

You will â

- Prepare and review (individual, fiduciary, partnership, S-Corporation, nonprofit, and C-corporation) income tax, gift and estate tax work papers and returns and projections and estimated tax payment vouchers
- Work with clients (by telephone, written correspondence, and/or face to face meetings) as well as Wealth Managers as needed
- Supervise, evaluate and mentor members of the department
- Manage Tax Services Department responsibilities (project management and monitoring, e-filing, tax software, tracking of work flow, creating and maintaining templates, mailing of returns, scanning of documents, etc.)
- Perform other professional and administrative duties as assigned

We are looking for â

- Bachelorâs degree in accounting, finance, or business
- CPA, Masterâs in Taxation, LLM in Taxations, or JD
- Five to seven years of progressive tax compliance and/or tax consultingexperience; experience in public accounting
- Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
- Previous tax return review experience
- Team Player attitude
- Strong leadership, recruiting, training and mentoring skills
- Good organization skills
- Strong computer skills including proficiency in Microsoft Office Suite, GoSystem Tax RS, Planner CS, RIA Checkpoint, and UltraTax CS
- Ability to work additional hours as needed and travel to various client sites
]]> Mon, 04 Nov 2019 00:00:00 PST 0 <![CDATA[Manager - Tax Services (Wealth Management)]]> Manager â Tax Services

What we are looking for â

As a member of the Tax Services Team, the Tax Manager is primarily responsible for the administration and delivery of U.S. (federal and state) income, gift, and estate tax services to our clients.

This person will work closely with our Wealth Management Directors in managing client relationships and the development of our Associates.

This position will be responsible for the supervision, training, and mentoring of Tax Services Associates.

Occasional travel and periodic after-hours work will be required.

You will â

- Prepare and review (individual, fiduciary, partnership, S-Corporation, nonprofit, and C-corporation) income tax, gift and estate tax work papers and returns and projections and estimated tax payment vouchers
- Work with clients (by telephone, written correspondence, and/or face to face meetings) as well as Wealth Managers as needed
- Supervise, evaluate and mentor members of the department
- Manage Tax Services Department responsibilities (project management and monitoring, e-filing, tax software, tracking of work flow, creating and maintaining templates, mailing of returns, scanning of documents, etc.)
- Perform other professional and administrative duties as assigned

We are looking for â

- Bachelorâs degree in accounting, finance, or business
- CPA, Masterâs in Taxation, LLM in Taxations, or JD
- Five to seven years of progressive tax compliance and/or tax consultingexperience; experience in public accounting
- Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
- Previous tax return review experience
- Team Player attitude
- Strong leadership, recruiting, training and mentoring skills
- Good organization skills
- Strong computer skills including proficiency in Microsoft Office Suite, GoSystem Tax RS, Planner CS, RIA Checkpoint, and UltraTax CS
- Ability to work additional hours as needed and travel to various client site
]]> Mon, 04 Nov 2019 00:00:00 PST 0 <![CDATA[Manager - Tax Services (Wealth Management)]]> Manager â Tax Services

Department: Family Office Services

What we are looking for â

As a member of the Tax Services Team, the Tax Manager is primarily responsible for the administration and delivery of U.S. (federal and state) income, gift, and estate tax services to our clients.

This person will work closely with our Wealth Management Directors in managing client relationships and the development of our Associates.

This position will be responsible for the supervision, training, and mentoring of Tax Services Associates.

Occasional travel and periodic after-hours work will be required.

You will â

- Prepare and review (individual, fiduciary, partnership, S-Corporation, nonprofit, and C-corporation) income tax, gift and estate tax work papers and returns and projections and estimated tax payment vouchers
- Work with clients (by telephone, written correspondence, and/or face to face meetings) as well as Wealth Managers as needed
- Supervise, evaluate and mentor members of the department
- Manage Tax Services Department responsibilities (project management and monitoring, e-filing, tax software, tracking of work flow, creating and maintaining templates, mailing of returns, scanning of documents, etc.)
- Perform other professional and administrative duties as assigned

We are looking for â

- Bachelorâs degree in accounting, finance, or business
- CPA, Masterâs in Taxation, LLM in Taxations, or JD
- Five to seven years of progressive tax compliance and/or tax consultingexperience; experience in public accounting
- Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
- Previous tax return review experience
- Team Player attitude
- Strong leadership, recruiting, training and mentoring skills
- Good organization skills
- Strong computer skills including proficiency in Microsoft Office Suite, GoSystem Tax RS, Planner CS, RIA Checkpoint, and UltraTax CS
- Ability to work additional hours as needed and travel to various client sites
]]> Mon, 04 Nov 2019 00:00:00 PST 0 <![CDATA[Experienced Tax Senior - Tax Manager]]> Experienced Tax Senior - Tax Manager

SUMMARY/OBJECTIVES

The Senior Tax Associate is responsible for performing complex tax preparation, tax research, and tax planning with minimal supervision. This position also provides work direction and technical guidance to less experienced team members. The Senior Associate will have direct contact with clients to resolve minor tax matters and coordinate tax compliance. Team members in this role are in charge of tax compliance and perform tax planning under direct supervision.

ESSENTIAL FUNCTIONS

• Master core competencies for level of experience.

• Maintain accurate project information.

• Prepare complex tax returns.

• Review tax compliance work of associate-level team members.

• Perform tax research.

• Review tax information supplied by client; may meet with or call client with questions as directed by engagement team manager / partner.

• Recognize, anticipate, and resolve tax issues; make recommendations.

• Assist in federal and state audits.

• Market firm services to existing and prospective clients.

• Train, mentor and provide work direction to tax associates

• Meet productivity and efficiency standards (billable hours and recovery).

TECHNICAL SKILL DEVELOPMENT / REQUIREMENTS

• Stay current on changes within the profession and business environment.

• Demonstrate mastery of tax research and documentation methodologies.

• Maintain required level of technical knowledge.

• Demonstrate ability to apply new technical concepts to current client assignments.

COMPETENCIES

• Analytical â Synthesize complex and diverse information; collect and research data; able to use intuition and experience to complement and explain data; designs work flows and procedures.

• Problem Solving â Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses objective reasoning even when dealing with emotional topics.

• Technical skills â able to assess own strengths and weaknesses; pursues training and development opportunities; strives to continuously build knowledge and skills; shares expertise with others.

• Judgment â Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decision; includes appropriate people in decision-making process; makes timely decisions.

• Professionalism â Approaches others in a tactful manner; reacts well under pressure; treats others with respect and consideration regardless of their status or position; accepts responsibility for own actions; follows through on commitments.

• Dependability â Follows instructions, responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work when necessary to reach goals; completes tasks on time or notifies appropriate person with an alternate plan.

• Quality â Demonstrates accuracy and thoroughness; looks for ways to improve and promote quality; applies feedback to improve performance; monitors own work to ensure quality.

• Initiative â Volunteers readily; undertakes self-development activities; seeks increased responsibilities; takes independent actions and calculated risks; looks for and takes advantage of opportunities; asks for and offers help when needed.

REQUIRED QUALITIES

• Dedicated to providing personalized attention and service.

• Accountable.

• Proactive and strategic solution provider.

• Relationship builder.

• Collaborative.

• Trustworthy.

REQUIRED EDUCATION AND EXPERIENCE

Individuals at this level generally have a Bachelors degree in accounting or related field and three or more years of experience in federal and state income tax preparation.

In addition, the successfull candidate will have:

• A Bachelorâs degree in accounting or business related field, must have completed credits / coursework as outlined by California Board of Accountancyâs requirements for licensure.

• CPA certification or actively pursuing certification.

• Three or more years of tax experience with at least one year of mid-level compliance work.

• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures and government regulations.

• Ability to compose reports and business correspondence.

• Ability to effectively present information and respond to questions from colleagues and clients when necessary.

ADDITIONAL ELIGIBILITY QUALIFICATIONS

None required for this position.

OTHER DUTIES

Please note this job description is not intended be a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

USE OF EQUIPMENT

Includes, but is not limited to: computer, standard office software, specific accounting software, scanner, and various technology and equipment.

POSITION INTERACTS WITH

The Senior Tax Associate will have daily contact with Tax Associates, Tax Managers, other members of the professional and administrative staff, and Partners. Direct interaction with clients will be required on a regular basis.

Courtesy and respect toward clients and members of the team are expected and required at all times.

PHYSICAL REQUIREMENTS OF THE POSITION

The key physical requirements of this position include the ability to travel from time to time; lift up to 30 pounds; use of standard office equipment, including personal computers; and movement within a standard office, sometimes with stairs.

WORKING CONDITIONS / TRAVEL

Typical workweek is 40-50 hours. Position requires additional hours when necessary to complete special projects and various engagements. Position also requires additional work hours during busy season. Tax busy seasons are typically February 15 to April 15 and August 15 to October 15.

Travel is minimal and is usually restricted to same day with overnight requirements very infrequently. This is a full time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m.

Some flexibility in hours is available. All Employees must be available during Firmâs primary operating hours of 8:30 a.m. to 4:30 p.m. and must work 40.0 hours each week to maintain full time status.

ADHERENCE TO FIRM POLICIES

Employees are expected to adhere to the Firmâs policies and procedures at all times.
]]> Thu, 31 Oct 2019 00:00:00 PDT 0 <![CDATA[Forensic Accountant]]> Forensic Accountant

Experienced Forensic Economist/Forensic Accountant

Seeking a full-time Forensic Accountant that is interested in working and growing within our Commercial Litigation Group, primarily assisting with intellectual property matters.

This position works closely with senior staff members and the experts, and requires strong analytical skills, clear written and oral communication, and attention to detail. Our assignments can be fast-paced and deadline driven, requiring quick thinking and dedication to producing excellent work product.

The ideal candidate will have:

A strong academic record in economics, finance, accounting or related fields;
Exceptional analytical and critical-thinking abilities;
Substantial experience and comfort with advanced excel modeling;
Effective oral and written communication skills;
Organization, accuracy and attention to detail;
Excellent interpersonal skills;
Ability to work independently and collaboratively; and be
Pro-active, self-motivated, intellectually curious and dependable.

Responsibilities will include, but are not limited to:

Perform detailed fact-finding, research, and analysis.
Review and synthesize data from produced materials including depositions and company documents.
Develop financial models through the use of Excel, Access, and other analytical software.
Perform lost profits, reasonable royalty and other analysis related to the valuation of Intellectual Property.
Prepare reports, written analysis, communications and presentations based upon findings.
Create graphical representations of analysis including use of PowerPoint or similar software.

Experience:

Must possess at least 3 years of experience in finance, economics or accounting.

]]> Wed, 30 Oct 2019 00:00:00 PDT 0 <![CDATA[Senior Tax Manager]]> Senior Tax Manager

Summary of Responsibilities:

The Senior Manager is responsible for the efficient, accurate, complete, and timely preparation of all clients? tax returns. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required. The Senior Manager has mastered the skills and requirements of the Manager role and has been identified as possessing the pre-requisite for future growth in the Firm. The Senior Manager makes decisions on all but the most unusual tax situations.

Essential Functions:
Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
Serves as a subject matter expert in discipline or industry.
Demonstrates excellence in most advanced technical skills.
Performs all task related to client service and sees that assignments are accomplished within budgeted time.
Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary.
Delegates and manages tax research projects to achieve an accurate and efficient product.
Participates actively in client meetings and tax planning efforts to assist the A&A Department with larger clients.
Acts as a resource for tax preparers/specialists and A&A staff on specific tax issues and/or questions.
Assumes tax preparation responsibility for the more complex business returns.
Assumes client service responsibility for clients the Tax Manager works directly with or clients where the responsibility is delegated from the Partner.
Communicates to the appropriate firm personnel important tax and tax developments affecting the firms? clients.
Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities.
Maintains familiarity with qualifications of all tax staff members; reviews staff assignments for appropriateness.
Supervises tax staff and provides on-the-job training.
Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, development training aids, and acting as an instructor in professional development programs.
Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients? tax returns.
Accurate and timely billing and collection processes are made.
Possesses a complete knowledge of the firms? philosophy and its opinions on tax matters.
Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.

Nonessential Functions:
Prepares other reports and projects as requested from time to time by the partners.
Researches and evaluates tax preparation and tax research software for recommendation to partners.
Participates in firm practice development efforts through involvement with referral sources, community and industry activities.
Promotes the most efficient operations of the Firm and supports compliance guidelines in managing others.
Performs such other duties as may be assigned.

Knowledge, Skills and Abilities:
Demonstrated knowledge of current tax laws.
Proficiency in use of computer tax preparation, tax research, and tax planning software programs.
Ability to organize work and projects, prioritize and meet deadlines. Ability to complete work in an efficient and accurate manner.
Ability to reason and effectively multi-task.
Ability to operate a computer and calculator.

Supervisory Responsibilities:
Responsible for the development, coaching and training of senior, semi-seniors and staff accountants.
Must be familiar with the qualifications of all Tax staff members for the development and instruction of their training needs.
Participates in reviews and evaluations of the tax department.

Working Conditions:
Occasional same day travel for work at clients? offices, meetings, and seminars using a personal vehicle.
Occasional out-of-town travel with overnight stay for work at clients, meetings, or seminars using a personal vehicle.
Occasional overtime work required throughout the year. Heavy overtime work required from January 1 to April 15, may be in excess of 55 hours per week.
Minimal Hazards. General office working conditions.

Minimum Qualifications:
Seven to ten years experience in public accounting, demonstrating a proven progression in tax complexity, scope, and research.
At least two (2) years experience representing clients before taxing authorities.
Minimum one (1) year experience supervising and directing work of tax preparers.
Bachelor?s degree in accounting required, Master?s degree in taxation preferred.
Minimum of forty hours of continuing education is required each year to maintain and develop technical and business skills.
A current and valid certified public accountant?s license is required.
Must be a member in good standing with the American Institute of CPAs.
Must have a valid driver?s license.

Success Factors:
Participates in career development program to improve managerial, communication, and interpersonal skills.
Outstanding oral and written communication skills,
Excellent interpersonal skills
Respects and embraces diversity; looks to build a One-Firm team spirit among staff.
This job description does not list all the duties of the job. You may be asked by Partners or peers to perform, or assist in performing, other instructions and duties. You will be evaluated in part based upon your performance of the tasks listed in this job description. Management has the right to revise this job description at any time. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.
]]> Wed, 30 Oct 2019 00:00:00 PDT 0 <![CDATA[Investment Advisor Associate:]]> Investment Advisor Associate:

We are looking for Registered Investment Advisor support that will provide wealth management and investment services for our diverse clients. You will assess financial goals, advise clients and make product recommendations that best suit risk profile and investment objective. The advisor may also assist with general office operations.

Responsibilities

You will meet with new clients and existing clients to handle and manage their investment accounts.
Review and analyze investment portfolios, variable, fixed and indexed annuities, and insurance policies, making suitable product recommendations for clients
Trading and re-balancing of client portfolios as needed
Create and and monitor investment portfolio models and update as needed
Communicate with clients, providing services in account management, technical support, and problem solving
Prepare reports and other materials for client and/or prospect meetings using the latest investment softwares
Implementation of securities trading
Acquire and demonstrate knowledge of and adherence to regulation of securities, investments and investment products, securities markets, and financial planning
Carry out and provide research and analysis in detailed, consistent, and timely fashion, consistently verifying accuracy and quality of work
Prepare correspondence, spreadsheets, and presentation materials for client meetings and communication
Prepare client meetings for lead advisors and anticipate needs in advance of meetings
Attend training and demonstrate knowledge and skills to identify current trends that enhance team members and the organization

Training and/or delegating tasks to other support positions
May also assist during tax season by preparing returns and/or perform special project as assigned

Desired Skills and Experience:

College degree in Business, Finance, or related field

5 years of experience in similar position

Job Types: Full-time, Part-time

Education:

Bachelor's (Preferred)

]]> Tue, 29 Oct 2019 00:00:00 PDT 0 <![CDATA[Senior Tax Manager]]> Tax Senior Manager
Company Overview

Ranked nationally as a Top 40 accounting and advisory firm

More than 600 highly qualified employees serve domestic and international clients across a broad range of industries and practices from our offices across the country. We offer a complete portfolio of services including assurance, tax and accounting, advisory, private client wealth, and technology consulting. We are known for our expertise, reputation, hands-on service to our clients, and commitment to our community.

Our Culture

As a firm we work hard but also know how to play hard too! We attend sporting events which include baseball, basketball, football, and hockey for our local teams. In addition, we get together for "Happy Hour" (it's more than just an hour) throughout the year.

We believe in developing and mentoring our employees as for selfish reasons, we want you to stay! Therefore, we invest in you by tapping into your growth potential. Sky's the limit here!

Position Summary

As a Tax Senior Manager, you will be responsible for identifying and implementing tax planning. You will also be responsible for the compliance function on clients including supervising the preparation and technical review of corporate, partnership and personal income tax returns.

Responsibilities

Identify and implement tax planning and consulting opportunities.
Prepare and review the client tax calculations.
Review tax returns, extensions and estimate tax payments.
Understand client tax accrual positions and deferred income tax accounting.
Maintain good working relationships with clients to enhance customer satisfaction and work with client management and staff at all levels to perform tax services.
Responsible for supervising and mentoring seniors and displaying innovative leadership.
Identify and assist with implementation of tax planning and tax savings strategies.
Research and consult on complex tax matters.

Qualifications and Requirements

Bachelorâs or Masterâs degrees in Accounting, Finance or related fields
CPA required
Five+ years of progressive experience in public accounting
Demonstrated effective verbal and written communication skills
Strong judgment, problem-solving, and decision-making abilities
Ability to work independently and manage multiple assignments in a fast-paced environment
Experience in working with flow through entities and high net worth individuals
Work additional hours as needed and travel to various client sites

]]> Fri, 27 Sep 2019 00:00:00 PDT 0 <![CDATA[Tax Senior Reviewer]]> Tax Senior Reviewer

Overview

With a rich 40-year history in the areas of financial planning, education and investment services, we develop and assist in implementing holistic financial solutions to help our clients achieve their goals.

We believe in the power of human relationships to drive action, and a career with us offers an opportunity to be part of this unique culture of client service.

We invest in our associates, care about professional development, and believe in creating many paths of opportunity.

Through our supportive, diverse and innovative environment, we are committed to the success of our associates.

Responsibilities

• Prepare or review (depending upon experience) complex federal and state returns
• Perform research
• Provide technical advice and support to associates on a variety of tax related issues

Qualifications

• Bachelorâs degree with a concentration in Accounting with CPA, EA, or Masters in Taxation preferred
• Five years of tax-preparation/review experience required
• Proficient knowledge of investment and hedge fund partnership taxation a plus
• Understanding of FBAR reporting, PFIC reporting, and other foreign jurisdiction reporting a plus
]]> Wed, 25 Sep 2019 00:00:00 PDT 0 <![CDATA[Senior Staff Accountant]]> SENIOR ACCOUNTANT

JOB SUMMARY:

Looking for a talented Senior Accountant to join their fun, hard-working team of results-driven, creative and collaborative people!

Reporting into the CFO, the Senior Accountant will be responsible for executing month end and year-end financial close efforts and preparing complete and accurate accounting records for all major balance sheet accounts and operating expenses

THE RESPONSIBILITIES:

• Experience with banking compliance (reporting receivables, inventory levels, bank certificates, etc.)
• Perform month-end close activities by preparing account reconciliations and supporting schedules, including accruals, account reconciliations, intercompany reporting and balancing across companies and financial statement development: balance sheet, income statement and cash flow report preparation.
• Ensure all reconciliations are completed in a timely and accurate manner and that all known and unknown reconciling items are handled in accordance with the Company account reconciliation policy.
• Manage the financial input into the Financial Reporting system and ensure proper controls and procedures exist related to this system to ensure reporting of accurate and timely financial data.
• Analyze results, perform monthly variance analysis and prepare reports of actual results versus budget results to Accounting / Finance team.
• Ensure financial statements and financial accounting practices are in compliance with GAAP.
• Guide best practices in reporting, accounting and internal controls.
• Work synonymously with the Accounting team to ensure that all financial information and schedules are accurate and prepared timely to support the continued growth of the Company.
• Partner with the CFO / Controller to develop and improve accounting policies, procedures, and controls.
• Engage and partner with other accounting/finance team members as well as other departments as needed to resolve accounting questions and issues quickly.
• Support external auditors and other vendor requests for information.

Complete special projects as assigned by the Accounting / Finance Team.

THE SKILLS:

• Bachelor's degree in Finance or Accounting required, CPA certification a huge plus.
• 4 or more years of experience in Accounting or Finance related areas, including supervisory experience.
• Working knowledge of GAAP and a thorough theoretical understanding of Accounting and Finance.
• Excellent PC skills including Excel and Word; Large ERP experience a plus.
• Excellent analytical skills - conceptual thinker, inquisitive problem solver, attention to detail.
• Experience working with multiple business units within a company.
• Excellent communication and interpersonal skills.
• Strong understanding of financial systems and financial data flows.
• Deadline and detail-oriented
• Organized and able to thrive in a fast-paced, dynamic environment

]]> Fri, 20 Sep 2019 00:00:00 PDT 0 <![CDATA[ Senior Tax Manager - Tax Director]]> Senior Tax Manager - Tax Director

Overview

The Tax Manager or Senior Tax Manager will lead and manage multiple tax engagements to deliver quality income tax services for our diverse client base. This individual will be responsible for advising clients on the tax implications of their business objectives, evaluating and selecting actions to lessen the tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. The Senior Tax Manager - Tax Director should be comfortable with tax compliance on individual, corporate and partnership returns.

Essential Duties

Build new and existing client relationships and demonstrate basic knowledge of clientâs businesses.
Work closely with Tax Partners to satisfy the needs with planning compliance.
Understand and manage firm risk on tax services performed.
Review and prepare federal and state income tax returns for individuals, corporations and partnerships.
Prepare research memoranda, written correspondence/guidance, and other documents.
Train and supervise staff along with reviewing and evaluating their work.
Manage multiple clients, budgets and production goals.
Manage tax audits.

Specific Technical Expertise

Strong technical skills in the following partnership issues: tax basis; liability allocation; IRC Section 754 elections; disguised sales; ramification of distributions to the partnership and partners; special allocations pursuant to IRC Section 704( c); partner outside tax basis.
Tax planning for stock/asset acquisitions and sales.
Strong technical skills for the following corporation issues: IRC section 351 contributions; IRC section 301 and 302 shareholder distributions; liquidations and tax-free reorganizations; E&P studies; IRC 382 limitations.
Familiarity of inbound and outbound international tax issues including US income tax treaties.
Strong business entity state & local income tax knowledge which includes, business apportionment calculations; treatment of business and non-business income; nexus rules including the economic nexus.
Strong technical skills relating to high net worth individuals from an income and gift tax perspective.
Familiarity with estate and trust tax issues.

Qualifications

Bachelorâs degree in Accounting or related field required; Master of Tax preferred.
A CPA, JD, or CFP or other related experience or certification relevant to an area of specialization.
6+ years experience in public accounting firm or related experience.
Proficient with individual, corporate and partnership taxation.
Strong accounting and analytical skills.
Excellent interpersonal, oral and written communication skills.
Experience as a team leader; supervising and training teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback.
Should have some understanding with risks associated with technical tax positions and be able to communicate these risks to the partner.
]]> Fri, 20 Sep 2019 00:00:00 PDT 0 <![CDATA[Financial Analysis Manager]]> Business Development and Financial Analysis Manager

Job Summary:

The Business Development and Financial Analysis Manager is a critical role supporting 2 companies in the group.

The position reports directly to the CFO and provides business development and financial support to the operating teams at both companies. This position requires the employee to possess a high level of professional maturity and be poised to handle a fast paced yet casual environment. This position will work closely with operating executives and their teams in developing project budgets and client proposals by project by researching optimal revenue and cost models. In addition, the role will periodically report on actual company and project performance to budgets. Exceptional communication, analytical and organizational skills required with proficiency in Excel and other Microsoft Office software. Operating with a positive can-do attitude is a must.

Responsibilities include but are not limited to:

Work directly with company leadership and parent company throughout all phases of business development and financial analysis activities
Perform company, industry, market and competitor research and due diligence synthesizing relevant information
Use research and financial analysis to draft executive summaries, information memorandums and other operational / marketing documents
Prepare weekly dashboards of all companiesâ cash balances, spend to date and periodically update cash flow projections and outstanding loan agreements / balances
Support development, due diligence and preparation of client presentations and offer general client service and team support for client meetings
Build and maintain pro forma financial statement and modeling analysis
Draft situation analyses, pitch materials, information memoranda, management presentations and term sheets in support of client proposals
Work with outsourced accounting firm to ensure revenues and expenses are categorized per project
Work with operations leadership to establish budgets by project and provide variance explanations to actual project revenues and expenses
Contribute to the development and communication of proposals and advice to current and prospective clients that conveys a compelling value proposition to clients
Ensure quality of financial information, models and deliverables by having strong attention to detail
Build detailed financial models to evaluate performance under various operating scenarios
Manage client proposal logistics, including: update web-based deal and contact management systems, develop weekly client project status reports, administer electronic data rooms, presentation binding, and so forth
Serve as the finance project manager on teams; help to manage the deal process from origination to execution
Involved in both corporate finance and business development activities
Develop annual operating plan and long-term projections with leadership and periodic forecasts of operations and projects
Support presentation of month financials overall and by project to senior leadership compared to budget and prior year

]]> Wed, 18 Sep 2019 00:00:00 PDT 0 <![CDATA[Labor & Employment Defense Senior Associate Attorney - Partner]]> Labor & Employment Senior Associate Attorney - Partner

Our Client, is seeking a Labor & Employment Senior Associate Attorney - Partner with 8+ yearsâ of labor and employment defense litigation experience to join its Irvine office.

You should have strong academic credentials and law firm experience.

Very competitive compensation package and possible relocation support offered.

Requirements:

Admitted and in good standing to the bar in California

Experience with Labor and Employment law

Minimum of 8 years defense litigation experience

Bilingual is a plus

Must have portable book of business.

The candidate must possess excellent writing, oral advocacy, communication and legal analysis skills.

Should have JD degree from an ABA accredited law school.

Excellent verbal, written, and interpersonal skills are needed.

]]> Wed, 18 Sep 2019 00:00:00 PDT 0 <![CDATA[Audit Senior or Audit Manager]]> Audit Senior Associate or Audit Manager

Currently seeking an experienced Audit Senior Associate to join our team in Santa Monica, CA. As a full-service Southern California accounting firm, we attract some of the best candidates, many of whom come here to make a lifelong career.

We are also a highly sought "environment" for seasoned professionals.

We offer a casual dress atmosphere with a first-rate compensation package.

Job Function Overview:

An Audit Senior Associate will plan and monitor large accounting engagements involving audited financial statements.

He/she will perform risk analysis in the planning and execution of audits as well as analyze and research assignments involving materiality and interrelationships of statements.

On behalf of our domestic and international clients, the Audit Senior Associate will:

• Review and analyze internal control methods and processes
• Prepare audit programs and financial statements
• Prepare management letters and develop cost-efficient financial reporting processes
• Review the work of other client service staff for accuracy and determine training and developmental needs
• Depending on the engagement, the Audit Senior Associate may supervise up to two other accountants.

Qualified Candidate Profile:

• Bachelorâs degree in Accounting, Finance, Business, or related equivalent
• 3-5 years of accounting experience for a public accounting firm
• Working knowledge of accounting practices and principles in at least one of the following industries: real estate, construction, manufacturing, automotive, retail, technology, apparel and textiles, entertainment,
importing/exporting, hospitality, and not-for-profit
• Self-starter with strong organizational, interpersonal, written, and verbal communication skills who can interact with all levels of the organization, both internally and externally
• Integrity within a professional environment and a dedication to teamwork and leadership
• SEC experience and or ability to speak Mandarin a plus
• CPA certification or in progress is a plus.

Benefits:

We have assembled a competitive compensation package to reward our employees for their efforts, commitment, and expertise which includes:

• Medical, dental, vision, life, and disability insurance
• Generous personal days off and paid holidays
• 401(k) and other benefit plans
• Paid training opportunities and continuing professional education
• Reimbursement for CPA review courses
• Reimbursement for professional membership fees
• Rideshare reimbursement
• Casual dress office
]]> Tue, 17 Sep 2019 00:00:00 PDT 0 <![CDATA[Senior Manager, Tax]]> Senior Manager, Tax

Job Summary

The Senior Manager, Tax is responsible for overseeing and managing elements of the Companyâs Tax Accounting processes and procedures. Responsible for the timely and accurate preparation and reporting of financial information and ensuring that information adheres to GAAP and internal company policies. Responsibilities may include: developing tax accounting policies, procedures and controls; utilizing tax and accounting systems to automate and improve process efficiencies; interacting with personnel in varying disciplines of the enterprise including, but not limited to, FP and A, Accounting, Treasury, Finance as well as other Tax professionals; interaction with the Companyâs external audit firm.

Job Responsibilities

Responsible for accuracy of income tax elements of the Companyâs financial statements and management reports. Works in partnership with business and accounting management to meet tax accounting needs of the business.
Manages elements of the Companyâs tax accounting activities, relative to both GAAP and adjusted earnings. Develops and implements tax accounting policies and ensures those policies are communicated across the organization. Ensures tax aspects of the Companyâs financial statements are prepared in accordance with its tax accounting policies.
Reviews tax accounting results. Prepares management reports and presents results to Senior Management.
Proposes recommendations for changes and improvements to tax accounting processes and procedures. Drives and partners with cross-functional teams to develop and implement approved changes.
Prepares and/or reviews reports supporting external audits. Works with external audit firm.
Partners with various disciplines within the organization. Examples include, but are not limited to: FP and A (tax rate budgeting and forecasting and analysis of actual results to budget); Accounting (external financial reporting, statutory audit support); Treasury (indefinite reinvestment assertion); Finance (tax effects of transactional planning and operational changes); and other tax professionals (e.g., estimating current year book-tax differences, return to provision comparisons and tax accounting related to tax planning).
Work with other Tax department members on documenting and quantifying uncertain tax positions.
Assist other Tax and FP and A personnel with forecasting the impact to the Companyâs effective tax rate for the impact of tax planning matters and other business (operational) transactions.
Manage the Companyâs accounting for income tax related S-Ox internal controls. Work will involve interaction with both the Companyâs internal controls team as well as its attest firm.
Mentors, coaches, and develops employees, building morale and motivation.

]]> Sat, 14 Sep 2019 00:00:00 PDT 0 <![CDATA[Audit Manager - Chinese Mandarin Speaking]]> Audit Manager - Chinese Mandarin Speaking

We seek a self-motivated professional with a genuine desire to embrace this challenging career opportunity to work in a team-oriented environment while taking on a variety of assignments. Qualified individuals will have the opportunity to join our employee friendly corporate culture, which also offers excellent career growth and mobility.

The Audit Manager will be capable of accepting responsibilities for all phases of an engagement, supervising several engagements simultaneously, while providing training to less experienced staff members.

Responsibilities:

Possess a thorough understanding of GAAP (as set forth by FASB and/or GASB), other comprehensive bases of accounting, unique or specialized accounting principles and financial statement presentations, generally accepted accounting standards and common audit procedures and techniques.
Recognize significant aspects of a client's business and utilize this knowledge to serve the client.
Responsible for setting up new accounts, handling initial aspects of new engagements, and determining what work must be performed on engagements.
Review and examine, and analyze accounting records, financial statements, and other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
Develop expectations for analytical analyses based on industry standards and client data.
Plan and assign work to team members on the basis of their knowledge and capabilities, usually on multiple engagements, running concurrently.
Supervise the work through completion, while monitoring team member efficiency and a thorough understanding of the assignments and objectives.
Develop effective approaches to performing an audit, based on a solid understanding of individual client situations.
Verify the accuracy of the client organization's internal records and check for mismanagement, or fraud.
Research proficiencies include recognizing accounting or auditing issues as they arise in client situations, including possible solutions.
Advanced levels of computer proficiency to improve efficiency on assignments.

Qualifications:

Bachelor's degree with a major in Accounting. Master's in Accounting highly preferred.
CPA License required
Minimum of 6 years of relevant experience. Professional services experience preferred.
Experience with consumer products, retail and distribution, real estate and professional services.
Strong mentoring/coaching capabilities, able to guide staff members to achieve their fullest potential.
Highly organized, able to prioritize tasks, responsive and polished communication skills (verbal and written).
Proficient with business software tools such as CCH Engagement and Microsoft Office applications.
Efficiently manage full life cycle of multiple projects, including addressing higher risk audit areas.
Develop a network of potential referral sources and identify opportunities to sell additional company services.
Demonstrated ability to function at a high level in a deadline driven, time-sensitive environment.
Ability to travel 2-3 times a year for 2 weeks at a time
Fluency in Mandarin
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions, responsibilities or requirements.

We are proud to offer a competitive compensation and comprehensive benefits package including health insurance, 401k, flex spending, vacation, and paid holidays. Please send cover letter and resume

]]> Thu, 12 Sep 2019 00:00:00 PDT 0 <![CDATA[Tax Director, Private Client Services (HNWI)]]> Tax Director, Private Client Services - HNWI

Description

The firm currently has approximately 650 employees in nine U.S. locations.

This is a position for our Private Client Services Team.

Essential Duties and Responsibilities include the following.

Core Competency is the demonstrated ability to carry out the primary responsibilities of the job which should be reflected in the essential duties section of the job description.

Is experienced at performing and can direct research of accounting treatment and complex tax returns. Accounting specialists perform technical reviews of financial statements, and special projects. Accounting services specialists demonstrate the ability to review and research complex GAAP and reporting issues.
Provide feedback on performance to members within the Firmâs reporting process, monitors CPE needs and requests specialized training for staff.
Review documentation prepared/reviewed by Managers, Senior Associates and Associates and provides feedback to enhance learning and complete engagement objectives.
Responsible for assisting and actively participating in the development of departmental training, methodology and tools.
Continue to demonstrate the firmâs billing standards and meet the required billing goals set with your Direct Report Manager.
Regular contribution to firm and service line administrative functions.
Enhance client relationships through strong communication and project management skills; maintains relationships with client throughout the year and identify other service opportunities when possible.
Take lead role in preparing and delivering proposals.
Monitors engagement progress against client expectations.
Develop extensive knowledge in niche area.
Responsible for ensuring engagement staff follow up on open items and issues and that engagement deliverables are completed timely.
Proactively works on Business Development activities including internal and external marketing.
Consistent completion of tax returns, financial statements, and/or special projects.
Leadership role in directing Managers and Senior Associates in engagement planning activities that includes establishing time budgets, ensuring required documentation are completed, designing programs and identifying risks or significant matters that require further discussion with the Engagement Partner or firm specialist.
Plan multiple concurrent client engagements and projects, including scheduling, deploying of resources and exhibits effective project management.
Continually develops, mentors, and trains Associates, Senior Associates, and Managers by actively cultivating an environment that challenges, encourages, and fosters professional and personal growth.
Demonstrates the ability to plan, execute, and deliver work independently with limited or no supervision on large complex engagements.
Supervise up to 15 or more staff on multiple concurrent engagements.
Supervise progress of staff by monitoring benchmarks against engagement objectives; provide performance feedback when needed.
Perform a review of the work prepared by Associates, Senior Associates, and Managers for coverage, completeness, accuracy, and technical proficiency.
Effectively delegate tasks to facilitate professional development and efficient utilization of firm resources.
Demonstrate a comprehensive understanding of tax return and financial statement processes.
Demonstrate the ability to resolve engagement issues, consulting with the Engagement Partner and firm specialists as necessary.
Consistently take ownership of assigned engagement objectives and demonstrate the ability to plan multiple concurrent engagements while maintaining the department staff schedule.
Keep team members apprised of engagement and scheduling issues on a timely basis.
Work with your Direct Report to develop a charge goal, along with a plan to achieve and monitor your monthly and annual goal.
Work with Partner to develop an appropriate plan of professional development, professional reading, and CPE, and take responsibility to ensure that plan is achieved.
Demonstrate a comprehensive understanding of the clientâs operations, accounting systems, financial condition, and the industry in which it operates.
Establish and maintain a good working relationship and demonstrate effective communication with client personnel at appropriate levels.
Maintain appropriate professionalism in client and team interactions.
Responsible for ensuring that deliverables and workpapers produced by team members are clear, concise, well written, and in conformity with firm standards and professional requirements.
Proficient at prioritizing and managing multiple engagements within given timeframes and budget parameters, and strive for adherence.
Adhere to the Firmâs policies and procedures, Core values, demonstrate their importance to others, and provide input to management on suggested modifications to Firm policies and procedures as necessary
Be familiar with and adhere to relevant ethical requirements of the AICPA, contained in the Code of Professional Conduct.
Perform other duties as assigned.

Job Requirements:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions, unless it would cause an undue hardship. The employee or potential employee still has his or her responsibility to be able to perform the essential duties of the position.

Education and Professional Credentials:

Bachelorâs degree in Accounting or related field.
Masters degree in Accounting or related field preferred.

Skills:

Excellent written and oral communications skills.
Team orientation and strong interpersonal skills.
CPA with 5 to 8 or more years of experience in public accounting.
Experience with high networth individuals, trusts, estates or small businesses (1040s, 1041s, and 1065s) for our Private Client Services Team.
Outstanding leadership skills.
Possess technical knowledge sufficient to supervise Staff and Managers in a wide variety of industries and perform the essential duties and responsibilities of the position.
Demonstration of independent thinking and strong decision-making skills.
Proven ability to manage and develop staff.
Strong relationship management and practice development skills.
Experience with a variety of industries and all aspects of federal tax laws. Accounting Service Senior Managers will be experienced with a wide variety of industries and all aspects of GAAP and financial reporting.
Demonstrates a proven ability to attract and service new clients and expand services to existing clients.

]]> Thu, 12 Sep 2019 00:00:00 PDT 0 <![CDATA[Bookkeeper - Accounting Associate]]> Bookkeeper - Accounting Associate

Music business and financial management firm

We represent clients in all genres of music and pride ourselves in providing the highest quality of services in the industry. Our reputation is built upon the extensive experience of our owners and management team.

We're looking for an Account Assistant to join our team of talented and passionate people in our Nashville office. This is a full time, Monday through Friday position, and is the position from which we promote our future leaders.

Responsibilities Include:

Accounts Payable/Receivable
Credit Card/Road Cash/Bank Account reconciliations
Merchandise and Royalty trackers
Basic Tax Prep and other tasks specifically associated with accounting in the music industry
Special projects and data entry/filing to document software
Important skills and qualifications we look for include:

A minimum of two semesters of college level accounting and general love of working with numbers is required
Working knowledge of Microsoft Outlook/Excel and Adobe PDF
Ability to communicate in a clear and succinct manner
Ability to multi-task and prioritize daily agenda
Ability to excel in a fast-paced environment and play well with others
A general understanding of the music industry is helpful but not required
]]> Wed, 11 Sep 2019 00:00:00 PDT 0 <![CDATA[Audit Supervisor - Audit Manager]]> Audit Superisor - Audit Manager

Job Summary

Weâre looking for future Audit leaders, which means a Partner career path for you.

As an Audit Manager on our fun, close-knit Financial Services audit team, this is what part of your work entails:

• Your primary focus will be on financial services clients.
• Taking responsibility of client relationships with a variety of clients to build positive relationships.
• Managing multiple teams and providing performance feedback to all members of those teams when engagements end. That takes dedication, but we believe in you and value your feedback.
• Anticipating and addressing client concerns and resolving problems as they arise.
• Promoting new ideas and business solutions that result in extended services to existing clients. We encourage you to be creative and become an expert so that you can make a difference at our firm.
• Continue learning the latest developments and the firm's standards and policies.
• Staying on top of industry developments and their effects on client's competitive position.

Qualifications

• 5 to 7 years of recent public accounting external audit experience.
• Your background should have experience in financial institutions or financial services external audit of both public and private companies or financial institutions regulatory experience. SEC experience is required.
• Your skills should include organization, communication, technical, time management, and accounting and auditing as you work effectively with clients and adequately handle multiple engagements and teams.
• It is important that you interact with clients, prospects, all levels of staff, and colleagues in a professional fashion.
• You will need to be able to multi-task since planning, executing, and wrapping up various engagements may have to be performed concurrently.
• We require experience supervising engagement team members and instructing them on completing assigned task.
• This position requires you to be a licensed CPA in the state of New York or be able to be licensed in New York.
• Ability to work additional hours as needed and travel to various client sites.

For this specific opportunity, we are seeking talented professionals for full-time or seasonal work arrangement options.

About the Team:

The Audit team provides traditional attestation services as well as accounting and consulting on applying accounting principles. Audit professionals demonstrate deep specialization through an understanding of the market and business challenges their clients face and a commitment to audit quality. Though we have six different business units, Audit is the largest practice. As for the Financial Services practice, we are ranked #1 nationally for the number of audits for publicly traded financial institutions, according to SNL data. Learn more about our Audit team!

]]> Wed, 11 Sep 2019 00:00:00 PDT 0 <![CDATA[Tax Director, Private Client Services (HNWI)]]> Tax Director, Private Client Services (HNWI)

This is a position for our Private Client Services Team.

Essential Duties and Responsibilities include the following.

Core Competency is the demonstrated ability to carry out the primary responsibilities of the job which should be reflected in the essential duties section of the job description.

Is experienced at performing and can direct research of accounting treatment and complex tax returns. Accounting specialists perform technical reviews of financial statements, and special projects. Accounting services specialists demonstrate the ability to review and research complex GAAP and reporting issues.
Provide feedback on performance to members within the Firmâs reporting process, monitors CPE needs and requests specialized training for staff.
Review documentation prepared/reviewed by Managers, Senior Associates and Associates and provides feedback to enhance learning and complete engagement objectives.
Responsible for assisting and actively participating in the development of departmental training, methodology and tools.
Continue to demonstrate the firmâs billing standards and meet the required billing goals set with your Direct Report Manager.
Regular contribution to firm and service line administrative functions.
Enhance client relationships through strong communication and project management skills; maintains relationships with client throughout the year and identify other service opportunities when possible.
Take lead role in preparing and delivering proposals.
Monitors engagement progress against client expectations.
Develop extensive knowledge in niche area.
Responsible for ensuring engagement staff follow up on open items and issues and that engagement deliverables are completed timely.
Proactively works on Business Development activities including internal and external marketing.
Consistent completion of tax returns, financial statements, and/or special projects.
Leadership role in directing Managers and Senior Associates in engagement planning activities that includes establishing time budgets, ensuring required documentation are completed, designing programs and identifying risks or significant matters that require further discussion with the Engagement Partner or firm specialist.
Plan multiple concurrent client engagements and projects, including scheduling, deploying of resources and exhibits effective project management.
Continually develops, mentors, and trains Associates, Senior Associates, and Managers by actively cultivating an environment that challenges, encourages, and fosters professional and personal growth.
Demonstrates the ability to plan, execute, and deliver work independently with limited or no supervision on large complex engagements.
Supervise up to 15 or more staff on multiple concurrent engagements.
Supervise progress of staff by monitoring benchmarks against engagement objectives; provide performance feedback when needed.
Perform a review of the work prepared by Associates, Senior Associates, and Managers for coverage, completeness, accuracy, and technical proficiency.
Effectively delegate tasks to facilitate professional development and efficient utilization of firm resources.
Demonstrate a comprehensive understanding of tax return and financial statement processes.
Demonstrate the ability to resolve engagement issues, consulting with the Engagement Partner and firm specialists as necessary.
Consistently take ownership of assigned engagement objectives and demonstrate the ability to plan multiple concurrent engagements while maintaining the department staff schedule.
Keep team members apprised of engagement and scheduling issues on a timely basis.
Work with your Direct Report to develop a charge goal, along with a plan to achieve and monitor your monthly and annual goal.
Work with Partner to develop an appropriate plan of professional development, professional reading, and CPE, and take responsibility to ensure that plan is achieved.
Demonstrate a comprehensive understanding of the clientâs operations, accounting systems, financial condition, and the industry in which it operates.
Establish and maintain a good working relationship and demonstrate effective communication with client personnel at appropriate levels.
Maintain appropriate professionalism in client and team interactions.
Responsible for ensuring that deliverables and workpapers produced by team members are clear, concise, well written, and in conformity with firm standards and professional requirements.
Proficient at prioritizing and managing multiple engagements within given timeframes and budget parameters, and strive for adherence.
Adhere to the Firmâs policies and procedures, Core values, demonstrate their importance to others, and provide input to management on suggested modifications to Firm policies and procedures as necessary
Be familiar with and adhere to relevant ethical requirements of the AICPA, contained in the Code of Professional Conduct, the Texas State Board of Public Accountancy, and the Texas Society of CPAâs in discharging their professional responsibilities.
Perform other duties as assigned.

Bachelorâs degree in Accounting or related field.
Masters degree in Accounting or related field preferred.

Skills:

Excellent written and oral communications skills.
Team orientation and strong interpersonal skills.
CPA with 5 to 8 or more years of experience in public accounting.
Experience with high networth individuals, trusts, estates or small businesses (1040s, 1041s, and 1065s) for our Private Client Services Team.
Outstanding leadership skills.
Possess technical knowledge sufficient to supervise Staff and Managers in a wide variety of industries and perform the essential duties and responsibilities of the position.
Demonstration of independent thinking and strong decision-making skills.
Proven ability to manage and develop staff.
Strong relationship management and practice development skills.
Experience with a variety of industries and all aspects of federal tax laws. Accounting Service Senior Managers will be experienced with a wide variety of industries and all aspects of GAAP and financial reporting.
Demonstrates a proven ability to attract and service new clients and expand services to existing clients

]]> Tue, 10 Sep 2019 00:00:00 PDT 0 <![CDATA[Bookkeeper]]> Bookkeeper

Seeks an Account Associate/Bookkeeper for the Business Management practice group in our New York location. We seek a self-motivated professional with a genuine desire to embrace this challenging career opportunity to work in a friendly, team-oriented environment while taking on a variety of assignments.

This individual will be responsible for computing, classifying and recording financial transactions to ensure the financial records are accurate. The Account Associate also performs routine financial calculations and general ledger duties.

Responsibilities:

+ Process accounts payable/receivable.
+ Enter general ledger postings.
+ Prepare bank & credit card reconciliations.
+ Prepare and edit monthly cash flows.
+ Record and enter payroll.
+ Interact with vendors, banking relationships and clients.
+ Respond to daily client or partner requests.
+ Execute daily cash management functions.
+ Special projects.

Qualifications:

+ Extensive bookkeeping experience, experience with AP/AR, bank reconciliations, etc.
+ Excellent communications skills both written and oral.
+ High level of organization, solid multi-tasking ability.
+ Positive attitude, fast learner, team player.
+ Excellent client service orientation.
+ Computer skills in Microsoft Office Suite, Quickbooks online
+ Datafaction and bill.com is a big plus.

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions, responsibilities or requirements.

We are proud to offer a competitive compensation and comprehensive benefits package including health insurance, 401k, flex spending, vacation, and paid holidays.
]]> Mon, 09 Sep 2019 00:00:00 PDT 0 <![CDATA[Tax Manager - Senior Tax Manager]]> Tax Manager - Senior Tax Manager

As a leading Northwest CPA firm, we're known for our outstanding technical expertise, strong relationships with clients and colleagues, and passion for the work. We have a reputation for responsiveness and personal attention. Our employees pride themselves on going the extra mile to provide value added service to our clients.

Join the team and you'll find your client responsibilities diverse and engaging, your colleagues collaborative, and our firm's culture supportive of your personal and professional growth. We can offer you stimulating and rewarding work for a mix of the region's most interesting companies, not-for-profit organizations, and affluent familiesmany of them high profile. And you'll find the mentoring, training, compensation package and personal support you need to grow in your career.

However, we all know that a great life is more than just great work. You'll also have a great time here. We're located in the heart of downtown Seattle minutes from world class cultural, sports, and recreational events and an eclectic mix of restaurants and shops. The office attire is casual, the atmosphere is friendly and collaborative, and there's support for your charitable and community service work. And in the summer months, you can opt for compressed workweeks and long, lazy, three-day weekends!

Job Description

Our tax managers will work on a variety of tax returns including individual, estate, trust, corporate and partnership returns for federal, state and local jurisdictions, and for a variety of industries. We also value subject matter experts who wish to focus on their own chosen interests. Managers review the work of staff accountants and participate in one on one group training for the tax department. This positions requires a thorough knowledge of tax in a public accounting setting.

Our tax managers also serve as lead providers of proactive tax planning, compliance, review and research services for a diverse group of clients in one or more industries. The tax manager will manage or supervise all phases of client engagements, may have primary client responsibility and, in some cases, may be assigned to manager larger scale projects. He/she may be called upon to deliver presentations and to write articles and to provide leadership, supervision, training and performance feedback to senior and staff level accountants.

Qualifications

Manager level positions generally require a minimum of five years of recent public accounting experience.
Excellent organizational, client service and communication skills.
A CPA license is required.
A Bachelor of Science or Arts in Accounting required, Masters in Taxation or Accountancy preferred.
If you are an energetic tax professional who wants to be on a leadership track, who wants to build their skills and who are looking to provide top notch client service than we would like to speak with you. Partner tracks are available. First consideration given to individuals who have experience working with high net worth and family and closely held businesses.

Additional Information

Please include a cover letter when applying. Out of state candidates must make themselves available to interview in person.
]]> Mon, 09 Sep 2019 00:00:00 PDT 0 <![CDATA[Forensic Accountant - Litigation Associate]]> Forensic Accountant - CPA Required

Are you a CPA who is ready for new and stimulating work, paired with the work/life balance youâve always wanted, but never had?

This firm consists of over 180 Accounting Rock Stars, and our talented teams consistently drive the success of our business through thoughtful strategy and creative problem solving.

Successful candidates should have the following:

Licensed (or pending) California CPA with 3+ years of recent Public Accounting auditing and/or tax experience
Excellent computer skills required in Excel, Word and Pro-FX
Reasonable commuting distance to the San Francisco office.

A day-in-the-life basic overview includes:

Analysis revolving around all Forensic Accounting and Family Litigation matters
Tracing of assets
Exposure to Business Valuations
Real Estate Apportionment
Preparing Gross Cash Flows
Pension Plan Allocations
Preparing Declarations and writing statements and recommendations

Something that should be noted: we offer market-leading benefits, and lots of fun, intangible perks (Quarterly Socials, Post-4/15 celebrations, CPA Designation Cupcake events, etc.).
]]> Wed, 04 Sep 2019 00:00:00 PDT 0 <![CDATA[Entry Level Audit Staff Associate]]> Entry Level Audit Staff Associate

Accounting firm whose mission and passion is to serve the not-for-profit community.

We have served the nonprofit community with assurance, tax advisory and compliance, and management advisory services for over 30 years.

QUALIFICATIONS

Bachelors degree in accounting or a related finance degree
CPA certification or taking the tests
Reputation of integrity, even in conflictive situations
Ability to produce high-quality work while meeting deadlines
Proficiency in Microsoft Office (required), Citrix and ProSystem (desired).
Ability to build and maintain open and trusting relationships
Ability to work in teams, whether as member or leader
Ability to motivate him/herself to continue to grow professionally and serve with excellence
Ability to assume responsibility for projects, complete them within agreed upon time and resources, and be an active learner
Desire to work as a professional in a CPA firm with focus, vision, mission and core values

POSITION RESPONSIBILITIES

Be a productive audit team member, working moderately complex audit engagements so that clients receive excellent, timely service. Show dedication and innovation through active participation in Firm initiatives.
Build and maintain a proactive, professional relationship with clients for assigned engagements.

Continue professional development efforts through an intentional growth plan, with a special focus on the NPO organizations and corresponding accounting issues and trends.
]]> Wed, 28 Aug 2019 00:00:00 PDT 0 <![CDATA[Valuations Vice President]]> Valuations Vice President

Do the markets and the valuation process excite you? Look no further! We help investors build better financial futures. As a fiduciary to our clients, we provide the investment and technology solutions they need when planning for their most meaningful and ambitious goals in life whether that includes retirement planning, short-term desires, and much more! As of March 31, 2019, the firm managed approximately $6.5 trillion in assets on behalf of investors worldwide.

Team Overview
Global Fund & Accounting Services: Alternatives Operations supports Alternative Investments (AI) and over $110B in assets globally. AI takes a dynamic approach to alternative investments, crafting investment vehicles that increasingly capitalize on evolving opportunities in fast-changing markets. We offer clients strategies designed to provide returns with low correlations to the broad equity and bond markets, including private equity, real estate equity and debt, hedge funds of funds, single strategy hedge funds, long-only absolute return strategies, commodities and structured products. Our alternative investment capabilities are fully coordinated within the platform, allowing investment teams to capitalize on the firmâs considerable resources in areas such as risk management, product development, client service and operational support. This role contributes to a team focusing on private credit vehicles investing primarily in bank loans and bonds with some private equity involved as well.
Role Responsibility

Lead all aspects of portfolio valuation processes for private credit and related equity valuations, working closely with investment professionals, third-party services and trade desk personnel to ensure timely and accurate valuation determination and reporting
Ensure consistency, accuracy and propriety of valuation methodologies, assumptions and practices
Conduct valuation committee meetings, leading discussions of valuation reports and pricing
Maintain documentation of valuation policies, rationales, processes, overrides and policy exceptions
Coordinate with external auditors on quarterly reviews and year-end audits
Run SOX processes with regards to valuations, which includes completing documentation of requirements, processes and testing
Formulate impairment and write-off analyses
Maintain vendor relationships, conduct periodic vendor reviews and perform diligence on new and existing vendors
Perform or review periodic tests on pricing quality
Execute other ad hoc responsibilities as assigned

Experience

Bachelorâs degree in finance, accounting or similar; MAcc or MBA preferred
Minimum 5 yearsâ experience, including direct experience and displayed knowledge in ASC 820 valuations
CPA or CFA preferred
Validated attention to detail and organizational skills
Execution under pressure
Ability to work independently with minimal direct supervision

]]> Thu, 22 Aug 2019 00:00:00 PDT 0 <![CDATA[Senior Tax Manager - Trusts and Estates]]> Senior Tax Manager - Trusts and Estates

POSITION SUMMARY

Our firm is currently assisting a CPA Firm in West LA area to identify an expert in the preparation of trusts, estate, gift tax returns and trust accounting for a Trust & Estates/Fiduciary Tax Senior Manager position.

The Trust & Estates Tax Senior Manager will assume full responsibility for directing multiple engagements; review estate fiduciary income tax returns, along with the decedent' s final individual tax return; review trust fiduciary income tax returns and individual income tax returns; analyze estate planning documents including wills, codicils and trust instruments to determine the proper treatment of assets and liabilities for tax purposes; develop postmortem tax-saving strategies for the estate accounts; and provide oversight and direction to a team of tax specialists in the delivery of tax services.

Qualifications
• CPA certification
• Recent Public Accounting experience.
• Expert knowledge in the preparation of trusts, estate, gift tax returns and trust accounting.
• Minimum of five yearsâ experience in the preparation and review of fiduciary income tax returns. Seven years or more preferred.
• Experience with Partnerships and S Corporations preferred
• Prior client management experience.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview
]]> Tue, 20 Aug 2019 00:00:00 PDT 0 <![CDATA[Senior Tax Manager - Real Estate Tax Services]]> Tax Senior Manager (Real Estate & Partnerships) Job Description The Senior Tax Manager is responsible for reviewing and/or preparing all U.S. federal and state tax returns and related schedules and reports. Responsibilities: • Develops effective teams and serves as a role model for direct reports. • Coaches/ counsels effectively to build effective leadership throughout the organization. • Reviews domestic tax returns and related schedules. • Performs review and/or preparation of quarterly and annual domestic tax provisions. • Reviews and/or prepares responses to tax notices. Required Skills • Bachelorâ s Degree in Accounting, Finance, or Economics required • Masters in Taxation Degree or CPA certification preferred • Minimum 10 years of Real Estate Partnership tax experience in public accounting Required Experience • Advanced knowledge in Tax Compliance software ProSystems fx and CCH Practice Mgm required • Excellent planning and organizational skills • Time Management skills • Strong staff development and appraisal skills • Excellent communication skill, both written and verbal • Ability to interact effectively at all levels • Strong customer, quality and results orientation • Ability to be an effective member of project teams
]]> Tue, 20 Aug 2019 00:00:00 PDT 0 <![CDATA[Audit Manager]]> Audit Manager

Audit Manager Job Description

We are looking to build upon our team to meet the needs of the firms rapidly growing clientele. Applicants must showcase a driven and meticulous work ethic, attention to detail, ability to thrive in a team environment and while working independently. Our firm has a long history of providing a healthy work environment that allows for a great balance of work and family life.

Responsibilities

The Audit Manager is expected to uphold the Firmâs values and professionalism while coordinating with our clients. Conduct timely audits, and other assurance related matters, while maintaining continuous client relationships, resolving complex accounting issues, advising on economic and regulatory risks, and staying up-to-date with current technical standards. Responsible for supervising, directing and reviewing tasks throughout the complete audit process. May be involved with marketing and business development. Ability to manage an efficient and profitable audit. Travel as needed.

Required Qualifications

BS/BA Degree in Accounting or equivalent degree
CPA Certification
5+ years of current experience in public accounting
Understanding of current GAAP and FASB regulations
SEC, SOX and Lease accounting a plus
Record of building profitable and sustainable client relationships
Minimum of 4 years in a leadership role managing staff on multiple engagements
CCH Axcess and CCH ProSystem Engagement
Microsoft Office Products?

]]> Fri, 09 Aug 2019 00:00:00 PDT 0 <![CDATA[Tax Manager]]> Tax Manager

Top regional accounting firm in Orange County is seeking a Tax Manager.

As a member of the tax team, the Tax Manager will work with a diverse client base and the primary responsibilities include:

Responsibilities

Prepare and review tax returns for individuals, business, estates, trusts and researches unusual tax matters
Assist business partners with other financial aspects of business, taxes, financial, strategy, etc.
Manage, develop and mentor staff on projects and assess performance through periodic performance evaluations and informal feedback
Identify and communicate creative ideas to improve client service, and entrepreneurial spirit to expand services with clients

Soft Skills:

High energy and motivation level
High quality client service
Ability to think independently and problem solve
Excellent verbal and written communication skills

Qualifications:

Bachelors Degree in Accounting, Finance or other business related field
Valid California CPA license in good standing
7+ years tax experience including at least three years in a CPA firm
Solid technical skills in tax accounting
Desirous of career advancement Successful problem-solving and analytical skills
Demonstrated skills necessary to ensure high quality client service
Ability to manage multiple projects, priorities, deadlines and budgets
High proficiency in Microsoft Office applications (Word and Excel), Tax programs (CCH Access, PDFlyer, SurePrep, GruntWorx, TValue, Quickbooks)

]]> Thu, 01 Aug 2019 00:00:00 PDT 0 <![CDATA[Tax Senior]]> Tax Senior

Job Description

Tax seniors work on a variety of tax returns including individual, estate, trust, corporation and partnership returns for federal, state and local jurisdictions, and for a variety of industries. Opportunities to be subject matter experts in practice group areas also exist. Seniors review the work of staff accountants and participate in one on one and group training for the tax department. Requires a thorough knowledge of tax in a public accounting setting.

In addition our tax seniors may provide compliance, review and research services for a diverse group of clients in one or more industries. He/she may be called upon to provide leadership, supervision, training and performance feedback to staff level accountants.

Qualifications

Senior level positions a minimum of three years recent public accounting experience.
Excellent organizational, client service and communication skills.
Certified Public Accountant or eligible to take the CPA exam.
Bachelor of Science or Bachelor of Arts in Accounting required, Master of Science in Taxation or Masters of Accountancy preferred.
All out of state candidates must make themselves available to interview in the Seattle area.

Additional Information

Please include a cover letter when applying. Out of state candidates must make themselves available to interview in person.
]]> Wed, 31 Jul 2019 00:00:00 PDT 0 <![CDATA[Tax Senior or Tax Manager or Senior Tax Manager]]> Senior Tax Manager, Corporate/Technology Tax (Seattle, WA)

WHAT YOUâLL DO

Preparation and review of Corporate income tax returns and provisions, including international and state and local taxes.
Conduct online tax research
Develop and nurture long-term relationships with client senior management
Review and confirm assignment objectives, scope and work plan with client
Anticipate, identify and resolves complex assignment issues
Work with the partner group to generate leads, contacts and sales
Manage groups to ensure profitability in the short and long term
Support the partner team in identifying and promoting the development of new delivery capabilities and/or channels to satisfy evolving market requirements
Support the partner team in the development and planning of practice unit strategy, objectives, and budgets
Identify and develop new initiatives to increase retention, meet resourcing needs, utilization and people development
Build on strong coaching skills to mentor key talent
Share and transfer knowledge and skills to the team
Engage in ongoing personal development in line with the competency model

WHAT YOUâLL NEED

Bachelorâs Degree in Accounting or related field, Masters in Taxation preferred
Minimum of 3 years corporate tax consulting/compliance experience in public accounting.
CPA license required
Strong interpersonal and relationship building skills
Strong selling skills â generating leads, making contacts and securing clients
Strong project management and leadership skills including the ability to successfully coach and mentor talented people
Technical proficiency in tax software applications
Strong research, writing and analytical skills
Excellent verbal and written communication skills
Experience in delivery of quality client service

HOW TO APPLY

If youâre up for the challenge and this is something you would like to consider, please apply online using the âApply for this job onlineâ button
]]> Wed, 31 Jul 2019 00:00:00 PDT 0 <![CDATA[Audit Senior]]> Senior Audit Associate

TEAM UP WITH US!

As a Senior Accountant within our Audit practice, you will supervise and plan field audit engagements, supervise staff, recognize, research and perform moderately complex accounting areas of the clientâs balance sheet and income statements. You will help to ensure the completion of our clientsâ annual reports and interact accordingly with clients to identify and resolve field audit issues.

DO YOU HAVE WHAT IT TAKES?

WHAT YOU'LL DO

Supervise, plan and perform audits, reviews, compilations, and various consulting client engagements.
Lead a team of up to five staff members under supervision of a Manager and/or Partner.
Demonstrate an understanding of basic and moderately complex workpaper preparation.
Exhibit strong analytical skills to evaluate financial data and relationships
Continue to develop administrative, professional and interpersonal skills to the extent of being able to organize, analyze and communicate with both the engagement team and client personnel in a professional, productive and efficient manner.
Analyze financial statement data and draw logical conclusions.
Exercise professional skepticism in the critical assessment of audit evidence
Identify, assess, and document controls and weaknesses in client accounting systems
Thoroughly evaluate assigned areas of financial statements and identify potential points for improvement.
Prepare clear and accurate workpapers
Update Managers and/or Partners of job status and assurance issues in timely manner
Develop understanding of client businesses related to assigned assurance areas
Know and apply specialized knowledge, for example, the rules, regulations, and code of ethics of the AICPA, be familiar with pronouncements of the Financial Accounting Standards Board (“FASB”) and the AICPA, and applicable state regulations.
Understand and comply with the Firmâs quality control policy
Organize, analyze and communicate with both fellow auditors and client personnel in a professional, productive and efficient manner.
Perform timely review of staff workpapers and provide constructive feedback

WHAT YOU'LL NEED

3+ years of experience in public accounting in audit or assurance
Bachelorâs degree or Masterâs degree in Accounting, Finance or related field
CPA license preferred
Experience in supervising Audit staff professionals
Demonstrate understanding of applicable GAAP.
Strong organizational and multi-tasking skills
Ability to research and analyze technical issues independently
Excellent verbal and written communication skills
Strong analytical and critical thinking skills
Strong project management skills
Ability to teach and train others
Ability to identify internal control deficiencies and document management letter comments for purposes of communicating deficiencies and weaknesses to clients.
Working knowledge of the Microsoft Office Suite and Adobe Acrobat Engagement
Maintain neat and professional appearance
Possess a courteous, cooperative and professional attitude
Demonstrate enthusiasm and desire to succeed
Display a commitment to acting in the best interest of the Firm
Practice discretion and discernment in dealing with client and Firm matters

HOW TO APPLY

If youâre up for the challenge and this is something you would like to consider, please apply online using the "Apply for this job online" button.
]]> Wed, 31 Jul 2019 00:00:00 PDT 0 <![CDATA[Audit Manager]]> Audit Manager

TEAM UP WITH US!

Our Audit Services Team is committed to adding value to our clients. Our client service model focuses on quick response times and efficient audit services. As a CPA firm, we provide audit services to small to mid-cap companies and our structure allows for more competitive fees than Big 4 and national CPAs without sacrificing quality.

Following a high touch, highly interactive client service model, our Audit department provides clients with the quality service and high level of expertise that competes with our Big 4 and national counterparts. Serving both private and public companies in a large variety of industries, including Technology, Nonprofit, Healthcare, Manufacturing, Financial Services and Real Estate, we can provide you with the experience to build a long and successful career in public accounting.

DO YOU HAVE WHAT IT TAKES?

WHAT YOUâLL DO

Supervise and plan field engagements, including financial statement audits, reviews, and various consulting engagements.
Supervise a team of 2-5 staff members over the course of engagement and provide technical guidance to team while out in the field or in office.
Recognize, research and perform moderately complex accounting areas of the clientsâ balance sheet and income statements.
Ensure the completion of clientsâ annual reports on a timely and accurate basis.
Interact with clients to identify and resolve field audit issues.
Exhibit strong analytical skills to evaluate financial data and relationships.
Continue to build upon technical skills and maintain a current Certified Public Accountant (CPA) license through Continued Professional Education trainings.

WHAT YOUâLL NEED

5+ years Public Accounting experience, including management of audit engagements.
2+ yearsâ experience in a Manager role preferred.
Bachelor or Masterâs degree in Accounting, Business Administration, Finance or related field.
Certified Public Accountant (CPA) license required.
Considers the development and motivation of staff a priority, and provides mentorships.
Excellent written and verbal communication and interpersonal skills.
Reliable transportation with the ability to travel.

HOW TO APPLY

If youâre up for the challenge and this is something you would like to consider, please apply online using the "Apply for this job online" button.
]]> Wed, 31 Jul 2019 00:00:00 PDT 0 <![CDATA[Staff Accountant / Full Charge Bookkeeper]]> Staff Accountant / Full Charge Bookkeeper

Full-service CPA firm in Pasadena, CA seeking a Solid Staff Accountant or Full Charge Bookkeeper for their Restaurant Group. Our clients include real estate and restaurant professionals and others. The ideal candidate will have strong bookkeeping and accrual accounting knowledge as well as effective communication skills to interact with clients.

Duties include:

Experience preparing and filing sales tax returns, 8027s, 571Ls, 1099s, other
Experience setting up new clients- COA, financial statement formatting, workpapers
Experience setting up multiple client location simultaneously is a plus
Experience with accrual accounting
Experience setting-up prepaid, accrual, loans and amortization schedules
Experience with at least one of the following accounting software: Restaurant 365, QuickBooks, QuickBooks Online, Intacct
Experience with any of the following software is a plus: CSA, Bill.com, Plate IQ and CTUIT
Ability to learn modern technology with minimal training
Ability to implement new pieces of technology to streamline bookkeeping tasks and the production of financial statements
Ability to interface with clients
Ability to prioritize tasks and meet deadlines
In-house bookkeeping from client records in QuickBooks, reconcile accounts, provide monthly or quarterly balance sheet and profit and loss statements to clients
Strong QuickBooks experience
Effective communication skills
Good organization skills
Ability to work in a team environment as well as independently
Detailed oriented

]]> Mon, 15 Jul 2019 00:00:00 PDT 0 <![CDATA[Tax Manager - Senior Tax Manager]]> Tax Manager - Senior Tax Manager

We offer accounting, audit, tax, business management and consulting services. Ranked in the top 40 CPA firms in the Los Angeles Business Journal, offers team members an opportunity for upward mobility and personal growth in a dynamic work environment. We offer challenging projects, a flexible, professional atmosphere, excellent on-the-job training, formal continuing professional education, cutting-edge technology, and diverse work assignments. We are seeking professionals to work hard, take good care of our clients, and have fun.

We are currently seeking a Tax Manager

Summary: Responsibilities will include a full array of tax services in the areas of individual, partnership, corporate, and consulting to high net worth entrepreneurs, businesses and family groups. Industries include investment companies, professional service companies, hi-tech, manufacturing, distribution and not-for-profit organizations.

Minimum Requirements:

Minimum of 8 years of recent public accounting experience
Bachelors in Accounting or Masters Degree in Accounting or Tax
CPA or other comparable professional designation in Taxation
Strong technical knowledge and research capabilities
Excellent verbal and written communication skills
Strong project management, organization, and analytical skills
Team management skills including ability to lead by action, direct and coach
Ability to build & cultivate strong personal relationships with peers in firm and the business community
Excellent business skills and appropriate industry knowledge

Duties will include:

Manage day-to-day client relationships and deliver superior client service
Provide creative and innovative client solutions
Work closely with partners and staff to meet client expectations
Develop new client contacts and relationships beneficial to the firm
Role model and mentor to new and existing staff
Keen interest in personal career growth & development
Assist in firm administrative functions as assigned by the partners

]]> Wed, 10 Jul 2019 00:00:00 PDT 0 <![CDATA[Tax Manager]]> Tax Manager

We are seeking a Tax Manager who can manage and execute on engagements and deliver excellent client service on Federal Income Tax matters. This candidate must demonstrate a strong understanding of Federal Tax laws and problem-solving and have the ability to research and draft technical memoranda on various tax issues. It is essential that the Tax Manager is involved in identifying tax service opportunities and maintains a focus on business development opportunities. They must be able to resolve client issues according to applicable tax laws and regulations via known research and planning methods. The Tax Manager must assist the client in minimizing their liabilities through sound and informed application of these laws and regulations.

Responsibilities of the Tax Manager:

Preparation and review of complex, multi-state tax returns (individual, S corporation, C corporation, partnership, estate and trusts)
Manage and execute on engagements
Deliver excellent client service on federal income tax matters
Demonstrate a strong understanding of federal tax laws and problem solving
Research and draft technical memoranda on various tax issues
Perform business development and identify tax service opportunities
Initiate and execute a marketing plan for the acquisition or expansion of professional services
Conduct research and planning to resolve client issues according to applicable tax laws and regulations
Minimize tax liability through sound and informed application of laws and regulations
Provide assistance during tax audits
Respond to notices from tax authorities
Direct client contact involving income tax matters, transactional consulting, tax research, and compliance.
Ability to anticipate client questions and prepared to respond with practical and solutions that can be implemented
Maintain a complete knowledge of the Firmâs philosophy and be conversant with its reports, letters and manuals relating to matters of policy and other tax position philosophies
Manage client engagement with regard to budget and deadlines
Involved with all phases of engagement through completion while exercising best practices in regard to the proper sequence of engagement events and the anticipation of problems and identification of potential solutions

Required Qualifications:

Minimum 6-10 years of tax compliance and consulting experience; public accounting experience preferred
Bachelors and/or Masterâs Degree in Accounting/Tax
CPA license
Strong technical knowledge and a developing area of expertise and a passion for continuous professional development
Strong analytical ability, research, and project management skills
Team management skills including ability to lead, direct and coach
Ability to build and cultivate relationships both internally and with the business community
Excellent communication and presentation skills
Strong proficiency in various software tools

We have an excellent benefits package, in addition to offering top-tier salaries and a bonus program. These benefits include medical, dental, vision, and life insurance plans; 401 (K) matching, short-term and long term disability, paid personal time off, continuing education, CPA licensing support, and more.
]]> Fri, 05 Jul 2019 00:00:00 PDT 0 <![CDATA[Tax Senior]]> Senior Tax Associate

Looking for a Senior Tax Associate interested in growing their career. Candidates that fit our culture will have a desire to interact and manage client relationships, enjoy working independently, and have a desire for future growth.

Responsibilities

Develop relationships with client personnel responsible for tax issues
Research and propose resolution to technical tax matters
Prepare income tax returns including consolidated and multi-state tax returns
Provide effective project management
Inspire teamwork and responsibility with team members
Use current technology and tools to enhance the effectiveness of deliverables and service
Build on technical competence by keeping up-to-date on trends, developments, and technical authorities

Qualifications

3-5 years recent experience in public accounting with a primary focus on tax or business consulting
Ability to supervise others
Excellent research and writing skills
Bachelorâs degree in Accounting, Finance or other related field from an accredited college/university
Successful completion of the CPA exam, licensed CPA or JD
Willingness to take "ownership" of the client

General Information

Top 100 Accounting Firm nationally providing tax, advisory and consulting services. Working closely with business owners and individuals,

Salary and Benefits

Our employees enjoy a competitive compensation and benefits package, which includes medical, dental, vision, life, and disability insurance, flexible benefits plan, 401(k) plan, profit-sharing, and 401(k) match, paid holidays, volunteer time, as well as vacation and sick leave in the form of a paid time-off bank.
]]> Tue, 02 Jul 2019 00:00:00 PDT 0 <![CDATA[Experienced Tax Staff - Tax Senior]]> Experienced Tax Staff - Tax Senior

DESCRIPTION

Some may think a job is just a job, but we believe in igniting possibilities by helping our employees develop a career that fulfills their ambitions. We hire great people and give them a great place to work. Our secret to keeping them around is a positive culture, strong community involvement and a dedication to continually increasing our competencies.

This is an integral role for the firm which allows one to develop critical skills such as reviewing work of other tax staff and providing constructive criticism/work notes in addition to preparing returns. This person will also be collaborating with Tax Managers and Shareholders to facilitate projects, obtain more exposure to complex tax issues and the opportunity to learn how to resolve them. This is a developmental role that allows the Tax Senior to expand and build the skills and knowledge that are necessary to become a Tax Manager.

Additionally, we want someone who is not only focused on creating a strong deliverable for our external clients, but also someone who is passionate about developing the people they work with and values an environment where people strive to consistently grow.

Responsibilities

Client Management

Complete corporation and pass through entity returns as well as various sized family-owned or privately held entity tax returns
Develop a strong understanding of the clientâs business and industry
Manage competing priority deliverables and communicate accordingly to deliver excellent client service

Engagement Management

Communicate both internally and externally to manage expectations and keep the engagement progressing
Develop and motivate engagement staff by providing technical assistance as needed
Foster teamwork and innovation to enhance the client service experience

Professional Development

Demonstrate technical curiosity that allows for professional and personal growth
Demonstrate the ability to ask questions that will further your understanding of the client and the return
Demonstrate the ability to multitask and communicate accordingly with in-charges

Qualifications

Minimum of 3 years of experience in public accounting, preferably in a large local/regional or Big 4 firm; experience in a paperless environment is a plus
Experience with high net worth individual returns and trust/estate returns is preferred
Strong communication skills (written and verbal)
Proficient with use of office technology and software (Microsoft Office: Word, Excel, Outlook, etc)
High level of integrity and trustworthiness
Proven ability to give and receive both positive and constructive feedback
Strong problem solving and organizational skills

]]> Thu, 20 Jun 2019 00:00:00 PDT 0 <![CDATA[SENIOR AUDIT ASSOCIATE]]> SENIOR AUDIT ASSOCIATE

The Job

This position is expected to demonstrate competence, skills, and judgment in accounting principles and auditing procedures on financial statements audit engagements.

The right candidate will be willing and able to:

Perform engagements involving audit, review, and compilation of client financial statements
Be familiar with current accounting principles and auditing techniques
Interact and communicate with clients to promote audit team efficiency
Assist in preparing risk assessments and audit plans for clients
Prepare clear, transparent work papers that follow standards and include well thought out judgments and well-defined conclusions
Evaluate and recommend improvements to client business processes and controls
Conduct detailed research on audit issues and analyze the results of audit work
Demonstrate professional skepticism throughout all audit procedures
Provide leadership and guidance to junior team members
Adapt to the companyâs practices, policies, and culture

What Youâll Need:

Bachelorâs degree from an accredited college/university in accounting
2-3 years of experience performing audits, reviews, and compilations with clients in various industries
Working knowledge and experience in ProSystem fx Engagement, Microsoft Word and Excel
Experience in tax return preparation preferable but not required
Critical thinking and problem solving skills
Excellent communication skills â oral, written, and interpersonal
Detail oriented with excellent time management and organization skills
Commitment to learning and desire to determine the right way to do something
Must possess integrity, be trustworthy, dependable, and a team player with a cooperative attitude
Highly motivated self-starter with the ability to multitask and complete assignments with time constraints and competing deadlines
Dedicated to providing superior client service
Applicants must be currently authorized to work in the US without the need for visa sponsorship now or in the future

What Youâll Love About Working Here:

Awesome Company Culture! Weâve been named one of OCâs Best Places to Work by the OC Business Journal. We believe in work/life balance. Did we mention flex schedules in the summer?
We like to give back. Community outreach is important to us and we like to help out in any way we can by getting involved with various charitable programs.
Benefits. Medical, dental, vision â the works! Life insurance, 401(k) and Aflac plans are just a few of the many benefits we offer our employees.
R&R. Itâs important to take a break sometimes. We offer generous vacation plans and want you to enjoy your time off.

]]> Thu, 13 Jun 2019 00:00:00 PDT 0 <![CDATA[Senior Tax Manager - Tax Principal]]> Tax Senior Manager

Walnut Creek CPA firm is looking for a Senior Tax Manager

• Manage the timely delivery of federal and state compliance filings for REITs, complex tiered partnership structures, corporations, individuals and trusts.
• Oversee timely completion of quarterly and year-end REIT qualification testing, earnings and profits calculations and dividend taxability disclosures.
• Routinely consult with clients on various tax and real estate issues, including quarterly estimated tax payment and state tax withholding calculations.
• Develop client relationships and respond to client needs.
• Have a thorough understanding of both accounting and income tax compliance issues associated with real estate.

Requirements

• Minimum of 8 to 10 years of technical tax experience
• Proficient in the taxation of partnerships, limited liability companies and other similar flow-through entities
• Knowledgeable on Real Estate Investment Trust tax issues
• Master's degree in Taxation is preferred
• Licensed CPA
• Big 4 or other national accounting firm experience preferred
• Experience in the private sector is a plus
• GoSystems tax preparation software familiarity and advanced Excel skills preferred.
• Excellent analytical skills and judgment
• Strong team player with emphasis on the continued growth and development of team members.
• Teach and mentor junior staff.
• Have strong proven engagement management skills.

The ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative
]]> Thu, 06 Jun 2019 00:00:00 PDT 0 <![CDATA[Audit Manager - Experienced Audit Manager]]> Audit Manager - Experienced Audit Manager

Summary

Full service regional accounting firm with offices in multiple states growing quickly seeks an experienced audit manager offering 2 â 3-year partner track

Requirements

8 + yearsâ experience in an accounting firm

Active CPA license

Experience managing an audit team

Business development skills are a must

Book of business is preferred but not required

Able to work in a paperless office
]]> Tue, 04 Jun 2019 00:00:00 PDT 0 <![CDATA[Tax Supervisor]]> Tax Supervisor

Certified public accounting firm specializing in income tax planning for businesses and high net worth individuals with an emphasis in he areas of estate and trust taxation. Our firm is currently seeking a high energy, positive individual to join our team as a Tax Supervisor.

We are an equal opportunity employer that values all team members and offers a competitive salary and benefits package including health insurance, 401(k) match, generous PTO hours, paid continuing professional education and paid time for participation in community involvement events. Our firm offers an enjoyable work environment and believes in and respects work-life balance for our team.

General Summary of Position:

Tax Supervisors are responsible for the preparation and review of income tax returns for various entity types and industries, calculating estimated tax payments, the general oversight of
other team members and assisting with client management. Tax Supervisors should function with minimal supervision and increased focus is placed on supervising and mentoring staff, independent problem solving and strengthening and developing client relationships.

Essential Responsibilities:

• Review a broad range of individual, corporate, trust and other entity tax returns
• Prepare tax returns as needed, including those with a high degree of complexity
• Supervise staff during assigned projects to ensure firm quality standards are met
• Keep abreast of current trends, issues, laws, and practices in the tax field
• Communicate directly with taxing authorities on behalf of clients
• Prepare complex tax planning and projections
• Consult with clients on business and tax related issues
• Participate in networking and business development opportunities
• Participate in staff development initiatives and firm sponsored training
• Mentor associates as they navigate their career paths

Knowledge and Skills Required:

• Bachelorâs degree in Accounting
• Either hold a current and valid CPA or EA license or working toward obtaining one
• 4+ years of relevant tax experience in public accounting
• Masters of Accounting a plus
• Experience in review, research and tax planning with an understanding of income tax laws and regulations
• Ability to research and resolve government correspondences and assessments
• Positive attitude, strong work ethic and high integrity
• Working knowledge of tax and accounting software and Microsoft Office products including Outlook, Word, and Excel
• Strong organizational skills, including the ability to manage several projects simultaneously and complete tasks in a timely manner
• Able to communicate effectively, both orally and in writing

Firm Benefits:

Competitive compensation and benefits including health, vision, dental, life, short-term & long-term disability insurance, flexible spending account, & employer 401(k) match.
]]> Tue, 04 Jun 2019 00:00:00 PDT 0 <![CDATA[Tax Manager]]> Tax Manager

Certified public accounting firm specializing in income tax planning for businesses and high net worth individuals with an emphasis in the areas of estate and trust taxation. Our firm is currently seeking a high energy, positive individual to join our team as a Tax Manager. We are an equal opportunity employer that values all team members and offers a competitive salary and benefits package including health insurance, 401(k) match, generous PTO hours, paid continuing professional education and paid time for participation in community involvement events. Our firm offers an enjoyable work environment and believes in and respects work-life balance for our team.

General Summary of Position:

Tax Managers are responsible for managing client assignments and projects. This includes coaching, advising, and supporting team members in meeting clientsâ expectations and deadlines. Tax Managers direct the work of staff and monitor the progress of engagements in relation to quality, budgets and deadlines. Tax Managers are also responsible for maintaining and growing client relationships for clients assigned to them.

Essential Responsibilities:

• Review and manage the preparation of a broad range of individual, corporate, trust and other entity tax returns, including those with high degrees of complexity
• Supervise staff during assigned projects to ensure firm quality standards are met
• Lead and manage the client relationship with a focus on delivering high-value, quality tax service and advice
• Keep abreast of current trends, issues, laws, and practices in the tax field
• Communicate directly with taxing authorities on behalf of clients
• Prepare and review complex tax planning and projections
• Consult with clients on business and tax related issues
• Participate in networking and business development opportunities
• Participate in staff development initiatives and firm sponsored training
• Mentor associates as they navigate their career paths

Knowledge and Skills Required:

• Bachelorâs degree in Accounting
• CPA license
• Masters in Taxation a plus
• 6+ years of relevant tax experience in public accounting
• Significant experience in review, research and tax planning, including knowledge of a broad range of tax matters in various industries with an advanced understanding of income tax laws and regulations
• Ability to research and resolve government correspondences and assessments
• Positive attitude, strong work ethic and high integrity
• Working knowledge of tax and accounting software and Microsoft Office products including Outlook, Word, and Excel
• Strong organizational skills, including the ability to manage several projects simultaneously and complete tasks in a timely manner
• Able to communicate effectively, both orally and in writing

Firm Benefits:

Competitive compensation and benefits including health, vision, dental, life, short-term & longterm disability insurance, flexible spending account, & employer 401(k) match.
]]> Tue, 04 Jun 2019 00:00:00 PDT 0 <![CDATA[Audit Senior]]> Audit Senior

The Audit Senior Associate position provides many opportunities for leadership development and the expansion of your technical skills. As an Audit Senior Associate, you will oversee the entire audit process with guidance from department leaders. This collaborative involvement gives you the opportunity to participate in all areas of the engagement, from the planning stage to the issuance of the auditorâs report. This role includes a high level of client interaction and the contribution to the growth and development of staff accountants.

We're currently seeking candidates with various industry experience especially those with experience working with State and Local Governments, Tribal and/or Casino enterprises. If youâre looking for a leadership opportunity that will allow you to develop your independent auditor judgment and technical skills, and to advance your professional career this is the opportunity for you!

The essential functions for this position include:

• Provides continuous attention, communication, and coordination to
clients;
• Builds relationships with senior level client personnel;
• Obtains client expectations from management team and develops plan to meet client expectations;
• Informs Principal and Manager about issues, helps prepare information to be communicated to client and documents key client discussions;
• Develops project hour/cost budgets;
• Provides supervision, assistance and feedback to staff;
• Provides timely information about scope changes and informs Manager and/or Principal; and
• Coordinates with Manager and/or principal to achieve committed deadlines.

Requirements

• Experience working with State and Local Governments, Tribal or
Casino enterprises (preferred)
• Public Accounting experience]]> Tue, 04 Jun 2019 00:00:00 PDT 0 <![CDATA[Tax Senior]]> Tax Senior

Job Description

Top 100 Firm and an 8-time recipient of inside Public Accounting's Best of the Best Firms, with over 40 years of success in the market. Our firm consists of over 200 Accounting Rock Stars, and our talented teams consistently drive the success of our business through thoughtful strategy and creative problem solving.

Successful candidates should have the following:

3+ years of public accounting experience
High Net Worth Individual, Corporations, Partnerships, LLCs, and Trust Preparation experience (Non-profit experience is a huge plus! But not a requirement...)
Ability to prepare working trial balance and year-end adjusting entries
Excellent research and writing skills
Bachelor's degree in Accounting, Finance or other business related field
Excellent verbal and written communication skills required
CPA certification is required
Excellent computer skills required in Excel, Word and Pro-FX
Commutable distance to Century City office

A day-in-the-life basic overview includes:

Preparing and Reviewing Individual and Entity Tax Returns
Preparing quarterly and year-end projections
Performing basic Tax research with written conclusions
Mentoring Associates as needed
Liaising with clients as needed

Something that should be noted: we offer market-leading benefits, and lots of fun, intangible perks (Quarterly Socials, Annual Ski/Camping trips, Catered breakfast, etc.).
]]> Mon, 03 Jun 2019 00:00:00 PDT 0 <![CDATA[Tax Manager - Senior Tax Manager]]> Senior Tax Manager

Description

More than just a tax manager â this is unique opportunity to build and grow in the market

Weâre looking for someone who wants to leverage their existing tax knowledge and tap into the deep expertise of our dedicated team to create a regionally known tax practice that can call itself the best of the west. Lead by a nationally respected advisor, our team represents innovative and forward-thinking entities who look to us for more than just a tax return. And because of that, weâre looking for a tax advisor who is forward thinking, creative, responsive and diligent but who also understands and can talk to the ever-changing world of tax. We serve clients as part of a team, each representing a unique area of expertise. This role will serve as the tax expert and leader. This position is client facing and involves heavy business development, so if you have excellent communication skills, enjoy interacting and building client relationships and providing timely and high-quality deliverables that exceed client expectations, then this is the role for you.

We are a top west coast advisory firm whose strategy is based on deep industry expertise and being leaders in the markets we serve. Our team-based approach allows you to be part of a small passionate team while giving you the resources of a traditional large CPA firm tax practice. We are an open-door environment where the partners believe in empowering our people. You will have a voice in the strategic direction of the Anchorage office's tax practice as well as the firm and our marketing team will work with you to help you develop your personal brand as well as refine that of the practice. If you want to become a nationally recognized expert in tax, we will get you there.

The Position

Weâre looking for a full-time tax manager or senior manager who has experience in working in tax. Good communication, analytical thinking and willingness to not be afraid are all attributes for success. This is a partner track position for the right candidate. You will have the opportunity to chart the course of your career and will find yourself surrounded by a team who wants nothing more than for you to succeed. We expect you to use our dedicated team in India to help you serve your clients. If it is of interest to you, you will have the opportunity to travel internationally and work with them side by side. If you like working from home, beach or mountains, remote work is possible as long as youâre spending valuable time with your clients and your team.

Why should you apply?

- Competitive salary

- Incentive compensation plan based on personal, division and firm results

- 8-week sabbatical every seven years

- You will never stop growing

- A chance to work with a passionate team led by a nationally recognized expert

- We have fun
]]> Fri, 31 May 2019 00:00:00 PDT 0 <![CDATA[Senior Tax Associate]]> Tax Senior Associate

Overview:

We combine extensive tax, assurance and advisory experience with a focus on relationships and personal service to help our clients achieve their goals.

The LA office is rapidly expanding and we are looking for talented tax professionals

Responsibilities:

Prepare tax returns involving complex issues and with a focus on returns dealing with individuals, partnerships, corporations, pass through entities, estates, including multi state taxation
Review less complex individual and business tax returns
Prepare tax projections and other tax planning strategies
Respond to tax notices
Develop business by expanding existing relationships with clients, maintaining personal networks, and participating in civic, business, and professional organizations
Support training of tax associates and assist managers in development of staff
Research increasingly complex tax issues using internet research services
Delegates work to staff according to their experience and capabilities in conformance with the planning documents
Look for opportunities to provide additional services to clients
Use research services to increase technical knowledge and provide valuable services to clients

Qualifications

BA or BS in Accounting or related field required, Masters Degree preferred
3+ years of public accounting experience in a tax environment, with a concentrated focus on complicated corporation returns, including multi state taxation preferred
Strong skills in research and writing required
CPA or CPA candidate required
Thorough knowledge of accounting principles, practices, and procedures on manual and automated systems
Experience with various entity types (corporate and flow through entities as well as individuals) preferred
Experience multi-state taxation is preferred
Thorough working knowledge of MS Office: Word, Excel, PowerPoint, and Outlook required
Proficient verbal and written English communication skills; ability to communicate effectively required
Professional demeanor towards duties and responsibilities, particularly with regard to independence, professional ethics, and the exercise of professional judgment required
Must have strong organizational, time management, and interpersonal skills

]]> Thu, 30 May 2019 00:00:00 PDT 0 <![CDATA[International Tax Manager]]> International Tax Manager

Looking to hire an International Tax Manager for our Omaha, NE or Islandia, NY office! The International Tax Manager will work directly with and report to the VP of International Tax. This role will also work with internal accounting and finance groups worldwide in the planning and preparation and review of the tax positions and reporting for US international tax compliance, and would be expected to build good working relationships across the globe.
The International Tax Manager will also be responsible for maintaining transfer pricing and BEPS Action 13 requirements, as well as the preparation and review of calculations and tax returns in a support role for international aspects of tax accounting and tax compliance processes, including preparation of tax disclosures in 10-K and 10-Q filings. Essential Duties:

Prepare and review US international income tax returns, including US foreign tax credit and Form 1118, as well as GILTI and FDII calculations
Analyze details submitted by foreign operating companies with respect to the income tax provision and assist in completing the provision of 10Q and 10K reporting
Assist VP International Tax on tax planning initiatives
Maintain E&P, tax pools, and tax basis positions for assigned companies
Track tax positions and their potential impacts on the company's effective tax rate
Analyze tax return items in order to determine whether corrective action should be taken
Consult with management to determine how the findings will affect the strategic and operating plan
Draft written responses to tax authorities
Build relationships and understand tax positions of various assigned businesses

Qualifications: Minimum Qualifications:

Bachelor's degree or higher in Accounting, Finance or Tax
4+ years of tax experience required, preferably with a CPA firm, law firm, and/or large multinational company
3+ years of international tax compliance experience
Working knowledge of international tax concepts and related compliance issues
Experience analyzing business transactions and determining the tax consequences
Experience with process improvement, proactively streamlining procedures and reporting issues
Working knowledge of accounting theory to ascertain potential tax ramifications of complex business transactions
Ability to multi-task and manage competing priorities in a fast-paced, team environment
Work paper documentation skills

]]> Mon, 27 May 2019 00:00:00 PDT 0 <![CDATA[ Accounting Manager (CPA) - Touring]]> Accounting Manager (CPA) - Touring

Our client offers financial services to a client base consisting of individuals and businesses within the music, entertainment, and sport industries. The Company is based across three main offices with three core departments; Business Management, Accountancy, and Tax.

We are seeking a hands-on Financial Accountant who will be responsible for managing a team of associate-level accountants concentrating on servicing our touring clients, financial reporting and maintaining accounting processes. This position requires strong analytical skills, attention to detail, a sense of ownership, great communication skills, and a passion for delivering results in a fast-paced environment.

Key Responsibilities

Manages and reviews the books and records for a portfolio of key clients; including partnerships, LLCs, corporations, and sole proprietorships;
Reviews and presents monthly, quarterly and annual financial statements, in accordance with GAAP, and analytic reports for touring clients;
Monitors and reports financial performance with regard to bank covenants;
Prepare financial modeling, experience in financial modeling a plus;
Designs, implement and maintain strong internal controls, processes and procedures;

Responsible for managing deadlines and providing timely information to the tax and commercial departments;
Assist in setting and monitoring budgets client engagements gets in preparing for audits and liaising with auditors
Actively manage, develop, train and mentor staff members

Candidate Requirements

Bachelorâs Degree in Accounting or equivalent
7+ years of professional Accounting experience
3+ yearsâ experience in managing a touring team
Must be a licensed CPA
Possess a detailed knowledge of GAAP and experience of tax compliance
Familiar with Quick Books Enterprise and/or Quick Books Online

Additional Preferred Qualities

Experience with CCH Axcess
Masterâs Degree in Accounting, or equivalent
CMA Certification

]]> Wed, 22 May 2019 00:00:00 PDT 0 <![CDATA[Senior Tax Associate]]> Senior Tax Associate/Tax Manager

Seeking experienced, self-motivated professional with strong communication, analytical, time management & organization skills to prepare corporate, partnership and individual tax returns.

Close working relationship with Big-4 partners and three years of public accounting experience required.

Must be able to work independently, efficiently and meet deadlines.

Minimal travel.

Opportunity for career advancement.

Compensation DOE.]]> Wed, 22 May 2019 00:00:00 PDT 0 <![CDATA[Senior Staff Accountant - Audit, Tax, Accounting ]]> Senior Staff Accountant â Public Accounting Firm With Fast Career Growth

Job Description

Full service CPA firm located in the Inland Empire, specializing in the dairy and agricultural industry providing accounting, tax, and consulting services. We believe in partnering with our clients so that we fully understand their needs and can then provide expert advice based on years of experience.

Job Description:

We are looking for a dedicated and motivated individual with a willingness to learn our business in order to meet our clientâs needs. A senior staff accountant will be involved in the following:

General ledger accounting and work paper preparation
Audit, reviews and compilation engagements
Business and individual tax return preparation
Payroll and business property tax preparation
Tax planning and other projects as needed

Requirements:

Undergraduate or mastersâ degree
2 to 5 years of recent public accounting experience
CPA licensed or making progress to be certified
Detailed oriented with strong analytical skills
Excellent organizational and follow through skills
Strong communication skills
Strong computer skills including Microsoft Office products
Experience with Pfx Engagement, Lacerte, and QuickBooks, a plus

Benefits:

Competitive salary
Time and one-half overtime
Medical, dental and vision paid for employee
401(k) plan with employer match
Paid vacations and holidays, etc.

]]> Tue, 21 May 2019 00:00:00 PDT 0 <![CDATA[Senior Tax Manager - Tax Director]]> Senior Tax Manager - Tax Director

Based out of Irvine, we are expanding our practice and looking for Senior Tax Manager - Tax Director to join our team!

We believe that providing quality service to our high profile clients starts by providing a great work-life to our employees. We provide our employees with a good quality of life by providing top salaries and flexible work hours!

Extremely Competitive Benefits Package!
Clear Partner Track!
Accelerated Career Growth!

We are looking for:

- BS and/or MS in Accounting plus:
- CPA
- 10+ years' experience in Complex Federal Corporate Tax
- Extensive experience in Provision Work (ASC 740)

We can offer you the opportunity to grow into a partner in a high quality corporate tax practice]]> Tue, 21 May 2019 00:00:00 PDT 0 <![CDATA[Audit Senior]]> Audit Senior

Our firm is growing and we are looking for qualified audit personnel to join our team! Our staff of 90 works in a positive environment in our office located in San Jose. If you are interested in joining our firm and your qualifications are in line with the following job description, we want to hear from you!

Key Responsibilities:

Work closely with the engagement team and perform the various phases of an audit, review and compilation engagement.
Effectively supervise audit staff through planning, fieldwork, report drafting and engagement wrap up by training staff, assigning and delegating tasks, setting budgets and reviewing assigned tasks.
Evaluate the performance of audit staff and coach them by providing on the job training.
Possess competency in accounting principles and begin developing a command of pertinent accounting and auditing guidelines.
Proactively build client relationship and develop expertise in client industries.
Prioritize and assist the engagement team to successfully complete multiple assignments within client deadlines.

Qualifications:

Strong interpersonal and communication skills needed to interface with clients
Effective analytical and problem solving ability needed
Self-motivated
Excellent verbal and written communication skills
Personable and able to work well in a team environment
Maintain professional demeanor and confidence communicating with clients
CPA license preferred
2 â 3 year of experience in public accounting
Familiarity with internal controls documentation
Availability to work overtime as necessary

Who we are….

Working with emerging and middle market privately held businesses to help them thrive in their markets, and with high net worth individuals, such as owners, founders, and executives, to help them protect and grow their wealth. We help identify untapped opportunities, challenges and solutions, enabling clients to make effective and timely decisions.
]]> Fri, 17 May 2019 00:00:00 PDT 0 <![CDATA[Tax Manager]]> Tax Manager

We are looking for a Tax Manager!

Primary Job Functions

Oversees client relationships in regards to tax matters as well as coordinates the delivery of other services.
Assists with preparation of complex tax returns, provides coaching to staff, and reviews and assigns tax returns prepared by others.
Develops business proposals and other supervisory administrative duties.
Oversees a group of staff and is responsible for managing their daily activities and career development.

Responsibilities

Client Service

Develops a strong relationship with key client personnel and provides valuable ideas on an ongoing basis, while maintaining contact with clients throughout the year.
Possesses a thorough knowledge of the client and all facets of the client's business.
Proactively and effectively identifies client's needs.
Provides professional services on a basis that is cost effective to the client and acceptable to the firm.
Manages expectations of services including work products, timing, and value to be delivered.
Plans, supervises, reviews, and controls engagements of all sizes and complexities for tax compliance with all professional and firm standards.
Supervises and works with internal staff and clients to plan engagement requirements, objectives, and strategies.
Communicates with appropriate individuals within the firm and documents the status of tax engagements.
Analyzes problems and recommends viable solutions. Communicates progress of engagements, problems and resolutions to the client team.
Brings unusual or significant accounting and tax related questions to the partner with proposed resolutions to those issues.
Assists with complex research in all areas of tax and coaches others in performing research.
Performs complex tax returns for compliance and consulting.
Coaches employees the importance of the client first attitude by providing technical training in the use and application of the Firm's policies, procedures, manuals, forms, and relevant software.
Assists with administrative engagement activities.?

New Business Acquisition

Under the direction of a Partner, expands personal marketing plan to include a full complement of marking activities.
Knowledgeable in the products of the firm.
Takes responsibility for specific assignments within the office niche team.
Expands external network of business referral resources.
Demonstrates the support role in new business presentations.
Assists in developing business proposals.
When requested, presents those propels to prospects.

Staff Development

Participates in specialized technical training.
Develops technical skills that are unique among the tax staff.
Takes an active role in teaching technical matters and when requested, assists as an instructor in the Firm's internal CPE Program.
Prepares and participates actively in Firm sponsored and outside training; keeping current on general business and technical issues.
Uses a variety of resources to learn and study business developments and technical innovations.
Coaches others in completing engagement requirements.
Fosters positive relationships between others in the office.
Provides both formal and informal performance reviews to staff, and then reports to partner on staff progress and advice given.
Participates in the office recruiting program which demonstrates the self-presentation skills to be an effective representative of the Firm.
Technical, Industry, or Functional Specialization
Begins to develop a technical, industry, or functional concentration.
Takes responsibility for specific assignments within the office niche team and

Professional/Community Involvement

Participates or actively seeks participation in appropriate community, business, and professional organizations.

Qualifications

Work Experience Required: Must have experience in public accounting, preparing and reviewing complex business and individual tax returns, and directing the work of others

Education: Bachelor's degree with emphasis in accounting or MBA in accounting/taxation; additional qualification as an accountant will be a plus

Other Requirements

CPA certification required
Experience completing tax returns/engagements
Excellent oral and written communication skills
Possess successful problem solving and analytical skills
Project management experience
Honest and ethical with a strong work ethic
Proactive, resourceful, and client oriented - Good interactive skills to work with Partners, other departments, and employee base
Proficiency in MS Office (Excel, PowerPoint, Outlook)
Strong organizational skills with the ability to multi-task
Demonstrates positive and enthusiastic approach to all assignments
Outstanding attendance and punctuality
Must be clean, well groomed, and have a professional appearance per company standards

]]> Mon, 13 May 2019 00:00:00 PDT 0 <![CDATA[Audit Staff - Experienced Audit Staff]]> Audit Staff

Job Description:

We are looking to build upon our team to meet the needs of the firms rapidly growing clientele. Applicants must showcase a driven and meticulous work ethic, attention to detail, ability to thrive in a team environment and while working independently. Our firm has a long history of providing a healthy work environment that allows for a great balance of work and family life.

Responsibilities:

The Audit Staff is expected to uphold the Firmâs values and professionalism while coordinating with our clients. Conduct timely audits, and other assurance related matters, while maintaining continuous client relationships, resolving complex accounting issues, advising on economic and regulatory risks, and staying up-to-date with current technical standards. Responsible for supervising, directing and reviewing tasks throughout the complete audit process. May be involved with marketing and business development. Ability to manage an efficient and profitable audit. Travel as needed.

Required Qualifications

BS/BA Degree in Accounting or equivalent degree
CPA Certification or CPA candidate
1+ years of current experience in public accounting
Understanding of current GAAP and FASB regulations
SEC, SOX and Lease accounting a plus
Record of building profitable and sustainable client relationships
CCH Axcess and CCH ProSystem Engagement
Microsoft Office Products

We are an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.
]]> Tue, 07 May 2019 00:00:00 PDT 0 <![CDATA[Tax Director]]> Tax Director

We are looking for a Director of Tax to join our property team. This is a great opportunity to join a well-established investment company.

Responsibilities & Job Duties include:

· Responsible for the supervision of the completion of federal, international and state income tax returns including all related analysis and support.
· Responsible for the preparation of REIT tax compliance calculations and adherence to the REIT regulations of the Internal Revenue Code
· Responsible for the REITâs E&P Projections · Identify tax savings and other value-add taxation initiatives · Responsible for property tax functions.
· Responsible for the supervision of audits of federal and state income tax and state and local filings.
· Supervise professional service providers.
· Liaison with investors regarding their tax estimated and K-1âs
· Liaison with operating management on tax issues and accounting staff on tax accounting issues.

Knowledge, Skills & Qualifications:

· Bachelorâs Degree (B.S.) in Accounting. Masterâs Degree in Business Taxation preferred.
· JD and/or CPA preferred.
· Eight years of related experience with at least 5 years in a public accounting firm.
· Thorough knowledge of REIT taxation rules and regulations
· Thorough knowledge of real estate partnership taxation
· Ability to research technical issues
· Ability to identify tax savings initiatives
· Ability to handle and maintain sensitive information with the highest level of confidentiality.
· Organized, detail-oriented and flexible to handle a wide variety of assignments under deadline pressure.
· Excellent oral and written communication skills including ability to communicate effectively with all Company departments.
· Motivated and hard-working professional with commitment to continuous improvement.
· Ability to coordinate and perform multiple tasks simultaneously.
· Self-starter and leader with ability to work within a fast-paced, dynamic, team-oriented environment.
· Working knowledge of Microsoft Excel, Word and PowerPoint.

Company offers competitive salary and full benefits package.

]]> Sat, 20 Apr 2019 00:00:00 PDT 0 <![CDATA[Non Profit Tax Manager]]> Tax Manager

JOB DESCRIPTION

A growing public accounting firm is seeking an experienced Tax Manager to lead and manage multiple tax engagements, ensuring the delivery of quality tax services to firm clients. The ideal candidate for this position will have extensive experience in tax matters in a public accounting setting. This position offers great opportunities for advancement, including partnership opportunities for the right individual.

Job Responsibilities

Prepare and review federal and state income taxes for firm clients, to include: individuals, partnerships, businesses, and exempt organizations.
Work closely with the audit engagement team and client personnel to address complex tax and accounting issues.
Build new and existing client relationships by demonstrating in-depth knowledge of client businesses and subject matter expertise in their accounting and tax needs.
Conduct an extensive tax research
Prepare internal memoranda, written correspondence/guidance, and other documents.
Manage multiple client workloads, including budget and production goals.
Participate in the management of tax department work flow and staffing matters.
Train and mentor other tax staff and conduct regular reviews of work product.

Job Requirements

Bachelor's Degree in Accounting, Masterâs Degree in Taxation or pursuing such a degree preferred.
CPA Certification.
5+ years of public accounting tax experience, preferrably servicing non-profit clients
2+ years of supervisory experience.
Extensive knowledge of Forms 990, 5500.
Proficiency in paperless tax software (preferably ProSystem fx Tax) and CCH Engagement.
Excellent interpersonal, oral, and written communication skills.

]]> Tue, 16 Apr 2019 00:00:00 PDT 0 <![CDATA[SENIOR TAX SPECIALIST]]> SENIOR TAX SPECIALIST

DESCRIPTION

International and M&A Tax Specialist with multiple tax responsibilities including the following:

• Serve as a key contributor and adviser for the Tax Department on M&A related matters including due diligence, risk assessment and integration activity for acquisitions, divestitures, joint ventures and investments.
• Advising on corporate income and indirect tax consequences of new business operations or opportunities in assigned regions.
• Provide support for various aspects of the Company's financial reporting requirements for income taxes (ASC 740).
• Provide support for the Company's US international compliance tax filings and develop new process efficiencies.
• Research new tax laws (international and domestic) and advise on implications to the Company.

Qualifications

Bachelor's degree and typically 10 or more years' related work experience, a Master's degree and typically 8 or more years' related work experience or an equivalent combination of education and experience.

Required Qualifications:

Bachelor's Degree

3+ years in corporate income tax

3+ years working experience in Microsoft Excel (i.e. formulas, pivot tables, linking worksheets)

Preferred Qualifications:

Public accounting experience

Understanding of US international tax rules

Project management

Experience working with senior level management

]]> Fri, 12 Apr 2019 00:00:00 PDT 0 <![CDATA[Tax Manager]]> Tax Manager

Job Summary

Excellent opportunity for a Tax Manager, with a minimum of five years of tax experience, who brings solid theoretical skills and a love for learning. Our 37 person, and growing, entertainment Business Management Firm has significant exposure to complex and international clients. You would be joining a three person business management tax practice that is complimented by three tax practitioners who service our non?entertainment high net worth clients.

Responsibilities and Duties

Your job will include, but is not limited to, the following responsibilities:

· Leading and managing multiple tax engagements that integrate tax efficiency with long?term tax planning strategies.

· Presenting federal and state income tax returns and explaining tax strategies to our engagement team and often our clients.

· Working with all types of business entities including corporations (C, S, LLC), partnerships, trusts, estates, fiduciary, exempt organizations and foundations.

· Identifying industry/client tax planning opportunities and issues.

· Facilitating complex tax research, working with outside tax specialty law firms and establish tax strategies in response to client business opportunities.

· Advise regarding IRS and state issues, and respond to correspondence and audits.

· Management of multiple clients, monitoring budgets and production goals.

· Correspondence with the client(s), and preparation of internal memos.

· Primarily reviewing tax returns and sometimes preparing tax returns when appropriate.

· Assisting with interim tax projections and year end closeouts.

· Handling tax notices, property tax situations, sales and use tax audits, business tax audits, etc.

· Implementing tax advice to respond to new legislation and planning.

· Providing supervision, training, mentoring and guidance to Tax staff.

· Providing administrative assistance with the Manager of the Tax Department.

Qualifications and Skills

Job Requirements:

· Licensed to practice as a CPA in California

· BA Degree· Tax Experience with a Big 4, Regional or large local CPA Firm.

· Significant experience with pass?through entities (Partnerships, LLCâs, and S Corps)

· Minimum of 5 yearsâ experience in public accounting, with at least 2 yearsâ experience in a supervisory or management role

· Strong tax preparation and detailed review experience.

· In depth knowledge and experience of tax concepts related to individuals, corporations, partnerships, estate sand trusts with a willingness to continue your tax knowledge growth with our company funded education program.

· Tax research skills, consultation and advice.

· Proficient with CCH ProSystem FX Tax and ProSystem Engagement or comparable systems.

· Great time management and motivational skills.

· Strong verbal and written communication skills, as well as skilled in problem solving and organization.

· Works well within a team environment.
]]> Tue, 26 Mar 2019 00:00:00 PDT 0 <![CDATA[Accounting & Finance Recruiter - Remote ]]> REGAL EXECUTIVE SEARCH

ACCOUNTING / FINANCE RECRUITER

REMOTE

Company Description

Regal Executive Search is seeking an experienced Finance/Accounting Recruiter.

The Finance/Accounting Recruiter will be responsible for the successful placement of accounting and finance professionals and executives with client companies, and must be experienced in the field, with the desire to network and build relationships with prospects, clients and candidates at the local and regional level.

The successful candidate must thrive on the “thrill of the hunt” for new business, with a proven track record of success developing revenue through a consultative approach, and where compensation will tie directly to successful performance.

Responsibilities

Direct & manage full cycle recruiting efforts including talent sourcing, candidate evaluation & screening, interview process, offer negotiations, close process & new hire on boarding
Daily Interaction with Clients
Heavy Telephone production
Explore Social Media Business channels
Direct Sourcing and Recruiting of Candidates
Consult with Accounting and Finance candidates to best represent their Career Goals & Interests
Consult with hiring managers to determine their talent staffing needs
Conduct interview screening process following firm guidelines & legal

Requirements Qualifications

Minimum 3-5 years of recruiting experience required within the accounting & finance space
BA/BS degree required
Demonstrate strong relationship recruiting skills & ability to cultivate diverse candidate pool within the accounting & finance space
Recruiting expertise within the accounting & finance space with mid to high level candidates ranging from Accounting Manager to CFO level
Established network of business or finance and accounting clients required.
Ability to execute a successful sourcing strategy & maintain strong professional network as a recruiter
Demonstrate a full range of sourcing techniques including internet sourcing, networking, job boards, referrals & personal network
Outstanding communication & interpersonal skills
Ability to work independently & autonomously yet within the boundaries of a remote corporate environment
Proven track record of recruiting or, alternatively, a strong sales background.
Proficient with Microsoft Office tools including Word, Outlook & Excel
Expertise with databases & applicant tracking systems (Bullhorn)

Additional Information

All your information will be kept confidential according to EEO guidelines]]> Thu, 21 Mar 2019 00:00:00 PDT 0 <![CDATA[Bookkeeper]]> Bookkeeper

OUTSTANDING OPPTY FOR A BOOKKEEPER TO JOIN AN EXCEPTIONAL CPA FIRM

compensation: OUTSTANDING COMPENSATION PACKAGE INCLUDING GENEROUS BENEFITS

If you're a seasoned, energetic and smart bookkeeper, we want you to join our rapidly growing firm.

When you come for your interview, you'll find out first-hand why we have the best staff retention in the profession - we treat our people like family.

Nice offices in Century City, warm supportive atmosphere, excellent benefits, challenging work assignments and opportunity for growth.

Must know QuickBooks, payroll taxes, and Microsoft Office. Datafaction experience preferable but not a requirement. Must have experience with bank rec, payroll, JEs, and credit card reconciliations. Excellent written and oral communication skills needed. Must be a self-starter and work well independently.

Job Type: Full-time

Benefits offered:

Dental insurance
Health insurance
Retirement benefits or accounts

]]> Wed, 20 Mar 2019 00:00:00 PDT 0 <![CDATA[Full Charge Bookkeeper]]> Full Charge Bookkeeper

Job Description

Seeking a motivated Full Charge Bookkeeper with expert-level knowledge of QuickBooks to join the team. The Full Charge Bookkeeper will be responsible for the following:

• Primarily working with QuickBooks and QuickBooks Online on client accounts.
• Manage and review general ledger
• Client Payroll
• Prepare 1099âs and W-2âs for clients
• Assists CPAs on client projects

Requirements

We are seeking a Full Charge Bookkeeper with both excellent people and technical skills that possesses the following qualities:

• Minimum of two years accounting or bookkeeping experience including payroll, general ledger and financial reports
• High level expertise with QuickBooks and QuickBooks Online required
• Excellent written and oral communication skills
• Strong knowledge of Excel
]]> Fri, 15 Mar 2019 00:00:00 PDT 0 <![CDATA[Audit Manager]]> Audit Manager

Currently seeking an experienced Audit Manager to join our team in West LA

As a full-service Southern California accounting firm, we attract some of the best candidates, many of whom come here to make a lifelong career. We are also a highly sought "environment" for seasoned professionals. We offer a casual dress atmosphere with a first-rate compensation package.

Job Function Overview:

An Audit Manager will plan and monitor large accounting engagements involving audited financial statements. He/she will perform risk analysis in the planning and execution of audits as well as analyze and research assignments involving materiality and interrelationships of statements. On behalf of our domestic and international clients, the Audit Manager will:

Review and analyze internal control methods and processes
Prepare audit programs and financial statements
Prepare management letters and develop cost-efficient financial reporting processes
Review the work of other client service staff for accuracy and determine training and developmental needs
Depending on the engagement, the Audit Senior Associate may supervise up to two other accountants.

Requirements:

Bachelorâs degree in Accounting, Finance, Business, or related equivalent
7+ years of accounting experience for a public accounting firm or industry experience
Working knowledge of accounting practices and principles in at least one of the following industries: real estate, construction, manufacturing, automotive, retail, technology, apparel and textiles, entertainment, importing/exporting, hospitality, and not-for-profit
Self-starter with strong organizational, interpersonal, written, and verbal communication skills who can interact with all levels of the organization, both internally and externally
Integrity within a professional environment and a dedication to teamwork and leadership
CPA certification or in progress is a plus.

Benefits:

We have assembled a competitive compensation package to reward our employees for their efforts, commitment, and expertise which includes:

Medical, dental, vision, life, and disability insurance
Minimum 22 personal days off and 7 paid holidays for our client service staff
401(k) and other benefit plans
Paid training opportunities and continuing professional education
Reimbursement for CPA review courses
Reimbursement for professional membership fees
Rideshare reimbursement

]]> Fri, 15 Mar 2019 00:00:00 PDT 0 <![CDATA[Personal Tax Associate]]> Personal Tax Associate

Are you a personal tax professional looking to make a genuine impact within a growing personal tax function?

Would you like to provide advisory services for a wide range of high and ultra-high net worth clients?

Apply now to this Personal Tax Associate role

The role

You will provide assistance to Directors/Principals/Partners on your portfolio and ad hoc advisory and transaction work in relation to a range of clients including private equity partnerships and executives.

Your main responsibilities will be:

• Day to day tax compliance affairs of clients and related communications involved with related advisory matters
• Review of work prepared by more junior members of staff
• Liaise with HMRC
• Manage a portfolio of clients including control of financial billings and cash collection within the firm's criteria, ensuring assignments are completed within the agreed scope
• Identify risk and technical matters, whilst exercising judgement within agreed parameters
• Ensure that the firm's quality control procedures are adhered to as appropriate
• Participate in bids/proposals for new work as requested
• Show an emerging ability to recognise business development opportunities and work with the client team to develop these when they arise

What do you need?

• At least 2 years experience
• Maintain an in-depth, up to date, knowledge of personal tax
• Ability to manage a small client portfolio
• Educated to degree level, and/or CTA qualified
• Demonstrable post qualified experience
]]> Wed, 13 Mar 2019 00:00:00 PDT 0 <![CDATA[Tax Consultant]]> Tax Consultant â Film Team

A a very new, unique and enviable position within the area of film taxation. Due to our expertise and reputation, we are asked to act for the key talent on circa 90% of major US studio feature films that are commissioned for production in locations outside the US. Our specialism is ensuring that actors, directors and other key personnel meet their international tax obligations and operate in the most tax efficient way possible.

As a result of our ongoing success, we have created a new position for a Tax Consultant within the film team.

The work will involve:

Preparing applications to HMRC for key talent entering the UK.
Assisting in advising key talent on structuring their involvement in film projects.
Reviewing the implications of tax laws in other jurisdictions relevant to a project.
Assisting in advising on contractual matters from a tax perspective.
Preparing tax forecasts and completing the UK Tax Returns for key talent.
Researching future projects and active involvement in generating new work.

Preparing applications to HMRC for key talent entering the UK.
Assisting in advising key talent on structuring their involvement in film projects.
Reviewing the implications of tax laws in other jurisdictions relevant to a project.
Assisting in advising on contractual matters from a tax perspective.
Preparing tax forecasts and completing the UK Tax Returns for key talent.
Researching future projects and active involvement in generating new work.

This really is a very rare opportunity to learn a skill-set that few others have within the profession and deal with the affairs of prominent persons within the entertainment industry.

Enquiries or Applications should be sent (with a covering letter and CV)
]]> Wed, 13 Mar 2019 00:00:00 PDT 0 <![CDATA[Business Management Tax Accountant]]> Business Management Tax Accountant

Our Business Management Accountants are actively engaged in managing their clientsâ daily financial and personal affairs including accounting and financial planning, insurance review, real estate transactions, and income and estate tax planning. They will also learn the skills necessary to become the primary team member to handle unique projects that include personal and business staffing, marriage and divorce planning, and car/plane/yacht purchases. These examples only scratch the surface of what our Accountants do during the course of a day.

Qualifications and requirements:

·        CPA and/or Master of Taxation is preferable.

·        4-5 years of experience in tax and financial planning for individuals, corporations, LLCâs and pass through entities.

·        The ability to handle multiple interruptions and adjust priorities throughout the day.

·        Excellent communication skills.

Business Management Accountants are a special type of accountant: they thrive on the challenge of working with multiple clients, they are calm during client emergencies, they are able to adapt to challenging personalities, and they enjoy being a solid figure in their clientsâ lives. If you are that person, we would love to have you as part of our team.
]]> Wed, 13 Mar 2019 00:00:00 PDT 0 <![CDATA[Business Management Manager]]> Business Management Services Manager

Position and Job Function Overview

We are currently seeking a Manager to join our Business Management/Business Services team in West LA. The candidate is responsible for provide and/or review quality business management services to clients while maintaining their day-to-day activities including, but not limited to, comprehensive bookkeeping, payroll, bank reconciliations, financial statements, and effective communication.

We are looking for a professional that excels in troubleshooting and prioritizing tasks. The candidate must be a confident self-starter that is organized, dedicated, and flexible with day-to-day work activities.

Requirements

6 â 8 years of business management experience. Some public accounting firm experience preferred.
Capacity for heavy contact with clients as well as their employees and vendors.
Ability to handle sensitive information and the use of sound judgement.

Strong technical skills pertaining to business management, full-charge bookkeeping, and accrual accounting through financial statement preparation.

Experience with payroll, bank reconciliations, cash management, preparation of tax packages, cash flows, reporting and general ledgers, year-end processing, reports, close outs and sales tax compliance.

Perform various accounting analysis of general ledgers, financial statements, and similar records.

Ability to track income in accordance with contracts, agreements, performances.

A demonstrated ability to work independently, prioritize, manage multiple engagements and communicate directly with clients. Respond promptly to client requests.
Computer skills expertise in Datafaction, QuickBooks, Word, Excel and Outlook. Strong troubleshooting knowledge.
Excellent problem-solving, organizational, verbal and written communication skills with clients and team members.

Ability to mentor and train junior team members.
Associate or bachelorâs degree in accounting a plus.
Overtime required during busy season.

We have assembled a competitive compensation package to reward our employees for their efforts, commitment and expertise. Salary is commensurate with experience. We also offer a business casual atmosphere with our first-rate compensation package:

Medical, dental, vision, life and disability insurance
401(k) and other benefit plans
Generous PTO and Holiday Policy
Rideshare reimbursement

]]> Wed, 27 Feb 2019 00:00:00 PST 0 <![CDATA[Corporate Tax Partner]]> Corporate Tax Partner

Description

Our client is a fast-growing regional accounting firm, they are looking for an entrepreneurial Corporate Tax Partner with ASC 740 expertise to join their team.

The Tax Partner will utilize their technical expertise in taxation, leadership skills, and service mindset to focus on clients in the San Francisco Bay Area.

The Tax Partner must possess the analytical skills necessary for the effective diagnosis, development, and implementation of solutions to clients' tax needs. With the support of the firm, the Tax Partner will have the opportunity to pursue creative approaches to resolve client issues. The Tax Partner will have deep and meaningful relationships within the San Francisco Bay business community, will have a track record of developing new business, and the ability to leverage trusted relationships.

You will have an important role in developing and mentoring our people. With your coaching, you will be instrumental in helping these individuals achieve rewarding careers and developing them into future leaders.

Qualifications

Bachelor's degree in Accounting and CPA or JD
Must have 10 - 15 years in public accounting with experience in corporate federal tax compliance and tax consulting
Multiple Industry experience
ASC 740 expertise
Proficient in corporate taxation; individual and partnership a plus
Previous experience supervising and training Staff and Seniors preferred
Provides training, leadership, recognition, and administrative direction to motivate and develop team members.
Completes performance reviews.
Must be highly motivated and experienced in managing multiple client engagements
Must begin to attain visibility and recognition within their industry specialization
Reviews work on client engagements to insure firmâs quality control procedures are followed.
Understands economics of the firmâs practice. Has direct client billing responsibility.
Supports the management with decisions pertaining to policies and procedures and brings that support to the team.
Accepts other administrative and supervisory responsibilities, including recruiting and leading professional development conferences as required.
Has advanced grasp of theory with ability to explain and teach staff.
Stays current on technical and regulatory issues.
Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)

Required

Bachelors or better in Accounting or related field.

Preferred

Juris Doctorate or better in Taxation or related field.
Master of Laws (Taxation) or better in Taxation or related field.
Master of Science in Taxation or better in Taxation or related field.

]]> Wed, 20 Feb 2019 00:00:00 PST 0 <![CDATA[Senior Financial / Cost Analyst]]> Senior Financial / Cost Analyst

Responsible for the finance, accounting, cost, operating expense budgets & business mgmt functions for facility operations & real estate functions. NFS finance/cost activities include data collection, reconciling expenditures against commitment, updating & ensuring data accuracy in project tracking system, financial analyses & cost forecasting, facility & capital project team's operating expense budgets; developing & implementing project financial standards & procedures; reviewing the project work breakdown structure, ensuring cost forecasts are consistent w/ established & documented project control basis (scope, work plan, schedule); analysis & reporting project cost variances, maintaining & reporting project cost forecast in accordance w/ work breakdown structure, tracking project cost movement, & providing progress reports; providing project cost forecast input to region capital planning process; submitting qualifying documents to Property Accounting dept for capitalization, verification of available budget for commitment, verification of DOA for commitment & expenditures, & providing financial & accounting support for acquisition, disposition & maintenance of land & facilities.

Essential Functions:

• Primary focus for the senior level is to lead a team or NFS function performing the day to day NFS Finance & Accounting activities
• Reviews project financial data input to the project mgmt/accounting systems for accuracy & compliance to policy
• Coordinates project accounting information (opening, completion potential impairments etc.) w/ Regional Property Accounting
• Develops budgets, forecasts, analyzes, & monitors operating costs & expense budgets
• Leads and/or coordinates the analysis & review of cash forecasting reporting, in conjunction w/ the NFS Mgmt & Regional Planning depts
• Reviews financial aspects of contracts & pay applications/invoices
• Identifies & analyzes activities (project capitalization, impairments, etc.) that may impact regional financial results & effectively communicates them to the financial leads region
• Prepares and/or reviews key mgmt cost reports, i.e. Main Loan Fund Mgmt Accountability Report (MMAR)
• Identifies & manages cost trend data & schedule impacts & brings to attention of Project Manager & NFS Team
• Resolves invoicing issues w/ vendors, contractors & professional services providers. Support negotiations as compliant to requirements
• Prepares accruals & journal entries for month end close on operating costs; researches unusual variances during month end close
• Works on assignments of diverse & complex scope
• Interprets less defined guidelines to make recommendations for process improvements and/or enhancements
• Requires complex planning to coordinate w/ other depts or resources
• Responsibilities impact the achievement of key functional, NFS, and/or objectives that have direct & significant business impact
• Contributes to the achievement of the dept's objectives
• Erroneous decisions or recommendations could result in the inability to reach functional & NFS objectives & negatively affect expenditures & resources
• Involves interpreting & analyzing established concepts & trends
• Exercises considerable judgment to make decisions for less defined & complex issues
• Requires complex decision-making
• Develops solutions to a diverse range of complex problems, which require creativity & innovation w/in broadly defined policies & practices
• Assume other duties as directed

Qualifications:

• Minimum six (6) years of financial or project controls experience including two (2) years in architectural, design, contracting, and project management or construction environment.

Education

• Bachelor's degree in accounting, finance, business or construction management discipline, OR four (4) years of experience in a directly related field.

• High School Diploma or General Education Development (GED) required.

License, Certification, Registration

• N/A.

Additional Requirements:

• Understanding of the accounting for construction work in progress and the capitalization requirements of generally accepted accounting principles.

• Strong analytical and systems skills to include proficiency in PC based applications (Excel and Access including advanced functions such as graphics, pivot tables, macros and database management.

• Understanding of accounting for leases (specific to Facility, Clinical Technology or Real Estate operations).

• Must be able to work in a Labor/Management Partnership environment.

Preferred Qualifications:

• Minimum two (2) years in a lead financial analysis and/or accounting role preferred.

• MBA preferred.

• Certified Management Accountant (CMA) or CPA preferred.
]]> Sun, 17 Feb 2019 00:00:00 PST 0 <![CDATA[Tax Associate]]> Associate - Tax Services

Description

What we are looking for â

As a member of the Tax Services Team, the Tax Associate is primarily responsible for providing tax compliance support in the delivery of U.S. (federal and state) income, gift, and estate tax services to our clients. This person will work very closely with other Tax Services, Wealth Management, Estate Planning, and Investment Operation personnel in preparing tax-related deliverables for our clients. Successful candidates for this position will appreciate working in a comprehensive wealth management environment. Occasional travel and periodic after-hours work will be required.

You will â

Prepare individual, fiduciary, and partnership income tax work papers and returns.
Prepare corporation and non-profit organization income tax work papers and returns.
Prepare gift and estate tax work papers and returns.
Prepare payroll tax work papers and returns.
Prepare income tax projections and estimated tax payment vouchers.
Prepare and review client financial statements.

You have â

Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment.
Team Player attitude
Good organization skills and attention to detail.
Strong computer skills including proficiency in Microsoft Excel and Word

We want â

Bachelorâs degree in accounting, finance, or related field is preferred.
Some solid tax preparation experience preferred.
TEAM PLAYER ATTITUDE

]]> Tue, 05 Feb 2019 00:00:00 PST 0 <![CDATA[Tax Manager - Tax Director]]> Tax Manager - Tax Director

Technical skills are necessary to assist in all tasks associated with tax engagements, including the mentorship and training of Tax Staff.
In-depth, first-hand knowledge in a wide range of industries (specifically multi-state, International & real estate).
Assist clients by providing a full spectrum of individual, corporation, and pass-through entity tax services including planning, research, and compliance.
Must be knowledgeable in Federal Tax compliance and planning.
Supervise assignments by staff tax professionals

]]> Wed, 30 Jan 2019 00:00:00 PST 0 <![CDATA[Unit Controller 3]]> Controller
Overview
Seeking a detail oriented Unit Controller 3 with strong financial analysis skills to manage the financials and accounting for a multi-outlet client account- a well known concert location in Hollywood. Total managed annual food & beverage revenues are approximately $14 million. The location offers exceptional food services that range from fine dining in our premium restaurants to grab and go at our concessions. Providing an unforgettable guest experience is our focus.

The Unit Controller 3 is responsible for the accounting, financial analysis and corporate revenue reporting functions for this location. This position executes the accounts receivable process from contracting thru collections, enters weekly accounts payables, POS reporting, produces weekly financial reconciliation, investigates and corrects variances as needed and provides the operations team with ad hoc financial analysis to aid in managing the business. The controller works closely with the General Manager to analyze month-end reporting, provide variance explanations and corrective action plans as needed, annual budgeting and monthly re-forecasting.

This position requires excellent organizational skills, a high degree of integrity and accountability along with a strong desire for transparency. Excellent communication, interpersonal and team-building skills are also required. The ideal candidate will have a financial background with contract management, preferably food services, in a progressive and fast paced environment. This is a Hands-On in Unit Controller role.

The location is world famous and considered as one of the best concert venues in the world. It is considered the mecca for summer music in Southern California. It is also a public park and picnic ground.

There is one catch you Must love Loud Music!

Qualifications

Basic Education Requirement â Associate's Degree

Basic Functional Experience â 2 years in accounting, finance or a related field

Sodexo is an EEO/AA/Minority/Female/Disability/Veteran employer.
Responsibilities
Manages all accounting and financial matters for large multi-size national account or a large complex single location account
Key Duties
- Examine Unit financial records to verify details of recorded transactions. Examine financial records to verify details of recorded transactions. Analyze and interpret budgeting trends.
- Assist in the implementation of corrective action plans developed during an audit. Assist in the monthly/quarterly/year-end close process to ensure accuracy and integrity of results at the unit/district/region/division level. Plan or assist in planning annual or project-specific budgets
- Generate special reports and respond to data requests from management. Prepare and review reports and other written documentation. Actively listen to concerns and requests of customers and strategic partners, which helps to identify their needs and requirements and to resolve their problems.
- Perform unit audits. Perform ad hoc financial analysis for Unit/District management. Participate in the audit process, including assisting in identifying and resolving audit-related issues.
- Conduct training on internal controls. Train accountants and field in contract interpretation, accounting procedures, system applications, and other areas
- Provide Unit management with recommendations for action and/or modifications to financial procedures, plans, and controls. Provide support to GM's/DM's/RVP's/DVP's in order to ensure accurate results and help improve profitability. Provide support in resolving client billing issues, and managing and collecting receivables.
- Ensure accuracy and timeliness of financial data and statistics, including operating and administrative budgets. Ensure that assets, liabilities, revenues, and expenses for responsibility area are accurately reported and accounted. Ensure audits address areas of concern relative to the goals, performance objectives, and impact of economic, financial, and managerial programs in conformance with Company policies and procedures.
- Interact with Buffalo FSC and clients to resolve invoicing and payment/remittance issues.
- Maintain records and reports necessary to comply with Company, government, and accrediting agency standards, regulations, and codes.
- Driving the zero harm mindset
]]> Tue, 29 Jan 2019 00:00:00 PST 0 <![CDATA[Tax Administrator]]> Tax Administrator

Looking for a Tax Administrator to assist the tax department personnel. The Tax Administrator provides administrative support to the Tax Department, including assembly of tax return packages, e-file processing and tax engagement letters. This position requires exceptional attention to detail, the ability to work with minimal supervision, strong communication skills, and the ability to prioritize tasks to complete detailed projects within strict deadlines.

Responsibilities

Assemble tax return packages for client/government filings, including e-filings.
Manage, organize and update relevant data using database applications.
Maintain and track the extended returns and mark returns completed and roll them to next yearâs due date.
Collect weekly backlog reports from tax staff and prepare tax department schedules for weekly meeting.
Tax engagement letter preparation and tracking.
Process and mail year-end tax documents to clients, including tax engagement letters, and tax organizers.
Arrange and participate in meetings, conferences and project team activities.
Train other non-tax administrative personnel on key tax procedures.
Prepare correspondence in document management system, Go-File-Room.
Organize and order all tax department forms, and related supplies.
Manage the offsite storage (Iron Mountain).
Enter tax software charges to the billing system for tax clients.
Perform general clerical duties to include but not limited to copying, mailing and filing.
Other duties as assigned.
Provides backup for reception as needed.
Provides reception lunch coverage as scheduled.
Provides backup administration in other offices.
Provides support to Partners as needed.
Maintain tax department calendar.

Qualifications

Ability to communicate effectively at every level of the organization.
Excellent written and verbal communication skills.
Exceptional organization skills and attention to detail.
Three to four years of administrative experience, preferably in a professional services environment.
Bachelorâs degree preferred.
Excellent Word, Excel, Outlook and PowerPoint skills.

]]> Fri, 25 Jan 2019 00:00:00 PST 0 <![CDATA[Tax Manager]]> Tax Manager

Top entertainment business management firm is seeking an experienced Tax Manager. The primary responsibility of this role is to oversee client service work in the areas of business management and taxation.

Responsibilities

Preparation and review of complex, multi-state tax returns (individual, S corporation, C corporation, partnership, estate and trusts)
Stay abreast of changing state and federal laws, policies, economic/political climate which may affect clientsâ finances
Supervise and review staff accountantâs preparation of moderately complex tax returns
Conduct tax research and multi-jurisdictional planning
Act as a coach and trainer to develop staff members into efficient and effective client team members, and address performance issues and concerns as needed
Assist partners in identifying and onboarding prospective clients

The Successful Candidate With Possess The Following Qualifications

6+ years of experience in accounting and taxation for high net-worth individuals
Excellent communication skills (in person, on the phone, and via email)
Sense of urgency and demonstrated ability to follow through
Commitment to professionalism and accuracy
Bachelorâs degree in finance or accounting; Masters in taxation preferred
Active CPA license highly preferred
Experience with Datafaction and GoSystems software is highly preferred
Prior exposure to royalties, touring services, music publishing and record label administration is highly preferred
Salary is competitive based on experience. Comprehensive benefits package includes: Medical, Dental, Vision, Wellness, 401(k) and Profit Sharing. We offer a diverse and employee-friendly environment with great work/life balance. Interested candidates should submit their resumes for consideration.
]]> Tue, 22 Jan 2019 00:00:00 PST 0 <![CDATA[Tax Manager]]> Tax Manager

Top entertainment business management firm is seeking an experienced Tax Manager. The primary responsibility of this role is to oversee client service work in the areas of business management and taxation.

Responsibilities

Preparation and review of complex, multi-state tax returns (individual, S corporation, C corporation, partnership, estate and trusts)
Stay abreast of changing state and federal laws, policies, economic/political climate which may affect clientsâ finances
Supervise and review staff accountantâs preparation of moderately complex tax returns
Conduct tax research and multi-jurisdictional planning
Act as a coach and trainer to develop staff members into efficient and effective client team members, and address performance issues and concerns as needed
Assist partners in identifying and onboarding prospective clients

The Successful Candidate With Possess The Following Qualifications

6+ years of experience in accounting and taxation for high net-worth individuals
Excellent communication skills (in person, on the phone, and via email)
Sense of urgency and demonstrated ability to follow through
Commitment to professionalism and accuracy
Bachelorâs degree in finance or accounting; Masters in taxation preferred
Active CPA license highly preferred
Experience with Datafaction and GoSystems software is highly preferred
Prior exposure to royalties, touring services, music publishing and record label administration is highly preferred
Salary is competitive based on experience. Comprehensive benefits package includes: Medical, Dental, Vision, Wellness, 401(k) and Profit Sharing. We offer a diverse and employee-friendly environment with great work/life balance. Interested candidates should submit their resumes for consideration.
]]> Tue, 22 Jan 2019 00:00:00 PST 0 <![CDATA[Senior Tax Manager]]> Senior Tax Manager

Summary

Full service regional accounting firm with offices in multiple states growing quickly seeks an experienced tax manager offering 2 â 3-year partner track

Requirements

8 + yearsâ experience in an accounting firm

Active CPA license

Experience managing an audit team

Business development skills are a must

Book of business is preferred but not required

Able to work in a paperless office

]]> Wed, 16 Jan 2019 00:00:00 PST 0 <![CDATA[Manager - Wealth Management]]> Manager - Wealth Management

Description

What we are looking for â

We are looking for a talented manager to support Directors on certain Family Office client service teams and, in time, lead an increasing number of client relationships, as well as manage most day-to-day aspects of client engagements. The position requires self-starters who take responsibility for their work, are team players who will thrive in a fast-paced environment, and demonstrate the ability to set priorities among a variety of tasks and an occasionally heavy volume of work.

You will â

Manage most day-to-day aspects of client engagements as a member of a client service team.
Develop, document and implement a clientâs overall integrated wealth plan with the other departments of Family Office Services including Investment Advisory, Investment Operations, Tax Services, Strategic Planning, and Expense Management.
Coordinate bringing proactive planning opportunities to clients that enhance their overall plan with the other departments within Family Office Services.
Perform high level reviews of the risk management posture of clients and supervise work with outside vendors to develop and implement insurance programs (life, property and casualty, health, long term care and disability).
Supervise and co-ordinate the preparation of meeting materials, including agendas, planning analyses, and investment materials.
Prepare summary emails following client meetings, clarifying understandings and outlining steps for implementation.
Draft summary emails following client meetings, clarifying understandings and outlining steps for implementation.
Manage meeting follow up, including coordination of internal and external (e.g., CPA, estate planner, insurance agent) resources; responsible for making sure everything gets done.
Initiate and respond to emails and phone calls (to/from clients and their other advisors) in a thorough and timely manner (within 24 hours).
Other duties as assigned.
Actively participate in business development efforts, including building referral network and actively participating in prospect meetings.

You must have â

Sophisticated understanding of estate planning techniques, executive compensation, income taxation, company-granted stock compensation, deferred compensation techniques, and retirement planning.
Supervise the preparation of meeting materials, including agendas, planning analyses, and investment materials.
Prepare summary emails following client meetings, clarifying understandings and outlining steps for implementation.

We want â

CPA with tax compliance and tax planning experience with Ultra High New Worth Individuals
Certified Financial Planner designation. If not currently held, the successful candidate must be willing to pursue this designation after commencing employment.
Bachelor's degree required. Prefer Accounting, Finance, Law, Economics and/or significant experience in a related field. Graduate degree, EA and / or CPA designation highly desirable.

]]> Wed, 16 Jan 2019 00:00:00 PST 0 <![CDATA[Tax Senior or Tax Manager - Trusts & Estates]]> Tax Senior or Tax Manager - Trust & Estate

Job description

If you are:

A highly dedicated professional with impressive credentials and driven by new challenges and growth opportunities
A team player who believes in providing world-class client service and interested in becoming immersed in various industries
Looking for a work environment that values and promotes camaraderie, collaboration and giving back to the community

We offer:

Endless opportunities to contribute to the firm in the US
A unique culture that values collaboration in everything we do
A team of professionals driven by a sense of excellence, integrity, commitment to lifelong learning, respect for one another, adaptability, and making a difference
A network of 2,700 professionals committed to a diverse and inclusive workplace and giving back to the communities in which we live and work
Varied career paths supported by strong professional development programs and resources
A flexible work environment with competitive benefits

The Tax Senior or Manager will work predominately with our trust and estate clients, as well as high net worth individuals. This position offers opportunity for advancement, while providing an opportunity for you to demonstrate your expertise in tax research, tax planning, preparation and review of complex 1040, 1041, 706 and 709 returns. In addition, to succeed in this role you will:

Review complex gift, estate and fiduciary income tax returns;
Review fiduciary accounting for trusts and estates;
Provide tax planning and consulting to high net worth clients for estate and individual income taxes;
Research and consult on various estate, gift and trust related issues, such as trustee and beneficiary issues, Crummey obligations and generation skipping tax issues;
Help generate opportunities within existing clients, as well as meeting with and pursuing new clients; and
Have responsibility for managing all aspects of client relationships.

Required Skills:

Bachelor's degree in Accounting; Master's in Tax is a plus
CPA, LLM or JD is preferred
Minimum of 5 years of progressive tax experience with trusts and estates, as well as high net worth clients
Minimum of 2 years of supervisory experience, preferably in a public accounting firm
Strong tax research skills
Ability to lead, manage and develop staff in a highly interactive team environment
Excellent communication and presentation (verbal and written) skills
]]> Sat, 12 Jan 2019 00:00:00 PST 0 <![CDATA[Audit Senior - Audit Supervisor ]]> Audit Senior - Audit Supervisor

Responsibilities:

We are looking for a bright and motivated audit senior and/or audit supervisor to join our team. As part of our team, youâll have the opportunity to work on audits and reviews of companies and employee benefit plans of various sizes and industries. Most of the work is local. Youâll work with a team of people that care about your professional development and work-life balance. As an audit senior/supervisor, your responsibilities will include:

Running attest engagements from beginning to end under the supervision of partners (planning, budgeting, fieldwork, reporting).
Supervising staff (delegating tasks, on-the-job training, reviewing work, providing feedback, assessing performance).
Managing multiple engagements and contributing to team environment.
Communicating and building relationships with clients.
Researching accounting and auditing matters.

Qualifications/Requirements:

As a result of significant difficulties with current immigration laws, we are only accepting domestic applicants at this time.
Minimum of 3 years of public accounting experience in attest.
Experience with in-charging audit engagements.
Strong understanding of U.S. GAAP and GAAS.
Excellent verbal and written communication skills.
Energetic work ethic and desire/ability to learn.
Ability to organize, prioritize, and delegate.
Capable of working both independently and as part of a team.
Adept with Excel and Word.
Bachelorâs (or advanced) degree in accounting.
Have or are working toward CPA certification.
Experience with ProSystem fx Engagement and PPC a plus.
Experience with IDEA or other data analytics software a plus.

Compensation:

Competitive, based on experience and ability.

Benefits:

Performance bonus program
Health, dental, and vision insurance.
Employer match on 401k contributions.
CPE and CPA renewal fees paid for.
Discounted rates for CPA review courses.
Bonus upon passing all four sections of CPA exam.

]]> Fri, 11 Jan 2019 00:00:00 PST 0 <![CDATA[Tax Senior - Trusts and Estates]]> Senior Tax - Trusts and Estates

POSITION SUMMARY

Our firm is currently assisting a CPA Firm in Orange County area to identify an expert in the preparation of trusts, estate, gift tax returns and trust accounting for a Trust & Estates/Fiduciary Tax Senior position.

The Trust & Estates Tax Senior will assume full responsibility for directing multiple engagements; review estate fiduciary income tax returns, along with the decedent's final individual tax return; review trust fiduciary income tax returns and individual income tax returns; analyze estate planning documents including wills, codicils and trust instruments to determine the proper treatment of assets and liabilities for tax purposes; develop postmortem tax-saving strategies for the estate accounts; and provide oversight and direction to a team of tax specialists in the delivery of tax services.

Qualifications

CPA certification
Recent Public Accounting experience.
Expert knowledge in the preparation of trusts, estate, gift tax returns and trust accounting.
Minimum of 3 yearsâ experience in the preparation and review of fiduciary income tax returns. 5 years or more preferred.
Experience with Partnerships and S Corporations preferred
Prior client management experience.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Tue, 08 Jan 2019 00:00:00 PST 0 <![CDATA[Tax Staff Associate]]> Tax Associate

Career growth opportunities in our Tax Department are now available. We are a well-established Pasadena CPA firm offering opportunities for challenging tax work across a broad and diverse range of clients and industries. We provide a supportive and collaborative clan culture for the tax professional seeking growth, development and work-life balance. Opportunities are available for two to three year tax staff.

Initial responsibilities include basic accounting and tax return preparation. Recent CPA firm experience is requisite. Professional licensure or path, business degree, GoSystem Tax RS, and paperless workflow skill, are desirable.

Experience:

CPA firm: 2 years (Required)

Education:

Bachelor's (Required)

License

CPA (Preferred)

Benefits

Professional Development
Assistance Health Insurance
Paid Time Off
401(k)

]]> Wed, 19 Dec 2018 00:00:00 PST 0 <![CDATA[Bookkeeper]]> Bookkeeper

Currently seeking a Business Services Senior Accountant to join our Business Services team in Santa Monica, CA. The candidate is responsible for preparing and reviewing work papers and financial statements, participating in tax planning, preparing payroll tax returns and other assigned duties.

Position and Job Function Overview:

Looking for a professional that excels in troubleshooting and prioritizing tasks. The candidate must be a confident self-starter that is organized, dedicated, and flexible with day to day work activities.

Requirements

4+ years of experience with accrual accounting through financial statement preparation, payroll and sales tax compliance. Some public accounting firm experience preferred.
Strong technical skills pertaining to full-charge bookkeeping, accounting services and reconciliations.
A demonstrated ability to work independently, prioritize and manage multiple engagements and communicate directly with clients at the clients worksite.
Ability to adapt to various accounting software programs and train client. Strong troubleshooting knowledge.
Excellent problem-solving, organizational, verbal and written communication skills.
Computer skills expertise in QuickBooks, Word, Excel and Outlook.
Own transportation to travel to clients.
Associate or bachelors degree in accounting.

Performance Measures

Quality and accuracy of work performed:

Neatness and organization of work performed
Timeliness of work performed (i.e., within budget and by deadline)
Ability to perform job responsibilities with little or no supervision
Meeting expected deadlines (which, in some cases, may require a 40+ hour work week)

Benefits

As a full-service, mid-sized, local Southern California accounting firm, we attract the best employees, many of whom make a lifelong career here. Our departments include audit & accounting, taxation, litigation support and a full-service business services department. We are an equal opportunity employer.

We have assembled a competitive compensation package to reward our employees for their efforts, commitment and expertise. Salary is commensurate with experience. We also offer a business casual atmosphere with our first-rate compensation package:

Medical, dental, vision, life and disability insurance
401(k) and other benefit plans
Generous PDO and Holiday Policy

]]> Wed, 12 Dec 2018 00:00:00 PST 0 <![CDATA[Experienced Tax Senior]]> Experienced Tax Senior

Marin County based CPA firm seeks motivated tax staff/senior. Position is flexible, permanent, full or part-time. Tax preparation services, accounting/write-up and litigation.

We are a full-service accounting, tax and consulting firm offering significant litigation service support to the legal community. We serve a very high-end clientele in real estate, manufacturing/light industry, professional services companies and other small businesses.

Our litigation support practice is exploding and will train the right person for expansion!

We have an opening for Senior level CPAs. BS/BA Degree in Accounting with a minimum of 5-years relevant experience in a public accounting practice. Current CPA license or EA required.

Complex tax returns, manufacturing corp, real estate partnerships & individual planning.
Your demonstrated ability leads to more client account responsibilities
We are "hands-on" with all aspects of the work-load from intake, client meetings, preparation and engagement management; you are part of the entire process!
Competitive salary & bonus

Generous PTO policy

401k match

Medical, dental & vision care
]]> Tue, 11 Dec 2018 00:00:00 PST 0 <![CDATA[Tax Manager]]> Tax Manager

Position Information

Looking for a Tax Manager who will provide complex tax review, planning and compliance services to act as a trusted advisor to a variety of clients.

We serve clients as part of a team, each representing a unique area of expertise. This role will serve as the tax expert and coordinate all aspects of the tax relationship. This position is client facing, so the perfect candidate will have excellent communication skills, enjoy interacting and building client relationships and provide timely and high-quality deliverables that exceed client expectations.

Primary Responsibilities

Coordinate and plan service delivery to clients, including conducting review meetings
Participate in the creation and development of processes and infrastructure designed to service clients
Work directly with clients on follow-up items from meeting or initiate follow through on new initiatives with clients
Analyze client financial information, assess needs, and determine advanced strategies necessary to meet clients' objectives
Manage all aspects of the client relationship
Manage and further leverage established network with current referral professionals
Perform technical tax reviews, approval tax returns, and governmental tax examinations of any complexity
Develop and mentor staff and seniors through training and effective performance feedback - ensuring responsibilities are consistent with skills and development goals
Manage risk and financial performance of engagements including billing, collections and project budgets

Qualifications

4-8 years recent experience in public accounting with a primary focus on tax
Ability to supervise others
Excellent research and writing skills
Bachelorâs degree in Accounting, Finance or other related field from an accredited college/university
Licensed CPA or JD
Willingness to take "ownership" of the client
Ability to build and retain client relationships

General Information

The Group of Companies includes a Top 100 Accounting Firm nationally providing tax, advisory and consulting services. Working closely with business owners and individuals, The Group manages their financial, wealth and tax planning strategies. We serve clients with deep industry expertise in construction, manufacturing, real estate, healthcare, nonprofit, telecommunications, utilities, professional services, food processing, agribusiness as well as a variety of privately held companies and individual clients.

To Apply

Submit your resume and a cover letter describing how you meet the minimum qualifications and desired attributes.
]]> Tue, 11 Dec 2018 00:00:00 PST 0 <![CDATA[Tax Manager]]> Tax Manager - CPA

Currently seeking a Tax Manager to join our team!

Tax Managers are responsible for:

Managing all facets of client engagements.
Reviewing tax returns.
Supporting work papers for various type of returns such as individuals, corporations, partnerships, estates and trusts.
They are also expected to research tax issues and provide consulting services.
Oversee the flow of cash and financial investments.
Analyze information to assess current and future financial statuses.
Evaluate reporting systems.

Required qualifications and attributes:

CPA license required
Four plus years of tax experience at a CPA firm
Master of Tax or JD/LLM a plus
Strong tax and accounting technical skills
Strong communication and interpersonal skills
Creative problem solving and critical thinking skills
Ability to work independently and as part of a team
Takes initiative for professional growth and development
Outstanding time, organization and project management skills
Exercises sound judgment
Work overtime as needed
Proficient in Microsoft Office
Legal authorization to work in the United States on a full-time basis

Equal Opportunity Employer. Qualified applicants will be considered for employment regardless of race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

Why Work Here?
Established boutique CPA firm with a tenured staff and leadership team!
]]> Wed, 05 Dec 2018 00:00:00 PST 0 <![CDATA[Tax Senior Accountant]]> Senior Tax Accountant Position

Currently seeking a Senior Tax Associate to join our team.

Senior Tax Associates are primarily responsible for reviewing and preparing tax returns and supporting work papers for various type of returns such as individuals, corporations, partnerships, estates and trusts. They are also expected to assist with tax research and with the provision of consulting services.

Required qualifications and attributes:

• CPA license preferred but candidate must have cleared at least one or two parts of the exam

• Two plus years of tax experience at a CPA firm

• Master of Tax or JD/LLM a plus

• Strong tax and accounting technical skills

• Strong communication and interpersonal skills

• Creative problem solving and critical thinking skills

• Ability to work independently and as part of a team

• Takes initiative for professional growth and development

• Outstanding time, organization and project management skills

• Work overtime as needed

• Proficient in Microsoft Office
]]> Wed, 05 Dec 2018 00:00:00 PST 0 <![CDATA[Tax Senior]]> TAX SENIOR

The Tax Senior is responsible in supervising all tasks associated with tax engagements, including the mentoring and training of staff, working closely with partners and management in the review of tax returns for corporations, partnerships and individuals in addition to review and preparation of income tax provisions. The minimum qualifications for the Tax Senior/Supervisor position are:

Bachelorâs degree in Business Administration, preferably with a major in Accounting or its equivalent, and preferably a CPA; Master of Taxation degree a plus.
3 to 6 years of tax and accounting experience within a public accounting firm; Big four or large regional firm experience a plus.
Proficiency in corporate, partnership and individual taxation, including the ability to review returns prepared by staff and to provide planning, research and compliance services to our clients; Familiarity with fiduciary returns a plus.
Strong organizational skills and the ability to manage multiple client engagements.
The ability to supervise staff associated with tax engagements, including mentoring and training of staff.
Excellent oral and written communication skills.
Strong computer skills, working knowledge of MS Word and Excel, familiarity with ProSystem Tax software a plus.

]]> Tue, 04 Dec 2018 00:00:00 PST 0 <![CDATA[Tax Manager - Tax Director]]> TAX MANAGER

The Tax Manager is responsible in supervising all tasks associated with tax engagements, including the mentoring and training of staff, working closely with partners and management in the review of tax returns for corporations, partnerships and individuals in addition to review and preparation of income tax provisions. The minimum qualifications for the Tax Senior/Supervisor position are:

Bachelorâs degree in Business Administration, preferably with a major in Accounting or its equivalent; Master of Taxation degree a plus.
Licenced CPA.
5 to 8 years of tax and accounting experience within a public accounting firm; Big four or large regional firm experience a plus.
Proficiency in corporate, partnership and individual taxation, including the ability to review returns prepared by staff and to provide planning, research and compliance services to our clients; Familiarity with fiduciary returns a plus.
Strong organizational skills and the ability to manage multiple client engagements.
The ability to supervise staff associated with tax engagements, including mentoring and training of staff.
Excellent oral and written communication skills.
Strong computer skills, working knowledge of MS Word and Excel, familiarity with ProSystem Tax software a plus.

]]> Tue, 04 Dec 2018 00:00:00 PST 0 <![CDATA[Tax Associate]]> Tax Associate

Summary:

Every firm has a culture â the values, beliefs, methodology, attitudes and standards that reflect an organizationâs character. The truly inspiring firms â the game-changers, the industry leaders and the disruptors â have cultures that propel them to innovate and stand out. We aim to help people live fulfilled, prosperous lives by being one of those inspired firms.

Come grow with us! a dynamic, comprehensive investment and wealth management firm, is seeking highly skilled individuals with the expertise to service the unique needs of high net worth individuals and families. We are one of top ranked independent investment advisers and repeatedly on the list of Top Companies to Work for. Our team approach focuses on providing excellent client service in a well reputed, fast paced environment.

The Tax Associate is an exempt client support position providing administrative, tax compliance, and fiduciary support. The Tax Associateâs primary responsibility is to coordinate and participate in client services within a team concept.

Duties and Responsibilities:

Coordinates tax services for clients as part of a team model
Analyzes and resolves basic client issues using sound judgment based on experience
Updates client files and records as appropriate
Prepares quarterly and annual tax income reports and provisions

Qualifications:

Bachelorâs degree in Accountancy from an accredited university
Masterâs degree in Tax preferred
1-3 years current public accounting experience including individual and trust taxation
Actively working towards CPA certification
Working knowledge of federal, state, and local income tax laws
Proficiency in Word, Excel, PowerPoint, Outlook, CRM and tax preparation and research software.

]]> Sun, 02 Dec 2018 00:00:00 PST 0 <![CDATA[Director of Tax Provision]]> Director of Tax Provision

Responsibilities

Manage all aspects of the Companyâs worldwide ASC 740 income tax provision and financial statement disclosures. Explain and discuss these items with senior management and independent auditors
Conduct analysis and documentation for FIN 48 reserves
Ensure Companyâs income tax accounting review and documentation processes and related systems are in compliance with Sarbanes-Oxley internal control requirements, driving towards a best-in-class SOX infrastructure
Assess and document the accounting impact and required disclosures for major corporate events or transactions, including significant contracts, acquisitions, debt and equity offerings and other transactions.
Work proactively with external auditors to drive timely closure of technical accounting matters to ensure proper accounting and disclosure along with the preparation and review of the accounting memos as appropriate.
Draft financial statements and disclosures including but not limited to tax accounting impacts to equity, income taxes and statement of cash flows. Manage financial reporting to internal and external stakeholders, including regulatory reporting obligations.

Qualifications

Bachelor's Degree with emphasis in Accounting. CPA required. MST (Masters of Science in Taxation) preferred.
Minimum of 15 years of Tax Accounting and Provision experience at US multinational public companies and/or Big 4 Accounting Firms.
Strong knowledge of ASC 740 concepts and experience with financial statement reporting.
Strong verbal and written communication skills and ability to collaborate effectively with highly experienced business and tax professionals.
Self-starter with problem solving and decision-making skills.
Ability to work independently with a high level of initiative and judgment.
Flexible mindset and willingness to embrace change.
Proven ability to identify and manage tax risks.

]]> Fri, 30 Nov 2018 00:00:00 PST 0 <![CDATA[Senior Accountant]]> Associate Manager/Senior Accountant

Summary Of Job Scope And Expectations

The Associate Manager/Senior Accountant is responsible for developing financial reporting for the companyâs Quarterly Financial Review and quarterly bank covenants. This position has primary responsibility for accounting for partner brands and joint venture investments.

Essential Functions

The essential functions in this job description are not all-inclusive of this jobâs duties and responsibilities. Reliable and dependable attendance is required.

• Prepares quarterly presentations on the companyâs financial performance at the store and total company level. Develops financial reporting for the Quarterly Financial Review.
• Serve as lead accountant for financial statement preparation, analysis and reporting for partner brands and joint venture investments.
• Processes transactions for joint venture investments.
• Prepares account reconciliations as assigned.
• Perform various closing duties as assigned.
• Assists Accounting leadership with companyâs external annual audit.
• Provides customer service to Operations (GMs) in assigned regions, helping them understand P&Ls and responding to questions or issues.
• Prepares quarterly bank covenant reporting.

Qualifications

• Bachelorâs degree required; major in Business/Accounting preferred with course work in Accounting required; CPA required
• Minimum three years of public accounting experience, preferably in a nationally recognized accounting firm (i.e. Big 4)
• Successful completion of annual store training
• Ability to demonstrate and teach Pandaâs Mission, Values, and Culture
• Thorough knowledge of accounting principles, concepts, and practices
• Thorough knowledge of enterprise accounting systems and sub-systems relevant to Financial Reporting.
• Knowledge of the retail/hospitality industry practices preferred
• Strong communication (oral and written), presentation, facilitation, and training skills
• Project management skills
• Strong computer/technology skills and highly proficient in Microsoft Office Suite and accounting/finance software
• Strong financial management and analysis skills
• Ability to access data and produce needed reports
• Ability to solve complex problems independently
• Ability to lead projects and build consensus
• Ability to mentor and train other associates
• Ability to work positively with other departments (“win/win”)
• Ability to meet deadlines and multi-task
• Ability to talk and share before a group
• Demonstrates proactive behavior and attention to details
• Ability to serve as a role model within the department
• Ability to embrace change and continuous learning
]]> Tue, 27 Nov 2018 00:00:00 PST 0 <![CDATA[Full Charge Bookkeeper]]> Full Charge Quickbooks Bookkeeper

Will work on small and mid-sized companies in various industries
Utilize Quickbooks with the ability to train clients
Utilize Quickbooks payroll modules to input payroll data
Troubleshoot clients Quickbooks questions
Prepare bank, credit card and payroll reconciliations
Handle routine client questions and work with clients to obtain necessary information for completion of bookkeeping
Prepare journal entries for month and year end close
Prepare quarterly and annual payroll tax returns
Prepare sales tax returns
Respond to IRS and State correspondence
Utilize various software in a paperless office environment

Responsibilities and duties:

3+ years of full charge bookkeeping experience
A solid understanding of accounting
Ability to manage multiple priorities and deadlines
Willingness and ability to work extra hours during tax season
Solid knowledge of MS Word, Excel and Outlook
Proficient with Quickbooks both desktop and Online
Energized professional with willingness to learn new tasks
Excellent communication skills to work with clients and your team
Prior position with a CPA firm preferred
Tax preparation experience a plus

]]> Tue, 27 Nov 2018 00:00:00 PST 0 <![CDATA[Senior Financial Reporting Analyst]]> Senior Financial Reporting Analyst

Job Description

Summary:

The Senior Analyst, Financial Reporting advises and supports the Manager, Financial Reporting, to meet the Companyâs internal and external financial reporting obligations. This involves preparing monthly, quarterly and annual analytics of financial data. Note that the Companyâ primary external reporting obligations involve the filing of statutory financial statements with the State of California (we mention this point as our statutory reporting is somewhat different than traditional SEC reporting).

This position demands someone who can work independently, is a critical thinker and is able to meet tight deadlines. The ideal candidate will possess a strong accounting background and have the ability to handle complex situations and multiple responsibilities simultaneously, mixing long-term projects with the urgency of immediate demands. He/she must also have the demonstrated ability to deal with highly confidential information. He/she must exhibit the skills to collaborate with others, the ability to build strong and sustainable relationships and the capability to interact across all levels of the Company.

The Senior Analyst, Financial Reporting, must also show the willingness and ability to manage large amounts of detail/data with great care and accuracy.

Essential Job Functions:

Collect and analyze financial data, ensuring all reporting is in compliance with GAAP
Prepare monthly, quarterly, and annual internal financial reporting and analyses. This position would primarily focus on analyzing revenue and medical costs. Additional analytical deliverables to our National accounting team will include items such as OI Bridges, Rate/Volume analyses, Month over Month, Quarter over Quarter and YTD over prior YTD analytics, etc
Analyze intercompany transactions to determine validity and to ensure balances are settled monthly, and assist in reconciling prior years intercompany balances
Provide support and assistance in the form of schedule preparation and related explanations for our external auditors to support multiple audits that occur throughout the year (Enterprise audit, CA Market Health Plan/Risk Bearing Organizations (RBO) Audit, Employee Benefit Plan Audits (3)
Provide support and assistance in the preparation of the Health Plan and RBO monthly, quarterly, and annual reporting package to be filed with the Department of Managed Health (DMHC) (Income statement, Balance sheet, Cash flows, footnotes and statistical data)
Provide support and assistance in the preparation of monthly tangible net equity and cash flow projections to ensure compliance with statutory filing requirements
Provide support for month end, quarter end and year-end financial closes (provide assistance by analyzing trends and identifying issues that require additional research/resolution)
Participation in ad-hoc projects, as required

Interacts with:

Accounting Leadership Team
Team Fin Leadership Team
Senior Executive Team in CA market
National Leadership Team and selected others throughout the organization

Required skills:

Highly collaborative orientation, with outstanding diplomacy, analytical and organizational skills
Keen judgment and emotional intelligence
Must possess critical thinking skills, using logic and reasoning to identify strengths and weaknesses and have the ability to seek alternative solutions, conclusions and approaches to problems
Superb documentation skills
Flexible and highly organized

Qualifications:

Requires a bachelor's degree of Accounting or Finance
CPA preferred, not required
Ability to work in a fast-paced environment with multiple and changing demands is essential
Proficiency in Microsoft Office suite programs is required

Excellent oral and written communication skills. Can clearly present and explain financial information

]]> Fri, 16 Nov 2018 00:00:00 PST 0 <![CDATA[Tax Partner]]> Tax Partner

This is an excellent opportunity to join a well-established and fast growing public accounting firm as a Tax Partner.

If your career interests including being a trusted business advisor, community leader, mentor and progressive business professional, then youâve found the right place.

Our team members are passionate about working here because, while we are skilled, experienced and ambitious professionals, our environment remains flexible, friendly, and fun.

Who We Are

Top 20 CPA firm in the United States. In addition we are one of the fastest-growing firms as well. We are a family of CPAs and business advisors who value getting to know our clients professionally and personally. This knowledge helps us deliver on our passion: advising them through their most critical financial opportunities, challenges, and transitions.

About the Position:

We are currently seeking an Experienced Tax Partner / Director to join our team of dedicated professionals in our Los Angeles office.

The qualified candidate will possess at least 10 years progressive Public Accounting experience working with closely held businesses.

A demonstrated success of managing client relationships and leading staff is required.

Responsibilities include:

Client Management and business development
Lead mentor and grow firm staff
Detailed review and preparation of individual, corporate and partnership tax returns in varied industries
Compilation and review level engagements
Tax planning
Tax research
Tax compliance

Requirements:

Bachelor's degree in Accounting, Master degree preferred
Active CPA license
10 years recent public accounting experience with at least 5 years in a leadership role
Minimum 10 yearsâ experience consulting directly with closely held organizations

Compensation:

This is a great opportunity to join a solid firm. We offer a very competitive salary and benefits plan that includes health, life and dental insurance; a generous 401K plan, outstanding continuing education and tuition assistance.

This position has equity ownership opportunity.
]]> Thu, 15 Nov 2018 00:00:00 PST 0 <![CDATA[Senior Tax Associate]]> Senior Tax Associate

Summary:

Every firm has a culture â the values, beliefs, methodology, attitudes and standards that reflect an organizationâs character. The truly inspiring firms â the game-changers, the industry leaders and the disruptors â have cultures that propel them to innovate and stand out. We aim to help people live fulfilled, prosperous lives by being one of those inspired firms.

Come grow with us! a dynamic, comprehensive investment and wealth management firm, is seeking highly skilled individuals with the expertise to service the unique needs of high net worth individuals and families. We are one of Phoenix Business Journalâs top ranked independent investment advisers and repeatedly on the list of Top Companies to Work for in Arizona. Our team approach focuses on providing excellent client service in a well reputed, fast paced environment.

A Senior Tax Associate works with team members to provide high net worth families, individuals, and their related entities with tax compliance and consulting, and wealth management services. The position is responsible for adding to the team's efforts in all client relations including planning, directing, and executing all tax projects effectively. This position will also develop tax planning techniques for prospective clients and make general recommendations for appropriate additional services.

Duties and Responsibilities:

Meets and corresponds with clients/potential clients and regularly with attorneys, CPAs, and other vendors collaboratively to service the client
Coordinates tax services for clients
Analyzes and resolves basic client issues using sound judgment based on experience
Provides leadership and coaching to tax associates, interns and other employees

Qualifications:

CPA certification required
Masterâs degree in Tax from an accredited university (preferred)
4 or more years current public accounting experience including individual and trust taxation preparation and review
Currently working at senior associate level or equivalent
Supervisory experience required
Extensive knowledge of federal, state, and local income tax laws
]]> Thu, 15 Nov 2018 00:00:00 PST 0 <![CDATA[Tax Associate]]> Tax Associate

Summary:

Every firm has a culture â the values, beliefs, methodology, attitudes and standards that reflect an organizationâs character. The truly inspiring firms â the game-changers, the industry leaders and the disruptors â have cultures that propel them to innovate and stand out. We aim to help people live fulfilled, prosperous lives by being one of those inspired firms.

Come grow with us! a dynamic, comprehensive investment and wealth management firm, is seeking highly skilled individuals with the expertise to service the unique needs of high net worth individuals and families. We are one of top ranked independent investment advisers and repeatedly on the list of Top Companies to Work for. Our team approach focuses on providing excellent client service in a well reputed, fast paced environment.

The Tax Associate is an exempt client support position providing administrative, tax compliance, and fiduciary support. The Tax Associateâs primary responsibility is to coordinate and participate in client services within a team concept.

This Tax Associate position will work in our Minnesota office

Duties and Responsibilities:

Coordinates tax services for clients as part of a team model
Analyzes and resolves basic client issues using sound judgment based on experience
Updates client files and records as appropriate
Prepares quarterly and annual tax income reports and provisions

Qualifications:

Bachelorâs degree in Accountancy from an accredited university
Masterâs degree in Tax preferred
1-3 years current public accounting experience including individual and trust taxation
Actively working towards CPA certification
Working knowledge of federal, state, and local income tax laws
Proficiency in Word, Excel, PowerPoint, Outlook, CRM and tax preparation and research software.

]]> Thu, 15 Nov 2018 00:00:00 PST 0 <![CDATA[Senior Tax Manager - Real Estate]]> Tax Senior Manager (Real Estate & Partnerships)

Job Description

The Senior Tax Manager is responsible for reviewing and/or preparing all U.S. federal and state tax returns and related schedules and reports.

Responsibilities:
• Develops effective teams and serves as a role model for direct reports.
• Coaches/ counsels effectively to build effective leadership throughout the organization.
• Reviews domestic tax returns and related schedules.
• Performs review and/or preparation of quarterly and annual domestic tax provisions.
• Reviews and/or prepares responses to tax notices.

Required Skills
• Bachelorâ s Degree in Accounting, Finance, or Economics required
• Masters in Taxation Degree or CPA certification preferred
• Minimum 10 years of Real Estate Partnership tax experience in public accounting

Required Experience
• Advanced knowledge in Tax Compliance software ProSystems fx and CCH Practice Mgm required
• Excellent planning and organizational skills
• Time Management skills
]]> Wed, 14 Nov 2018 00:00:00 PST 0 <![CDATA[Tax Senior - Tax Manager - Non Profit]]> Tax Senior - Tax Manager
Tax & Business Services Position Mission
The Senior Accountant is responsible for achieving and maintaining a high level of client satisfaction by providing tax and various accounting services to clients.
Primary Duties and Responsibilities

Develop and maintain strong client relationships with new and existing clients, including routine check-ins with clients.
Build accounting client services engagements for gathering financial data, compiling information and preparing reports.
Coordinate team workload on accounting service engagements and provide assistance to the team as needed ensuring all deadlines are met.
Assume in-charge responsibilities for multiple clients.
Act as controller for multiple clients.
Prepare tax returns, including 1120, 1120S, 1065, Sales Tax, and Personal Property Tax.
Plan and execute financial statement engagements.
Prepare and review appropriate workpapers.
Attend prospect meetings with Managers or Partners.
Begin to develop a Personal Marketing Plan.
Complete projects efficiently within established time budgets.
Perform miscellaneous duties as assigned.

Required Education
Bachelorâs Degree in Accounting
Certifications
Certified Public Accountant (CPA) desired.
Skills and Experience

Minimum of two (2) years of progressive accounting experience leading to and/or including the duties and responsibilities specified.
Proficient in Microsoft Office programs, specifically Excel.
Proficient in ProSystems Tax, Fixed Assets and Engagement software.
Demonstrated proficiency in use of general ledger accounting software.
Demonstrated knowledge of GAAP.
Knowledge of depreciation methods and lives.
Demonstrated ability to relate well to clients.
Demonstrated effective teamwork and leadership skills
Possess excellent written and verbal communication skills.

Public Contact
Extensive work interacting both by phone and face to face with clients and staff.
Working Conditions
Work is performed in a typical interior/office work environment with very limited exposure to physical risk.
Physical Demands
Essential demands include sitting at a desk, working on a computer for long periods of time and using a telephone to communicate with clients and staff.
Work Hours:
Typical business hours are Monday through Friday, 8:00am-5:00pm. Additional work hours will be expected during tax season (approximately January 15- April 15).
]]> Wed, 14 Nov 2018 00:00:00 PST 0 <![CDATA[Audit Senior]]> Audit Senior

Job Description

We are looking to build upon our team to meet the needs of the firms rapidly growing clientele. Applicants must showcase a driven and meticulous work ethic, attention to detail, ability to thrive in a team environment and while working independently. Our firm has a long history of providing a healthy work environment that allows for a great balance of work and family life.

Responsibilities

The Audit Senior is expected to uphold the Firmâs values and professionalism while coordinating with our clients. Conduct timely audits, and other assurance related matters, while maintaining continuous client relationships, resolving complex accounting issues, advising on economic and regulatory risks, and staying up-to-date with current technical standards. Responsible for supervising, directing and reviewing tasks throughout the complete audit process. May be involved with marketing and business development. Ability to manage an efficient and profitable audit. Travel as needed.

Required Qualifications

· BS/BA Degree in Accounting or equivalent degree

· CPA Certification

· 3+ years of current experience in public accounting

· Understanding of current GAAP and FASB regulations

· SEC, SOX and Lease accounting a plus

· Record of building profitable and sustainable client relationships

· CCH Axcess and CCH ProSystem Engagement

· Microsoft Office Products
]]> Fri, 09 Nov 2018 00:00:00 PST 0 <![CDATA[Tax Manager - Senior Tax Manager]]> Tax Manager - Senior Tax Manager - CPA Firm

We are looking for a 7-10 year tax manager with large local/regional or Big 4 public accounting firm experience focused in Corporations, Partnerships and LLC's with both SEC and privately held clients.

Position requires:

CPA license and able to sign tax returns
Strong technical experience,
Good communication skills (oral and written),
Attention to detail
Ability to lead/train staff
Complex Tax Provision
Multi State and some International work.

The firm is firm is a great home for someone who wants to operate in a nimble environment where they can continue to expand their knowledge without the politics inherit in a big CPA firm.
]]> Wed, 07 Nov 2018 00:00:00 PST 0 <![CDATA[Tax Senior]]> Tax Senior

Job Description:

Responsible for preparing and or reviewing individual, trust, partnership, and corporate tax returns; developing and supervising staff, preparing more complex tax returns; and assisting in client management and practice development activities.

Major Responsibilities & Duties:

-Implement clientâs engagements from start to finish (planning, executing, directing, and completing tax projects).
-Manage engagements budgets.
-Supervise, train, and mentor staff and interns on tax projects.
-Review tax returns prepared by staff and make recommendations regarding accuracy and tax savings opportunities.
-Prepare more complex tax returns for individuals, trusts, partnerships, and corporations.
-Proactively interact with key client management to gather information, resolve tax-related problems, and make recommendations for business and process improvements.
-Assist partners on proposals and business development calls.
-Gain understanding of client operations, processes, and business objectives.
-Possess an understanding of state and foreign tax issues.
-Perform other job-related duties as necessary.

Requirements & Qualifications:

The successful candidate will possess the following basic qualifications:

-Active CPA license preferred
-Experience with CCH Engagement and CCH Tax Axcess/ProSystems Tax
-Excellent project management, analytical, interpersonal, oral and written -communication skills.
-Strong experience in staff and tax management.
-Strong leadership, training, and mentoring skills.
-Ability to thrive in a dynamic team environment
-Professionalism, dependability, integrity and trustworthiness combined with a cooperative attitude.
-Highly motivated self-starter with ability to multitask and complete assignments within time constraints and deadlines.
-Dedicated to superior client service.
-Strong organizational skill and attention to detail.

The successful candidate will possess the following qualifications:

-Minimum of 2-3 years of professional experience.
-Strong tax accounting skills with proficiency in US GAAP and tax compliance.
-Proficiency in Microsoft Office software programs, including spreadsheet programs (i.e. Excel).
-Broad exposure to federal income taxation and knowledge of tax regulations.
]]> Wed, 07 Nov 2018 00:00:00 PST 0 <![CDATA[Senior Tax Manager - Tax Director]]> Tax Director

Summary:

Our client is a full service public accounting firm that is consistently ranked as a top 100 firm nationally.

As part of their growth strategic plans, we are looking to fill an exceptional opportunity for a Tax Director

JOB DESCRIPTION

The Tax Director responsible for the efficient, accurate, complete, and timely preparation of all clientsâ tax returns. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required.

The Director makes decisions on all but the most unusual tax situations.

Essential Functions:

Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary.
Demonstrates thorough knowledge and proficiency in advanced technical skills necessary for advising clients.
Performs all task related to client service and sees that assignments are accomplished within budgeted time.
Delegates and manages tax research projects to achieve an accurate and efficient product.
Participates actively in client meetings and tax planning efforts to assist the Auditing and Accounting Department with larger clients.
Acts as a resource for tax preparers/specialists and A&A staff on specific tax issues and/or questions.
Assumes tax preparation responsibility for the more complex business returns.
Assumes client service responsibility for clients the Tax Manager works directly with or clients where the responsibility is delegated from the Partner.
Communicates to the appropriate firm personnel important tax and tax developments affecting the firmsâ clients.
Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities.
Maintains familiarity with qualifications of all tax staff members; reviews staff assignments for appropriateness.
Supervises tax staff and provides on-the-job training.
Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, development training aids, and acting as an instructor in professional development programs.
Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clientsâ tax returns.
Adheres to accurate and timely billing and collection processes are made.
Possesses a complete knowledge of the firmsâ philosophy and its opinions on tax matters.
Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.

Nonessential Functions:

Prepares other reports and projects as requested from time to time by the partners.
Researches and evaluates tax preparation and tax research software for recommendation to partners.
Participates in firm practice development efforts through involvement with referral sources, community and industry activities.
Promotes the most efficient operations of the Firm and supports compliance guidelines in managing others.
Performs such other duties as may be assigned.

Knowledge, Skills and Abilities:

Demonstrated knowledge of current tax laws.
Proficiency in use of computer tax preparation, tax research, and tax planning software programs.
Ability to organize work and projects, prioritize and meet deadlines.
Ability to complete work in an efficient and accurate manner.
Ability to reason and effectively multi-task.

Supervisory Responsibilities:

Responsible for the development, coaching and training of Managers, Supervising Seniors, Seniors, Semi-seniors and Staff accountants.
Must be familiar with the qualifications of all Tax staff members for the development and instruction of their training needs.
Participates in reviews and evaluations of the Tax Department.

Working Conditions:

Occasional same day travel for work at clientsâ offices, meetings, and seminars using a personal vehicle.
Occasional out-of-town travel with overnight stay for work at clients, meetings, or seminars using a personal vehicle.
Occasional overtime work required throughout the year. Heavy overtime work required from January 1 to April 15, may be in excess of 55 hours per week.
Minimal Hazards.
General office working conditions.

Requirements - Minimum Qualifications:

At least five yearsâ tax management experience in public accounting, demonstrating a proven progression in tax complexity, scope, and research.
At least two (2) yearsâ experience representing clients before taxing authorities.
Minimum one (1) year experience supervising and directing work of tax preparers.
Bachelorâs degree in accounting required, Masterâs degree in taxation preferred.
Minimum of forty hours of continuing education is required each year to maintain and develop technical and business skills.
A current and valid certified public accountantâs license is required.
Must be a member in good standing with the American Institute of CPAs.

Success Factors:

Participates in career development program to improve managerial, communication and interpersonal skills.
Outstanding oral and written communication skills,
Excellent interpersonal skills

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Tue, 06 Nov 2018 00:00:00 PST 0 <![CDATA[Senior Staff Accountant]]> Senior Staff Accountant

We offer excellent opportunities to staff accountants seeking expert training and development in the areas of real estate partnerships, individual and business returns, analytical solutions to complex tax matters, cash flow/securities/investment analysis, financial statement review and trust and estate planning.

We have built a reputation as one of Los Angeles' largest and most respected accounting and business management Firms. Located in Westwood, the Firm consistently ranks in the Los Angeles Business Journal's "Top 50 Accounting Firms, A List" which includes the Los Angeles-based offices of National and Regional CPA Firms.

Our client roster includes some of the top names in entertainment, sports and business. And our services have expanded beyond traditional tax and accounting to include business management, business consulting, investment and financial planning.

Many of our partners and senior staff members hold advance degrees in taxation and business administration. Our professional staff is comprised entirely of CPAs or CPA Candidates who keep abreast of all federal and state tax law changes, including pending and proposed legislation. Our Firm's
reputation attracts top talent who continually enhance their knowledge with education and training that far exceeds their professional requirements.
]]> Tue, 06 Nov 2018 00:00:00 PST 0 <![CDATA[Staff Accountant]]> Staff Accountants

We offer excellent opportunities to staff accountants seeking expert training and development in the areas of real estate partnerships, individual and business returns, analytical solutions to complex tax matters, cash flow/securities/investment analysis, financial statement review and trust and estate planning.

We have built a reputation as one of Los Angeles' largest and most respected accounting and business management Firms. Located in Westwood, the Firm consistently ranks in the Los Angeles Business Journal's "Top 50 Accounting Firms, A List" which includes the Los Angeles-based offices of National and Regional CPA Firms.

Our client roster includes some of the top names in entertainment, sports and business. And our services have expanded beyond traditional tax and accounting to include business management, business consulting, investment and financial planning.

Many of our partners and senior staff members hold advance degrees in taxation and business administration. Our professional staff is comprised entirely of CPAs or CPA Candidates who keep abreast of all federal and state tax law changes, including pending and proposed legislation. Our Firm's
reputation attracts top talent who continually enhance their knowledge with education and training that far exceeds their professional requirements.
]]> Tue, 06 Nov 2018 00:00:00 PST 0 <![CDATA[Tax Senior]]> Tax Senior

Full service CPA firm in Sacramento is looking for an experienced Tax Senior to join our team.

This is an excellent opportunity for the right applicant to pursue career growth with a clear path to management while still maintaining a great work life balance compared to the larger firms in the region.

The Tax Senior is expected to perform most tax procedures with minimal supervision and work well with the tax team through completion of the engagements. The right candidate will be able to assist the accounting and audit departments when needed, work at client locations, and put in the hours required to get assignments completed.

Our firm offers great work-life balance, competitive benefits (including a flexible schedule) and a family-friendly work environment. Salary dependent on experience.

Requirements:

B.S. degree in Accounting; Masterâs in Taxation preferred
3-6 yearsâ experience in a tax role in public accounting
CPA license required
Strong computer skills, proficient Microsoft Office Applications; experience with Lacerte
Technical ability reflective of experience
Self-motivated and ability to work within a team framework
Effective written and verbal communication skills
Must live in the Sacramento region
Dependable transportation to travel to and from clients as needed in the Sacramento Metro Area

Responsibilities:

Preparing, reviewing and tax planning for individuals, businesses and fiduciaries.
Conduct tax research, experience with Checkpoint is a plus
Preparation of compiled financial statements
Focusing on engagement management and operational excellence
Engaging in business development opportunities with industry team members and achieve appropriate business development goals
Assist partners and manager in resolving client needs in a timely, efficient and professional manner
Prepare other accounting, auditing, and tax duties as needed as assigned by partners

]]> Tue, 30 Oct 2018 00:00:00 PDT 0 <![CDATA[Senior Tax Accountant / CPA]]> Senior Tax Accountant / CPA

Job description

Growing, well-established local accounting firm is seeking a tax accountant with individual, corporate and partnership tax preparation experience.

The ideal candidate will have 2-4 years of experience in tax preparation, possess strong analytical skills, be able to meet deadlines with a high quality of work product, and possess strong people skills to work successfully with team members.

Education requirements include bachelor's degree, EA, or current CPA or CPA candidate.
]]> Mon, 29 Oct 2018 00:00:00 PDT 0 <![CDATA[Tax Manager - Family Wealth Department]]> Tax Manager - Family Wealth Department

Job Summary

Career opportunity for a tax manager with specialization in compliance and consulting services to individuals, family groups, partnerships, estates, trusts and private foundations. Candidates will work closely with high net-worth individuals and their families, owners of closely-held businesses, executives, investors and fiduciaries. Clientele include C-Suite executives with major corporations, serial entrepreneurs, legacy investors and professional athletes who are accustomed to responsive, individualized professional service.

Responsibilities

Manages all aspects of the tax engagement (planning, review of tax returns and accounting, client relationships), demonstrating excellent project management skills.
Supervises and reviews all related work of tax staff on assigned engagements.
Demonstrates strong technical skills in individual income tax, estate and trust compliance, and effectively applies tax knowledge to client situations as planning opportunities.
Builds client relationships through delivery of outstanding client service.
Provides high quality service and timely delivery, consistently exceeding client expectations.
Helps develop and guide staff by providing performance feedback and participates in firm wide coaching and mentoring program.
Participates in and provides leadership within the firm.

Qualifications

Demonstrated leadership skills and a strong desire to work as a key part of a Family Wealth team in furthering its goals and objectives. Opportunity for rapid advancement to principal (owner) for the right candidate
Proficient with complex individual income tax, fiduciary income tax, private foundation and estate and gift tax issues. Experience in estate administration and estate/trust compliance is strongly desired.
Experience interacting regularly with clients' investment advisors, attorneys and family-office personnel.
Bachelor's degree, Masters in Tax preferred
5+ years prior CPA firm experience (tax) with expertise in HNW area
CPA license
Outstanding written and oral communication skills
Experience with ProSystem Tax preferred, but not required

]]> Wed, 24 Oct 2018 00:00:00 PDT 0 <![CDATA[Tax Accountant]]> Tax Accountant

Reports to: Partner or Tax Senior Manager

Summary:

Provides tax preparation and planning services for client engagements.

Duties:

•      Professionally prepares individual, corporate, partnership and fiduciary income tax returns

•      Manages correspondence and gathers appropriate evidence to respond to notices from taxing authorities

•      Prepares tax projections for individual and business clients

•      Financial statement preparation to support entity income tax returns

•      Other duties as assigned

Competency:

•      Friendly, professional demeanor.

•      Dynamic, dependable, team-player â Focus on solving conflict; maintains confidentiality; listens to others without interrupting.

•      Clear communication

•      Prioritizes and plans work activities, uses time efficiently; sets goals and objectives.

•      Works well under pressure

•      Strong technical skills in tax preparation

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Education/Experience:

•      Bachelor degree in Accounting or Finance

•      2-5+ years of public accounting experience in a tax department

•      EA or CPA license preferred

Computer Skills:

To perform this job successfully, an individual should be proficient in Microsoft Word, Excel, PowerPoint, Outlooks Email and Calendar and QuickBooks; Knowledge of Ultra Tax and Thomson Reuters Accounting products a benefit. Must be tech-savvy and able to resolve basic IT issues while working in a paperless environment.
]]> Sun, 21 Oct 2018 00:00:00 PDT 0 <![CDATA[Manager - International Tax ]]> INTERNATIONAL TAX MANAGER

We are looking for a tax manager with strong domestic tax compliance skills that is interested in learning or continuing to develop their international tax skills.

Our International tax group advises both inbound and outbound clients on various international tax consulting and compliance matters. We address the tax implications including structuring, planning and reporting for our clientsâ international expansions and investments. The international tax group is unique because we prepare domestic tax returns for clients as well as assist with international tax matters. Our people become very well rounded tax professionals from their exposure to both domestic and international compliance and planning.

Educational Requirements

Bachelorâs degree in Accounting required
CPA certificate or in process of completing CPA exam

Experience

5-6 years of public accounting and/or corporate tax experience
Strong background in tax compliance. International tax experience a plus
Broad exposure to Federal and State income tax preferred

Required Skills

Strong tax compliance skills and experience in preparing and reviewing tax returns for individuals and various entities such as partnerships, S corporations, C corporations. Experience and knowledge of foreign reporting forms such as Forms 5471, 8865, 8858, 8938, 8621, and FBARs.
A plus to have a base knowledge in international tax rules and concepts applicable to corporations and individuals including the following:
Inbound tax planning and reporting
Outbound tax planning including subpart F, PFICs, foreign tax credits, and cash repatriation planning
Tax reporting for international operations and reorganizations
Withholding tax rules and reporting
Foreign bank account reporting and FATCA
Tax research, writing, and analytical skills including the ability to apply tax rules to clientâs facts and familiarity with on-line tax research resources
Ability to recognize tax issues, planning opportunities, and implications of new tax laws to a variety of industries
Demonstrated ability to address and properly complete in a timely manner multiple, simultaneous projects originating from multiple clients
Must be hard working, a self-starter, performance-oriented and able to meet the demands of a diverse business environment in a timely, accurate, and efficient manner
Exceptional oral and written communication skills and experience in drafting technical memoranda are required. Analytical and organization skills are essential
Dynamic interpersonal skills and the ability to build and foster relationships are required

]]> Fri, 19 Oct 2018 00:00:00 PDT 0 <![CDATA[International Tax Senior or Supervisor]]> International Tax Senior or Supervisor

Responsibilities

Reviews federal and multi-state income tax returns for individuals, partnerships, and corporations; also reviews related income tax workpapers.
Prepares and reviews US tax foreign filings.
Supervises teams of staff accountants.
Plans, organizes and implements income tax returns.
Coaches/mentors individual team members.
Ensures quality of work product.
Communicates progress with partners and managers.

Requirements

Undergraduate degree; masterâs degree a plus.
CPA certificate or demonstrated progress towards obtaining certificate.
A minimum of 2-3 years of relevant experience.
Interest to learn U.S. international tax rules; prior international experience a plus but not required.
Proficiency in preparation and review of work papers and the resultant income tax returns (individual, partnership, corporate).
Understanding of income tax law, as it relates to individuals, partnerships, and corporations.
Ability to utilize firm technology to enhance client service.
Excellent written and verbal communication skills.
Proficiency in Microsoft Office and at least one income tax preparation program.
The ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative.

]]> Fri, 19 Oct 2018 00:00:00 PDT 0 <![CDATA[Tax Manager]]> TAX MANAGER

Job Description

Great opportunity for a Tax Manager to work in a well-established CPA firm in Brentwood. We are a full-service public accounting firm with over 30 yearsâ experience providing bookkeeping, accounting and tax preparation services.

Responsibilities:

Tax Manager/CPA will review and/or prepare tax returns (Corporation, Partnership, Trust and Individual), delivering a full range of tax services in compliance with laws and regulations within timeframe
Building relationships and interacting with clients to provide excellent planning, consulting and expertise
Providing innovative tax planning and review of complex income tax return
Manage and coordinate tax audits, tax provisions, and tax compliance process
Improve the firmâs processes by developing or implementing best practices

Preferences:

Masterâs in Business Taxation - preferred but not required
CPA License - preferred but not required

Qualifications and Requirements for Tax Manager:

Minimum 5 yearsâ experience in Public Accounting (min. req. BA degree in Accounting)
Corporation, Partnership, Trust and Individual tax review and preparation experience
Strong technical tax review and preparation skills (LACERTE knowledge is a plus)
Tax Audit Representation experience is a plus
Tax Research abilities
Must have excellent computer skills (QuickBooks & Microsoft office programs)
Excellent time management skills with ability to prioritize/multi-task in a fast-paced environment
Ability to work with staff members of diverse accounting background
Ability to interact with clients in a professional manner
Strong verbal and written communication skills
An exceptional work-ethic
Analytical skills with details orientation
Good at meeting deadlines and solving problems

]]> Tue, 16 Oct 2018 00:00:00 PDT 0 <![CDATA[Tax Director]]> Tax Director

Job Description:

Are you an experienced Senior Tax Manager seeking an opportunity in a Top accounting firm with growth at the top of its agenda? Do you want to work in an inclusive, client-centered environment where you can develop new skills, enhance your knowledge and work with world-class professionals?

We are hiring a high performing Tax Director to join our growing Los Angeles team. We are looking for someone who is passionate about providing meaningful insight to businesses and individuals as well as professional development and business growth. As a Tax Director, you will:

•Review individual, partnership, corporate and trust tax returns

•Advise business owners and CEOs in tax compliance and planning matters

•Perform tax research leading to sound recommendations and customized solutions

•Actively engage in internal tax practice initiatives including mentoring, training and business development.

Required Skills and Experience:

We actively encourage everyone to bring their own unique skills and experience to the table. Some of the key qualities that we are looking for are:

•Bachelorâs degree in Taxation or Accounting (Masterâs degree in Taxation is highly desirable)

•Active CPA license

•7-10 yearsâ taxation experience in a public accounting firm

•CPA qualified or actively studying for the CPA exam

•Proven ability to manage engagements to meet deadlines and budgets

•Demonstrated experience of providing a proactive, personalized service to clients

•Excellent analytical and communication skills

•Motivated to work as part of a team and build constructive relationships

•Proficiency in CCH Axcess, XCM and ProSystem Engagement is a plus.
]]> Thu, 11 Oct 2018 00:00:00 PDT 0 <![CDATA[Tax Senior]]> Tax Senior

A professional Accounting Firm is hiring for the position of Tax Senior.

Full Time Position Available immediately

Part Time position will be considered for the right candidate

Qualified candidates must meet the following requirements:

- Minimum of 3 years of experience in a public accounting
- Bachelor's degree in Accounting;
- Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)
- CPA or Enrolled Agent licensed required
- Must enjoy serving others and being client oriented
- Complex tax return preparation and review (individual, corporation, partnership, fiduciary, exempt organizations and estate)
- Excellent written and verbal communication and interpersonal skills
- Experience in managing multiple client engagements at the same time
- Knowledge and skill with interacting with taxing authorities
]]> Tue, 09 Oct 2018 00:00:00 PDT 0 <![CDATA[Audit Manager]]> Audit Manager

Job Description

We are looking to build upon our team to meet the needs of the firms rapidly growing clientele. Applicants must showcase a driven and meticulous work ethic, attention to detail, ability to thrive in a team environment and while working independently. Our firm has a long history of providing a healthy work environment that allows for a great balance of work and family life.

Responsibilities

The Audit Manager is expected to uphold the Firmâs values and professionalism while coordinating with our clients. Conduct timely audits, and other assurance related matters, while maintaining continuous client relationships, resolving complex accounting issues, advising on economic and regulatory risks, and staying up-to-date with current technical standards. Responsible for supervising, directing and reviewing tasks throughout the complete audit process. May be involved with marketing and business development. Ability to manage an efficient and profitable audit. Travel as needed.

Required Qualifications

· BS/BA Degree in Accounting or equivalent degree

· CPA Certification

· 5+ years of current experience in public accounting

· Understanding of current GAAP and FASB regulations

· SEC, SOX and Lease accounting a plus

· Record of building profitable and sustainable client relationships

· Minimum of 4 years in a leadership role managing staff on multiple engagements

· CCH Axcess and CCH ProSystem Engagement

· Microsoft Office Products
]]> Fri, 28 Sep 2018 00:00:00 PDT 0 <![CDATA[Senior Tax Accountant (ASC 740 Tax Provision)]]> Senior Tax Accountant

Corporate Tax Services â Irvine, California

About Us:

West Coast regional accounting firm with over 70 professionals, serving clients in multiple cities

Our Corporate Tax Services group serves more than one hundred SEC registrants and hundreds of private-equity-owned and venture-backed businesses.

Corporate Tax Services Group - Senior Tax Accountant:

The Corporate Tax Services group is 100% focused on income tax accounting assistance, tax compliance and tax consulting for our high profile corporate clients. This includes preparation and review of income tax provision calculations, income tax return preparation and review, assistance with day to day federal, state, and international tax matters that may arise, and the identification, design, and implementation of tax planning strategies. Recognized as a leader in this space, the group's collaborative, fast-paced, and dynamic environment offers employees the opportunity to work with both high caliber team members and top-tier clients while maintaining a small firm atmosphere.

Duties & Responsibilities

Initiate, monitor, and deliver tax provision and tax compliance services in a timely and accurate manner.

Proactively manage project deadlines to ensure delivery of work product based on client expectations and statutory deadlines.
Review work of interns and staff before submitting to management team for top-level review.
Openly communicate with partners, managers, and staff about the status, timeline, issues, and progress of projects, tasks, and associated budgets.

Technical Skill Development

Stay current on changes within the profession and business environment.
Ensure team members are educated regarding changes in ASC 740 and tax law.
Continue developing a command of pertinent Internal Revenue Code (IRC) and Generally Accepted Accounting Principle (GAAP) sections, regulations, and guidance.
Facilitate subordinates' proficiency in tax research and documentation.

Continuously work toward the goals and objectives established in your personal Professional Development Plan.

Learn to develop and manage client relationships.
Track the skills needed to advance to the next job classification.

Qualifications

Individuals at this level normally have an active CPA license and hold a Bachelor of accountancy or equivalent degree. A Masterâs of Accountancy or Masterâs of Tax is preferred. Applicants are expected to have 2-5 years of experience in federal and state corporate income tax preparation and significant experience in the preparation and review of income tax provisions (ASC 740). Proficiency with Microsoft Excel is a must.
]]> Thu, 13 Sep 2018 00:00:00 PDT 0 <![CDATA[Director - State and Local Tax (SALT)]]> Director - State and Local Tax

Corporate Tax Services Group â

About Us:

West Coast regional accounting firm with over 70 professionals and offices in multiple cities

The Corporate Tax Services group serves more than one hundred and fifty SEC registrants and hundreds of private-equity-owned and venture-backed businesses. We are 100% focused on Accounting for Income Tax, Tax Provision, Tax Accounting (ASC 740, FAS 109, FIN48, etc.), tax compliance and tax consulting for our high-profile corporate clients. In addition, we provide complete or partial outsourcing for our clientsâ tax departments. Recognized as a leader in this space, the group's collaborative, fast-paced, and dynamic environment offers employees the opportunity to work with high caliber team members, our counterparts at the Big 4 and other national audit firms, and diverse top-tier clients while maintaining a small firm atmosphere.

State and Local Tax Director:

We are in search of a State and Local Tax Director, who will be primarily responsible for all aspect of our clientsâ state and local corporate income/franchise tax needs. This role requires that the candidate be a subject matter specialist under California or Oregon corporate tax law, with a preference towards California specialization. The candidate must possess strong knowledge of multistate tax issues and a general understanding of all statesâ tax schemes, including differing sales factor sourcing rules and the basic mechanics of each statesâ income and franchise tax calculations. As the candidate will assume the role as the top-ranked state and local tax specialist for the firm and/or our clientsâ outsourced tax departments, he/she must have the knowledge, experience, and ability to make correct decisions and conclusions related to state and local tax matters without supervision or review. In addition, depending on the level of complexity related to the project or calculations at issue, the candidate will be required to prepare substantial amounts of workbooks, calculations, memorandums, etc., without the assistance of support staff or managers.

Duties & Responsibilities

Initiate, monitor, and deliver tax compliance and advisory services in a timely and accurate manner.
Prepare and/or review all Income Tax Provisions related to state issue, including State Rate and FIN48 calculations.
Draft technical memoranda, including FIN48, sales sourcing, and nexus memoranda.
Create and/or review multistate Apportionment Schedules for provision and tax return purposes.
Review corporate income tax returns prepared on behalf of our clients under all states, cities and local taxes.
Provide tax controversy representation primarily with the California Franchise Tax Board but, also to a limited degree, for other states.
Identify, design, and implement tax planning strategies to minimize taxes and reduce tax compliance burdens.
Lead in conference calls with clients, the Big 4 and other accounting and law firms, as the firmâs State and Local Tax specialist.
Monitor changes in state laws, including changes in apportionment formulas, sales factor sourcing rules, combined versus separate states, consolidated elections, waterâs-edge and worldwide elections, state DRDs, and state rates. Update the firmâs apportionment schedule templates and other multistate charts on an annual basis.
Draft and post internal SALT Alerts related to information and/or updates relevant to our clients and practice.
Conduct nexus analysis and nexus planning.
Assist with day-to-day state and local tax matters that may arise.
Manage projects to ensure technically-accurate products and high-quality deliverables are presented to clients.
Manage projects within budgetary and time constraints while providing a high-level of client satisfaction.
Ensure complete communication with client and firm personnel.
Build client relationships and demonstrate knowledge of client business.

Participate in the mentoring and development of team members

Help to develop and guide staff by providing effective performance feedback and ensuring team responsibilities are consistent with skills and developmental goals.
Be actively involved in and a positive influence on team recruiting, development, training, and retention.
Provide firm leadership through example, including always adhering to firm policies.

Technical Skill Development

Build on technical competence by keeping up to date on trends and developments.
Demonstrate deep technical expertise in state and local tax compliance and consulting.

Exemplify values

Demonstrate professionalism through a positive and cooperative attitude and by maintaining the confidential nature of client relationships and related work products.

Continuously work toward the goals and objectives established in your professional development plan

Contribute to the overall success of the team by developing a thorough understanding of methodologies and tools to enhance service delivery; keeping team members informed of work status and proactively seeking opportunities to provide tax services.
Effectively manage firm resources. This includes a book of business, professional staff, and firm assets.
Recognize opportunities to provide additional service to existing clients.
Assist in firm administrative functions as assigned by the Partners.

Position Requirements & Qualifications:

The candidate must have an active CPA or State Bar license in his/her home state. At a minimum, the candidate must hold a Bachelor of Accountancy or equivalent degree, however, a Masters of Accountancy, a Masters of Taxation, or a Juris Doctor is preferred. The candidate must be a Senior Manager (or equivalent position) with at least three years of Senior Manager experience in the public accounting environment. Experience with FTB audit, FTB refund claim, FTB Protest, FTB Settlement, and/or SBE appeal procedures is desired.

]]> Thu, 13 Sep 2018 00:00:00 PDT 0 <![CDATA[TMT Associate]]> TMT Associate

Our client is a leading strategic advisory boutique specializing in tech-sector origination and execution with offices in the heart of Londonâs West End, overseeing Mayfair. The team are known for combining local expertise with global know-how and have an exceptional history in the provision of advisory services, nurturing million-dollar tech businesses through growth and restructuring opportunities within the upper mid-market space.

The focus of the business has enhanced significantly over the course of the last 3 months and with this significant increase in client interest has come the need to expand the internal operations of the business by adding to their current headcount.

The Ideal Candidate

The immediate requirement is for someone to come in on the junior end of the business as an Analyst or Associate, ideally with experience in TMT.

We are looking for an investment professional with:

4+ years of full-service investment banking experience (top tier FIG or TAS background preferred) but similar experience gained from a leading boutique will also be considered.
A background in due diligence with a heightened attention to detail
Strong financial modelling skills, an ability to support and advise on transactions with little or no support, acting predominantly as a financial analyst
Vast experience working the field, both soliciting & perusing interest from buy-side tech investors
Proven experience in leading business development initiatives
An independent doer who is comfortable operating in an agile M&A environment
CFA Level 2 or 3 (desirable) achieved with first time passes
A passion for tech, borne from industry or through studies and social activities
Bi or multilingual fluency in English and one other continental language

]]> Sun, 09 Sep 2018 00:00:00 PDT 0 <![CDATA[R&D Tax Manager ]]> R&D Tax Services Manager

Position Summary:

Tax Manager - Research & Development Tax Credit

The Tax Manager in the Research & Development Tax Credit group supervises R&D projects, researches tax issues, assists in conducting fieldwork, and participates in sales and marketing efforts.

Essential Duties and Responsibilities:

· Managers have the primary responsibility to ensure that R&D projects are conducted in accordance with firm standards and completed on time with on budget.

· Candidates must demonstrate strong leadership and supervisory skills.

· Prior supervisory experience is required.

· Managers will be expected to assist in conducting fieldwork. This may include visiting the client location, touring client facilities, investigating relevant facts, analyzing accounting information, preparing cost lead schedules and cost summary schedules, completing appropriate tax computations, and preparing written reports summarizing the findings.

· Managers are expected to have a command of federal and some state R&D rules and relevant court cases.

· Managers will be required to "multi-task" and manage various project tasks at once. Project managers will be ultimately responsible for the overall project and deliverable.

Qualifications

Required Skills and Experience:

· Master's degree in Accounting or Taxation.

· A minimum of (7) years of experience in Accounting or Tax in public accounting or consulting. -Intermediate understanding of tax return mechanics.

· Candidate must demonstrate ability to manage time, multi-task, and meet deadlines.
]]> Sat, 08 Sep 2018 00:00:00 PDT 0 <![CDATA[Audit Manager]]> Audit Manager

The Audit Manager works closely with Partners and clients to facilitate orderly completion of engagements. The Audit Manager is also responsible for reviewing work papers, preparing client files for partner review, interfacing with client executives and providing the final audit documents to clients for distribution.

Minimum Position Qualifications:

Understand the rules, requirements, and code of conduct of the AICPA, and the authoritative literature established by the FASB and GASB
Be familiar with pertinent IRC sections and regulations as required
Provide recommendations for business and process improvements based upon knowledge gained relative to the clientâs operations, processes, and business objectives
Cultivate effective relationships with clients to provide superior client service
Mentor, supervise and train staff, seniors and supervisors through counsel, guidance and coaching. Evaluate performance and participate in individualâs performance appraisal process
Invest in professional development through active participation in training sessions and networking events both internally and externally
Anticipate and address client concerns

Desired Skills/Experience:

Bachelors degree in Accounting, Masters degree a plus
Valid CPA license
Valid driverâs license
Strong analytical, written, and verbal communication skills
Ability to show strong leadership and mentoring capabilities
Advanced technical skills in accounting and auditing
Willingness and ability to travel
Solid understanding of industry specific audit issues and attest services in any of the following areas; financial statement audit, regulatory compliance, due diligence and structuring, process and controls, or assertions and agreements
Knowledge of Prosystems fx accounting software desired

]]> Thu, 06 Sep 2018 00:00:00 PDT 0 <![CDATA[Plaintiff Employment Attorney]]> Plaintiff Employment Attorney

We are seeking a plaintiffs' employment attorney with 3+ years of experience.

We are a dynamic, busy and friendly plaintiffs' employment and personal injury litigation firm.

We are seeking an attorney with 3+ years of experience working for an employment law firm. The attorney will handle a case from inception through trial, conduct intakes for employment cases, prepare discovery requests and responses, take and defend depositions, assist with trial preparation, interact with clients, etc.

Required Qualifications:

1. License to practice law in California
2. 3+ years experience working in an employment law firm
3. Excellent computer skills, including a good working knowledge of Microsoft word/google calendar
4. Exceptional analytical, communication and presentation skills
5. Experience taking and defending depositions
6. Trial experience preferred
7. Personal Injury experience preferred

Email your resume and salary requirements
]]> Mon, 27 Aug 2018 00:00:00 PDT 0 <![CDATA[Senior Accountant]]> SENIOR ACCOUNTANT

DESCRIPTION

Looking for a Sr. Accountant to assist with general and cost accounting functions for our aerospace manufacturing plant in Carson, CA.

Our high-tech, multi-material fastening systems are found nose to tail on aircraft and aero engines. Our products are also critical components of industrial gas turbines, automobiles, commercial transportation vehicles, and construction and industrial equipment.

Join and join a network of people who are passionate about industry-changing technology that advances the world. Youâll have the opportunity to work with leading global companies that operate in world-changing industriesâsuch as aerospace, automotive, building and construction, defense and commercial transportation. Itâs not just a job. Itâs a career and a path to the future. Youâll be part of a diverse culture of learning, teaching and mentorship. is fully committed to developing people: providing employees with the resources, and learning and development opportunities they need to excel and build a career.

Key Responsibilities:

Assist with General Accounting functions such as financial reporting, fixed assets management, inter-company accounting, and daily expense analysis.

Assist with month end closing including preparing and posting of journal entries

Assist in monitoring and managing of day-to-day cost accounting function including Raw material, Work-in-process and Finished goods inventory management

Review open and close work orders to analyze and correct variances and costing errors in the system.

Calculate inventory reserves and perform inventory reconciliations to report the final balances to Headquarter

Work with operations managers and planners to perform work orders weigh count and raw material and finished goods inventory cycle count audit

Assist in the preparation of the monthly business review and Business Unit Staff meeting packages

Perform a monthly testing of internal controls to maintain internal controls and to ensure that the location follows internal audit and headquartersâ policies and procedures.

Prepare and analyze monthly financial reports as required by corporate headquarter

Assist with monthly forecast, planning and budgeting as needed

Other tasks as assigned

Skills:

Excellent verbal and written communication skills

Strong analytical skills

Strong organizational skills; able to accomplish tasks in a fast-paced environment

Minimum Years of Experience 3

Preferred Qualifications

Prefer 5+ years of Accounting experience

Cost Accounting experience in Manufacturing

Shop floor cost and budget variance analysis

Experience with inventory and variance analysis and management

Proficient in Excel, Word, PowerPoint, Oracle and ERP system

Experience with GAAP

Experience with ERP system integration (will be rare)

General Ledger experience, month end closing, journal entries

Security Clearance Required: No
]]> Wed, 22 Aug 2018 00:00:00 PDT 0 <![CDATA[Audit Senior]]> Audit Senior

Company Summary

Our client is a highly regarded Bay Area regional CPA firm providing audit, tax, and advisory services to some of the worldâs most affluent individuals, families, closely held businesses and non-profit organizations.

They are seeking a highly motivated and experienced audit professional to be part of a growing team.

Their clients include many of the “Whoâs Who” of the San Francisco Bay Area, the United States and the world.

Their world-class training and management development programs will provide you with individualized guidance and will help you to easily integrate into the firm.

The partners and managers will work closely with you to ensure that you have many opportunities to achieve your personal goals and to contribute to the companyâs growth and objectives.

Audit Senior Summary

The Audit Senior will be responsible for a full array of audit and consulting services for our privately-held clients in a variety of industries, including but not limited to: investment/private equity, professional services, distribution companies, real estate, and not-for-profit organizations.

In this highly visible and responsible role, the Senior will have frequent interaction with Partners, client teams, and staff. The individual will also be expected to demonstrate industry experience, leverage client relationships, and be responsible for the professional development of staff.

The Senior must thrive in a fast-paced environment and possess effective time management to meet deliverables with the highest level of professionalism, accountability, integrity, and confidentiality.

Audit Senior Essential responsibilities will include, but are not limited to:

Working closely with the engagement Partner, manager, and staff to understand and meet client expectations and deliverables
Performing and supervising field work for client audits and staff engagement teams
Prioritizing and successfully completing multiple projects and responsibilities under restrictive deadlines
Developing an understanding of each clientâs business and industry and routinely seeking information regarding client needs and concerns
Communicating effectively with clients and their staff to provide the highest level of client service
Keeping up-to-date on applicable audit and accounting professional standards and research software
Acting as a role model and mentor to new and existing staff by creating a positive work environment that fosters open communication among all project team members
Being available to work overtime and weekend hours during peak busy periods to meet deadlines as well as Partner and client expectations
Traveling and commuting to various client sites

Audit Senior Minimum requirements:

2-3 years of Audit experience in the financial industry preferred (hedge, private equity, venture capital, or other investment funds, broker-dealers, or registered investment advisors)
If no financial services experience, the candidate MUST have private company, real estate, nonprofit, or private foundation audit experience with a strong track record for learning new and varied industries and possess an interest in financial services audits going forward
Strong technical background with an ability to deal with complex accounting issues using a thorough understanding of GAAP standards, procedures, and techniques
At least Level 1 experience with auditing GAAP investments, but ideally, Levels 2 or 3
Familiarity with internal controls documentation
Excellent project management skills while paying close attention to detail
Effective personnel management skills, including being able to effectively supervise, train, and manage team members and/or subordinates
Bachelorâs degree in Accounting, Business Administration, or Economics with a minimum 3.5 GPA. A lower GPA will only be considered if the school has a strong Accounting program
CPA preferred, but CPA exams in progress will be acceptable
Must successfully pass a background check and be authorized to work in the United States

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.

This is a full-time position for a qualified candidate. We offer competitive, comprehensive salary and benefit packages and a positive, fun, and team-oriented working environment! All qualified candidates should submit their resumes and salary requirements
]]> Wed, 15 Aug 2018 00:00:00 PDT 0 <![CDATA[Corporate Finance - Manager]]> Corporate Finance Manager

Our client is a leading chartered accountancy firm with offices throughout the United Kingdom. With over 500 employees in over 27 office locations across the country (including Manchester, Nottingham, London and Birmingham), the firmâs Manchester office consists of 14 partners who specialise in a variety of sectors including healthcare, sports & leisure, property, recruitment, retail, automotive and hospitality sectors across the UK mid-market.

What RES are looking for

The Manchester office are currently seeking a motivated M&A Executive / Middle Manager who has gained between 5 to 7 years of experience from an established accountancy firm as a generalist, advising on business transactions and managing a pipeline of deals. All applications should be accompanied with a separate document stating the list of deals the applicant has advised on. The ideal candidate will have the following experience:

Experience leading a team of Analysts and Associates in an established accounting and advisory firm

Experience drafting and pitching strategic initiatives to Partners

Experience preparing memorandums, brochures and other marketing documents in advance of negotiations with potential bidders on behalf of the company and client

Experience conducting due diligence on prospective portfolio companies

Experience in deal sourcing, marketing and communication

Experience in project management and the management of concurrent projects at a national and global scale

The ideal candidate will also have the following:

BA, BSc in business, finance or related discipline from a leading school in the UK

Have obtained a full postgraduate chartered accounting qualification (ACCA, ACA, CA(SA)) or chartered finance qualification, including CFA Level 3

At least 4 years of M&A generalist (sell-side) experience

Advanced understanding of run-rate and pro-forma methods of valuation, a good understanding of IRR, LBO, WACC and DCF is essential

Must be a self-starter, motivated and driven to success

Great oral and written communication skills

Proven and demonstrable team-oriented work ethic achieved in a corporate environment

Fluent in English (a second language is desirable but not essential)

]]> Wed, 15 Aug 2018 00:00:00 PDT 0 <![CDATA[Audit Manager]]> Audit Manager

Advance your career with us and be a part of a five-decade legacy of working with the “Whoâs Who” of the San Francisco, Silicon Valley, the United States and the world. We offer a progressive, entrepreneurial environment with flexible schedule; and competitive, comprehensive compensation and benefit packages.

Overview & Responsibilities

The Audit Manager will be responsible for a full array of audit & consulting services for our privately held company clients in a variety of industries including but not limited to real estate, investment/private equity, professional services, distribution companies, and not-for-profit organizations. In this highly visible and responsible role the manager will assist clients in developing risk assessments, conduct audits, establish internal audit programs, and have frequent interaction with client teams, partners and staff. The role will oversee all responsibilities of the engagement staff while meeting the project deliverables and providing the highest quality of client service and client satisfaction. The individual will also be expected to demonstrate industry experience, leverage client relationships, and be responsible for the professional development of staff. They must thrive in a fast paced environment while effectively managing their time to meet deliverables with the highest level of professionalism and accountability.

Essential job duties will include, but not limited to:

Assume full responsibility for planning, supervising and completing projects
Create budgets for each client project and responsible for accurate and timely client billing
Understand engagement partner expectations of the engagement and deliverables
Work closely with engagement partner, and staff to meet client expectations and deliverables
Be able to balance and effectively deliver on multiple projects and job responsibilities under restrictive time constraints
Communicate effectively with clients and clientâs staff to provide the highest quality of client service
Act as a role model and mentor to new and existing staff by creating a positive work environment that fosters open communication among all project team members
Perform continuous staff review and appropriate feedback including productivity
Keep current on applicable audit and accounting professional standards
Develop an understanding of clientâs business and industry and routinely seek information from the client regarding their needs and concerns
Develop new client contacts and relationship beneficial to the firm

Proficient with technology related to audit/accounting and research software
Be able to travel and commute to client sites
Be able to work overtime and weekend hours during peak busy periods to meet deadlines as well as partner and client expectations

Must have 5-7 years of progressive audit experience in public accounting serving a variety of industries
Must hold a Bachelorâs degree in Accounting, Business Administration or Economics
Strong accounting background and able to deal with complex accounting issues
Strong technical knowledge with a thorough understanding of generally accepted accounting and audit standards, procedures and techniques
Experience working with privately held companies, investment/private equity firms, professional services, real estate, distribution, and/or not for profit organizations, medical device, high tech, life sciences a plus
Must possess effective personnel management skills, including being able to effectively supervise, train and manage team members and/or subordinates.
Must be committed to best practices of the firm and consistently demonstrate ethical behavior
Must have excellent project and time management skills
Must be extremely detail-oriented
Must be able to be flexible in a variety of situations and be a team-player
Excellent verbal and written communication skills
Licensed CPA required; licensed in state of California preferred

Applicants must be able to pass a background check and must be currently authorized to work in the United States on a full-time basis.
]]> Wed, 15 Aug 2018 00:00:00 PDT 0 <![CDATA[Forensic Accountant - Family Law]]> Forensic Accountant - Family Law

Job Description

Seeking an experienced family law accounting professional

Responsibilities:

• Perform investigative accounting and discovery tasks
• Document and prepare basic schedules for financial affidavits, standard interrogatories, child support guidelines, mandatory disclosures and lifestyle analyses, among others
• Regular client communication
• Work collaboratively with a team of professionals to address all facets of divorce matters including equitable distribution, alimony, child support, and other ancillary issues
• Ad-hoc business valuation assignments

Requirements:

• At least 3-5 yearsâ experience in a similar role
• Bachelorâs degree in a related field
• CPA preferred
• ABV preferred
• Experience within a paperless office environment utilizing document management software, processes and procedures
• A general understanding of business valuation approaches & methodologies is a plus
• Must be proficient with MS Office (Excel, Word, etc.) and QuickBooks
• Will consider candidates with a strong public accounting background looking to transition into litigation
]]> Sat, 11 Aug 2018 00:00:00 PDT 0 <![CDATA[Business Tax Manager]]> Business Tax Manager

Job Description

·          Manage and co-ordinate the provision of tax compliance services for a portfolio of clients

·          Assist in the provision of planning and advisory work for clients, as required

·          Responsible for controlling WIP on allocated jobs, including billing and debt collection

·          Build and maintain good working relationships with clients and colleagues within the firm

·          Assist in the allocation of compliance and other work to more junior members of staff, ensuring the effective deployment of staff

·          Provide direction and support to junior members of staff in respect of all aspects of consultancy and compliance work

·          Participate in the recruitment of new staff, appraisal and provision of feedback to existing staff and in the development of staff, as required

·          Develop/maintain areas of specialisation as agreed with the partners

·          Prepare and present and/or assist in the preparation of external/internal presentations and training courses

·          Prepare technical material such as Factsheets and articles

·          Assist partners with project/consultancy work

·          Assist in marketing initiatives, such as the preparation of Factsheets, tendering to prospective clients etc, as required

·          Maintain awareness of UK taxation developments and other relevant taxation and accountancy developments

We are looking for the following attributes as outlined below:

·          Qualified accountant (ACA / ACCA / CIMA or equivalent) or commensurate professional experience

·          Qualified CTA desirable

·          Competent at using MS Office

·          Good Knowledge of all relevant computer applications

·          Good communication and presentation skills

·          Strong organisational and time management skills

·          Able to influence internal / external clients and colleagues

·          Proven planning and prioritising skills

·          Able to work under pressure with accuracy and focus

·          Able to demonstrate problem solving skills

·          Keen to add value to our clientsâ businesses

·          Self-motivated and able to apply relevant skills to new scenarios

·          Aware of own personal development and contributes towards it
]]> Fri, 10 Aug 2018 00:00:00 PDT 0 <![CDATA[Bookkeeper]]> Bookkeeper or AAT Part Qualified â Flexible Hours (min 30hrs per week) â

We are looking for a strong bookkeeper or AAT Qualified or Part Qualified to join our fast growing practice. Initially on a fixed term contract to cover maternity leave with the potential to join us permanently.

Job Purpose

To provide bookkeeping, payroll and VAT return services, reporting to the qualified accountants and Partners within the firm for a variety of clients.

Skills and Experience Required

•Bookkeeping experience - Sage 50 Accounts is a must

•Strong client service focus

•Good organisation and communication/interpersonal skills

•Strong use of Microsoft office e.g. Excel, Outlook
]]> Thu, 09 Aug 2018 00:00:00 PDT 0 <![CDATA[Tax Senior]]> The Tax Accountant role will be responsible for a full array of tax services in the areas of individual, partnership, corporate, trusts, estates and not-for-profit organizations and consulting to individuals, businesses, and family groups. They will possess an understanding of accounting principles and develop professional relationships that contribute to exceptional client service. The successful Tax Accountant will effectively manage their time and deliverables, while taking ownership of assignments and accepting responsibility for work product.

Minimum Requirements:

BA/BS in accounting
CPA license
Minimum 3-5 years of Public Accounting Firm experience required
Strong excel experience
Self-starter that is organized and flexible to handle multiple tasks
Strong written and verbal communication skills and interpersonal skills
Committed to best practices of the firm and consistently demonstrate ethical behavior
Ability to work individually or in a collaborative work environment

Our firm offers its employees competitive compensation, benefits/medical/dental/vision, group life insurance, continuing professional education, vacation/sick time, CalCPA membership, and the opportunity to participate in our 401(k) plan.
]]> Tue, 07 Aug 2018 00:00:00 PDT 0 <![CDATA[Employment Law Associate Attorney]]> Associate Attorney - Employment Law Attorney

Growing employment law firm looking to add a number of talented attorneys to our busy practice.

Our practice represents employees against large corporations in individual lawsuits and class actions in San Francisco, Los Angeles and throughout Northern and Southern California. We have special expertise in representing plaintiffs in sexual harassment, discrimination, retaliation, and wrongful termination claims. We have a substantial class action practice through which we fight to protect employees' wage and hour rights under California law.

We are currently looking to add a number of attorneys to our committed team. We have a strong team that is dedicated to providing exceptional legal services to our clients, and we seek to add additional members to this stellar team. You will need to have a passion for justice and a commitment to excellence in the legal field to be a good fit for this team. Experience in Employment Law is preferred but not required. Applicants who will fare best are attorneys with strong academic and employment records who are committed to providing a high quality legal service to employees in employment and labor disputes. A JD and current good standing with the California State Bar are required.

Firm Description

Our experienced attorneys have successfully represented employees against large corporations in a number of high profile individual lawsuits and class actions. We have special expertise in representing employees in sexual harassment, discrimination, retaliation, and wrongful termination claims. The firm also has a substantial class action practice centered on employment claims arising out of wage and hour violations for employees at work.

We are committed to obtaining justice. We pride ourselves on delivering exceptional legal services to our clients.

What Do We Offer Clients

We represent clients that have been the victims of any violation of their employee rights. We handle a variety of employment law matter including sexual harassment, discrimination, retaliation, wrongful termination and wage and hour claims. Our employment law practice is devoted exclusively to employee representation.

What Makes Us Unique

We steadfastly believe in protecting the rights of employees. Our experienced and skilled attorneys have successfully represented employees against some of the largest corporations in the US. We are committed to the pursuit of justice, and pride ourselves on delivering exceptional legal services to our clients.
]]> Fri, 27 Jul 2018 00:00:00 PDT 0 <![CDATA[Tax Manager - Investment Funds]]> Tax Manager - Investment Funds

Why Us?

Large CPA firm serving clients in financial services, energy, manufacturing and distribution, construction, technology, real estate, health care and government. Our services go beyond traditional assurance and tax services to include risk advisory, transaction advisory, IT advisory, energy compliance and consulting, forensics and litigation services, and specialty tax services such as international tax, state and local tax and private client services.

Position Profile

Looking for a Tax Manager to play a major role on our Investment Funds Services team. This individual will be responsible for providing tax compliance and advisory services for investment partnerships and related management entities. They will act as a lead team member on our multi-disciplinary team helping to provide financial service knowledge and experience while building and managing client relationships.

Education and Skills

Bachelor's degree in Accounting or related field or J.D., LL.M. in Taxation
Master's in Taxation (MST) from an accredited college/university
CPA with 5+ years of experience in investment partnership tax, including preparation of allocation schedules, Schedules K-1, Forms 1065 and related other related schedules
Working knowledge of alternative investment vehicles and structures, including hedge funds, private equity funds and mutual funds
Proven ability to manage, mentor and develop staff
Strong relationship management and practice development skills

Equal Opportunity Employer
]]> Tue, 24 Jul 2018 00:00:00 PDT 0 <![CDATA[Tax Staff Accountant]]> Tax Staff Accountant

We are seeking a Tax Staff Accountant

As a Staff Accountant your essential duties and responsibilities will include:

Preparing individual, corporate, partnership, gift and fiduciary tax returns
Tax planning
Identifying client needs and new business opportunities within client organizations
Managing multiple engagements
Researching tax issues and preparing tax opinion letters
Attending professional development and training seminars on a regular basis

Required Qualifications

Bachelorâs Degree in Accounting
Licensed CPA or CPA candidacy
Excellent written and oral communication skills

]]> Thu, 19 Jul 2018 00:00:00 PDT 0 <![CDATA[Tax Manager- Real Estate and Partnerships.]]> Tax Manager - Real Estate and Partnerships.

Oversee/assist with all aspects of the tax planning, preparation and review process with a concentration on partnership tax engagements.

Individual will also oversee/assist with all miscellaneous tax projects and conduct complex tax research to support the clientâs tax compliance and reporting.

Perform review of all tax workpapers and returns and ensure that all review comments are cleared prior to filing.

Maintain client relationships and assist firm leadership in identifying new work and assist in obtaining new engagements.

Tasks:

Oversee all aspects of tax engagements including tax planning, preparation and review of primarily partnership, some individual income tax returns and other tax returns as appropriate.
Primarily prepare complex partnership and some individual income tax returns and perform necessary tax planning and research.
Supervise and review all related work of seniors, staff, and interns on assigned client engagements.
Responsible for supervising, mentoring training and supporting development of seniors, staff and interns.
Communicate status of work, problems, and findings to both internal management and clients.
Collaborate with firm leaders, other departments and client leadership to identify issues and develop and implement solutions to address issues identified.
Review engagement profitability and prepare and analyze monthly billing for assigned engagements.
Develop and deliver executive presentations, summaries of financial information and lead client and internal meetings.

Work Experience and Education:

BA or BS in accounting or a related field.
Must be a CPA.
Significant experience in partnership tax compliance and consulting.
Experience with partnership structuring, entity formation and mergers & acquisitions is preferred.
Advanced understanding related to the tax aspects of partnership agreements, contributions of appreciated property related to 704(c), 704(b) capital accounts, special allocations and overall experience in dealing with Subchapter K â Partnership Taxation.
Understanding of pass-through entity taxation at various state and local levels.
Experience and understanding of individual income taxation as a result of partnership pass-through income.
Background in Real Estate taxation
Strong proficiency in partnership federal, state and local tax issues.
Strong proficiency with tax research software packages and strong working knowledge of federal tax code and regulations.
Experience ranging in 3 â 10 years plus in this area.

Focus on four major initiatives established by the Firm: Profitability, Practice Growth; Client Focus; and Brand Culture/Development.

Profitability:

Monitor the hours incurred by engagement team members and the progress of assigned client engagements to ensure work is completed within both a defined budget and a defined timeline.
Achieve charge hour budget and meet hour expectations established by Firm.
Monitor staff charge budgets to ensure staff and seniors achieve charge hour budgets and hour expectations established by firm.
Prioritize and manage multiple engagements and tasks.
Participate in and lead “approved” non-client initiatives to improve firm administration.
Assist in establishing and implementing policies that improve department efficiencies.
Consistently utilize all firm and department software efficiently.

Practice Growth:

Represent firm and build relationships by attending fundraisers, meetings with prospects/bankers, charitable events, professional organizations, etc.
Demonstrate strong leadership skills while completing client work and firm-related projects.
Identify opportunities to obtain new engagements and assist firm leadership in securing new clients and engagements.
Participate in and lead public speaking engagements and presentations.
Demonstrate excellent written and verbal communication skills.

Client Focus:

Demonstrate strong analytical skills and working knowledge of accounting and tax software.
Demonstrate ability to identify client risks and issues and communicate recommendations to clients and Firm associates.
Coordinate and collaborate with team, other firm associates and client personnel to ensure efficient flow of data, information, and financial issues, risks and recommendations.
Identify and present financial improvement opportunities for clients served.
Demonstrate appropriate understanding of clientâs business, industry and resources available to provide value to clients.
Identify complex issues and perform complex technical research to make recommendations to firm and client leadership.

Brand Culture/Development:

Exemplify Brand Attributes of the Firm and promote positive work environment for team members.
Support and ensure adherence to all administrative policies and procedures of the Firm.
Demonstrate ability to work independently or in a team environment and exhibit confidence addressing and resolving conflict with peers, subordinates and firm leaders.
Consistently seek feedback on performance from superiors and enhance and develop individual professional and technical skills.
Prepare and deliver objective and candid performance evaluations to direct reports and identify coaching and mentoring opportunities to assist in development of associates.

Organizational Relationships:

Individual will report directly to a Performance Manager who will provide any necessary guidance relative to administrative issues or work performance through the formal evaluation process.
Responsible for the co-management and supervision of the Tax Department staff numbering more than 35 people.

]]> Tue, 17 Jul 2018 00:00:00 PDT 0 <![CDATA[Audit Senior]]> Senior Audit Accountant

As a senior on the audit team, you will have the opportunity to work on a variety of projects throughout the year to help build and develop a range of invaluable skills and experience.

Our attest engagements range from reviews and audits to financial advisory consulting engagements.

Work with emerging growth technology and software sector companies

The focus of the corporate audit work has been built within the realm of technology and software companies.

These engagements are accompanied by strong finance and accounting teams that deal with highly technical and challenging aspects of the accounting and financial reporting process which in turn allows for opportunities for technical skill development and refinement for the audit team members.

Additionally, many of our emerging growth audit clients are venture backed, thereby providing exposure to unique equity structures and the related accounting implications.

Growth opportunity

Join a growing and thriving regional firm with generous growth potential within the firm.

They have built its name on top notch work for the sectors and clients that we serve. Much of our growth has been from referrals and positive relationships that we have maintained with our clients.

Strong office culture

The Portland office places importance on team bonding and office culture. Office outing events, happy hours, and involvement with charitable organizations are a few things that are part of our regular routines to aid in the office culture.

Qualifications & Responsibilities

Professional development and licensing
At the senior level, individuals should have a minimum of two busy seasons of experience in a staff level position.
Have completed or are in the process of passing the CPA exam.
Establish a personal development plan to identify goals and objectives and understand the skills necessary to advance your career to the next level.
Development of personal technical skills.
Maintaining strong client relationships.
Begin to develop proficiencies with GAAP reporting.
Understand and apply relevant auditing techniques, procedures, and requirements.

Team roles and responsibilities

Initiate, monitor, and deliver assigned compliance services timely and accurately
Proactively manage timelines and communicate with managers and partners.
Help develop and supervise staff team members in firm policies and procedures and technical and professional training.
Be successful in multitasking by handling various projects simultaneously by managing workloads, prioritizing, planning, and delegating tasks where appropriate.
Display and promote team mentality and positive working environments for all peers.

]]> Tue, 10 Jul 2018 00:00:00 PDT 0 <![CDATA[Senior Tax Manager]]> Tax Senior Manager

Top 20 CPA firm are looking for a Senior Tax Manager to join their growing Tax PCS team

Introduction to the team
Tax Servicesâ teams deliver quality tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals.

Responsibilities:

Serve as the primary engagement manager with economic responsibilities for billing, realization, and collections.
Effectively leverage available technology and other resources to maximize technical application to project, and holds the engagement team to the same standard.
Determine appropriate tax objectives, scope and methodology and actively participate in decision making with client's management to understand the broader impact of current decisions and possible solutions.
Evaluate skills and develop Managers, Seniors and Staff in client engagement management and technical expertise in individual, trust, partnership, corporate, federal, state, local and foreign tax returns, estimated payments and extensions, and federal and state tax audits.
Develop and execute a business development plan which includes networking, new client development and client expansion activities

?Qualifications:

Bachelor's degree in accounting or related field required; Master's degree in Taxation preferred
Minimum of 7 years of related experience
Previous experience in a public accounting firm preferred
CPA required
Minimum of 4 years supervising and training experience
Subject matter expert in corporate, partnership, individual or trust and estate taxation required; prior experience working with large, multi-state, internationally active middle-market clients preferred
Proven market facing skills required to develop new business and sustain existing excellent client relationships
Must have visibility and recognition within your industry specialization and in your local market
Proven success managing multiple client engagements
Excellent written and verbal communication and interpersonal skills

]]> Fri, 06 Jul 2018 00:00:00 PDT 0 <![CDATA[Tax Manager]]> Tax Manager

The Tax Services Manager is responsible for advising clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, the Tax Manager is charged with applying knowledge to understand potential tax issues, and recognizing, communicating potential risks and potential changes in the tax policy and making top-level decisions regarding filing, preparation and resolution of questions from federal / state agencies.

Education:

Bachelors degree in Accounting or other relevant field required
Masters degree in Accounting beneficial, masters degree in taxation preferred

Experience:

Eight (8) or more years of prior experience
Prior supervisory experience required

License/Certifications:

CPA certification preferred
Possession of other professional degrees or certifications applicable to role beneficial

Software:

Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat
Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process software including GoFileRoom, GoSystemRS, Caseware, BNA Depreciation Software, or comparable programs and standard tax workpapers

Other Knowledge, Skills & Abilities:

Superior verbal and written communication skills
Ability to effectively delegate work as needed
Strong analytical, research and critical thinking skills as well as decision-making skills
Capacity to work well in a team environment
Capable of developing and managing a team of tax professionals
Ability to compose written tax advice
Capable of effectively developing and maintaining client relationships
Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients

]]> Tue, 03 Jul 2018 00:00:00 PDT 0 <![CDATA[SEC Audit Manager]]> SEC Audit Manager

Job Summary

As an Audit Manager on our fun, close-knit audit team, this is what your work entails:

Youâll serve a variety of publicly-traded commercial clients in various manufacturing and distribution industries while reporting to senior managers and partners leading those engagements. However, it wonât be just limited to publicly-traded clients because youâll also serve privately-held commercial clients.
Taking responsibility of client relationships with a variety of clients to build positive relationships.
Managing multiple teams and providing performance feedback to all members of those teams when engagements end. That takes dedication, but we believe in you and value your feedback.
Anticipating and addressing client concerns and resolving problems as they arise.
Promoting new ideas and business solutions that result in extended services to existing clients. We encourage you to be creative and become an expert so that you can make a difference at our firm.
Continue learning the latest developments and the firm's standards and policies.
Staying on top of industry developments and their effects on client's competitive position.

Qualifications

5 to 7 years of recent public accounting external audit experience.
You should have specific experience working on audits of companies subject to SEC reporting and related rules and regulations with experience specific to PCAOB audits, audit procedures related to 10-Kâs and 10-Qâs, and experience with 404 internal control testing.
Your skills should include organization, communication, technical, time management, and accounting and auditing as you work effectively with clients and adequately handle multiple engagements and teams.
It is important that you interact with clients, prospects, all levels of staff, and colleagues in a professional fashion.
You will need to be able to multi-task since planning, executing, and wrapping up various engagements may have to be performed concurrently.
We require experience supervising engagement team members and instructing them on completing assigned task.
This position requires you to be a licensed CPA in the state of California or be able to be licensed in California.
Ability to work additional hours as needed and travel to various client sites.

For this specific opportunity, we are seeking talented professionals for full-time or seasonal work arrangement options.
]]> Fri, 22 Jun 2018 00:00:00 PDT 0 <![CDATA[SEC Audit Manager ]]> SEC Audit Manager

Job Summary

As an Audit Manager on our fun, close-knit audit team, this is what your work entails:

Youâll serve a variety of publicly-traded commercial clients in various manufacturing and distribution industries while reporting to senior managers and partners leading those engagements. However, it wonât be just limited to publicly-traded clients because youâll also serve privately-held commercial clients.
Taking responsibility of client relationships with a variety of clients to build positive relationships.
Managing multiple teams and providing performance feedback to all members of those teams when engagements end. That takes dedication, but we believe in you and value your feedback.
Anticipating and addressing client concerns and resolving problems as they arise.
Promoting new ideas and business solutions that result in extended services to existing clients. We encourage you to be creative and become an expert so that you can make a difference at our firm.
Continue learning the latest developments and the firm's standards and policies.
Staying on top of industry developments and their effects on client's competitive position.

Qualifications

5 to 7 years of recent public accounting external audit experience.
You should have specific experience working on audits of companies subject to SEC reporting and related rules and regulations with experience specific to PCAOB audits, audit procedures related to 10-Kâs and 10-Qâs, and experience with 404 internal control testing.
Your skills should include organization, communication, technical, time management, and accounting and auditing as you work effectively with clients and adequately handle multiple engagements and teams.
It is important that you interact with clients, prospects, all levels of staff, and colleagues in a professional fashion.
You will need to be able to multi-task since planning, executing, and wrapping up various engagements may have to be performed concurrently.
We require experience supervising engagement team members and instructing them on completing assigned task.
This position requires you to be a licensed CPA in the state of California or be able to be licensed in California.
Ability to work additional hours as needed and travel to various client sites.

For this specific opportunity, we are seeking talented professionals for full-time or seasonal work arrangement options.
]]> Fri, 22 Jun 2018 00:00:00 PDT 0 <![CDATA[Tax Manager]]> Tax Manager / CPA

Job Description

Redondo Beach CPA firm is looking to hire a Full-Time CPA. We specialize in corporate accounting and tax compliance and planning, consulting for small to medium size business and high net worth individuals. Continued rapid growth has created the need to bring on board another experienced CPA.

Qualifications:

3-7+ years experience preparing income tax returns
Lacerte is a must
Experience preparing S-Corp, Partnership, Individual, Exempt and Fiduciary return
Self Starter
CPA/EA required
Small Firm Mentality
Company offers competitive salary, paid vacation and 100% paid MEDICAL benefits. We also offer COMP Time for additional hours worked during busy season.
]]> Thu, 21 Jun 2018 00:00:00 PDT 0 <![CDATA[Tax Manager, Investment Funds Group]]> Tax Manager, Investment Funds Group

This is a position for our Investment Funds Group.

Essential Duties and Responsibilities include the following.

Core Competency is the demonstrated ability to carry out the primary responsibilities of the job which should be reflected in the essential duties section of the job description.

Is experienced at performing and can direct research of accounting treatment and complex tax returns. Accounting specialists perform technical reviews of financial statements, and special projects. Accounting services specialists demonstrate the ability to review and research complex GAAP and reporting issues.
Provide feedback on performance to members within the Firmâs reporting process, monitors CPE needs and requests specialized training for staff.
Review documentation prepared/reviewed by Managers, Senior Associates and Associates and provides feedback to enhance learning and complete engagement objectives.
Responsible for assisting and actively participating in the development of departmental training, methodology and tools.
Continue to demonstrate the firmâs billing standards and meet the required billing goals set with your Direct Report Manager.
Regular contribution to firm and service line administrative functions.
Enhance client relationships through strong communication and project management skills; maintains relationships with client throughout the year and identify other service opportunities when possible.
Take lead role in preparing and delivering proposals.
Monitors engagement progress against client expectations.
Develop extensive knowledge in niche area.
Responsible for ensuring engagement staff follow up on open items and issues and that engagement deliverables are completed timely.
Proactively works on Business Development activities including internal and external marketing.
Consistent completion of tax returns, financial statements, and/or special projects.
Leadership role in directing Managers and Senior Associates in engagement planning activities that includes establishing time budgets, ensuring required documentation are completed, designing programs and identifying risks or significant matters that require further discussion with the Engagement Partner or firm specialist.
Plan multiple concurrent client engagements and projects, including scheduling, deploying of resources and exhibits effective project management.
Continually develops, mentors, and trains Associates, Senior Associates, and Managers by actively cultivating an environment that challenges, encourages, and fosters professional and personal growth.
Demonstrates the ability to plan, execute, and deliver work independently with limited or no supervision on large complex engagements.
Supervise up to 5 to 10 or more staff on multiple concurrent engagements.
Supervise progress of staff by monitoring benchmarks against engagement objectives; provide performance feedback when needed.
Perform a review of the work prepared by Associates, Senior Associates, and Managers for coverage, completeness, accuracy, and technical proficiency.
Effectively delegate tasks to facilitate professional development and efficient utilization of firm resources.
Demonstrate a comprehensive understanding of tax return and financial statement processes.
Demonstrate the ability to resolve engagement issues, consulting with the Engagement Partner and firm specialists as necessary.
Consistently take ownership of assigned engagement objectives and demonstrate the ability to plan multiple concurrent engagements while maintaining the department staff schedule.
Keep team members apprised of engagement and scheduling issues on a timely basis.
Work with your Direct Report to develop a charge goal, along with a plan to achieve and monitor your monthly and annual goal.
Work with Partner to develop an appropriate plan of professional development, professional reading, and CPE, and take responsibility to ensure that plan is achieved.
Demonstrate a comprehensive understanding of the clientâs operations, accounting systems, financial condition, and the industry in which it operates.
Establish and maintain a good working relationship and demonstrate effective communication with client personnel at appropriate levels.
Maintain appropriate professionalism in client and team interactions.
Responsible for ensuring that deliverables and workpapers produced by team members are clear, concise, well written, and in conformity with firm standards and professional requirements.
Proficient at prioritizing and managing multiple engagements within given timeframes and budget parameters, and strive for adherence.
Adhere to the Firmâs policies and procedures, Core values, demonstrate their importance to others, and provide input to management on suggested modifications to Firm policies and procedures as necessary
Be familiar with and adhere to relevant ethical requirements of the AICPA, contained in the Code of Professional Conduct, the Texas State Board of Public Accountancy, and the Texas Society of CPAâs in discharging their professional responsibilities.
Perform other duties as assigned.

Specialized Responsibilities for Financial Services

Provide tax compliance and advisory services for investment partnerships and related management entities
Work as part of a multi-disciplinary team helping to provide financial service knowledge and experience
Build and manage client relationships

Bachelorâs degree in Accounting or related field.
Masters degree in Accounting or related field preferred.

Skills:

Excellent written and oral communications skills.
Team orientation and strong interpersonal skills.
CPA with 5 to 8 or more years of experience in public accounting.
investment partnership tax experience, including preparation of allocation schedules, Schedules K-1, Forms 1065 and related other related schedules
Working knowledge of alternative investment vehicles and structures, including hedge funds, private equity funds and mutual funds.
Basic understanding of the tax implications associated with financial products
Bachelor's degree, J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) from an accredited college/university
Outstanding leadership skills.
Possess technical knowledge sufficient to supervise Staff and Managers.
Demonstration of independent thinking and strong decision-making skills.
Proven ability to manage and develop staff.
Strong relationship management and practice development skills.
Experience with a variety of industries and all aspects of federal tax laws. Accounting Service Senior Managers will be experienced with a wide variety of industries and all aspects of GAAP and financial reporting.
Demonstrates a proven ability to attract and service new clients and expand services to existing clients.
Employee Referral Program Eligible

]]> Tue, 19 Jun 2018 00:00:00 PDT 0 <![CDATA[Tax Manager, Private Client Services]]> Tax Manager, Private Client Services

This is a position for our Private Client Services Team.

Essential Duties and Responsibilities include the following.

Core Competency is the demonstrated ability to carry out the primary responsibilities of the job which should be reflected in the essential duties section of the job description.

Is experienced at performing and can direct research of accounting treatment and complex tax returns. Accounting specialists perform technical reviews of financial statements, and special projects. Accounting services specialists demonstrate the ability to review and research complex GAAP and reporting issues.
Provide feedback on performance to members within the Firmâs reporting process, monitors CPE needs and requests specialized training for staff.
Review documentation prepared/reviewed by Managers, Senior Associates and Associates and provides feedback to enhance learning and complete engagement objectives.
Responsible for assisting and actively participating in the development of departmental training, methodology and tools.
Continue to demonstrate the firmâs billing standards and meet the required billing goals set with your Direct Report Manager.
Regular contribution to firm and service line administrative functions.
Enhance client relationships through strong communication and project management skills; maintains relationships with client throughout the year and identify other service opportunities when possible.
Take lead role in preparing and delivering proposals.
Monitors engagement progress against client expectations.
Develop extensive knowledge in niche area.
Responsible for ensuring engagement staff follow up on open items and issues and that engagement deliverables are completed timely.
Proactively works on Business Development activities including internal and external marketing.
Consistent completion of tax returns, financial statements, and/or special projects.
Leadership role in directing Managers and Senior Associates in engagement planning activities that includes establishing time budgets, ensuring required documentation are completed, designing programs and identifying risks or significant matters that require further discussion with the Engagement Partner or firm specialist.
Plan multiple concurrent client engagements and projects, including scheduling, deploying of resources and exhibits effective project management.
Continually develops, mentors, and trains Associates, Senior Associates, and Managers by actively cultivating an environment that challenges, encourages, and fosters professional and personal growth.
Demonstrates the ability to plan, execute, and deliver work independently with limited or no supervision on large complex engagements.
Supervise up to 15 or more staff on multiple concurrent engagements.
Supervise progress of staff by monitoring benchmarks against engagement objectives; provide performance feedback when needed.
Perform a review of the work prepared by Associates, Senior Associates, and Managers for coverage, completeness, accuracy, and technical proficiency.
Effectively delegate tasks to facilitate professional development and efficient utilization of firm resources.
Demonstrate a comprehensive understanding of tax return and financial statement processes.
Demonstrate the ability to resolve engagement issues, consulting with the Engagement Partner and firm specialists as necessary.
Consistently take ownership of assigned engagement objectives and demonstrate the ability to plan multiple concurrent engagements while maintaining the department staff schedule.
Keep team members apprised of engagement and scheduling issues on a timely basis.
Work with your Direct Report to develop a charge goal, along with a plan to achieve and monitor your monthly and annual goal.
Work with Partner to develop an appropriate plan of professional development, professional reading, and CPE, and take responsibility to ensure that plan is achieved.
Demonstrate a comprehensive understanding of the clientâs operations, accounting systems, financial condition, and the industry in which it operates.
Establish and maintain a good working relationship and demonstrate effective communication with client personnel at appropriate levels.
Maintain appropriate professionalism in client and team interactions.
Responsible for ensuring that deliverables and workpapers produced by team members are clear, concise, well written, and in conformity with firm standards and professional requirements.
Proficient at prioritizing and managing multiple engagements within given timeframes and budget parameters, and strive for adherence.
Adhere to the Firmâs policies and procedures, Core values, demonstrate their importance to others, and provide input to management on suggested modifications to Firm policies and procedures as necessary
Be familiar with and adhere to relevant ethical requirements of the AICPA, contained in the Code of Professional Conduct, the Texas State Board of Public Accountancy, and the Texas Society of CPAâs in discharging their professional responsibilities.
Perform other duties as assigned.

Bachelorâs degree in Accounting or related field.
Masters degree in Accounting or related field preferred.

Skills:

Excellent written and oral communications skills.
Team orientation and strong interpersonal skills.
CPA with 5 to 8 or more years of experience in public accounting.
Experience with high networth individuals, trusts, estates or small businesses (1040s, 1041s, and 1065s) for our Private Client Services Team.
Outstanding leadership skills.
Possess technical knowledge sufficient to supervise Staff and Managers in a wide variety of industries and perform the essential duties and responsibilities of the position.
Demonstration of independent thinking and strong decision-making skills.
Proven ability to manage and develop staff.
Strong relationship management and practice development skills.
Experience with a variety of industries and all aspects of federal tax laws. Accounting Service Senior Managers will be experienced with a wide variety of industries and all aspects of GAAP and financial reporting.
Demonstrates a proven ability to attract and service new clients and expand services to existing clients.

]]> Tue, 19 Jun 2018 00:00:00 PDT 0 <![CDATA[Accounting Manager]]> Accounting Manager

JOB SUMMARY:

The Accounting Manager is responsible for assisting with the functions of Payroll, Accounts Receivable, Accounts Payable, Income Journal, General Cashiering, Taxes, and Internal Controls. In some instances, is responsible for the daily operation of an area (Credit Manager, F&B Controls, Accounts Receivable). Responsible and encouraged to make recommendations, suggest financial control changes and report SOP and procedural violations.

JOB RESPONSIBILITIES:

Prepare, review and reconcile daily postings, accruals, various general ledger accounts and bank statements to ensure accurate financial information is available.

Compile, prepare, back-up and analyze various financial reports and statements to provide accurate, timely information to management, corporate and the owners.

Train, direct the work, resolve problems and assist with the hiring and performance and salary reviews of the accounting employees.

Compile, prepare, back-up and analyze period-end data on food and beverage costs and inventories (gift shop where applicable) to provide information and recommendations to management on current procedures and controls. Assist with the preparation of cost potentials as required.

May supervise the accounts receivable function and perform the hotel's credit/collection and food & beverage control function to ensure accurate, timely and quality service and support to hotel customers and management.

Review and monitor internal control procedures in the hotel. Areas included are Food & Beverage, Cashiering, Room Operations, etc.

Review ledger details daily for guest, city and deposit ledgers to validate proper payment and revenue postings.

Ensures occupancy and sales tax are balanced monthly, adheres to the tax compliance code and submits proper tax exemption paperwork to the corporate office monthly.

Handle sensitive and confidential materials and information without compromising the integrity of the organization

Weekly reconciliation of cash and credit card deposits.

Perform other related duties as required.

SKILLS AND EDUCATION REQUIREMENTS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required

• Bachelorâs degree in accounting or related field preferred.
• Previous accounting in the hospitality industry preferred.
• Working knowledge of Microsoft Office applications, including advanced skills in Excel.
• Ability to read, analyze and interpret common financial reports and legal documents.
• Ability to respond to common inquiries or complaints from customers.
• Ability to write routine reports.
• Time management skills.

QUALIFICATION:

Ability to perform essential job duties with or without reasonable accommodation and without posing a direct threat to the safety or health of employee or others. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Note: The responsibilities associated with this job could change from time to time in accordance with Hotel Californianâs business needs. As a team player, I may be required to perform additional and/or different responsibilities from those set forth above
]]> Sun, 17 Jun 2018 00:00:00 PDT 0 <![CDATA[Director of Finance]]> Director of Finance

JOB SUMMARY:

The Director of Finance/ Operations is responsible for the financial knowledge and expertise as a key business manager of the hotel to assist all levels of Management in providing hospitality service of the highest quality to customers worldwide. Assist the General Manager in achieving established business goals. Direct the accounting and control functions at the property, while ensuring timely reporting of operating results and maintains the integrity of the management information system.

JOB RESPONSIBILITIES:

• Supervise all accounting functions for the Hotel and Restaurants
• Prepare the financial statements within the time frames supplied in the Home Office closing schedule and according to the Company Policies and Procedures, Generally Accepted Accounting Principles and the Uniform System of Accounts.
• Analyze and interpret financial results to assist and advise the General Manager
• Maintain balance sheet analysis monthly with full supporting detail.
• Prepare accurate forecasts monthly and cash flow statements on request.
• Prepare timely and accurate sales, use and occupancy tax returns as well as any other external reports or returns as deemed necessary.
• Ensure successful treasury cash management as set forth in the policies and procedures manual.
• Ensure compliance with the management agreement and attendant legal documents. Understanding how those documents translate into financial responsibilities and how they may affect both the Property and the Home Office financial position.
• Maintain effective system and control procedures as set forth in the policies and procedures manuals.
• Ensure integrity and efficiency of computerized data processing functions.
• Ensure that all financial reports, budgets, forecasts, and other information required by the company are accurately compiled and submitted within the specified time limits, identifying variances, and making recommendations for improvements as appropriate.
• Review forecasts and budgets prepared by hotel and restaurant management teams to ensure that owners, the General Managers, and the Home Office are provided with guidelines of performance that are both reasonable and achievable.

·Ensure all legal, treasury, and tax documentation is properly maintained and secured, and that all statutory and fiscal reporting requirements are satisfied, which includes any governmental requirements for permits and licenses.

·Ensure adequate controls are installed and maintained for the protection of the property's assets against loss or misappropriation.

·Successfully lead and perform an advisory or interpretive role. Coaches department heads regarding their financial responsibilities and effective financial management techniques.

·Adheres to the highest ethical and business standards, and to the laws of the countries, states and cities in which the Company does business.

·Continuously monitor economic, social and governmental trends and policies to ensure the General Manager is kept fully apprised of any implications that may affect the performance of the hotel or restaurants in meeting its financial objectives.

SKILLS AND EDUCATION REQUIREMENTS:

·To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

·A degree from an accredited university or business college, majoring in accounting or business studies.

·Minimum 5 years practical accounting experience in the hospitality industry

·Exceptional technical analytical, and problem solving skills

·Prior experience with accounting systems and financial software

·Advanced computer skills required in accounting software, Excel, Word, PowerPoint, Outlook, etc.

QUALIFICATION:

Ability to perform essential job duties with or without reasonable accommodation and without posing a direct threat to the safety or health of employee or others. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
]]> Sun, 17 Jun 2018 00:00:00 PDT 0 <![CDATA[Senior Tax Manager / Tax Partner - HWNI / Private Client Services]]> Senior Tax Manager / Tax Partner - HNWI / Private Client Services

Job description

Fast growing regional public accounting firm is seeking a Senior Tax Manager / Tax Partner to grow the High Net Worth Individual Tax Practice.

The successful candidate will join a well-established firm and be well-versed in high net worth individual, trust, estate, gift and foundation tax. The individual should have strong research and technical skills.

Responsibilities

Review returns prepared by tax staff including individual, partnership, fiduciary, trust, and gift taxes

Get involved with tax controversies and advise and counsel clients

Interact with senior partners in planning for the firm

Interact with clients throughout the year to ensure a steady relationship between the client and the firm

Requirements

At least 15 years of experience

Public accounting with HNWI (high net worth individual) experience

Well-versed in high net worth individual, trust, estate, gift and foundation tax

Strong research and technical skills

CPA & MBA preferred

Software skills in Excel
]]> Sun, 17 Jun 2018 00:00:00 PDT 0 <![CDATA[Senior Tax - PCS / HNWI]]> Tax Senior Associate, PCS / HNWI

Our client, a rapidly growing regional accounting firm, is currently looking for a Tax Senior Associate for its Private Client Services / High Net Worth tax practice.

Our Private Client Services practice works with private companies, their owners, and other domestic and international high net worth individuals, serving as their advisor, advocate, teammate and partner.

We are dedicated to helping our clients achieve their long term goals by delivering highly personalized solutions that suit their unique needs. Our firm as well as our Private Client Services tax practice continues to take on new opportunities and grow, therefore, creating our need to fill this position.

Our ideal candidate will have an extensive and diverse tax background with a focus in providing tax and consulting services to high net worth individuals in the areas of individual income tax, wealth transfer and succession planning, and international tax; strong interpersonal skills with an approachable and professional demeanor that allows them to work well with others; excellent verbal and written communication skills; ability to coordinate, prioritize, and successfully meet multiple deadlines; thrives in a fast paced and dynamic environment; is a team player but able to work independently.

Responsibilities Include:

Identify, research, and provide analysis on a wide range of complex tax issues;
Demonstrate extensive technical skills with tax compliance assignments for partnerships, S-corporations, trusts, and individual tax clients working proficiently with specific tax forms as follows: 1040, 1041, 709, and FinCEN 114;
Perform as part of a multidisciplinary team;
Assist with tax-planning responsibilities for individual clients;
Supervise associates and teach technical concepts to less experienced staff;
Clearly communicate work plan and objectives to project supervisor and manage project assignments;
Apply tax technical knowledge to specific client situations;
Develop trusted relationships with client personnel and collaborate with clients to compile project information and resolve issues;
Deliver a high quality project on time and on budget; and
Effectively manage a team of people to deliver a technically and quantitatively correct work product.

Qualifications:

Bachelor's degree in Accounting;
Advanced degree and licensure preferred: MST, MAcc, JD/LLM, CPA;
Three or more years of experience primarily focused on working with high net worth individuals in providing tax planning services, reviewing client workpapers, and preparing income tax returns
Proficiency with Microsoft Office Suite, specifically in Excel, PowerPoint, and Word;
Proficiency with BNA Income Tax Planner;
Prior experience in researching technical tax issues in RIA, CCH IntelliConnect, BNA, and/or Lexis-Nexis and in preparing tax memoranda;
Experience managing projects including scheduling, budgeting, corresponding with clients, and billing;
Experience with Gift, Estate, and Trust tax planning and compliance experience a plus;
Experience with consulting on various international tax matters, such as cross-border and pre-immigration planning and related compliance matters a plus;
Prior Big 4 experience a plus;

It is our policy to provide equal employment opportunity to all employees and applicants for employment without regard to race, sex, color, creed, religion, national origin, age, disability, marital status or sexual orientation in accordance with all applicable laws, directives and regulations of federal, state and city entities.

Competitive Salary plus Medical, Dental, Vision, 401K and Retirement Plan Benefits.
]]> Fri, 15 Jun 2018 00:00:00 PDT 0 <![CDATA[Senior Tax Manager / Tax Partner - HWNI / Private Client Services]]> Senior Tax Manager / Tax Partner - HNWI / Private Client Services

Job description

Fast growing regional public accounting firm is seeking a Senior Tax Manager / Tax Partner to grow the High Net Worth Individual Tax Practice.

The successful candidate will join a well-established firm and be well-versed in high net worth individual, trust, estate, gift and foundation tax. The individual should have strong research and technical skills.

Responsibilities

Review returns prepared by tax staff including individual, partnership, fiduciary, trust, and gift taxes

Get involved with tax controversies and advise and counsel clients

Interact with senior partners in planning for the firm

Interact with clients throughout the year to ensure a steady relationship between the client and the firm

Requirements

At least 15 years of experience

Public accounting with HNWI (high net worth individual) experience

Well-versed in high net worth individual, trust, estate, gift and foundation tax

Strong research and technical skills

CPA & MBA preferred

Software skills in Excel
]]> Fri, 15 Jun 2018 00:00:00 PDT 0 <![CDATA[PCS Senior Tax Manager]]> PCS Tax Senior Manager

Current seeking an experienced Tax Senior Manager to join our expanding Private Client Services practice in El Dorado Hills. This role provides an opportunity to join a high-performing tax practice as a leader with opportunity for future Partner role. You will use your expertise in taxation to provide compliance and consulting services to multi-generational wealthy families and their private businesses and/or investment entities. Private businesses and investments are often owned in flow through enterprises such as partnerships and S corporations. You will also help lead and manage our growth, identify and seize new business opportunities, supervise staff and work closely with the Partners, clients and family offices.

We provide an exceptional opportunity to develop professionally through exposure to strategic tax planning and compliance, structure consultations with respect to family entities or private business entities, and all related Private Client/Family Wealth Services (personal taxation, charitable taxation, trust taxation, estate & gift taxation and financial planning for multi-generational families).

Candidates must be familiar with the tax consulting process and possess the analytical skills necessary for the effective diagnosis, development and implementation of solutions to clients' tax needs. With the firm, you'll have the opportunity to develop and pursue creative approaches to resolve client issues.

Position Description:

Managing and driving the success of multiple engagements
Be client facing and grow practice
Be responsible for revenue generation and managing a book of business
Attracting, developing, and retaining top talent
Keeping lines of communication open with staff and clients
Ability to manage within budgetary and time constraints while providing a high-level of client satisfaction
Anticipating and addressing client concerns and escalating problems as they arise
Initiating "cross selling" business to other practices
Promoting new ideas and business & tax solutions that result in extended services to existing clients
Developing an understanding of client's business or family structure & investments, and becoming a "functional expert" in the area
Keeping abreast of changes in industry regulation, maintain competency through continuing education and obtaining additional professional certifications
Providing appropriate and timely performance feedback to those supervised

Basic Qualifications:

8+ years continuous recent public accounting experience
Experience working for a Big 4 or large national, regional or local accounting firm
Bachelor's degree in Accounting
CPA license required
Strong experience with private client services (personal taxation, and trusts)
Experience in the review of tax returns for wealthy family members and their trusts and investment entities.
Must be able to support financial growth efforts and manage a book of business
Successful candidates will possess ability to plan client engagements, provide tax consulting services, manage compliance projects, supervise and review work of team staff members, work closely with clients as well as internal managers and partners
Strong verbal and written communication skills with the ability to articulate complex information and tax laws

Preferred Qualifications:

Masters of Taxation, MBA or Law Degree
]]> Fri, 15 Jun 2018 00:00:00 PDT 0 <![CDATA[Tax Manager]]> Tax Manager

Summary

Full service regional accounting firm with offices in multiple states growing quickly seeks an experienced tax manager offering 2 â 3-year partner track

Requirements

8 + yearsâ experience in an accounting firm

Active CPA license

Experience managing an audit team

Business development skills are a must

Book of business is preferred but not required

Able to work in a paperless office

]]> Tue, 12 Jun 2018 00:00:00 PDT 0 <![CDATA[Senior Audit Accountant]]> Senior Audit Accountant

Summary

Full service regional accounting firm with offices in multiple states growing quickly seeks audit / accounting professionals

Audit / Accounting Staff work up to 70% audit, reviews, compilations, 30% tax in busy season

Requirements

3-6 years experience in an accounting firm

Active CPA license or on CPA path

Able to work in a paperless office

Other

National firm training affiliation

Masters program
]]> Tue, 12 Jun 2018 00:00:00 PDT 0 <![CDATA[Tax Manager]]> Tax Manager

Job description

Looking for experienced Tax Manager with 5+ years public accounting experience with an emphasis on tax for closely-held businesses and individuals.

This is a great opportunity for you if you are looking to work with fantastic clients, a great team and perform challenging work.

The right candidate will have excellent technical skills, strong client service experience and a focus on making a positive impact for the client.

Opportunities for advancement, including ownership.
]]> Tue, 12 Jun 2018 00:00:00 PDT 0 <![CDATA[Tax Staff - Experienced Tax Staff]]> Tax Staff - Experienced Tax Staff

Summary

Full service regional accounting firm with offices in multiple states growing quickly seeks tax accounting professionals

We use CCH ProSystem, BNA and Spidell for tax preparation and research

Requirements:

1+ yearsâ experience in an accounting firm

Active CPA license or on CPA path

Able to work in a paperless office

Experience with CCH ProSystem, BNA and Spidell is a plus

Other Information:

National firm training affiliation

Masterâs program available
]]> Tue, 12 Jun 2018 00:00:00 PDT 0 <![CDATA[Audit Manager]]> Audit Manager

Summary

Full service regional accounting firm with offices in multiple states growing quickly seeks an experienced audit manager offering 2 â 3-year partner track

Requirements

8 + yearsâ experience in an accounting firm

Active CPA license

Experience managing an audit team

Business development skills are a must

Book of business is preferred but not required

Able to work in a paperless office
]]> Tue, 12 Jun 2018 00:00:00 PDT 0 <![CDATA[Tax Manager]]> Tax Manager

Summary

Full service regional accounting firm with offices in multiple states growing quickly seeks an experienced tax manager offering 2 â 3-year partner track

Requirements

8 + yearsâ experience in an accounting firm

Active CPA license

Experience managing an audit team

Business development skills are a must

Book of business is preferred but not required

Able to work in a paperless office

]]> Tue, 12 Jun 2018 00:00:00 PDT 0 <![CDATA[Tax Manager]]> Tax Manager

Summary

Full service regional accounting firm with offices in multiple states growing quickly seeks an experienced tax manager offering 2 â 3-year partner track

Requirements

8 + yearsâ experience in an accounting firm

Active CPA license

Experience managing an audit team

Business development skills are a must

Book of business is preferred but not required

Able to work in a paperless office

]]> Tue, 12 Jun 2018 00:00:00 PDT 0 <![CDATA[Audit Manager]]> Audit Manager

Summary

Full service regional accounting firm with offices in multiple states growing quickly seeks an experienced audit manager offering 2 â 3-year partner track

Requirements

8 + yearsâ experience in an accounting firm

Active CPA license

Experience managing an audit team

Business development skills are a must

Book of business is preferred but not required

Able to work in a paperless office
]]> Tue, 12 Jun 2018 00:00:00 PDT 0 <![CDATA[Senior Tax Accountant]]> Senior Tax Accountant

Summary

Full service regional accounting firm with offices in multiple states growing quickly seeks tax accounting professionals

Requirements

3-6 yearsâ experience in an accounting firm

Active CPA license or on CPA path

Able to work in a paperless office

Other

National firm training affiliation

Masterâs program
]]> Tue, 12 Jun 2018 00:00:00 PDT 0 <![CDATA[Audit Staff - Experienced Audit Staff]]> Audit Staff - Experienced Audit Staff

Summary

Full service regional accounting firm with offices in multiple states growing quickly seeks audit / accounting professionals

Audit Staff do up to 70% audit, reviews, compilations, 30% tax in busy season

Requirements

1+ years experience in an accounting firm
Active CPA license or on CPA path
Able to work in a paperless office

Other

National firm training affiliation
Masters program
]]> Mon, 11 Jun 2018 00:00:00 PDT 0 <![CDATA[Tax Manager - Corporate Tax]]> Tax Manager - Business Tax Services - SAN JOSE

Our Tax practice is all about providing authoritative tax guidance and planning for long-term assets, as well as legislative insights into tax policy. We work on some of the most complex tax cases around, and our clients look to us to translate those challenges into simple, effective tax strategies. As a Manager, youâll play a key part in that goal. Itâs a high-profile, deeply entrepreneurial role, where youâll personally manage operations with your own portfolio of prestigious clients. This work commonly includes automatic and non-automatic accounting method changes.

The opportunity

Youâll be part of a rapidly growing team. Youâll see that reflected in the growing breadth of opportunities youâll be able to access. With support from some of the most engaging professionals in the business, you can expect to develop your technical tax, management, marketing and business experience considerably.

Your key responsibilities

Youâre likely to spend your time managing multiple clients, so your ability to seamlessly move and prioritize efforts across accounts will be a vital part of the role. Put simply, everything you do will come back to developing and improving tax planning strategies, as well as our tools and processes. Weâll also look to you to identify opportunities for new business. That will mean collaborating with colleagues across the business and facilitating new relationships that meet currently unmet client needs in a wide range of areas. Since youâll be directly communicating with our clients, some travel may be necessary.

Skills and attributes for success

Preparing effective approaches to our clientsâ tax needs and identifying new business opportunities
Developing and executing authoritative strategic plans
Understanding, communicating and influencing intelligent decision making in complex tax areas
Provide timely and high-quality services and work products that exceed client expectations
Build client relationships and demonstrate knowledge of client business
Help to develop and guide staff and other junior tax professionals by providing effective performance feedback and ensuring team responsibilities are consistent with skills and developmental goals
Build on technical competence by keeping up to date on trends, developments and technical authorities and apply them to moderately complex situations

To qualify for the role you must have

Bachelor's degree in accounting, finance, or related field, as well as approximately 5 years of related work experience, OR a graduate degree in tax or law, and approximately 4 years of related work experience
A valid US CPA or licensed attorney designation
Broad exposure to federal income taxation
Excellent managerial, organizational, project management and verbal/written communication skills
The ability to work well in a team environment and be comfortable supervising teams of personnel and client personnel
Proficiency with MS Excel, MS Access, and data mining tools

Ideally, youâll also have

Familiarity or skill in IRS tax controversy and statistical sampling desired

What we look for

Weâre interested in tax professionals who are excited about implementing sophisticated types of quantitative analyses, with the confidence and knowledge to think creatively in a constantly shifting environment. If you possess an entrepreneurial spirit, the ability to prioritize across projects and make strong decisions in often-uncertain scenarios, this role is for you.
]]> Mon, 11 Jun 2018 00:00:00 PDT 0 <![CDATA[Audit Manager]]> AUDIT MANAGER

The Audit Manager works closely with Partners and clients to facilitate orderly completion of engagements. The Audit Manager is also responsible for reviewing work papers, preparing client files for partner review, interfacing with client executives and providing the final audit documents to clients for distribution.

MINIMUM POSITION QUALIFICATIONS:

- Understand the rules, requirements, and code of conduct of the AICPA, and the authoritative literature established by the FASB and GASB

- Be familiar with pertinent IRC sections and regulations as required

- Provide recommendations for business and process improvements based upon knowledge gained relative to the clientâs operations, processes, and business objectives

- Cultivate effective relationships with clients to provide superior client service

- Mentor, supervise and train staff, seniors and supervisors through counsel, guidance and coaching. Evaluate performance and participate in individualâs performance appraisal process

- Invest in professional development through active participation in training sessions and networking events both internally and externally

- Anticipate and address client concerns

DESIRED SKILLS/EXPERIENCE:

- Bachelors degree in Accounting, Masters degree a plus
- Valid CPA license
- Valid driverâs license
- Strong analytical, written, and verbal communication skills
- Ability to show strong leadership and mentoring capabilities
- Advanced technical skills in accounting and auditing
- Willingness and ability to travel
- Solid understanding of industry specific audit issues and attest services in any of the following areas; financial statement audit, regulatory compliance, due diligence and structuring, process and controls, or assertions and agreements
- Knowledge of Prosystems fx accounting software desired
]]> Mon, 04 Jun 2018 00:00:00 PDT 0 <![CDATA[Accounting Supervisor - Revenue Accounting ]]> Accounting Supervisor - Revenue Accounting

The purpose of this position is to ensure timely completion of consolidated and center level accounting transactions and provides detailed revenue valuation analysis to ensure departmental goals and objectives are achieved, in alignment with Mission and Core Values. This includes revenue valuation, reimbursement analysis, and preparing financial reports for corporate and field operations management and joint venture partners, as well as internal and external audit agencies.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The following duties and responsibilities generally reflect the expectations of this position but are not intended to be all-inclusive.

Accounting:

Supervise Revenue Valuation teammates, responsible for center level support in revenue valuation, reimbursement, and accounting for development projects.
Responsible for general ledger functions such as journal entry preparation, account analysis and reconciliations.
Review patient account transactions prepared in Reimbursement Operations for accuracy and completeness.
Prepare audit responses and answer audit questions.

Reporting / Analytics:

Responsible for corporate and field operations financial reporting.
Prepare, develop and modify selected recurring and ad-hoc financial schedules and related notes for management reporting.
Create detailed reports to support performance and strategic business initiatives.
Solid understanding of all areas of the revenue cycle with ability to support and provide recommendations and train new teammates.
Provide reporting to identify and interpret revenue trends and explain fluctuations.
Prepare analysis on business drivers in preparation for revenue review.
Interact with other departments to explain and resolve revenue reporting and valuation issues.

Process Improvement:

Identify, develop and implement efficient and standardized methods for recurring processes and reporting.
Identify and investigate data inconsistencies, and system and process opportunities, ensuring the integrity of revenue data in the GL.
Understand business processes and collaborate with teammates throughout the village to provide solutions to improve effectiveness/efficiency of processes.
Address complex inquiries from teammates/customers.
Other duties as assigned/required.

Leadership:

Primary responsibility for managing all teammate employment activity such as hiring, writing and conducting teammate annual Performance Development Reviews (PDRs).
Address teammate issues and escalate to Management/People Services as necessary.
Provide ongoing training, development, coaching, performance management, and opportunities for growth.

Determine staffing plans that promote the most effective use of all teammates.
Work with leadership to establish, communicate, and ensure departmental goals and objectives are achieved.

Here is what you can expect when you join our Village:

• A "community first, company second" culture based on Core Values that really matter.
• Clinical outcomes consistently ranked above the national average.
• Award-winning education and training across multiple career paths to help you reach your potential.
• Performance-based rewards based on stellar individual and team contributions.
• A comprehensive benefits package designed to enhance your health, your financial well-being and your future.
• Dedication, above all, to caring for patients suffering from chronic kidney failure across the nation.

MINIMUM QUALIFICATIONS

Education, licenses, certifications, and experience required to fulfill the essential duties, include computer skills as required.

Fifth year college or university program certificate, with an emphasis in Business, Accounting or Finance, or 2-4 years of related experience and/or training, or equivalent combination of education and experience in an accounting or healthcare organization. Previous management experience preferred.
Intermediate computer skills and proficiency with MS Office applications, and ability to learn new internal systems and tools. Experience with ERP software preferred.
Strong written, verbal and interpersonal communication skills with ability to probe, question, and listen attentively.
Minimum three years accounting experience.
Demonstrated project management and/or consultative skills when addressing complex inquiries from teammates, customers, and business partners.
Ability to read, analyze, and interpret general business communications.
Ability to work with and apply algebra calculations, probability and statistical inference, and concepts such as fractions, ratios, and percentages to practical situations.
Ability to make timely and quality decisions.

ESSENTIAL BEHAVIORS, SKILLS, AND ATTITUDES REQUIRED FOR SUCCESS IN THIS POSITION

Commitment to values of Service Excellence, Integrity, Team, Continuous Improvement, Accountability, Fulfillment and Fun with ability to demonstrate those positively and proactively to patients, teammates, management, physicians, and/or vendors (Village Service Partners) in everyday performance and interactions
Demonstrate reasoning, creative thinking and problem solving abilities.
Critical thinker with demonstrated ability to perform root cause analysis, draw conclusions, solve problems, prepare and implement action plans, and lead improvement initiatives.
Ability to influence peers and build strong relationships across departments/teams and can demonstrate poise and assertiveness in holding peers accountable.
Excellent organizational skills with strong attention to detail.
Strong analytical ability and issue resolution; able to solve practical problems with a variety of concrete variables in situations.
Self-directed; able to work independently and a member of a team and to foster a positive work environment.
Ability to manage multiple projects, meet deadlines, and adjust priorities in a fast-paced, ever-changing and evolving work environment with shifting time frames.
Demonstrated aptitude for effective delegation, escalation and coordination skills.

]]> Mon, 04 Jun 2018 00:00:00 PDT 0 <![CDATA[State Tax Manager]]> State Tax Manager

Exciting opportunity for a State Tax Manager, located at our corporate headquarters in Lancaster, PA. The State Tax Manager will be responsible for managing state income tax issues and reporting including compliance, strategy and supporting related financial statement reporting for Armstrong Flooringâs global business. In addition, the State Tax Manager will support the major Tax Department processes for domestic compliance and planning.

Essential Functions of the Job:

Provide leadership on state tax planning projects including analysis, documentation, and presentation of conclusions.
Review and oversee the state tax provision process
Lead identification and resolution of FIN 48 issues
Preparation and review of valuation allowance analysis
Review and oversight of the income tax accounts and effective tax rate
Develop responses to audit requests related to Armstrong Flooring and its subsidiaries
Review of apportionment reports for sales, property, and payroll factors supporting state returns and planning initiatives
Review of federal and state income tax returns
Review of quarterly estimate payments and extensions
Support and implement process improvement initiatives within the Tax Department
Identification and analysis of income tax law changes
Performance of all necessary research and analysis in areas of responsibility, as required
Assist with data requests and analysis relating to Armstrong Flooringâs global business
Ensure compliance with all required filing, mandates, and law changes
Ensure compliance with tax notices by assisting with the review of notices and maintenance of the tax notice database
Identification of tax credit opportunities
Supervise tax department staff and outside consultants
Assist with Sarbanes Oxley compliance, data management, and organization efforts within the Tax Dept

Required Qualifications:

B.S. or B.A.in Accounting or Business Administration
7+ years of relevant tax experience in either public accounting or a corporate tax department
Strong analytical and verbal/written communication skills
Ability to thrive in a fast-paced, professional environment
Experience with corporate tax software and tax research products
Experience with Microsoft Office with an emphasis on Microsoft Excel

Preferred Qualifications:

CPA
International income tax experience a plus
Experience with SAP and Hyperion a plus
Experience with ONESOURCE Income Tax and Tax Provision software

Knowledge, Skills & Abilities:

Demonstrated hands-on approach and success in working in a team-based environment
Process improvement acumen

]]> Mon, 04 Jun 2018 00:00:00 PDT 0 <![CDATA[Operations Manager- South Gate, CA]]> Operations Manager

Opportunity for a seasoned Operations Manager who will bring innovation and strong leadership skills to continually improve the manufacturing operations in one of our most critical plants. Under the guidance of the Plant Manager, this position is responsible for effective management and coordination of all production operations associated with the facility as well as providing general technical and process support.

Duties and Responsibilities:

Modeling the personal and organizational leadership needed to deliver an effective safety process, cultivating an effective safety culture and ensuring safe work performance of multiple production lines
Ensuring the effective performance of production and maintenance operations, including safety, quality, delivery and cost
Promoting continuous improvement by developing and maintaining systems utilizing tools such as Lean, Six Sigma, etc.
Tracking plant and department performance, identifying areas for improvement, and implementing actions to improve performance
Effectively managing and developing salaried and hourly personnel
Promoting a positive work environment through strong leadership, employee relations, and conflict resolution skills
Preparing and managing both annual production line budgets; Assisting in managing the plant budget and capital improvement projects
Supporting product development and continuous improvement projects
Participating as a member of plant leadership teams, including the Safety Leadership Team and Lean Steering Committee

Supervisory Responsibilities:

Manages operational support team which includes production supervisors, process engineer

Travel:

Occasional travel for conferences, vendor meetings or similar activities may be required

Required Qualifications:

Bachelor's degree in Engineering or equivalent field
Minimum of 10 years manufacturing experience in a durable goods industry, with at least 5 years in a management role
Successful track record of achieving plant operational goals
Demonstrated knowledge, understanding, and implementation of process improvement methodologies, including Lean and Six Sigma
Experience driving and supporting innovative manufacturing systems
Experience supporting and implementing organization development and human resources initiatives
Business knowledge of budget, asset and cost structure management
Must be able to complete the Ishihara test for color blindness and the Farnsworth-Munsell 100-hue color test

Preferred Qualifications:

Master's degree
Six Sigma Green Belt certification
Lean Certification
SAP experience

Knowledge, Skills & Abilities:

Excellent organizational and teamwork skills
Strong attention to detail
Ability to follow established policies and procedures
Proficient computer skills including MS Office
Ability and willingness to work core hours to support the needs of different shifts

Competencies:

Advanced Decision Making
Building Collaborative Work Relationships
Building Trust
Compelling Communication
Customer Focus
Driving for Results
Facilitating Change
Planning and Organization

]]> Sun, 03 Jun 2018 00:00:00 PDT 0 <![CDATA[Senior Auditor Pasadena]]> Senior Auditor

Performs and participates in planning various and diverse operational and financial audits, reviews and special projects.
Essential Responsibilities:

Contribute to the audit planning process; assist in the development of audit objectives and detailed test procedures that effectively address key controls and risks.
Develop work papers that address the objectives of the audit program and support the conclusions reached during testing. Adhere to the IIA Standards and IAS guidelines for workpaper documentation.
Assess business systems/processes to identify key control points and risks. Document using narrative and/or flowcharting techniques.
Draft audit conclusions, discuss potential issues with clients, and prepare and deliver other summary communication documents as required.
With supervision, successfully execute all phases of the audit process for moderately complex projects.
Contribute to the development of the assigned practice area by participating in risk assessment activities, creation of audit tools, establishing client relationships, and identifying and sharing relevant information.

Qualifications: Experience

Minimum three (3) years of professional auditing or comparable experience required.

Education

Bachelor's degree in business, accounting, finance, information systems or related field, OR four (4) years of experience in a directly related field.
High School Diploma or General Education Development (GED) required.

Additional Requirements:

Demonstrated knowledge, skills & experience in applying the principles & practices of internal auditing in accounting, financial & operational environments, including auditing business functions & information technology systems.
Demonstrated general accounting, financial & business skills, knowledge, & experience.
Must be able to work in a Labor/Management Partnership environment.

Preferred Qualifications:

Certified Internal Auditor (CIA), Certified Public Accountant (CPA), or Certified Information System Auditor (CISA) is preferred

]]> Mon, 21 May 2018 00:00:00 PDT 0 <![CDATA[Senior Tax Manager - Partner Track]]> Senior Tax Manager - Tax Partner Track

Seeking a Senior Tax Manager with more than 10 years of tax experience in public accounting needed with emphasis in business taxation.

Looking for an entrepreneurial mindset and excellent leadership skills to lead our firm as we continually grow as a preferred tax consulting practice within our markets.

Essential Duties and Responsibilities:

Manage, direct, and monitor multiple client services teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients; and manage to budget.

Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end reviews.

Conduct primary and secondary review of complicated or complex income tax returns including Corporate, S-Corp., partnership, and individual clients.

Maintain active communication with clients to manage expectations, ensure satisfaction, make sure deadlines are met, and lead change efforts effectively.

Consult, work with, and service client to make recommendations on business and process improvement and serve as a business adviser to client.

Other duties as assigned.

Requirements:

Bachelor's degree in Accounting and a CPA.
Masterâs in taxation, LLM in Taxation, or JD desired.

10 + years of progressive tax consulting and/or compliance experience in public accounting or a combination of corporate and public accounting experience.

Experience in Corporate, S-Corp. and/or Partnership returns.

Ability to think strategically.

Excellent analytical, technical, and tax accounting/technology skills with proficiency in tax compliance, corporate consolidated returns, consolidated federal tax returns, partnership returns, and combined state tax returns.

Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships.

Strong leadership, business development, recruiting, training, coaching, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills.

Strong accounting skills are required.
]]> Wed, 02 May 2018 00:00:00 PDT 0 <![CDATA[Audit Director]]> Audit Director

Summary:

Under minimal supervision, directs all operational functions of assigned department or team. Employees in this job class plan and execute business strategies for services and business development; coordinate and integrate activities with peers and/or other departments; and assume responsibility for profit and loss results.

A Director has similar responsibilities as a Partner, but without ownership. This job class requires knowledge of advanced accounting principals and industry expertise and the ability to lead a variety of business and operational functions, maintain positive client and employee relations and produce high-quality results for the firm.

Core Responsibilities:

Leading Managing and Holding People Accountable (LMA)
Support Growth Strategies
Meeting the engagement, financial goals/metrics (financial sustainability)
Develop Successors
Taking care of the client

Essential Functions:

Has overall responsibilities for the departmentâs performance; manages and directs all aspects of the firmâs policies, objectives, goals and initiatives through delegation, motivation and coordination of efforts with direct reports.
Provides leadership to staff; ensures a competent, motivated staff through hiring, assignment, and training, supervising and reviewing performance of direct reports.
Represents the firm to its customers and the general public. Attends client meetings and regularly scheduled staff/department meetings.
Planning, budgeting and scheduling of engagement and/or client work.
Responsible for client relations including attraction and retention.
May perform General Services Professional duties
May perform Professional Standards Review duties such as final report review of financial statements; work with engagement or client manager on accounting, auditing, or financial reporting matters; review schedules and work papers of corrected and uncorrected misstatements.
Stand in for Partner, as assigned.

Minimum Qualifications:

Minimum of 8 years of experience in public accounting, corporate accounting required with at least 3, but typically 4 +, years of experience as a Manager/Senior Manager.
Bachelorâs Degree in accounting OR Bachelorâs Degree plus requisite accounting coursework.
Hold an active and “in-good standing” CPA license from appropriate state.
Strong and effective communication skills including the proven ability to make presentations and respond to inquiries from Partners, clients and public groups.
CPA License (active/in good standing) from appropriate state

]]> Mon, 30 Apr 2018 00:00:00 PDT 0 <![CDATA[Senior Tax Associate]]> Senior Tax Associate

Summary:

Under limited supervision performs intermediate to advanced accounting functions related to tax specifications. Employees in this job class perform as a lead by assigning work and providing guidance to lower level associates. This job class requires knowledge of intermediate accounting and/or tax principals of which would be derived from several years of experience as an Experienced Associate and the ability to assign work, manage progress and meet deadlines. The Senior Associate is responsible for utilizing research skills, applying tax foundation knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual workpapers and working with tax software applications to complete tax returns for review.

Core Responsibilities:

Leading Managing and Holding People Accountable (LMA)
Learn and begin to apply growth process (participates in assigned RC, pipeline support, COPs, etc.)
Supervises the engagement (job) project management, billing, ensures QC (technical) standards
Takes care of the client (meets deadlines, timely communication)
Develops engagement team (prepares seniors to the next level)

Essential Functions:

Understand and be able to explain the reasons behind the firmâs policies, procedures and practices and project management techniques.
Possess technical knowledge sufficient to supervise lower level associates
Ensure all work papers are complete, consistent, and contain procedures performed, evidence obtained, and conclusions reached.
Acquire skills (and/or refine) necessary to develop quality client relationships.
Identify key issues facing clients and discuss possible solutions to increase quality and efficiency.
Demonstrate complete command of all firm software.
Develop a command of GAAP, GAAS, and any other common audit/tax techniques.
Exhibit strong communications skills (verbal; written; presentation) with lower level associates, management/partners, and clients.
Provide timely performance and behavior feedback to lower level associates via verbal discussions and/or evaluations.

Minimum Qualifications:

Minimum of 2, but typically 3 +, years of experience in public accounting, corporate accounting and/or tax accounting required.
Bachelorâs Degree in accounting OR Bachelorâs Degree plus requisite accounting coursework.
CPA preferred, if not a CPA, must meet educational requirements and actively sitting for the CPA exam as outlined by the Board of Accountancy in the state of your preferred office location
Ability to be flexible in changing work priorities and handle numerous projects at the same time.
Ability to act in a responsive manner to client inquires and requests; escalate the more difficult issues as necessary.
Proven ability to communicate effectively both verbally and in writing.
Experience with corporate taxation, consolidations, and partnerships preferred
Prior basic supervisory experience preferred
Prior experience preparing and reviewing of tax provisions preferred
Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat
Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process software including GoFileRoom, GoSystemRS, Caseware, BNA Depreciation Software, or comparable programs and standard tax workpapers

Success Factors:

Ability to perform several tasks concurrently with ease and professional
Ability to communicate clearly and concisely, verbally and in writing, in English
Must be able to keep client matters strictly confidential.
Must have excellent interpersonal skills and customer service skills

]]> Fri, 27 Apr 2018 00:00:00 PDT 0 <![CDATA[Senior Audit Specialist]]> Senior Audit Specialist

The Audit Specialist is responsible for the execution of audit engagements, which includes planning, developing the project?s scope, maintaining the budget and timeframes of the project to meet audit requirements and ensuring departmental standards are properly met.

The role is a direct report to an Audit Manager and is responsible for assisting in the recruiting and retention process for the audit team. The Audit Specialist provides input to improve operational efficiency and/or to enhance the design or operating effectiveness of the internal control environment. The role provides technical expertise and performs specific assigned projects for the department. Takes the lead role in assigned audit activities and specific projects.

Functions in various roles on audit engagements, including leading audits, staffing audits and providing consulting or oversight functions based on the needs of the team

Provides technical expertise to the Audit Team and uses sound audit practices

Maintains familiarization and technical expertise with the assigned business unit(s) including organizational structure, personnel, activities and products, new product development, financial performance and risk and problem areas

Responsible for staying current on regulatory rules and changes within the industry

Interacts and partners with Senior and Executive Management to understand the risks within the business, business changes and other significant events that could significantly affect the business and/or the audit plan

Manages and performs special projects as assigned

Participates in meetings with business unit to discuss audit results

Communicates with partners at all levels, developing and presenting recommendations on operations and controls for the business unit

During audit engagements, assigns work to auditors, sets priorities and monitors activity

Utilizes understanding of various Corporate units to ensure operations, services, and systems have proper audit controls in place (i.e., design of the control environment)

Reviews audit work including work paper documentation, findings and recommendations and the final report to ensure appropriate adherence to the Corporations/Departments Policies and Standards and ensuring work is performed within established timeframes

Evaluates corporate management, business processes, business controls and operating practices during audits and consulting/monitoring engagements

Applies analytical skills to review information and determine potential control weaknesses
Qualifications:
A College or University degree, auditing and/or systems experience in a financial institution or similar public accounting experience in the financial services industry is preferred.

Knowledge of auditing in the financial services industry and basic accounting principles and related work experience

Professional certifications (e.g., CPA, CISA, CIA, ACA, ACCA) and/or an MBA along with demonstrated technical abilities in select areas (e.g., accounting, regulatory compliance, etc.) are preferred

Analytical and organizational skills are necessary to conduct audits

Strong report writing and workpaper documentation skills
]]> Mon, 23 Apr 2018 00:00:00 PDT 0 <![CDATA[Internal Controls Specialist, CPA]]> Internal Controls Specialist, CPA

We are seeking an energetic, detail-oriented individual to join our Team of professionals.

We are a CPA/Business Management firm with approximately 30 employees. We have an entertainment-based clientele incorporating high net worth individuals and executives.

We offer a competitive salary and benefits (Medical, Dental, Vision, 401k, Life Insurance, and more).

The Internal Controls Specialist will review and perform existing accounting and financial controls in place, and make necessary revisions or changes. In doing so, he/she will communicate and interact directly with the Partners of the firm.

Essential Functions

·         Actively participate in the development of Internal Control policies and ensure they are relevant to PTD Operating environment.

·         Perform monthly reconciliation of bank statements and investment accounts for Business Management Department clients and select Tax Department clients, according to established procedures, in a timely manner.

·         Disseminate information as needed, and act as coordinator of information with respect to open items and research.

·         Use critical thinking skills to provide analysis and input while troubleshooting "red flag" items as they arise.

·         Conduct regular audits of accounts for abnormal activity (higher or lower bank balances, audit backup for missing signatures, check sequence consistency, etc.)

·         Routinely review existing accounts, and perform quality control procedures on all accounts.

·         Interact with management and account managers and partners through email and/or telephone calls to call attention to potential issues.

·         Conduct any reviews or tasks requested by the partners.

Job Qualifications and Requirements

Must have an Accounting Degree and/or comparable experience with strong analytical skills and attention to detail. Business Management and/or Accounting firm experience a strong plus. Must have a strong knowledge of computerized accounting software; Datafaction a plus.

We are not your typical Business Management Firm. It is a fast paced high-energy firm, which takes pride in its ability to produce exceptional high level, detailed and thorough work product. We are driven by our Core Values to provide exceptional client service while incorporating Integrity, Professionalism, Employee and Work-Family Culture, Entrepreneurial Spirit and Opportunity, and Respect.
]]> Sat, 14 Apr 2018 00:00:00 PDT 0 <![CDATA[M&A Tax Manager]]> Transaction Advisory M&A Tax Manager

Job Summary

The M&A Transaction Advisory Services Tax Manager is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS strategy. Our M&A Tax (TAS) practice services include deal structuring, due diligence, post-deal integration, tax attribute management, and opinions and ruling requests.

Qualifications Education:
• Bachelorâs degree, J.D., LL.M. in Taxation, and/or Masterâs in Taxation (MST)

from an accredited college/university required

Experience:
• Five (5) or more years of relevant experience,

• At least two years of senior tax level specific experience preferred

License/Certifications:
• CPA License and/or J.D. preferred

Software:
• Strong Excel, Word and PowerPoint skills preferred

Other Knowledge, Skills & Abilities:
• Experience managing multiple client engagements an client service teams
• Excellent verbal and written communication skills
• Ability to articulate complex information when providing crucial negotiation insights, etc.
• Strong self-motivation with the ability to work in a dynamic, time-sensitive environment with varying deliverables and changing requirements
• Must be technically competent across multiple US federal, international and state income tax disciplines
• Fundamental working knowledge of all or essentially all non-income based federal, state and foreign tax regimes, including but not limited to indirect, payroll, property and ad valorem taxes
• Understanding of US GAAP, including the accounting for income tax principles
• Experience with tax controversy and procedure
• Ability and willingness to travel, when necessary
]]> Mon, 09 Apr 2018 00:00:00 PDT 0 <![CDATA[Controller]]> Controller

Essential Functions

The Controller is responsible for planning, organizing, directing and controlling the activities of Finance Department staff in the delivery of timely and accurate financial reports for the Board of Directors, Management and all other relevant business and governmental agencies. The Controller is a key member of the management team and will liaise and work closely with department heads throughout the organization. A positive attitude, teamwork, flexibility, and cooperation are critical success factors.

The Controller will execute his/her supervisory responsibilities within the framework of the organizationâs policies and procedures as well as applicable laws. Responsibilities include interviewing, hiring and training employees; planning, assigning and directing work; delegating and following tasks through to completion; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. Positions reporting directly to the Controller include Senior Staff Accountant, Accounting Department Supervisor, Senior Accounting Clerk and other volunteers as may be assigned. A Financial Analyst II position will also report to the Controller on a dotted-line basis for a specific set of assigned monthly tasks.

Principal Duties and Essential Job Functions:

•Timely publication of all Financial Reporting Calendar items including monthly financial statements and grant reports.

•Maintain and execute the Financial Closing Calendar in the production of monthly financial statements.

•Ensure accurate recording and reporting of restricted fund transactions.

•Monitor and ensure the accuracy of the monthly expense allocation process.

•Review and approve all entries into the general ledger system.

•Maintain and reconcile all subsidiary ledgers including receivables, payables, and fixed asset/depreciation tables.

•Periodic review and approval of all supporting spreadsheets and work papers related to general ledger accounts.

•Manage the government claim and reimbursement process ensuring compliance with program requirements.

•Provide financial information as needed by the Development Department for grant applications and reporting.

•Coordinate the annual audits by external auditors.

•Maintain the organizationâs CAPEX log, tracking purchases against budget and reporting variances.

•Assist the CFO in preparing budgets and forecasts.

•Gather departmental revenue and expense reports and monitor budget variances.

•Assist Inventory Control Director as needed with inventory recordkeeping and posting of transactions into Navision.

•Verify inventory monthly service report data before use in accounting records.

•Review payroll register on a bi-weekly basis.

•Ensure timely and accurate reconciliations of all bank and investment accounts.

•Prepare weekly cash status and forecast reports.

•Manage banking relationships.

•Ensure timely and accurate 1099 reporting to vendors and the IRS.

•Ensure timely and accurate filing of all business tax and license applications including City of Los Angeles Charitable Services.

•Assist in developing new business processes and procedures.

Qualifications:

Bachelorâs Degree in Accounting plus 7 yearsâ experience in positions demonstrating a progressively increasing level of management responsibility throughout all phases of the accounting cycle; the ability to utilize discretionary judgement and make decisions independently and responsibly; excellent computer skills with advanced knowledge of MS Excel using extensive links and/or pivot tables; the ability to oversee a lengthy and complex monthly closing cycle; detail oriented and outstanding organizational skills; able to work well with minimum supervision; good oral and written communication skills; ability to work effectively with people of widely diverse backgrounds; experience in fund accounting; interest in the problems of poverty and hunger.

Benefits:

We offer a competitive benefits package:

•Medical, dental, vision, flexible spending accounts.

•Employer paid Life Insurance and Long Term Disability

•403(b) retirement savings plan

•Employee Assistance Program

•Vacation: 2 Weeks for the first 3 years.

•Sick Time: 10 days per year
]]> Sat, 07 Apr 2018 00:00:00 PDT 0 <![CDATA[Labor & Employment Defense Associate (Attorney)]]> Labor & Employment Defense Associate (Attorney)

Our Client, is seeking a Labor & Employment Defense Associate with 3+ yearsâ of labor and employment defense litigation experience to join its Irvine office.

You should have strong academic credentials and law firm experience.

Very competitive compensation package and possible relocation support offered.

Requirements:

Admitted and in good standing to the bar in California

Experience with Labor and Employment law

Minimum of 3 years defense litigation experience

Bilingual is a plus
]]> Fri, 06 Apr 2018 00:00:00 PDT 0 <![CDATA[Senior Audit Manager - SEC Experience]]> Experienced Assurance Manager / New Senior Manager

Job description

Seeking an Experienced Assurance Manager / New Senior Manager to join our growing and well-established national firm in our Irvine, CA office. The position requires a high-energy, experienced professional with strong interpersonal and supervisory skills.

Our growing assurance practice provides tremendous career opportunities in an environment of the highest ethical standards and professionalism. We are committed to practicing work/life balance and offer extremely competitive salary and benefit packages.

The Experienced Assurance Manager / New Senior Manager is responsible for managing audit, review and compilation assignments and projects. This includes coaching, advising, and directing team members in managing and meeting client expectations.

Responsibilities

Develops and strengthens long-term relationships with senior client management, manages client expectations, and ensures client satisfaction.
Establishes work plan for each client assignment including assigning tasks and responsibilities, and ensures completion in accordance with plan and client expectations.
Manages the assignment budget and profitability in area of responsibility.
Manages the preparation of financial statements and management letters.
Reviews and prepares work papers to ensure documentation adequately supports conclusions reached.
Provides staff evaluation and guidance during and at the end of each engagement as well as completes annual and semi-annual performance evaluations.
Conducts research, prepares memorandums and summarizes findings.

Qualifications

Demonstrates working knowledge of accounting systems including Excel and QuickBooks. Experience with CaseWare and/or ProSystem fx Engagement a plus.
Demonstrated ability to lead, motivate, develop and coach teams.
Strong interpersonal skills and active participation in networking.
Strong project management and problem solving skills.
Demonstrates strong ability to develop and maintain customer service approach when building and maintaining client relationships.
A general understanding of market trends including opportunities, global and local business initiatives and stakeholder/competitor interests.
Proficient knowledge of GAAP and GAAS.
Minimum 8 - 10 years accounting and audit experience in a public accounting firm.
B.S degree in accounting and CPA required. Advanced degree preferred.
SEC experience preferred.

]]> Wed, 21 Mar 2018 00:00:00 PDT 0 <![CDATA[Forensic Manager]]> Forensic Accounting CPA

We are a growing, full-service boutique accounting firm with 3 partners. We specialize in forensic accounting and litigation support, with an emphasis on family law litigation.

You will be joining our firm as a full-time professional staff member and supervising junior staff members. This position requires attention to detail and the ability to interact with clients in a manner that reflects a high degree of professional aptitude. This position has room for growth.

Your job responsibilities will include:

•           Tracing of account activity;

•           Preparing valuations of closely held businesses;

•           Calculating income available for spousal and child support;

•           Determining parties' marital standard of living;

•           Preparing community and separate property balance sheets and analyzing reimbursement claims;

•           Preparing declarations and reports summarizing findings;

•           Assisting the partners in preparation of working files to be utilized in Court or at settlement conferences;

You should possess the following qualifications:

•           CPA license;

•           A Minimum of 3 years of public accounting experience;

•           Solid working knowledge of how businesses operate/conduct business;

•           Proficiency in Microsoft Excel and Inuit QuickBooks;

•           Ability to demonstrate integrity and presence in meetings and conference calls with attorneys, clients, and junior staff members

Prior forensic accounting experience is not required, but is a plus.

We provide a strong work/life balance and an excellent compensation package.
]]> Tue, 20 Mar 2018 00:00:00 PDT 0 <![CDATA[Senior Staff Accountant ]]> Senior Staff Accountant

Gowing CPA firm with multiple clients medium to large size.

The primary services provided include write ups (compilations), taxes, payroll and other finance support functions such as receivables and payables.

Job Details:

This role is professional. Our office is in downtown Honolulu

We are seeking a self motivated individual, an independent thinker and highly energetic.

This is a busy environment where client satisfaction is paramount. This is a mid-level position and candidates must have experience in managing projects and staff, be a savvy technology user, and a quick learner of trends.

Qualifications:

Education

Bachelors degree in accounting or Masters. Ideal candidate will be a CPA candidate who has either already taken the CPA or is sitting for the exam shortly.

Thorough knowledge of Quickbooks

Knowledge of tax preparation and laws.

Experience

3-5 years in an accounting environment.

Accurate and detail oriented with good math skills.

Proven superior project/organizational skills, ability to establish priorities, and ability to multitask under deadlines.

Team player with excellent interpersonal skills â Ability to supervise and motivate.

Proven ability to exercise independent judgment and work with limited supervision.

Project management skills

Time management skills

Highest standards of ethics and discretion with prior experience handling confidential information.
]]> Mon, 19 Mar 2018 00:00:00 PDT 0 <![CDATA[Senior Tax Analyst]]> Senior Tax Analyst

Overview

When joining our firm, you and your career can benefit in a number of ways, including:

An entrepreneurial work environment that encourages creativity and innovative ideas from every level
A competitive drive to be the best
Pride in delivering a quality product that benefits people and the environment, superior service, and exceptional value
Top-notch benefits
The opportunity to further your career in a growing national organization
Team atmosphere where every individual is considered a vital asset

Qualifications

Bachelorâs degree in accounting, finance or business management. CPA with advanced tax degree preferred.
3 to 8 years combined tax experience in public accounting and industry with a large corporation preferred.
Tax accounting experience and exposure to ASC 740 (FAS 109) are needed for success in this position.
Strong PC skills including Excel, analytical skills, written and oral communication skills, and self-starter attributes are required.

Responsibilities

Assists in the preparation of the federal, state, and local income tax returns, including gathering data, preparing workpapers, and performing tax research to support tax positions.
Analyzes and assimilates financial information necessary for preparing financial statement tax provisions, accounting for deferred income taxes, and responding to tax audits.
Responds to tax inquiries from other departments on various non-income tax matters including unclaimed property reports, Form 1099 compliance, sales/use tax inquiries, and personal property tax returns.

]]> Tue, 06 Mar 2018 00:00:00 PST 0 <![CDATA[Forensic Accountant]]> Forensic Accountant - CPA Required

Are you a CPA who is ready for new and stimulating work, paired with the work/life balance youâve always wanted, but never had?

This firm consists of over 180 Accounting Rock Stars, and our talented teams consistently drive the success of our business through thoughtful strategy and creative problem solving.

Successful candidates should have the following:

Licensed (or pending) California CPA with 3+ years of recent Public Accounting auditing and/or tax experience
Excellent computer skills required in Excel, Word and Pro-FX
Reasonable commuting distance to the San Francisco office.

A day-in-the-life basic overview includes:

Analysis revolving around all Forensic Accounting and Family Litigation matters
Tracing of assets
Exposure to Business Valuations
Real Estate Apportionment
Preparing Gross Cash Flows
Pension Plan Allocations
Preparing Declarations and writing statements and recommendations

Something that should be noted: we offer market-leading benefits, and lots of fun, intangible perks (Quarterly Socials, Post-4/15 celebrations, CPA Designation Cupcake events, etc.).
]]> Mon, 05 Mar 2018 00:00:00 PST 0 <![CDATA[Senior Tax Manager - Tax Director]]> Senior Tax Manager - Tax Director

Looking for a dynamic Senior Tax Manager to join our growing tax team

As a Tax Manager, you will use your expertise in taxation to provide compliance and consulting services to corporations, partnerships and some Individuals.

Candidates must be familiar with high end tax work and possess the analytical skills necessary for the effective diagnosis, development and implementation of solutions to clients' tax needs.

This role has a focus on complicated tax provision and corporate taxation with some international clients.

Basic Qualifications:

Bachelor's degree in Accounting required and CPA preferred
Must have at least 7+ years of tax experience

Experience in public accounting

Preferred Qualifications:

Masters in Taxation desirable
A proven record of building profitable, sustainable client relationships
A proven record of simultaneously managing multiple projects and engagement teams for various clients
Excellent written and verbal communication skills
Highly developed problem solving and analytical skills
Project management and critical thinking skills
Strong Microsoft Excel and Word skills required
Outstanding organizational and time management skills; ability to prioritize multiple assignments
Strong attention to detail
]]> Fri, 02 Mar 2018 00:00:00 PST 0 <![CDATA[Senior Forensic Accountant ]]> Senior Forensic Accountant

Leading CPA and business consulting firm committed to providing outstanding professional services for our clients, rewarding careers for our staff, and diligent service to our communities.

Through careful examination of the issues affecting business success, our CPAs, CFEs, CFFs, advisors, and auditors develop strategies and solutions to help our clients thrive in todayâs global economy.

OPPORTUNITY & QUALIFICATIONS

Our San Francisco office is devoted exclusively to investigative/forensic accounting and litigation support services. We are currently seeking a Senior Forensic Accountant with up to five years of public accounting experience to work within our Investigative Accounting Group.

The majority of our engagements involve working with commercial property insurers in evaluating physical damage and business income losses suffered by businesses resulting from catastrophes. Projects may include reviewing and analyzing historical financial and industry information, revenue and expense projections, insurance claim evaluations and economic damage evaluations. Assignments provide exposure to a wide range of industries from small local retail stores to multinational entities. Competitive compensation will be based on the candidateâs level of experience and potential.

We are looking for individuals who seek exciting, long-term career challenges in the field of accounting and have a genuine interest in the area of forensic accounting and litigation support services. Successful individuals in this field are naturally outgoing, self-motivated, possess strong communication and analytical skills, and enjoy a wide variety of work experiences and challenges.

To be considered for this position, candidates must: hold a Bachelor or advanced degree in Accounting or Finance; have their CPA designation; possess intermediate-level Microsoft Excel and Word skills; and travel overnight, as needed (approximately 15%).

COMP & BENEFITS

Competitive compensation package commensurate with qualifications and experience, in addition to a unique incentive program that rewards our exemplary employees. We also offer a comprehensive benefits package that includes your choice of medical programs, generous PTO, 401k, and various bonus opportunities.
]]> Sat, 17 Feb 2018 00:00:00 PST 0 <![CDATA[Forensic Accounting Manager]]> Forensic Accounting Manager

Opportunity and Qualifications:

Our Los Angeles office is devoted exclusively to forensic accounting and litigation support services. We are currently seeking a Manager with at least five years of experience (public accounting preferred) to work within our Investigative Accounting Group.

The majority of our engagements involve working with commercial insurers to evaluate physical damage and business income losses suffered by businesses as a result of catastrophic events.

Projects may include reviewing and analyzing historical financial and industry information, revenue and expense projections, insurance claim evaluations, economic damage evaluations, fraud and fidelity, and forensic examinations.

Assignments provide exposure to a wide range of industries from small local retail stores to multinational entities. In addition, we provide expertise to insurers and attorneys across a vast array of areas including fraud services, litigation support, dispute resolution, and catastrophic response.

In this role, the Investigative Accounting Manager will have a number of responsibilities, including, but not limited to:

Managing multiple, concurrent assignments
Supervising the analysis and schedule preparation of staff
Building solid technical accounting skills, as well as an understanding of complex property damage, business interruption, and extra expense claims
Developing business contacts and networking
Recruiting, training and developing staff
We are looking for individuals who seek exciting, long-term career challenges in the field of accounting and have a genuine interest in the area of forensic accounting and litigation support services. Successful individuals in this position are naturally outgoing, self-motivated, possess strong communication and analytical skills, and enjoy a wide variety of work experiences and challenges.
?

To be considered for this position, candidates must:

Hold a Bachelor or advanced degree (Accounting or Finance preferred)
Have an active CPA license
Be proficient in Microsoft Office (particularly Microsoft Excel)
Possess exceptional verbal and written communication skills
Travel overnight, as needed (approximately 20%)

Benefits/Compensation:

Competitive compensation package commensurate with qualifications and experience, in addition to a unique incentive program that rewards our exemplary employees. We also offer a comprehensive benefits package that includes your choice of medical programs, generous PTO, 401k, and various bonus opportunities.
]]> Sat, 17 Feb 2018 00:00:00 PST 0 <![CDATA[Forensic Accounting Manager]]> Forensic Accounting Manager

Opportunity and Qualifications:

San Francisco office is looking for a forensic accounting and litigation support services manager

Working with commercial client to evaluate income losses suffered by businesses as a result of catastrophic events.

Analyzing historical financial and industry information, revenue and expense projections, insurance claim evaluations, economic damage evaluations, fraud and fidelity, and forensic examinations.

Wide range of industries from small local retail stores to multinational entities. In addition, we provide expertise to insurers and attorneys across a vast array of areas including fraud services, litigation support, dispute resolution, and catastrophic response.

In this role, the Investigative Accounting Manager will have a number of responsibilities, including, but not limited to:

Managing multiple, concurrent assignments
Supervising the analysis and schedule preparation of staff
Building solid technical accounting skills, as well as an understanding of complex property damage, business interruption, and extra expense claims
Developing business contacts and networking
Recruiting, training and developing staff

To be considered for this position, candidates must:

Bachelor or advanced degree (Accounting or Finance preferred)
Active CPA license
Proficient in Microsoft Office (particularly Microsoft Excel)
Exceptional verbal and written communication skills
Travel overnight, as needed (approximately 10% - 20%)

Benefits/Compensation:

Competitive compensation package commensurate with qualifications and experience, in addition to a unique incentive program that rewards our exemplary employees. We also offer a comprehensive benefits package that includes medical programs, generous PTO, 401k, and bonus opportunities.
]]> Sat, 17 Feb 2018 00:00:00 PST 0 <![CDATA[Senior Forensic Accountant ]]> Senior Forensic Accountant

Leading CPA and business consulting firm committed to providing outstanding professional services for our clients, rewarding careers for our staff, and diligent service to our communities. Since 1919, we have focused our expertise and resources on providing superior accounting, tax, forensic, and consulting services to a wide array of clients in a variety of industries. Through careful examination of the issues affecting business success, our CPAs, CFEs, CFFs, advisors, and auditors develop strategies and solutions to help our clients thrive in todayâs global economy.

OPPORTUNITY & QUALIFICATIONS

Our Los Angeles office is devoted exclusively to investigative/forensic accounting and litigation support services. We are currently seeking a Senior Forensic Accountant with up to five years of public accounting experience to work within our Investigative Accounting Group.

The majority of our engagements involve working with commercial property insurers in evaluating physical damage and business income losses suffered by businesses resulting from catastrophes. Projects may include reviewing and analyzing historical financial and industry information, revenue and expense projections, insurance claim evaluations and economic damage evaluations. Assignments provide exposure to a wide range of industries from small local retail stores to multinational entities. Competitive compensation will be based on the candidateâs level of experience and potential.

We are looking for individuals who seek exciting, long-term career challenges in the field of accounting and have a genuine interest in the area of forensic accounting and litigation support services. Successful individuals in this field are naturally outgoing, self-motivated, possess strong communication and analytical skills, and enjoy a wide variety of work experiences and challenges.

To be considered for this position, candidates must: hold a Bachelor or advanced degree in Accounting or Finance; have their CPA designation; possess intermediate-level Microsoft Excel and Word skills; and travel overnight, as needed (approximately 15%).

COMP & BENEFITS

Competitive compensation package commensurate with qualifications and experience, in addition to a unique incentive program that rewards our exemplary employees. We also offer a comprehensive benefits package that includes your choice of medical programs, generous PTO, 401k, and various bonus opportunities.
]]> Fri, 16 Feb 2018 00:00:00 PST 0 <![CDATA[Generalist Accountant, Accounts, Tax and Audit]]> Generalist Accountant, Accounts, Tax and Audit

Stockport

A fantastic opportunity has arisen for a Generalist (Tax, Accounts and Audit) to join a growing firm in Stockprt

The company prides itself on the service it provides to its clients and the fact that many of the Directors have worked their way through the company to get where they are now.

The role will give the successful candidate the opportunity to work closely with Partners and have regular client contact as well as exposure to Audit, Accounts and Tax.

The role will entail acting as the point of contact for the clients, dealing with HMRC, lawyers, investment managers and third parties, assisting with ad-hoc assessments and managing all aspects of your allocated client portfolio.

Personal requirements:

Preferable ACA/ACCA qualified
Strong academic record
Good IT skills
Organised within work
Methodical approach to work
Able to balance various tasks at once
Able to mentor junior staff

A great package will be offered to the successful candidate so if you believe this to be you,
]]> Fri, 16 Feb 2018 00:00:00 PST 0 <![CDATA[Non-US International Tax Senior Manager]]> NON-US TAX SENIOR MANAGER

DESCRIPTION

Job Category: Finance / Accounting - Taxes

What if you were given the opportunity and responsibility to make a difference? It is time to embrace your Infinite Possibilities. This is your opportunity to be part of a Fortune 500 company and global leader in paper and packaging products. Known for our commitment to the environment and to cutting-edge technology. We have spent more than 100 years creating new ideas, and we are looking for people who can collaborate to help us build on our history, while creating future success. We are committed to attracting, preparing, promoting and supporting our teams. You control your destiny. We offer benefits, challenges, global opportunities and total rewards. When we say Infinite Possibilities, we mean it.

Technical Leadership: Lead and manage all aspects of the foreign tax accounting and reporting, compliance and provide audit and planning support on a global scale while getting to develop and optimize processes in each of these areas.

Talent Management: Manage a team of 3 direct reports while working closely with regional tax teams on a collaborative, world class tax team.

Industry Leader: Global, dynamic company with business leaders and executive leadership that truly supports and values the tax function.

Purpose of the Position: The Non-US Tax Senior Manager position is involved in all aspects of income tax compliance, tax accounting and research for the companyâs foreign operations. This position will report directly to the Director of Global Tax Operations and leads the team responsible for reviewing the foreign tax provisions, monitoring local country income tax filings, and preparing the Federal income tax reporting of the foreign operations. Additionally, this position is accountable for coordinating and supporting efforts, including leading modeling efforts, associated with non-recurring special tax planning projects.

Primary Responsibilities:

Review of the quarterly tax accounting process including effective tax rate and cash flow estimates for the companyâs non-US locations
Review of the company's US Federal income tax return filings relating to the companyâs non-US entities including all necessary statements and elections for transactions related to foreign entities
Establish and maintain modeling in support of tax reform and our international tax positions
Supervising and developing a team of three direct reports
Research, analyze and interpret tax laws or accounting guidance and provide written memoranda on various projects and transactions
Ensure the review and completion of accurate working papers supporting all U.S. Federal tax positions including providing support to the IRS Audit Manager
Support transfer pricing analysis and documentation including the country by country report and master file
Continuously look for ways to improve processes, increase efficiencies and improve the quality of the teamâs work product

Basic Qualifications:

Minimum twelve (12) years of international income tax experience with a large corporation or major CPA firm
Minimum seven (7) years of leading a team
Masterâs Degree in Accounting and/or CPA License (preferred)
Advanced knowledge of ASC 740 (FAS 109)
Expert-level skills in Excel
Experience with OneSource Provision and/or CorpTax
Strong organizational skills & attention to detail
Strong communication skills - both oral and written
Available to travel globally â 30%

IP Competencies

Global Business Acumen
Technical and Functional Skills
Directing Others
Developing Direct Reports and Others
Approachability
Dealing with Ambiguity
Presentation Skills
Managing Diversity
Informing
Drive for Results

]]> Tue, 06 Feb 2018 00:00:00 PST 0 <![CDATA[Assistant Account Manager]]> Assistant Account Manager

Looking for dynamic and collaborative Assistant Account Manager to join our Business Management team

Summary:
Provides day-to-day assistance to Account Managers who perform full-charge bookkeeping functions for clients.

Core Responsibilities:
Assists Account Managers with the daily, weekly, monthly and yearly bookkeeping activities of the assigned “basic” client
Identify and help solve engagement (job) technical issues, anomalies, non-routine items
Conducts self in a professional manner related to all client communications and interactions
Conducts self in a professional manner related to all engagement team communications and interactions

Essential Functions:
Supports Senior Account Managers with client tasks
Helps with Accounts Payable and Accounts Receivable
Enters in Payroll entries for clients ensuring smooth and correct payroll runs
Report Management â prepares and maintains various reports for Account Managers and their clients
Communicates (both in verbal and written form) with clients, client suppliers, vendors, and banking contacts
Assists with client mail
Assists Account Managers as needed with other various functions: journal entries, tax returns, 1099s and W-2s for their clients

Nonessential Functions:
Performs other duties as assigned from time to time by accountants or partners.

Knowledge, Skills, and Abilities:
Datafaction is strongly preferred and QuickBooks Online (optional but a plus)
Ability to operate calculator, computer, and other general office equipment.
Knowledge of regulatory requirements of processing payroll accounting transactions, Payroll returns, Business tax license, Secretary of State filing and State Board of Equalization, preferred

Minimum Qualifications:
0-2 years of accounting or bookkeeping experience including accounts payable, accounts receivable, payroll, general ledger and financial report
Prior experience in Business Management preferred
]]> Tue, 06 Feb 2018 00:00:00 PST 0 <![CDATA[Account Manager - Business Manager]]> Account Manager - Business Manager

Summary:

Performs day-to-day full-charge bookkeeping functions for clients.

Core Responsibilities:

Performs the daily, weekly, monthly and yearly bookkeeping activities of the assigned “basic” client
Identify and help solve engagement (job) technical issues, anomalies, non-routine items
Conducts self in a professional manner related to all client communications and interactions
Conducts self in a professional manner related to all engagement team communications and interactions

Essential Functions:

Receives, enters, approves, and, when necessary, investigates client's accounts payable invoices.
Communicates (both in verbal and written form) with clients, client suppliers, vendors, and banking contacts.
Handles client mail.
Prepares appropriate schedules and reports as requested by clients and managers/partners.
Deposits accounts receivables into client bank accounts.
Handles client payroll.
Books journal entries
Assists accountants on tax return preparation.
Generates 1099's and W-2's for clients.

Nonessential Functions:

·Performs other duties as assigned from time to time by accountants or partners.

Knowledge, Skills, and Abilities:

Datafaction and QuickBooks Online is strongly preferred
Ability to operate calculator, computer, and other general office equipment.
Knowledge of computerized accounting, but must be able to do a manual set of books.
Knowledge of regulatory requirements of processing payroll accounting transactions, Payroll returns, Business tax license, Secretary of State filing and State Board of Equalization
Supervisory Responsibilities: N/A Working Conditions:
Heavy overtime during February, March, April, and December
Works in the office 98% of the time.
Minimal Hazard

Minimum Qualifications:

0-2 years of accounting or bookkeeping experience including accounts payable, accounts receivable, payroll, general ledger and financial report
Prior experience in Business Management preferred
May be required to be a Notary Public

Success Factors:

Ability to perform several tasks concurrently with ease and professional
Ability to communicate clearly and concisely, verbally and in writing, in English
Must be able to keep client matters strictly confidential.
Must have excellent interpersonal skills and customer service skill

]]> Tue, 06 Feb 2018 00:00:00 PST 0 <![CDATA[Tax Senior or Tax Supervisor]]> Tax Senior or Tax Supervisor

Leading accounting firm serving affluent clients, closely held businesses and non-profit organizations throughout the United States and the world.

We are currently seeking experienced Tax Seniors and Supervisors to join our San Jose office.

Minimum Requirements:

3-5 years of public accounting experience in a professional services firm
Bachelorâs degree in Accounting, Business Administration or Economics
Strong accounting background and able to deal with complex accounting issues
Strong technical knowledge with a thorough understanding of generally accepted accounting standards, procedures and techniques
Experience working with closely held companies, investment/private equity, professional services, distributions companies, and/or non-profit organizations a plus
Possess effective supervisory and delegation skills
Committed to best practices of the firm and consistently demonstrate ethical behavior
Excellent project and time management skills
Extremely detail-oriented
Flexible in a variety of situations and team-player
Excellent verbal and written communication skills
Licensed CPA preferred
Must successfully pass a background check

Essential job duties will include, but not be limited to:

Be able to balance and effectively deliver on multiple projects and job responsibilities under restrictive time constraints
Act as a role model and mentor to new and existing staff by creating a positive work environment that fosters open communication among all project team members
Keep current on applicable accounting professional standards
Proficient with technology related to accounting and research software
Be able to manage and prioritize to meet expectations in a deadline driven, fast paced environment
Be able to work overtime and weekend hours during peak busy periods to meet deadlines as well as partner and client expectations
Participate in recruitment and other business planning and development initiatives

]]> Tue, 06 Feb 2018 00:00:00 PST 0 <![CDATA[Senior Accounting Associate]]> Senior Accounting Associate

Job Description

Our client offers financial services to a client base consisting of individuals and businesses within the music, entertainment, and sport industries with three core departments; Business Management, Accountancy, and Tax.

We are currently looking to appoint a new Senior Accounting Associate to join the Los Angeles Accounting department. The Senior Accounting Associate is responsible for managing the day-to-day bookkeeping duties for a number of assigned clients, including on-going support to new team members as well as managing and supervising a team of 1 â 3 Accounting Associates.

Key Responsibilities

Preparation and review of client and company transactions in QuickBooks
Preparation and review of all financial statement account reconciliations, including but not limited to: Cash, AR, AP, Fixed Assets, Investments, Intercompany Accounts, Equity, etc.
Preparation and review of client invoices and payments, if applicable
Preparation and review of payroll runs/filings for applicable clients
Preparation and review of month end, quarter end, and year end close process as applicable to each client, including the preparation and review of supporting schedules, reconciliations and analysis as required.
Preparation and review of monthly and quarterly client reporting
Assistance in the preparation of timely information and liaising with other departments to ensure tax deadlines are met
Management of Client relationships when and where applicable and required
Mentorship, Management and training of Associate members of the team

Candidate Requirements

2 â 4 years of professional experience, public or private
1 â 3 years in supervisory experience
Bachelorâs Degree in Accounting or equivalent
Studying towards a CPA qualification
Working knowledge of US GAAP
Attention to detail and accuracy
Organization, communication and prioritization skills
A proactive approach to tasks; the ability to work to deadline on projects and plan ahead for the needs of the client
Commercial awareness and desire to understand the client businesses

Desired Skills

Experience with QuickBooks Online is preferred
Microsoft Excel, Word, Outlook proficient
Experience with CCH Axcess desired

Entertainment/Music interest or experience desired

]]> Tue, 30 Jan 2018 00:00:00 PST 0 <![CDATA[Senior Staff Accountant ]]> Senior Staff Accountant

Requirements

Bachelor Degree
CPA/CPA Candidate
3+ years public accounting experience
Understanding of complex accounting
Experienced in preparing corporate, individual, partnership, fiduciary and other tax returns
Strong organizational skills
Experience with high-technology/software
Excellent written and oral communication skills

]]> Sat, 27 Jan 2018 00:00:00 PST 0 <![CDATA[CPA Firm Administrator]]> CPA Firm Administrator

Job Summary

The Firm Administrator position encompasses a wide range of activities with involvement in all phases of administration, personnel, finances, facilities, and marketing. The Firm Administrator works closely with the Managing Partner on firm-wide policy setting, complex problem solving and decision making. The person is responsible for planning, organizing, directing, and controlling the day-to-day operations of the firm, and for directing the implementation of firm policies.

Responsibilities include, but are not limited to:

Working directly with the partners and the extended management team to enable efficient, cost-effective operation of the firm
Working closely with the managing partner on short term and long range strategic plans based on firm wide goals and growth objectives
Identifying problems and opportunities as well as prioritizing and facilitating their resolution
Facilitating management's ability to perform at their best and to build relationships with staff and clients
Continuously enhance firm's reputation in the community and the field, enabling community involvement and recognition
Lead day-to-day operations of the firm

Management of the following areas:

Administration
Finance
Human Resources
Technology
Operations
Marketing

Qualifications and Skills

Bachelorâs degree required, MBA preferred.
Seven (7) years minimum experience as Firm Administrator or similar role at a professional services firm; CPA firm experience preferred.
Demonstrate high proficiency in MS-Office, including excellent writing and proofreading skills, and mail merge.
Proficiency in use of databases, particularly in data entry, data extraction, report creation and customization. CCH Practice Management experience preferred.
Excellent command of the English language, including spelling, grammar, punctuation, and business writing.
Professional, reliable, personable, tactful, efficient, and self-motivated.
Benefits

We recognize that each staff member is a vital part of our success and we offer an environment that provides interesting and challenging opportunities for personal and professional growth in a collaborative, paperless environment.

Benefits include:

Competitive compensation
Various insurance plans including health, dental, and vision; long and short-term disability, Section 125 plan, 401(k) plan and more
Generous allocation of paid time off and holidays
Firm-sponsored events and outings
Payment for CPE courses, licenses & dues
Flexible work schedule and reduced hours during the summer months

How to Apply

Qualified, highly motivated, and ambitious individuals looking for a challenging and rewarding career may forward resumes with cover letters for immediate consideration.
]]> Fri, 26 Jan 2018 00:00:00 PST 0 <![CDATA[Business Manager (3 years Big 4 Audit Exp)]]> Business Manager

Growing Business management firm seeking a Business Manager to join our firm.

Tremendous growth opportunity to progress and we are looking for a Big 4 accounting firm auditors with 3 - 4 years of experience.

Active CPA required

Knowledge of financial statement preparation including general ledger maintenance, journal entries, and prepare/reconcile schedules for multiple entities

Cash Flows

Review accounts payable and receivable preparation

Review bank reconciliations and manage clients with multiple entities

Payroll and payroll tax processing

]]> Fri, 26 Jan 2018 00:00:00 PST 0 <![CDATA[CPA, Tax and Audit Senior / Manager]]> CPA â Senior or Manager â Partner Track Position

CPA Firm is seeking a high end Senior or Manager who is looking to transition to the roll of Partner

Essential Duties and Responsibilities

Applies principles of accounting to analyze financial information and review and prepare financial reports as well as tax returns by performing the following duties:

• Prepare and review federal, state and local reports and tax returns.

• Compile and analyze financial information to prepare entries to accounts, such as general ledger accounts, documenting business transactions.

• Analyze financial information detailing assets, liabilities and capital and prepare balance sheet, profit and loss statements and other reports to summarize and interpret current and projected company financial position.

• Review financial statements prepared by staff.

• Provide professional judgment to respond to and make recommendations for complex client issues.

• Supervise, train, and counsel professional staff to improve their overall performance.

• Work with little supervision from partners.

• Posses effective communication skills.

• Perform tax, audit and appeals representation

• Business Valuation experience

• Estate planning

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The duties listed above are representative of the knowledge, skill and/or ability required.

Education and or Experience

Employee must have a bachelors degree from an accredited University, possess a CPA license, and have at least 4 years experience performing pro-active tax and accounting duties.

• Ability to prepare as well as oversee projects from start to finish;

• Hands on computer skills including QuickBooks, tax programs, Engagement Software, Microsoft Office, Adobe Professional, and various other accounting related software;

• Small business consulting skill set;

• Strengths in Tax as well as Accounting & Auditing disciplines;

• Detail oriented with a strong capability of follow-through;

• Research, comprehend, interpret and apply Tax and Accounting & Auditing laws and rules.
]]> Thu, 25 Jan 2018 00:00:00 PST 0 <![CDATA[Bookkeeper]]> Bookkeeper

Looking for candidates with 3 - 5 years bookkeeping experience in an accounting firm.

Responsibilities will include but are not limited to accounts payable, accounts receivable, cash receipts, payroll, general ledger analysis, financial statement preparation. and research.

The Bookkeeper position works closely in a collaborative team environment and must possess excellent verbal and written communication skills as there is significant contact with clients and vendors.

Computer skills must also include proficiency in Datafaction, Outlook, Word and Excel.

Salary is commensurate with experience and education.

We also offer a business casual environment with excellent benefits package including medical, dental, vision, 401(k) and much more.

Required Experience

3-5 years of Bookkeeping experience â Looking for experience in the entertainment business management industry
Accounts Payable, Accounts Receivable and Cash Receipts processing
Knowledge of Datafaction and imaging are preferred and will make you a leading candidate

]]> Fri, 19 Jan 2018 00:00:00 PST 0 <![CDATA[US Income Tax Compliance Manager]]> US Income Tax Compliance Manager

Seeking a Tax Manager to join its US Tax Compliance and Reporting Team. This position will focus on US federal income tax compliance obligations.

The US Income Tax Compliance Manager position has significant interaction with other members of the Tax team and the finance organization.

This position can be located either at the Santa Rosa, CA headquarters or at Santa Clara, CA offices.

A significant portion of the US federal income tax compliance is prepared by members of India Tax Office located in Manesar, India.

The US Income Tax Compliance Manager will work directly with the India Tax Office to accomplish preparation, analysis and first level review assignments.

Accordingly, the ability to manage global teams remotely is a key skill.

Your primary responsibilities will include the following:

Assistance with preparation of US federal income tax return, including audit-ready workpapers
Preparation of reconciliation of worldwide PBT for US income tax compliance
Manage preparation of tax reports from US GAAP ERP system, including working with tax technology and finance counterparts
Manage technology aspects of integration of acquisitions and restructuring
Manage calculation of fixed asset adjustments for US tax impacts, including working with global fixed asset team
Assist with preparation of state income tax compliance
Assist with management of federal tax positions taken by the company
Partner with International compliance team and state compliance team to fulfill these responsibilities
Manage India tax team reporting to you, including providing technical instruction, oversight, and guidance
Ensure proper application of federal tax law as part of the company's US compliance processes
Assist with special projects as necessary, such as tax research, tax planning strategies, forecasts, credits, mergers & acquisitions, etc.

Job Qualifications

BA/BS degree in accounting.
A minimum of 5-7 years compliance experience in public accounting firm or equivalent experience in tax department of a large corporation.
Experience working with ERP and consolidation systems
Experience in preparing and filing federal tax return for a large corporation.
Must be a detail-oriented, organized thinker with strong accounting, analytical and computer skills.
Excellent interpersonal skills required.
Must be able to effectively communicate both verbally and in writing with all levels of personnel, across functions, organizations, and with external contacts.
High degree of accuracy and proven ability to meet deadlines in a time sensitive environment.
The individual must have the highest standards of integrity, business controls, and business practices.
Must be a team player.

]]> Wed, 17 Jan 2018 00:00:00 PST 0 <![CDATA[Transaction Advisory Services Manager]]> Transaction Advisory Services Manager

Seeking a highly motivated Manager for a Transaction Advisory Services practice (TAS). Our TAS practice provides private equity and corporate clients with buy side and sell side financial due diligence. We assess a prospectâs quality of earnings, analyze cash flows, review working capital, identify key business drivers, review forecasts, and conduct comprehensive discussions with management and their advisors. This is an opportunity for an entrepreneurial-minded individual to assist our Transaction Advisory Services Leader in the growth of this group and work with a variety of fast-growing, innovative companies.

Some Responsibilities Include:

Assist with core financial due diligence â help to identify key risks and potential deal breakers, assess the strengths and weaknesses of the business against industry benchmarks, and assist with the evaluation of the potential transaction in the context of their clientsâ investment strategy.
Analyze detailed financial statement information including income statement, balance sheet, cash flow and key operational data. Synthesize and convert the data into meaningful information that is used to drive discussions with target management and drive observations and conclusions. Assess the quality of the target companyâs reported earnings, net assets and cash flows.
After an investigative analysis, assist in the preparation of deal-oriented reports and presentations for clients that highlight the key financial, commercial, and other findings facing investments and the drivers behind maintainable profits and cash flows. Assist the team in further articulating how such findings should be incorporated into the clientâs valuation and sale/purchase agreement, and provide other negotiating points.
Participate in meetings and conference calls with target companyâs management and client personnel and serve as an additional level of contact for client personnel with respect to day-to-day execution matters.
Partner with fellow TAS personnel on select Quality of Earnings engagements and lead other engagements as business requirements demand.
Effectively manage day-to-day client and target company interaction and relationships.
Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution.
Prepare project data books.
Assist TAS management with business development, marketing and networking activities, oftentimes requiring attendance at early morning or after-hours events.

Minimum Qualifications Required

Bachelorâs degree required; Masterâs degree in Accounting preferred.
A minimum of 4 years of public accounting and/or consulting experience.
2 years supervisory experience preferred.
Active CPA license.
Ability to manage deadlines and multiple assignments and prioritize each assignment as necessary.
Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally.
Proficient use of applicable technology, particularly MS Excel.
Must be able to travel on short notice based on client and business needs.
Prior financial statement audit or financial analysis experience.
Prior transaction advisory experience is a plus.
]]> Tue, 16 Jan 2018 00:00:00 PST 0 <![CDATA[Tax Supervisor / Manager]]> Tax Manager

Seeking an experienced Tax Supervisor or Manager to join our growing and well-established national firm in the Los Angeles office. The position requires an experienced tax professional with strong interpersonal and supervisory skills.

Our growing tax practice provides tremendous career opportunities in an environment of the highest ethical standards and professionalism. We are committed to practicing work/life balance and offer extremely competitive salary and benefit packages.

Responsibilities

Interact closely with clients to provide innovative business tax planning, consulting and compliance services in a timely and effective manner.
Prepare and review federal, S corporations, individual, and partnership returns, including exercising professional judgment with respect to issue identification to develop solutions to tax issues in returns.
Supervise and help drive the success of multiple engagements in corporate, partnership and individual taxation.
Ensure complete client satisfaction through open communication, managing and meeting deadlines and proactively sharing tax saving strategies.
Work closely with Partners, Senior Managers, Managers and staff on client management, professional development and business development activities.
Supervise, develop, train and mentor staff including performance and engagement reviews.
Attend professional development and continuing educations sessions on a regular basis.
Other related duties as assigned.

Qualifications

Bachelorâs degree in accounting or a Juris Doctor degree required.
Masters in Taxation degree or LLM in Taxation a plus.
CPA certification or working towards certification required with 4+ years tax experience.
Strong technical skills pertaining to tax preparation and review, tax compliance, agency correspondence and tax research.
Ability to problem-solve and think both creatively and logically.
A demonstrated ability to self-direct and effectively organize, prioritize and manage multiple engagements under tight deadlines.
Outstanding leadership, mentoring and interpersonal skills fostering client and staff relationships.
Excellent analytical, organizational, and written and verbal communication skills.
Ability to attract and develop profitable, sustainable client relationships.
]]> Fri, 05 Jan 2018 00:00:00 PST 0 <![CDATA[Tax Manager]]> Tax Manager â Family Wealth Services

A nationally recognized CPA and advisory firm that was the ONLY firm recognized by Accounting Today in 2015 as both a “growth pacesetter” and a “best firm to work for”.

Our professionals help design and implement long-term strategies to preserve and grow our clients' financial resources through tax, accounting, assurance and comprehensive business advisory services.

The Tax Manager in the Family Wealth Services group is responsible for providing tax consulting and compliance services to our clients. This includes delivering income, estate, and gift tax planning strategies to the high net worth market. The client base is primarily comprised of owners of closely held businesses and other high net worth individuals.

Essential Duties and Responsibilities:

Oversee the efforts of client services teams on client engagements â plan, execute, direct, and complete tax projects.
Provide innovative tax planning, consulting, and compliance expertise to clients â design, and implement tax-planning strategies for clients and manage to budget.
Provide tax planning and consulting to our firmâs high net worth clients for estate, gift, and trust taxation, as well as individual income taxes. Interact closely with clientâs advisors such as attorneys and financial asset managers.
Develop a project vision and set challenging personal and client service team goals.
Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end reviews.

Required Skills and Experience:

Bachelorâs degree in Accounting; CPA or JD required.
A minimum of 4 years of progressive tax consulting experience in family wealth planning or a related area in public accounting or consulting.
Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships.
Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment.
Computer expertise including knowledge of tax software and technology.
Strong experience with Individual Taxation (high net worth of $10M +)
Experience in Trust & Estate planning and Family Office services
Experience with family limited partnerships and operating partnerships

]]> Wed, 03 Jan 2018 00:00:00 PST 0 <![CDATA[Senior Tax Manager]]> Senior Tax Manager
About the Company

Full service accounting and consulting firm and has been one of the top 25 CPA firms in Orange County over the last 30 years as rated by the Orange County Business Journal. Our professionals possess a wide range of expertise in business operations, taxation and accounting issues for companies doing business in several countries. Our management team members are “X-Big 4” and bring that special level of competence and knowledge to service our clients, which include publicly traded companies, private enterprises and high net-worth individuals.

We offer a competitive salary based on experience and an excellent benefit package.

Position Summary:

Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise.
Conduct primary and secondary review of complicated or complex income tax returns including C-Corp, S-Corp, Partnerships and individual clients.
Research and consult on various tax matters.
Excellent analytical, technical, and tax accounting/technology skills with proficiency in U.S. GAAP, ASC 740, ASC 740-10, tax compliance, consolidated returns, partnership returns, multi-state tax returns and international compliance.
Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end review.
Work closely with partners, managers and staff on client management, practice development and business development activities.
State and local tax consulting and preparation.
Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive results-based team environment.
Exceptional communication skills with a demonstrated ability to develop and maintain outstanding client relationships.

Essential Requirements:

Minimum seven years of progressive federal tax consulting and/or compliance experience in public accounting.
Bachelorâs degree in Accounting.
A current and valid CPA License.
Masters in tax law required.
Strong leadership, mentoring skills, coupled with excellent written, interpersonal and presentation skills.

]]> Tue, 26 Dec 2017 00:00:00 PST 0 <![CDATA[Senior Staff Accountant]]> Senior Staff Accountant

Job description

The Senior Accountant will perform Compilations, Review and Audits of small to mid-size businesses.
Preparation of individual, corporate, partnership, trust, estate and exempt organization return.
Significant client interaction.

?Requirements

Bachelorâs Degree in accounting or emphasis in accounting.
CPA, EA, or CPA Candidate.
2 or more years solid experience in CPA firm.
Working knowledge of ProSystem fx Engagement, and Tax a plus.
Excellent verbal, written, and listening skills.
Willingness to perform both audit and tax services.
Strong work ethic, and the ability to grow

Benefits

We provide a very competitive salary and benefit package including:
Salary dependent on experience
Employer paid health insurance
Employer paid group term life insurance
Cafeteria plan covering out of pocket medical expenses & child care reimbursement
401(k) plan
Vacation & sick pay

]]> Sat, 16 Dec 2017 00:00:00 PST 0 <![CDATA[VP Tax - Canada Product Tax]]> VP Tax, Product Tax

Overall responsibilities of VP, Taxation:
Assisting Director, Taxation in providing tax compliance and advisory services related to Funds and Corporate, including the following: Product Tax

Responsible for management and oversight of external service providers with respect to tax services provided including year-end distribution and tax reporting
- Review of mock and final distribution calculations prepared by fund administrators
- Ensure minimum distribution requirements are met and properly reported to unit holders
- Review year-end tax reporting including T3 summary and slips, CDS factors, PFIC statements etc.
- Review and file of tax returns (T3, GST/HST etc.) and ensure compliance with tax laws and regulations applicable to the funds, fund investments and fund shareholders
Assist the director in establishing tax policies and procedures and managing implementation/compliance by tax service providers
Provide tax assistance with respect to issuance of financial statements and respond to external auditorâs tax related queries
Respond to tax inquiries from investors and business partners and provide information required for web site posting and portfolio management
Act as a contact person with tax authorities including dealing with notice of assessments and audit related matters
Provide lead support on FATCA/CRS for both project implementation and BAU for Canadian business/funds including providing tax documentation;
Provide support to Marketing and Business/Sales team related to tax contents, tax related inquiries and client communication.
Review tax-related disclosures in fund prospectus, offering documents, and marketing materials etc.
Provide tax support as required to Legal team in drafting IMAs.
Analyze tax impact of proposed product changes and initiatives, including mergers, liquidations and fund “repurposings”
Keep abreast of new and developing tax law and analyze the implications to fund, fund investments and fund shareholders and timely communicate such developments to the business and other interested stakeholders.
Special projects as arise from time to time

Corporate Tax

Review GST/HST/QST tax returns and co-ordinate with business partners in gathering related information required and provide guidance to business in applying appropriate GST/HST/QST rates
Act as a contact person with the Federal, Provincial and State tax authorities including dealing with notice of assessments and audit related inquiries
Assist with respect to the following functions as requested:
- Review monthly and quarterly income tax provisions
- Coordinate the preparation of the Canadian information return with respect to payments to non-residents
- Coordinate the preparation of the Canadian income tax return and related reports
- Perform research, analysis and planning on federal and provincial tax issues
- Assist in corporate restructuring initiatives as they arise
- Explore and make recommendations regarding tax savings opportunities
Communicate directly, both verbally and in writing, with other areas of the company regarding tax issues and tax related projects
Stay abreast of upcoming changes to tax legislation and tax related issues that could impact the Company

Position qualification requirements

University degree with accounting designation, CA or Mtax preferred; CICA in-depth tax courses I and II is an asset.
3 years+ of investment fund related tax experience in a major accounting firm and/or industry.
Advanced knowledge and application skills in Microsoft Excel and Microsoft word and proficiency in other MS office software knowledge (e.g. outlook, powerpoint)
Strong analytical and problem-solving skills, including ability to analyze tax issues.
Strong communication, team work and relationship building skills.
Strong leadership skills.
Must be able to work effectively in a demanding, fast-paced and complex environment, handling multiple tasks and projects concurrently and resolving issues that cut across the organization, while maintaining highest standards and attention to detail.

]]> Wed, 06 Dec 2017 00:00:00 PST 0 <![CDATA[Tax Manager]]> Tax Manager

Our core value is creating opportunities for our team and clients to reach their full potential. We are a growing firm that has been in operation for 50 years and is seeking the next generation of leaders. We are looking for outstanding new team members that will provide exceptional client service.

Qualifications:

Review of Federal and State corporate, individual and trust tax returns including multi-state
Tax research for both corporate and individual clients
Willingness to train staff, perform reviews and evaluate their work.
Excellent project management, analytical, and interpersonal skills
Demonstrated ability to function well in a team setting and interact with professionals at all levels
Superior client service focus.
Possess a desire to grow the firm as well as the team
Ability to operate in a fast-paced, dynamic environment.
Ability to supervise other seniors and staff while maintaining multiple client engagements.
Strong leadership and coaching skills
Ability to generate new business and extend service opportunities
Prepare internal memorandum, written correspondence, and other documents for submission to the IRS or various state agencies

Requirements:

5-8 years public accounting experience with a concentration in small business and individual taxation
In-depth understanding of federal and state tax codes- Updated knowledge of applicable laws and regulations
Proficient in MS Office (especially Excel) tax and accounting software- Strong mathematical and analytical skills
Attention to detail
Integrity and reliability
Able to work moderate overtime throughout the year with heavier overtime required during certain business cycles
Attend trainings on technical issues and tax law updates to disseminate to the team
Degree in Accounting or Finance and CPA license in good standing

]]> Mon, 27 Nov 2017 00:00:00 PST 0 <![CDATA[Bookkeeper - Business Manager]]> Bookkeeper

We are looking for an experienced bookkeeper to help us with our monthly bookkeeping client base. We are a rapidly growing CPA firm in Los Angeles. We use Accounting CS and QuickBooks for our bookkeeping and write up engagements.

We require all of the below in anyone that wants to work with us in our fast paced environment:

Candidate Must:

- Possess excellent written and verbal skills

- Must be able to work fast, but accurately

- Must have strong computer skills

- Must be proficient in Microsoft Office

- Must be able to work in fast paced environment

- Must be able to assemble a monthly workpaper file

- Must have a strong understanding of Quickbooks including how to use .csv and .qbo files

- Must be willing, ready and able to discuss bookkeeping matters with clients.

- Must have experience in preparing sales tax returns; property tax returns, L.A. City Tax Returns and any other state and local tax requirements.

- Must have experience and be familiar with closing year end and preparing 1099s

- Must have working knowledge of payroll and familiar with importing journal entries from ADP, Paychex and other payroll companies

- Must have knowledge and understanding of Adjusting Journal Entries

Additional Desired Skills:

- Understanding of Thomson Reuters Accounting CS

- Knowledge of Ledgersync

- Knowledge of Hubdoc

If you are not strong with computers, please do not contact us. Our firm is very technology centric and we utilize technology whenever possible. For example, we use Ledgersync and Hubdoc to retrieve client data on a monthly basis. If you are set in your ways and only do it your way, then, please do not apply. We want and demand that everything is done "our way" which includes utilizing all available technology.

We will require a personality test and aptitude test prior to bringing anyone on board. If you think you are the right person and have the MANDATORY skills then please apply.

]]> Tue, 21 Nov 2017 00:00:00 PST 0 <![CDATA[Accounting Manager]]> Accounting Manager

Company offering financial services to a client base consisting of individuals and businesses within the music, entertainment, and sport industries.

We are seeking a hands-on Financial Accountant who will be responsible for managing a team, financial reporting and maintaining accounting processes. This position requires strong analytical skills, attention to detail, a sense of ownership, great communication skills, and a passion for delivering results in a fast-paced environment.

Position Responsibilities

-          Manages and reviews the books and records for a portfolio of key clients; including partnerships, LLCs, corporations, and sole proprietorships;

-          Prepares and presents monthly, quarterly and annual management accounts and financial statements, in accordance with US GAAP, and analytic reports for clients;

-          Performs the monthly, quarterly, and year-end financial close processes to ensure timely and accurate reporting for client;

-          Monitors and reports financial performance with regard to bank covenants;

-          Prepare financial modeling; experience in modeling a plus

-          Designs, implement and maintain strong internal controls, processes and procedures;

-          Responsible for managing deadlines and providing timely information to the tax and commercial departments;

-          Assist in setting and monitoring budgets on client engagements;

-          Actively manage, develop and train staff members.

Candidate Requirements

-          Bachelors Degree in Accounting or equivalent

-          7+ years of professional Accounting experience

-          3+ years experience in managing a team

-          2+ years experience in audit

-          Must be a licensed CPA

-          Possess a detailed knowledge of US GAAP and experience of tax compliance

-          Must possess experience with working papers management and review and the preparation and review of year end working paper files

-          Ideally have knowledge of working paper software such as CCH Engagement or Caseware

-          Intermediate to advanced proficiency in Microsoft Excel

-          Familiar with QuickBooks Enterprise and/or QuickBooks Online

-          A proactive approach to tasks; the ability to work instinctively on projects and plan ahead for the needs of the client

-          Organizational skills; scheduling and keeping deadlines not only personally but also for the department and client base

-          Significant experience of managing a portfolio of SME clients for owner managed businesses

-          Commercial awareness and the desire to understand the businesses within the client portfolio.

Additional Preferred Qualities

-          Experience with CCH Axcess

-          Masters Degree in Accounting, or equivalent
]]> Fri, 17 Nov 2017 00:00:00 PST 0 <![CDATA[Assistant Accounting Manager]]> Assistant Accounting Manager



Role Summary

The Assistant Accounting Manger role is responsible for year end financial reporting encompassing the preparation and review of financial statements prepared in accordance with US GAAP. This role encompasses the supervision of the team, provision of training and ongoing support to members of the team. The candidate for this position must have excellent attention to detail, strong technical knowledge and developing management skills.

Key Responsibilities of the Role

•          Supervising, assisting and reviewing where required in the preparation of the year end financial statements for the portfolio of clients including US companies, partnerships, LLCs and sole traders.

•          Responsible for ensuring the team provides timely information and liaising with management and other departments to ensure both UK and US tax deadlines are met.

•          Training and supervision of staff.

•          Training and supervisions of bookkeeping staff and review of their output for quarter end or ad hoc reporting.

Candidate Requirements

•          Bachelors Degree in Accounting or equivalent

•          Licensed CPA

•          3+ years of professional Accounting experience

•          Audit experience preferred

•          Knowledge of US GAAP and experience of tax compliance

•          Experience with QuickBooks Online, Proficient in Microsoft Office

•          Ability to manage people

•          Excellent attention to detail

•          Proactive, organized and self-motivated

•          Commercial awareness and the desire to understand the businesses within the client portfolio

Additional Preferred Qualities

•          Experience with CCH Axcess
]]> Fri, 17 Nov 2017 00:00:00 PST 0 <![CDATA[SENIOR / STAFF TAX ACCOUNTANT]]> SENIOR / STAFF TAX ACCOUNTANT Summary: To prepare/review tax returns and handle other tax department projects as assigned.
Duties and Responsibilities include the following:

Prepare business and individual income tax returns.
Prepare tax projections and quarterly estimates using BNA.
Correspond with government agencies relating to client tax notifications received.
Attend CPE and in-house tax workshops.
Work extended hours as needed.
Other related duties as assigned.

Education / Experience:
Bachelor's Degree, Accounting, Economics or Finance
2 - 5 years of experience
Enrolled Agents will be considered

Salary: DOE
]]> Fri, 17 Nov 2017 00:00:00 PST 0 <![CDATA[Accounting Associate (1 - 3 Years)]]> Accounting Associate

Job Description

Company offers financial services to a client base consisting of individuals and businesses within the music, entertainment, and sport industries. The Company has three core departments; Business Management, Accountancy, and Tax.

We are currently looking to appoint a new Accounting Associate to join the Los Angeles Accounting department. The Accounting Associate is responsible for assisting the production team with day-to-day bookkeeping duties for a number of assigned clients, including on-going support to new team members.

Key Responsibilities

•   Enter all company transactions in QuickBooks Online software.
•   Reconciliation of expenses, petty cash, bank accounts and credit card statements
•   Initiation and arranging payments
•   Complete periodic payroll runs/filing for applicable clients
•   Complete period end closing including the preparation of supporting schedules, reconciliations and analysis as required.
•   Assisting in the preparation of timely information and liaising with other departments to ensure tax deadlines are met
•   Assisting in the preparation of monthly and quarterly client reporting
•   Mentoring, managing and train of Junior members of the team

Candidate Requirements

•   1-3 years of professional experience
•   Bachelorâs Degree in Accounting or equivalent
•   A basic knowledge of US GAAP
•   Attention to detail and accuracy
•   Organization, communication and prioritization skills
•   A proactive approach to tasks; the ability to work to deadline on projects and plan ahead for the needs of the client
•   Commercial awareness and desire to understand the client businesses

Desired Skills

•   Microsoft Excel, Word, Outlook proficient
•   Experience with Quickbooks Online
•   Committed to further study towards a CPA qualification
•   Entertainment/Music interest or experience

]]> Thu, 16 Nov 2017 00:00:00 PST 0 <![CDATA[Bookkeeper - Account Manager]]> Bookkeeper - Account Manager

About the job

Summary/Objective

We are looking for an Account Manager with experience in the business management field and using Datafaction Software.

Responsibilities

Full charge bookkeeping with strong accounting skills
Anticipate client issues and be pro-active
Process financial statements and monthly cash flows
Excels in interpersonal communications
Strong analytical and organizational abilities
Ability to multi-task
Manage and oversee projects
Able to problem solve complex client issues

Required Qualifications

Prior business management/high net worth individuals experience required
Datafaction and Imaging experience required
Detail oriented; strong interpersonal and communication skills

]]> Thu, 16 Nov 2017 00:00:00 PST 0 <![CDATA[Tax Manager]]> Tax Manager

Would you like to advance and develop your professional and technical skills? Are you seeking a career where understanding client challenges and offering solutions impact business growth and sustainability? Are you a critical thinker that can offer solutions to business issues? If this sounds like you, review the qualifications below.

As a Tax Manager, you will have opportunities to:

+ Review and sign individual, corporate, partnership, and trust income tax returns.
+ Supervise, train, and mentor other team members on tax process.
+ Mentor tax staff on soft skills.
+ Perform tax research and prepare memoranda.
+ Build and develop new business.
+ Acquire working knowledge of clientsâ businesses.
+ Interact with clients gathering information, resolving problems, and recommending solutions.

Requirements:

+ Minimum of 7 years of tax experience in public accounting.
+ Hold a CPA license.
+ 4 year accounting or finance degree.
+ Management experience in public accounting firm.
+ Dedication to superior client service.
+ Highly motivated self-starters with ability to multitask and complete assignments within deadline constraints.
+ Professionalism, dependability, integrity and trustworthiness, combined with a cooperative attitude.
+ Excellent project management, analytical, interpersonal, oral and written communication skills.
+ Ability to thrive in a dynamic team environment.
+ Strong organizational skills and attention to detail.

]]> Mon, 13 Nov 2017 00:00:00 PST 0 <![CDATA[Tax Senior]]> Senior Tax Associate

Our client offers financial services to a client base consisting of individuals and businesses within the music, entertainment, and sport industries. The Company is international with multiple offices in Europe and USA

We are currently looking for a Sr. Tax Associate to assist in managing the organizationâs tax information and prepare and review tax returns and tax-related correspondence for all clients.

Position Responsibilities include:

Prepare and review federal, state, and international tax returns for individuals and businesses;
Prepare and review extensions, quarterly estimates, and tax provisions;
Prepare and review informational tax filings:
Analyze IRS notices and draft responses;
Review client tax returns;
Handle federal, state and local tax audits;
Perform tax research;
Prepare research memoranda, written correspondence/guidance, and other documents for submission to the IRS or other tax authorities;
Prepare and advise tax planning;
Supervise Jr. tax associate and supervise their work;
Assume responsibility for the smooth flow of tax returns and continue to improve procedures and practices;
Contribute to the client service team by producing quality work with a quick turnaround and attentive service.

Essential Candidate Requirements

Bachelorâs degree in Accounting, Business, or Finance required
Masterâs degree in Taxation degree preferred
CPA designation preferred
3-5 yearsâ experience at a senior level required
International Tax experience preferred
Minimum of 2 years in competently reviewing tax returns
Knowledge of ProSystems FX software preferred
Detail oriented with an ability to multi-task
Strong analytical and problem-solving skills
High level of organizational skills
Excellent communication skills, verbal and written
Ability to work well as a team player
Proficient knowledge of MS Office Suite, Excel, Access, and Word

]]> Sat, 11 Nov 2017 00:00:00 PST 0 <![CDATA[Tax Manager]]> Tax Manager

Our client offers financial services to a client base consisting of individuals and businesses within the music, entertainment, and sport industries. The Company is international with multiple offices in Europe and USA

We are currently looking for a Tax Manager to oversee our tax compliance function.

Position Responsibilities:

Provide tax-related domestic and cross-border planning and compliance assistance to entertainment business-connected individuals and their associated entities
Assist individual clients needing a wide range of tax services, including tax compliance, tax planning and tax advice relating to their business interests, investments and related assets
Prepare and review of tax forms
Serve as an advisor to high-net-worth individuals, family businesses and executive groups by providing a wide array of professional tax services, including individual and flow-through entity tax planning and compliance; and gift tax, wealth succession, and estate tax planning and compliance
Provide quality, practical tax planning; develop budgets; determine resource requirements; and direct and monitor engagements
Participate in managing the tax department by assisting in forecasting future work, delegating work effectively and resolving staffing issues
Supervise staff and seniors and take an active role in their professional development, review their work products for completeness and accuracy, and prepare work products for client delivery
Participate in client meetings and work within a team environment to provide integrated advisory services to clients

Candidate Requirements:

Bachelor's degree in related field (Accounting, Business Administration, Economics, Finance, Mathematics)
Graduate degree of MST or Tax LLM preferred
Minimum of five yearsâ relevant experience with complex high-net-worth individual, partnership and corporate tax projects with an emphasis on planning and compliance projects with international connections
Two years of recent experience with a public accounting firm is preferred
Fiduciary income tax planning preferred
Excellent interpersonal, analytical and problem-solving ability
Strong written and verbal communication skills with ability to lead client meetings
Strong team, project management and leadership skills
Commitment to ongoing learning in a tax technology environment
Proficient experience with CCH Access, or similar platform
Proficient knowledge of automated tax processing systems and Microsoft Office tools

]]> Sat, 11 Nov 2017 00:00:00 PST 0 <![CDATA[Tax Staff Accountant]]> Tax Staff - Immediate Interview and Start

We are looking for a Tax Accountant to join our tax department. Our tax department fosters a team environment with opportunities to learn and grow as a tax professional.

We are a prestigious business management firm that handles the financial and tax affairs for high profile entertainers, sports stars and high net worth individuals.

Role includes handling the tax compliance and tax planning for various business entities and individuals. Primary responsibilities will be to prepare tax returns and tax estimates

We provide a fun work atmosphere with growth potential.

Qualifications

One to three years of experience in tax preparation
Experience in tax research and issue identification
Knowledge of various business entities
Strong analytical ability and problem solving skills
Ability to work in a team environment

Responsibilities

Prepare federal and multi-state tax returns for individuals, corporations, partnerships, and trusts
Prepare quarterly tax estimates
Prepare year-end close-outs and tax planning
Coordinate and handle international tax compliance for nonresident entertainers and athletes
Work well in a team environment
Draft responses to tax notices

]]> Thu, 09 Nov 2017 00:00:00 PST 0 <![CDATA[Tax Manager]]> Tax Manager CPA
$80,000 - $120,000 a year

Currently seeking an experienced Tax Manager to join our growing boutique firm in the South Bay. If you are looking for a new route on your career path, we may have the right accounting position for you.

Our specialties limited Compilations, Reviews and Taxation (including international tax, Multi-state & local tax, Trust and Estate) specializes in S-Corp and Partnership taxation.

We try to provide a flexible work schedule and encourage a work-life balance being in the beach community.

Job Function Overview:

As a Tax Manager, you will lead, manage and review multiple tax engagements and strive to deliver quality tax services for our clients who are mainly in the real estate, entertainment, professional services, and technology. This position offers excellent opportunities for leadership and career advancement as future partner for the right candidate.

Job duties include:

Presentation and detail review of federal and state income tax returns for individuals, and diverse business entities, including corporations (C and S), limited liability companies, partnerships, trusts, estates, and foundations.
Proactive tax planning and coordination of tax strategies with the client and engagement team.
Correspondence with the client and tax authorities, preparation of internal memos.
Complex tax research in response to client tax matters and preparation of research memos.
Management of multiple clients, monitoring budgets and production goals.
Training, mentoring, and providing guidance to staff.
Building of new and existing client relationships, demonstrating knowledge of clientâs business.

Requirements:

Bachelorâs degree in Accounting, Finance, Business or related equivalent.
CPA Certification REQUIRED (MST/MBT a plus).
5+ years of tax accounting experience with a public accounting firm.
Significant supervisory experience (2+ years), including experience in reviewing staff.
Strong computer skills: proficiency in tax software, Excel, and Word.
Strong research skills and problem solving skills
Working knowledge of accounting principles and practices within with the specializations of pass-through entities, K-1s and estate and trusts or international tax.
Excellent interpersonal, analytical, oral, and written communication skills.

Benefits:

We have assembled a competitive compensation package to reward our employees for their efforts, commitment and expertise. Salary is commensurate with experience. We also offer a casual dress atmosphere and a first-rate compensation package:

Generous personal days off (PDO) and paid holiday policy
Flex time and pay for tax season extra hours
Paid training opportunities and continuing professional education
Reimbursement of professional membership fees

]]> Tue, 07 Nov 2017 00:00:00 PST 0 <![CDATA[Tax Accountant]]> Strong tax prep on corp returns with tax resolution experience also

Tax Preparer (Corporate)

Job Description

The vast majority of our clients have several years of unfiled returns, so we
must bring them into tax filing compliance before we can begin the resolution
process. Business tax returns will be the primary focus of this individual, and
experience with 280E and Form 8300 would give a candidate a HUGE leg up on the competition.

This is a fast-paced, high volume position, so strong communication (verbal and written) skills are a necessity, as are a sense of urgency, attention to detail, patience, and the ability to prioritize. CTEC is required and an Enrolled Agent or CPA license would be a big plus.

The Tax Preparer (Corporate) will:

• Prepare Tax Returns, including 1065, 1120, 1120-S, Schedules C, D, and E (990 a plus)

• Gain client cooperation to get required information within the necessary time frame to meet taxing authority deadlines and keep the process moving
• Use ProSeries, QuickBooks, Microsoft Excel & CRM heavily
• Conduct in-depth client interviews by phone
• Prepare clear and concise letters and emails to clients
• Have a solid understanding of bookkeeping and accounting principles, as well as strong analytical skills related to financial statements
• Apply technical knowledge and research to help solve complex business problems, understand client businesses, and suggest solutions to client
needs/opportunities
• Identify risk management issues and opportunities to improve engagement profitability

Every case is different, so an interest in learning and personal/professional
growth is a huge help. Again, knowledge of and experience with IRC Section 280
would be invaluable in allowing growth within this role.

This is a full-time position, offering competitive hourly rate, vigorous benefits
package, and the opportunity for growth for the right individual.

Job Requirements

• Experience with individual and corporate returns

• Exceptional communication and customer service skills

• CTEC

• Familiarity with ProSeries and Microsoft Office Suite
]]> Fri, 03 Nov 2017 00:00:00 PDT 0 <![CDATA[Staff Accountant]]> Staff Accountant

Our client is a Ventura full service accounting firm looking for an ambitious staff accountant

Whether itâs a new business who needs some basic bookkeeping or an established enterprise looking for an all-inclusive package with bookkeeping, bill collections and payments, invoicing, payroll, tax returns, financial analysis or even the ownersâ personal tax work, we strive to deliver "The Ultimate Accounting Experience" every single time.

Who should apply?

We are currently looking for an experienced accountant, CPA, or CPA candidate to join our team and assist with a number of monthly write-up, bookkeeping, payroll, and accounting-related responsibilities for our valued clients.

This is a paid full-time position and will additionally provide work experience towards fulfilling the California State Board of Accountancy general experience requirements for CPA licensing, if desired. We will consider part-time and flex-time candidates.

Here are just some of the benefits:

In-house training on all our service offerings and client benefits to assist in understanding the inner workings of our full-service, entrepreneurial CPA firm

Gain technical knowledge and experience working on clients from a variety of different industries

Begin earning general experience hours towards the California State Board of

Accountancy experience requirement, if desired

Ability to refer clients and earn some income on the side

The position REQUIRES experience working at a CPA or Bookkeeping firm with multiple clients.

Primary Responsibilities:

Working with a variety of clients at any given time
Understanding of compilation financial statements (no Audits or Reviews)
Proficiently coordinating assigned office workflow
Proficient completing monthly write-up (accounting) work for multiple clients
Work will be performed at the CPA firm office location. NO travel to client locations. NO working from home.

Qualifications:

Experience working at a CPA or Bookkeeping firm preparing monthly books for multiple clients (other than Business Management)
Degree in Accounting - CPA preferred
Proficient in QuickBooks
Proficient in Microsoft Word, Excel, and Outlook
Confident, creative problem solver
Strong verbal and written skills
A working knowledge of the following is a plus: preparation of payroll, sales tax returns, business licenses, and communicating with clients from a variety of different industries and businesses

]]> Fri, 03 Nov 2017 00:00:00 PDT 0 <![CDATA[Tax Senior]]> Senior Tax Accountant

JOB SUMMARY:

To plan, prepare, review and anticipate all assigned financial reports and projects of assigned clients. Assignments will include audit, review, compilation and preparation of current and prospective financial reports, review of financial reports, special accounting related projects, as well as summaries and forecasts for future business growth and general economic outlook.

ESSENTIAL JOB FUNCTIONS:

Responsible for the preparation of assigned financial reports, including income statements, balance sheets, cash flow, and reports to shareholders. Must work in collaboration with Tax and Consulting departments on specific engagements.
Must comment and proactively review assigned clientâs cash flow to optimize return on capital, financial reports and financial analysis and provide professional commentary on clientâs cash sufficiency and internal controls.
Oversees assignments such as, budget preparation, and other cash functions. Meets regularly with department heads (Accounting, Tax and Consulting) including Partners and Project Manager and to keep informed and to offer direction.
Reviews reports to analyze projections of sales and profit against actual figures, budgeted expenses against final totals, and suggests methods of improving the planning process as appropriate.
Analyzes client operations and offers advice to Partner in charge of Department or Case or Senior in Charge of department and identifies opportunities and areas that need to be reorganized, down-sized, or eliminated.
Confers with Senior in Charge of Accounting Department on a regular documented basis.
Reviews Staff work and evaluates capabilities of staff, offers clear feedback, constructive criticism and is a respectful and encouraging member of accounting department.
Treats all employees, clients and client prospects professionally and courteously at all times.

ADDITIONAL JOB FUNCTIONS:

Prepare clientâs annual, quarterly or monthly financial statements

Prepare quarterly and annual tax forms for clients

Prepare individual and corporate tax returns

Assist clients with payroll, 1099âs and 571-L, etc.

Follow through with clients case from start to finish

Review individual and corporate tax returns

Prepare W-2âs to clients whom need this service

Prepare sales tax returns

Represent individual clients under an IRS Audit

Research tax codes and regulations

Assist staff and clients with E-File procedures

Mentor interns and new position staff

Set clients up with bookkeeping skills and software

Field and answer client questions regarding tax returns, financial statements, etc.

Seek and provide solutions for clients problem areas

Assist Accounting and Tax Managers with all duties

Provide audit services when instructed

ACCOUNTABILITIES

Planning & Directing

Timely work accomplishment
Accuracy in performance
Relationship sensitivity
Anticipation of need - forecasting
Skill understanding

Motivating & Communicating

Clarity of responsibilities
Work together effectively
Focused and committed people
Forward looking, anticipating next steps
Inspired enthusiasm
Supportive attitudes

QUALIFICATIONS:

CPA license or candidate (preferred)
Knowledge of database and accounting computer application systems to supply the most accurate financial information.
Minimum of 3 years of experience in respective field
Excellent verbal and written communication skills.
Excellent analytical and organizational skills.
A team player with high relationship skills.

ADDITIONAL AWARENESSES:

On-time to client and company site, work and meetings
Keeps Senior In charge of Department and Partner informed of whereabouts during work hours within reason either via email, face to face or phone.
If there is a perceived problem or concern encountered or perceived, proactively set up a meeting with appropriate parties to solve problem or concern.
Returns phone calls and E-mails no later than 24 hours from initial contact
Seeks to proactively advance knowledge in profession
Seeks to learn the business aspects of a professional accounting firm to become a Manager
Keeps all company and client information confidential at all times

COMPENSATION: commensurate with experience

Benefits include competitive salary, paid holidays, medical benefits, PTO, and retirement plan with employer match.
]]> Thu, 26 Oct 2017 00:00:00 PDT 0 <![CDATA[Tax Senior or Manager]]> Tax Senior or Manager

We are looking for a tax manager/senior with 3-8 years experience in a large local / regional firm or Big 4 experience

Experience with Partnership, LLCs and Individuals.

Multi State and some International work preferred.

CCH Prosystem fx,

Other

Partnership potential for the right candidate!

Salary flexible - based on experience.
]]> Wed, 25 Oct 2017 00:00:00 PDT 0 <![CDATA[Tax Manager]]> Tax Manager

Vavrinek, Trine, Day & Co., LLP

Job Description

The Manager in the tax department prepares complex tax returns, provides coaching to staff, and reviews tax returns prepared by others. In addition, the Manager is responsible for overseeing client relationships in regard to tax matters, as well as coordinating the delivery of other services. The Manager is responsible for developing business proposals and other supervisory administrative duties. The Manager oversees a group of staff, and is responsible for managing their daily activities and career development.

Desired Skills and Experience:

Bachelor's degree with emphasis in accounting or MBA in accounting/taxation
Must possess a CPA license
Five to seven years experience in public accounting, preparing and reviewing complex business and individual income tax returns, and directing the work of others.
Valid drivers license
Proficient in use of computer and software applications
Ability to communicate technical written and verbal information with ease. Successful problem solving and analytical skills.
Demonstrated ability through previous experience, to effectively deal with engagement situations that may involve controversy and influencing others.
Honest and ethical with a strong work ethic
Proactive, resourceful, and client oriented

]]> Tue, 24 Oct 2017 00:00:00 PDT 0 <![CDATA[Accountant I]]> Accountant

Responsible for the timely and accurate preparation of assigned journal entries, account analysis and bank reconciliations.

Maintains assigned subsidiary ledgers and provides accounting support to the Accounting department.

ESSENTIAL FUNCTIONS:

Consistently exhibits behavior and communication skills that demonstrate commitment to superior customer service, including quality, care and concern with each and every internal and external customer.
Prepares recurring, non-recurring and adjusting journal entries as assigned.
Maintains spreadsheets for account analysis, reports and other schedules of general ledger accounts.
Performs monthly and year-end general ledger account analysis.
Informs Manager of invoices, deposits and other transactions of an unusual nature requiring special or immediate action.
Prepares bank reconciliations as assigned.
Manages monthly bank information and activity from bank on-line system.
Maintains department cancelled check files and petty cash records.
Performs additional duties as assigned.

Qualifications:

EDUCATION:

1 or 2 years of post-high school education or a degree from a two-year college.
Bachelorâs degree preferred.

EXPERIENCE: Minimum:

Over 1 year and up to and including 3 years of experience.

Preferred:

Previous experience with general ledger accounting.
Microsoft Excel .
Previous healthcare industry experience.

KNOWLEDGE, SKILLS, ABILITIES:

Computer literate.
10-key skills.
Intermediate Microsoft applications skills (Excel, Access).
Basic Microsoft Word skills.

]]> Fri, 20 Oct 2017 00:00:00 PDT 0 <![CDATA[Tax Manager]]> Tax Manager

Job Description

The firm is a leading mid-market CPA firm with a great reputation and work environment. The firm is growing rapidly and looking to add a Tax Manager to the team to provide leadership to multiple engagements.

The Tax Manager will be responsible for Business Development while overseeing teams in the preparation of Federal and State tax returns, both individual and corporate returns, as well as other tax issues, such as tax planning, research and provide leadership to staff members.

The Tax Manager will be responsible for the following:

• Perform extensive tax research on complex tax issues
• Manage engagement team members to ensure timely completion of assigned tasks and be a resource for team members
• Excellent communication with client to ensure proper engagement outline
• Review both individual and corporate tax returns on various issues, such as Federal & State income tax returns. Compensation for the Tax Manager will be commensurate with experience.

Requirements

Background Job Requirements for the Tax Manager include:

• Masterâs degree in Accounting
• CPA
• 5+ years tax experience in a public accounting firm
• Excellent analytical skills
• Ability to make decisions regarding accounting and tax matters
• Ability to perform and direct multiple engagements
• Excellent communication and writing skills
• Ability to manager, lead, and train people
• Extensive knowledge of S-Corp and partnership returns
]]> Thu, 19 Oct 2017 00:00:00 PDT 0 <![CDATA[Audit Manager]]> Audit Manager

Opportunity to work for a top firm with an excellent market reputation.

Description

Execute audits with appropriate consideration of audit risk issues and technical accounting matters
Complete fieldwork on client sites to ensure delivery of the audit process
Remain informed about technical and regulatory accounting change
Act as a role model for more junior members of the team and provide on the job coaching and mentoring

Profile

Expertise in primary accounting frameworks (UK GAAP, IFRS or equivalent) and in related financial reporting matters
Proven experience in audit methodology to perform engagements on clients in the public and private sectors, in compliance with auditing standards
ACA/ACCA qualification or equivalent

]]> Sat, 14 Oct 2017 00:00:00 PDT 0 <![CDATA[Tax Senior]]> Tax Senior

Summary

This is a tax role, based at our office, reporting to a Tax Principal. The role will provide an opportunity to work on a wide-ranging portfolio of clients.

The duties will include:

Preparation of complex Tax Returns, dealing with clients and arranging submission to HMRC.
Preparation of trust accounts and Tax Returns for submission to HMRC.
Preparation of Inheritance Tax Returns.
Dealing with queries and assisting tax staff and Principals.
Maintaining a record of Tax Returns and payments and ensuring all returns are filed and payments are made on time.

The ideal candidate

The ideal candidate will have the following skills:

CTA qualified with a desire to specialise in personal and trust tax.
2 years + experience, including dealing with trust Tax Returns.
Experience gained in practice.
Good IT skills and technical ability.
Team player with excellent interpersonal skills.
The ability to prioritise and work under pressure to meet tight deadlines.

Employment details

Hours of work: preferred Full Time post, with flexibility over hours
Remuneration will be dependent on experience.

]]> Sat, 14 Oct 2017 00:00:00 PDT 0 <![CDATA[Tax Senior]]> Tax Senior

We are interested in qualified staff at all levels and we know that the most valuable training occurs on the job. A diverse client base exposes our staff members to a wide variety of challenges, and leads to learning experiences across many industries. New staff members learn a great deal in just a few months and benefit directly from the greater experiences of the managers and partners, discussing technical questions as they arise. Every team member will expand their capabilities and financial knowledge working here.

We offer experienced professionals:

Alternative work arrangements
Life-long learning opportunities
Specialty license (CFE) and certification reimbursement
Retirement planning and investment options with insurance broker

]]> Wed, 11 Oct 2017 00:00:00 PDT 0 <![CDATA[Audit Senior or Manager]]> Audit Senior or Manager

We provide full-service CPA services â tax, audit and accounting â to privately-held and non-profit organizations. We also provide advisory services that help our clients plan for growth and transition.

Our support of clients in the manufacturing, distribution and trucking industries, knowledge of transition planning (i.e. such as our specialty in Employee Stock Ownership Plans), focus on client service and interest in giving back within our community positions us as a strong resource to clients and colleagues, alike.

We are growing and want team members interested in advancing with us. We are currently looking for audit professionals interested in joining our dynamic, client-focused team. Your responsibilities would include conducting audits & reviews from commencement through completion and managing client engagements with an emphasis on communication, timeliness and quality.

Bachelorâs degree in Accounting or related field
2+ years of public accounting experience for Senior, 6+ years of experience for Manager
CPA license required for Audit Manager
CPA license or CPA Candidate for Audit Senior
Experience in commercial audits and reviews (NPO and/or EBP audit experience a plus)
Strong computer, communication and people development skills, including training and instruction
A strong team leader with the ability to supervise staff, manage projects and work professionally with partners, staff, and clients
Ability to stay current on all general professional pronouncements and developments, and interact with peer review auditors

Our collective success is due to the efforts of our exceptional team. We work hard, take pride in putting the client first and enjoy strong collegial relationships. We offer a competitive salary, comprehensive benefits package, advancement opportunity, team-oriented environment, work/life balance and have a state-of-the-art office with the newest technology â where everyone works together to achieve our common goal: to provide the best in tax, accounting, and consulting services.

If you are looking to grow professionally with a well-established firm and are eager to continue our commitment to excellent client service, please email resumes to MJK@rpbcpa.com.

RP&B is an Equal Opportunity Employer.
]]> Tue, 10 Oct 2017 00:00:00 PDT 0 <![CDATA[Forensic Accountant]]> FORENSIC CONSULTING SERVICES

We are reviewing resumes for the following positions:

Experienced CPAs with 3 â 5 years Audit experience

The right candidate will have audit experience in public accounting as well as an interest in, and talent for:

Applying business, accounting experience and knowledge to assist parties in dispute resolution;
Assisting attorneys and their clients in understanding the accounting and financial aspects of a dispute;
Utilizing analytical skills to evaluate financial and other data, and determine the most appropriate interpretation of the facts;
Applying organizational skills to group concepts, data, and information that explain the facts and circumstances in disputes;
Using communication skills to convey complex financial and accounting information to parties involved in the dispute.

ASSOCIATES

The right candidate will have a Bachelorâs degree in Accounting, Business, or Economics (or related experience) as well as a desire to apply their excellent problem-solving and analytical skills to assist our clients. CPA track or CPA eligible a plus.
]]> Mon, 09 Oct 2017 00:00:00 PDT 0 <![CDATA[Accounting Supervisor, Financial Reporting]]> Supervisor, Financial Reporting

OVERVIEW:

The Supervisor, Financial Reporting advises and supports the Manager, Financial Reporting, and acts as the primary point person for the Companyâs internal and external financial reporting obligations. Note that the Companyâ primary external reporting obligations involve the filing of statutory financial statements with the State of California (we mention this point as our statutory reporting is somewhat different than traditional SEC reporting).

This position demands someone who can work independently, is a critical thinker and is able to manage to tight deadlines. This position will supervise a staff accountant responsible for less complex reporting matters and other duties, as assigned by the Manager and Supervisor.

The ideal candidate will possess a strong accounting background and have the ability to handle complex situations and multiple responsibilities simultaneously, mixing long-term projects with the urgency of immediate demands. He/she must also have the demonstrated ability to deal with highly confidential information and act as a liaison between the Manager, Financial Reporting and other constituencies, both internal and external. He/she must exhibit the skills to collaborate with others, the ability to build strong and sustainable relationships and the capability to interact across all levels of the Village.

The Supervisor, Financial Reporting, must also show the willingness and ability to manage large amounts of detail/data with great care and accuracy.

ESSENTIAL FUNCTIONS:

Collect and analyze financial data, ensuring all reporting is in compliance with GAAP
Prepare monthly, quarterly, and annual internal financial reporting and analyses. Additional analytical deliverables to our National accounting team will include items such as OI Bridges, Rate/Volume analyses, Month over Month, Quarter over Quarter and YTD over prior YTD analytics, etc.)
Provide support and assistance in the form of schedule preparation and related explanations for our external auditors to support multiple audits that occur throughout the year
Prepare the Health Plan monthly, quarterly, and annual reporting package to be filed with the Department of Managed Health (DMHC) (Income statement, Balance sheet, Cash flows, footnotes and statistical data)
Prepare the RBO quarterly and annual reporting package to be filed with the Department of Managed Health (DMHC) (Income statement, Balance sheet, Cash flows, footnotes and statistical data)
Provide support for month end, quarter end and year-end financial closes (provide assistance by analyzing trends and identifying issues that require additional research/resolution)
Participation in ad-hoc projects, as required

Interacts with:

Accounting Leadership Team
Team Fin Leadership Team
Senior Executive Team in CA market
National Leadership Team and selected others throughout the organization

Qualifications:

EDUCATION:

Requires a bachelor's degree of Accounting or Finance
CPA preferred, not required

EXPERIENCE:

A minimum of two years prior supervisory experience is highly desirable
Ability to work in a fast-paced environment with multiple and changing demands is essential
Proficiency in Microsoft Office suite programs is required
Excellent oral and written communication skills. Can clearly present and explain financial information

KNOWLEDGE, SKILLS, AND ABILITIES:

Highly collaborative orientation, with outstanding diplomacy, analytical and organizational skills
Keen judgment and emotional intelligence
Must possess critical thinking skills, using logic and reasoning to identify strengths and weaknesses and have the ability to seek alternative solutions, conclusions and approaches to problems
Superb documentation skills
- Flexible and highly organized?

]]> Sat, 07 Oct 2017 00:00:00 PDT 0 <![CDATA[Experienced Tax Accountant]]> EXPERIENCED TAX ACCOUNTANT

Napa Valley CPA firm focused on the Wine Industry is currently seeking an experienced tax accountant with a focus on individual taxation.

We are looking for a motivated individual who wants to progress to a reviewer role.

Position will provide exposure to a variety of activities in the wine country.

The right individual has 4+ years experience preparing individual income tax returns and has earned either the CPA or EA (enrolled agent) designation.

Experience working with high net worth individuals and related businesses is a plus.

Cultural fit within our team-based organization is a top consideration for hiring.
]]> Tue, 03 Oct 2017 00:00:00 PDT 0 <![CDATA[Advisory Senior Associate]]> Advisory Senior Associate

Our client's Federal Government Contracting Practice provides sound regulatory and strategic compliance and business consulting solutions to clients who contract with the United States Federal Government and their Agencies. We support our clients develop and maintain appropriate business systems and controls, devise solutions, develop training and compliance programs and provide dispute resolution involving pricing, costing and administration of contracts.

Summary:

Work directly with clients on audits or issues relating to government accounting compliance. Assist with the preparation and support of contractually required government submissions and perform other duties, as assigned.

Basic Qualifications:

Experience with Microsoft Office, including Excel
Ability to research and find historical documentation from financial records to support costs
Ability to organize and present data to auditors and explain the source data
Ability to work independently to complete assigned tasks
BA or BS degree in Business, Accounting, Finance, or Economics or 2+ years of experience with government contract cost accounting
CPA or working towards a CPA license

Additional Qualifications:
Experience with government contract cost accounting
Experience with responding to government audit requests
Experience with ERP systems
Experience with budget preparation or reporting
Knowledge of the FAR, DFAR, and CAS and their application
Possession of excellent oral and written communication skills
Possession of excellent interpersonal skills
]]> Tue, 03 Oct 2017 00:00:00 PDT 0 <![CDATA[Advisory Manager]]> Advisory Manager

Description

Our Federal Government Contracting Practice provides sound regulatory and strategic compliance and business consulting solutions to clients who contract with the United States Federal Government and their Agencies. We support our clients develop and maintain appropriate business systems and controls, devise solutions, develop training and compliance programs and provide dispute resolution involving pricing, costing and administration of contracts.

Key Role:

Work directly with clients on audits or issues relating to government accounting compliance. Considerable industry knowledge of government contracting, with concentrated experience in government accounting focused on applying the Federal Acquisition Regulation, Cost Principles and Cost Accounting Standards to government contracts. Defense Contract Audit Agency (DCAA) experience is acceptable if no prior industry experience.

Demonstrated experience identifying and addressing client needs: actively participating in client discussions and meetings; communicating a broad range of Firm services; managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues.
Demonstrated experience as a team leader: creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues.

Basic Qualifications:

Experience with Microsoft Office, including Excel
Ability to research and find historical documentation from financial records to support costs
Ability to organize and present data to auditors and explain the source data
Ability to work independently to complete assigned tasks
BA or BS degree in Business, Accounting, Finance, or Economics or 6+ years of experience with government contract cost accounting
CPA or working towards a CPA license

Additional Qualifications:

Experience with government contract cost accounting
Experience with responding to government audit requests
Experience with ERP systems
Experience with budget preparation or reporting
Knowledge of the FAR, DFAR, and CAS and their application
Possession of excellent oral and written communication skills
Possession of excellent interpersonal skills
]]> Tue, 03 Oct 2017 00:00:00 PDT 0 <![CDATA[Tax Manager]]> Tax Manager

Partnership potential fast track for the right candidate!

Full-service public accounting firm has been providing accounting, tax, audit and litigation services to individuals, businesses and the legal community of all sizes and complexities throughout the Northern San Francisco Bay Area. We provide an incomparable personalized service to help our clients achieve a bright financial future.

We're currently seeking a motivated, hands-on self-starter with 5+ years of recent public accounting tax experience to lead tax engagements for privately-held businesses and high net worth individuals.

Responsibilities:

Perform technical tax preparation & review of individual & business income tax returns

Independently research complex tax issues

Provide comprehensive & thorough tax planning

Supervise, train and mentor junior staff

Develop and cultivate professional client relationships

Qualifications:

5+ years of recent public accounting tax experience

Bachelors degree in Accounting (MST a plus)

Current CPA license

Strong accounting, communication, organizational, analytical, client service and PC skills including MS Excel & accounting software proficiency (ProSystem fx software proficiency is a plus)

Ability to juggle priorities in a fast-paced environment

Motivation to learn

Prior real estate industry experience and Trust & Estate experience are a plus

We offer a competitive salary, a comprehensive benefits package, professional growth opportunity including potential partnership and a friendly, professional and collaborative office environment. In addition, our litigation support services offers candidates the opportunity to learn and explore new areas of our business, where youll work on more than just tax assignments.

If you're seeking an excellent opportunity to grow your career, to join a firm that not only values their employees, but also makes an impact in the local community and are eager to learn more about becoming an integral member of our team, please submit your resume
]]> Mon, 02 Oct 2017 00:00:00 PDT 0 <![CDATA[Audit Senior]]> Audit Senior Associate

Overview

Certified public accounting and advisory firm that delivers innovative advisory, accounting, tax, and specialized services.

We are looking for talented professionals to join our rapidly expanding team

Responsibilities

Serves the needs of the client by planning and performing audits, in addition to any other related client needs
Coordinates with the Engagement Team, Manager, Senior Manager, and Partner on all phases of the engagement, including execution of the engagement letter, communications with the client, staffing requirements, job planning, and scheduling
Exercises independent thinking skills by making decisions related to engagements to include assessment of engagement risks, determining which procedures to perform to arrive at a desired level of assurance, and evaluating evidence
Evaluates the clientâs system of internal control, and conducts the engagement plan, preparation, and execution
Promptly brings to the attention of the Manager, Senior Manager, or Partner any significant findings or questions that involve accounting principles or financial statement presentation
Human relations skills to deal effectively with visitors, clients, staff, and/or co-workers in a professional manner
Professional demeanor towards duties and responsibilities, particularly with regard to independence, professional ethics, and the exercise of professional judgment
Must be reliable and able to meet deadlines
Strong organizational, time management and interpersonal skills

Qualifications

BA or BS in Accounting or related field required, Masters Degree preferred
Minimum of 2 years of professional level accounting experience required
Automotive dealership industry experience preferred
External audit experience preferred
CPA or CPA candidate preferred
Thorough knowledge of accounting principles, practices, and procedures on manual and automated systems required
Thorough working knowledge of MS Office: Word, Excel, and Outlook required
Ability to perform multiple tasks concurrently with ease and professionalism required
Ability to travel required

]]> Thu, 28 Sep 2017 00:00:00 PDT 0 <![CDATA[Tax Manager]]> Tax Manager

Currently seeking a highly motivated Tax Manager. This important role in our growing Tax practice includes client relationships, technical tax work, and managing staff. Our department is dedicated to assisting individuals, partnerships, and corporations with tax compliance and planning.

In this leadership role, you will have the opportunity to utilize your technical tax, analytical, operational, management and client service skills by:

Essential Functions and Primary Duties:

Planning and managing multiple client engagement and simultaneously
Reviewing complex tax returns including federal and multi-state returns for C Corporations, S Corporations, partnerships, high net worth individuals, trusts & estates, and foundations
Understanding your client goals and needs and servicing clients directly
Owning client relationships and work
Strategizing with Managing Directors regarding tax planning
Giving clients recommendations and guidance on how to achieve their goals
Assist in identifying opportunities for growth with clients
Researching tax issues and providing guidance to clients
Working closely with staff, and assisting senior management in mentoring, coaching, training, supervising, and evaluating staff

Minimum Qualifications:

Bachelorâs degree required; Masterâs degree preferred in Accounting, Taxation or related field
6 years of experience in public accounting or related field
3 years supervisory experience
Must have active CPA or equivalent certification
Ability to manage all aspects of client engagements
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Must be able to travel based on client and business needs
Proficient use of applicable technology

Come grow your career with us!
]]> Wed, 13 Sep 2017 00:00:00 PDT 0 <![CDATA[Senior Tax Accountant]]> Senior Tax Accountant

CPA firm seeks a Senior Tax Accountant

We seek a self-motivated professional with a genuine desire to embrace this challenging career opportunity to work in a team-oriented environment while taking on a variety of assignments. Qualified individuals will have the opportunity to join our employee-friendly corporate culture, which also offers excellent career growth and mobility.

This individual will be responsible for performing complex tax preparation, tax research and tax planning with minimal supervision. This position also provides work direction and technical guidance to less experienced staff. The senior tax accountant contacts clients to resolve minor tax matters. This role performs tax planning under direct supervision and may be assigned tax in-charge responsibilities.

Essential Functions:

Prepares complex tax returns, tax projections, and tax research.
Reviews tax work of less experienced staff.
Trains, mentors and provides work direction to staff.
Reviews tax information supplied by client; may meet with or call client with questions.
Recognizes, anticipates and resolves tax issues; makes recommendations.
Markets firm services to existing and prospective clients.
Meets productivity and efficiency standards (billable hours).

Qualifications:

A minimum of 4 years public accounting experience
Bachelor's degree with a focus in accounting
CPA license
Proven senior accounting experience
Thorough knowledge of basic accounting procedures and principles
Experience with general ledger functions and the month-end/year close process
Accuracy and attention to detail
Outstanding communication skills, both oral and written,
Advanced experience in basic technology skills, PC usage, Word, Excel, Prosystem fx Global Tax, Engagement, QuickBooks, Document

Excellent benefits package.

Please include salary history and desired salary with resume
]]> Wed, 23 Aug 2017 00:00:00 PDT 0 <![CDATA[Full Charge Bookkeeper]]> Full Charge Bookkeeper

Searching for a motivated, efficient Full Charge Bookkeeper for our client in the Fashion and Textiles industry!

The Full Charge Bookkeeper should be comfortable working with limited supervision, and must have a very firm grasp on a full range of accounting functions and principles.

The Full Charge Bookkeeper will use QuickBooks to keep track of monthly financials, general ledger maintenance and postings, and audit and schedule preparation for the outside CPA.

Responsibilities:

? General Ledger posting and maintenance in QuickBooks

? Generation of monthly financial statements

? Accounts Payable

? Bank and Account Reconciliations

? Balance sheets

? Online Banking

? Cash Management maintenance

? Month-end, quarter-end, and fiscal close.

? Accurate maintenance of records

? Filing

? Accounts Receivables

? Payroll

? Assist with and complete other Accounting and Administrative duties as required.

Qualifications:

? Bachelor's Degree in Accounting, Finance, or related field

? At least five years of Full Charge Bookkeeping experience

? Proficient in QuickBooks and Excel

? Ability to perform well under time constraints to meet deadlines
]]> Tue, 22 Aug 2017 00:00:00 PDT 0 <![CDATA[Tax Manager]]> TAX MANAGER

About the Company

Full service accounting and consulting firm and has been one of the top 25 CPA firms in Orange County over the last 30 years as rated by the Orange County Business Journal.

Our professionals possess a wide range of expertise in business operations, taxation and accounting issues for companies doing business in several countries. Our management team members are “X-Big 4” and bring that special level of competence and knowledge to service our clients, which include publicly traded companies, private enterprises and high net-worth individuals.

Position Summary:

Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise.
Conduct primary and secondary review of complicated or complex income tax returns including C-Corp, S-Corp, Partnerships and individual clients.
Research and consult on various tax matters.
Excellent analytical, technical, and tax accounting/technology skills with proficiency in U.S. GAAP, ASC 740, ASC 740-10, tax compliance, consolidated returns, partnership returns, multi-state tax returns and international compliance.
Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end review.
Work closely with partners, managers and staff on client management, practice development and business development activities.
State and local tax consulting and preparation.
Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive results-based team environment.
Exceptional communication skills with a demonstrated ability to develop and maintain outstanding client relationships.

Essential Requirements:

Minimum seven years of progressive federal tax consulting and/or compliance experience in public accounting.
Bachelorâs degree in Accounting.
A current and valid CPA License.
Masters in tax preferred.
Strong leadership, mentoring skills, coupled with excellent written, interpersonal and presentation skills.

]]> Tue, 22 Aug 2017 00:00:00 PDT 0 <![CDATA[Trust Tax Supervisor]]> Trust Tax Supervisor

Outsourcing Department Team Responsibilities:

The Outsourcing Tax Department is responsible for the preparation & filing of fiduciary, estate, generation skipping, gift, charitable and tax exempt entity tax returns and informational filings such as 1099 & 5498âs.   This includes the payment of estimated and balance due tax payments to the various Taxing Authorities.  Communicating with tax clients, advising & consulting with operational groups. Responsible for Master Limited Partnership (MLP) and Out of State Municipal Income (OSMI) reporting. Responsible for identifying and processing wash sales, return of capital and other cost basis adjustments. Responsible for the review and establishment of amortization and accretion models.

Trust Operations Supervisor â Primary Function and Duties

Primary Function:

Coordinate, direct and control the operations and activities of the Outsourcing Tax Department. The position will be required to: Meet departmental deadlines in the most cost-effective manner while maintaining quality standards to deliver the best product to the customer; Resolve non-routine problems through direct communication with other departments, client administrators and taxing authorities as necessary; Provide management & clients with necessary reports as required. The position is subject to review by area management relative to performance of its supervisory functions.

Duties:

·         Ensure various tax deadlines are met to avoid penalties

·         Review various tax output documents to ensure accuracy

·         Research Federal and State tax code to verify proper filing of tax returns

·         Develop, implement, and monitor yearly departmental goals and objectives

·         Determine overall employment resources needed in the functional area

·         Responsible for interviewing and hiring Outsourcing Tax personnel in order to meet the needs of the Outsourcing Tax Team due to volume growth, turnover or business need

·         Handle employee disciplinary activities

·         Provide assessment of current functionality within department

·         Conduct annual performance appraisals for staff

·         Administer annual merit increases, career progression and other salary adjustments with staff

·         Responsible for overall procedures and work flow for the Outsourcing Tax area

·         Develop and maintain departmental morale

·         Direct client contact regarding customer issues

·         Develop and monitor departmental quality, quantity and productivity measurements

·         Provide training presentations to staff and other employees

·         Implementation and administration of defined employee career path plan

·         Open communication with other department management to resolve issues, and recommend suggestions for improvements
]]> Fri, 18 Aug 2017 00:00:00 PDT 0 <![CDATA[Tax Manager]]> Tax Manager

Job Description

Our client provides business management, tax and accounting services to a client base consisting of high net worth individuals, families and businesses, typically within the music, entertainment, and sport industries. The Company is comprised of 75+ high level accountants, lawyers and tax professionals based across three main offices

We are currently looking for a Tax Manager to oversee our U.S. tax compliance function.

Position Responsibilities:

Provide tax-related domestic and cross-border planning and compliance assistance to entertainment business-connected individuals and their associated entities
Assist individual clients needing a wide range of tax services, including tax compliance, tax planning and tax advice relating to their business interests, investments and related assets
Prepare and review of Forms 5471, 8865, 8621, 8938 and 8858
Serve as an advisor to high-net-worth individuals, family businesses and executive groups by providing a wide array of professional tax services, including individual and flow-through entity tax planning and compliance; and gift tax, wealth succession, and estate tax planning and compliance
Provide quality, practical tax planning; develop budgets; determine resource requirements; and direct and monitor engagements
Participate in managing the tax department by assisting in forecasting future work, delegating work effectively and resolving staffing issues
Supervise staff and seniors and take an active role in their professional development, review their work products for completeness and accuracy, and prepare work products for client delivery
Participate in client meetings and work within a team environment to provide integrated advisory services to clients

Candidate Requirements:

Bachelor's degree in related field (Accounting, Business Administration, Economics, Finance, Mathematics)
Graduate degree of MST or Tax LLM preferred
Active CPA license, EA license or State Bar License required
Minimum of five yearsâ relevant experience with complex high-net-worth individual, partnership and corporate tax projects with an emphasis on planning and compliance projects with international connections
Two years of recent experience with a public accounting firm is preferred
Fiduciary income tax planning preferred
Excellent interpersonal, analytical and problem-solving ability
Strong written and verbal communication skills with ability to lead client meetings
Strong team, project management and leadership skills
Commitment to ongoing learning in a tax technology environment
Proficient experience with CCH Access, or similar platform
Proficient knowledge of automated tax processing systems and Microsoft Office tools

]]> Fri, 18 Aug 2017 00:00:00 PDT 0 <![CDATA[Tax Manager - International Tax]]> Tax Manager - International Tax Services

We are seeking Manager level candidates to grow our International Tax Services (ITS) practice. ITS provides a wide range of tax consulting and tax compliance services for a full spectrum of middle-market multinational businesses and high net worth individuals.

Key Responsibilities

Assist clients to identify and address complex domestic and international tax issues
Supervise multiple international tax engagements and contribute to the delivery of high quality tax planning services
Build and manage client relationships, and deliver international tax services that exceed client expectations
Retain, develop, and guide client service team members by providing on-the-job training, effective performance feedback and ensuring assigned responsibilities are consistent with skills and developmental goals
Build on technical competence by keeping up to date on international tax trends, developments and technical authorities, and apply this knowledge to complex issues
Identify and assist with development of new business opportunities
Respond to notices from domestic and foreign tax authorities
Direct client contact involving international income tax matters, transactional consulting, tax research, and compliance
Ability to anticipate client questions and is prepared to respond with practical solutions than can be implemented
Apply complex and innovative transfer pricing concepts and economic knowledge to resolve international, corporate tax issues
Coordinating work with other client service departments and industry groups to drive collaboration

Qualifications of ITS Manager Candidates:

Bachelors in business, finance, economics, management or other related fields of study
MBT / MST, JD, LLM or MACC / MPAC is desirable
Must be a CPA or member of a State bar
Minimum of 6 years of work experience in professional services or public accounting firm
Excellent oral and written communications skills
Effective time management skills
Ability to work in fast paced professional services environment

]]> Wed, 16 Aug 2017 00:00:00 PDT 0 <![CDATA[TAX ACCOUNTANT]]> TAX ACCOUNTANT AND ADVISOR

Desired Skills & Experience

Technology oriented, must be able to adapt to a paperless office
Previous experience with Lacerte is a plus.
5+ years of CPA firm tax preparation experience
Comfortable working independently or in a small group.
CPA or E.A. preferred
Excellent communication skills

]]> Fri, 11 Aug 2017 00:00:00 PDT 0 <![CDATA[Corporate Counsel]]> VP Corporate Counsel

Our Legal and Compliance team works with business teams to develop investment management products and business solutions that comply with the numerous legal and regulatory requirements.

Legal and Compliance is responsible for, among other things, overseeing regulatory matters; assisting with product development and structuring; preparing and updating relevant offering materials, shareholder communications and related risk disclosures, negotiating service provider and client contracts; providing ongoing legal advice to the business regarding new and existing products and strategies and establishing legal and compliance policies and procedures that meet applicable regulatory requirements and testing the operative effectiveness of those policies and procedures and conducting training.

Corporate Counsel

We are searching for an attorney to provide advice and support on a variety of legal and regulatory matters arising in the asset management business, with a particular focus on the iShares US exchange traded fund (ETF) business. The candidate must be able to directly manage and coordinate across a wide variety of business and operations teams on regulatory, compliance and business issues and risks associated with the ongoing operations of the funds and the business; development of new products; key business initiatives and other special projects.

Requirements

Requires a J.D. with superior academic credentials from a nationally-recognized law school and four to six years' experience as a lawyer in a major law firm or the legal department of an of an asset manager, investment bank or other leading organization.
Experience in asset management and advising mutual funds, ETFs and/or other collective investment products. Knowledge of the Investment Advisers Act, Investment Company Act of 1940, the Securities Act of 1933 and Securities Exchange Act of 1934 preferred.
Experience in broker-dealer and/or capital markets issues a plus.
Must have strong organizational skills and ability to manage multiple time sensitive matters in a demanding, fast-paced and fluid environment. The candidate must have the ability to coordinate complex projects involving different business groups and to assist the business in implementing solutions across the broad range of products and services.
Having a business and solution-oriented approach to interacting and working with clients is critical for this role.
Exceptional analytical, written and oral communication and relationship-building skills required, as is a proven track record working as a member of a team. The candidate must have a strong ability to solve problems in a practical manner and to communicate complex concepts in an understandable way.
The candidate should also be capable of overseeing work done by external counsel.

]]> Sun, 06 Aug 2017 00:00:00 PDT 0 <![CDATA[Audit Manager]]> Audit Manager

Full service public accounting and advisory firm that delivers innovative advisory, accounting, tax, and specialized services.

Responsibilities

• Responsible for managing all phases of an engagement from planning to issuance of financial statements

• Reviews workpapers, financial statements and other documents, responsible for finalizing all client documents, may prepare more complex audit areas

• Coordinates with the Senior Manager, or Partner on all phases of the engagement, including execution of the engagement letter, communications with the client, staffing requirements, job planning, and scheduling

• Utilize and continue to expand upon technical knowledge of the Dealerships and/or Motorsports industry

• Exercises independent thinking skills by making decisions related to engagements to include assessment of engagement risks, determining which procedures to perform to arrive at a desired level of assurance, and evaluating evidence

• Communicates with Partner on complex and/or important issues

• Evaluates the clientâs system of internal control, and conducts the engagement plan, preparation, and execution

• Promptly brings to the attention of the Senior Manager, or Partner any significant findings or questions that involve accounting principles or financial statement presentation

• Provide mentoring and development to staff on an ongoing basis

• Sound judgment with the ability to make decisions in an effective and efficient manner

• At all times, maintain an executive presence and professional demeanor, reflective of the Firm

Requirements

• 5 - 10 years of experience in audit required

• Strong MS Office skills required

• Knowledge of accounting software systems preferred

• BS in Accounting from an accredited university required

• CPA Certification required

• Prior dealership and/or motorsports auditing services experience highly preferred

• Masters in Accounting preferred

• Ability and willingness to meet travel demands required

• 5 - 10 years of experience in audit required

• Strong MS Office skills required

• Knowledge of accounting software systems preferred

• BS in Accounting from an accredited university required

• CPA Certification required

• Prior dealership and/or motorsports auditing services experience highly preferred

• Masters in Accounting preferred

• Ability and willingness to meet travel demands required
]]> Fri, 04 Aug 2017 00:00:00 PDT 0 <![CDATA[Tax Director - Venture Capital & Private Equity]]> Tax Director - Venture Capital & Private Equity

Job Description

The Investment Management Group provides tax consulting and compliance services to many of the world's largest mutual funds, common trust funds, limited partnerships, hedge funds, pension funds, annuities, trusts and industry service providers.

Position/Program Requirements

Minimum Years of Experience: 8
Minimum Degree Required: Bachelor's degree in Accounting
Certification(s) Required: CPA, Enrolled Agent or Member of the Bar

Knowledge Preferred:

Extensive knowledge of compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds.
Thorough knowledge of structuring of funds and fund management companies to best limit tax liability.
Considerable knowledge of alternate investment strategies and vehicles.

Skills Preferred:

Extensive technical skills, including partnership tax Forms, including K1 and M1.
Thorough experience identifying and addressing client needs: developing and sustaining deep client relationships using networking, negotiation and persuasion skills to identify and sell potential new service opportunities; preparing and presenting complex written and verbal materials; and defining resource requirements, project workflow, budgets, billing and collection.
Thorough experience as a team leader: leading teams to generate a vision, establish direction and motivate members, create an atmosphere of trust, leverage diverse views, coach staff, and encourage improvement and innovation.

]]> Mon, 31 Jul 2017 00:00:00 PDT 0 <![CDATA[M&A Corporate / Transactions Associate]]> M&A Corporate / Transactions Associate

We are looking for an exceptional corporate associate with two to six years of experience in corporate / transactional work in a law firm.

Qualified candidates will handle a wide range of corporate matters including, M&A, capital markets, SEC, start-ups, and commercial work, and also function as outside GC to a variety of corporations, public and private.

The firm provides strong mentorship opportunity and upward trajectory toward partnership.

Candidates MUST have experience as an associate in the corporate department of a law firm and be admitted to the State Bar in California

Required experience:

M&A and corporate / transactional experience: 2 years

Other Information:

All inquiries strictly confidential.
]]> Thu, 20 Jul 2017 00:00:00 PDT 0 <![CDATA[Tax Manager]]> Tax Manager

This position will oversee sales and use and other non-income business tax compliance and will work with the Director, Tax and others to ensure the delivery of high quality compliance and planning.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Review sales and use and other business tax returns and manage and/or implement processes and documentation that will ensure proper compliance with taxing authorities.
Monitor sales and use tax developments that may impact the company and implement changes in the compliance process to accommodate any changes in applicable tax laws.
Manage the monitoring of tax codes, cases, rulings, statutes, etc. that impact the Tax Decision Matrix and other non-income business tax filings.
Monitor and maintain internal controls, reports, and relevant tax accounting.
Assist the Director with tax planning to minimize taxes within legal limits.
Manage examination issues, including research and formulation of responses.
Manage tax refund issues, including research and formulation of responses
Manage special projects.
Manage1-7 Direct Reports
Other duties as assigned.

Other Skills and Abilities:

Ability to meet goals individually and in a teammate environment.
Demonstrated aptitude for management and coordination of multiple simultaneous tasks.
Proven ability to motivate others in order to achieve tasks and goals.
Demonstrated aptitude to effectively handle teammate interpersonal situations.
Proficient in verbal and written communications.
Ability to effectively collaborate with other functional areas to achieve the overall Mission.

Here is what you can expect when you join us:

A "community first, company second" culture based on Core Values that really matter.
Clinical outcomes consistently ranked above the national average.
Award-winning education and training across multiple career paths to help you reach your potential.
Performance-based rewards based on stellar individual and team contributions.
A comprehensive benefits package designed to enhance your health, your financial well-being and your future.
Dedication, above all, to caring for patients suffering from chronic kidney failure across the nation.

Qualifications:

Bachelorâs degree in Accounting, Finance or Business, with emphasis in Accounting.
Minimum of six years of corporate business tax experience.
Prior supervisory or manager experience.
Strong tax research skills.
Significant experience with sales and use tax planning and compliance for a large company.
State and local examination experience.
Prefer experience with Vertex Indirect Tax O Series tax system.
Public accounting experience and CPA highly desired.
Performance and behavior reflect the Mission and Core Values.

]]> Fri, 14 Jul 2017 00:00:00 PDT 0 <![CDATA[Senior Audit Manager]]> Senior Manager - Assurance

Summary:

Under broad supervision performs advanced accounting functions related to assurance specifications and manages a team of lower level associates for the purposes of client service.

Employees in this job class plan, budget and execute engagements, delegate work and complete report products.

This job class requires knowledge of advanced accounting principals of which would be derived from several years of experience as a Senior Associate and the ability to manage a variety of business and operational functions, maintain positive client relations and produce high-quality results for the firm.

Core Responsibilities:

Leading Managing and Holding People Accountable (LMA)
Understand and assist in execution of growth strategies (research calls, pipeline mgmt., COPs, etc.)
Manage the engagement (job) project management, billing / ensures QC (technical) standards
Takes care of the client (meets deadlines, timely communication)
Develops engagement team (prepares seniors to the next level)

Essential Functions:

Exhibit technical proficiency and the management ability to plan, budget for, and manage complete audit and/or client engagements, including preparation of reporting products, in accordance with MGOâs policies, procedures and practices.
Demonstrate a command of project management skills exhibiting the ability to complete and deliver products and services in a timely and efficient manner.
Manage lower level associates, providing timely verbal and written feedback including conducting annual performance evaluations.
Exhibit expertise in assigned areas/departments of the firm.
Demonstrate ability to resolve technical and client service issues and/or problems independently.
Recognize and capitalize on opportunities to provide additional services to clients.
Monitor and manage hourly yields realized on engagement or client billings, pursuing cost savings and raising ideas from others and self.
Prepare billing worksheets as per firm schedule and procedures and communicate with clients to ensure satisfaction and retention.
Communicate effectively (verbal, written, presentation skills) with all levels of associates, HQ personnel, management, partners and clients.
May act as advisor to lower level associates.
Actively participates in professional associations/affiliations.
Assist in firm management/administration functions as assigned by the partners.
Personnel responsibilities such as hiring, termination, promotion, demotion, assignment and performance feedback.

Conditions:

Work is performed in a business office environment with limited privacy and exposure to general office environment noise from others conducting business
Overnight travel is required approximately 10% of time.

Minimum Qualifications:

Minimum of 5 years of experience in public accounting, corporate accounting required with a minimum of 1, but typically 2 +, years of experience as a Senior Associate.
Proven ability to assign work, guide employees and complete projects on time and in budget.
Bachelorâs Degree in accounting OR Bachelorâs Degree plus requisite accounting coursework.
Certified Public Accountant (CPA) License from appropriate state.
Demonstrated ability to communicate effectively both verbally and in writing to direct reports, management at higher levels and clients.
CPA License (active and in good standing) from appropriate state.

]]> Thu, 13 Jul 2017 00:00:00 PDT 0 <![CDATA[Experienced Tax Staff Accountant - Tax Senior ]]> Experienced Tax Staff Accountant - Tax Senior Associate

We are looking for a self-motivated individual to join our team as a Experienced Tax Staff Associate - Tax Senior Associate.

The qualified team member is expected to perform the following:

Work directly with managers and partners on a variety of attest, advisory and tax engagements

Perform accounting work related to audit, review, and compilation engagements independently

Assist management with supervision and training of entry-level staff

Assist clients in drafting financial statements

Perform financial statement analytics and ratio analysis

Provide accounting services to our clients

Prepare entity and individual tax returns

Perform cash flow projections and other business consulting services

Perform research on technical topics independently

This position offers someone who is committed to public accounting excellent opportunities to gain well-rounded experience in industry-specific accounting, client services, and project management.

Compensation will be determined based on experience.

Desired Skills and Experience

We are looking for the following skills and experience in a candidate:

A licensed CPA or CPA candidate who has passed the CPA exam
Accounting experience expected of someone with a minimum of 3 years in public accounting
Solid technical knowledge and research skills
Strong analytical and problem solving skills
Excellent written and verbal communication skills
Proficient in Microsoft Office tools (Word, Excel, etc.)
Working knowledge of accounting software systems, such as CCH Pro-Systems Engagement and Tax, QuickBooks and QuickBooks Online
Proficient at working in a paperless environment
Ability to manage multiple projects in an organized and timely fashion
Attention to detail
Willingness to perform both audit and tax services
Ability to work overtime as needed
Desire to learn, team player
We will require three references who can comment on the candidate's quality of work as well as character.
]]> Wed, 28 Jun 2017 00:00:00 PDT 0 <![CDATA[Portfolio Manager]]> Portfolio Manager

Position Overview

A large and rapidly growing wealth management firm with approximately $2 billion of assets under management is seeking to fill the position of Portfolio Manager within a newly created Registered Investment Advisory (RIA).  The individual filling the role will be responsible for manager search, due?diligence, and selection, including the development of risk management assessments and evaluations.  The individual will also need to be a proactive spokesperson for the portfolio and manager/fund, comfortable in promoting the funds to clients and prospects alike. S/he will assist in the development of appropriate communication tools, including commentaries and informational sheets and will leverage such tools while pitching the funds.

Essential Duties and Responsibilities

Fund Manager & Portfolio Management
- Attribute manager and fund performance and refine ways to minimize underperformance and maximize outperformance relative to return and risk objectives.
- Apply quantitative techniques and models, coupled with specific market knowledge, to manager selection and risk budgeting.
- Executes and documents all manager initial and ongoing due?diligence activities and assessments.
- Proactively contribute to overall portfolio profitability through revenue opportunities and systems and manager selection process enhancements.
- Provide analytical and qualitative support in alpha research, new manager development, and client needs.
- Manage all aspects of portfolios including directed changes, corporate actions, and client activity; ensure that portfolios track within established performance expectations.
- Develops familiarity with various investment related software packages (Bloomberg, Morningstar, etc.) to assist associates and advisors in the appropriate analyses.

Investment Committee
- Actively seeks new opportunities to support Investment Committee members and investment decision making
- Gains and maintains an understanding of the relevant investment directives, procedures, and policies within the construct of the RIA strategies.
- Quantifies, analyzes, and continually manages risk, both at an overall fund and at a manager level.
- Actively participates in and contributes research and perspective to the RIA Investment Committee.
- Demonstrates a positive attitude, flexibility, support, and effective influence / communication skills in interactions with other RIA functional areas and team members.

Client (Advisor) Development and Servicing
- Develops a deep understanding of RIAâs investment strategy and philosophy and delivers that information effectively face?to?face, via conference calls, and through presentations to advisors, end clients, and prospects.
- Develops an overall understanding of RIAâs assigned clientâs investment strategies / products in order to best service the customer.
- Authorized drafter and reviewer of RIAâs communication and marketing pieces related to the managers and portfolios including, but not limited to:
  - Client Pitch Book
  - Manager / Fund Factsheets and Brochures
  - Trade, Market, and Performance Commentaries
- Supports new business developments by participating/presenting in RIA pitches, new advisor / acquisition welcome and onboarding sessions, and broader market update sessions, as needed.
- Supports management and client?facing groups in research and ad?hoc requests.

Skills / Key Competencies Required

Communication
Flexibility / Adaptability
Attention to Detail / Data Organization
Confidentiality / Integrity
Project Planning and Execution

Minimum Qualifications

Bachelor degree in related discipline from an accredited institution.
Certified Financial Analyst (CFA) designation required.
5?10 years of experience in managing and selling portfolios.
Solid understanding of financial data types, management, and analysis.
Ability to employ advanced data handling functions within MS Excel.
Extremely strong verbal and written communication skills, comfort with presenting to advisors.
Ability to travel up to 35% of the time.

]]> Tue, 27 Jun 2017 00:00:00 PDT 0 <![CDATA[Audit Manager- Investment Management]]> Audit Manager - Investment Management

The role of an Audit Manager:

Oversees and executes assigned areas of audit work, providing day to day coaching and guidance to teammates. Executes audit strategy for the sound application of risk based auditing by defining audit scope, audit program, and test procedures. Typically acts as Auditor-in-Charge (AIC). Demonstrates strategic thinking and supports change.

Oversees audit testing to ensure timely execution within quality standards and conformance to audit policies and procedures. Assesses issues for impact to business processes, controls and strategies, recommends severity ratings and escalation of broad themes or trends. Drafts quality and timely audit reports and shares results with business leaders. Manages business partner relationships when conducting specific audits; primary engagement is with line management. Exercises critical thinking and judgment to effectively influence management to improve the control environment. When leading an audit engagement, is responsible for day to day coaching, mentoring, and performance feedback. Fosters an inclusive work environment.

Responsibilities:

Provides expertise, advice and counsel based on advanced business and/or audit experience within wealth management and investment management complex businesses.

Provides leadership for projects and audit activities over portfolio and asset management activities.

Proactively implements audit strategy for the sound application of risk based practices

Exercises judgment and influences the business and peers.

Build and maintain key relationships with stakeholders.

Required Skills:

At least 5 years of asset/investment management experience in audit, the line of business and/or other related control/risk/compliance function experience
Knowledge of asset/investment management services and supporting operations within a wealth management business including portfolio management, portfolio construction, trading, and wealth advisory services
Knowledge of applicable laws and regulatory requirements including banking (OCC 12, CFR 9) and broker/dealer regulations (FINRA, SEC)
Excellent communication skills; Verbal / Written Communication (Executive Summary)

Proficient work paper review skills
Excellent risk assessment skills
In-depth product knowledge
Ability to influence your business partner
Strong project management skills
Strong coach and trainer
Associate performance management
Displays personal courage and makes difficult decisions
Basic Analytical / Automation Skills; Strong understanding of principles
Critical Thinking / Problem Solving

Desired Credentials:

CFA, Certificate in Investment Performance Measurement, Certified Trust and Financial Advisor, CIA, or other investment related certification or licensing, MBA or CPA

]]> Thu, 22 Jun 2017 00:00:00 PDT 0 <![CDATA[VP, Audit - Technology ]]> VP, Audit - Technology
Leading publicly traded investment management firm Role Description The Technology Audit Vice President will be responsible for contributing to enhancement of the audit process which drives value added and impactful assurance over all aspects of the firmâs technology platform, supporting the integrated investment platform â Aladdin and underlying components. This role will play a meaningful part in providing audit assurance and advisory input surrounding the firmâs application technology and related risks and controls. The candidate will report to the Director of Technology Audit. This role will be based in New York. Some travel will be required, approximating 20%, primarily within the United States. Responsibilities The Technology Audit Vice President will play a critical role within the global technology audit team and will be expected to contribute significantly to strategic planning, process innovation, and assurance/advisory project execution of the Global team. Specific responsibilities will include:

Planning, scoping and execution of the technology focused audits, as well as technology control components of business integrated audits.
Leadership and mentoring of junior staff as well as hands-on execution accountability to meet planned audit timelines
Active participation in department-wide strategic initiatives aimed at optimizing technology control activities and processes
Audit planning, ongoing business engagement activities and risk assessments
Identification of key control issues and emerging risks; working with management to ensure timely and effective remediation
Building strong relationships within the audit group, the technology organization management, other business partners
Collaboration with other Corporate risk and control functions to coordinate audit and planning related activities
Providing timely and candid feedback and coaching to staff
Effective management of resources to optimize productivity, meeting training and development needs, and delivering high quality, value-added assurance and advisory services.

Skills/Qualifications

6+ years of strong experience, including leadership, in technology audit or related fields
Hands-on experience with application and business integrated audits and supporting systems including databases, messaging platforms and application server components
Understanding of asset management products and business processes preferable
Hands on technology development experience preferred
Strong project management, organizational skills and presentation skills
Experience managing teams of skilled professionals
Excellent communication, impact and influence and interpersonal skills; strong writing skills, particularly as related to audit reports and management presentations
Undergraduate or graduate degree in computer science, management information systems, engineering or a technology field
BA/BS is required
Professional certifications such as CISA, CISM, CRISC, CISSP, CEH.

]]> Thu, 22 Jun 2017 00:00:00 PDT 0 <![CDATA[Manager, Finance]]> Manager, Finance

The Manager, Management Reporting will lead a team of finance professionals to support the month-end, quarter-end and year-end management reporting process including external reports and attestation to the validity of the results.
The role is accountable to collaborate with others internally and externally (e.g. Finance end-users, other departments in the Chief Accountantâs Group, Corporate Treasury, Capital Markets Finance and Technology & Operations) to resolve issues that cut across functional lines and provide solutions ensuring timely, accurate, efficient and effective service delivery. This includes reviewing and/or personally performing some service delivery, processing activities that are highly complex in nature.
The role ensures proper processes are in place to effectively execute activities in line with accounting and regulatory, enterprise, and Finance standards as well as the Bankâs governance policies. The Manager, Finance will liaise with all levels of management in various areas of the bank and provides management, coaching and development to team members.

Key Accountabilities

Managerial Leadership

Provide managerial leadership to employees, which includes assigning tasks and work, holding regular two-way meetings, setting context, conducting performance evaluations, mentoring, and coaching in order to create and maintain a high-performing team.
Develop and implement training and development plans for employees to ensure employees receive developmental opportunities and the group has the required level of skills and knowledge.
Establish and maintain a culture and work environment that attracts, retains, and motivates the highest calibre of skilled employees.
Display and encourage appropriate high performance behaviours to ensure behaviours in the group are congruent.

Relationship Management

Maintain strong relationships with the Managers and Sr. Managers in Finance (i.e., CAG, Groups, and Corporate), T&O and LOBs to manage and execute the reporting/accounting needs in support of their objectives.
Understand clientsâ immediate reporting needs and assist the LOBs and Groups, when called upon, in the development of strategies they can implement to achieve their goals.
When called upon, work in partnership with LOB and other corporate service areas to assist in optimal structuring and execution of new initiatives and strategies from an accounting, risk and regulatory perspective. Ensure that structures comply with accounting and regulatory rules and guidelines.
Liaise with internal auditors, external auditors and regulators to provide necessary information on arising issues and ensure queries are responded to.
Provide advice and technical expertise, within the scope of assigned tasks, to CAG colleagues, partners/clients, and enterprise initiatives, as required.
Manage and control possible client issues and conflicts to ensure resolution or escalate as necessary.

CAG Reporting Service Delivery

Manage and execute timely, accurate, and efficient service delivery in support of ongoing, daily, month-end, quarter-end, and year-end CAG processes in accordance with appropriate principles and standards.
Execute and coordinate formal segregation of duties between preparation and review of highly complex reporting and month end activities. Includes personally reviewing and/or approving certain items as required.
Manage the preparation of the Flash Sheet, Supplementary Package and Performance Analysis within timetable set by larger reporting group.
Functional Expertise, Advisory & Innovation
Oversee and approve input, analysis, and recommendations for the continuous improvement of processes and procedures with the scope of the work team and participate in the planning and implementation of projects.
Develop and maintain expertise in the team for technical knowledge related to management reporting systems. Keep abreast of related emerging trends and changes.

Continuous Improvement

Recommend and implement continuous improvement and change initiatives on an ongoing basis to operational methods and workflows within the Chief Accountantâs Group.
Implement change management plans to execute continuous improvement and other initiatives in support of strategy.
Foster an environment of continuous improvement of controllership processes and procedures and encourage all employees on the team to identify process improvements/new ideas and adopt best practices.

Risk Management & Control

Recommend and develop standards and processes to ensure consistency in financial entries and reporting where possible.
Be knowledgeable of changing requirements for accounting/regulatory/ risk and manage the changes into the groups and into work processes.
Monitor, review and report on the operation and effectiveness of accounting controls.
Maintain a current knowledge of accounting, regulatory requirements and escalate the potential reporting/accounting/operational impacts and associated accounting issues
Provide support to internal audits, external audits, and regulatory audits by ensuring documentation and information is provided or queries are responded to by the appropriate staff in a timely manner.
Monitor operations collateral management limits and netting of derivatives for capital off-set

Qualifications:
Knowledge & Skills Knowledge:

Post-secondary education in Finance, Accounting, or related discipline.
Attained or actively pursuing an accounting designation preferred.
Minimum 5 - 7 years of relevant experience in the Banking or financial industry.
Advanced knowledge in application of accounting concepts pertinent to Chief Accountantâs Group.
Advanced knowledge in the use of financial software applications, databases, spreadsheets (such as Microsoft Excel) and/or word processing is required.
Knowledge of Financial Group structure and financial information systems is desirable.
Advanced understanding of the groupâs risk and regulatory requirements is required.
In-depth knowledge of the systems and reporting requirements of all financial products in which the Bank transacts.

Skills:

Excellent operational and analytical background.
Strong ability to evaluate processes, identify potential problems and recommend feasible solutions.
Strong ability to communicate and network with others to convey information effectively at senior management level.
Ability to deliver in an environment with competing priorities
Excellent analytical skills; the ability to discern large amounts of data and focus on the critical business issues.
Excellent attention to detail and accuracy.
Strong communication and organizational skills.
Respect for highly confidential information.
Ability to work under pressure and tight timeframes.
Ability to build a collaborative, team environment.
Ability to work independently and efficiently multi-task.

]]> Thu, 22 Jun 2017 00:00:00 PDT 0 <![CDATA[Audit Senior]]> Audit Senior Accountant (Los Angeles)

Position Description:

We are currently seeking qualified candidates for an Audit Senior Accountant with experience in dealing with companies with foreign subsidiaries and revenues over $200 million.

Responsibilities

Utilize academic training in accounting and finance to analyze client information such as balance sheets and income statements, prepare working papers in accordance with applicable engagement standards, and perform audits of internal control over financial reporting, including J-SOX.
Apply a basic understanding of attestation standards and methodologies when executing risk-based audit plans.
Execute the attestation engagement process, ensuring that working papers, other documentation, and deliverables supporting the financial statement are accurate, adequate, and of high quality.
Identify auditing, accounting, and engagement process issues as they arise, apprise engagement executives, and develop solutions where possible.
Communicate effectively and professionally with Japanese-speaking and English-speaking clients both orally and in writing in order to build business relationships with clients.
Assist in day-to-day client matters including responding to and consulting on client questions and requests

Qualifications

To qualify, candidate must have:

An undergraduate or graduate degree in Accounting or a related field.
A CPA license or be qualified to sit for the Uniform CPA Exam.
Business-level proficiency with both written and spoken Japanese and English.
Three years of experience working in a public accounting firm.
Basic technological skills, including facility with Excel and Word.

]]> Tue, 20 Jun 2017 00:00:00 PDT 0 <![CDATA[Tax Manager]]> Job description

We are seeking a Tax Manager! You will be responsible for the effective management of a diverse client base and staff tax preparers to ensure that top quality deliverables are being produced in an efficient and profitable manner.

Responsibilities

Lead a team to ensure that the work is being assigned efficiently and that the team is being optimized and supported.
In addition to managing the team, the role will require document preparation as well as review.
Tax work includes preparation of individual, corporate, and partnership returns in a variety of industries. Complex assignments will involve the managerâs hands-on involvement in the preparation of advanced level returns.
Management of the preparation of income tax projections that involve multiple scenarios and analysis.
Coordination and communication with clients to obtain information essential to delivering tax services.
Serving as a technical resource to staff accountants, other managers and partners in areas in which you have acquired specialized skills
Research projects that require advanced skills and a high degree of professional judgment as to options and risk assessments. Some research projects could require a formal written tax memorandums.
Interact with others to meet client service deadlines.

Qualifications

Strong written and verbal communication skills
6+ years of progressive tax consulting and/or compliance experience in public accounting
Licensed CPA
Strong leadership qualities
Ability to work under pressure

Benefits Include

Industry leading medical, dental, vision and FSA plans
401K with a match, and all expenses of the plan are paid by the firm rather than the employees
New, clean and technologically advanced office environment
Great work life-balance

]]> Tue, 20 Jun 2017 00:00:00 PDT 0 <![CDATA[Business Management Manager]]> Business Management Manager

Business Management Group

Our client is an accounting firm specializing in business management for clients in the entertainment industry. They are seeking a manager to oversee the Business Management department at the firm.

This is a full time position offering excellent benefits.

Responsibilities:

1.       Administer software system (Datafaction/Imaging) for the department

2.       Support technical and procedural operations in a team based environment

3.       Implement procedures and provide training for new personnel and on-going training for staff

4.       Schedule, organize and conduct routine meetings with the department

5.       Drive, direct and participate in special projects

6.       Develop standards and statistics to measure and report performance

Key Result Areas:

1.       Demonstrate leadership, team building, and motivational skills

2.       Identify accounting issues and risks. Manage the resolution process

3.       Maintain a documented system of accounting policies and procedures

4.       Understand, apply and adhere to applicable accounting policies and principals

Skills and Experience:

1.       A minimum of 5 years Operational and Administrative support experience in a team based environment preferably for a Business Management Accounting Firm

2.       Leader who can motivate an accounting team to achieve operational excellence and strategic goals

3.       Solid communication and relationship management skills; ability to develop relationships both internally and externally

4.       Highly organized with the ability to work independently

5.       Flexible and proactive with a high degree of decision-making capacity

6.       Results-oriented; ability to handle multiple, time sensitive projects while maintaining quality work product.

7.       Strong conceptual and analytical skills

8.       Knowledge of Datafaction/Imaging software

9.       Bachelorâs Degree in Accounting or Finance

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Tue, 20 Jun 2017 00:00:00 PDT 0 <![CDATA[Senior Tax Manager]]> Tax Manager/Senior Manager

Job Description

MORE WORK-LIFE BALANCE, IMMENSE GROWTH OPPORTUNITIES, PATH TO PARTNER

THE OPPORTUNITY

Preparation of Corporate, Partnership, Trust, International, Real Estate and Individual tax returns
Conduct online tax research
Accounting work needed for tax returns
Develop and nurture long-term relationships with client senior management
Develop solutions for clients and champion the implementation of ideas
Review and confirm assignment objectives, scope and work plan with client
Identify assignment resource requirements and ensure the most appropriate resources are assigned to specific assignment roles
Anticipate, identify and resolves complex assignment issues
Seek regular client assessment of assignment progress and overall feedback on performance
Work with the partner group to generate leads, contacts and sales
Manage groups to ensure profitability in the short and long term
Support the partner team in identifying and promoting the development of new delivery capabilities and/or channels to satisfy evolving market requirements
Support the partner team in the development and planning of practice unit strategy, objectives, and budgets
Identify and develop new initiatives to increase retention, meet resourcing needs, utilization and people development
Build on strong coaching skills to mentor key talent
Share and transfer knowledge and skills to the team
Engage in ongoing personal development in line with the competency model

DESIRED SKILLS & EXPERIENCE

Bachelorâs Degree in Accounting, Masters in Taxation preferred
5-8 years of tax consulting/ compliance experience in public accounting. Experience with a wide variety of entity types
CPA license required
Strong interpersonal and relationship building skills
Strong selling skills â generating leads, making contacts and securing clients
Strong project management and leadership skills including the ability to successfully coach and mentor talented people
Technical proficiency in tax software applications
Strong research, writing and analytical skills
Excellent verbal and written communication skills
Experience in delivery of quality client service

WHATâS IN IT FOR YOU

Competitive Compensation
Great Health Benefits, Life & Disability Insurance, and 401(k) plan
4-5 weeks of PTO per year, depending on the level
Monthly health and wellness subsidy
Less red tape â we have an environment that supports the entrepreneurial spirit
Fun & challenging culture while still providing work/life balance for our employees
Fast growth, quicker career development and more responsibility earlier in career
Mentors to help you grow both personally and professionally

]]> Mon, 19 Jun 2017 00:00:00 PDT 0 <![CDATA[Federal Income Tax Manager]]> Federal Income Tax Manager

This position will be responsible for managing the quarterly and annual income tax provision processes This position will perform research and prepare technical memoranda relating to ASC 740 topics and general income tax technical issues. This position will also assist in the preparation of the income tax returns and assist in other ad hoc tax projects. ESSENTIAL DUTIES AND RESPONSIBILITIES:

Manage and perform first-level technical review of income tax provision and FIN 48 processes.
Research and prepare conclusions related to income tax accounting (ASC 740) and federal income tax technical issues.
Participate in preparation of federal income tax returns.
Manage and/or assist in ad hoc tax projects as necessary, including (but not limited to) federal, partnership, state, international, controversy, and indirect tax.
Prepare tax reports for executive leadership review.
One direct report
Other duties as assigned.

Here is what you can expect when you join our Village:

A "community first, company second" culture based on Core Values that really matter.
Clinical outcomes consistently ranked above the national average.
Award-winning education and training across multiple career paths to help you reach your potential.
Performance-based rewards based on stellar individual and team contributions.
A comprehensive benefits package designed to enhance your health, your financial well-being and your future.
Dedication, above all, to caring for patients suffering from chronic kidney failure across the nation.

Qualifications:

Demonstrable experience with ASC 740 principles and income tax provision process is required.
Significant experience with federal and multi-state corporate taxation for large companies is required.
Minimum 5+ years of experience in a CPA firm or large corporate tax environment is required.
Post graduate work towards an MS in Tax is preferred.
Experience with Onesource Tax Provision software or other provision software is highly preferred.
Prior international exposure/experience is preferred.
Performance and behavior reflect the Mission and Core Values.

]]> Sat, 17 Jun 2017 00:00:00 PDT 0 <![CDATA[Senior Tax Manager]]> SENIOR TAX MANAGER - PUBLIC ACCOUNTING

Job Description

Are you an experienced tax professional who is interested in working with a great set of clients?

The Senior Tax Manager must be able to demonstrate the ability to effectively communicate directly with clients, and contribute to the development and education of professional staff. The position entails review of entity and individual tax returns in a paperless environment. The firm uses ProFX Tax software.

Location: San Francisco or San Mateo

Top Reasons to Work here

Public accounting firm with a long-standing reputation in the community; you will get to work with a team of highly experienced industry specialists
Culture of promoting from within and opportunities for professional growth
Competitive compensation and benefits
Great work-life balance

Job Requirements

BS/BA degree in Accounting with a minimum of eight years of relevant experience in an accounting practice; CPA and/or JD required
Proficiency in Outlook, Excel, Word required; familiarity with QuickBooks a plus
Strong problem solving and analytical skills
Good written and oral communication skills
Excellent attention to detail producing consistent accuracy
Good project management skills with ability to organize, prioritize and multitask daily tasks, projects, and to work independently

Please email a resume with cover letter specifying your application for “Senior Tax Manager Opportunity”

Applicants must be currently authorized to work in the United States on a full-time, permanent basis
]]> Fri, 16 Jun 2017 00:00:00 PDT 0 <![CDATA[Senior Tax Manager]]> Senior Tax Manager

Job Summary

This role is requires the oversight of multiple client service teams and the proven ability to plan, direct, execute and complete tax projects and compliance efforts across a variety of industries.

Will economically and effeciently manage projects including billing and accounts receivable responsibilities.

Conduct review of federal and state income tax returns for corporate, S corp., partnership and individual clients.

Develop and maintain strong client relationships

Provide innovative tax planning strategies and compliance expertise to clients; perform research and prepare/review technical tax memorandum.

Understand and manage firm risk on tax services performed

A senior manager is a critical member of the local tax office team, providing thought leadership to the partner group while actively developing and mentoring staff and managers.

Manage, develop, and mentor staff/managers on projects and assess performance through formal periodic reviews and informal feedback.

Work closely with partners, managers and staff to integrate efficient standard operating procedures and practice development skills using a team approach to client service.

Perform other job-related responsibilities as necessary.

Qualifications

Bachelor's degree in accounting

At least 8 years experience in public accounting; strong preference for Big 4 or large regional firm experience.

Advanced technical and tax accounting skills in the areas of: corporate, partnership, and individual taxation with a consulting mindset

Proven leadership skills in managing client service teams and multiple projects in a fast-paced and interactive team environment to meet and exceed client expectations.

Ability to mentor and develop tax staff and managers

Exceptional client service and communication skills with a proven ability to develop and maintain outstanding client relationships

Ability to identify value-added opportunities and work in a team environment to develop business

Personal drive to develop self/others and provide leadership insight to the local tax team

CPA required

MST is a plus
]]> Fri, 16 Jun 2017 00:00:00 PDT 0 <![CDATA[Client Services Specialist - Registered Investment Adivsor (RIA)]]> Client Service Specialist - Registered Investments Adviser (RIA)

SUMMARY

We are looking for a Client Service Specialist with up to 3 years experience in a Registered Investments Adviser (RIA) firm environment.

Our client is a full service, boutique investment advisory firm that has built its business to provide a Family Office investment experience to a broader universe of clientele.

As a Registered Investment Adviser (RIA), they provide wealth management and investment services tailored to the unique situations of high net-worth individuals, trusts and family offices.

RESPONSIBILITIES

The CSR will manage the daily 'Client Service' satisfaction for our clients. The CSR is the key person/liaison for onboarding, servicing, tracking, and resolving day to day operational issues with our clients.

They will directly support the service needs as required. You will be working on New Accounts, Account Transfers, Client requests and Money Movement. These areas are required to handle and manage data processing as well as handling of confidential documentation.

Ensure documents are processed and in good order
Responsible for processing new account applications, any money movement requests, and account update requests as well as reviewing client correspondence for our clients
Ensure Documents are saved in correct areas such as Perm Doc Folder in Laser Fische
Maintain New Accounts log in order to keep details of all account opening centralized and organized
Setting up account in Addepar, Junxure, Client Portal, U Drive, Laser Fische
Tic and Tie assets to ensure consistency and completion of Set up
Have basic understanding of Alternative investment process in case assistance is required
Resolve NIGO issue or other discrepancies
Handle large volumes of paperwork in an organized and efficient manner
Maintain a daily workflow in Junxure to ensure our clients request are completed in a timely and efficient manner
A strong eye for detail to complete daily transactions; ensure compliance with internal and industry regulatory requirements
Effectively prioritize work time to ensure productivity standards are achieved
Work as part of a team to deliver exceptional service and provide issue resolution
Listen to client cues and review accounts to engage in a dialogue to identify additional needs and present effective solutions
Deliver client service, positive energy, and problem-solving skills to assist clients in opening their accounts, as well as performing detailed research and follow-up
Receive inbound calls from our clients. Establish clear points of contact for one-stop resolution and for ongoing support and escalations
Demonstrate flexibility and work collaboratively with other team members to deliver high quality service and meet client expectations
Manage multiple tasks effectively by balancing high productivity with excellent service quality
Ad-hoc requests as needed
Maintain clean & locked desk policy

REQUIREMENTS

Up to 3 years working in a Registered Investments Adviser (RIA) company
Bachelors Degree
Strong communications and ability to work in a fast paced environment.

]]> Wed, 14 Jun 2017 00:00:00 PDT 0 <![CDATA[Senior Staff Accountant (A&A)]]> Senior Staff Accountant (A&A)

Daily Expectations

• Responsibility for Accounting/Audit engagements (compilation, review and audit)
as well as related Tax work; be able to work on several jobs at a time, client
communication and relationship
• Responsible for report preparation, including management letters and initial
review of workpapers
• Supervision of staff and assistants, as well as including on the job training

Requirements

• Minimum 3-5 years experience with a public accounting firm
• Certified Public Accountant
• Minimum Bachelors degree in accounting
• Knowledge of basic accounting software such as Quickbooks Desktop(Xero,
Quickbooks Online a plus)
• Excellent communication skills-written and verbal
• Client-focus
• Problem solver/self-starter
• Team player/leader

Preferred Skills
• Knowledge of CCH Engagement
• Lacerte tax preparation software

Environment
• Team environment where you can have input in the direction of firm
• Firm commitment to staff development
• Long-term relationships with clients
• Business casual
• Excellent benefits including profit sharing plan, 401(k) plan, HSA plan, group medical and life insurance, parking
]]> Tue, 13 Jun 2017 00:00:00 PDT 0 <![CDATA[Tax Manager]]> Tax Manager

Seeking an experienced Tax Manager to join our growing and well-established firm in our Irvine, CA office. The position requires a high-energy, experienced tax professional with strong interpersonal and supervisory skills.

Our growing tax practice provides tremendous career opportunities in an environment of the highest ethical standards and professionalism. We are committed to practicing work/life balance and offer extremely competitive salary and benefit packages.

Responsibitities

Interact closely with clients to provide innovative individual and corporate tax planning, consulting and compliance services in a timely and effective manner.
Specialization and experience in both individual and corporate returns and flow through entity tax areas.
Supervise and help drive the success of multiple engagements in corporate and partnership taxation.
Prepare facets of a tax provision including FIN 48 (ASC 740) and/or be responsible for secondary review of client prepared tax provision.
Ensure complete client satisfaction through open communication, managing deadlines and proactively sharing tax saving strategies.
Provide proper representation with taxing authorities for clients under federal or state examination.
Possess strong writing skills for responding to problem resolutions for tax notices.
Work closely with Partners, Principals, Directors, Senior Managers and staff on client management, professional development and business development activities.
Supervise, develop, train and mentor staff including performance and engagement reviews.
Be involved in practice development efforts of the firm.
Provide on the job training to subordinates.
Assist partners with preparation of engagement budgets, client billing and staff performance reviews.
Review staff work product and ensure firm processes and quality control procedures are being executed.
Must have outstanding work ethic, willing to roll up sleeves work attitude.
Attend professional development and continuing educations sessions on a regular basis.

Qualifications

BBA/BS in Accounting.
Masters in Taxation degree or LLM in Taxation a plus.
CPA certification required with 5+ years tax experience.
Strong technical skills pertaining to tax preparation and review, tax compliance, agency correspondence and tax research.
Experience in the individual/fiduciary tax areas is a plus.
Ability to attract and develop profitable, sustainable client relationships.
Flexibility to travel between the Irvine, CA offices and client locations. All candidates must have their own personal vehicle for travel requirements.
Ability to articulately communicate professional technical knowledge.
Effective business advisory skills.
Decisively identify and execute solutions to problems.
Thorough understanding of complex tax issues.
Ability to problem-solve and think both creatively and logically.
A demonstrated ability to self-direct and effectively organize, prioritize and manage multiple engagements and tight deadlines.
Outstanding leadership, mentoring and interpersonal skills foster client and staff relations.
Excellent analytical, organizational, written and verbal communication skills.

]]> Mon, 12 Jun 2017 00:00:00 PDT 0 <![CDATA[Tax Manager]]> Tax Manager

Daily Expectations
• Full responsibility for tax engagements (individual, partnership, corporation,
estate, gift and trust) as well as related accounting work; be able to manage
several jobs at a time as well as perform detail work, if necessary
• Responsible for research
• Supervision of staff and assistants, including on the job training

Requirements
• Minimum 5-10 years experience (3-5 year at supervisor level) with a public
accounting firm (preferably with a local CPA firm rather than Big 4 or national
firm)
• Certified Public Accountant
• Minimum Bachelors degree in accounting
• Excellent communication skills-written and verbal
• Problem solver
• Team player/leader
• Willing to do detail work to get job done

Preferred Skills
• Client Development
• Strong accounting skills
• Experienced with tax preparation software

Environment
• Team environment where you can have input in the direction of firm
• Firm commitment to staff development, technology tools
• Business casual
• Benefits include profit sharing plan, 401(k) plan, HSA plan, group medical and
life insurance, parking
• Partnership potential

]]> Fri, 09 Jun 2017 00:00:00 PDT 0 <![CDATA[Partner, CPA]]> CPA - Partner Track Position

Pleasanton CPA Firm is seeking a high end manager or Sole Proprietor with Public Accounting experience who is looking to transition to the roll of Partner within 2 to 3 years.

Essential Duties and Responsibilities

Applies principles of accounting to analyze financial information and review and prepare financial reports as well as tax returns by performing the following duties:

• Compile and analyze financial information to prepare entries to accounts, such as general ledger accounts, documenting business transactions.

• Analyze financial information detailing assets, liabilities and capital and prepare balance sheet, profit and loss statements and other reports to summarize and interpret current and projected company financial position.

• Prepare and review federal, state and local reports and tax returns.

• Review financial statements prepared by staff.

• Provide professional judgment to respond to and make recommendations for complex client issues.

• Supervise, train, and counsel professional staff to improve their overall performance.

• Work with little supervision from partners.

• Posses effective communication skills.

• Perform tax, audit and appeals representation

• Business Valuation experience

• Estate planning

• Expert witness experience helpful but not necessary

Qualifications

To perform this job successfully, an individual must be able to perform each

essential duty satisfactorily. The duties listed above are representative of the knowledge, skill and/or ability required.

Education and or Experience

Employee must have a bachelors degree from an accredited University, possess a CPA license, and have at least 7 to 10 years experience performing pro-active tax and accounting duties.

• Ability to prepare as well as oversee projects from start to finish;

• Hands on computer skills including QuickBooks, tax program (Lacerte preferred), Engagement Software, Microsoft Office, Adobe Professional, and various other accounting related software;

• Small business consulting skill set;

• Strengths in Tax as well as Accounting & Auditing disciplines;

• Detail oriented with a strong capability of follow-through;

• Research, comprehend, interpret and apply Tax and Accounting & Auditing laws and rules.
]]> Thu, 08 Jun 2017 00:00:00 PDT 0 <![CDATA[Tax Manager]]> Tax Manager

POSITION SUMMARY

The Tax Manager is responsible managing compliance and consulting engagements, including staffing, delivery of high quality work product, client communication and billing.

POSITION DESCRIPTION

Prepares complex tax returns and performs tax research
Responds to tax notices from taxing authorities
reviews tax information supplied by client, will meet with or contact client regarding general or complex tax questions
Recognizes, anticipates and resolves tax issues; makes recommendations.

CANDIDATE REQUIREMENTS

Bachelorâs degree in Accounting, Masters of Tax preferred
Minimum of 5 yearsâ experience in public accounting firm
CPA required
Proficient in corporate, individual and partnership taxation
Previous experience supervising and training staff and seniors preferred
Excellent written and verbal communication and interpersonal skills
Must be highly motivated and experienced in managing multiple client engagements
Ability to organize, multi-task and prioritize accordingly
Proficient with Microsoft Office (Word, Excel, Outlook) and Quickbooks

]]> Thu, 08 Jun 2017 00:00:00 PDT 0 <![CDATA[Senior Accountant, CPA]]> Senior Accountant, CPA

Our client is a Public Accounting firm is seeking a senior level accountant. The ideal candidate must possess a CPA license, have 5+ years experience in public accounting and be able to work independently.

The experienced candidate should have knowledge in all aspects of tax preparation including multi-state, financial statement preparation, audited financial statements, foreign reporting, R & D analysis, deferred tax calculation, payroll tax returns and general ledger.

The ideal candidate should be proficient in all Microsoft applications, Lacerte and various other tax and accounting software. Benefits to include Medical, Dental, Vision, Life Insurance, 401k, Profit sharing plan, dependent care plan and AFLAC insurance choices. Salary commiserates with experience.



Essential Duties and Responsibilities

Applies principles of accounting to analyze financial information and prepare financial reports by performing the following duties:

•       Compiles and analyzes financial information to prepare entries to general ledger accounts, documenting business transactions

•       Analyzes financial information detailing assets, liabilities and capital and prepares balance sheet, profit and loss statements and other reports to summarize and interpret current and projected company financial position

•       Reviews contracts to make recommendations to clients

•       Installs, modifies, documents and coordinates implementation of accounting systems and accounting control procedures

•       Makes recommendations regarding the accounting of reserves, assets and expenditures

•       Conducts studies and submits recommendations for improving the organizations accounting operation

•       Collects appropriate data and prepares federal, state and local reports and tax returns

•       Provides supervision and guidance to accountants and para-professionals

•       Advises supervisors on status of projects and promptly alert them to problems

•       Other duties may be assigned

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The duties listed above are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and or Experience

Employee must have a bachelors degree from an accredited University, possess a CPA license, and have at least 5 years experience performing accounting duties.
]]> Thu, 08 Jun 2017 00:00:00 PDT 0 <![CDATA[Senior Accountant, CPA]]> Senior Accountant, CPA

Our client is a Public Accounting firm is seeking a senior level accountant. The ideal candidate must possess a CPA license, have 5+ years experience in public accounting and be able to work independently.

The experienced candidate should have knowledge in all aspects of tax preparation including multi-state, financial statement preparation, audited financial statements, foreign reporting, R & D analysis, deferred tax calculation, payroll tax returns and general ledger.

The ideal candidate should be proficient in all Microsoft applications, Lacerte and various other tax and accounting software. Benefits to include Medical, Dental, Vision, Life Insurance, 401k, Profit sharing plan, dependent care plan and AFLAC insurance choices. Salary commiserates with experience.



Essential Duties and Responsibilities

Applies principles of accounting to analyze financial information and prepare financial reports by performing the following duties:

•       Compiles and analyzes financial information to prepare entries to general ledger accounts, documenting business transactions

•       Analyzes financial information detailing assets, liabilities and capital and prepares balance sheet, profit and loss statements and other reports to summarize and interpret current and projected company financial position

•       Reviews contracts to make recommendations to clients

•       Installs, modifies, documents and coordinates implementation of accounting systems and accounting control procedures

•       Makes recommendations regarding the accounting of reserves, assets and expenditures

•       Conducts studies and submits recommendations for improving the organizations accounting operation

•       Collects appropriate data and prepares federal, state and local reports and tax returns

•       Provides supervision and guidance to accountants and para-professionals

•       Advises supervisors on status of projects and promptly alert them to problems

•       Other duties may be assigned

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The duties listed above are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and or Experience

Employee must have a bachelors degree from an accredited University, possess a CPA license, and have at least 5 years experience performing accounting duties.
]]> Thu, 08 Jun 2017 00:00:00 PDT 0 <![CDATA[Senior Tax Accountant ]]> Sr. Tax Associate



Job Description

Our client offers financial services to a client base consisting of individuals and businesses within the music, entertainment, and sport industries.

The Company is based across three main offices in London, the Netherlands and Los Angeles with three core departments; Business Management, Accountancy, and Tax.

We are currently looking for a Sr. Tax Associate to assist in managing the organizations tax information and prepare and review tax returns and tax-related correspondence for all clients.

Position Responsibilities include:

-          Prepare and review federal, state, and international tax returns for individuals and businesses;

-          Prepare and review extensions, quarterly estimates, and tax provisions;

-          Prepare and review 1042, 1099, and other informational tax filings:

-          Analyze IRS notices and draft responses;

-          Review client tax returns;

-          Handle federal, state and local tax audits;

-          Perform tax research;

-          Prepare research memoranda, written correspondence/guidance, and other documents for submission to the IRS or other tax authorities;

-          Prepare and advise tax planning;

-          Supervise Jr. tax associate and supervise their work;

-          Assume responsibility for the smooth flow of tax returns and continue to improve procedures and practices;

-          Contribute to the client service team by producing quality work with a quick turnaround and attentive service.

Essential Candidate Requirements

-          Bachelors degree in Accounting, Business, or Finance required

-          Masters degree in Taxation degree preferred

-          CPA designation preferred

-          3-5 years experience at a senior level required

-          International Tax experience preferred

-          Minimum of 2 years in competently reviewing tax returns

-          Knowledge of ProSystems FX software preferred

-          Detail oriented with an ability to multi-task

-          Strong analytical and problem-solving skills

-          High level of organizational skills

-          Excellent communication skills, verbal and written

-          Ability to work well as a team player

-          Proficient knowledge of MS Office Suite, Excel, Access, and Word

Salary: DOE
]]> Mon, 05 Jun 2017 00:00:00 PDT 0 <![CDATA[Business Management Account Manager]]> Business Manager / Account Manager

Our client, a certified public accounting firm, is seeking a full time Business Management Account Manager to join our team. The successful candidate should have at least 3 â 5 years experience working with high net worth individuals in entertainment and their relationships to business.

Responsibilities:

Management high-profile, confidential client information
Excels in interpersonal communications
Strong analytical and organizational abilities
Ability to multi-task

Requirements:

Prior Business Management experience required
Datafaction and Imaging experience required
Full charge bookkeeping
Bank reconciliation
AP processing
1099 processing
Cash receipt and cash disbursement entry
Journal entry posting
Payroll processing
Client bill back processing
Computer skills, including Word, Excel, Outlook and Internet functions

]]> Fri, 02 Jun 2017 00:00:00 PDT 0 <![CDATA[Tax Accountant - Entry Level]]> Tax Accountant - Entry Level
We are a growing CPA/Entertainment Business Management firm with an exciting opportunity for a dynamic Tax CPA.

Our client base includes high net worth individuals and their related companies with a focus on entertainment.

Ideal candidate should have at least 0-1 years of current tax return experience

Responsibilities will include tax preparation (individual, corporation, partnership and fiduciary, etc.)

Other responsibilities include assisting the Senior Manager and Partner with tax projections, research, and various other miscellaneous tax related projects. Candidate must be able to work well as part of a team.

Meeting deadlines is a must, so good time management skills are required.

Candidate's background should include:

Bachelor's Degree in Accounting
Excellent computer skills
Excellent written and verbal communication skills
Knowledge of ProSystem fx -- tax preparation software a plus, Quickbooks a plus.

Our firm offers the right candidate an opportunity unlike any other.

Additionally, we can offer the right candidate the perfect balance of work and quality of life as well as competitive compensation and benefits.

Please provide references, resume and salary requirement.
]]> Sat, 27 May 2017 00:00:00 PDT 0 <![CDATA[Tax Director]]> Tax Director

Fast growing business management firm are looking for a Tax Director

We are looking for a candidate for high level leadership for the tax department, with great communication and mentoring skills.

Technical strengths in high net worth individuals and their subsidiary business, Interest in international tax experience is also required.

]]> Sat, 27 May 2017 00:00:00 PDT 0 <![CDATA[Tax Manager]]> San Francisco-based boutique CPA practice looking for an experienced Accounting Tax Manager with 5+ years of tax experience (audit experience a plus).

The Firm offers a full range of audit, accounting, taxation, advisory, and compliance services for a wide variety of businesses and their owners and serves a broad spectrum of securities funds, private-equity and venture capital firms, real estate firms, and high-net-worth and ultra high-net-worth individuals.

Responsibilities for Tax Manager:

Review complex U.S. and multi-state income tax returns for business entities
Review complex U.S. and multi-state individual income tax returns, gift tax returns and estate tax returns
Prepare and review complex tax planning projections for individuals and business entities
Effectively research and discuss tax and estate planning ideas, income tax matters, and potential tax problems with clients
Manage and monitor client deliverables and due dates
Respond to IRS and state agency audits, inquiries and tax notices
Perform extensive tax research for complex matters and prepare detailed reports, outlining findings and conclusions
Mentor and supervise staff through training, providing guidance and direction
Build trust with clients and foster collaboration and a team environment through open communication, responsiveness, and a commitment to excellent service

Qualifications for Tax Manager:

Bachelor of Science or Master of Science in Accounting or Taxation
CPA license
5+ years of tax experience, including recent experience at the manager-level
Flexible start date
Demonstrated leadership, problem solving, and strong verbal and written communication skills
Ability to prioritize tasks and work on multiple assignments in a fast-paced accounting environment
Ability to work both independently and as part of a team with professionals at all levels

Benefits:

Competitive salary
Insurance (including medical, dental, and vision)
401(k) / profit sharing plan
9 paid holidays a year
Personal Time Off (PTO)
Bonuses for passing the CPA exam
Tuition reimbursements for continuing professional education courses

]]> Sat, 27 May 2017 00:00:00 PDT 0 <![CDATA[Tax Accountant]]> Tax Accountant
We are a growing CPA/Entertainment Business Management firm with an exciting opportunity for a dynamic Tax CPA.

Our client base includes high net worth individuals and their related companies with a focus on entertainment.

Ideal candidate should have at least 2 - 3 years of current tax return experience at a regional Big 4 firm.

Responsibilities will include tax preparation (individual, corporation, partnership and fiduciary, etc.)

Other responsibilities include assisting the Senior Manager and Partner with tax projections, research, and various other miscellaneous tax related projects. Candidate must be able to work well as part of a team.

Meeting deadlines is a must, so good time management skills are required.

Candidate's background should include:

CPA - Licensed
Bachelor's Degree in Accounting, Licensed CPA
2 - 3 years of previous tax return preparation experience at a Big 4 firm
Excellent computer skills
Excellent written and verbal communication skills
Knowledge of ProSystem fx -- tax preparation software a plus, Quickbooks a plus.

Responsible for recording and maintaining financial transactions including accounts payable, cash receipts and journal entries for multiple clients
Bank and Credit Card Reconciliations
Payroll Processing and Preparation of Quarterly Payroll Tax Returns
Preparation of 1099âs, Sales and Use Tax Returns and 571-Lâs
Ability to manage multiple priorities in a fast pace environment
Excellent knowledge of computer software applications including, QuickBooks Online & Excel
Organized and ability to work independently
Minimum of 5 general bookkeeping experience needed, prior CPA firm experience a plus

]]> Wed, 24 May 2017 00:00:00 PDT 0 <![CDATA[Senior Tax Manager]]> Senior Tax Manager

Summary:

Our client is a large regional full service public accounting firm that is consistently ranked as a top 50 firm nationally. They have nearly 10 offices in multiple states

Recently named a BEST PLACE TO WORK nationwide,

They serve a broad range of clients including large national and international companies, public and privately-held businesses, nonprofit organizations and governmental entities.

Our Midland office is currently seeking a friendly, enthusiastic, high-energy individual to join our Firm as a Senior Manager in our Tax department.

Tax Senior Manager

Description

Essential Duties and Responsibilities include the following. Core Competency is the demonstrated ability to carry out the primary responsibilities of the job which should be reflected in the essential duties section of the job description.

Is experienced at performing and can direct research of accounting treatment and complex tax returns. Accounting specialists perform technical reviews of financial statements, and special projects. Accounting services specialists demonstrate the ability to review and research complex GAAP and reporting issues.
Provide feedback on performance to members within the Firmâs reporting process, monitors CPE needs and requests specialized training for staff.
Review documentation prepared/reviewed by Managers, Senior Associates and Associates and provides feedback to enhance learning and complete engagement objectives.
Responsible for assisting and actively participating in the development of departmental training, methodology and tools.
Continue to demonstrate the firmâs billing standards and meet the required billing goals set with your Direct Report Manager.
Regular contribution to firm and service line administrative functions.
Enhance client relationships through strong communication and project management skills; maintains relationships with client throughout the year and identify other service opportunities when possible.
Take lead role in preparing and delivering proposals.
Monitors engagement progress against client expectations.
Develop extensive knowledge in niche area.
Responsible for ensuring engagement staff follow up on open items and issues and that engagement deliverables are completed timely.
Proactively works on Business Development activities including internal and external marketing.
Consistent completion of tax returns, financial statements, and/or special projects.
Leadership role in directing Managers and Senior Associates in engagement planning activities that includes establishing time budgets, ensuring required documentation are completed, designing programs and identifying risks or significant matters that require further discussion with the Engagement Partner or firm specialist.
Plan multiple concurrent client engagements and projects, including scheduling, deploying of resources and exhibits effective project management.
Continually develops, mentors, and trains Associates, Senior Associates, and Managers by actively cultivating an environment that challenges, encourages, and fosters professional and personal growth.
Demonstrates the ability to plan, execute, and deliver work independently with limited or no supervision on large complex engagements.
Supervise up to 15 or more staff on multiple concurrent engagements.
Supervise progress of staff by monitoring benchmarks against engagement objectives; provide performance feedback when needed.
Perform a review of the work prepared by Associates, Senior Associates, and Managers for coverage, completeness, accuracy, and technical proficiency.
Effectively delegate tasks to facilitate professional development and efficient utilization of firm resources.
Demonstrate a comprehensive understanding of tax return and financial statement processes.
Demonstrate the ability to resolve engagement issues, consulting with the Engagement Partner and firm specialists as necessary.
Consistently take ownership of assigned engagement objectives and demonstrate the ability to plan multiple concurrent engagements while maintaining the department staff schedule.
Keep team members apprised of engagement and scheduling issues on a timely basis.
Work with your Direct Report to develop a charge goal, along with a plan to achieve and monitor your monthly and annual goal.
Work with Partner to develop an appropriate plan of professional development, professional reading, and CPE, and take responsibility to ensure that plan is achieved.
Demonstrate a comprehensive understanding of the clientâs operations, accounting systems, financial condition, and the industry in which it operates.
Establish and maintain a good working relationship and demonstrate effective communication with client personnel at appropriate levels.
Maintain appropriate professionalism in client and team interactions.
Responsible for ensuring that deliverables and workpapers produced by team members are clear, concise, well written, and in conformity with firm standards and professional requirements.
Proficient at prioritizing and managing multiple engagements within given timeframes and budget parameters, and strive for adherence.
Adhere to the Firmâs policies and procedures, ACTION philosophy, demonstrate their importance to others, and provide input to management on suggested modifications to Firm policies and procedures as necessary
Be familiar with and adhere to relevant ethical requirements of the AICPA, contained in the Code of Professional Conduct, the Texas State Board of Public Accountancy, and the Texas Society of CPAâs in discharging their professional responsibilities.
Perform other duties as assigned.

Bachelorâs degree in Accounting or related field.
Masters degree in Accounting or related field preferred.

Skills:

Excellent written and oral communications skills.
Team orientation and strong interpersonal skills.
CPA with 8 or more years of experience in public accounting.
Outstanding leadership skills.
Possess technical knowledge sufficient to supervise Staff and Managers in a wide variety of industries and perform the essential duties and responsibilities of the position.
Demonstration of independent thinking and strong decision-making skills.
Proven ability to manage and develop staff.
Strong relationship management and practice development skills.
Experience with a variety of industries and all aspects of federal tax laws. Accounting Service Senior Managers will be experienced with a wide variety of industries and all aspects of GAAP and financial reporting.
Demonstrates a proven ability to attract and service new clients and expand services to existing clients.

]]> Wed, 24 May 2017 00:00:00 PDT 0 <![CDATA[Senior Tax Associate (Bilingual Japanese)]]> Senior Tax Associate (Bilingual Japanese)

About The Opportunity

A professional services firm in Los Angeles is actively seeking an Japanese-speaking Senior Tax Associate for a promising position with their growing staff. In this role, the Bilingual Senior Tax Associate will be responsible for acting as the main client contact for general questions and information and supervising and reviewing the work of Tax Services Associates.

Apply today!

Company Description

The Bilingual Senior Tax Associate will be responsible for:

Utilizing research skills
Applying tax foundational knowledge to understand potential tax issues
Gathering client information necessary for filing
Participating in tax planning
Recognizing and communicating potential risks
Preparing tax accrual workpapers
Working with tax software applications to complete tax returns for review

Required Skills

3+ years of previous Tax experience
Bachelor's Degree in a related field
Bilingual (English and Japanese)
Microsoft Excel proficient
Solid analytical and research skills
Great interpersonal skills
Excellent communication skills (written and verbal)
Strong attention to detail
Highly organized
Able to multitask efficiently and effectively

Desired Skills

Experience with Corporate Taxation, Consolidations, and Partnerships
Prior basic Supervisory experience
Experience preparing and reviewing of Tax Provisions

]]> Tue, 16 May 2017 00:00:00 PDT 0 <![CDATA[Tax Manager]]> A nationally recognized CPA and advisory firm that was the ONLY firm recognized by Accounting Today in 2015 as both a “growth pacesetter” and a “best firm to work for”.

Our professionals help design and implement long-term strategies to preserve and grow our clients' financial resources through tax, accounting, assurance and comprehensive business advisory services.

The Tax Manager in the Family Wealth Services group is responsible for providing tax consulting and compliance services to our clients. This includes delivering income, estate, and gift tax planning strategies to the high net worth market. The client base is primarily comprised of owners of closely held businesses and other high net worth individuals.

Essential Duties and Responsibilities:

Oversee the efforts of client services teams on client engagements â plan, execute, direct, and complete tax projects.
Provide innovative tax planning, consulting, and compliance expertise to clients â design, and implement tax-planning strategies for clients and manage to budget.
Provide tax planning and consulting to our firmâs high net worth clients for estate, gift, and trust taxation, as well as individual income taxes. Interact closely with clientâs advisors such as attorneys and financial asset managers.
Develop a project vision and set challenging personal and client service team goals.
Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end reviews.

Required Skills and Experience:

Bachelorâs degree in Accounting; CPA or JD required.
A minimum of 4 years of progressive tax consulting experience in family wealth planning or a related area in public accounting or consulting.
Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships.
Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment.
Computer expertise including knowledge of tax software and technology.
Strong experience with Individual Taxation (high net worth of $10M +)
Experience in Trust & Estate planning and Family Office services
Experience with family limited partnerships and operating partnerships

]]> Mon, 15 May 2017 00:00:00 PDT 0 <![CDATA[Audit Partner]]> Audit Partner - SEC experience required

Exciting Audit Partner opportunity for a fast growing CPA firm in Orange County, heavy SEC experience required

Job Description:

Execute the day-to-day activities of audit engagements of various clients, including Securities and Exchange Commission (SEC) registrants and private companies
Identify, resolve and communicate accounting and auditing matters
Interact with clients to help ensure the information flow from the client to the audit team is efficient
Supervise audit partners, managers and senior accountants on engagements
Serve as a liaison between clients and Managing Partner
Capable of transferring or developing and administering a $9.0MM to 10.0MM audit book of business managed with 3 other audit partners

REQUIREMENTS:

BA/BS degree from an accredited college/university with CPA designation
5+ years in management experience
15 to 20+ years of current and/or recent audit experience in public accounting and SEC experience
Inspirational and courageous leader
Applied and in depth working knowledge of U.S. Generally Accepted Accounting Principles (GAAP), SOX and accounting procedures
Ability to meet challenging client requirements, deadlines, provide services, and possess strong communication, interpersonal, analytical, and research abilities
Develop staff seniors, managers and partners personnel, execute business plans and run a day to day profitable business, which includes managing collections, developing new business and increasing revenues
Ensuring quality control systems and audit quality
Exceptional organizational, communications and presentations (verbal and written) skills
Ability and willingness to travel

SKILLS:

Microsoft Office Programs (Word, Excel, PowerPoint, Outlook), and Internet Research. Computer skills are required.
Must be proficient in Pfx Prosystem Engagement or other related audit software
]]> Sat, 13 May 2017 00:00:00 PDT 0 <![CDATA[Staff Accountant]]> Staff Accountant

Job description

Growing Bay Area CPA firm with exciting opportunities for professional and career growth.

We forge long term relationships with our clients by blending expert accounting and tax services with strategic planning and consultation. We provide tax, accounting, and business consultation services to closely held businesses, high net worth individuals and nonprofit organizations throughout the greater San Francisco Bay Area.

We have Staff Accountant positions in San Francisco.

We generally require individuals at the Staff Accountant level to have a minimum of one year of experience in a public accounting firm. Staff Accountants are expected to possess strong accounting and analytical skills and will be involved in the preparation of entity and individual income tax returns as well as financial statement audit, review and compilation engagements.

We believe firmly in a multi-discipline approach to staff training -- both tax and accounting -- all of our professionals must be knowledgeable in both areas.

As a Staff Accountant, you will be expected to:

Become proficient in all aspects of preparing corporate, partnership, individual and fiduciary income tax returns, including learning Lacerte (tax processing software), Quickbooks, firm workpaper documentation standards, etc.

Become proficient at all aspects of performing financial statement compilation and review engagements, including learning Caseware (trial balance software), firm workpaper documentation standards, etc.

Progress to assume client contact responsibility for certain tax return engagements

Progress to assume responsibility for financial statement compilation and review engagements and segments of audits under the supervision of more experienced staff members

Learn firm policies and procedures

We are committed to maintaining a relaxed and enjoyable working atmosphere, and we offer competitive salaries, flexible hours and full benefits, including matching 401(k) contributions and a generous "new client bonus" program for employees who provide client leads and referrals.
]]> Wed, 03 May 2017 00:00:00 PDT 0 <![CDATA[Tax Manager, Transfer Pricing]]> Tax Manager, Transfer Pricing

Our tax practice revolves around helping our clients effectively manage their tax obligations proactively and responsibly.

Job Summary:

We are seeking Manager Candidates for our Transfer Pricing practice, which is recognized as a leading innovator in addressing inter-company transaction issues and in the valuation of intangible assets. Managers supervise multiple transfer pricing engagements and to contribute to the delivery of quality tax planning services for our diverse clients.

Key Responsibilities:

Effectively apply complex transfer pricing concepts and economic/financial knowledge to client situations
Provide a fully integrated approach to transfer pricing, prepare documentation, defend transfer pricing in audits, and develop tax planning approaches
Develop and deliver quality transfer pricing and economic ideas with timely and responsive services and work products
Identify transfer pricing opportunities
Prepare documentation, participate in advanced pricing agreements (APAs), defend transfer pricing in audits, lead in the valuation of intangible assets, and develop quality, practical planning services
Manage the work of client service team members. Provide technical guidance to engagement staff and seniors
Develop recommendations and implementation plans for clients and team members

To qualify, candidates must have:

A bachelor's, masters or Ph. D in business, finance, economics, management, policy analysis or allied field (e.g. quantitative methods)
Must have any of the following: US CPA, member of a US State bar, Chartered Financial Analyst (CFA), American Society of Appraiser's Business Valuation Certification or Certified Management Accountant (CMA)
Minimum of 5 years of work experience in professional services or professional tax organization, with specific experience in transfer pricing
Excellent verbal/ written communications skills
Effective time management skills
Ability to work in fast paced professional services environment
]]> Fri, 28 Apr 2017 00:00:00 PDT 0 <![CDATA[Tax Senior Associate, Transfer Pricing]]> Transfer Pricing Senior Associate

Summary

A Transfer Pricing Senior Associate is responsible for utilizing research skills and working with tax software applications to prepare simple tax returns. In this role, the Transfer Pricing Senior Associate will be charged with gathering client information for appropriate tax filings and preparing tax accrual work papers, participating in the tax planning process and recognizing and communicating potential risks.

Qualifications

Education:

- Bachelors degree in Accounting, Economics Finance or other relevant field required
- Advanced degree preferred

Experience:
- More than (2) years of prior work experience required
- At least one (1) year or prior experience working within a transfer pricing practice required
- Prior supervisory experience preferred
- Experience with review of tax provisions from a transfer pricing perspective preferred

Software:
- Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint and Word
- Prior exposure to SP Compustat, Moodyâs RiskCalc, 10-K Wizard, ktMINE, and other financial databases products is preferred

Other Knowledge, Skills Abilities:
- Excellent oral and written communication skills
- Strong analytical and basic research skills
- Solid organizational skills especially ability to meet project deadlines with a focus on details
- Ability to successfully multi-task while working independently or within a group environment
- Capable of working in a deadline-driven environment and handle multiple projects simultaneously
- Capacity to build and maintain strong relationships with client personnel
- Ability to successfully interact with professionals at all levels
- Intermediate understanding of the technical and practical issues and opportunities regarding one or more areas of taxation
- Intermediate knowledge and understanding of general calculations and cause / effect for taxable conditions on clients and the potential tax issues
- Experience working on different types of analysis across a number of industries.
]]> Fri, 28 Apr 2017 00:00:00 PDT 0 <![CDATA[TAS Transactions Advisory Services Managing Director]]> TAS Managing Director

Job Summary

The Transaction Advisory Services (TAS) Managing Director is a leadership role overseeing all aspects of TAS Centers of Excellence to support the overall delivery of the national TAS strategy. The TAS Managing Director will lead new business origination efforts and support multiple client engagement teams while maintaining key client relationships. A qualified candidate should have excellent leadership and technical skills, be results oriented, and have a tenacious work ethic.

Qualifications   Education:

- Bachelorâs degree in Accounting, Business Administration, Finance or equivalent required
- MBA desirable

Experience:

- At least ten(10) years of prior financial statement related professional services experience, of which at least five (5) years has been spent in a dedicated TAS environment, to include complex national and multi-national buy and sell side transactions. Carve-out experience desirable
- Prior experience interacting and working directly with C-level personnel preferred
- Big 4 or other top tier consulting firm experience preferred

License/Certifications:
- CPA, CA, or equivalent required

Software:
- Strong Excel, Word and Powerpoint skills required

Other Knowledge, Skills & Abilities:
- Demonstrated practice leadership and development skills
- Excellent project management and communication skills, as well as a sense of urgency and drive to help the company service its clients
- Demonstrated ability to lead engagements, support/supervise staff and respond to client needs
- Solid knowledge of technical accounting areas such as US GAAP
- Exhibit an executive presence and strong business acumen
- Strong verbal and written communication skills, specifically business writing aptitude
- Proven ability to initiate and maintain solid relationships with all levels of client personnel, as well as utilizing network and industry relationships to identify business development opportunities
- Ability to travel as needed
]]> Tue, 25 Apr 2017 00:00:00 PDT 0 <![CDATA[Bookkeeper]]> Bookkeeper

Business management firm seeks experienced bookkeeper for long-term position. A minimum of 3 years' experience with Datafaction and Imaging is required.

Job duties:

* A/P processing.

* Credit card coding.

* Daily bank deposits.

* Account research to resolve billing discrepancies.

* Monthly bank reconciliations.

* Journal entries.

* Ability to reconcile brokerage accounts.

* Month/Year end Reporting.

* Year end processing/1099 prep.

* Strong knowledge of debit/credit double entry system.

Candidate will be reliable with excellent organizational and communication skills (both orally and in writing).

Strong attention to detail and the ability to prioritize and follow through are requirements of the position.

Compensation DOE.

Please email your resume with salary history.

Job Type: Full-time

Required experience:

Bookkeeping: 3 years
Datafaction: 3 years

]]> Tue, 25 Apr 2017 00:00:00 PDT 0 <![CDATA[Manager, Transaction Advisory Services]]> Manager, Transaction Advisory Services

Job Summary

The Transaction Advisory Services Manager will be responsible for managing financial, accounting and operational due diligence engagements for both strategic and financial buyers throughout the United States.

Qualifications

Education:

- Bachelorâs degree in Accounting, Business Administration, Finance or equivalent required

- MBA preferred

Experience:

- Two (2) to three (3) years of prior TAS experience required
- An additional four (4) to five (5) years of public accounting experience, required, preferably within an audit role
- Prior experience interacting and working directly with C-level personnel preferred

License/Certifications:

- CPA Preferred

Software:

- Proficiency using Microsoft Office Suites, specifically Word, Excel and PowerPoint
- Prior exposure utilizing IDEA is beneficial

Other Knowledge, Skills & Abilities:

- Strong verbal and written communication skills, specifically business writing aptitude
- Ability to interact with and adapt communication style to successfully convey messaging and objectives to all levels of management
- Exhibits executive presence
- Capable of initiating and maintaining solid relationships with all levels of client personnel, as well as utilizing network and industry relationships to identify business development opportunities
- Capable of working in a demanding, deadline-driven environment either independently or within a team dynamic while effectively managing unexpected issues and/or questions in a professional manner
- Ability to analyze large volumes of data to identify potential issues and propose the most appropriate resolutions to benefit the buyer
- Ability to maintain the highly confidential nature of information
- Excellent project management skills with ability to produce quality work project with an attention to detail
- Solid knowledge of technical accounting areas such as US GAAP and SEC reporting
- Knowledge of IFRS desirable
- Ability to travel at least 30% of time

]]> Tue, 25 Apr 2017 00:00:00 PDT 0 <![CDATA[Transaction Advisory Services Senior Manager]]> Transaction Advisory Services Senior Manager

Job Summary

The Transaction Advisory Services Senior Manager will be responsible for managing financial, accounting and operational due diligence engagements for both strategic and financial buyers in the middle market and private equity community.

Qualifications

Education:

- Bachelorâs degree in Accounting, Business Administration, Finance or equivalent required

Experience:

- Five (5) or more years of prior TAS experience required
- Four (4) to five (5) years of public accounting experience, required, preferably within an audit role
- Prior experience interacting and working directly with C-level personnel preferred

License/Certifications:

- CPA (or equivalent) required

Software:

- Proficiency using Microsoft Office Suites, specifically Word, Excel and PowerPoint

Other Knowledge, Skills Abilities:

- Strong verbal and written communication skills, specifically business writing aptitude
- Ability to interact with and adapt communication style to successfully convey messaging and objectives to all levels of management
- Exhibits executive presence
- Capable of initiating and maintaining solid relationships with all levels of client personnel, as well as utilizing network and industry relationships to identify business development opportunities
- Capable of working in a demanding, deadline-driven environment either independently or within a team dynamic while effectively managing unexpected issues and/or questions in a professional manner
- Ability to analyze large volumes of data to identify potential issues and propose the most appropriate resolutions to deal structures
- Ability to maintain the highly confidential nature of information
- Excellent project management skills with ability to produce quality work project with an attention to detail
- Solid knowledge of technical accounting areas such as US GAAP
- Ability to travel at least 40% of time

]]> Tue, 25 Apr 2017 00:00:00 PDT 0 <![CDATA[Business Management Senior Accountant]]> Business Management Senior Accountant

We are a small business management firm based in Santa Monica, CA. We are looking for a Senior Accountant to join our team! You will be responsible for supervising junior staff and preparation of Financial Statements. Must have a bachelorâs degree in accounting or finance and be proficient in QuickBooks and/or Datafaction, with 3-4 years experience. Ideal candidate is someone looking to gain a lot of experience and grow with the firm.

Responsibilities:

Prepare and examine accounting records, financial statements, taxes, and other financial reports
Communication with clients
Develop and analyze reporting for business operations and budgets
Create new processes to improve financial efficiency
Preparation special analytical reports
Prepare data for tax return input

?Qualifications:

Previous experience in accounting or other related fields
Fundamental knowledge of GAAP
Experience with QuickBooks and/or Datafaction
Skilled in Excel
Detail and deadline-oriented
Strong analytical and problem solving skills

Salary will be dependent on qualifications and experience.
]]> Wed, 19 Apr 2017 00:00:00 PDT 0 <![CDATA[Employment Law Associate Attorney]]> Associate Attorney

Employment Law Attorney

Growing employment law firm looking to add a number of talented attorneys to our busy practice.

Our practice represents employees against large corporations in individual lawsuits and class actions in Los Angeles and throughout Southern California.

We have special expertise in representing plaintiffs in sexual harassment, discrimination, retaliation, and wrongful termination claims.

We have a substantial class action practice through which we fight to protect employees' wage and hour rights under California law.

We are currently looking to add a number of attorneys to our committed team.

We have a strong team that is dedicated to providing exceptional legal services to our clients, and we seek to add additional members to this stellar team.

You will need to have a passion for justice and a commitment to excellence in the legal field to be a good fit for this team.

Experience in Employment Law is preferred but not required.

Applicants who will fare best are attorneys with strong academic and employment records who are committed to providing a high quality legal service to employees in employment and labor disputes.

A JD and current good standing with the California State Bar are required.
]]> Wed, 19 Apr 2017 00:00:00 PDT 0 <![CDATA[Internal Audit Professional]]> Internal Audit Professional

Primary Purpose:

Responsible for performing internal audit test work under the guidance of the Internal Audit Division Manager
Reviews credit union operations to determine the status of internal controls, compliance with regulations or established policies or procedures, or sound internal control principles
Documents results in work papers
Assists in preparing reports and makes recommendations for corrective actions
Performs other duties at the direction of the Internal Audit Division Manager

Qualifications/Experience:

At least four years of related experience in Internal Audit and/or Financial Institution
Strong understanding of internal audit standards
Knowledge of corporate governance, internal controls, and the roles of the Board of Directors, management, and policies and procedures.
Basic understanding of financial institution operations and functions
Good public relations abilities
Abilities to work well independently
Ability to operate computer and related computer applications, including Word and Excel

]]> Tue, 18 Apr 2017 00:00:00 PDT 0 <![CDATA[Transaction Advisory Services Senior Manager]]> Senior Manager, Transaction Advisory Services

The Transaction Advisory Services Senior Manager will be responsible for managing financial due diligence engagements for middle market strategic and financial (private equity) acquirers.

Education:

- Bachelorâs degree in Accounting, Business Administration, Finance or equivalent required

Experience:

- Five (5) or more years of prior Transaction Advisory experience required
- Three (3) to four (4) years of public accounting experience, required, preferably within an audit role
- Prior experience interacting and working directly with C-level personnel preferred

License/Certifications:

- CPA or equivalent required

Software:

- Strong proficiency using Microsoft Office Suite, specifically Word, Excel and PowerPoint

Other Knowledge, Skills Abilities:

- Strong verbal and written communication skills, specifically business writing aptitude
- Ability to interact with and adapt communication style to successfully convey messaging and objectives to all levels of management
- Exhibits executive presence
- Capable of initiating and maintaining solid relationships with all levels of client personnel, as well as utilizing network and industry relationships to identify business development opportunities
- Capable of working in a demanding, deadline-driven environment either independently or within a team dynamic while effectively managing unexpected issues and/or questions in a professional manner
- Ability to analyze large volumes of data to identify potential issues and propose the most appropriate resolutions to deal structures
- Ability to maintain the highly confidential nature of information
- Excellent project management skills with ability to produce quality work project with an attention to detail
- Solid knowledge of technical accounting areas such as US GAAP
- Ability to travel
]]> Sun, 16 Apr 2017 00:00:00 PDT 0 <![CDATA[Senior Manager, M&A Tax ]]> Senior Manager Tax M&A

Job description

Our client is looking for a Transaction Advisory Services (TAS) Tax Senior Manager

The Transaction Advisory Services (TAS) Tax Senior Manager is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded, and support the overall delivery of the national TAS Tax strategy.

Qualifications Education

Bachelorâs degree, J.D., LL.M. in Taxation, and/or Masterâs in Taxation (MST) from an accredited college/university require

Experience

Eight (8) or more years of relevant experience, with no less than three (3) years of TAS specific experience required

License/Certifications

CPA License and/or J.D. preferred

Software

Strong Excel, Word and PowerPoint skills preferred

Other Knowledge, Skills & Abilities

Experience managing multiple client engagements an client service teams
Excellent verbal and written communication skills
Ability to articulate complex information when providing crucial negotiation insights, etc.
Must be technically competent across multiple US federal, international and state income tax disciplines
Fundamental working knowledge of all or essentially all non-income based federal, state and foreign tax regimes, including but not limited to indirect, payroll, property and ad valorem taxes
Understanding of US GAAP, including the accounting for income tax principles
Experience with tax controversy and procedure
Ability and willingness to travel, when necessar

]]> Sun, 16 Apr 2017 00:00:00 PDT 0 <![CDATA[Senior Manager, M&A Tax]]> Senior Manager Tax M&A

Job description

Our client is looking for a Transaction Advisory Services (TAS) Tax Senior Manager

The Transaction Advisory Services (TAS) Tax Senior Manager is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded, and support the overall delivery of the national TAS Tax strategy.

Qualifications Education

Bachelorâs degree, J.D., LL.M. in Taxation, and/or Masterâs in Taxation (MST) from an accredited college/university require

Experience

Eight (8) or more years of relevant experience, with no less than three (3) years of TAS specific experience required

License/Certifications

CPA License and/or J.D.

Software

Strong Excel, Word and PowerPoint skills preferred

Other Knowledge, Skills & Abilities

Experience managing multiple client engagements an client service teams
Excellent verbal and written communication skills
Ability to articulate complex information when providing crucial negotiation insights, etc.
Must be technically competent across multiple US federal, international and state income tax disciplines
Fundamental working knowledge of all or essentially all non-income based federal, state and foreign tax regimes, including but not limited to indirect, payroll, property and ad valorem taxes
Understanding of US GAAP, including the accounting for income tax principles
Experience with tax controversy and procedure
Ability and willingness to travel, when necessary

]]> Sun, 16 Apr 2017 00:00:00 PDT 0 <![CDATA[Controller]]> Summary:

The Controller is responsible for the Companyâs accounting functions and associated controls helping manage general accounting, accounts payable and the daily cash needs.

The Company has been a premier designer, manufacturer and distributor of Medical scrubs and uniforms since its inception.

Recent growth has been in the 10%-12% range with continued similar growth expected.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

Manage and develop the accounting staff including those employees in general accounting and accounts payable.
Manage audits- year-end review, sales taxes, workers compensation, etc.
Ensure that reporting periods are all closed and completed in a timely manner.
Assist with budgets, variance reporting and other financial and analytical reports.
Interface with vendor and customer community to ensure prompt resolution of any issues.
Manage the continued development of system processes and procedures.
Optimize the treasury function through multiple banking relationships including Canadian bank accounts, while managing cash balances and payments.
Actively working with all cross functional teams to meet challenges in policies and procedures to meet the recent and expected continued growth of Company.
Manage staff by coaching and counseling allowing staff to improve and grow professionally.
Diverse responsibilities in a fast paced environment, requiring strong organization and communications skills (written and verbal), and ability to multi-task are critical attributes.

Competency:

To perform the job successfully, the individual should demonstrate the ability to work with diverse cultural backgrounds, teams and contribute to building a positive team spirit; works with integrity and ethically, promoting a harassment-free environment while approaching others in a tactful manner.

Individual should possess strong organizational skills. Ability to work under pressure, and manage multiple tasks simultaneously. Ability to meet deadlines with individuals/departments involved and have strong GAAP accounting and Excel skills. Individual must be highly self-motivated and self-disciplined with ability to work effectively with little or no supervision.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education/Experience:

Minimum of 7 â 10 years of managerial experience in finance and accounting for import distribution and manufacturing companies, experience in the apparel industry a plus.
Public accounting experience and Bachelorâs degree in Accounting or Business Administration are pluses, but practical accounting experience is essential.
Strong experience with ERP solutions, ideally having experience with Full Circle software and Quickbooks (used to account for an affiliated non-profit foundation).
Minimum knowledge of high-intermediate Excel (pivot tables, v-look ups, etc) and ERP software
Strong leadership skills to attract, retain and develop high caliber staff to build a strong accounting organization for a company dedicated to continued growth and success.
Personal characteristics that will align with this position include:
- Creative, intelligent, energetic, decisive, possessing drive and initiative, maturity, flexibility, patience, persistence, excellent communication skills with abilities to work closely with staff and other departmental managers, and have unquestioned values of honesty and integrity.

Language Ability:

Must have English as primary language of business. Ability to speak Spanish a plus. Ability to read and interpret documents such as safety rules, operating and procedure manuals a must. Must posses the ability to speak effectively. Ability to write routine reports and correspondence.



Computer Skills:

To perform this job successfully, an individual should have excellent technical skills, proficient in the use of MS Office with high intermediate Excel, and Outlook experience.   Must be able to use calculators, familiar with databases and bank accounts.

Supervisory Responsibilities:

This manager is responsible for the accounting staff of approximately six including accounts payable and general accounting.

]]> Tue, 04 Apr 2017 00:00:00 PDT 0 <![CDATA[Audit Senior - Alternative Investments / Funds]]> Audit Senior:
Description

Our client serves a broad range of clients including large national and international companies, public and privately-held businesses, nonprofit organizations and governmental entities. In addition to traditional assurance and tax services,

They also provide numerous advisory services, including risk advisory; transaction advisory; IT advisory; forensic accounting; litigation support; international; property tax; state and local tax; and wealth management services.

Summary:

Performs in-charge responsibilities as assigned on larger and more complex engagements and helps with any other duties necessary to complete an engagement.

Essential Duties and Responsibilities include the following.

Core Competency is the demonstrated ability to carry out the primary responsibilities of the job which should be reflected in the essential duties section of the job description.

Demonstrate a thorough understanding of technical accounting literature within the GAAP and SEC hierarchies and is able to research issues and provide management with relevant information, technical guidance and conclusions on non-routine, complex issues.
Demonstrate an understanding of generally accepted auditing standards and common audit procedures and techniques for complex financial statement areas.
Become involved in billing responsibilities and client management.
Become involved in firm and service line administrative duties as requested.
Develop extensive knowledge in niche area.
Consistently demonstrate initiative and sense of responsibility in ensuring follow through of open items and issues through completion.
Develop and enhance client relationships through strong communication and project management skills.
Effectively execute audit plan in all financial statement areas
Research complex accounting treatment for issues on audit engagements, propose solutions and consult with more experienced staff as necessary.
Prioritize and manage multiple assignments of varying sizes and complexity within given timeframe and budget.
Execute engagement planning activities which include gathering information for time budgets,, coordinating all planning activities on engagements with the supervision and guidance from more experienced staff, and designing a risk based audit approach.
Assist and mentor Senior I Associates and Associates, actively cultivating an environment that challenges, encourages, and fosters learning.
Demonstrate the ability to plan, perform, and deliver work independently with limited supervision on engagements.
Supervise staff on multiple concurrent engagements.
Monitor and supervise progress of Associates and Senior Iâs in all engagement phases; provide performance feedback when needed.
Demonstrate an understanding of the elements of financial statements and the inter-relationship between statements; Experienced in preparation of financial statements and related note disclosures.
Effectively delegate tasks to facilitate professional development and efficient utilization of firm resources.
Demonstrate an advanced understanding of the financial statement preparation process.
Work closely with all experienced team members to identify and resolve issues encountered in completing engagement objectives through effective and timely communication.
Consistently take ownership of assigned engagements and demonstrate the ability to plan multiple concurrent engagements and effectively see engagements through to completion.
Keep supervisors apprised of engagement and scheduling issues on a timely basis.
Work with direct report manager to develop an appropriate plan of professional development, professional reading, and CPE, and take responsibility to ensure that plan is executed.
Demonstrate an advanced understanding of the clientâs operations and accounting system, financial condition, and the industry in which it operates.
Establish and maintain a good working relationship and demonstrate effective communication with client personnel at appropriate levels.
Maintain appropriate professionalism in client and team interactions.
Submit work papers for review that are complete, well organized, and timely.
Responsible for reviewing workpapers and ensuring that deliverables and workpapers produced by team members are clear, concise, and comply with firm standards Actively participate in developing project budgets and deliver assignments on time and within budget.
Adhere to the Firmâs policies and procedures, ACTION philosophy, demonstrate their importance to others, and provide input to management on suggested modifications to Firm policies and procedures as necessary.
Be familiar with and adhere to relevant ethical requirements of the AICPA, contained in the Code of Professional Conduct, the Texas State Board of Public Accountancy, and the Texas Society of CPAâs in discharging their professional responsibilities.
Perform other duties as assigned.

Education:

Bachelorâs degree in Accounting or related field.
Masters degree in Accounting or related field is preferred.

Skills:

Thorough understanding of GAAP and GAAS.
Proficient with Microsoft Excel, Word, Outlook.
Excellent written and verbal communication skills.
Team orientation and strong interpersonal skills.
Strong project management skills.
Sufficient technical skills to perform the essential duties and responsibilities of this position.
CPA candidate required, CPA strongly preferred.
2 â 4 + years or more of public accounting experience, industry, or a combination of public accounting and industry experience, or its equivalent.
Experience supervising 2-6 or more individuals.
Thorough understanding of common audit procedures and techniques.
Demonstrate independent thinking and strong decision-making skills.
Experience with a variety of industries and types of audits (SEC, government, non-profit, etc.) preferred.

]]> Tue, 04 Apr 2017 00:00:00 PDT 0 <![CDATA[Tax Senior - Financial Services]]> Description

Our client serves a broad range of clients including large national and international companies, public and privately-held businesses, nonprofit organizations and governmental entities. In addition to traditional assurance and tax services,

They also provide numerous advisory services, including risk advisory; transaction advisory; IT advisory; forensic accounting; litigation support; international; property tax; state and local tax; and wealth management services.

Job description

Provide tax compliance and advisory services for investment partnerships and related management entities
Work as part of a multi-disciplinary team helping to provide financial service knowledge and experience
Build and manage client relationships
Manage teams of tax professionals and assistants working on client projects
Advise clients and be responsible for delivering high quality tax service and advice
Participate in and contribute to market and business activities external to the firm

Desired Skills and Experience

Two years of investment partnership tax experience, including preparation of allocation schedules, Schedules K-1, Forms 1065 and related other related schedules
Working knowledge of alternative investment vehicles and structures, including hedge funds, private equity funds and mutual funds.
Basic understanding of the tax implications associated with financial products
Bachelor's degree, J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) from an accredited college/university
Excellent verbal and written communications skills and ability to articulate complex information
Ability to handle multiple engagements and client service teams

]]> Tue, 04 Apr 2017 00:00:00 PDT 0 <![CDATA[Senior Accountant]]> Job Description

Our client is a diversified wholesaler with investments in multiple apparel brands in the action sport industry, is looking for a Senior Accountant with extensive Full Circle experience to join the Finance team. The role is responsible for monthly closings (including journal entries) and the must fully understand the accounting for the sales/receivables and purchasing/payables cycles. The ideal candidate should have an accounting / finance education and a minimum of 3 years of relevant work experience.

Responsibilities:

• Sales Order Analysis and invoice processing
• Payables Processing
• Reconciliation of factor receivables and credit card deposits.
• Monthly closing entries including prepaids and accruals
• Assist with the development of budgets and analysis of budget variances.
• Prepare and analyze Sales Commission reports and communicate with reps
• Monitor and review expense reports
• Record-keeping and reconciliation of balance sheet accounts
• Initial review of monthly income statement
• Allocate expenses across appropriate departments

Job Requirements

Education and Experience:

• Accounting / Finance degree
• At least two years of relevant work experience

Qualifications:

• Extensive experience with Full Circle ERP
• Intermediate Microsoft Office skills
• Attention to detail
• Ability to multitask
• Excellent communication skills
• Passion to learn and accept responsibility
]]> Sat, 01 Apr 2017 00:00:00 PDT 0 <![CDATA[Senior Internal Auditor]]> Overview

Our client has grown from a single medical practice to a trusted health solutions partner with more than 10,000 employees and a presence in 50 states. Through our family of companies, we provide:

physician services spanning the continuum of patient care
revenue cycle management solutions
performance improvement consulting

We invite you to grow with us and help shape the future of health care.

The Senior Auditor will be responsible for supervising teams who perform operational, financial and compliance risk-based audits throughout the company in order to ensure risks are properly mitigated so that the company can achieve its objectives. Additional responsibilities include ensuring the company is complying with the Sarbanes-Oxley Act of 2002.
Qualifications
•5+ years of experience in internal or external auditing.
•Working knowledge of GAAP, GAAS, COSO Framework, PCAOB Standards and internal auditing principles.
•Ability to successfully work with all levels of management including external auditors and business unit leaders.
•Proficient user of Excel, Word, PowerPoint and flowcharting software (e.g. Visio).
•Bachelorâs Degree in Accounting, Finance or related field.
•Certified Public Accountant, Certified Internal Auditor or Certified Information Systems Auditor preferred.
•Healthcare experience preferred.
•Able to travel less than 10% of the time.

Responsibilities

•Effectively oversee the completion of all phases of the audit process for assigned audits and special projects.

•Actively participate in system development and conversion projects to ensure internal control objectives are considered and met.

•Perform operational, financial, compliance and other risk-based audits as prescribed by the audit plan to evaluate processes to ensure effective and efficient risk management practices.

•Cultivate and maintain ongoing dialogue with management to continuously monitor risks and identify opportunities to perform audits.
•Assist in the annual testing and internal control assessments required by the Sarbanes-Oxley Act of 2002.
•Demonstrate strong analytical, communication and interpersonal skills.
•Prepare and present appropriate written findings to management and executive management on a regular basis.
•Consult with the Company's external auditors and provide assistance as needed during the financial and internal control audit processes.
•Perform other duties as assigned or requested.
]]> Wed, 29 Mar 2017 00:00:00 PDT 0 <![CDATA[Manager, Transaction Advisory Services]]> Manager, Transaction Advisory Services (TAS)

Job Summary

The Transaction Advisory Services Manager will be responsible for managing financial, accounting and operational due diligence engagements for both strategic and financial buyers throughout the United States.

Education:

Bachelorâs degree in Accounting, Business Administration, Finance or equivalent required

Experience:

One (1) year experience as a Manager
Two (2) to three (3) years of prior TAS experience required
An additional four (4) to five (5) years of public accounting experience, required, preferably within an audit role
Prior experience interacting and working directly with C-level personnel preferred

License/Certifications:

CPA (or equivalent) Preferred

Software:

Proficiency using Microsoft Office Suites, specifically Word, Excel and PowerPoint
Prior exposure utilizing IDEA is beneficial

Other Knowledge, Skills & Abilities:

Strong verbal and written communication skills, specifically business writing aptitude
Ability to interact with and adapt communication style to successfully convey messaging and objectives to all levels of management
Exhibits executive presence
Capable of initiating and maintaining solid relationships with all levels of client personnel, as well as utilizing network and industry relationships to identify business development opportunities
Capable of working in a demanding, deadline-driven environment either independently or within a team dynamic while effectively managing unexpected issues and/or questions in a professional manner
Ability to analyze large volumes of data to identify potential issues and propose the most appropriate resolutions to benefit the buyer
Ability to maintain the highly confidential nature of information
Excellent project management skills with ability to produce quality work project with an attention to detail
Solid knowledge of technical accounting areas such as US GAAP and SEC reporting
Knowledge of IFRS desirable
Ability to travel at least 30% of time

]]> Wed, 29 Mar 2017 00:00:00 PDT 0 <![CDATA[Manager, Transaction Advisory Services]]> Manager, Transaction Advisory Services (TAS)

Job Summary

The Transaction Advisory Services Manager will be responsible for managing financial, accounting and operational due diligence engagements for both strategic and financial buyers throughout the United States.

Education:

Bachelorâs degree in Accounting, Business Administration, Finance or equivalent required

Experience:

One (1) year experience as a Manager
Two (2) to three (3) years of prior TAS experience required
An additional four (4) to five (5) years of public accounting experience, required, preferably within an audit role
Prior experience interacting and working directly with C-level personnel preferred

License/Certifications:

CPA (or equivalent) Preferred

Software:

Proficiency using Microsoft Office Suites, specifically Word, Excel and PowerPoint
Prior exposure utilizing IDEA is beneficial

Other Knowledge, Skills & Abilities:

Strong verbal and written communication skills, specifically business writing aptitude
Ability to interact with and adapt communication style to successfully convey messaging and objectives to all levels of management
Exhibits executive presence
Capable of initiating and maintaining solid relationships with all levels of client personnel, as well as utilizing network and industry relationships to identify business development opportunities
Capable of working in a demanding, deadline-driven environment either independently or within a team dynamic while effectively managing unexpected issues and/or questions in a professional manner
Ability to analyze large volumes of data to identify potential issues and propose the most appropriate resolutions to benefit the buyer
Ability to maintain the highly confidential nature of information
Excellent project management skills with ability to produce quality work project with an attention to detail
Solid knowledge of technical accounting areas such as US GAAP and SEC reporting
Knowledge of IFRS desirable
Ability to travel at least 30% of time

]]> Wed, 29 Mar 2017 00:00:00 PDT 0 <![CDATA[M&A Senior Tax Manager or Managing Director]]> M&A Tax Senior Manager or M&A Managing Director
San Francisco, CA, US

Job description

The Transaction Advisory Services (TAS) Tax Senior Manager is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS strategy. Our M&A Tax TAS practice services include deal structuring, due diligence, post-deal integration, tax attribute management, and opinions and ruling requests.

Qualifications Qualifications Education

Bachelorâs degree, J.D., LL.M. in Taxation, and/or Masterâs in Taxation (MST) from an accredited college/university required

Experience

Seven (7) or more years of relevant experience required
At least one (1) year of TAS specific experience preferred

License/Certifications

CPA License and/or J.D. preferred

Software

Strong Excel, Word and PowerPoint skills preferred

Other Knowledge, Skills & Abilities

Experience managing multiple client engagements and client service teams
Excellent verbal and written communication skills
Ability to articulate complex information when providing crucial negotiation insights, etc.
Strong self-motivation with the ability to work in a dynamic, time-sensitive environment with varying deliverables and changing requirements
Must be technically competent across multiple US federal, international and state income tax disciplines
Fundamental working knowledge of all or essentially all non-income based federal, state and foreign tax regimes, including but not limited to indirect, payroll, property and ad valorem taxes
Understanding of US GAAP, including the accounting for income tax principles
Experience with tax controversy and procedure
Ability and willingness to travel, when necessary

]]> Tue, 28 Mar 2017 00:00:00 PDT 0 <![CDATA[Audit Senior]]> Senior Audit Associate

Summary:

Under limited supervision performs intermediate to advanced accounting functions related to assurance specifications. Employees in this job class perform as a lead by assigning work and providing guidance to lower level associates. This job class requires knowledge of intermediate accounting principals of which would be derived from several years of experience as an Experienced Associate and the ability to assign work, manage progress and meet deadlines.

Core Responsibilities:

Leading Managing and Holding People Accountable (LMA)
Learn and begin applying growth process (participates in assigned RC, pipeline support, COPs, etc.)
Supervise the engagement (job) and ensures QC (technical) standards
Takes care of the client (meets deadlines, timely communication)
Develops engagement team (prepares staff to the next level)

Essential Functions:

Understand and be able to explain the reasons behind the firmâs policies, procedures and practices and project management techniques.
Possess technical knowledge sufficient to supervise lower level associates and lead engagements, including: coordinate work flow with client; resolve intermediate to advanced audit, accounting and client service issues; review work papers and other products produced by lower level associates; and keep engagement progressing as planned and budgeted.
Prepare time budgets on engagements.
Demonstrate ability to assist in the planning of audit or client engagements.
Audit complex areas such as debt, derivatives and/or unusual transactions.
Report day-to-day work to engagement or client manager.
Ensure all work papers are complete, consistent, and contain procedures performed, evidence obtained, and conclusions reached.
Prepare draft financial statements.
Acquire skills (and/or refine) necessary to develop quality client relationships.
Identify key issues facing clients and discuss possible solutions to increase quality and efficiency.
Demonstrate complete command of all firm software.
Develop a command of GAAP, GAAS, GAGAS** and any other common audit techniques.
Exhibit strong communications skills (verbal; written; presentation) with lower level associates, management/partners, and clients.
Provide timely performance and behavior feedback to lower level associates via verbal discussions and/or engagement evaluations.

Nonessential Functions:

· Performs other duties as assigned

Conditions:

Overnight travel is required approximately 10% of time.

Minimum Qualifications:

Minimum of 2, but typically 3 +, years of experience in public accounting, corporate accounting required.
Bachelorâs Degree in accounting OR Bachelorâs Degree plus requisite accounting coursework.
Certified Public Accountant (CPA) License from appropriate state.
Ability to be flexible in changing work priorities and handle numerous projects at the same time.
Ability to act in a responsive manner to client inquires and requests; escalate the more difficult issues as necessary.
Proven ability to communicate effectively both verbally and in writing.
CPA License (active and in good standing) from appropriate state.

]]> Mon, 27 Mar 2017 00:00:00 PDT 0 <![CDATA[Tax Accounting Manager - International]]> International Tax Manager

Position Summary

Join our Tax team and you will help support clients maximize their opportunities. We have a career opportunity for an International Tax Manager to join their dynamic team.

Required Skills

Position Responsibilities

As a Tax Manager, you will use your experience in accounting and taxation to provide tax compliance and consulting services to multinational clients on the tax implications of their international operations. You will identify complex tax issues and provide tax analysis and recommendations for these clients and their affiliates. Additionally your responsibilities will include:

Work with current and prospective multinational clients to develop international tax structures
Participate in brainstorming and other technical sessions intended to understand a client or prospective client's international tax position
Research and prepare materials for projects related to tax planning considerations
Keep current with tax practices and changes in the tax law having a direct impact on our current and prospective clients
Market international tax services to existing and potential clients
Provide and review written and oral advice to clients serving a range of industries
Mentor and supervise tax professionals serving as Associates and Senior Associates

Required Qualifications

A CPA is required
Undergraduate degree in Accounting. Masters in Tax is preferred
A minimum of 7 years of relevant Tax experience in international tax compliance and/or consulting
Proven success in a leadership role managing high level clients
Strong communication, presentation, project management, and business development skills
Strong self-motivation with the ability to work in a dynamic, time-sensitive environment with varying deliverables and changing requirements
The successful candidate must be willing and able to travel, when necessary
Recent public accounting experience preferred
Prior experience with some or all of the following international tax planning areas: Outbound transactions and Subpart F, Inbound Transactions, Check the Box, Tax Treaty Issues, Repatriation, Foreign Tax Credit Planning, Global Cash Utilization and Accounting for Income Taxes and transfer pricing;

]]> Mon, 20 Mar 2017 00:00:00 PDT 0 <![CDATA[Audit Senior]]>

Description

Our client is looking for dynamic and collaborative Senior Audit Associates to join our team. We recognize the senior position is a pivotal role to our client engagement teams while also being the daily point of contact for our clients. We strive to keep an innovative and creative environment, allowing our employees to flourish and advance in their careers.

Desired Skills & Experience:

Bachelorâs Degree in Accounting or related field

Minimum 2 years of experience in public accounting or equivalent

Analytical and problem solving skills

Ability to identify and resolve technical or client service issues

Exhibit strong project management skills

Mentor, train and manage staff

Ability to communicate effectively both verbally and in writing

]]> Sun, 19 Mar 2017 00:00:00 PDT 0 <![CDATA[Audit Senior]]>

Description

Our client is looking for dynamic and collaborative Senior Audit Associates to join our team. We recognize the senior position is a pivotal role to our client engagement teams while also being the daily point of contact for our clients. We strive to keep an innovative and creative environment, allowing our employees to flourish and advance in their careers.

Desired Skills & Experience:

Bachelorâs Degree in Accounting or related field

Minimum 2 years of experience in public accounting or equivalent

Analytical and problem solving skills

Ability to identify and resolve technical or client service issues

Exhibit strong project management skills

Mentor, train and manage staff

Ability to communicate effectively both verbally and in writing

]]> Sun, 19 Mar 2017 00:00:00 PDT 0 <![CDATA[Audit Senior]]> Assurance Sacramento, California

Description

Our client is looking for dynamic and collaborative Senior Audit Associates to join our team. We recognize the senior position is a pivotal role to our client engagement teams while also being the daily point of contact for our clients. We strive to keep an innovative and creative environment, allowing our employees to flourish and advance in their careers.

Desired Skills & Experience:

Bachelorâs Degree in Accounting or related field

Minimum 2 years of experience in public accounting or equivalent

Analytical and problem solving skills

Ability to identify and resolve technical or client service issues

Exhibit strong project management skills

Mentor, train and manage staff

Ability to communicate effectively both verbally and in writing

]]> Sun, 19 Mar 2017 00:00:00 PDT 0 <![CDATA[Tax Associate]]> Our client is a global Law firm with an opportunity in their Los Angeles office

We are seeking a tax associate with 3-6 years of experience in complex business transactions.

Experience with nonprofits and tax-exempt organizations is required.

Excellent academic credentials, analytical skills, and verbal and written communication skills required.

They offer a collegial environment and an excellent opportunity to continue to develop strong skills and grow with a national firm and one of the countryâs premier tax-exempt organizations practices.

The practice includes nonprofit formations, mergers and acquisitions, executive compensation, international activities and affiliations, unrelated business taxable income, joint ventures, program-related investments, political activities and lobbying, audits and tax controversies, tax return review, tax-exempt bonds, and dissolutions.

They provide comprehensive training for our associates through our mentoring programs, industry credentialing, and hands-on learning by working side-by-side with our partners.

They build leading professionals by supporting speaking engagements and publishing opportunities.

They are also is an influential leader in diversity.

The firm has been recognized for seven consecutive years in the Human Rights Campaignâs Corporate Equality Index.

We invite you to discover why they are recognized worldwide for its innovation.
]]> Fri, 24 Feb 2017 00:00:00 PST 0 <![CDATA[Director of Sales Finance]]> Director of Sales Finance

The Director of Sales Finance will provide financial leadership and operational support to a fast growing global sales organization.

This is a high visibility role and expected to be the Subject Matter Expert for all related Sales areas and responsible for managing and coordinating all aspects of company-wide Sales financial planning, KPIs, analysis and management reporting cycle for monthly close, monthly forecast, annual budget process, strategic planning process, Board of Directors and Annual Operating Plan presentations, and the internal analysis of the companyâs financial performance.

Responsibilities:

Lead and develop financial models, reporting packages, forecasting and planning activities related to sales operations and driving top line performance
Develop deep relationships with CRO and sales operations to support and analyze pipeline, coverage, conversion, sales incentive plans and marketing programs
Prepare weekly/monthly/quarterly reports for management and the Board of Directors which will include financials, key metrics, leading indicators and business performance analysis
Lead planning and forecast processes for sales finance; includes Annual Operation Planning, variance analysis against plan and prior year, as well as monthly forecasting and Risk & Opportunity identification
Provide leadership, reporting and analysis into sales headcount, productivity, commissions, bonus and partner fees
Responsible for regular reporting on bookings by segment, pricing and discounts, renewals, pipeline, pacing, achievement, KPI dashboard, CAC, LTV and other ROI analysis
Lead FP&A finance integration efforts to understand and analyze Sales, Marketing, Customer Ops and Product Management dependencies
Drive forecast accuracy, predictability in results and adherence to high standards of controllership
Identify areas of financial risk and opportunity
Proactively identify, design and implement enhancements to existing planning processes and systems

Qualifications:

At least 8+ years of finance experience, including working with operations teams
Related experience in sales operations and finance in a tech industry, ideally SaaS or software, is ideal
Ability to effectively communicate and present information: one on one, small groups, functional leaders, executive management, clients, and other employees of the organization
Strong knowledge of financial planning and forecasting, financial and management reporting, process and systems and business process best practices.
Must be comfortable working in a high pace environment, be able to multi-task, and have a hands on attitude.
Must be able to excel in a flexible, fast pace work environment and meet deadlines

Required:

Experience with Salesforce.com is ideal
Advanced Microsoft Excel and PowerPoint skills required. Experience with manipulating large amounts of data as well as the ability to quickly learn new systems/tools
Strong analytical skills, high level attention to detail, a self-starter with “can do” mentality
Experience with other SaaS based tools a plus Adaptive Planning, NetSuite and Zuora
Must have experience working with publicly traded companies, preferably technology companies
BA/BS degree in finance, accounting or related field required; MBA or advanced business degree a plus

]]> Fri, 24 Feb 2017 00:00:00 PST 0 <![CDATA[Junior Accountant]]> Qualifications

- Accounting degree or specific training

- Strong familiarity with Quickbooks, Freshbooks, Xero or some other similar accounting platform

- Past experience creating and issuing invoices

- Strong customer service and communication skills (e.g. comfortable speaking on the phone with clients)

- Excellent knowledge of excel and powerpoint

- Exposure / experience with financial planning and analysis

- Organized and process oriented

- Self-starter

- Professional and ethical

- Hard working

- Team player

- Excited for start-up atmosphere

- Connection to mental health and wellness space a plus

- Considering all levels of experience

- Reports to the CFO

- Great communications (Collections)

- 3-4 years of experience

- Payroll
]]> Tue, 21 Feb 2017 00:00:00 PST 0 <![CDATA[Senior Manager M&A Transaction Services]]> Senior Manager, M&A Transaction Services

Description

Our big 4 client is one of leading professional services firms, providing assurance & advisory, tax, consulting and financial advisory services

In addition to challenging and meaningful work with clients, youâll have the chance to customize aspects of your career path, your educational opportunities and your benefits.

Weâll also give you the right tools to learn new skills and explore new opportunities? whether in a different service area, industry, across the country, or even across the globe.

We take care of our people. We understand they are our greatest asset and so weâll do whatever it takes to help them grow, learn and feel part of a diverse and inclusive environment.

As a member of our Financial Advisory team, youâll help small start-ups to massive multinationals face financial issues with informed confidence. Using your deep technical skills and leveraging our global network of experts, youâll provide financial advice to companies in every industry, and in every situation. The result? Our clients will be better placed to take control and receive the best solutions to their complex challenges.

A career in M&A (Mergers and Acquisitions) Transaction Services will offer you the opportunity to:

Work in a fast growing and challenging environment with like-minded people who are eminent in their respective technical field
Develop solutions through debate and discussion, in our teams and with clients
Continue your professional development to reinforce and expand your chosen career path
Work with high profile clients on a variety of transaction and advisory engagements

We are looking for a Manager or a Senior Manager with M&A due diligence and project management experience to lead financial due diligence and related activities. In addition, candidates will be expected to leverage technical and organizational skills to coordinate and manage full service diligence teams, liaising and building relationships with financial advisors, investments banks, legal advisors, corporate lenders, investors and other stakeholders on an agreed scope of work. As our clients seek to grow their businesses, our M&A Transaction Services team provide expertise in performing due diligence on targets and assisting in its integration strategy.

As a member of our M&A Transaction Services team within Financial Advisory, you will help strategic buyers and private equity firms by conducting financial due diligence and providing strategic advisory in the context of the transactions. Using your skills and leveraging our global network of experts, you will provide insight to companies in every industry, and in every situation. The result? Our clients will be better positioned to leverage the opportunities in the marketplace and achieve their strategic objectives.

Qualifications

As a Manager or a Senior Manager within our M&A Transaction Services group you will:

Collaborate with a diverse team of talented financial and business advisors;
Cultivate relationships with clients and colleagues;
Become a relied upon member of a high-performing team of professionals;
Leverage your industry and technical knowledge to coordinating multi-disciplinary deal-teams and execute on world class client service;
Employ a structured approach to project management to ensure complete client satisfaction and project profitability;
Leverage and further expand your expertise in transaction services and industry specialization through challenging and high profile deal-flow;
Develop solutions and recommendations on normalized EBITDA, deal price, working capital adjustments, earn-outs, acquisition synergies;
Develop recommendations and commentary on sale and purchase agreements by leveraging due diligence findings;
Comment and participate on post transaction integration planning and processes;
Manage / work with due diligence team members across all functions;
Enjoy an open and inclusive workplace that values contribution to practice growth and development from employees of all experience levels.

A professional accounting designation (CA, CPA);
Minimum 5 years of relevant experience in audit, accounting, and transaction services, namely financial due diligence and/or with a clear grasp of the M&A lifecycle;
Superior verbal and written communication skills, in both English and French is essential;
Very strong in Excel and good working knowledge of PowerPoint;
Able to advise clients on M & A and good business acumen;
Strong report writing and project management skills;
Ability to quickly develop an understanding of the target business, its industry and its key drivers;
Strong interpersonal skills and commitment to professional and client service excellence;
Demonstrated track record of delivering high quality work;
Canadian travel required (up to 20%) and occasional international travel. Candidates must be able to enter the USA on client work assignments;
Desire to develop business / expand practice / become an industry expert is a key asset.

Exhibit technical proficiency and the management ability to plan, budget for, and manage complete tax and/or client engagements, including preparation of reporting products, in accordance with policies, procedures and practices.
Demonstrate a command of project management skills exhibiting the ability to complete and deliver products and services in a timely and efficient manner.
Manage lower level associates, providing timely verbal and written feedback including conducting annual performance evaluations.
Exhibit expertise in assigned areas/departments of the firm.
Demonstrate ability to resolve technical and client service issues and/or problems independently.
Recognize and capitalize on opportunities to provide additional services to clients.
Monitor and manage hourly yields realized on engagement or client billings, pursuing cost savings and raising ideas from others and self.
Prepare billing worksheets as per firm schedule and procedures and communicate with clients to ensure satisfaction and retention.
Communicate effectively (verbal, written, presentation skills) with all levels of associates, HQ personnel, management, partners and clients.
May act as advisor to lower level associates.
Actively participates in professional associations/affiliations.
Assist in firm management/administration functions as assigned by the partners.
Personnel responsibilities such as hiring, termination, promotion, demotion, assignment and performance feedback

MINIMUM QUALIFICATIONS:

Minimum of 6 years of experience in public accounting, corporate accounting and/or tax accounting required with a minimum of 1, but typically 2 +, years of experience as a Manager.
Bachelorâs Degree in accounting OR Bachelorâs Degree plus requisite accounting coursework.
Certified Public Accountant (CPA) License from appropriate state.
Demonstrated ability to communicate effectively both verbally and in writing to direct reports, management at higher levels and clients.
Master of Science in Tax preferred.

CERTIFICATES or LICENSES REQUIRED:

CPA License (active and in good standing) from appropriate state.
Active state driverâs license and proof of adequate automobile insurance.

]]> Wed, 01 Feb 2017 00:00:00 PST 0 <![CDATA[Senior Tax Accountant - Corporate ASC 740 Experience]]> Tax Senior

One of the nationâs top accounting firms, and one of Southern Californiaâs largest, fastest growing full service CPA firm seeks a Senior Tax Associate with 3-5 years tax experience.

Individual must be a technically savvy, “sleeves-up” person with excellent writing and interpersonal skills.

We are a work hard, play hard environment. We offer excellent compensation packages consisting of top-of the market salaries and benefits including, but not limited to, medical, dental, vision, and disability insurance, paid personal time off, and continuing education.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Sat, 28 Jan 2017 00:00:00 PST 0 <![CDATA[Tax Manager - Corporate ASC 740 Experience]]> Corporate Tax Manager (ASC 740 Experience)

One of the nationâs top accounting firms, and one of Southern Californiaâs largest, fastest growing full service CPA firm seeks a Corporate Tax Manager (ASC 740 Experience) with 5+ years tax experience for our LA office.

Individual must be a technically savvy, “sleeves-up” person with excellent writing and interpersonal skills.

We are a work hard, play hard environment. We offer excellent compensation packages consisting of top-of the market salaries and benefits including, but not limited to, medical, dental, vision, and disability insurance, paid personal time off, and continuing education.

Qualifications:

Bachelorâs degree in Accounting or related field required; Master of Tax preferred
Minimum 4 years of experience in a public accounting firm or related experience
CPA required
ASC 740 expertise
Proficient in corporate taxation; individual and partnership a plus
Previous experience supervising and training Staff and Seniors preferred
Excellent written and verbal communication and interpersonal skills
Strong organizational techniques are required
Must be highly motivated and experienced in managing multiple client engagements
Must begin to attain visibility and recognition within their industry specialization
Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Sat, 28 Jan 2017 00:00:00 PST 0 <![CDATA[Senior Tax Manager - Real Estate]]> Tax Senior Manager (Real Estate & Partnerships)

Job Description

The Senior Tax Manager is responsible for reviewing and/or preparing all U.S. federal and state tax returns and related schedules and reports.

Responsibilities:

Develops effective teams and serves as a role model for direct reports.
Coaches/ counsels effectively to build effective leadership throughout the organization.
Reviews domestic tax returns and related schedules.
Performs review and/or preparation of quarterly and annual domestic tax provisions.
Reviews and/or prepares responses to tax notices.

Required Skills

Bachelorâs Degree in Accounting, Finance, or Economics required
Masters in Taxation Degree or CPA certification preferred
Minimum 10 years of Real Estate Partnership tax experience in public accounting

Required Experience

Advanced knowledge in Tax Compliance software ProSystems fx and CCH Practice Mgm required
Excellent planning and organizational skills
Time Management skills
Strong staff development and appraisal skills
Excellent communication skill, both written and verbal
Ability to interact effectively at all levels
Strong customer, quality and results orientation
Ability to be an effective member of project teams

]]> Thu, 12 Jan 2017 00:00:00 PST 0 <![CDATA[Experienced Tax Accountant]]> Local CPA firm, located in San Jose, California, is actively seeking a highly motivated CPA. Broad knowledge and hands on experience with tax preparation, planning, and accounting is necessary.

Responsibilities can include:

·       Prepare and review Federal and State individual, corporate, partnership, trust, exempt organization, and estate tax returns

·       Perform and review compilations of small to mid-size businesses

·       Manage client engagements

·       Tax planning and research

·       Assist in tax controversy matters, including government audits

·       Understand and track tax deadlines and maintain client tax compliance

·       Review client payroll and sales tax returns as needed

·       Perform additional duties and projects as requested by clients and management

Qualifications:

·        3+ years recent tax preparation experience

·       Able to work independently and in a team

·       Good client service skills

·       Ability to multitask and prioritize a number of client accounts

·       Strong written and oral communications skills

·       Proficient in QuickBooks and Microsoft Office Suite (Excel, etc.)

·       Experience with Thomson CS Professional Suite (Ultra Tax, FileCabinet, etc.) and PPC Checkpoint a plus

Compensation will be commensurate with experience. Benefits include health insurance, 401(k) Plan, paid holidays and personal-time-off.
]]> Wed, 04 Jan 2017 00:00:00 PST 0 <![CDATA[AUDIT SENIOR - SUPERVISOR - MANAGER]]> AUDIT SENIOR - SUPERVISOR - MANAGER

The ideal candidate will have:

3 â 6 years of experience in public accounting
Active CPA license
Effective communication skills, written and oral, to work directly with associates of all levels
Ability to manage multiple tasks and prioritize work in an efficient manner
Ability to assist in various attestation engagements including audits and reviews
Experience with preparation of financial statements and related disclosures
Ability to identify issues, conduct research and offer resolutions
Experience with CCH products, Microsoft Office and Adobe

]]> Wed, 04 Jan 2017 00:00:00 PST 0 <![CDATA[Controller]]> Controller

Our client is a high growth SAAS company based in Los Angeles

We are looking for a top-notch Head of Finance to help us grow from hundreds of world-class customers to thousands and beyond.

We are seeking a hands-on Head of Finance who has mastered the process of guiding a company with 30 employees scaling to the next level along the growth curve.

Youâve been in this environment before â the pace, workload, and expectations are far beyond anything youâve ever experienced before. Everyone is intense, focused, and shares a common vision for the future. Youâre willing to make that investment for the sense of accomplishment, and future pay day. You realize the value of stock options in a fast-growing company.

Our ideal candidate has SaaS experience and comes from software businesses undergoing rapid growth and change. The growth here is exponential. Youâve faced tough challenges of working with a board of directors, raising capital, international complexity, and building the financial, accounting, and administrative infrastructure that allows a company to grow 5X in a short period of time. You are hands-on enough to require no help but a book-keeper, yet you have the judgment to have successfully navigated complex negotiations with investors before. Your attention to detail is impeccable.

Look out a year from today. Over the last year, youâve improved internal financial reporting and the quality of reporting to the Board of Directors. Youâve established systems, processes, and rigor around analysis, decision making, and forecasting. Youâve improved cash flow and increased the accuracy of forecasts. Youâve restructured the debt and improved working capital. Youâve analyzed the profitability of each of our market segments and been an integral part of our prioritization of markets to target. Youâve helped price new products âwe launch 2-3 releases a week and are thus an integral part of our product development process. Youâve assembled an outstanding team here in the US and in our foreign offices. Youâve guided the management team through removing costs, and improving efficiency. You have anticipated financial issues before they occur and alerted management to how to avoid them.

If you would like to OWN this story as your own, send us a copy of your resume, along with a half page write-up of your most significant accomplishments in guiding a software/SaaS company through start-up to the next phase of growth and maturity

Other Information:
Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview or apply directly on our website at http://jobs.regalexecutivesearch.com/

]]> Mon, 02 Jan 2017 00:00:00 PST 0 <![CDATA[Tax Accounting Manager]]> Qualifications

Minimum 7 years current CPA firm experience.
Must have Estate and Trust background.
Must be proficient in Word, Excel, PPC and have strong computer skills such as CCH Engagement or Caseware.
Must be able to communicate well at all levels and have management experience.
Be sure to look into our excellent Benefits and feel free to check back at this site or send us an email as opportunities may arise in the near future.
Be sure to look into our excellent Benefits and feel free to check back at this site or send us an email
as opportunities may arise in the near future.
You are welcome to fax, send or e-mail
your resume at any time.

]]> Fri, 09 Dec 2016 00:00:00 PST 0 <![CDATA[Audit Senior - Non Profit]]> Senior Auditor

We are an established CPA firm looking for a senior staff auditor.

The senior staff auditor will work on engagements that cross multiple industries inclusive of for-profit and not-for-profit companies.

As a member of our firm you:

Significantly contribute to the growth of the firm,
Achieve a great work/life balance,
Have minimal travel, as our clients are based locally in the Bay Area,
Enjoy flexible working hours,
Have minimal overtime,
Receive competitive compensation and benefits which include paid time off, health and dental benefits and 401(k) plan with safe harbor contributions,
Receive paid continued education courses.

To join our firm as a senior staff auditor, we expect you will have:

Obtained your CPA license,
Excellent communication skills,
Strong computer skills in Excel, Word and Outlook,
Be a team player with a great attitude,
Familiar with QuickBooks,
You can effectively prioritize and manage multiple tasks,
Not be shy to ask for help,
Having three years of work experience in the public accounting.

As a senior staff auditor, you will:

Oversee the performance and completion of audit, review and compilation engagements,
Perform special assignments,
Develop positive relationships with our client personnel,
Communicate and manage client matters and be able to manage your time.

Candidates interested in being considered for this position should submit a cover letter and professional resume.

Required experience:

Public Accounting: 3 years

Required license or certification:

]]> Sat, 03 Dec 2016 00:00:00 PST 0 <![CDATA[Audit Senior]]> Audit Senior

A upbeat and curious minset is ideal for this role.

Continous learning and client serving approach is a must. The ability to quickly uncover issues and solve problems makes this opportunity fun!

Performing Audits for publicly traded and privately held companies in the Orange County and surrounding areas.
Lead client audit engagements, which include planning executing, directing, and completing financial audits.
Begin to develop generally accepted accounting principles and SEC accounting and reporting rules, where applicable, and financial statement presentation.
Obtain a thorough understanding of PCAOB and generally accepted auditing standards and common audit procedures and techniques.
Supervise, train and mentor associates and interns on audit process.
Research and analyze financial statement and audit related issues.
Acquire a working knowledge of the clientâs business.
Proactively interact with key clientâs management to gather information, resolve problems, and make recommendations for business and process improvements.
Perform other job related duties as necessary

Required education:

Bachelor's

Required experience:

2 years

]]> Sat, 03 Dec 2016 00:00:00 PST 0 <![CDATA[Senior Tax Accountant - Remote]]> Remote Tax Senior Accountant

Our client is looking for remote Senior Tax Accountant that can full time in the busy season and a flexible part time schedule during the rest of the year.

We view each professional staff as someone very important and expend lots of resources to integrate them and have them be successful and in a career that is rewarding.

We are a a small boutique firm that works with some very complex tax issues for almost all of our clients. The culture of the firm has a very strong focus on developing and mentoring young Remote Tax Senior Accountant

For a CPA firm or any firm, the work life balance here is really good. The average workweek is 40 to 45 hours. 55 to 65 during busy season.

Three words that describe the culture here?

Professionally Challenging, Team Environment, Flexible

Give one real life story to back this up.

What are the must-have requirements for the open position?

Eligible to sit for CPA, licensed CPA or Enrolled Agent. Having accounting and audit experience is a plus.

Responsibilities for Remote Tax Senior Accountant:

1.   Manage tax compliance for various entities
2.   Ensure and maintain proper documentation
3.   Maintain professional relationship with peers and clients
4.   Develop and train staff
5.   Research and consults on various tax projects
6.   Respond to inquiries from the IRS and other taxing authorities
7.   Research tax matters
8.   Other projects as assigned

Qualifications for a Remote Tax Senior Accountant:

1.   Bachelor's degree with a major in Accounting, Business Administration, Finance, General Business or Management from an accredited college/university required
2.   Minimum of three years of tax preparation/review experience in a public accounting firm required
3.   Two to three years of project management in a supervisory role preferred
4.   MST and CPA preferred
5.   Strong written and verbal communication and interpersonal skills
6.   Able to work effectively both as part of a team and independently
7.   Experience with CCH Prosystem fx software preferred
8.   Highly motivated and interested in taking the initiative for personal growth and development
9.   Able to handle multiple priorities, tasks and simultaneous projects
10.   Enjoys working in a small environment
11.   Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)
]]> Wed, 30 Nov 2016 00:00:00 PST 0 <![CDATA[Senior Tax Accountant 0 SALT]]> Tax Senior Associate (SALT)

Job Description:

The State and Local Tax (SALT) Associate works with clients to evaluate their state and local tax burden, recommending solutions that support their overall business objectives and provide support so that their filling positions are consistent with good business practices and with the states' applicable tax laws and rules

Requirements:

Minimum 3 Years of Experience
Bachelor's degree in Accounting

Required:

CPA or commitment to pass CPA exam and secure the CPA license.
Must have a large knowledge of a variety of state and local tax laws, including multi-state income tax planning, compliance, preparing returns, income tax accounting, controversies, restructuring, due diligence and audit defense.

Skills:

Accomplished technical skills, including FAS 109, MS Excel modeling, unitary filing, apportionment methodologies, tax base rules, tax research, compliance and consulting as it relates to multi-state jurisdictions.
Demonstrated experience identifying and addressing client needs: actively participating in client discussions and meetings; communicating a broad range of Firm services; managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues.
Demonstrated experience as a team leader: creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues.

Oversee multiple client engagements in a wide variety of industries with the ability to manage and effectively deliver product and meet assigned budget.
Prepare and review financial statements and notes and internal control observations and recommendations.

Maintain open communication with clients to meet expectations, ensure satisfaction, and direct change efforts efficiently.

Manage and consult service client base to make recommendations on Company and procedural improvement. Perform as a business advisor to client.

Fully comprehend and administer firm risk on audits and proposals.
Manage, develop, train, and mentor staff on projects and assess performance for semi-annual and annual performance reviews. Administer subordinateâs production of hours (chargeability and non-chargeability). Effectively delegate work to staff members.
Actively participate in recruiting talent to the firm.
Attend professional development, networking events and training seminars on a regular basis.

REQUIRED SKILLS AND EXPERIENCE:

Bachelorâs degree in accounting
Active CPA license required
Minimum of 8 years of accounting & audit experience in a small to medium public accounting firm.
Excellent analytical, technical, and auditing skills including proficiency in US GAAP, GAAS, and GAGAS rules and standards.
Strong Research skills
Solid organizational skills with a demonstrated ability to multi-task
Ability to work additional hours as needed and travel to various client sites.

ADDITIONAL INFORMATION:

Travel Percentage: 40%
]]> Fri, 18 Nov 2016 00:00:00 PST 0 <![CDATA[Financial Solutions Advisor]]> Financial Solutions Advisor

Position Description

The primary role of the Financial Center Financial Solutions Advisor (FSA) is to deepen banking and investment relationships with Mass Affluent customers. Located in Financial Centers with a concentration of Mass Affluent customers, the FSA will act as the primary point of contact for Mass Affluent customers, although will not have a “book of business.” Walk-in customers will be directed to the FSA who will provide end to end comprehensive advice and customized solutions to help customers achieve their financial goals.

Customer reviews/presentations will include a review of investment goals and prepare presentations that recommend products such as stocks, bonds, mutual funds, annuities, banking, and managed money solutions. The FSA will transact point of fulfillment investment and banking business for clients with less than $250k in investable assets. In addition, the FSA will engage in daily relationship calling to pre-selected customers inviting them into the Financial Center for a customer review.

The FSA should have experience in investment, banking and lending products to bridge banking and brokerage solutions. The FSA will build and maintain effective partnerships with internal business partners including other Financial Center teammates, Small Business Bankers, Mortgage Loan Officers, Financial Advisors, in Consumer Banking Services (CBS) and Merrill Edge Advisory Center (MEAC). The FSA will directly report to a Regional Sales Manager on the Preferred Banking & Investments team and work closely with specialist partners to drive referrals.

This position may be subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. If your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

Primary Responsibilities

• Assess customer goals by conducting financial opportunity sessions with new or existing banking

clients. Leverage business knowledge to determine prudent and appropriate strategy to meet

clientâs needs by recommending financial solutions for Mass Affluent clients.

• Build strategic partnership with Financial Center as a valued team member. Refer clients with an investment need and more than $250K in investable assets to a local Merrill Lynch Wealth Advisory Complex or US Trust office. Refer to other appropriate business channel(s) (i.e. Small Business, Home Loans) as needed

• Demonstrate strong awareness of enterprise-wide opportunities to serve our customers.

• Pro-actively build relationships with potential and existing clients to meet business objectives.

• Comply with all applicable banking and investment laws, regulations, company polices, and procedures, in order to serve the clients' best interests and enhance client satisfaction.

Enterprise Role Overview

FSA develops new investment and banking business through leads generated from internal partnering. The FSA will identify, profile and meet with clients to analyze and review financial goals. Engages customers in the lobby for delivery of store value proposition. The FSA will triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds. Participates in on-going training and interaction with the Merrill Lynch Wealth Complex. The role is a bridge between banking and brokerage, therefore the FSA must have a general awareness of core banking and investment solutions. The FSA should be able to provide an enterprise product view for our clients, executing referrals across banking and brokerage lines. Demonstrates proficiency with appropriate banking center systems and routines to support sales process. Series 7 & 66 (63 & 65 in lieu of 66) required and Insurance licenses desired. CFP or CRCP preferred. 4 year business degree preferred. One+ years experience in business development and investments training. This position may be subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. If your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
Qualifications: Required Skills • 3+ years of proven investment business development experience, including investment training. In-depth knowledge of investment products and services. • One+ years experience in business development and investments training. • Experience creating a comprehensive financial strategy, assessing needs, identifying, and recommending financial solutions. • Knowledge of banking (credit and deposit) products and services desired. • Must be able to provide evidence of consultative communication and relationship building skills leading to client service, fulfillment and delight in previous roles. • Series 7 required. This role also requires series 66 (63 & 65 in lieu of 66). If you do not currently hold the 66 but have either a 63 or 65 an offer can be extended with the condition that a passing score is received for the missing series within 60 days. • A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally. • Results oriented with proven track record of outstanding ability to motivate and influence other to accomplish objectives: present oneself assertively, convincingly and with confidence to establish credibility and respect with others. • Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic. • Highly motivated self-starter, proactive, with intense focus on results. Conveys a sense of urgency to achieve business goals and exceed expectations. • A respected business partner who adds value to the broader team and can diplomatically handle conflict; demonstrated ability to cultivate effective revenue generating partnerships with other LOBs. • Ability to handle ambiguity and adapt to changing circumstances. • An impeccable reputation for integrity and consistency; must possess sound business ethics acting in the best interest of the client. • Excellent time management and organizational skills. Preferred Skills • 4 year degree desired, preferably in business related field. • Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRCP) Designations desired. • Insurance licenses desired. ]]> Mon, 14 Nov 2016 00:00:00 PST 0 <![CDATA[IT Internal Audit Supervisor]]> IT Internal Audit Supervisor
Publicly traded for over 75 years, we are one of the largest mining companies in the world. Headquartered in Denver, Colorado, the company has approximately 28,000 employees and contractors PURPOSE:

Audit the activities including those that relate to IT of various departments and entities of the Company to determine adherence to established plans, policies, procedures and good business practices.
Fulfill team leader role on certain audits without direct supervision and participate in more complex audits under the direction of the Global Internal IT Audit Manager.
Assist the Global IT Internal Audit Manager in the development of data analytics as a fundamental component of the audit approach to increase audit effectiveness.

ESSENTIAL DUTIES: Under general supervision, performs the following functions:

Perform assignments requiring understanding and application of audit principles, practices, and concepts.
Actively participate in, conduct, and lead Sarbanes-Oxley (SOX) IT General Computer Control (ITGC) reviews.
Devise own methods to accomplish objectives and/or audits while leveraging Internal Auditâs methodology.
Complete planning work on assigned segments of the audit and in determining the extent of audit testing and workpaper content.
Review transactions, documents, records, reports, processes, and procedures and prepare audit workpapers, recording and summarizing data.
Discuss audit findings with stakeholders to verify facts, obtain background information to support conclusions, and reach agreement.
Assist, as requested, with the summarization of audit findings and the preparation of formal audit reports.
Assist in the preparation of presentations of audit results.

For specific assignments as team leader, duties and responsibilities include:

Provide field audit supervision.
Establish a central interface during the audit.
Provide leadership to the other auditors participating in the audit.
Ensure communication of audit objectives developed in the planning process.
Develop audit planning documentation addressing scope, audit objectives, budgeted hours, fieldwork and reporting dates, audit personnel, and assignment of work.
Responsible for completion of audit addressing all audit objectives, stakeholder management, control, monitor and report on audit progress, review workpapers, ensuring workpapers provide adequate support of conclusions while complying with workpaper standards.
Responsible for development of draft audit report, including management comments.
Assist in the preparation and presentation of audit results.

Scope of assignments can include:

Audit the IT infrastructure, SAP application and associated infrastructure and key systems projects or significant IT changes at each Newmont site.
Audit the financial and statistical data of various departments and locations of the organization.
Audit the activities of various departments for compliance with established plans, policies, procedures and applicable regulations.
Document, assess and test internal controls surrounding financial reporting in order to ensure compliance with SOX.
Develop and provide assistance in the implementation of internal controls to ensure proper financial reporting and adherence to company policies, procedures, and applicable regulations.
Audit operational processes, consults with stakeholders, and assists stakeholders in making the process more effective through redesign/re-engineering.
Review and appraise the soundness, adequacy, and application of financial, operational, and compliance controls to ensure effective control at a reasonable cost.
Partner with stakeholders to identify constructive and value-added solutions to address issues identified.
Perform or assist in the performance of special assignments requested by management.
Responsible for communication with external auditors where necessary and appropriate for the specific project.
Comply with the Standards for Professional Practice of Internal Auditing, published by the Institute of Internal Auditors.

The above duties and responsibilities are representative of the nature and level of work assigned and are not necessarily all inclusive. WORKING CONDITIONS:

Position is located in the Denver corporate office.
Travel (up to 10%) to domestic or foreign locations for short to extended periods of time may be required to conduct audits.

Qualifications: TRAINING & EXPERIENCE:

Bachelorâs degree in information systems management, accounting, business administration or related field.
Minimum of 4 years of experience, ideally a combination of “Big 4” public accounting and industry.
CISA, CISM, CPA, CIA or equivalent designation.
Current SAP experience required.
Requires a high level of technical skills in IT general control and SAP auditing techniques.
Experience with data analytic tools and processes (e.g. ACL).
Experience in information systems auditing and pre-implementation review of information system projects.
Experience performing SOX controls testing.
Knowledge of the mining industry a plus.
Knowledge of TeamMate audit software a plus.
Most important competencies:

builds effective working relationships
impact and influence
leads through vision and values
a continuous improvement mindset
effective communication

]]> Mon, 14 Nov 2016 00:00:00 PST 0 <![CDATA[Accountant Tax]]> Tax Accountant

We are a full-service Certified Public Accounting and Business Consulting firm in Lake Forest seeking to fill a full-time staff tax accountant position.

Primary responsibility will be the preparation of individual, corporation, and partnership income tax returns. This includes the handling of tax correspondence from various government authorities and tax research. Other tasks may include the compilation of financial statements, preparation of gift, trust, fiduciary, and information returns, and bookkeeping in Quickbooks.

Minimum qualifications include a bachelor's degree in accounting and 2+ years tax preparation experience with a public accounting firm. CPA or CPA candidate preferred. Must have an attention to detail, excellent written and verbal communication skills, strong computer skills, and most importantly, an ability and desire to learn. We will train the right candidate in the areas in which you lack experience. Experience in ProSystems fx, ProSystems Engagement, and Quickbooks a plus.

We offer a competitive salary and health benefits to our employees after 90 days.

To be considered for this position, please submit a cover letter and resume that includes your work and education history.
]]> Mon, 14 Nov 2016 00:00:00 PST 0 <![CDATA[Tax Accounting Manager]]>

Tax Manager.

We are actively seeking a self-motivated and experienced Tax Manager. This Tax position is well suited for an individual who works well in a team environment but also excels working at an individual level.
Responsibilities Include:

Ensure timely and accurate filing of federal, state and local income tax returns
Manage and review quarterly federal and state estimated tax liabilities
Manage and review annual federal and state tax return extension requests
Assist with income tax provision
Assist with accounting for fixed assets and landfills
Assist with tax planning, tax research, audit support and notice responses

Requirements:

BA/BS degree in Accounting or Finance
Minimum 6 years of public accounting or corporate experience
Licensed CPA or JD/LL.M.
Excellent verbal and written communication skills

Whatâs In It for You?

You will be joining a team environment and colleagues who embrace a “work hard, play harder” culture. Our compensation package is competitive, and comes with excellent benefits, including medical, dental, vision, flexible spending account, long term disability, life insurance and a 401(k) retirement plan. Youâll also be associating yourself with a company that likes to lead by example, through a strong presence in our local communities, charitable giving, sustainability initiatives and more.
]]> Mon, 07 Nov 2016 00:00:00 PST 0 <![CDATA[Human Resources Generalist]]> Human Resources Generalist

Our client is currently seeking an HR Generalist for our Kunia site in Hawaii. This role will work collaboratively with the Hawaii HR Lead to provide HR leadership to a 300+ person agricultural operation at 2 locations on Oahu. The ideal candidate will be able to provide full service HR support and find success in coaching managers and employees, helping to develop and implement HR strategy and direction in support of business needs and ongoing operations, while ensuring positive employee relations.
Key Accountabilities:

Develop effective relationships with key business leaders, HR team and people managers.
Gain a clear understanding of current and future business strategies in order to define and implement effective people strategies.
Demonstrate proactive leadership during rollout of key HR initiatives and organizational change efforts.
Ensure effective application of all basic HR processes including performance reviews, incentive planning and talent reviews/succession planning.
Partner with appropriate HR specialist teams to deliver HR operational excellence. This includes staffing, compensation, organizational development, and benefits.
Assist in developing and implementing diversity and leadership development efforts.
Develop strong customer focus by providing frequent communication, responding to employee requests and ensuring fairness in application of policy and process.
Assist the organization in creating and maintaining a Great Place to Work by interacting with and engaging a large non-exempt population and addressing morale and organization issues through partnership with employees and candid counsel to leaders.
Lead all stages of seasonal staffing process for both locations.
Assist with building first line supervisory strength through active recruiting, development, training, and performance review processes
Develop strong supervisor to employee relations by providing frequent communication, responding to employee feedback and ensuring fairness in the workplace.

Qualifications: Requirements:

Bachelorâs degree in HR or related field. Masters Degree preferred.
Minimum 5 years progressive Human Resources experience.
Ilocano and/or Tagalog language skills preferred
Ability to partner with management to determine HR implications of business strategy and plan actions accordingly.
Strong employee relations skills and willingness to interact closely with large non-exempt population
Working knowledge of general HR policies/procedures, as well as local, state and federal employment laws.
Flexible and able to respond quickly to changing job demands and prioritize multiple responsibilities.
Strong organizational skills with attention to detail.
Excellent communication skills across all levels of the organization.
Ability to analyze information and make decisions quickly and accurately.
Ability to work comfortably and influence all levels of a diverse organization.
Ability to work well in a highly matrixed environment.
Ability to travel 10%

]]> Tue, 01 Nov 2016 00:00:00 PDT 0 <![CDATA[Audit Manager]]> Audit Manager

Summary:

The Manager is the liaison between the Partner, the client, and the professional staff. Managers are responsible for managing multiple auditing and accounting projects and client engagements simultaneously, and scheduling, staffing and coordinating engagement workflow. Managers develop and train staff, and make associations to develop new business for the Firm. Managers play a lead role in maintaining client relationships.

Essential Functions:

Responsible for all phases of an audit, compilation, or review engagement.
Maintains contact with clients throughout the year; possesses a thorough knowledge of the client and all facets of clientâs business.
Demonstrates thorough knowledge and proficiency in advanced technical skills necessary for advising clients.
Plans, schedules and staffs engagements using Firm policies and procedures.
Maintains familiarity with qualifications of all staff members; reviews staff assignments for appropriateness.
Prepares engagement letters for approval by Partner.
Evaluates internal controls and work programs prepared by staff.
Adheres to engagement time budgets.
Supervises staff and provides on-the-job training; reviews work papers and reports prepared by staff.
Anticipates problem areas of engagement and questions that will arise.
Keeps Partner informed of all the important developments on engagement; analyzes problems and recommends solutions.
Adheres to accurate and timely billing and collection processes are made.
Ensures that financial statements, reviews, and letters of recommendation are prepared in accordance with professional and Firm standards.
Communicates progress of engagements, problems and resolutions to client.
Works to develop responsible, trained staff by assisting in performance evaluations.
Prepares invoices to clients, communicates details of fees to clients, and assists in collection of overdue accounts.
Possesses a complete knowledge of the Firmâs philosophy and its opinions on financial matters.
Maintains knowledge of general economic and political trends of possible audit or other legislation that could affect the business climate.

Supervisory Responsibilities:

Responsible for the development, coaching and training of senior, semi-seniors and staff accountants.
Must be familiar with the qualifications of all Assurance & Advisory staff members for the development and instruction of their training needs.
Participates in reviews and evaluations of accounting professionals.

Minimum Qualifications:

Generally requires five (5) to seven (7) years experience in public accounting, demonstrating a proven progression in complexity, scope, and number of engagements managed.
Minimum of two (2) years experience in a supervisory position.
Bachelorâs degree in accounting, or Masterâs degree in accounting.
Minimum of forty (40) hours of continuing professional education is required each year to maintain and develop technical and business skills.
A current and valid CPAâs license is required.

]]> Mon, 31 Oct 2016 00:00:00 PDT 0 <![CDATA[Corporate Audit Associate]]> Audit Associate

The Audit Associate will be involved in various aspects of the Audit groupâs risk assessment, assurance and advisory activities. Areas of the business covered may include investment and asset management, risk management, operations, finance, technology and compliance.

Specific responsibilities will include:

•Participation in projects aimed at optimizing business and control activities and processes

•Assistance in the risk assessment of selected business, risk and operational units

•Development and maintenance of working relationships with the business and support functions

•Assistance in the formation of the annual audit plan

•Planning, executing, reporting and follow-up of reviews across all areas of the business

•Participation in global/cross regional projects

•Providing advisory services during the development of new businesses and systems

•Performing investigations, special reviews and other ad hoc projects

Skills and Experience:

•Professionals with interest in broad exposure to investment management, risk management, operations, finance and/or technology in the Asset Management industry

•Financial services experience is preferable; understanding of asset management products, business processes and risk and controls systems

•Undergraduate or graduate degree in finance, economics, statistics, accounting or engineering is preferred. BA/BS is required

•Aptitude towards investment and risk management, scenario analysis and problem solving

•Strong project management, organizational and presentation skills

•Excellent communication (verbal, written, and listening) and interpersonal skills; strong writing skills

•Strong critical thinking and problem solving abilities

•Strong quantitative skills

•Intellectual curiosity and healthy skepticism

•Commitment and strong work ethic

•Proficient understanding of current regulatory and industry events

•Ability to develop and maintain effective working relationships with peers and business partners

•Professional certifications such as CFA or CPA are a plus

]]> Sat, 29 Oct 2016 00:00:00 PDT 0 <![CDATA[Senior Tax Accounting Manager]]> Tax Senior Manager

Job description

Our client is a public accounting and consulting firm based in the Los Angeles area advising and assisting our clients with their accounting, tax, financial and strategic planning needs.

With about 50 professionals, we are a fast-growing, local firm with some of the best clients in the region. Our tax department currently has 35 professionals and is growing.

There is room to develop your skills and grow your career.

We have adopted a holistic business strategy in which our service areas work closely together to make sure we are taking into account our client's overall business strategy when making important financial decisions.

This unique service model empowers us to offer distinct solutions and is responsive to our client'?s needs.

Our professionals and team of advisors specialize in servicing privately held middle-market businesses in a broad range of industries.

Qualifications

7 years of tax experience; preferably in public accounting.
Bachelor's degree from an accredited university; preferably with an emphasis in accounting. Advanced degree in accounting or tax is desirable.
Licensed CPA, or JD
Managerial, organizational, and communication skills.
Experience managing multiple client engagements and client service teams.

Responsibilities

Provide high-quality tax compliance and consulting services for partnerships, corporations, S corporations, individuals, estates, and trusts.
Manage a portfolio of clientsâacting as the key point of contact
Join our management team to improve overall performance of engagements including staff development, project budgets, billing, and collections.
Advise clientsâresponsible for delivering high-quality service and advice.
Identify opportunities for tax planning and other special services.
Participate in marketing and business activities to grow the firm.

Benefits

We offer competitive salary and benefits (medical, 401k, etc.), including 25 days of paid time off and continuing education reimbursement.

Don't just be a number at a larger firm; come and be a key member of our team.

]]> Fri, 28 Oct 2016 00:00:00 PDT 0 <![CDATA[Senior Audit Manager]]> Audit Senior Manager

Our client is a full service public accounting firm advising and assisting clients with their accounting, tax, financial and strategic planning needs.

Our professionals and team of advisors have expertise in a broad range of industries - specializing in privately held middle-market businesses.

They specialize in the areas of audit, accounting, tax, internal controls and business consulting, as well as specialty services such as royalty and contract audit, movie and television participation audit, litigation support and forensic accounting.

Summary of Responsibilities:

A&A Senior Managers are responsible for larger, more complex engagements and may manage several engagements simultaneously. Responsibilities include supervising engagements and special assignments, including but not limited to reviewing working papers, financial statements, communicating with clients on a one-on- one basis, and complying with pronouncements of professional and other regulatory groups. Key elements of the role include administrative, leadership, marketing, and practice development.

Essential Functions:

Responsible for all phases of an audit, compilation, or review engagement.
Maintains contact with clients throughout the year; possesses a thorough knowledge of the client and all facets of client's business as well as specialized knowledge of nuances related to business models.
Plans, schedules and staff engagements using firm policies and procedures.
Maintains familiarity with qualifications of all staff members; reviews staff assignments for appropriateness.
Prepares engagement letter for approval by partner.
Evaluates internal controls and work programs prepared by staff.
Adheres to engagement time budgets.
Supervises staff and provides on-the-job training; reviews work papers and reports prepared by staff.
Anticipates problem areas of engagement and questions that will arise.
Keeps partner informed of all important developments on engagement; analyzes problems and recommends solutions.
Ensures that financial statements and letters of recommendations are prepared in accordance with professional and firm standards.
Communicates progress of engagements, problems and resolutions to client.
Works to develop responsible, trained staff by assisting in performance evaluations.
Prepares invoices to non-profit clients, communicates details of special fees to clients, and assists in collection of overdue accounts.
Possesses a complete knowledge of the firm's philosophy and its opinions on financial matters.
Maintains knowledge of general economic and political trends of possible legislation that could affect the business climate.

Other Functions:

Works to develop responsible, trained staff by assisting in recruiting, developing training aids, and acting as an instructor in professional development programs, especially serving as a subject matter expert in the arena.
Prepares reports and projects as requested from time to time by the partners.
Participates in firm's practice development efforts.
Builds client relationships.
Takes leadership role in marketing, networking and business development.
Applies knowledge of business functions, processes and strategies, with special focus on the industry.
Supervises, directs and reviews the results of engagements.
Supervises and trains managers, supervising seniors, seniors and associates.
Responsible for engagement profitability â billings and collections.
Participates in firmâs committees and management meeting.
Demonstrates an ability to become a part of the firm's Career Advisor Program.
Such other duties as may be assigned.

Job Requirements:

At least seven (7) yearsâ experience in specialized public accounting, demonstrating a proven progression, performing research and providing quality technical advice.
Bachelorâs degree in Accounting, Business, or related equivalent, as well as CPA certification
Excellent oral & written communication skills.
Demonstrate leadership and supervisory skills.
Strong interpersonal skills, including proven experience liaising with clients.
Self-starter with the ability to work independently and use good judgment.

Excellent interpersonal written and oral communication skills, compose a business letter or email with correct punctuation and spelling
Professionally answer phones and direct calls as necessary
Schedule appointments and meetings
Coordinate inspections and follow up completion of repairs
Maintain office filing systems
Strong organization skills, multi-tasking, and follow through
Strong computer skills. Must be proficient in Microsoft Office,Word, Excel, Outlook and Data Entry. Knowledge of Yardi property management software a plus.
Ability to work well with all levels of employees and outside business contacts
Office management skills including equipment maintenance, ordering supplies, processing mail and shipping packages
Knowledge of accounting and property management a plus
Ability to work independently and as a member of a team
Ability to tactfully and discreetly handle highly confidential matters

Qualified applicants please forward resume (with history)

We look forward to hearing from you!

Job location is South Redondo Beach, CA

]]> Wed, 26 Oct 2016 00:00:00 PDT 0 <![CDATA[Staff Accountant / Senior Staff Accountant]]> Senior Staff Accountant

Summary

Our client is a growing business management and accounting firm near Ventura looking for an ambitious accountant with at least 2 yearsâ experience to join a growing team.

Your professional development is important to us.

Come be a part of a learning community where we all strive to provide the best client service possible.

We have a collaborative environment where everyone plays a critical role in taking care of our clients. Using the latest technology enables us to stay at the cutting edge of how we analyze and process client transactions.

If you want to work in an office where the partners believe in the importance of your career goals, then we encourage you to apply for our senior or staff level tax/business management accounting positions.

This is a permanent position, schedule is flexible, and we are seeking a person to work 40 hours per week.

You must be familiar with QuickBooks, able to reconcile accounts, pay bills and have an eye for detail. There are great benefits including 100% paid Health Insurance, Paid Time Off (PTO), Paid Holidays, Simple IRA Plan and more.

Computer skills must be very strong in all areas.

Compensation is based upon experience.

Other Information:

Salary for this position will be commensurate with experience.

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview or apply directly on our website at http://jobs.regalexecutivesearch.com/
]]> Wed, 26 Oct 2016 00:00:00 PDT 0 <![CDATA[Senior Tax Accountant]]> Senior Tax Accountant

Our client, a West LA full service certified public accounting firm, is seeking a full time senior tax professional to join their team.

The successful candidate should have at least 5 yearsâ experience of tax preparation and review and demonstrate a good understanding and working knowledge of the clientâs business and tax systems, take responsibility for clearing open items relating to assigned areas, and for meeting client deadlines.

Duties and responsibilities:

Complex tax return preparation and review (individual, corporation, partnership, fiduciary, and exempt organization)
Prepare tax projections
Assist with reviewed and compiled financial statements for clients as required
Tax research
Correspond with tax authorities for notices and/or audits
Train and develop staff accountants
Experience preparing payroll, 1099âs and sales and use tax is a plus

Qualified candidates must meet the following requirements:

CPA preferred
Bachelorâs degree in Accounting;
Minimum of 5 yearsâ experience in public accounting
Proficient with tax software
Ability to meet multiple deadlines
Must be able to handle multiple tasks concurrently with ease and professionalism and have attention to detail
Strong written and verbal communication skills
Must be able to work independently
Must prefer to work in a collegial environment

Assist in the preparation and filing of the U.S. consolidated federal (including forms 5471, 8858, 8865, 1118, etc.) and state tax returns, related schedules, reconciliations, and related reports in compliance with the law, while minimizing the tax liability and safeguarding the companyâs assessments.
Assemble, maintain and analyze tax information used in the preparation of municipal, state and federal tax returns. Keep informed of tax laws, regulations and rulings pertaining to all income taxes.
Coordinate and manage the IRS CAP audit and assist with state and local tax audits.
Assist with preparation of the U.S. GAAP quarterly and annual U.S. tax provision including valuation allowance analysis and documentation of uncertain tax positions
Help manage and coordinate with external consultants on tax projects, including Section 199, R&D credit, UNICAP, ASC 718 stock comp, fixed assets depreciation, etc.
Assist with tax planning and special projects, including cash tax minimization, foreign tax credit utilization, mergers and acquisitions, etc.

This role requires:

Deep technical knowledge of U.S. federal and state tax laws
Strong tax research skills using RIA/CCH/BNA
Detail oriented and strong organization and time management skills
Strong communication skills and ability to work well with auditors, consultants, and various functions within Avery
Other duties as assigned

Position Requirements:

Typically possesses 5+ years of experience with a publicly traded corporation and/or Big 4/national accounting firm
Bachelor's Degree and CPA required; Masterâs degree in Tax preferred
U.S. international tax experience preferred
OneSource Income Tax RS software experience preferred
Excellent analytical, auditing and problem solving skills. Knowledge of Generally Accepted Accounting Principles (GAAP) is essential
Excellent knowledge of applicable state, regional and country tax laws and regulations
Other Software: Hyperion HFM, Oracle, and MS Excel

Researching, gathering data and analyzing R&D tax matters and financial reports.
Managing multiple tasks and client needs.
Preparing reports and other documents as required.
Interfacing with clients and approaching client interactions with maturity and discretion.
Participating in professional association meetings and forums.
Demonstrating excellent team skills, positive attitude and high ethical standards.

Qualifications:

In the R&D Tax Associate/Senior Associate role, you will need excellent communication skills as well as the ability to effectively interact with all levels of Firm management and staff, clients and other external business contacts.

Specific requirements:

Bachelorâs degree in Accounting or related field is required.
Minimum of 1-3 years of experience with R&D tax credit work and related incentives is a plus but is not a requirement.
Experience with Section 199 a plus
Excellent oral and written communication skills.
Must be a self-starter and be able to work independently.
Strong computer skills and proficiency in Microsoft Office.
Ability to travel and work at office locations around the Firm and at client locations.

Conducting full audit cycles Performing due diligence of ongoing/routine activities fulfilling risk policies and following required procedures
Analyzing results and synthesizing data to produce a comprehensive audit recommendation
Communicating audit recommendation(s) to all relevant business areas
Document existing or newly created policies
Develop regular audits
Track and maintain performance data related to audits
Research customer issues using SQL and proprietary tools
Develop and maintain monthly reporting
Stay abreast of industry changes

Qualifications:

Adept at understanding a firmâs control environment and identifying gaps in internal controls
Able to establish cross-functional policies and build supporting processes
Expert in Excel (pivot tables and vlookups)
Expert in PowerPoint
Intermediate SQL required
Six Sigma Yellow Belt or higher desired
Intermediate to advanced VBA desired
Understanding of Domo or Tableau desired
5+ years of experience in a business environment
Excellent analytical skills (quantitative and qualitative)
Understanding of breadth vs. depth in problem-solving activities

Education

Bachelorâs degree required preferably in business administration or accounting with an information technology component

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Wed, 05 Oct 2016 00:00:00 PDT 0 <![CDATA[Senior Tax Analyst, Tax Accounting]]> SR. TAX ANALYST, TAX ACCOUNTING

Position Summary & Key Areas of Responsibility

This is an opportunity to join a dynamic Company in the tax accounting group responsible for managing the consolidation of company global tax provision.

Key Areas of Responsibility

• Prepare and review of quarterly and annual worldwide income tax provisions
• Assist in tax accounting analysis, research and documentation
• Collaborate on tax accounting special projects
• Support tax process documentation and SOX controls
• Assist the overall U.S. GAAP tax accounting process for company international subsidiaries
• Assist in providing oversight, guidance and training to the International Tax Compliance & Reporting team
• Assist with uncertain tax position accounting and reporting
• Assist with quarterly and annual financial reporting, including financial statement audits and reviews
Qualifications:
Education and Experience Qualifications Required:

• Undergraduate Degree in Accounting or Finance with an advanced degree in Tax or Business Administration preferred
• Licensed CPA
• 4-6 years of experience in public accounting or in a U.S. public multinational company
• Strong working knowledge of ASC 740, corporate income tax, accounting for foreign operations and uncertain tax positions
• Strong goal orientation, sense of urgency and attention to detail
• Ability to establish priorities and to establish and meet deadlines
• Strong communication skills
• Must be able to adjust and work effectively in a dynamic, changing environment
• Experience with OneSource software platform including UTP and OneSource Provision

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Wed, 05 Oct 2016 00:00:00 PDT 0 <![CDATA[Restaurant Manager - Oakland, CA - Bay Area]]> Restaurant Manager

Are you Craving a Career? Ready for Growth?

COME SEE WHY WE MIGHT BE THE RIGHT PLACE!

We all share a common mission: "Deliver exceptional Asian dining experiences by building an organization where people are inspired to better their lives." We invest in our people because great people run great operations that will exceed our guests' expectations. Talk to any of our associates and you will experience a culture dedicated to its mission and our five fundamental values- Proactive, Respect/Win-Win, Growth, Great Operations, and Giving.

Panda Restaurant Group includes the original Panda Inn fine dining restaurants, Panda Express, our Gourmet Chinese food concept served in a fast casual environment, and Hibachi San, our Japanese grill concept. The family owned and operated company is still run by founders Andrew and Peggy Cherng.

Panda offers competitive benefits and rewarding opportunities, from entry-level positions to management. We have restaurant positions available nationwide and support center positions in Rosemead, CA. Come join the nation's largest and fastest growing Asian restaurant company.

Our continued growth in this location has created new career opportunities for Management, Crew Members, and Kitchen Team Members! Come join us!

Restaurant Management Team responsibilities:

Lead all or some People aspects of a Panda Express restaurant including hiring, training, coaching, and development
Ensure the safety of our Guests and Associates through training and execution of food safety and restaurant safety standards and guidelines
Lead all or some Guest components of a Panda Express restaurant including excellent food quality, guest service, associate friendliness, and restaurant cleanliness through your team using proven systems and routines
Lead all or some financial areas of a Panda Express restaurant including sales growth, cost management, and profit growth
Applies thorough knowledge of all policies, procedures and practices utilized within unit managed
Understands ways in which unit relates to and impacts PRG
Demonstrates knowledge of PRG operations and objectives
Seeks information regarding trends affecting food service industry

We offer our Full-Time Management Team:

Progressive Compensation Package and Excellent Bonus Opportunity
5 or more Weeks of Comprehensive Training to prepare you for success
On-Going Career & Leadership Development
Medical, Dental, and Vision Insurance
401 K with Company Match
Paid Time Off and Paid Holidays
Associate Discounts (Panda Express, Hibachi San, Panda Inn plus Theme Parks) and free meals when you work
Lucrative Associate Referral Bonus
Pre-Tax Dependent Care Flexible Spending Account

Qualifications:

College degree or equivalent experience preferred
High school or GED required

Additional expectations of our Management Team are:

Excellent leaders with great people skills
Proactive â Sees life as choices and chooses to make a positive impact.
People Oriented â enjoys working with our guests and associates, possess good communication and interpersonal skills.
Growth Oriented â knows that learning and growth are keys to personal and professional success and is willing and able to share learning with others.
Results Oriented â focuses on getting results without compromising guest, people, and financial areas.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.

ADA Statement: While performing duties, counter areas are often hot with steam from steam table and food vapors. Work space is restricted and employees are expected to remain standing for long periods of time. Employees must prepare hot and cold foods, use Chinese cook knife and other kitchen equipment and work quickly without losing accuracy. Employees may be required to lift up to 50 lbs., stand up to four hours and reach across counter tops measured at 36 inches to serve customers. Kitchens are hot and noise levels are usually high; storage space is limited and shelving is high.

Panda Restaurant Group, Inc is an Equal Opportunity Employer.

Published description

Restaurant Manager - Portland, OR - North West South

SUMMARY

Are you Craving a Career? Ready for Growth?

COME SEE WHY WE MIGHT BE THE RIGHT PLACE!

We all share a common mission: "Deliver exceptional Asian dining experiences by building an organization where people are inspired to better their lives." We invest in our people because great people run great operations that will exceed our guests' expectations. Talk to any of our associates and you will experience a culture dedicated to its mission and our five fundamental values- Proactive, Respect/Win-Win, Growth, Great Operations, and Giving.

Our client offers competitive benefits and rewarding opportunities, from entry-level positions to management. We have restaurant positions available nationwide and support center positions in Rosemead, CA. Come join the nation's largest and fastest growing Asian restaurant company.

Our continued growth in this location has created new career opportunities for Management, Crew Members, and Kitchen Team Members! Come join us!

Restaurant Management Team responsibilities:

Lead all or some People aspects of a restaurant including hiring, training, coaching, and development
Ensure the safety of our Guests and Associates through training and execution of food safety and restaurant safety standards and guidelines
Lead all or some Guest components of a restaurant including excellent food quality, guest service, associate friendliness, and restaurant cleanliness through your team using proven systems and routines
Lead all or some financial areas of a restaurant including sales growth, cost management, and profit growth
Applies thorough knowledge of all policies, procedures and practices utilized within unit managed
Understands ways in which unit relates to and impacts company
Demonstrates knowledge of company operations and objectives
Seeks information regarding trends affecting food service industry

We offer our Full-Time Management Team:

Progressive Compensation Package and Excellent Bonus Opportunity
5 or more Weeks of Comprehensive Training to prepare you for success
On-Going Career & Leadership Development
Medical, Dental, and Vision Insurance
401 K with Company Match
Paid Time Off and Paid Holidays
Associate Discounts and free meals when you work
Lucrative Associate Referral Bonus
Pre-Tax Dependent Care Flexible Spending Account

Qualifications:

College degree or equivalent experience preferred
High school or GED required

Additional expectations of our Management Team are:

Excellent leaders with great people skills
Proactive â Sees life as choices and chooses to make a positive impact.
People Oriented â enjoys working with our guests and associates, possess good communication and interpersonal skills.
Growth Oriented â knows that learning and growth are keys to personal and professional success and is willing and able to share learning with others.
Results Oriented â focuses on getting results without compromising guest, people, and financial areas.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.

ADA Statement: While performing duties, counter areas are often hot with steam from steam table and food vapors. Work space is restricted and employees are expected to remain standing for long periods of time. Employees must prepare hot and cold foods, use Chinese cook knife and other kitchen equipment and work quickly without losing accuracy. Employees may be required to lift up to 50 lbs., stand up to four hours and reach across counter tops measured at 36 inches to serve customers. Kitchens are hot and noise levels are usually high; storage space is limited and shelving is high.
]]> Wed, 05 Oct 2016 00:00:00 PDT 0 <![CDATA[Finance Senior Analyst - SOX Compliance]]> Senior Analyst â SOX Compliance
Location: Duluth, Georgia
POSITION SUMMARY & KEY AREAS OF RESPONSIBILITY
This is an opportunity to join a dynamic Company in a key role within the Corporate Controllership organization. As a SOX Compliance Sr. Analyst, you will participate in all aspects of SOX 404 including planning, risk assessments, documentation, execution, testing, review, and follow up to ensure resolution of any identified issues. This role ensures managementâs control documentation is adequate and complete, assists management in determining “key” controls to be tested, coordinates the testing of key controls by both the process owners and internal audit, assists in the evaluation of the design and operating effectiveness of financial reporting controls and the assessment of deficiencies identified, and monitors managementâs implementation of corrective actions through remediation. This role involves interaction with business process owners and key leadership across the business and provides an opportunity to learn the business, develop leadership skills and set you up for career advancement into new roles at NCR. Key Areas of Responsibility

Assist in the annual SOX 404 financial statement mapping, risk assessment and scoping process identifying significant locations, business units, transaction cycles and critical processes and accounts ensuring an adequate scope and testing of the Companyâs financial statements.
Maintain SOX process documentation, test results, and user instructions in centralized SOX tool and coordinate communications with process owners
Coordinate and participate in SOX walk troughâs and risk assessments with business unit management
Manage the coordination of managementâs SOX 404 process controls documentation updates and review process controls to ensure adequate design and identification of “key” controls for assigned critical processes/accounts.
Assist process owners in the preparation and on-going maintenance of process documentation
Coordinate annual independent testing of key controls, monitor status and continuous follow up with business process owners
Review and log completed tests, track testing progress, track deficiencies through remediation
Work with process owners to ensure controls are operating effectively and evidenced appropriately
Coordinate segregation of duties review
Work closely with teams of accounting, shared services, tax, treasury, internal audit, information technology professionals, and consultants to provide ongoing SOX support
Assist with supplying supporting documents for the requests by external auditor
Provide oversight, guidance, and training on SOX and internal control procedures to business process owners
Make process improvement recommendations with regard to control design and audit procedures
Assist in various internal control process improvement projects
Liaison with the external auditors as required
Facilitate internal training on requirements of SOX compliance.

Qualifications: BASIC REQUIREMENTS

Bachelorâs degree in Accounting and/or Finance
4 + years relevant internal controls, audit, accounting and testing experience
CPA/CIA preferred.
Responsibilities require an understanding of fundamental accounting and audit principles and corresponding financial statement assertions
Knowledge of the requirements of the Sarbanes-Oxley Act of 2002, Section 404, PCAOB Standards, and other applicable professional guidance
Well organized, detail oriented team player with proven ability to multitask effectively and work independently
Ability to communicate effectively across various levels of management
Knowledge of business systems and Microsoft Office applications
Experience with MS Visio a plus

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Wed, 05 Oct 2016 00:00:00 PDT 0 <![CDATA[Restaurant Manager - Portland, OR - North West South]]> Restaurant Manager - Portland, OR - North West South

SUMMARY

Are you Craving a Career? Ready for Growth?

COME SEE WHY WE MIGHT BE THE RIGHT PLACE!

We all share a common mission: "Deliver exceptional Asian dining experiences by building an organization where people are inspired to better their lives." We invest in our people because great people run great operations that will exceed our guests' expectations. Talk to any of our associates and you will experience a culture dedicated to its mission and our five fundamental values- Proactive, Respect/Win-Win, Growth, Great Operations, and Giving.

Our client offers competitive benefits and rewarding opportunities, from entry-level positions to management. We have restaurant positions available nationwide and support center positions in Rosemead, CA. Come join the nation's largest and fastest growing Asian restaurant company.

Our continued growth in this location has created new career opportunities for Management, Crew Members, and Kitchen Team Members! Come join us!

Restaurant Management Team responsibilities:

Lead all or some People aspects of a restaurant including hiring, training, coaching, and development
Ensure the safety of our Guests and Associates through training and execution of food safety and restaurant safety standards and guidelines
Lead all or some Guest components of a restaurant including excellent food quality, guest service, associate friendliness, and restaurant cleanliness through your team using proven systems and routines
Lead all or some financial areas of a restaurant including sales growth, cost management, and profit growth
Applies thorough knowledge of all policies, procedures and practices utilized within unit managed
Understands ways in which unit relates to and impacts company
Demonstrates knowledge of company operations and objectives
Seeks information regarding trends affecting food service industry

We offer our Full-Time Management Team:

Progressive Compensation Package and Excellent Bonus Opportunity
5 or more Weeks of Comprehensive Training to prepare you for success
On-Going Career & Leadership Development
Medical, Dental, and Vision Insurance
401 K with Company Match
Paid Time Off and Paid Holidays
Associate Discounts and free meals when you work
Lucrative Associate Referral Bonus
Pre-Tax Dependent Care Flexible Spending Account

Qualifications:

College degree or equivalent experience preferred
High school or GED required

Additional expectations of our Management Team are:

Excellent leaders with great people skills
Proactive â Sees life as choices and chooses to make a positive impact.
People Oriented â enjoys working with our guests and associates, possess good communication and interpersonal skills.
Growth Oriented â knows that learning and growth are keys to personal and professional success and is willing and able to share learning with others.
Results Oriented â focuses on getting results without compromising guest, people, and financial areas.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.

ADA Statement: While performing duties, counter areas are often hot with steam from steam table and food vapors. Work space is restricted and employees are expected to remain standing for long periods of time. Employees must prepare hot and cold foods, use Chinese cook knife and other kitchen equipment and work quickly without losing accuracy. Employees may be required to lift up to 50 lbs., stand up to four hours and reach across counter tops measured at 36 inches to serve customers. Kitchens are hot and noise levels are usually high; storage space is limited and shelving is high.
]]> Wed, 05 Oct 2016 00:00:00 PDT 0 <![CDATA[Experienced Tax Manager - Trusts and Estates]]> Experienced Tax Manager - Trusts and Estates

POSITION SUMMARY

Our firm is currently assisting a CPA Firm in Orange County area to identify an expert in the preparation of trusts, estate, gift tax returns and trust accounting for a Trust & Estates/Fiduciary Tax Manager position.

The Trust & Estates Tax Manager will assume full responsibility for directing multiple engagements; review estate fiduciary income tax returns, along with the decedent's final individual tax return; review trust fiduciary income tax returns and individual income tax returns; analyze estate planning documents including wills, codicils and trust instruments to determine the proper treatment of assets and liabilities for tax purposes; develop postmortem tax-saving strategies for the estate accounts; and provide oversight and direction to a team of tax specialists in the delivery of tax services.

Qualifications

CPA certification
Recent Public Accounting experience.
Expert knowledge in the preparation of trusts, estate, gift tax returns and trust accounting.
Minimum of five yearsâ experience in the preparation and review of fiduciary income tax returns. Seven years or more preferred.
Experience with Partnerships and S Corporations preferred
Prior client management experience.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Tue, 04 Oct 2016 00:00:00 PDT 0 <![CDATA[Audit Senior - Senior Financial Auditor]]> Senior Financial Auditor

SUMMARY

Our client is a national insurance company. We are looking for a Senior Financial Auditor to join their fast growing team.

RESPONSIBILITIES

Evaluate company financial and operational risks and assist with development of the annual audit plan and audit programs.
Lead and perform all phases of audits including planning, scoping, fieldwork, reporting and performing subsequent follow-up procedures.
Identify control weaknesses and be able to communicate audit findings effectively to members of management in an objective and persuasive manner.
Assess exposure resulting from ineffective controls and provide recommendations to address identified control deficiencies.
Assist with Sarbanes-Oxley Section 404 control testing and compliance.
Coordinate with external auditors.
Ability to understand Information Technology (IT) risks and incorporate audit plan steps to address IT risk areas.
Participate in special audit projects as assigned.

Consolidation of worldwide tax provision including review of tax provision schedules, forecasts, tax adjustments, and schedule M items, proof of tax balance sheet accounts and reconciliations
Preparation of tax disclosures for US 10-Q and 10-K filings
Analysis of Uncertain Tax Position and Valuation Allowance reserves
SOX 404 leadership
Preparation of tax provision and planning support including critical thinking, analytics and executive summaries
Interfacing with external auditors in responding to information data requests
Other duties as assigned

Position Requirements:

Typically possesses 4+ years of experience with a publicly traded corporation and/or Big 4 accounting firm with demonstrated understanding of US GAAP tax accounting (ASC 740)
Bachelor's Degree required; CPA or Masterâs degree in Tax preferred
Demonstrated experience consulting on finance and/or accounting issues, including analyzing information, developing action plans, identifying deliverables, and delivering recommendations/presentations
Strong written and verbal communication skills with the ability to interact effectively with executives, operations manager, finance directors, and other corporate departments
Software: OneSource/Go System, Hyperion HFM, PeopleSoft or Oracle, MS Excel

Leads teams of seniors and staff accountants.
Oversees planning and scheduling of engagements.
Ensures quality of work product.
Monitors work flow.
Coaches/mentors individual team members.
Provides formal and informal feedback.
Communicates progress to partners.
Develops business with both existing and new clients.
Develops and maintains strong client relationships with client personnel and prospective clients.
Provides business consulting to privately-held businesses and organizations.
Identifies areas to help clients improve their internal controls.

Skills & Requirements

Undergraduate degree; Masters degree a plus.
CPA certificate.
A minimum of 5 years of relevant experience.
Ability to identify and propose resolutions to complex accounting issues.
Demonstrated advanced project management skills.
Ability to utilize firm technology to enhance client service.
Proficiency in Microsoft Office computer programs.
Excellent written and verbal communication skills.

]]> Mon, 26 Sep 2016 00:00:00 PDT 0 <![CDATA[Staff Accountant]]> Seeking bright and enthusiastic professionals who are looking to see the big picture. These persons will have opportunities to be exposed to a broad range of experiences by participating in financial audits and accounting, income taxation and consulting engagements.

These are energetic persons who are passionate about their profession and have good communication skills and will be interacting with partners, staff and clients on a one-to-one basis.

These young professionals will be on a CPA track and will become proficient in conducting fieldwork, preparing financial statements, and preparing corporate, individual, partnership and fiduciary tax returns.
]]> Wed, 21 Sep 2016 00:00:00 PDT 0 <![CDATA[Audit Staff Associate - Experienced Audit Associate]]> Audit Staff Associate - Experienced Audit Associate

Are you tired of working 70-hour weeks, or are you thinking of living in beautiful southern California?

Combining global expertise with local knowledge, we are proud to be an accountant and business adviser for specialized auditing, tax and consulting services across a spectrum of industry sectors.

Due to continued growth, our San Diego office is currently seeking dedicated team players with 1 to 5 years of recent audit experience at a public accounting firm for audit engagements for private & public companies and benefit plans. You will be involved in the planning of audits including preparing audit programs, analytical procedures, budgets, scheduling and personnel; prepare & review audit work papers & GAAP financial statements and keep Partners updated on audit status.

Position requires a Bachelorâs degree in Accounting or Finance, CPA license or progressing towards obtaining and strong interpersonal, communication, project management and PC skills including MS Excel & Engagement software proficiency. Experience with both public and privately-held companies is helpful.

Unparalleled business and accounting expertise are our services, but our people and their creative spark bring these services to life. We are proud to offer an extremely competitive compensation package including medical, dental & 401(k) match, a competitive salary with potential for performance bonuses, growth opportunity, a diverse client base offering opportunities to gain experience in many different industries and an ideal work/life balance. Relocation assistance may be available for the right candidate.

This is a full-time position, however we will speak with candidates seeking part-time employment (30 hours per week) OR candidates looking to relocate on an interim basis for 12-24 months.

If you are a dedicated Auditor looking to take the next step in your career and can share in our unifying goal of helping our clients succeed, please submit your resume & cover letter by clicking âApplyâ.

Equal Opportunity Employer.

]]> Wed, 21 Sep 2016 00:00:00 PDT 0 <![CDATA[Accountant Staff Tax]]> Tax Accountant

Main Responsibilities include:

Assist Tax Seniors and Managers with Tax Research and Compliance functions
Prepare tax returns â Individual, Corporation, Partnership and Trust
Maintains Tax related schedules
Assist with responses to notices from the IRS and other reporting agencies
Assist with year-end tax projections
Compute quarterly estimates and other computations as needed
Other assignments as required

Job Requirements

B.A./B.S. in accounting or finance
CPA, candidate for CPA (preferable)
Has experience with Accrual Basis of Accounting
2 to 3 years in similar capacity in a CPA firm environment
Detailed oriented
Uses good judgment
Good Communication skills
Problem solving skills
Proficient computer skills â Lacerte, RIA, BNA and other accounting software
Organized/Good Time Management skills
Uses appropriate discretion â handling sensitive confidential information

]]> Wed, 21 Sep 2016 00:00:00 PDT 0 <![CDATA[Executive Assistant / Administrative Secretary]]> Executive Assistant / Administrative Secretary

Our client is one of the world's leading energy companies headquartered in the Middle East.

We are accepting online applications for the position of Administrative Assistant that will be relocated to the Middle East.

Responsibilities for this position may include but are not limited to:

Provides comprehensive and confidential administrative support for company executives which may include planning coordination, organizing meetings, preparing documents/agendas, coordinating conference calls, overseeing preparation of event materials and managing department shared calendar
Independently completes miscellaneous assigned projects by gathering, organizing, and summarizing information; and assists in preparation of documents
Handles sensitive/confidential material
Contributes to team effort by accomplishing other special project/tasks/assignments as needed

Required Qualifications:

High school degree or equivalent
3 - 7 years secretarial/administrative experience
Intermediate to advance computer skills in Microsoft Office Suite (Word, PowerPoint, Excel and Outlook)
Must be an individual who is self-motivated, learns quickly, is resourceful, anticipates needs and is able to work independently with a high level of accuracy and attention to detail
Must have a demonstrated ability to multi-task
Must have strong written (correct grammar, spelling, sentence structure, vocabulary) and oral communication skills
Must have experience working with senior level management

Relocation Options:

Fully paid relocation is required

Other Information:

Very generous compensation package
Equal opportunity employer
To apply, send resume in word format with current salary for review and immediate interview or apply directly on our website at http://jobs.regalexecutivesearch.com/

]]> Wed, 14 Sep 2016 00:00:00 PDT 0 <![CDATA[Senior Tax Accountant]]> Tax Senior Associate

Job Description

Get ready to start climbing the ladder and donât look down. Our client is committed to the development of our futures leaders â and thatâs you!

Come be a part of endless possibilities for growth and professional expertise. We are looking for forward thinking, driven, enthusiastic individuals looking to take the next step in their career.

Rated one of the best places to work and one of the largest public accounting firms in the Country, we have the necessary tools to take public accounting to the next level.

Our firm offers a unique culture with a family type atmosphere. We commit to team building and knowledge sharing, empowering our employees with the tools and resources to think differently and become the best people in our profession. As a member of our firm, your success is our success.

The time is now, the opportunity is yours, donât waste another minute. Join our team today!

Required Skills

Tax Compliance

Research tax issues and filing requirements that affect tax compliance.
Review tax returns and ensure accuracy and completeness.

Tax Consulting

Research complex tax issues using internal revenue code, treasury regulations and other relevant authorities/guidance.
Draft tax technical memorandums.
Perform tax structuring and modeling.

Project/Task Management

Accept responsibility for, and complete tasks assigned by management in a timely fashion.
Make effective use of firm resources to complete a project.
Manage multiple client projects at any given time.

Engagement Lead/Management

Serve as the Engagement Lead on specific client accounts, taking responsibility for pre-engagement planning, execution, and final deliverable development.
Develop a detailed engagement work plan, illustrating budgets and schedules. Monitor project status against the work plan and communicate schedule adjustments to management.
Manage tax compliance process (to include resource allocation and budgeting, billing, and collection), schedule staff, deliver work product(s) on time and within scope, and communicate engagement status to management.
Develop a professional relationship with the client. Gain the respect and confidence of the client by consistently demonstrating supreme customer service, quality work products, and professional integrity.
Serve as the prime point-of-contact to the client. Ensure that the client is fully informed of engagement progress and logistics.
Gain the respect and confidence of the team through effective client management, timely and accurate communication, and clear and concise team direction.
Prepare timely and accurate bills for professional services rendered.
Prepare, organize and maintain engagement work papers and files.
Communicate periodically with client following the completion of the engagement to ensure customer satisfaction.

New Business Development

Develop a thorough understanding of all tax, audit and consulting services provided by the firm. Link this understanding to potential client needs.
Identify opportunities to expand the scope of current engagements through identification of current client needs and target client requirements.
Actively participate in proposal development, at the direction of management, and take a lead role responding to requests for proposal.
Network internally. Communicate to the audit and consulting teams the types of tax services you provide to your clients to facilitate cross selling.
Identify and pursue outside business contacts through social, charitable, and business organizations. Become an active participant in these networking channels.

Recruitment

Establish and maintain a social presence in the community. Actively participate in industry, alumni, and community networking events.
Network with individuals from other organizations in order to share ideas, collect information, and identify potential talent for the Firm.
Maintain an active contact list to include previous employment contacts, college alumni, associations, etc.
Participate in both the experienced and college hiring recruiting process.
Take responsibility for identifying, attracting, and developing current and future talent of the Firm.

Staff Management and Development

Take responsibility for subordinates' activities and chargeability. Effectively delegate work to staff.
Develop team processes and systems to improve the productivity and growth of the business.
Provide regular performance feedback as well as deliver timely performance evaluations.
Develop subordinates' technical and industry skills and encourage growth.
Gain the respect and confidence of the team through effective client management, timely and accurate communication, and clear and concise team direction. Lead by example.

Personal and Professional Development

Earn confidence, trust and respect from clients and colleagues.
Develop tax industry knowledge and expertise and share that knowledge with the team.
Demonstrate initiative, vision, resourcefulness, creativity and independent thinking. Lead by example.
Demonstrate sound business judgment.
Develop an ability to motivate and train both self and staff.
Pursue professional development through public speaking, seminar delivery, and through the writing of articles.
Actively participate in internal development programs, including staff training courses.

Required Experience

BS/BA accounting preferred
MST and CPA a plus
3-5 years tax experience in a public accounting or real estate firm preferred
Demonstrated writing skills a must; proposal development experience desired
Strong tax research and writing skills
Proven competence with MS Office and tax compliance and research software to include Go Systems, BNA portfolio and projection, CCH, RIA
Solid organizational skills with a demonstrated ability to multi-task

Performing consulting and compliance services for corporations, partnerships and individuals with an emphasis on real estate clients.
Identifying tax planning strategies to optimize the clientsâ tax issues.
Supervising, training and evaluating advanced level staff.
Developing solid client relationships.
Maintaining knowledge of new tax issues and general business trends that affect your clients.
Willing and able to perform research and well-versed in transactions affecting C-corporations, S-corporations, and partnerships.
Coordinate IRS and all applicable state and local income tax audits.
Co-responsibility with partners for billing and staff utilization.

Requirements:

8+ yearâs recent experience in the tax department of a CPA firm.
Strong team player
Solid verbal and written communication skills.
Practice development experience a plus
Masters in Taxation a plus

Other Information:

Equal opportunity employer

To apply, send resume in word format with current base salary for review and immediate interview.
]]> Fri, 02 Sep 2016 00:00:00 PDT 0 <![CDATA[Senior Tax Accountant]]> Tax Senior

Job description

Are you a professional who is looking to work with a dynamic group of people who are committed to excellence?   Do you seek an environment that supports your development â both personally and professionally?   If so, we want to talk to you.

Our client is a CPA that has a career opportunity for a full-time Tax Senior with a minimum of 3 years of recent experience in public accounting.

We offer an excellent salary and benefits package that is competitive with the national firms, including assistance with relocation costs.

The client base consists of mid-sized to large closely-held businesses in a wide range of industries.   Our associates are exposed to an extensive variety of audit, financial reporting, tax, and consulting issues.   As a trusted advisor to our clients, we are committed to being involved with all aspects of their businesses.

Key Responsibilities:

Preparation of Corporate, Partnership, Trust, Real Estate and Individual tax returns
Develop and maintain productive working relationships with clients
Complete audit, review, and compilation procedures and documentation
Actively participate in engagement planning (i.e. budgeting, risk assessment, internal control evaluations, and strategic development)
Prepare or review financial statements, including disclosures
Assist with supervision, training, and development of staff
Research technical accounting and audit issues

Qualifications:

To qualify, candidates must have a bachelorâs degree or graduate degree and 3 years of experience in public accounting.

In addition, a successful candidate will possess the following skills and talents:

Excellent written and verbal communication skills
The ability to work with others as a team
Dedication to providing superior client service
A desire to learn and grow, and a commitment to excellence
Have made progress towards passing the CPA exam

Maintains, records and reconciles daily cash receipts.
Completes billing uploads and receivable research.
Routine accounting functions - creates and reconciles accounting entries while resolving discrepancies.
Works with other Accountants to prepare source data for income and balance sheet statements.
Populates financial schedules, reports and records for supervisor review.
Verifies the accuracy of journal entries and accounting classifications assigned to various records.
Updates information in various databases, iTrack and PeopleSoft, to add clients, modify billing rules, set up vendors and customers in MTA (My Transactions) commission system, etc. on a timely basis.
Updates cash receipt information in the sub ledger accurately and timely.
Processes billing/invoicing and enters data into the accounting databases.
May either apply or submit cash applications to the vouchers/invoices.
Researches and resolves accounts receivable issues.
May assist in month-end procedures.
Other duties may be assigned.

SUPERVISORY RESPONSIBILITIES

No formal supervisory responsibilities in this position.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and EXPERIENCE

Associate Degree in Accounting or Finance emphasis, OR related work experience OR a Bachelorâs degree in Accounting.
With Associate Degree, 3+ yearsâ experience in general accounting, A/P, or A/R clerical and/or entry level Associate positions.
With Bachelor's Degree, 0-2 years.
Experience with automated accounting and financial management systems.

CERTIFICATES and/or LICENSES
None.

COMMUNICATION SKILLS

Good written and verbal communication skills.
Good organizational and analytical skills.
Ability to provide efficient, timely, reliable and courteous service to customers.
Ability to write routine correspondence.
Must have the ability to convey financial information to non-financial users.
Ability to collect, analyze, and summarize data and to prepare clear and concise reports.

FINANCIAL KNOWLEDGE

Familiarity with Generally Accepted Accounting Principles (GAAP) and Financial Accounting Standards Board (FASB) regulations.
Requires knowledge of financial terms and principles.
Ability to calculate basic figures such as percentages, discounts, and/or commissions.
Follows accounting practices to ensure optimum client satisfaction while guaranteeing company financial interests are protected.

OTHER SKILLS and/or ABILITIES

Proficient in Microsoft Office Suite applications.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview or apply directly on our website at http://jobs.regalexecutivesearch.com/
]]> Thu, 01 Sep 2016 00:00:00 PDT 0 <![CDATA[Senior Financial Analyst - F500 Firm]]> Senior Financial Analyst

Our client, a global Fortune 500 Real Estate company, is seeking a Senior Financial Analyst

You will be responsible for preparation of monthly consolidated balance sheet schedules. Preparation of these schedules includes detailed analysis of account balances, investigating & understanding fluctuations and ensuring account balance accuracy. Schedules will be provided to management to assist with their analysis of company operations. Schedules will be included for use in press releases and for SEC reporting purposes. Additionally, this position requires assistance with intercompany transactions on a monthly basis.

Primary Responsibilities:

Account analysis and preparation of detailed management schedules.
Intercompany analysis and journal entries.
Communication (oral & written) with various Company departments, including international employees.
Preparation of monthly detailed consolidated balance sheet analytics for select accounts.
Resolving account balance differences, including posting correcting journal entries in PeopleSoft and/or HFM.
Analyzing and understanding international account balances in their local currency, as well as USD.
Preparation and organization of financial packages submitted to Company management.
Preparation of schedules included in SEC filings, including 10Ks and 10Qs.
Helps accommodate certain external auditorsâ requests during quarterly reviews and year-end audits.
Research accounting issues to ensure compliance with US GAAP.

EDUCATION and EXPERIENCE

Bachelor's degree (BA/BS) from a four-year college or university in a business related field plus a minimum of three years related experience.

CERTIFICATES and/or LICENSES

None

COMMUNICATION SKILLS

Excellent written and verbal communication skills.
Strong organizational and analytical skills.
Outstanding interpersonal skills.
Ability to provide efficient, timely, reliable and courteous service to customers.
Ability to effectively present information in written and verbal form to subordinates, customers and supervisors.

FINANCIAL KNOWLEDGE

Requires strong technical accounting knowledge of financial terms, concepts and accounting principles and the ability to comprehend and interpret complex financial transactions.

REASONING ABILITY

Ability to comprehend, analyze, and interpret complex financial information and transactions and accounting principles. Ability to problem-solve, both independently and working as a team. Requires strong analytical and quantitative skills.

OTHER SKILLS and ABILITIES

Strong computer skills, including specific knowledge of Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, etc.).
Broad experience with other software and financial systems is desired such as Hyperion, PeopleSoft and/or equivalent software.
Knowledge of real estate service industry and terminology is helpful.
Strong work ethic and adaptable.
Handles multiple tasks, while meeting all deadlines.
Team oriented with strong work ethic.
Superb organizational skills.
Willingness to take on new responsibility.

SCOPE OF RESPONSIBILITY

Decisions made with understanding of procedures and company policies to achieve set results and deadlines. Responsible for setting own project deadlines. Errors in judgment may cause short-term impact to co-workers and supervisor.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview or apply directly on our website at http://jobs.regalexecutivesearch.com/
]]> Thu, 01 Sep 2016 00:00:00 PDT 0 <![CDATA[Experienced Tax Accountant]]> Experienced Tax Professional

Summary

Our client is a large full service accounting, auditing and financial services firm servicing its national and international clients through with multiple offices nationally

We are known for our reputation for excellence with a variety of specialty areas like agribusiness, nonprofit, research and development tax credits and incentives, employee benefit plan and government audit, manufacturing, warehousing, automotive dealerships, and many more.

Job description

We are seeking a highly motivated and experienced tax professional to be part of our Marin County, California office growing team.

A successful candidate in this role has 3+ years of experience in public accounting preparing and reviewing tax returns. Tax professionals will manage tax engagements, including participating in the planning process, preparation, and client interaction. Tasks must be done independently with minimal supervision and completed within budget.

Required Skills

Bachelorâs Degree in Accounting or related field
Current CPA Certification (preferred, not required) or eligibility to sit for the CPA exam
3+ years of experience in Public Accounting preparing and reviewing tax returns including Corporation, Partnership, LLC and complex individual returns
Experience working with construction-industry clients a plus
Experience with ProSystems Tax software a plus

We are open to per diem or consultants to join us for the tax busy season.

Other Information:

Compensation DOE.

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview or apply directly on our website at http://jobs.regalexecutivesearch.com/

]]> Thu, 01 Sep 2016 00:00:00 PDT 0 <![CDATA[Tax Accountant - Enrolled Agent]]> Tax Preparer/Enrolled Agents

Summary

Our client, an Accounting & Tax Services firm is actively searching for experienced, detail-oriented income tax return professionals for multiple offices. We have full-time year round positions available, as well as seasonal only.

Applicants must have excellent written and oral communication skills, strong interpersonal skills and an ability to work in a demanding environment.

Performance Objectives

Research and Resolve Payroll Tax Notices from Agencies
Communicate with customers (usually in writing) to provide status updated and resolution to issues
Prevent Tax Notices with Special Projects designed to target specific known issues
Review, balance and prepare Amended Tax Returns
Communicate information to Account Managers so customer is up-to-date on our activities
Collaborate with internal teams to strengthen processes and deliverables
Requesting penalty abatements
Keep up-to-date on latest developments as they affect tax regulations and policies

Experience and Skills

Minimum of 2 years of experience preparing forms 1040, 1120, 1120s, 1065, 1041.

Required license or certification:

Licensed credentials are preferred but not mandatory
Enrolled Agent

Bachelor's Degree
Certified Public Accountant (CPA) or equivalent experience with a public accounting firm
2 - 5 years of audit experience
Proficient in Excel, Word, and Outlook. Proficiency in ProSystem fx Engagement is a plus

Why Us

We offer a competitive salary and friendly, supportive colleagues in a relaxed, collaborative environment.
Opportunities for advancing your career â we provide auditing and accounting services for some of the largest companies in the greater Sacramento area and our practice has been continuing to grow.
Our robust benefits package includes medical for employee plus coverage for dependents!
Benefits package also includes dental, vision and disability plans.
401(k) match and profit sharing contributions.
On-site gym.
Enjoy work and enjoy a balanced life!

Maintains contact with nonprofit clients throughout the year
Possesses a thorough knowledge of the client and all facets of client's business as well as specialized knowledge of nuances related to nonprofit business models.
Plans, schedules and staff engagements using firm policies and procedures.
Supervises staff and provides on-the-job training
Reviews work papers and reports prepared by staff.
Has at least seven (7) yearsâ experience in specialized nonprofit public accounting, demonstrating a proven progression, performing research and providing quality nonprofit technical advice.
Has a bachelorâs degree in Business or Accounting and possess a CPA certification.
Applicants must have excellent written and oral communication skills, strong interpersonal skills and an ability to work in a demanding environment.
Nonprofit experience is useful.

Bachelorâs degree in Accounting or related field.
Masterâs degree in Accounting or related field is preferred.

Skills:

Thorough understanding of GAAP and GAAS.
Proficient with Microsoft Excel, Word, Outlook.
Excellent written and verbal communication skills.
Team orientation and strong interpersonal skills.
Strong project management skills.
Sufficient technical skills to perform the essential duties and responsibilities of this position.
CPA strongly preferred.
3 â 5 years or more of public accounting experience, industry, or a combination of public accounting and industry experience, or its equivalent.
Thorough understanding of common audit procedures and techniques.
Demonstrate independent thinking and strong decision-making skills.

Assist with the reconciliation and preparation of reporting for VAT compliance
Assist with the preparation and maintenance of transfer pricing support work papers
Provide support and assistance with preparation of quarterly ASC 740 (formerly FAS 109) tax provision schedules
Assist with preparation of research and development credit studies
Research various federal and international tax issues as needed
Provide support and preparation of schedules with outside tax advisors for the information necessary to complete preparation of federal and International tax returns and estimated tax payments
Assist Tax Director with responses to Federal and State notices and audit requests as needed.
Assist with income tax accruals and other analysis on a monthly and quarterly basis.
Other special tax projects

Qualifications:

Bachelorâs Degree in Accounting, Finance or similar field (Must have taken specific courses related to taxation.)
3- 5 yearsâ experience in corporate taxation, preferably in Public Accounting with emphasis in Federal and International tax
Excellent business writing and communication skills.
Advanced excel skills
Software knowledge of Prosystem and JDE would be preferred but not required.
Ability to thrive in a fast-paced, entrepreneurial environment working under the pressure of competing and sometimes conflicting deadlines.

Preparation of monthly and quarterly sales tax, excise tax and gross receipts tax returns for multiple states.
Filing of escheatment returns and research of escheatment issues
Assist with various ad hoc tax projects, tax audits and initiatives.
Research various sales and use tax issues to ensure compliance with changing regulations and rules.
Provide support and preparation of schedules with outside tax advisors for the information necessary to complete preparation of federal, state, and local tax returns and estimated tax payments as well as the apportionment schedules for the tax provision.
Assist Tax Director with responses to Federal and State notices and audit requests as needed.
Assist with sales tax accruals and other analysis on a monthly and quarterly basis.
Provide support and assistance with preparation of supporting schedules for the tax provision ASC 740.
Assist with tax issues related to stock option exercises.

Qualifications:

Bachelor Degree in Accounting, Finance or similar field (Must have taken specific courses related to taxation.)
3- 5 years of experience in corporate taxation, preferably some of the experience in Public Accounting with emphasis in State tax including sales and use tax
Excellent business writing and communication skills.
Advanced excel skills
Software knowledge of Prosystem and Vertex would be preferred but not required.
Ability to thrive in a fast-paced, entrepreneurial environment working under the pressure of competing and sometimes conflicting deadlines.

Bachelorâs degree in Accounting or related field.
Masterâs degree in Accounting or related field is preferred.

Skills:

Thorough understanding of GAAP and GAAS.
Proficient with Microsoft Excel, Word, Outlook.
Excellent written and verbal communication skills.
Team orientation and strong interpersonal skills.
Strong project management skills.
Sufficient technical skills to perform the essential duties and responsibilities of this position.
CPA strongly preferred.
3 â 5 years or more of public accounting experience, industry, or a combination of public accounting and industry experience, or its equivalent.
Thorough understanding of common audit procedures and techniques.
Demonstrate independent thinking and strong decision-making skills.

Client Service - Provide executive level guidance and consultation to the client working independently or with a Partner.
Work independently, or with Partner, in the following areas:
Estate Planning
Life/Disability/Long Term Care Insurance
Retirement Accounts: Pension/SEP IRA
Investment Accounts
Construction Projects
Home Purchase/Sales
Financial statement and ledger review on assigned clients.
Assist and work with Business Management and Tax Staff on client related projects.
Ensuring compliance with professional standards and Firm policies as they relate to the product released to the Clients.
Special projects for clients as assigned by the Managing Partner.
Support and educate staff while assisting in the growth and the development of the Firm's professional team members.

Job Qualifications and Requirements

Must be an active Certified Public Accountant.
Must have a Bachelor's Degree/Accounting Degree - Master's Degree a plus.
Strong accounting knowledge and analytical/problem solving skills.
Strong leadership training and mentoring skills. Ability to thrive in a dynamic team environment.
Professionalism, dependability, integrity and trustworthiness combined with a cooperative attitude.
Must have professional office experience and the ability to work with top level management and executives.
The ability to communicate verbally and in writing so that others will understand. Must be able to give direction and take direction with little to no supervision.
Must be able to handle multiple interruptions and adjustments to priorities throughout the day/week.
Must be able to communicate effectively with diverse individuals. Must have the ability to handle situations calmly and efficiently ranging from routine to emergency.

Inputs information provided by client in the form of invoices, bills, checks or other registers. Performs check runs utilizing several different software packages, including Datafaction and Imaging and QuickBooks.
Prepares journal entries.
Performs bank reconciliations and traces discrepancies.
Receives and inputs clientsâ accounts payable invoices and generates payments.
Prepares appropriate schedules and reports as requested by clients and partners.
Handles clientsâ payrolls.
Spends time at clientsâ offices for special projects, client personnel training, setting up of accounting systems, and performing tasks at clientâs office which are outlined in 1 thorough 6 above. This will require traveling to clients throughout southern California area.
Month-end and Quarter-end duties include compilation of financials, sales tax and payroll tax returns.
Reviews 1099's and W-2's prepared for clients.

Working Conditions:

Some Overtime during December, January and February.
Occasional same day travel for work at clientsâ offices, meetings, and seminars using a personal vehicle.

POSITION REQUIREMENTS

Knowledge, skills and abilities:
At least 1 year of experience with QuickBooks.
Datafaction experience REQUIRED
Ability to perform several tasks concurrently with ease and professionalism.
Ability to operate ten-key calculator, computer, and other general office equipment.
Knowledge of computerized accounting, but must be able to do a manual set of books.
Knowledge of regulatory requirements of processing payroll accounting transactions and payroll returns.
Preferred Bookkeeper Certification

Minimum Qualifications:

Minimum of 1 year bookkeeping experience including accounts payable, accounts receivable, payroll, general ledger and financial reports.
Some QuickBooks experience

Success Factors:

Ability to communicate clearly and concisely, verbally and in writing, in English.
Must be able to keep client matters strictly confidential.
Must have excellent interpersonal skills and customer service skills.

EOE STATEMENT

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview or apply directly on our website at http://jobs.regalexecutivesearch.com/
]]> Thu, 18 Aug 2016 00:00:00 PDT 0 <![CDATA[Audit Senior - Non Profit]]> Audit Senior Associate

Summary:

Our client is a full service public accounting firm that are seeking professionals who demonstrate competency and technical skills, work quality and the application of the accounting standards.

Applicants must have excellent written and oral communication skills, strong interpersonal skills and an ability to work in a demanding environment.

Nonprofit experience is useful.

We offer competitive salaries and benefits.

We specialize in providing accounting, auditing, tax and management consulting services exclusively to over 200 nonprofit organizations throughout the state of California.

Our clients include childcare providers, foster care agencies, nonpublic schools, foundations, museums and community-based organizations.

Each member of our team takes great pride in knowing we are using our expertise to help organizations like those listed above make a difference in the community.

Feeling as we do, we are committed to adding talented, hardworking, people-oriented professionals to our team.

Education:

Bachelorâs degree in Accounting or related field.
Masterâs degree in Accounting or related field is preferred.

Skills:

Thorough understanding of GAAP and GAAS.
Proficient with Microsoft Excel, Word, Outlook.
Excellent written and verbal communication skills.
Team orientation and strong interpersonal skills.
Strong project management skills.
Sufficient technical skills to perform the essential duties and responsibilities of this position.
CPA candidate required, CPA strongly preferred.
2+ years or more of public accounting experience, industry, or a combination of public accounting and industry experience, or its equivalent.
Thorough understanding of common audit procedures and techniques.
Demonstrate independent thinking and strong decision-making skills.

There are no current levels between this position and the Tax Director.
You get to see the “big” picture!
While this position will primarily be responsible for State and Local income tax filings and audits, you will also have exposure and opportunities to become involved in a broad scope of tax issues to help you develop stronger “generalist” skill sets over time.

Primarily responsible for state and local income tax filings and audits. This position will also work in coordination with the Tax Director, Parent Company and Tax Consultants relating to other business tax and reporting issues.

Primary responsibilities include:

Tax Compliance â prepare state and local returns and estimated tax payments
Tax Research â federal state, local and foreign tax laws and regulations as needed
Income Tax Provisions â assist with quarterly preparation
Tax Audit â manage and oversee tax audits by state and local governmental authorities
Special Projects â assist in variety of other projects as assigned
Requirements:
Bachelorâs Degree in Accounting (CPA and/or MST or in progress is a plus)
2+ years of relevant tax experience (multi-state income tax, sales and property tax rules)
Proactive ability to perform tax research
MS Office proficiency (Excel and Word) and OneSource and/or SAP software helpful
Ability to effectively communicate and build working relationships with internal colleagues, parent company,
and 3rd party vendors.
Ability to “own” current responsibilities with a desire to learn and broaden knowledge in other areas of tax.

Benefits:

Attractive base salary with annual discretionary bonus
Tuition reimbursement program
On-site fitness center
Relocation assistance will be considered for qualified candidates
Mentoring and career development provided by current Tax Director of 17 years!

Preparation and detail review of complex federal and state income tax returns for individuals, and diverse business entities, including corporations (C, S and LLC), partnerships, trusts, estates, and foundations.
Proactive tax planning and coordination of tax strategies with the client and engagement team.
Correspondence with the client and tax authorities and internally with partners and other team members (good communication skills and the ability to work independently with partners, clients and third parties are critical to this position).
Performing complex tax research in response to client tax matters and preparation of research memos.
Management of and communication with multiple clients, including monitoring budgets and production goals.
Assisting with development and implementation of firm procedures and processes.
Supervising other team members, including: mentoring, coaching, training and evaluating.
Building new and existing client relationships.

Complex tax return preparation and review (individual, corporation, partnership, fiduciary, and exempt organization)
Prepare tax projections
Assist with reviewed and compiled financial statements for clients as required
Tax research
Correspond with tax authorities for notices and/or audits
Train and develop staff accountants
Experience preparing payroll, 1099âs and sales and use tax is a plus

Qualified candidates must meet the following requirements:

CPA preferred
Bachelorâs degree in Accounting;
Minimum of 5 yearsâ experience in public accounting
Proficient with Lacerte tax software
Ability to meet multiple deadlines
Must be able to handle multiple tasks concurrently with ease and professionalism and have attention to detail
Strong written and verbal communication skills
Must be able to work independently
Must prefer to work in a collegial environment

Ensure compliance with the tax law, regulations, and rules are completed on a timely and accurate basis
Provide direct and indirect tax support to business units
Thoroughly research tax issues and positions
Review work papers and research.

These activities span taxation matters in international, federal and state jurisdictions and you will interact with divisional controllers, corporate executives and outside legal and accounting advisors to ensure the tax structure is strategically ideal and compliant for a complex organization embedded in many different industries and localities.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Work with outside advisors to develop and implement tax strategies and initiatives
Coordinate with divisional controllers/managers and accounting firms to ensure tax filings and compliance is managed and in order
Interact with advisors and accounting firms to establish and administer foreign tax matters and cash repatriation activities
Interact with finance department to assist with financings and strategic initiatives in terms of optimizing tax consequences, including tax due diligence and structuring
Perform accounting and tax analyses
Assist with cash management, including for both domestic and foreign activities
Participate in and manage affiliate loans and transactions
Liaise with taxing and regulatory authorities related to inquiries, notices, audits and other items
Manage various compliance and regulatory requirements
Assist with organizationâs accounting audits, accounting and finance matters

QUALIFICATIONS

Undergraduate degree in Accounting or other relevant field; CPA or MBT required
Minimum 8 yearsâ experience in credible accounting or tax position with substantial taxation experience within a reputable organization or accounting/CPA firm
Entertainment, media, Internet, gaming, or publishing industry experience preferred
Demonstrated successful experience working with complex tax strategies in multiple jurisdictions, including domestic and international
Excellent written and oral communication skills
Great team player with solid interpersonal skills
Proven ability to be a superior strategic thinker and simultaneously execute on the details
Excellent analytical, organizational and abstract reasoning skills; have a natural ability for being detailed oriented and accurate with numbers and reporting
Strong ability to plan and organize multiple projects under strict deadlines
Level headed and able to thrive in a dynamic and complex environment

Direct client interaction
Review bookkeeping, reconcile accounts, correct client original postings
In-house bookkeeping from client records in QuickBooks
Reconcile accounts; provide monthly or quarterly balance sheet and profit and loss statements to clients.
Preparation of sales tax, payroll tax and personal property tax returns
Heavy Accounts payable required for the client
Work alongside with a helpful team
Support the Business Management and Accounting Group as needed

Requirements:

Must know accrual & cash base accounting
Strong QuickBooks experience
Fundamental accounting knowledge (will be tested)
Strong communication skills
Ability to problem solve on the spot and interact with clients
Accountant Payables full cycle
Sales tax, payroll tax and personal property tax knowledge and experience
Good organization skills
Ability to work in a team environment as well as independently

5 weeks Compensated Time Off annually
Medical, dental, vision and life insurance
401(k) Plan with matching contributions
Flexible Spending Account (with PPO Medical Plan)
Health Savings Account (with High Deductible Medical Plan)
Professional Licensing and CPE paid for by the firm
7 holidays per year

Requirements

Bachelorâs degree or masterâs degree in accounting or other related program
CPA or substantial progress towards certification
3-6 years' public accounting experience
Supervisory experience
Communication and time management skills

]]> Thu, 28 Jul 2016 00:00:00 PDT 0 <![CDATA[Tax Accounting Manager]]> CPA TAX MANAGER

our client is looking for an experienced, highly motivated and energetic Tax Manager to lead and manage multiple tax engagements to deliver quality tax services to our clients.

The Tax Manager will build relationships and interact with clients to provide excellent planning, consulting and expertise; review federal and state income tax returns for individuals, businesses, fiduciary/trust returns, and exempt organizations; perform tax research; provide innovative tax planning; identify and mitigate task risks; train and supervise tax staff and assess their performance; manage and coordinate tax audits; and improve processes by developing or implementing best practices.

A successful candidate for the Tax Manager role will have experience conceptualizing, developing, and monitoring the work flow for tax preparation in a public accounting setting.

Managers are expected to develop their own professional networks.

This position offers excellent opportunities for leadership, training and mentoring younger staff, and partnership potential.

Benefits:

6 weeks Compensated Time Off annually
Medical, dental, vision and life insurance
401(k) Plan with matching contributions
Flexible Spending Account (with PPO Medical Plan)
Health Savings Account (with High Deductible Medical Plan)
Professional Licensing and CPE paid for by the firm
7 holidays per year

Requirements

BS in Accounting or MS in Taxation
CPA certification
5+ years of very recent experience within a CPA firm
Excellent knowledge of tax accounting, tax compliance and all types of tax returns
Detail oriented and highly analytical
Experience with state and federal tax audits
Research proficiency using RIA and CCH platforms
Superior accounting and analytical skills

Proficiency using Engagement, Excel, Word and Outlook

]]> Thu, 28 Jul 2016 00:00:00 PDT 0 <![CDATA[Tax Senior Accountant (ASC 740)]]> Senior Tax Associate

Our client is a regional accounting firm in the San Francisco bay area with an immediate opening for a Tax Senior in their San Jose office.

Job location:

This position is available in San Jose, California or San Francisco, California.

Why us:

We offer a unique opportunity and require a unique individual.
We are not hindered by the attest relationship audit firms impose on their tax personnel.
We are free to passionately pursue our work without any strings attached or constant red tape on a prospective proposal that tax professionals face in a large or a mid-tier audit firm.
We operate as a meritocracy for those entrepreneurial spirted tax personnel. You will find our compensation and bonuses for those who strive to perform, to sell, to market, is second to none in the Bay Area. Due to our rapid growth, we have unlimited upside and would enjoy meeting with you to discuss our incredible opportunity and offer you the same success we have enjoyed the past 13 years.

Purpose of your job:

Company management, Boards of Directors, and external auditors must be confident in the ability of the ASC 740 service provider to consistently identify and address all issues in a highly complex process that requires ever increasing accuracy and efficiency. We believe this can only be achieved through specialization. As the only firm in the Bay Area solely dedicated to specializing in ASC 740 accounting for income taxes, we have developed the core knowledge center of tax provision expertise and best practices necessary to succeed with public registrants and privately help venture backed corporations. Together, our purpose will be providing this challenging service to our existing client base which is centered on corporationâs immersed in the various Bay Area technology sectors.

Work youâll do:

Unlike firms who strive to offer everything to everyone, your focus is defined by your job purpose, ASC 740 tax provision preparation. There is no better way to become an exceptional tax professional than tackling, ASC 740, the project that touches all areas of taxation. You will have knowledge of transfer pricing practices, equity shifts, IP migrations, state apportionment and R&D credit methodologies and current accounting law changes such as ASU 2016-09.
We can help you reach this extensive knowledge base as you continue to grow and develop as a professional with our company. All of our internal product and personnel development efforts revolve around this single tax process of corporate provisions, yet included in such development is a plethora of global tax matters. What you achieve here is beyond the standard “silo” approach most firms offer, which inherently limits your growth as a tax professional. As a Senior Tax Associate with our company, the work around ASC 740 preparation is extensive and our desire is for you to be well versed in all areas necessary to perform a complex provision. This professional growth simply cannot be achieved by other firms.

Key responsibilities:

As discussed above, corporate tax provision preparation, review and analysis are key and includes interim and annual tax provision calculations covering adjusting journal entries, tax account reconciliation, effective tax rate calculation, federal/state/foreign income/franchise tax expense, deferred inventory schedules, tax attribute carryforward schedules, ASC 740-10 reserve analyses, foreign tax credit calculations, research credit calculations, stock based compensation calculations, provision to return reconciliations, and footnote/MD&A disclosures.
Other areas that will require attention from you would be corporate tax compliance, audit notice responses, IRC §§ 382/383 tax attribute limitations calculations, supporting memoranda/executive summaries, foreign bank account and other informational reporting forms, tax law research, due diligence, purchase price accounting, and other mergers and acquisitions related tasks.
Training associates and managing client deadlines for Tax Managers are also required for these responsibilities

To qualify, candidates should have:

Bachelor or Masters in Accounting or Taxation required, preferred CPA or other credentials
Requisite experience for Senior Tax Associate should include 3+ years experience in core federal tax compliance
Leadership skills showcasing strong work ethic, problem solving skills, and decision making abilities
Strong written and verbal communication skills, interpersonal skills, and organizational skills
Proven experience in organizing workloads and meeting deadlines
Proficient in MS Office systems such as Excel, Work, PowerPoint; prefer knowledge in GoSystems Tax

We offer a unique opportunity and require a unique individual.
We are not hindered by the attest relationship audit firms impose on their tax personnel.
We are free to passionately pursue our work without any strings attached or constant red tape on a prospective proposal that tax professionals face in a large or a mid-tier audit firm.
We operate as a meritocracy for those entrepreneurial spirted tax personnel. You will find our compensation and bonuses for those who strive to perform, to sell, to market, is second to none in the Bay Area. Due to our rapid growth, we have unlimited upside and would enjoy meeting with you to discuss our incredible opportunity and offer you the same success we have enjoyed the past 13 years.

Unlike firms who strive to offer everything to everyone, your focus is defined by your job purpose, ASC 740 tax provision preparation. There is no better way to become an exceptional tax professional than tackling, ASC 740, the project that touches all areas of taxation. You will have knowledge of transfer pricing practices, equity shifts, IP migrations, state apportionment and R&D credit methodologies and current accounting law changes such as ASU 2016-09.
We can help you reach this extensive knowledge base as you continue to grow and develop as a professional with our company. All of our internal product and personnel development efforts revolve around this single tax process of corporate provisions, yet included in such development is a plethora of global tax matters. What you achieve here is beyond the standard “silo” approach most firms offer, which inherently limits your growth as a tax professional. As a Senior Tax Associate with our company, the work around ASC 740 preparation is extensive and our desire is for you to be well versed in all areas necessary to perform a complex provision. This professional growth simply cannot be achieved by other firms.

Key responsibilities:

As discussed above, corporate tax provision preparation, review and analysis are key and includes interim and annual tax provision calculations covering adjusting journal entries, tax account reconciliation, effective tax rate calculation, federal/state/foreign income/franchise tax expense, deferred inventory schedules, tax attribute carryforward schedules, ASC 740-10 reserve analyses, foreign tax credit calculations, research credit calculations, stock based compensation calculations, provision to return reconciliations, and footnote/MD&A disclosures.
Other areas that will require attention from you would be corporate tax compliance, audit notice responses, IRC §§ 382/383 tax attribute limitations calculations, supporting memoranda/executive summaries, foreign bank account and other informational reporting forms, tax law research, due diligence, purchase price accounting, and other mergers and acquisitions related tasks.
Training associates and managing client deadlines for Tax Managers are also required for these responsibilities

To qualify, candidates should have:

Bachelor or Masters in Accounting or Taxation required, preferred CPA or other credentials
Requisite experience for Tax Service Manager should include 5+ years experience in core federal tax compliance
Leadership skills showcasing strong work ethic, problem solving skills, and decision making abilities
Strong written and verbal communication skills, interpersonal skills, and organizational skills
Proven experience in organizing workloads and meeting deadlines
Desire to participate in engagement economics, strategic planning, campus recruiting, and marketing campaigns
Proficient in MS Office systems such as Excel, Work, PowerPoint; prefer knowledge in GoSystems Tax

Experience conducting tax interviews with clients and providing feedback
Proficient in Lacerte
Prepare Individual, Business, and Fiduciary Tax Returns
5 years of experience
Excellent Computer Skills
Analytical Skills
CPA, EA, or CTEC with valid PTIN
General knowledge of current tax laws and credits
Must be punctual, reliable and self-motivated
Strong attention to detail

Software Used

Intuit Lacerte software
Intuit QuickBooks software
Trial Balance CS
RIA tax research
Microsoft Outlook
Microsoft Excel
Office Tools

Education and Experience

Years of Experience: 5

Education: Bachelor's Degree Degree or Formal

Training: Accounting License, Certificate Or Registration: CPA

Additional Information

Required:

5 years management experience within a tax and accounting office

Required license or certification:

Salary: DOE
]]> Mon, 25 Jul 2016 00:00:00 PDT 0 <![CDATA[Tax Accounting Manager (ASC 740)]]> Tax Manager

Our client is a regional accounting firm in the San Francisco bay area with an immediate opening for a Tax Manager in their San Jose office.

Why us:

We offer a unique opportunity and require a unique individual.
We are not hindered by the attest relationship audit firms impose on their tax personnel.
We are free to passionately pursue our work without any strings attached or constant red tape on a prospective proposal that tax professionals face in a large or a mid-tier audit firm.
We operate as a meritocracy for those entrepreneurial spirted tax personnel. You will find our compensation and bonuses for those who strive to perform, to sell, to market, is second to none in the Bay Area. Due to our rapid growth, we have unlimited upside and would enjoy meeting with you to discuss our incredible opportunity and offer you the same success we have enjoyed the past 13 years.

Unlike firms who strive to offer everything to everyone, your focus is defined by your job purpose, ASC 740 tax provision preparation. There is no better way to become an exceptional tax professional than tackling, ASC 740, the project that touches all areas of taxation. You will have knowledge of transfer pricing practices, equity shifts, IP migrations, state apportionment and R&D credit methodologies and current accounting law changes such as ASU 2016-09.
We can help you reach this extensive knowledge base as you continue to grow and develop as a professional with our company. All of our internal product and personnel development efforts revolve around this single tax process of corporate provisions, yet included in such development is a plethora of global tax matters. What you achieve here is beyond the standard “silo” approach most firms offer, which inherently limits your growth as a tax professional. As a Senior Tax Associate with our company, the work around ASC 740 preparation is extensive and our desire is for you to be well versed in all areas necessary to perform a complex provision. This professional growth simply cannot be achieved by other firms.

Key responsibilities:

As discussed above, corporate tax provision preparation, review and analysis are key and includes interim and annual tax provision calculations covering adjusting journal entries, tax account reconciliation, effective tax rate calculation, federal/state/foreign income/franchise tax expense, deferred inventory schedules, tax attribute carryforward schedules, ASC 740-10 reserve analyses, foreign tax credit calculations, research credit calculations, stock based compensation calculations, provision to return reconciliations, and footnote/MD&A disclosures.
Other areas that will require attention from you would be corporate tax compliance, audit notice responses, IRC §§ 382/383 tax attribute limitations calculations, supporting memoranda/executive summaries, foreign bank account and other informational reporting forms, tax law research, due diligence, purchase price accounting, and other mergers and acquisitions related tasks.
Training associates and managing client deadlines for Tax Managers are also required for these responsibilities

To qualify, candidates should have:

Bachelor or Masters in Accounting or Taxation required, preferred CPA or other credentials
Requisite experience for Tax Service Manager should include 5+ years experience in core federal tax compliance
Leadership skills showcasing strong work ethic, problem solving skills, and decision making abilities
Strong written and verbal communication skills, interpersonal skills, and organizational skills
Proven experience in organizing workloads and meeting deadlines
Desire to participate in engagement economics, strategic planning, campus recruiting, and marketing campaigns
Proficient in MS Office systems such as Excel, Work, PowerPoint; prefer knowledge in GoSystems Tax

Prepare and review of federal and multi-state tax returns for individuals, corporations, partnerships, trusts, exempt organizations, sales, property, payroll, city & business tax returns
Perform advanced technical tax research
Resolve tax notices from taxing authorities
Assist and represent in federal, state and local tax audits
Analyze and review financial statements
Develop and maintain strong client relationships
Self-starter and have the ability to manage and complete multiple projects in a fast paced environment

Qualifications:

CPA
5+ yearsâ recent experience in public accounting and preparation and review of tax returns in a senior or manager capacity
Proficient with accounting/bookkeeping software including QuickBooks (Knowledge of Ultra Tax / Accounting CS software programs are beneficial)
Strong accounting and analytical skills
Detail oriented with ability to multi-task
Excellent interpersonal, verbal and written communication skills

]]> Thu, 21 Jul 2016 00:00:00 PDT 0 <![CDATA[Tax Manager]]> Tax Manager

Summary

Our client, a rapidly growing full service CPA firm with multiple offices in California.

They provide accounting, payroll, auditing, tax and consulting services to individuals, businesses and non-profit organizations.

We are seeking a Tax Manager to join their team in the San Francisco office

DESCRIPTION

The Tax Manager is responsible for the delivery of a full range of tax services for multiple clients in a wide variety of industries.

Responsibilities include interacting closely with clients to provide innovative tax planning, consulting, and compliance expertise; providing primary and secondary review of complex tax returns; developing and managing staff; and working closely with partners and staff on client management, practice development, and business development activities. The Tax Manager is responsible for an assigned group of clients.

The minimum qualifications for Tax Manager are:

Bachelorâs degree in Business Administration, preferably with a major in Accounting or its equivalent, must be a CPA; Master of Taxation degree a plus
5 to 8+ yearsâ experience in the tax practices of large public accounting firms
Proficient in corporate, partnership and individual taxation
Ability to review federal and state tax provisions, footnotes and disclosures
Strong organizational skills and the ability to manage multiple client engagements
The ability to supervise staff associated with tax engagements, including review of returns prepared by staff, and mentoring and training of staff
Outstanding interpersonal skills
Excellent oral and written communication skills
Strong computer skills, working knowledge of MS Word and Excel, familiarity with ProSystem Tax, ProSystem Fixed Assets and ProSystem Trial Balance software a plus

Bachelorâs degree, preferably with a major in Accounting or comparable subject, and preferably a CPA
3 to 5+ years of experience in public accounting
Organizational skills, including an ability to manage multiple engagements
A willingness and desire to work on projects from planning to completion, with an emphasis on quality and timeliness
Ability to identify auditing and accounting issues and to communicate them clearly and timely
Ability to oversee all tasks associated with audit engagements, including mentoring and coaching of audit staff
Excellent oral and written communication skills
Experience with business software applications including Excel

Provides top-level review of federal and multi-state income tax returns for individuals, partnerships, corporations, and trusts; also reviews related income tax workpapers.
Leads teams of seniors and staff accountants.
Oversees planning and scheduling of engagements.
Ensures quality of work product.
Monitors work-flow.
Coaches/mentors individual team members.
Provides formal and informal feedback.
Communicates progress to partners.
Develops business with both existing and new clients.
Develops and maintains strong client relationships with client personnel and prospective clients.
Works closely with clients to advise on income tax issues and related tax planning.

Requirements

Undergraduate degree; Masterâs degree a plus.
CPA certificate.
A minimum of 8 years of relevant experience.
Ability to identify and propose resolutions to complex income tax issues.
Demonstrated advanced project management skills.
Ability to utilize firm technology to enhance client service.
Excellent research skills
Excellent written and verbal communication skills.
Proficiency in Microsoft Office computer programs; QuickBooks, or other accounting software, a plus.

Managers have the primary responsibility to ensure that R&D projects are conducted in accordance with firm standards and completed on time with on budget.
Candidates must demonstrate strong leadership and supervisory skills.
Prior supervisory experience is required.
Managers will be expected to assist in conducting fieldwork. This may include visiting the client location, touring client facilities, investigating relevant facts, analyzing accounting information, preparing cost lead schedules and cost summary schedules, completing appropriate tax computations, and preparing written reports summarizing the findings.
Managers are expected to have a command of federal and some state R&D rules and relevant court cases.
Managers will be required to "multi-task" and manage various project tasks at once. Project managers will be ultimately responsible for the overall project and deliverable.

Qualifications

Required Skills and Experience:

Master's degree in Accounting or Taxation.
Minimum of (7) years of experience in Accounting or Tax in public accounting or consulting. -Intermediate understanding of tax return mechanics.
Candidate must demonstrate ability to manage time, multi-task, and meet deadlines.

Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity
Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary
Delegates and manages tax research projects to achieve an accurate and efficient product
Participates actively in client meetings and tax planning efforts
Acts as a resource for tax preparers/specialists and auditing staff on specific tax issues and/or questions
Assumes tax preparation responsibility for the more complex business returns
Assumes client service responsibility for clients the tax manager works directly with or clients where the responsibility is delegated from the partner
Communicates to the appropriate firm personnel important tax and tax developments affecting the firmâs clients
Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities
Maintains familiarity with qualifications of all tax staff members; reviews staff assignments for appropriateness
Supervises/develops/coaches team members as assigned.
Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids and acting as a coach in professional development programs
Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clientsâ tax returns
People Matter. Leaders Inspire. Excellence Rules.
Possess a complete knowledge of the firmâs philosophy and its opinions on tax matters
Maintains a knowledge of general economic and political trends and stays abreast of possible tax or other legislation that could affect the business climate
A basic familiarity with state and local tax issues that arise with small business clients; assists in responding to state and local audit inquirers and offers advice to clients on how to proceed upon notice of audit
Responsible for billing out tax work and managing tax related accounts receivable for the firm
Meets on a regular basis to ensure the workload is dispersed evenly
Set individual goals that support departmental and firm goals.
Meet budget constraints and deadlines.
Leads/develops/coaches team members.
Perform other duties as assigned.

Education, Experience, and Skills:

Bachelorâs degree in accounting from an accredited college or university
Must have at least 5+ yearsâ experience in public accounting firm, with a concentration in tax.
Partner potential for qualified candidates.
Complete assigned CPE or professional development courses as required annually.
Current and valid CPA license required.

Expectations:

Respect and earn the respect of fellow team members.
Take ownership of identified processes and responsibilities.
Keep open communications with manager and partners.
Perform work with confidence and pride, follow through to completion.
Dependable.
Make informed decisions â discuss with manager when needed.
Grow and learn from past mistakes.
Work in a safe, clean and employee friendly atmosphere.
Work personal/professional development plan.
Must have flexibility with work schedule.

Working Conditions:

Local and overnight travel may be required.
Heavy overtime may be required during busy periods.

Provide tax compliance and advisory services to partnerships, corporations, and S-corporations for a variety of clients from Fortune 100 companies to emerging businesses
Work as part of a multi-disciplinary team helping to provide industry knowledge and experiences
Manage a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients
Manage teams of tax professionals and assistants working on client projects
Advise clients and be responsible for delivering high quality tax service and advice
Participate in and contribute to market and business activities external to the firm
Additional Responsibilities for Senior Manager:
Manage risk and financial performance of engagements including billing, collections, and project budgets
Team with other professionals to identify new marketplace opportunities and grow the tax practice

Qualifications for Both:

Five years of corporate tax experience in an accounting firm, corporation, and/or law firm
Bachelorâs degree from an accredited college/university; licensed CPA, J.D., or LL.M. (Please note that any candidate hired into this position that doesnât currently possess one of the aforementioned credentials/designations will be required to secure one within one year from the commencement of employment)
Strong knowledge of FAS 109
Experience with corporate taxation, consolidations, and partnerships
Experience managing multiple client engagements and client service teams

Additional Qualifications for Senior Manager:

Eight years of corporate tax experience in an accounting firm, corporation and/or law firm
Experience mentoring and counseling staff level team members

Provide tax compliance and advisory services to partnerships, corporations, and S-corporations for a variety of clients from Fortune 100 companies to emerging businesses
Work as part of a multi-disciplinary team helping to provide industry knowledge and experiences
Manage a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients
Manage teams of tax professionals and assistants working on client projects
Advise clients and be responsible for delivering high quality tax service and advice
Participate in and contribute to market and business activities external to the firm
Additional Responsibilities for Senior Manager:
Manage risk and financial performance of engagements including billing, collections, and project budgets
Team with other professionals to identify new marketplace opportunities and grow the tax practice

Qualifications for Both:

Five years of corporate tax experience in an accounting firm, corporation, and/or law firm
Bachelorâs degree from an accredited college/university; licensed CPA, J.D., or LL.M. (Please note that any candidate hired into this position that doesnât currently possess one of the aforementioned credentials/designations will be required to secure one within one year from the commencement of employment)
Strong knowledge of FAS 109
Experience with corporate taxation, consolidations, and partnerships
Experience managing multiple client engagements and client service teams

Additional Qualifications for Senior Manager:

Eight years of corporate tax experience in an accounting firm, corporation and/or law firm
Experience mentoring and counseling staff level team members

Manage tax compliance, tax provision, and tax advisory services to large multi-state/multi-national private and public corporations in a variety of industries; emphasis on corporate tax provisions and compliance
Assist in managing, developing and coaching professional tax staff
Help develop, build and manage client relationships
Provide timely and outstanding client service exceeding client expectations
Review returns prepared by tax associates and seniors
Effectively delegate responsibilities to others, monitoring efforts of engagement teams
Exhibit effective communication and listening skills
Proficiently use technology tools in regular assignments and demonstrate commitment to improving work processes through use of technology
Successfully research complex tax issues, apply findings to projects and clearly communicate those findings in writing

Qualifications:

CPA certification is required
Bachelor's or graduate degree in accounting, finance or related field
Minimum of 5 years related experience in public accounting or corporate tax department
Excellent supervisory and time management skills
Excellent verbal and written communication skills
Experience managing multiple client engagements
Dedication to client service
Proficiency in tax provision software is a plus

Review and analyze internal control methods and processes
Prepare audit programs and financial statements
Prepare management letters and develop cost-efficient financial reporting processes
Review the work of other client service staff for accuracy and determine training and developmental needs
Depending on the engagement, the Audit Senior Associate may supervise up to two other accountants.

Requirements:

Bachelorâs degree in Accounting, Finance, Business, or related equivalent
3-5 years of accounting experience for a public accounting firm or industry experience
Working knowledge of accounting practices and principles in at least one of the following industries: real estate, construction, manufacturing, automotive, retail, technology, apparel and textiles, entertainment, importing/exporting, hospitality, and not-for-profit
Self-starter with strong organizational, interpersonal, written, and verbal communication skills who can interact with all levels of the organization, both internally and externally
Integrity within a professional environment and a dedication to teamwork and leadership
CPA certification or in progress is a plus.

Benefits:

We have assembled a competitive compensation package to reward our employees for their efforts, commitment, and expertise which includes:

Medical, dental, vision, life, and disability insurance
Minimum 22 personal days off and 7 paid holidays for our client service staff
401(k) and other benefit plans
Paid training opportunities and continuing professional education
Reimbursement for CPA review courses
Reimbursement for professional membership fees
Rideshare reimbursement

]]> Sat, 09 Jul 2016 00:00:00 PDT 0 <![CDATA[Tax Accounting Manager]]> Tax Manager

Summary:

Our client is a large full service public accounting firm that is consistently ranked as a top firm to work for in Cincinnati.

They have been providing tax and accounting services to all levels of privately held businesses, from one-person operations here in Cincinnati to multi-million dollar companies with offices throughout North America.

They are proud to be a 2010 and 2012 finalist and 2011 winner of the Cincinnati Business Courierâs Best Places to Work award and to have been recently honored by the Goering Center with a first place award at their Family & Private Business All-Star Awards event.

Due to continued growth, we are currently seeking a self-motivated, analytical, self-starter to lead engagements at our beautiful Cincinnati office.

You will review tax returns including individual, corporate, partnership and fiduciary, with a concentration in pass-through entities; complete complex tax research & planning; manage client relationships; be an integral part of the management team including recommending policies & procedures and oversee, develop and train tax staff.

Requirements:

Bachelorâs Degree in Accounting or related field
7+ years of recent public accounting experience
CPA license
Strong communication, client service, organizational and PC skills including Microsoft Office & Adobe Acrobat proficiency (ProSystem proficiency is a plus)
Ability to juggle many projects simultaneously

We know we are only as good as our people. We are proud to offer a generous compensation and benefits package, a career development program tailored to your individual needs, a business-casual, family-oriented atmosphere and an exciting and rewarding professional experience.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview or apply directly on our website at http://jobs.regalexecutivesearch.com/
]]> Fri, 08 Jul 2016 00:00:00 PDT 0 <![CDATA[Tax Accounting Manager]]> Tax Manager

Summary:

Our client is a multi-national accounting firm.

They help companies understand national, state and local, and international tax structures and align the tax function with business objectives.

Position Summary:

Within the area of international tax, the goal of any organization should be to align global effective tax rate reduction and efficient global cash utilization with overall business strategy. Professionals in the international tax practice help multinational clients integrate tax planning into their overall business strategy and comply with both US and international regulatory requirements. Whether a company is engaged in a merger or acquisition, maintaining compliance with multi-jurisdictional business transactions, or streamlining multi-national supply chain, Company Tax's international tax professionals concentrate efforts on international compliance, research, consulting and planning issues.

Due to our broad reach and significant growth, our International Tax practice is currently looking to add Managers. Our International Tax Managers have in-depth, first-hand experience in a wide range of industries. They must be familiar with the tax consulting process and the professionalism necessary for the effective diagnosis, solution, development and implementation of clients' tax needs. In addition, they direct complex tax research, formulate tax-planning strategies and perform tax reviews. This position involves advising U.S. and foreign multinational companies on the tax implications of their international operations as well as coordinating U.S. tax laws with foreign tax laws to develop an optimal worldwide tax strategy. They are also responsible for supervising assignments by company Tax Consultants and seniors and will provide them with leadership, counseling and career guidance. They have proven extensive technical expertise and have developed their reputation within the International Tax profession.

Four or more years of corporate tax experience, preferably with several focused on international taxation. We will invest by training and teaching international tax to high quality candidates with either corporate or partnership tax experience.
Experience with other large accounting firm, law firm, or large corporate tax department of a multinational company is required
Consulting and compliance experience is needed
Excellent research skills and strong written and verbal communications skills required
Excellent project management and presentation skills required
Prior supervisory experience required
Bachelor's in Accounting, Masters in Taxation, Masters in Accounting, or JD/LLM (with undergrad in business related field) required
CPA preferred
Some travel required

Bachelorâs degree in Business Administration, preferably with a major in Accounting or its equivalent, and preferably a CPA; Master of Taxation degree a plus
3 to 6 years of tax and accounting experience within a public accounting firm
Proficiency in corporate, partnership and individual taxation, including the ability to review returns prepared by staff and to provide planning, research and compliance services to our clients
Strong organizational skills and the ability to manage multiple client engagements
The ability to supervise staff associated with tax engagements, including mentoring and training of staff
Excellent oral and written communication skills
Strong computer skills, working knowledge of MS Word and Excel, familiarity with ProSystem Tax, ProSystem Fixed Assets and ProSystem Trial Balance software a plus

]]> Wed, 22 Jun 2016 00:00:00 PDT 0 <![CDATA[Tax Manager]]> Tax Manager

Responsibilities of the Tax Manager:

Manage and execute on engagements
Deliver excellent client service on federal income tax matters
Demonstrate a strong understanding of federal tax laws and problem solving
Research and draft technical memoranda on various tax issues
Perform business development and identify tax service opportunities
Initiate and execute a marketing plan for the acquisition or expansion of professional services
Conduct research and planning to resolve client issues according to applicable tax laws and regulations
Minimize tax liability through sound and informed application of laws and regulations
Provide assistance during tax audits
Respond to notices from tax authorities
Direct client contact involving income tax matters, transactional consulting, tax research, and compliance.
Ability to anticipate client questions and prepared to respond with practical and solutions that can be implemented
Maintain a complete knowledge of the Firmâs philosophy and be conversant with its reports, letters and manuals relating to matters of policy and other tax position philosophies
Manage client engagement with regard to budget and deadlines
Involved with all phases of engagement through completion while exercising best practices in regard to the proper sequence of engagement events and the anticipation of problems and identification of potential solutions

]]> Tue, 21 Jun 2016 00:00:00 PDT 0 <![CDATA[Tax Manager]]> Tax Manager

Summary:

Our client is a large regional full service public accounting firm that is consistently ranked as a top 50 firm nationally. They have nearly 10 offices in multiple states

Recently named a BEST PLACE TO WORK nationwide,

They serve a broad range of clients including large national and international companies, public and privately-held businesses, nonprofit organizations and governmental entities.

Our Austin office is currently seeking a friendly, enthusiastic, high-energy individual to join our Firm as a Manager in our Tax department.

Essential Duties and Responsibilities include the following. Core Competency is the demonstrated ability to carry out the primary responsibilities of the job which should be reflected in the essential duties section of the job description.

Demonstrate effective research and problem solving skills.
Perform technical review of complex tax returns and research. Accounting specialists perform technical reviews of complex financial statements and special projects. Accounting services specialists demonstrate the ability to review and research complex GAAP and reporting issues.
Provides feedback on performance to members within the Firmâs reporting process, monitors CPE needs and requests specialized training for staff.
Prepares client ready deliverables that require few content changes by Senior Managers and Partners.
Responsible for assisting and actively participating in the development of departmental training, methodology and tools.
Monitor engagement progress against client expectations.
Expanded involvement in billing responsibilities and related issues.
Expanded involvement in firm and service line administrative duties as requested.
Develop advanced knowledge in niche area.
Responsible for ensuring engagement staff follow up on open items and issues and that engagement deliverables are completed timely.
Demonstrate the ability to build networks of contacts and to identify opportunities for cross selling Firm services to clients by focusing on client service skills and building strong relationships with clients.
Participate in the proposal process.
Consistent completion of tax returns or financial statements.
Takes a leadership role directed to staff and clients in directing engagements by actively managing the engagement responsibilities, which includes drafting engagement letters, providing status to the client and/or audit team as appropriate, managing actual hours incurred versus budgeted hours, and billing clients.
Assist and mentor staff, actively cultivating an environment that challenges, encourages, and fosters learning.
Demonstrates the ability to plan, execute, and deliver work independently with limited supervision on large complex engagements.
Supervise staff on multiple concurrent engagements.
Monitor and supervise progress of staff, where applicable, in all engagement phases; provide performance feedback when needed.
Perform a review of the work prepared by others for coverage, completeness, accuracy, and technical proficiency.
Effectively delegate tasks to facilitate professional development and efficient utilization of firm resources.
Demonstrate an advanced understanding of tax return processes and financial statements.
Work closely with all experienced team members to identify and resolve issues encountered in completing engagement objectives through effective and timely communication.
Consistently take ownership of assigned engagement objectives and demonstrate the ability to plan multiple concurrent engagements while maintaining the department staff schedule.
Keep team members apprised of engagement and scheduling issues on a timely basis.
Work with direct report manager to develop an appropriate plan of professional development, professional reading, and CPE, and take responsibility to ensure that plan is achieved.
Demonstrate an advanced understanding of the clientâs operations, accounting systems, financial condition, and the industry in which it operates.
Establish and maintain a good working relationship and demonstrate effective communication with client personnel at appropriate levels.
Maintain appropriate professionalism in client and team interactions.
Responsible for ensuring that deliverables and workpapers produced by team members are clear and concise and comply with firm standards.
Identify and develop budget and deadline considerations and strive for adherence.
Adhere to the Firmâs policies and procedures, ACTION philosophy, demonstrate their importance to others, and provide input to management on suggested modifications to Firm policies and procedures as necessary
Be familiar with and adhere to relevant ethical requirements of the AICPA, contained in the Code of Professional Conduct, the Texas State Board of Public Accountancy, and the Texas Society of CPAâs in discharging their professional responsibilities.
Perform other duties as assigned.

Education:

Bachelorâs degree in Accounting or related field.
Masterâs degree in Accounting or related field preferred.

Skills:

Excellent written and oral communications skills.
Team orientation and strong interpersonal skills.
CPA with 5-7 or more years of experience in public accounting.
Possess technical knowledge sufficient to perform the essential duties and responsibilities of the position.
Demonstrates independent thinking and strong decision-making skills.
Proven ability to manage and develop staff.
Strong relationship management and practice development skills.
Experience with a variety of industries and all aspects of federal tax laws.
Tax Managers possess a thorough understanding of individual, partnership, S-Corp, C-Corp returns, research and general business planning knowledge.
Accounting Managers possess a thorough understanding of accounting issues and financial statement preparation.

Demonstrate effective research and problem solving skills.
Perform technical review of complex tax returns and research. Accounting specialists perform technical reviews of complex financial statements and special projects. Accounting services specialists demonstrate the ability to review and research complex GAAP and reporting issues.
Provides feedback on performance to members within the Firmâs reporting process, monitors CPE needs and requests specialized training for staff.
Prepares client ready deliverables that require few content changes by Senior Managers and Partners.
Responsible for assisting and actively participating in the development of departmental training, methodology and tools.
Monitor engagement progress against client expectations.
Expanded involvement in billing responsibilities and related issues.
Expanded involvement in firm and service line administrative duties as requested.
Develop advanced knowledge in niche area.
Responsible for ensuring engagement staff follow up on open items and issues and that engagement deliverables are completed timely.
Demonstrate the ability to build networks of contacts and to identify opportunities for cross selling Firm services to clients by focusing on client service skills and building strong relationships with clients.
Participate in the proposal process.
Consistent completion of tax returns or financial statements.
Takes a leadership role directed to staff and clients in directing engagements by actively managing the engagement responsibilities, which includes drafting engagement letters, providing status to the client and/or audit team as appropriate, managing actual hours incurred versus budgeted hours, and billing clients.
Assist and mentor staff, actively cultivating an environment that challenges, encourages, and fosters learning.
Demonstrates the ability to plan, execute, and deliver work independently with limited supervision on large complex engagements.
Supervise staff on multiple concurrent engagements.
Monitor and supervise progress of staff, where applicable, in all engagement phases; provide performance feedback when needed.
Perform a review of the work prepared by others for coverage, completeness, accuracy, and technical proficiency.
Effectively delegate tasks to facilitate professional development and efficient utilization of firm resources.
Demonstrate an advanced understanding of tax return processes and financial statements.
Work closely with all experienced team members to identify and resolve issues encountered in completing engagement objectives through effective and timely communication.
Consistently take ownership of assigned engagement objectives and demonstrate the ability to plan multiple concurrent engagements while maintaining the department staff schedule.
Keep team members apprised of engagement and scheduling issues on a timely basis.
Work with direct report manager to develop an appropriate plan of professional development, professional reading, and CPE, and take responsibility to ensure that plan is achieved.
Demonstrate an advanced understanding of the clientâs operations, accounting systems, financial condition, and the industry in which it operates.
Establish and maintain a good working relationship and demonstrate effective communication with client personnel at appropriate levels.
Maintain appropriate professionalism in client and team interactions.
Responsible for ensuring that deliverables and workpapers produced by team members are clear and concise and comply with firm standards.
Identify and develop budget and deadline considerations and strive for adherence.
Adhere to the Firmâs policies and procedures, ACTION philosophy, demonstrate their importance to others, and provide input to management on suggested modifications to Firm policies and procedures as necessary
Be familiar with and adhere to relevant ethical requirements of the AICPA, contained in the Code of Professional Conduct, the Texas State Board of Public Accountancy, and the Texas Society of CPAâs in discharging their professional responsibilities.
Perform other duties as assigned.

Education:

Bachelorâs degree in Accounting or related field.
Masterâs degree in Accounting or related field preferred.

Skills:

Excellent written and oral communications skills.
Team orientation and strong interpersonal skills.
CPA with 5-7 or more years of experience in public accounting.
Possess technical knowledge sufficient to perform the essential duties and responsibilities of the position.
Demonstrates independent thinking and strong decision-making skills.
Proven ability to manage and develop staff.
Strong relationship management and practice development skills.
Experience with a variety of industries and all aspects of federal tax laws.
Tax Managers possess a thorough understanding of individual, partnership, S-Corp, C-Corp returns, research and general business planning knowledge.
Accounting Managers possess a thorough understanding of accounting issues and financial statement preparation.

Income tax preparation Tax projections
Light tax research
Review of monthly cash flow reports prepared by firm bookkeepers
Advising bookkeepers on how to book various transactions

Other Information:

Salary for this position will be commensurate with experience.

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview or apply directly on our website at http://jobs.regalexecutivesearch.com/
]]> Mon, 20 Jun 2016 00:00:00 PDT 0 <![CDATA[Accountant Tax Senior]]> Senior Accountant

Description of duties:

Prepare and review federal, state and local tax, including corporation, partnership and individual income tax, sales tax and property tax returns;
Audit, review and compile financial statement engagements;
Research complicated tax issues and prepare tax projections for clients;
Develop and implement accounting solutions by analyzing clients' current procedures and recommending changes;
Answer accounting, financial and tax questions by researching and interpreting data;
Keep current on all accounting and auditing updates, as well as tax legislation, and review changes in tax laws with clients.

Requirements:

Bachelor degree (or foreign degree equiv.) in Accounting or related plus 18 months working experience with CPA firm. The candidate must

be proficient with Lacerte Tax Software, Quickbooks®
have ability to perform tax preparation for individuals, corporations, partnerships, LLCs;
have ability to prepare sales tax and payroll tax returns;
have participated in at least 5 audits;
have ability to do tax research;

]]> Tue, 14 Jun 2016 00:00:00 PDT 0 <![CDATA[Accountant - Bookkeeper]]> Bookkeeper

Our client is a high growth SAAS company based in Los Angeles

About the Job

Responsible for financial bookkeeping, accounting, billing, and Accounts Receivables duties for a fast growing Software as a Service company.

Ideally, we are looking for someone that has experience doing the below functions (hands-on role) in a software / SaaS company and understands associated accounting and book-keeping functions

Accounts Receivable Duties:

Prepare and submit supplier setup documentation
Prepare and submit customer invoices
Code and post payments
Monitor customer accounts for non-payment and delayed payments

Accounts Payable Duties:

Check, verify and process invoices
Sort, code and enter accounts payable data
Obtain approvals for invoice payments
Maintain and Process 1099s for new vendors

Payroll/HR Function:

Set up new hire data in payroll system
Set up monthly payroll for final approval
Prepare and post payroll journal entries to GL
Set up access to benefits enrollment system

G/L:

Assist with month-end close
Assist with entity consolidation and
Perform account reconciliations
Other ad-hoc projects

Qualifications:

Required Experience:

BA/B.Sc. in Accounting or Business
Minimum three yearsâ experience working in an accounting department preferably with a dynamic high-tech, SAAS company
Proficient with MS software (Excel, Word, etc.)
Experience working with multiple accounting ERP software packages
Excellent written and verbal communication skills

Review and maintain General Ledger for a diverse mix of business entities (cash basis and accrual basis).
Reconcile Balance Sheet and Income Statement accounts.
Prepare pension accounting; including Asset Listing and Schedule of Income and Expense.
Process payroll (multi-state), quarterly/annual payroll tax returns including registering entities in various states for payroll; including set-up of EFTPS.
Prepare 1099âs, business tax returns, 571L, sales tax returns, and secretary of state filings.
Interface directly with business managers and their clients in order to customize reporting to meet their needs.
Ad-hoc accounting and consulting projects as needed.

Job Qualifications and Requirements

Must have 5 yearâs business management and/or public accounting firm experience, and previously worked with high net worth/high profile clients.
CPA or CPA in process preferred. College degree preferred.
QuickBooks ProAdvisor
Must possess the ability to lead and manage a team as well as grow the department.
Must have excellent computer skills and have strong knowledge of computerized accounting software. QuickBooks, Excel, Word, Outlook, Lacerte, and Prosystemfx.
Must possess exceptional organizational skills and the ability to handle multiple interruptions and adjustments to priorities throughout the day and week.
Must be able to communicate effectively with diverse individuals and possess the ability to calmly and efficiently address situations from routine to emergency.

Other Information:

The statements contained in this job description reflect general details as necessary to describe principal functions of this job, the level of knowledge and skill typically required, and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize busy season periods, or otherwise to balance workload.

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview. You can also apply directly this and other openings on our website at http://jobs.regalexecutivesearch.com/

]]> Sun, 12 Jun 2016 00:00:00 PDT 0 <![CDATA[Audit Partner - Confidential Search]]> Audit Practice Leader, Construction & Real Estate

Position Summary

Our confidential client is a full service accounting, auditing and financial services firm in Los Angeles, California, they are seeking a highly motivated and experienced Audit Partner to be part of a fast growing company.

Description, Responsibilities & Requirements

The Audit Practice Leader for Construction and Real Estate will be responsible for leading the development, processes and functions of the auditing consultancy services for construction and real estate clients, working closely with other Partners and members of the firm. This is a newly created role which will embrace important new business for the firm, building and championing the Construction and Real Estate audit clients.

Responsibilities will include full leadership of complex audit engagements from start to finish, supervising audit staff effectively and developing strong client relationships.

The firm is open to hiring an individual at a pre-ownership professional level appropriate to the individual's experience and ability to contribute to the firm's success. There is great opportunity for swift advancement and potential ownership in the firm.

Qualifications / Skills / Abilities Sought:

Significant, successful audit leadership experience, managing the full life-cycle of the audit process.
Complete and thorough understanding of accounting and auditing standards in the construction and real estate business sector. Section 42 experience desirable.
Demonstrated ability to establish, manage and develop an audit practice and manage audit programs to run a newly formed department and team focused exclusively on construction and real estate.
Ability to manage a team of people to efficiently and thoroughly complete audits to the clients' satisfaction, serving as a trusted expert in the construction and real estate
Strong interpersonal and leadership skills including listening, providing valuable performance feedback, group problem-solving, conflict resolution, with interviewing and hiring experience.
Excellent written and verbal communication skills to present information clearly and concisely to audit staff and clients.
Good culture fit within an environment of personal accountability and high integrity.
Ability to travel as required to serve client needs.
The firm also has clients with locations in other states.
Strong analytical skills with the ability to conduct research, gather relevant internal and external information and synthesize into a cohesive, concise presentation and/or analysis.
Bachelor's Degree in Accounting, CPA certification required.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview. You can also apply directly this and other openings on our website at http://jobs.regalexecutivesearch.com/
]]> Mon, 06 Jun 2016 00:00:00 PDT 0 <![CDATA[Partner, Tax]]> SENIOR MANAGER / PARTNER, TAX

Position Summary

Our confidential client is a full service accounting, auditing and financial services firm located in Los Angeles, California, they are seeking a highly motivated and experienced Tax Partner to be part of an established and fast growing company.

Description, Responsibilities & Requirements

Experience leading engagements in the Financial Services, Construction, Real Estate, Food Service / Restaurants industries is a plus.

A Top Ranked Accounting Firms 2015, has provided accounting, tax, audit and consulting services to a variety of clients

We pride ourselves on our technical expertise, our experience with privately held businesses

We are currently seeking a dedicated public accounting professional with 8+ years of public accounting experience to manage tax engagements for our clients.

These engagements will include preparation of C-corporation, S-corporation partnership and Individual tax returns as well as managing engagement planning and supervising staff.

This position requires a Bachelorâs degree in Accounting, CPA license and experience leading tax for small and medium sized businesses.

The ability to work effectively in a fast-paced environment and professionally lead an engagement team along with strong communication, project management and technology skills are a must.

Industry experience in Financial Services, Construction, Real Estate, Food Service / Restaurants is a big plus

A Masterâs degree is a plus.

Our client places an emphasis on the professional development of each of our accountants through staff training and mentoring thus assisting everyone in the firm in reaching their fullest potential.

We are proud to offer a competitive salary, a comprehensive benefits package, a diverse and inclusive team-oriented office environment, a sensible work/life balance, and growth opportunity.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview. You can also apply directly this and other openings on our website at http://jobs.regalexecutivesearch.com/
]]> Mon, 06 Jun 2016 00:00:00 PDT 0 <![CDATA[Senior Accounting Manager, Tax]]> Tax Manager

Position Summary

Our client is a full service accounting, auditing and financial services firm located in Pasadena and Woodland Hills in California, they are seeking a highly motivated and experienced tax manager to be part of our growing team.

Their compensation and benefits packages are very competitive. We believe in paying whatever it takes to get the best and the brightest professionals.

Description, Responsibilities & Requirements

Candidate must possess superior communication skills. This position will participate in using revenue generating tax concepts (e.g. cost segregation studies, employment tax credits, R&D credits, etc.) and should have a strong interest in increasing practice development skills. The ideal candidate will possess strong research skills in order to support partners and staff in addressing issues and providing well-supported solutions. Strong technology skills are required (i.e. Lacerte, Practice Solutions, Word, Excel, Outlook and database applications).

Main Responsibilities include:

Assist tax manager with tax research and compliance functions
Assist with developing and implementing revenue generating concepts
Prepare and review tax returns (individual, corporate, partnership, etc.)
Assures compliance with federal, state and local tax laws and regulations
Conducts research and planning according to applicable tax laws and regulations
Prepare sales tax audits, annual tax forms, projections and tax notices
Minimizes tax liability through sound and informed application of laws and regulations
Maintains tax records, related schedules and related reports
Typically requires exercising independent judgment
Other assignments as required

Minimum Requirements

Bachelorâs in Accounting required
Minimum 4 to 5 yearsâ experience
Certified Public Accountant (CPA) required
Masterâs degree in Tax is a plus
Knowledge of commonly-used concepts, practices, and procedures
Proficient in Lacerte, RIA, BNA as well as other accounting software
Excellent verbal communication skills and interpersonal skills
Strong leadership skills

Bachelorâs degree in Business, with emphasis in Accounting, and CPA license
7+ years of experience performing research and providing quality technical advice
Prior leadership and supervisory experience
Strong interpersonal skills, including proven experience interfacing with clients
Ability to work independently and use good professional judgment
Strong mentoring skills and the desire to participate in our Mentoring Program
Decision-making skills
Excellent oral and written communications skills
Ability to think like a partner/owner
Ability to think creatively and take an entrepreneurial approach to client interactions
Building client relationships
Marketing, networking and business development
Applying knowledge of business functions, processes and strategies
Supervising, directing and reviewing Compiled Financial Statements, Business License renewals, Sales Tax returns, Business Property Tax filings.
Strong data analytics skills
Supervising and training seniors and staff
Taking responsibility for the profitability of the engagement, including billing and collections

Technical Duties:

Direct management of staff and oversite of the following types of engagements for clients primarily in the industries of restaurant/hospitality, professional services, family office, financial services and manufacturing
Monthly, quarterly and annual compilation and preparation financial statement engagements - GAAP and OCBOA (C-Corp, S-Corp, LLC, and Partnerships)
Reviewing ancillary SALT tax reporting including â Sales and Use Tax, Personal Property Tax form 571L, Annual Tip Reporting form 8027, Annual Business License filings. This may include acting as agent to clients under audit.
Consulting engagements related to best practices for overall policies and procedures of the accounting environment, cash flow analysis, data analytics, and software platform setup.
Providing technical training to staff related to general accounting principles, comprehension, and software.

Administrative Duties:

Help manage department of six staff accountants and three senior accountants. Direct report to the Director of Accounting and Practice Leader of the Accounting and Audit Department.
Work with department director for staff project scheduling
Maintain department and staff realization records and summarize notes to director and practice leader regarding client and staff inefficiencies.
Review monthly partner WIP billing reports for all clients on which acting as primary manager
Assist department director and co-manager in talent acquisition including resume review, review of testing results and interviews.

All Candidates will be tested on his/her Accounting knowledge

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview. You can also apply directly this and other openings on our website at http://jobs.regalexecutivesearch.com/
]]> Sat, 04 Jun 2016 00:00:00 PDT 0 <![CDATA[Senior Staff Accountant]]> Job Description

Senior Staff Accountant

Our client, a regional California CPA firm is seeking a dynamic Senior Staff Accountant to join their growing office that possesses the essential functions, knowledge, skills and abilities to perform this position.

The Senior Staff Accountant is responsible for the orderly completion of engagements including the day-to-day supervision of staff, making the initial determination as to whether or not the engagement objectives have been met, and keeping the managers and partners informed of progress and unusual developments.

The Senior Staff Accountant will make the initial evaluation of the internal control structure, draft the work program and assist the managers in preparing time and engagement budgets.

One possessing top communication skills, providing direction and technical guidance to junior staff. This position provides an excellent opportunity for the right individual to develop judgment and breadth of experience needed to become a Manager.

If you want to be part of a dynamic team and culture where you are appreciated, than we'd like to hear from you.

Essential Functions:

Regularly assess the status of department staff work, review their progress and answer questions.
Monitor time spent on engagements, and, when required, propose to the manager any necessary modifications in the engagement work plan.
Responsible for the day-to-day, on-the-job training of staff and concluding the engagement in an efficient manner.
Responsible for the detailed review of all working papers and the disposition of all follow-up items during the wrap-up of an engagement.
Prepare, review and approve all drafts of financial statements and accountantsâ reports prior to review by the managers and/or partners.
Prepare, review and approve all tax returns prior to review by the managers and/or partners.
Prepare written review of Staff Accountants, Semi-Senior Staff Accountants and Administrative Assistants in the department.
Other duties as assigned.

Experience and Skills

Knowledge/Skills/Abilities:

Working knowledge of MS Office (primarily Word, Outlook, PowerPoint and Excel)
General knowledge of FASB regulations and GAAP
Must have a minimum of 3 years of previous experience supervising and training Staff and Semi-Senior Accountants
Excellent verbal and written communication skills
Presentation skills and strong organizational techniques are required
Highly motivated
Capable of managing multiple client engagements in addition to completing tasks related to business development

Minimum Position Qualifications:

Bachelor's degree in Accounting and completion (passed) of all 4 parts of the CPA exam; Master's degree in Business Administration or Taxation a plus. LL.M. in Taxation a plus.
Minimum of 5 years of experience gained within a public accounting firm.
Certified Public Accountant license preferred.

Preferred Position Qualifications:

Knowledge of accounting software (QuickBooks or similar) preferred
Knowledge of tax program software (ProSystem fx Tax or similar) preferred
Knowledge of engagement management software (ProSystem fx Engagement or similar) preferred
Knowledge of asset depreciation software (ProSystem fx Fixed Assets or similar) preferred
Knowledge of time record keeping software (Practice Solutions) a plus

CPA
B.S. degree with emphasis in Accounting
6+ years of recent Public Accounting experience
Strong Computer and Communication skills
Client Management skills
Proficient reviewing corporate, individual, partnership, fiduciary and other returns
An ability to work within a team framework
An ability to multi-task
Strong Practice Development skills
Strong Mentoring skills
MT/MBT degree (or in process) is a plus
Experience in a wide variety of industries

Preparation of Compiled Financial Statements with/without footnotes
Annual set-up and maintenance of accounting books
Classification of transactions
Trial balance, closing, and end of period adjustments
Supervise the preparation of bank reconciliations
Supervise the maintenance of fixed asset depreciation schedules
Maintenance of prepaid and accrual schedules
Prepare balance sheets, profit and loss statements, and other financial reports
Write-up work and tax preparation with the assistance of tax accountants
Analyze trends, costs, revenues, financial commitments, and obligations incurred to predict future revenues and expenses
Reports organizationâs finances to management, and offers suggestions about resource utilization, and assumptions underlying budget forecasts
Knowledge of commonly-used concepts, practices, and procedures within a particular field
Preparation of sales and property tax returns
Supervision of staff accountants
Review work prepared by staff accountants

Job Requirements

B.A./B.S. in accounting or finance
CPA, candidate for CPA (preferable)
Has worked recently with Accrual Basis of Accounting
3 to 5 years in similar capacity in a CPA firm environment
Detailed oriented
Uses good judgment
Good Communication skills
Problem solving skills
Proficient computer skills including QuickBooks, Intacct, Excel & Word
Organized/Good Time Management skills
Uses appropriate discretion â handling sensitive confidential information
All Candidates will be tested on his/her Accounting knowledge

]]> Fri, 03 Jun 2016 00:00:00 PDT 0 <![CDATA[Senior Tax]]> SENIOR TAX ACCOUNTANT

Summary:

Our client is a full service public accounting firm that is consistently ranked as a top 100 firm nationally.

Recently named a BEST PLACE TO WORK nationwide,

We believe that creating a caring, friendly and warm family environment for our employees helps them love coming to work to do an extraordinary job.

We support our staff by providing ongoing training programs, excellent technical resources, close interaction among partners and clients, a competitive compensation and benefits package, advancement opportunities, and a team-oriented working environment.

Our Irvine office is currently seeking a friendly, enthusiastic, high-energy individual to join our Firm as a Senior in our Tax department.

Senior Accountants perform most work assigned with a minimum of assistance. They often lead one or more assistants, instruct them in work to be performed, review the work done, and direct necessary revisions. Seniors are required to make decisions on all but the most unusual accounting and auditing matters.

Essential Functions:

Performs diversified accounting, auditing, and tax assignments under the direction of supervisor, manager or partner.
Demonstrates competency in technical skills, work quality, and application of professional and Firm standards.
Meets time constraints and client deadlines.
Participates in planning and scheduling client engagements.
Directs and instructs assistants, where applicable, in work to be performed and working paper review.
Determines the extent of test-checking required in an audit and selects the transactions to be tested.
Prepares and indexes working papers; performs various procedures to verify accuracy and validity of clientâs financial matters.
Prepares complicated tax returns, and returns on dissolution or liquidation.
Suggests client tax planning ideas to supervisor, manager, or Partner.
Prepares routine correspondence to client for approval and signature of a Partner; writes comments for management letters.
Drafts reports including footnotes.
Proactively takes ownership of projects, seeing them through to ultimate completion & delivery to client.
Performs the broadest range of accountant tasks so that direct participation of supervisors, managers, or Partners is kept to a minimum.

Knowledge, Skills and Abilities:

Proficiency in use of computers and computer accounting and tax software programs.
Well-rounded knowledge of accounting principles and personal income taxes.
Ability to organize work and projects, prioritize and meet deadlines, and to complete work in an efficient and accurate manner.
Ability to reason and effectively multi-task.

Supervisory Responsibilities:

Supervises staff accountants and assistants with assignments, instructs them in work to be performed, reviews work done and directs necessary revisions.
Proactively shares knowledge and takes ownership of developing people.

Requirements - Minimum Qualifications:

At least three (3) yearsâ experience in public accounting, demonstrating a progression in complexity of tax knowledge, auditing, and accounting tasks.
Bachelorâs degree in accounting, or Masterâs degree in accounting.
Minimum of forty (40) hours of continuing professional education is required each year.
Either hold a current and valid CPAâs license, or be working toward obtaining the license by taking and passing the applicable state CPA exam.
If licensed, should be a member in good standing with the AICPA.

Success Factors:

Ability to communicate clearly and concisely in English.
Explore various industries area working towards developing an area of specialization or niche practice
Proactively seeks knowledge, new task and increased responsibilities.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Wed, 01 Jun 2016 00:00:00 PDT 0 <![CDATA[Accountant Bookkeeper]]> ACCOUNTANT - BOOKKEEPER

ABOUT THE FIRM

Our client is a full service business management firm located in San Fernando Valley proud to service the best in the industry. They are highly regarded for being an energetic firm, with the perfect blend of youthful enthusiasm and veteran experience.

Our clients are from all realms of the entertainment industry, including a wide variety of musicians, actors, athletes, writers, directors, producers and other entertainment-related companies and executives.

Compensation and benefits packages are very competitive. We believe in paying whatever it takes to get the best and the brightest professionals.

They are seeking a highly motivated and experienced accounting, tax, audit and business management professionals to be part of their fast growing team.

SUMMARY

To perform bookkeeping by performing the following duties.

Duties and Responsibilities include the following:

Enter all Accounts Payable in Datafaction imaging and associate.*
Enter all Cash Receipts in Datafaction, Imaging and associate.*
Book investment statements.*
Book client payroll as directed.
Reconcile bank statements.*
Enter and process client credit card statement through credit card module.*
Setup client General Ledger codes.*
Set up new vendors in Datafaction.*
Support execution of client vendor tasks, e.g. telephone setup, billing.*
Run general ledger monthly, review and pass on to account manager.*
Scan image documents and maintain electronic filing system.*
Maintain Accounts Payable black books.*
Maintain Accounts Payable schedules.*
Other related duties as assigned.

Qualifications / Requirements:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Skills:

Oral and Written Communication Skills
Fluent Command of English
Professionalism
Time Management
Organizational Skills
Knowledge of Datafaction and Imaging
Negotiations
Computer Literacy
Proficiency in Excel
Proficiency in Word
Interpersonal skills

Education / Experience:

High School Diploma and/or college preferred
2 years or more Datafaction experience

Physical Demands / Work Environment

Occasional standing, walking, crouching, and light lifting up to 15 pounds.
Frequent use of hands and reaching with hands and arms
Regular talking, hearing, seeing, and sitting
Moderate to loud noise level
Risk of electrical shock

Auditing: 5 years

Required license or certification:

California's CPA License

Required education:

Master's

]]> Wed, 25 May 2016 00:00:00 PDT 0 <![CDATA[Accountant Account Manager]]> ACCOUNT MANAGER

ABOUT THE FIRM

Our client is a full service business management firm located in San Fernando Valley proud to service the best in the industry. They are highly regarded for being an energetic firm, with the perfect blend of youthful enthusiasm and veteran experience.

Our clients are from all realms of the entertainment industry, including a wide variety of musicians, actors, athletes, writers, directors, producers and other entertainment-related companies and executives.

Compensation and benefits packages are very competitive. We believe in paying whatever it takes to get the best and the brightest professionals.

They are seeking a highly motivated and experienced accounting, tax, audit and business management professionals to be part of their fast growing team.

SUMMARY

To perform client relations and bookkeeping by performing the following duties.

Duties and Responsibilities include the following:

Interface with client(s) on a daily basis.*
Supervise, train and mentor bookkeeping staff.*
Book investment statements.*
Book client payroll.*
Act as approver in Datafaction workflow.*
Review monthly and semi- annual General Ledger/Trial Balances.*
Onboarding new client inclusive of recording opening Trial Balance as journal entry and reconciling bank statements.*
Record purchase and refinance of client residence in Datafaction.*
Record purchase of client automobiles in Datafaction.*
Maintain cash flow and reporting requests for clients.*
Provide back-up coverage for the Account Managers as needed.*
Process Accounts Payable and Cash Receipts when bookkeeper is out.*
Coordinate and complete client loan applications and give to senior accountant for final review.*
Work closely with accounting department to ensure clean and accurate books.*
Create commission reconciliation schedules for non-touring clients.*
Other related duties as assigned.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Skills:

Oral and Written Communication Skills
Fluent Command of English
Professionalism
Time Management
Organizational Skills
Knowledge of Datafaction and Imaging software
Negotiations
Computer Literacy
Proficiency in Excel
Proficiency in Word
Interpersonal skills

Essential Function

Education / Experience:

High School Diploma and/or college preferred
5 years or more Datafaction experience
Physical Demands / Work Environment
Occasional, standing, walking, crouching and lifting up to 15 pounds.
Frequent use of hands and reaching with hands and arms.
Regular talking, hearing, seeing, and sitting.
Moderate to loud noise level.
Risk of electrical shock.

Evaluate functions and activities in assigned areas under review to determine the nature of operations and the adequacy of the system of control in achieving established objectives.
When applicable interpret government regulatory requirements including those related to Medicare & Medicaid services
Maintains strategic industry and Company knowledge; continuously updates practical knowledge and skills by using resources such as reading and reference materials, and attending training seminars as required
Plans or assists in planning, the scope of the audit, and prepares the audit program.
Obtains, analyzes, and appraises evidentiary data as a basis for an informed, objective opinion on the adequacy and effectiveness of the system of internal control. Coordinates testing to support compliance with Sarbanes-Oxley requirements
Manages the required time and expense budgets on specific audit engagements.
Performs a quality assurance review of all audit work papers prepared by the audit team for compliance with department policies and procedures and the Standards for the Professional Practice of Internal Auditing
Makes, or assists in making, oral or written presentation to management during and at the conclusion of the examination, discusses deficiencies, recommends corrective action, and suggests improvement in operations and reductions in cost.
Prepares formal written reports expressing opinions on the adequacy and effectiveness of the system of internal control.
Serves as a starting point of escalation for issues requiring a higher degree of expertise or discretion to resolve and ensures timely resolution. May assist with work distribution. Mentors less experienced team members to improve their understanding and skills. Ensures they are familiar with resource materials including manuals and systems.
Special projects as assigned.
Assists in developing department guidelines, policies and procedures
Assists with the re-design and re-engineering of Department processes, as requested.

Qualifications:

QUALIFICATIONS

Bachelorâs degree in Accounting, Finance, Business Administration, or related field
Masterâs degree in Accounting (or met 150 hour requirement) preferred
3-5 years of significant experience in internal or external auditing, including 1+ year of in-charge/ senior auditor experience
Public accounting experience preferred
CPA or CIA certifications preferred or willing to pursue
PC skills including knowledge of Microsoft Office and data analysis software (i.e. ACL)
Focus on quality and service
Experience working with cross functional departments to research and resolve issues using innovative solutions
Demonstrated ability to meet multiple deadlines and manage a heavy workload
Ability to handle sensitive or confidential information is critical
Demonstrate the confidence and communication skills to work with and present information directly to high-level management within all other areas and functions in the Company
Thorough understanding of risks and internal controls, COSO framework, and professional auditing standards
Use of automated audit and analytical tools for risk assessment and audit testing is a plus.
Strong working knowledge of Sarbanes-Oxley requirements
Thorough understanding of business operations and processes required
Build and maintain effective working relationships with Express Scripts Management
Prior experience with government regulations including those specific to Centers for Medicare & Medicaid Services is a plus.
Knowledge of the PBM or healthcare industry is a plus.
Experience working with SEC reporting is a plus.
Excellent verbal and written communication skills along with presentation skills
Ability to work a flexible schedule to accommodate project deadlines and travel

Participate in the long-range and annual financial planning processes, quarterly forecast updates, and monthly financial outlooks, and present them to finance leadership and business partners
Serve as a trusted business partner to one or more product management leaders, including managing their revenue and expense forecasts and helping them to drive growth in their businesses
Play a key role in the month end close process including review of accruals, variance analysis, and reporting of financial results to the corporate parent
Perform ad-hoc analysis including new product offerings, pricing strategy, cost savings, and corporate initiatives
Support process improvement projects including finance team benchmarking and continuous improvement

Qualifications:

Basic Qualifications:

Undergraduate degree in finance or accounting
6+ years of experience in a corporate finance environment
Heavy experience in financial modeling including an understanding of key growth drivers
Must be able to adjust and work effectively in a dynamic, changing environment
Experienced partnering with leaders in different functional groups including sales, marketing, operations, and R&D
Comfortable interacting with senior level management on a regular basis

Preferred Qualifications:

Software experience
CPA

Participate in and when required, and lead execution of audit reviews, including:
Engaging with Company stakeholders to understand and document key processes and risks within a specific business unit
Contributing to making risk-based determinations on audit scope
Designing and executing test plans to validate controls
Identifying key control issues and residual risks in excess of the firmâs appetite
Investigating and escalating issues identified during testing
Drafting audit reports and issue details
Discussing observations and remediation activities with senior stakeholders
Overseeing issue remediation
Contributing to ongoing business monitoring and optimization activities, including:
Identifying emerging firm-wide and business risks, understanding organizational changes through quarterly engagements with business units, and completing risk assessments of these areas
Participating in projects aimed at optimizing business processes and control activities
Providing advisory services during the development of new businesses and systems
Performing regulatory and industry-driven audit reviews
Leading or contributing to global department-wide initiatives
Developing and maintaining effective working relationships with Company businesses and support functions, including acting as the primary Internal Audit business engagement liaison for one or more lines of business
Contributing to ad hoc presentations to clients, internal committees, Fund Boards, and regulatory bodies

Qualifications:

Undergraduate or graduate degree in management information systems, engineering, technology, computer science, or a related field is preferred. BA/BS, or equivalent, is required
Extensive experience in technology function or in a technology audit role, preferably within the financial services industry
Strong understanding of application development, databases, operating systems, networking and other key technology infrastructure components
Good knowledge of technology controls including: application security management (e.g. user entitlements, authentication, accountability, data protection), system architecture and design (e.g. availability, performance, scalability, data integrity and validation), technology operations (e.g. change and release management, data backup and retention, performance and capacity management), and technology governance (e.g. technology risk management, cyber security rules and regulations)
Interest in broad exposure to investment management, sales, trading, operations, risk management, finance, legal, and compliance activities in the asset management industry
Familiarity with financial instruments and asset management processes
Proficient understanding of current regulatory and industry events
Relevant professional certifications are a plus

Skills:

Excellent communication (verbal, written, listening) and interpersonal skills
Ability to develop and maintain effective working relationships with peers and business partners
Intellectual curiosity and healthy skepticism
Ability to synthesize and articulate complex ideas
Critical thinking and problem solving abilities
Strong project management, organizational, and presentation skills
Familiarity with Excel
Commitment and strong work ethic

Review business and individual income tax returns and tax projections.*
Correspond with government agencies relating to client tax notifications received.
Ensure all tax planning related payments are made on time.*
Identify and research tax issues applicable to client transactions.*
Manage department workflow and quality control.*
Mentor staff towards achievement of internal and personal goals.
Coordinate deadline calendar planning for client team umbrella.
Administer annual performance reviews for staff.
Hire and terminate employees as needed.*
Attend Continuing Professional Education (CPE) and in-house tax workshops.
Work extended hours as needed.*
Update and educate staff on new taxes.
Ensure all tax returns, extensions and all relevant filings are completed and filed by deadlines.
Attend client meetings if requested by Partner. *
Other related duties as assigned.

Oral and Written Communication Skills
Fluent Command of English
Professionalism
Time Management
Organizational Skills
Math Aptitude
Understanding of Generally Accepted
Accounting Principles
Financial Statement Analysis
Entity Income Taxation
Individual Income Taxation
Tax Research
Lacerte

Essential Function

BNA Tax Projection
Proficiency in Microsoft Office Suite
Proficiency in Windows
Problem Solving Skills
Education / Experience:
Bachelors Degree, Accounting (3.0 GPA or better)
Certified Public Accountant or Enrolled Agent
8+ years related experience

Education / Experience:

Bachelorâs Degree, Accounting (3.0 GPA or better)
Certified Public Accountant or Enrolled Agent

Physical Demands / Work Environment

Occasional standing, walking, crouching, and light lifting up to 15 pounds.
Frequent use of hands and reaching with hands and arms
Regular talking, hearing, seeing, and sitting
Moderate to loud noise level
Risk of electrical shock

Review of royalty statements and accountings to ensure compliance with royalty agreements
Review of artist, producer, publishing and merchandise contracts files, account information, statement data, and other pertinent information affecting the royalty calculations and reporting
Prepare written reports which detail the findings, supported by excel-based schedules with calculations and summaries
Assist in fieldwork
Perform special projects and other duties as assigned

Experience in interpreting artist, producer, publishing and merchandise contracts and processing royalty statements
Experience in domestic and foreign royalty operations desirable
Excellent organizational, writing and communication skills
Able to meet deadlines and work well under pressure
Ability to identify and solve problems
Four year college degree in finance, business, accounting or related field
Financial, auditing or legal experience a plus
Proficiency with Excel and Word
Ability to multi-task with various projects

Skills:

Oral and Written Communication Skills
Fluent Command of English
Professionalism
Time Management
Organizational Skills
Math Aptitude
Problem Solving Skills
Understanding of Generally Accepted Accounting Principles
Financial Statement Analysis
Entity Income Taxation
Individual Income Taxation
Proficiency in Microsoft Office Suite
Proficiency in Windows

Education / Experience:

Bachelorâs Degree, Accounting (3.0 GPA or better)

Essential Function

Physical Demands / Work Environment
Occasional standing, walking, crouching, and light lifting up to 15 pounds.
Frequent use of hands and reaching with hands and arms
Regular talking, hearing, seeing, and sitting
Moderate to loud noise level
Risk of electrical shock

Prepare complex artist, producer, publisher, profit participation and mechanical statements *
Prepare complex income allocation schedules *
Prepare complex analytical reports *
Review of contracts and licenses to ensure that reported royalties are accurate *
Liaise with Account Managers within the Firm to accomplish shared goals in a professional and diplomatic manner *
Field internal and external licensing and royalty inquiries in a timely and accurate manner *
Meet hard reporting deadlines while maintaining a professional attitude under pressure *
Prepare application Form 8802 requesting Form 6166 and a letter of US residency certificate *
Other royalty-related duties and projects as assigned

Solid Mathematical and Analytical Skills
Oral and Written Communication Skills
Fluent Command of English
High Level of Professionalism
Organizational/Prioritization Skills
Time Management Skills
Problem Solving Skills
Proficiency in Microsoft Office Suite
Proficiency in Windows
Willingness to Work Overtime

Education / Experience:

Minimum of 3 years of music royalties experience required
Bachelorâs Degree in Accounting or Business (or equivalent) strongly preferred

Physical Demands / Work Environment

Occasional standing, walking, crouching, and light lifting up to 15 pounds.
Frequent use of hands and reaching with hands and arms
Regular talking, hearing, seeing, and sitting
Moderate to loud noise level
Risk of electrical shock

Auditing & Taxation: 5 years

Required license or certification:

California's CPA License

Required education:

Master's

]]> Wed, 25 May 2016 00:00:00 PDT 0 <![CDATA[Audit Staff]]> Audit Staff

Our Client seeks candidates for the position of Audit Staff to work with the firm's general audit team.

Applicants should be a fresher who has passed 4 parts of CPA Exam.

The individual is expected to perform high level audits and showcase essential skills to develop new employees.

The candidate should be competent in staff development, client relations and express willingness to travel for up to 70% of the time.

Required experience:

1 year

Required education:

Bachelor's

]]> Tue, 24 May 2016 00:00:00 PDT 0 <![CDATA[Accounting Manager Tax]]> Tax Manager

our client seeks candidates for the position of Tax Manager to work with the firm's financial taxation team.

Applicants should possess a CPA license and at least 5 yearsâ experience in related field.

The individual is expected to perform high level audits and showcase essential skills to develop new employees.

The candidate should be competent in staff development, client relations and express willingness to travel for up to 70% of the time.

The candidate must have partner potential capabilities.

Required experience:

Taxation: 5 years

Required education:

Master's

]]> Tue, 24 May 2016 00:00:00 PDT 0 <![CDATA[Tax Staff Accountant ]]> Staff Tax Accountant

Our client is a well established and continuing to grow located in Rocklin, CA.

We are seeking a passionate, technically proficient, problem solving Staff Accountant to join our team.

We offer a wide variety of tax, consulting, and bookkeeping services to our individual and business clients.

Applicant should be passionate about tax and customer service and be ready to take on challenges with a can do/will do attitude.

Skills & Requirements

1-3 years public accounting experience
Bachelor's degree in Accounting
Proven technical proficiency in preparing individual, business and partnership tax returns
Experience with software applications, such as Lacerte, Quickbooks, Office Tools or eqivalents
Self starter with confidence to address new challenges
Excellent communication skills
Passionate about the success of our clients

Duties

Prepare Federal and State(s) tax returns for individual, businesses and partnerships
Manage and/or review clients books and communicated the period results and potential strategies.
Payroll processing, sales tax, 1099's, property tax reports
Address and resolve IRS issues with or for clients
Prepare compilation for clients
Strong organizational, problem-solving and analytical skills
Ability to manage priorities and workflow
Versatile, flexible and willing to work within constantly changing priorities with enthusiasm

Required experience:

Public Accounting and Tax: 1 year

Required education:

Bachelor's

]]> Tue, 24 May 2016 00:00:00 PDT 0 <![CDATA[Accounting Manager Tax State and Local Tax]]> State and Local Tax Manager

We are currently seeking a State and Local Tax (SALT) Manager to join our growing SALT practice in Southern California. This position is available in San Diego or Orange County.

Key Responsibilities

Deliver excellent client service on all SALT engagements
Operate as a point of contact within the SALT practice in the applicable office
Demonstrate a strong understanding of SALT concepts and problem solving
Research and draft technical memoranda on various SALT issues
Manage and execute on all SALT engagements
Prepare SALT deliverables (e.g., memos, matrix, etc.)
Perform business development and identify tax service opportunities

Qualifications

Bachelor's degree required; Masterâs in Taxation or a JD with LLM in Tax preferred
Public accounting experience preferred
CPA or similar certification
Minimum of 5 years of work experience
Diverse experience with multi-state income/franchise taxes, sales/use taxes, tax credits, and property taxes
Excellent verbal, research, and written communication skills
Travel flexibility within Southern California

Job Type: Full-time

Required experience:

Accounting: 5 years

Required education:

Bachelor's

]]> Mon, 23 May 2016 00:00:00 PDT 0 <![CDATA[Audit Senior]]> AUDIT SENIOR

SUMMARY

Our client is a mid-sized full service accounting, auditing, tax and financial services firm located in San Fernando Valley, they are seeking a highly motivated and experienced tax and audit professionals to be part of their fast growing team.

Compensation and benefits packages are very competitive. We believe in paying whatever it takes to get the best and the brightest professionals.

ABOUT THE FIRM

We are a mid-sized local CPA firm located in Sherman Oaks, California. The firm was founded in 1947 and has served Metropolitan Los Angeles for nearly 70 years. Our client base consists of high net worth individuals and closely held businesses in a variety of industries including real estate, retail/wholesale distribution, manufacturing, non-profit, and healthcare.   We provide a variety of services including, income tax planning and compliance, accounting / business management, audit and attestation, trustee and consultation services.

Our firm consists of approximately 18 accounting professionals, including 6 owners, and 4 administrative professionals. Organizationally, we are fairly flat and do not rely on hierarchies. Personnel generally work directly with or are only one level removed from the owners. We come from a variety of backgrounds and experiences and treat each person as an individual. In the office, we dress business casual. In addition, when mutually beneficial, we may offer flexible hours.

Our philosophy is to remain current with technology and provide professionals with stable reliable work tools. We provide all personnel with computers with multi-monitor displays. We typically rotate our IT systems every three years and consider enhancements on an ongoing basis.   We operate in a reduced paper environment and are migrating to a paperless environment that works best for personnel at all levels.

Our ideal professionals are intelligent, motivated, team players who enjoy accounting and working with others.   An ability to be professional and get along with others is a key success factor.   We work hard and we value a personâs efforts and results.

If you are interested in becoming an accounting professional in a fast paced, friendly and team-oriented environment, then we may be a home for you.

JOB DESCRIPTION

JOB DESCRIPTION

The duties of a senior accountant are as follows:

Plan, perform, and supervise audits, reviews, compilations, and other attestation engagements.
In connection with tax and A&A engagements, draft appropriate engagement letters.
Draft/review management representation letters and reports to management and those charged with governance (i.e. internal control letters and audit closing memoranda).
As appropriate, draft financial statements in accordance with U.S. GAAP or other bases of accounting.
Participate in the Firm's quality control programs for the A&A practice and Income Tax practice areas.
Train and supervise entry-level professional staff.
Prepare and review federal and state income tax returns including tax returns for individuals, corporations, partnerships, trusts, and non-for-profit organizations.
Many of our clients use QuickBooks accounting software. Senior Accountants should be comfortable and proficient at generating reports, extracting data, and posting adjusting entries.
In connection with our engagements, a senior accountant should be able to navigate through the firmsâ paperless engagement software

As Senior Accountants progress to manager level positions, they will develop specializations.

EDUCATION AND CREDENTIALS:

CPA License required. If not a California CPA, a candidate must be able to obtain a California CPA license within 12 months.
Advance degrees or specialty credentials are a plus.

EXPERIENCE REQUIREMENTS:

3-5 years professional accounting experience in either A&A or Tax disciplines. Experience may be focused on one discipline or may be a combination of both tax and A&A.
We prefer candidates who have worked in large or mid-sized firms in offices of 10 more professionals.
Stable work history is highly preferred.
Experience must demonstrate progressive growth and assumption of responsibilities.
Personnel should have at least one year of supervisory experience.
Persons with and A&A focus should have at least two years experience planning A&A engagements. In addition, such candidates should have participated in financial statement preparation and drafting of accountantâs reports and opinions.
Persons with a tax focus must be technically proficient with tax compliance in the following areas:
C and S-corporations
Partnerships and LLCâs
Individuals
Real estate transactions
Individuals having experience with foreign transaction reporting, and estate / trust taxation, and /or healthcare are preferred.

TECHNICAL SKILLS REQUIRED:

Candidates must be proficient with Windows and Microsoft Office.
We require that candidates be proficient with online accounting and income tax research. Experience with RIA Checkpoint, BNA tax research, PPC accounting and tax libraries is preferred.
Candidates must have sound writing skills. This position will require drafting accountantsâ reports, financial statement footnotes, and correspondence intended for clients, attorneys and taxing authorities. In addition the position will require the drafting of internal memoranda regarding research.
Experience with QuickBooks accounting software packages is preferred. If a candidate is not familiar with QuickBooks, their job experience must demonstrate an ability and willingness to utilize the program effectively and efficiently.
Experience with CCH ProSystem FX is preferred. Those not having experience with ProSystem FX must demonstrate the aptitude to learn and utilize the software effectively within three months.
A candidate must demonstrate proficiency in spoken conversation via telephone or in face-to-face meetings.
Candidates should have good interpersonal skills. Candidates should enjoy working with others and speaking with others.
Candidates should be comfortable multi-tasking and overseeing multiple simultaneous assignments.

Prepare payroll, sales tax, and other local tax returns on a periodic basis.
Draft correspondence to taxing authorities to address issues in the bookkeeper's purview.
Be comfortable contacting local taxing authorities, banks, and other businesses on behalf of our clients.
Import a clientâs financial information into our trial balance software. Prepare and post adjusting entries into our trial balance software.
Perform after-the-fact accounting services (write-up) using QuickBooks or our trial balance software.
Using QuickBooks software, perform ongoing business management services for clients, including, depositing checks, check writing, bank reconciliation and account analysis.
On a periodic basis as required, prepare balance sheets, income statements, general ledger reports, etc. from the QuickBooks accounting program.
As directed, meet with client personnel to perform on-site accounting services.
As needed, process a variety of tax returns and correspondence for mailing to clients and taxing authorities.
Accuracy and reliability of work product are critical. Bookkeepers must perform their assigned duties accurately and efficiently. Good work habits and self-checking techniques are crucial to a Bookkeeper's success and advancement.

A successful candidate must be eager to learn, receptive to critiques of work product, and willing to work on a variety of projects. Bookkeepers interact with a clients and firm personnel in face-to-face meetings and via a wide variety of media (telephone, email, letters, fax, etc.). Therefore, bookkeepers need to have good communication skills and strong interpersonal skills. Superior math skills and an ability to problem solve are also traits that we look for in a bookkeeper. Finally, a good attitude and enthusiasm for the accounting profession are attributes that we look for in all personnel. During the tax season period we work long hours and persons with initiative and a pleasant personality are appreciated.

EDUCATION AND CREDENTIALS:

An AA degree in accounting (or the equivalent) is preferred.
Microsoft Office and QuickBooks certifications preferred.

EXPERIENCE REQUIREMENTS:

We prefer candidates that have relevant work experience in accounting, bookkeeping, payroll tax preparation, sales tax preparation, preparation of business property statements, and preparation of city business license returns. Experience may be as an intern, part-time, or full-time worker.
Experience in with income tax preparation is a plus.
Experience with a prior CPA firm or business management firm is preferred.
Minimum 3 years' experience required.

TECHNICAL SKILLS REQUIRED:

Candidates should have a basic understanding of the concepts of accrual and cash basis accounting. Candidates should be able to understand the similarities and differences between these two bases of accounting.
Candidates must be proficient with Windows and Microsoft Office.
Proficiency with 10-key calculators is preferred.
Candidates should be typing proficient and should be able to type at least 25 WPM on a standard computer keyboard.
Candidates must have proficient business-level writing skills.
Experience with accounting software, especially QuickBooks, is required.
A candidate must demonstrate proficiency in spoken conversation via telephone or in face-to-face meetings.
Candidates should have good interpersonal skills and enjoy working with others and speaking with others. Candidates should enjoy working individually and in teams.

Active CPA license and recent experience in public accounting in tax or audit (assurance services)
Manages full audit, review and compilation financial statement engagements
Experience with tax return preparation, tax compliance and tax planning engagements
Responsibility for planning, training, supervising and completing larger, multiple and complex engagements
Preparation of recommendations for client business and process improvements
Understands the clients' businesses, including significant tax, accounting and management issues
Understands recent tax developments and their implications to a client's business
Mentor staff through efficient delegation, management of talent and coaching
Exhibit leadership, influence, ethical standing and participation in firm trainings, to include potentially serving as an instructor of in-firm trainings
Maintains strong relationships with client business owners and management group

Prepare and review federal and state income tax returns including tax returns for individuals, corporations, partnerships, trusts, and non-for-profit organizations.
Plan, perform, and supervise audits, reviews, compilations, and other attestation engagements.
In connection with tax and A&A engagements, draft appropriate engagement letters.
Draft/review management representation letters and reports to management and those charged with governance (i.e. internal control letters and audit closing memoranda).
As appropriate, draft financial statements in accordance with U.S. GAAP or other bases of accounting.
Participate in the Firm's quality control programs for the A&A practice and Income Tax practice areas.
Train and supervise entry-level professional staff.
Many of our clients use QuickBooks accounting software. Senior Accountants should be comfortable and proficient at generating reports, extracting data, and posting adjusting entries.
In connection with our engagements, a senior accountant should be able to navigate through the firmsâ paperless engagement software

As Senior Accountants progress to manager level positions, they will develop specializations.

EDUCATION AND CREDENTIALS:

CPA License required. If not a California CPA, a candidate must be able to obtain a California CPA license within 12 months.
Advance degrees or specialty credentials are a plus.

EXPERIENCE REQUIREMENTS:

3-5 years professional accounting experience in either A&A or Tax disciplines. Experience may be focused on one discipline or may be a combination of both tax and A&A.
We prefer candidates who have worked in large or mid-sized firms in offices of 10 more professionals.
Stable work history is highly preferred.
Experience must demonstrate progressive growth and assumption of responsibilities.
Personnel should have at least one year of supervisory experience.
Persons with and A&A focus should have at least two years experience planning A&A engagements. In addition, such candidates should have participated in financial statement preparation and drafting of accountantâs reports and opinions.
Persons with a tax focus must be technically proficient with tax compliance in the following areas:
C and S-corporations
Partnerships and LLCâs
Individuals
Real estate transactions
Individuals having experience with foreign transaction reporting, and estate / trust taxation, and /or healthcare are preferred.

TECHNICAL SKILLS REQUIRED:

Candidates must be proficient with Windows and Microsoft Office.
We require that candidates be proficient with online accounting and income tax research. Experience with RIA Checkpoint, BNA tax research, PPC accounting and tax libraries is preferred.
Candidates must have sound writing skills. This position will require drafting accountantsâ reports, financial statement footnotes, and correspondence intended for clients, attorneys and taxing authorities. In addition the position will require the drafting of internal memoranda regarding research.
Experience with QuickBooks accounting software packages is preferred. If a candidate is not familiar with QuickBooks, their job experience must demonstrate an ability and willingness to utilize the program effectively and efficiently.
Experience with CCH ProSystem FX is preferred. Those not having experience with ProSystem FX must demonstrate the aptitude to learn and utilize the software effectively within three months.
A candidate must demonstrate proficiency in spoken conversation via telephone or in face-to-face meetings.
Candidates should have good interpersonal skills. Candidates should enjoy working with others and speaking with others.
Candidates should be comfortable multi-tasking and overseeing multiple simultaneous assignments.

The Audit Consultant will serve as a member of the Corporate Audit Services Department of Genworth Financial
The position will be based in Richmond, VA
Travel will be required (up to 20%) and is dependent upon assignments and business demand. Some travel may be international.
This position will report administratively to a Director. We utilize a pooled staffing concept, so the opportunity exists for the successful candidate to work for different Audit management personnel.

Major Accountabilities

Audit

Plan and support internal audit efforts, including strategic, operational, financial, and compliance audits and advisory initiatives
Execute audit projects within prescribed time budgets and at a high degree of quality
Work collaboratively with other assigned audit personnel and key members of management to achieve engagement objectives
Ensure high quality audit and advisory results and well-crafted deliverables.
Build and maintain effective client relationships
Sarbanes-Oxley (SOX)
Evaluate SOX documentation ensuring appropriate identification of risk and control points
Document and test the design and operating effectiveness of SOX key controls
Critically review SOX documentation to determine appropriate test procedures & plans
Ensure SOX testing is executed in line with Company SOX policies and procedures
Analyze and evaluate the severity of control issues identified during testing

Tasks/Duties

Provides advisory and assurance services to improve the efficiency, effectiveness and the security of the operations and information/business systems of the holding and affiliate companies.
Prepares audit workpapers that support the audit scope and final report, and are documented in accordance to audit standards
Researches business unit strategy, products lines, relevant accounting guidelines, and administrative systems to become familiar with clientâs business process and environment
Conducts interviews and walkthroughs. Prepares process flows to identify and document key risks and controls
Performs risk assessments of business operations, financial reporting processes, information systems, and technologies to assess potential problems or control weaknesses
Develops and executes test plans that assess risk and controls on operating procedures and processes, including those processes related to SOX
Utilizes available technical resources and tools to enhance work product
Provides thoughtful recommendations for problem resolution to the client and audit team
Communicates effectively with client by demonstrating flexibility in prioritizing and timeliness in completing tasks, and communicating potential conflicts
Serves on audit team in collaboration with external auditor on reviews of Company accounting and operating procedures and systems of internal control
Maintains current knowledge of matters impacting the industry, the Company and regulatory requirements impacting internal controls.
On occasion, support other controllership related activities including communication, documentation, process mapping, testing, remediation, etc.
Liaise with external auditor to ensure any SOX related issues regarding testing procedures, testing documentation or control deficiency assessments are addressed on a timely basis
Support the department organization through team initiatives to enhance processes and engagement
Continue professional development through commitment to ongoing training and departmental performance metrics

BASIC QUALIFICATIONS

Four (4) year degree in business, accounting or other applicable field
Four (4) or more years of relevant audit work experience, preferably within a risk management and/or Big 4/5 environment and/or the financial services industry. Other industries are acceptable, provided that the candidate possesses other appropriate skills for the position.
Ability to assess and determine risk impacts
Ability to reason logically, analyze and evaluate data and information, and draw appropriate conclusions
Excellent oral communication and writing skills and demonstrated ability to communicate with all levels of management
Knowledge of internal controls and SOX requirements

PREFERRED QUALIFICATIONS

Advanced degree, such as an MBA
Financial services and insurance industry experience
CPA and other applicable certifications (e.g. CISA, CIA, PMP, FLMI, CLU, etc.)
Experience focused on SOX 404 efforts, including documenting controls, designing and executing test plans and analyzing control deficiencies
Experience auditing public companies in compliance with the Sarbanes-Oxley Act of 2002 and the PCAOB standards
Familiarity with COSO 2013 and COBIT 5.0 internal control frameworks
Ability to present analysis and findings in a cohesive, understandable and actionable format to all levels of management
Critical thinker who provides suggestions on new ways to approach tasks, reasons logically, effectively analyzes and evaluates data and information to drive appropriate conclusions
Independent worker who can proactively manage assigned tasks, handle multiple tasks concurrently, and adhere to tight deadlines
Solid oral communication and writing skills and demonstrated ability to clearly and effectively communicate with process and control owners
Strong computer skills: proficiency in Microsoft Office (Excel, Word, and PowerPoint)

Maintain, develop and expand client relationships.
Assist in the Firmâs administrative matters as directed.
Fully administers client engagements as assigned.
Communicate progress of work to partner(s)/Director.
Prepare client billing information and assist in collection efforts.
Develop new tax engagements from existing client work.
Meet with prospective clients and attract them by demonstrating superior tax skills.
Make recommendations to change policies or procedures to implement more effective department operations.
Focus efforts on consulting with clients on moderate to complex issues; follow-up with innovative solutions to effectively meet and exceed client expectations.
Manage all aspects of client projects, including but not limited to, delegating tasks and assisting with resolution of project issues.
Act as a mentor to accounting staff while providing constructive feedback and identifying needs for professional development.
Manage preparation of federal, multi-state, international corporate (consolidated and separate), partnership individual returns, net-for-profit, and others as required.
Supervise and timely complete multiple engagements simultaneously including staffing selection and review.
Complete complex tax planning research assignments with multiple alternatives and presentations to clients.
Recognize and take advantage of practice development opportunities.
Keep up with emerging tax rules and regulations.
Other duties as assigned.

Required Experience:

Knowledge/Skills/Abilities:

Must be technically proficient in broad based areas of taxation.
Must have a minimum of 3 years of previous experience supervising and training Staff and Senior Accountants.
Excellent verbal and written communication skills.
Presentation skills and strong organizational techniques are required
Highly motivated.
Capable of managing multiple client engagements in addition to completing tasks related to business development.
Able to attain visibility and recognition within your industry specialization and in your local market.

Minimum Position Qualifications:

Bachelor's degree in Accounting and CPA required; Master's degree in Business Administration or Taxation a plus.
Minimum of 7-years of experience gained within a public accounting firm.
Certified Public Accountant license required.

Preferred Position Qualifications:

Working knowledge of MS Office (primarily Word, Outlook, PowerPoint and Excel)
Masters in Taxation is a plus.

Obtain and maintain a thorough understanding of the financial reporting and general ledger structure
Responsible for the for the accuracy and integrity of the GL module
Support operational and accounting function of the general ledger and the monthly close process
Ensure accounting records are prepared and maintained in accordance with GAAP, industry related accounting principles and practices, companyâs accounting policies, chart of accounts, and sub-ledgers
Support accurate and timely monthly, quarterly and year end close
Support preparation of periodic financial statements and analysis
Ensure the accuracy, quality and efficiency of accounting reconciliations
Advise staff regarding the handling of non-routine reporting transactions
Collaborate with management to develop schedules, procedures, and systems to enable timely accumulation, adjustment, and reporting of financial data
Support internal project to have process narrative documented and key preventive and detective controls in place for major financial statement cycles
Assist in development and implementation of new procedures and features to enhance the workflow of the department
Support process improvement initiatives for development, enhancement, upgrade and maintenance of accounting systems
Respond to inquiries from the Director of Finance, Financial Controller, and other Finance and company-wide managers regarding financial results, special reporting requests and the like
Ensure a clean and timely year-end audit, including support of the external financial audit process
Prepare audit schedules and supporting documentation
Resolve escalated issues from department with internal and external customers
Provide training to new and existing staff as needed
Handle personnel issues relating to staff conflicts, absenteeism, performance issues, etc.
Work with each direct report to establish goals and objectives for each year and monitor and advice on the progress to enhance the professional development of staff

Qualifications

Minimum Required:

Years of Experience in Field: 4-6 Years
Years of Experience in Position: 0-1 year
Years of Experience in Supervising Employees: 4
Preferred (Optimal Candidate):
Years of Experience in Field: 4-6 Years
Years of Experience in Position: 1+
Years of Experience in Supervising Employees: 4+

Education

Minimum Required:

BA/BS in Business with concentration in Accounting or Finance
Preferred (Optimal Candidate):
Certified Public Accountant (active or inactive)
Minimum 3-5 years of Accounting/Finance experience with large public or private company

Required Skills

Strong understanding of US GAAP accounting concepts and principles
Strong analytical skills required
Strong computer skills required
Experience with large ERP systems; Oracle preferred
Excellent verbal and written communication skills
Ability to prioritize and organize workflow and deliverables
Ability to work in team environment
Strong people management skill and managing to large team dynamics

Minimum qualifications include a BA or BS in Accounting or Finance
1+ years of recent public accounting experience.
Candidates need to possess an active California CPA license or are a current CPA candidate that has passed all 4 parts of the CPA exam.

Develops and strengthens long-term relationships with senior client management, manages client expectations, and ensures client satisfaction.
Establishes work plan for each client assignment including assigning tasks and responsibilities, and ensures completion in accordance with plan and client expectations.
Manages the assignment budget and profitability in area of responsibility
Managers the preparation of financial statements and management letters.
Reviews and prepares work papers to ensure documentation adequately supports conclusions reached.
Provides staff evaluation and guidance during and at the end of each engagement as well as completes annual and semi-annual performance evaluations.
Conducts research, prepares memorandums and summarizes findings.

Education and Experience

B.S degree in accounting and CPA required. Advanced degree preferred.
Minimum 5 years accounting and audit experience in a public accounting firm.
Proficient knowledge of GAPP and GAAS.

Skills and Competencies

Demonstrates working knowledge of accounting systems including Excel and QuickBooks. Experience with CaseWare and/or ProSystem fx Engagement a plus.
Demonstrated ability to lead, motivate, develop and coach teams.
Strong interpersonal skills and active participation in networking.
Strong project management and problem solving skills.
Demonstrates strong ability to develop and maintain customer service approach when building and maintaining client relationships.
A general understanding of market trends including opportunities, global and local business initiatives and stakeholder/competitor interests.

A CPA license and/or CPA candidate is preferred.
Construction Accountants will be familiar with specialized areas of construction industry accounting including recognizing revenue for lump sum contracts on the percentage of completion basis and be able to perform full services for clients, working on tax, financial statement preparation and review, and accounting projects.
Knowledge of construction specific accounting software (a majority of our existing clients use Foundation Software) is required.

Manage a small to moderate-sized portfolio of audit projects and activities of moderate complexity. Manage a small to moderate-sized team. Coordinate and administer assignments, monitor audit team progress and manage budgets and schedules.
Lead the successful development, management and end-to-end execution of Audit Plans; drive the development of the Annual Audit Plan. Leveraging a risk-based approach, determine audit scope and identify risks and implications. Review, finalize and deliver audit reports; communicate audit findings and develop recommendations.
Track results of prior audits, identify audit themes across organizations and facilitate appropriate corrective action. Continually strengthen and improve the governance, risk and control environment of the organization acting as a key driver of change within Internal Audit and across the organization.
Provide direct oversight of staff. Establish policies and procedures to guide the audit staff and facilitate consistent, high quality outcomes and deliverables.
Share knowledge and develop staff capabilities to strengthen understanding of industry, business and regulatory issues and Internal Audit best practices. Communicate team and organizational objectives; inspire and motivate team members to achieve results.
Serve as primary point of contact for audit business partners and stakeholders; assume overall responsibility for relationship management for specific business areas.
Work in partnership with business leaders to strengthen governance, risk and control environments by anticipating issues, providing advice and sharing Internal Audit knowledge and best practices. Serve as Internal Audit representative for corporate-wide committees and initiatives.

Qualifications:

EDUCATION

Bachelor's Degree or equivalent

MINIMUM EXPERIENCE

7 to 10 years of relevant experience

SPECIALIZED KNOWLEDGE & SKILLS

Prior experience in working in or auditing capital markets functions strongly preferred. Knowledge of financial instruments, pricing, market and financial risk and trading operations required.
Must demonstrate knowledge of auditing, risk and/or controls concepts. Prior experience in an internal audit, external audit, compliance, risk or similar function strongly preferred.
Experience in the financial services, banking, lending industries, public accounting or consulting industries strongly preferred.
CIA, CPA or CFE required.
Prior experience supervising, managing and/or leading teams required.
Competency in managing multiple projects simultaneously with a strong results/goal orientation.
Strong written and verbal communication skills, experience in communicating with/presenting to senior management.
Ability to thrive in a changing environment and deal with ambiguity.
Strong analytical and critical thinking skills.

]]> Mon, 09 May 2016 00:00:00 PDT 0 <![CDATA[INTERNAL AUDITOR SENIOR]]> Internal Audit Senior

Our client is a leading supplier of flooring for both residential and commercial applications. They offer a complete selection of carpet, ceramic tile, laminate, wood, stone, vinyl, rugs and other home products.

These products are marketed under premier brands in the industry

Qualifications

BS or BA degree in Accounting, Finance or Business with emphasis in accounting desirable and five years of full-time experience in auditing, accounting or business analysis.
A graduate degree in business or a professional certification such as CPA, CIA, or CISA may each substitute for one year of required experience with a maximum substitution of two years.
If professional certification has not been attained, active pursuit of CPA, CIA, or CISA certification with completion within one year of employment in “senior internal auditor” class.

Competencies:

Knowledge of and skill in applying internal auditing and accounting principles and practices, and management principles and preferred business practices.
Knowledge of the Standards for the Professional Practice of Internal Auditing and the Code of Ethics developed by The Institute of Internal Auditors.
Knowledge of industry program policies, procedures, regulations and laws.
Ability to prepare a professionally sound assignment plan, which provides direction for the efficient and effective conduct of the assignment.
Skill in conducting quality control reviews of all products of audit work.
Skill in collecting and analyzing complex data, evaluating information and systems, and drawing logical conclusions.
Ability to research options, devise solutions for problem solving.
Skill in planning and project management, and in maintaining composure under pressure while meeting multiple deadlines.
Skill in negotiating issues and resolving problems.
Employee development and performance management skills.
Skill in using a computer with word processing, spreadsheet, and other business software to prepare reports, memos, summaries and analyses.
Skill in effective verbal and written communications, including active listening skills and skill in presenting findings and recommendations.
Ability to establish and maintain harmonious working relationships with co-workers, staff and external contacts, and to work effectively in a professional team environment.
Ability to travel (up to 30%).

Responsibilities

Performs professional internal auditing work, supervises and reports on the results of audits. Key component of the success in providing internal audit services is the highly professional staff work and good judgment provided by the Senior Internal Auditor. Work involves conducting performance, financial, information systems, fraud and compliance audit projects; providing consulting services to the organizationâs management and staff; and providing input to development of the annual audit plan. Maintains all organizational and professional ethical standards. Works under limited supervision with moderate latitude for initiative and independent judgment.

Plans the theory and scopes of audits and prepares the audit program.
Supervises the audit and assigns project tasks to staff auditors who perform analysis, critiques and evaluations to determine legal, contractual and financial compliance in the audit area.
Reviews documentation, results and conclusions of tasks performed by staff auditors ensuring the success and professional standards of the assignment, and the on-going professional development of the individuals involved.
Evaluates the adequacy of internal controls and compliance with company policies and procedures by conducting interviews with all levels of personnel, examining transactions, documents, records and reports, and observing procedures.
Identifies and defines issues and reviews and analyzes evidence.
Prepares working papers, which record and summarize data on the assigned audit segment, in accordance with professional standards.
Assists in recommendations based on independent judgment of corrective action and suggested improvements to operations and reductions in cost.
Writes and reviews audit reports for distribution to management and senior management documenting the results of the audit.
Proactively develops staff through meaningful on-the-job training and prepares evaluations for staff performance on the assignment.
Develops and maintains productive client and staff relationships through individual contacts and group meetings.
Pursues and is responsible for assuring compliance with the departmentâs annual requirements of professional development through external and internal training and professional association memberships.
Represents internal audit on organizational project teams, at management meetings and with external organizations.
On rare occasions may be required to provide testimony to courts on criminal matters.
Adheres to all organizational and professional ethical standards.
Performs other duties as assigned by the Manager â Internal Audit and/or Vice-President â Internal Audit.
5-7 Years of Internal Audit experience.

]]> Mon, 02 May 2016 00:00:00 PDT 0 <![CDATA[Lead Financial Auditor]]> Requisition Id:
016IV

Do you currently manage financial, SOX & FCPA audits? Do you lead team efforts including planning for Staff Auditorâs development? Are you interested in traveling across the globe up to 35% of the time? The Global Finance Organization at Monsanto has an opportunity available for a Lead Financial Auditor. This exciting and challenging opportunity will provide ample business and management exposure, and prepare the employee for future growth and development within Monsanto outside of audit. This role will allow you to gain a better global perspective by working in various cultural environments. As a member of Monsanto's Auditing Services Department, you will have a unique opportunity to add value to Monsanto's business units worldwide.

Major Responsibilities Include:

Lead Financial Auditors manage and participate in financial, SOX and FCPA audits that evaluate and ensure the adequacy of internal controls, the integrity of the financial statements, and compliance with corporate and legal requirements in a dynamic and fast-paced work environment.
Communicating with site management to scope the work environment, assessing the risk exposure and strategy of the audit engagement, and reviewing and planning the audit areas.
Making recommendations required to safeguard company assets and to optimize operational efficiencies; effectively communicating with Monsanto business people worldwide at a variety of responsibility levels; gaining commitment from site management to implement the audit recommendations, and thoroughly documenting work procedures, testing results and information collected.
Leading team efforts which includes scheduling and planning for auditorsâ development; coordinating opening, update, and closing meetings; resolving conflicts, and assuring the timely completion of audits.
You will also have the opportunity to work on special projects, as well various audit department and overall finance initiatives.

Qualifications:
Required skills/experience:

BS/BA in Accounting/Finance required
7+ years of public accounting/auditing experience with leadership responsibilities
The job requires up to, but no more than, 35% travel with some ex-U.S. assignments of up to three weeks in duration.
Knowledge of GAAP and SOX

Desired skills/experience:

Experience with publicly-traded companies and/or manufacturing organizations
MBA or MS/MA
CPA/CIA/CMA
SAP
Foreign language (Spanish / Portuguese / Other)

Employee Status: Regular Travel: Yes, 50 % of the Time Job Level: Individual Contributor Job Type: Standard More Information About the Job
Is Relocation Available?
No

Are you open to sponsorship?
No

Is there flexibility in hours and/or the ability to work remote?
No

This position is:
Backfill

Is there a bonus structure?
12%

Is there equity?
No

Who does this position report to?
Audit Manager Up to 35% travel - 3-5 International trips a year for 3 weeks at a time

Does this position have direct reports?
No

What are the 3-4 non-negotiable requirements on this position?
-BS degree -7+ years of experience -previous audit experience

What are the nice-to-have skills?
-CPA - Foreign language a huge plus - Data Analytics a plus

What is exciting about this opportunity? Please use this section to describe team and company culture.
The Global Finance Organization at Monsanto is committed to the growth and development of our employees and employees joining in an Audit role may want a long term career in Audit or after a few years in role they may decide to continue to progress their career in a multitude of ways focusing on developing his/her technical as well as leadership skills.
]]> Mon, 25 Apr 2016 00:00:00 PDT 0 <![CDATA[Accounting Supervisor Tax]]> Tax Supervisor

As a Tax Supervisor, the candidate will lead and manage multiple tax engagements and strive to deliver quality tax services for our individual and business clients who are mainly in the real estate, entertainment, technology and services industries. The candidate will also supervise; train and mentor staff to help insure that staff goals are met and individual successes are achieved.

This position offers excellent opportunities for leadership and career advancement. Job duties include:

Preparation and detail review of complex federal and state income tax returns for individuals, and diverse business entities, including corporations (C, S and LLC), partnerships, trusts, estates, and foundations.
Proactive tax planning and coordination of tax strategies with the client and engagement team.
Correspondence with the client and tax authorities and internally with partners and other team members (good communication skills and the ability to work independently with partners, clients and third parties are critical to this position).
Performing complex tax research in response to client tax matters and preparation of research memos.
Management of and communication with multiple clients, including monitoring budgets and production goals.
Assisting with development and implementation of firm procedures and processes.
Supervising other team members, including: mentoring, coaching, training and evaluating.
Building new and existing client relationships.

Bachelor Degree
CPA License
3+ years public accounting experience
Strong organizational skills
Experience with high-technology/software
Strong communication and presentation skills

Benefits:

Competitive salary
Medical/HSA benefits
401(k) including profit sharing
Accrued Time Off (vacation and sick days)
Cafeteria plan

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Fri, 22 Apr 2016 00:00:00 PDT 0 <![CDATA[Accounting Supervisor Tax]]>

Irvine, CA

Our client is seeking an experienced Tax Supervisor / Manager to join a growing and well-established national firm

This position requires a high-energy, experienced tax professional with strong interpersonal and supervisory skills.

Our growing tax practice provides tremendous career opportunities in an environment of the highest ethical standards and professionalism.

We are committed to practicing work/life balance and offer extremely competitive salary and benefit packages.

Job Description

Supervise and help drive the success of multiple engagements in all facets of taxation
Perform initial review of complex tax returns for high net-worth individual, corporate and partnership/LLC clients
Interact closely with clients to provide innovative tax planning, consulting and compliance services in a timely and effective manner
Ensure complete client satisfaction through open communication, managing expectations, meeting deadlines and proactively sharing tax saving strategies
Work closely with Partners, Senior Managers and staff on client management, professional development and business development activities
Supervise, develop, train and mentor staff including performance and engagement reviews
Attend professional development and continuing education sessions on a regular basis

Qualifications

Masters in Taxation degree & CPA Certification required
5+ years tax experience required in a CPA firm setting
International tax, expatriate and inpatriate tax compliance and planning experience a plus
Strong technical skills pertaining to tax preparation and review, tax compliance, agency correspondence and tax research
Ability to problem-solve and think both creatively and logically
A demonstrated ability to self-direct and effectively organize, prioritize and manage multiple engagements under tight deadlines
Outstanding leadership, mentoring and interpersonal skills fostering client and internal relationships
Excellent analytical, organizational, and written and verbal communication skills
Ability to attract and develop profitable, sustainable client relationships

]]> Thu, 21 Apr 2016 00:00:00 PDT 0 <![CDATA[Accounting Manager Audit or Tax ]]> ACCOUNTING SUPERVISOR / MANAGER - Tax / Audit

Summary:

Our client is a full service public accounting firm that is consistently ranked as a top 100 firm nationally.

We're hiring a Tax or Audit Supervisor or Manager with strong accounting skills and three to six years of public accounting experience.

As a Supervisor/Manager you will be given the opportunity to develop your leadership skills while increasing your knowledge of audit and accounting.

Youâll also actively establish and maintain business relationships while participating in a comprehensive mentoring program.

The firm takes an active role in developing the potential of each of its team members.

As a Supervisor/Manager (Tax or Audit) you will:

Plan and manage multiple client engagements; understand clients goals and needs
Review complex tax returns
Strategize with Partners regarding tax planning
Manage engagements, provide recommendations, actively and independently research issues
Assist in identifying opportunities to guide clients toward achieving their goals and growth
Develop firm procedures and processes, as well as team members including: mentoring, coaching, training, supervising and evaluating
Develop and implement a personal marketing plan to attract new clients
401k plan audit and ESOP audit experience ideal

About the ideal candidate:

Ability to work well with the team and our clients is a must.
A solid understanding of basic accounting theory, audit, tax and accounting practices is necessary.
Bachelorâs degree in Accounting or Business is required.
CPA license.
Experience reviewing corporate, individual, fiduciary and flow-through entities, etc.
Ability to mentor and develop staff.
Excellent oral and written communication skills.

Auditing: 5 years

Required license or certification:

California's CPA License

Required education:

Master's

]]> Tue, 19 Apr 2016 00:00:00 PDT 0 <![CDATA[Accountant Senior Tax]]> Senior Accountant - Tax Department

QUALIFICATION GUIDELINES

Senior Accountant should have an undergraduate (or 5 year) degree and should have 3-7 years of tax experience working with closely held businesses and their owners. The Senior Accountant is a learned professional with primary duty of the performance of work requiring knowledge of an advanced type in the field of Accounting. Accountant is ready to assume responsibilities of Senior Accountant.

PERSONAL AND PROFESSIONAL DEVELOPMENT

CPA highly preferred or short term plan to obtain it, tax return review experience a plus
Adhere to professional ethics of Firm, AICPA and Nevada Society of CPAs
Maintain professional attitude, behavior and appearance
Adhere to Firm policy regarding client confidentiality
Take personal initiatives to develop career path
Adhere to Firmâs administrative policies
Meet chargeable hour goal

CLIENT SERVICE RESPONSIBILITIES

Responsible for managing client assignments and projects and delivering high quality service to clients
Work should be completed on a timely basis
Demonstrate professional interest in providing clients with quality services and personal attention by performing “above and beyond the call of duty,” if necessary
Assist other members of the firm to satisfy clients
Effectively communicate with clients, as required
Know services that SAB provides
Identify client issues and client service responsibilities
Perform any tasks necessary to satisfy clients
Gain client confidence through quality work and effective communication
Keep immediate supervisor informed as to status of work
Plan, organize and use time effectively
Bill for services as requested by partners or managers
Meet budget and utilization goals and supervise staff accountants for meeting budget goals

ADMINISTRATIVE RESPONSIBILITIES

Perform administrative tasks as assigned
Complete timesheets in a timely manner
Participate in staff and intern recruiting activities
Work closely with partners, managers and staff

TECHNICAL REQUIREMENTS AND RESPONSIBILITIES

Conduct research and prepare memorandums dealing with tax matters
Performs and documents accounting services to include recording journal entries, general ledgers, reconcile bank accounts and other general ledger accounts as necessary, prepare payroll and sales tax returns, prepare property tax returns and prepare all types of financial statements with minimum supervision
Apply basic accounting and auditing and tax knowledge to more complex and multiple projects
Improve technical skills through CPE, personal commitment and on-the-job training
Follow directions, complete tasks and review points with minimal supervision in a timely manner
Read current developments, pronouncements and research technical issues
Identify problem areas and client issues and propose solutions to managers and partners
Be proficient in use of computers and become proficient with Firm utilized software
Effectively wrap-up engagement
Identify value added suggestions from audit and reviews for client utilization
QuickBooks experience helpful

MARKETING RESPONSIBILITIES

Assist other Firm members as requested
Become involved in at least one outside civic, social or professional activity
Become proactive in developing referral source network
Become involved in the proposal process, as requested
FLSA: Learned Professional exemption

OTHER INFORMATION:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Thu, 14 Apr 2016 00:00:00 PDT 0 <![CDATA[Accounting Manager]]> ACCOUNTING MANAGER

Summary:

Our client is a full service public accounting firm that is consistently ranked as a top 100 firm nationally.

Recently named a BEST PLACE TO WORK in San Francisco, Los Angeles, Orange County, and the San Fernando Valley, as well as one of the BEST ACCOUNTING FIRMS TO WORK FOR nationwide, they are one of the largest accounting firms in Southern California.

We are seeking an experienced accounting professional to join our team. The right candidate will be familiar with a variety of accounting concepts, practices, and procedures, and will have the ability to rely on experience and sound judgment to plan and accomplish goals. This position will report to the Director of Finance and will be responsible for leading other team members in various interrelated duties.

Responsibilities will include, but are not limited to:

Assisting in monthly, quarterly and year-end financial closing processes;
Providing detailed reconciliation of cash, fixed assets, accounts payable, etc.
Assisting in regular processing of non-financial management reports;
Providing ad hoc analysis of billing and GL financial systems;
Managing team priorities and deadlines; and
Participating in special projects as assigned

Required Skills

Self-motivated with strong attention to detail and excellent work ethic;
Strong written and verbal communication skills with the ability to work effectively both individually and as a team; and
Solid reconciliation and analysis skills

The ideal candidate will have:

Minimum of 5 years of progressive accounting experience; and
Advanced skills in Microsoft Excel/data analysis; and
Wide experience with a financial or accounting systems

Individual with recent experience (8+ years) with a medium size public accounting firm.
MST preferred but not required.
Responsibilities include but are not limited to planning, preparation and review of business and individual tax returns along with reviewing more complex multi-state complex returns.
Candidates should have some familiarity with fiduciary taxation and employee benefits plans.
Proficient use of CCH ProSystem Fx Tax and related ancillary products such as engagement, data scan and client relate.
You will work directly with the partners and staff serving our client base.
Client interaction and responsibility skills a must.
Candidates should have strong written and verbal communication skills in order to discuss tax situations to clients with varying degrees of understanding levels.
Willingness to develop and manage an electronic communication system for time sensitive tax law changes, etc. using various electronic formats to our staff and clients.

]]> Sat, 02 Apr 2016 00:00:00 PDT 0 <![CDATA[Accountant Senior Tax]]> Tax Senior
Overview:
What do you want to become?

Work with great people and experience rewarding career opportunities. Our CPAs, advisors and dedicated staff serve clients in 50 states and internationally.
Responsibilities:
Essential Functions

Prepare individual, corporate, partnership or other tax returns
Plan and research tax issues
Calculate tax extension or estimate payments
Participate in client meetings alongside partners and managers
Assist with development and supervision of staff accountants

Qualifications:

High-level analytical and reasoning skills
Ability to meet stringent deadlines of our clients
Expert PC skills with strong proficiency MS Office suite and ability to learn new systems effectively
Strong verbal and written communication skills
Attention to detail without losing sight of the big picture
1+ years of public accounting experience required; 2-6 years of experience preferred
Bachelors or Masters degree in Accounting, Finance or related field is required
Current CPA designation
Previous experience or internships in a public accounting firm performing audit or tax work is a plus
U.S. citizenship or Lawful Permanent Resident status is required

]]> Fri, 01 Apr 2016 00:00:00 PDT 0 <![CDATA[Senior Tax Accountant ]]> Tax Senior

Job description

Are you a professional who is looking to work with a dynamic group of people who are committed to excellence?   Do you seek an environment that supports your development â both personally and professionally?   If so, we want to talk to you.

Our client is a Las Vegas CPA firm currently that has a career opportunity for a full-time Tax Senior with a minimum of 3 years of recent experience in public accounting.

We offer an excellent salary and benefits package that is competitive with the national firms, including assistance with relocation costs.

The client base consists of mid-sized to large closely-held businesses in a wide range of industries.   Our associates are exposed to an extensive variety of audit, financial reporting, tax, and consulting issues.   As a trusted advisor to our clients, we are committed to being involved with all aspects of their businesses.

Key Responsibilities:

Preparation of Corporate, Partnership, Trust, Real Estate and Individual tax returns
Develop and maintain productive working relationships with clients
Complete audit, review, and compilation procedures and documentation
Actively participate in engagement planning (i.e. budgeting, risk assessment, internal control evaluations, and strategic development)
Prepare or review financial statements, including disclosures
Assist with supervision, training, and development of staff
Research technical accounting and audit issues

Excellent written and verbal communication skills
The ability to work with others as a team
Dedication to providing superior client service
A desire to learn and grow, and a commitment to excellence
Have made progress towards passing the CPA exam

Develop and maintain productive working relationships with clients
Complete audit, review, and compilation procedures and documentation
Actively participate in engagement planning (i.e. budgeting, risk assessment, internal control evaluations, and strategic development)
Prepare or review financial statements, including disclosures
Assist with supervision, training, and development of staff
Research technical accounting and audit issues

Excellent written and verbal communication skills
The ability to work with others as a team
Dedication to providing superior client service
A desire to learn and grow, and a commitment to excellence
Have made progress towards passing the CPA exam

Prepare and review corporate tax returns, estimates, extensions, and assessments.
Prepare the consolidated FAS 109 and FIN 48 provision, the consolidated Corp Return to Provision, and the consolidated return.
Prepare quarterly GAAP, STAT (FAS 109), and IFRS provisions using CorpTax.
Assist Tax Director to respond to various tax issues, tax questions and external tax preparation vendor requests.

Job Requirements

5+ years tax experience with thorough knowledge of the tax process
BS in Accounting from an accredited university
CPA is a plus.
Independent worker able to work with no / minimal supervision
Strong research and writing skills
Strong skills in general accounting
Excellent MS Office experience

Manage financial analyses and consultation of clients
Provide management of key internal initiatives and projects
Provide client with plan design consultation and appropriate plan design recommendations through creative modeling and analyses
Conduct in-depth analyses to identify client specific trends, explain past program performance and recommend opportunities for improvement
Present analyses to client as part of Account Management account team
Provide analytical, quantitative, and financial cost modeling assistance in support of Account Management and client objectives
On-going management of a clientâs contract to ensure compliance with financial terms
Manage development of pricing for client renewals and prospects from P&L modeling to overseeing execution of client contract
Manage client profitability to targets and guidelines
Respond to RFP financial requests
Work with Sales and Account Management in creating pricing and product positioning strategies for both the Integrated (PBM) and Direct (AOB) business
Assist in the presentation and negotiation of client deals
Up to 5% travel

Qualifications:

Bachelorâs degree in business, mathematics, or finance required or similar work experience
3-5 years relevant work experience
Strong analytical and problem solving skills
Strong organizational skills
Strong focus on customer service
Excellent verbal and written communication skills
PC skills including knowledge of Microsoft office, Accredo and/or ESI systems
Ability to manage a workload with minimal supervision and lead meetings to drive an approach and solution
Entrepreneurial attitude, able to take ownership and deliver results
Experience in pharmaceutical, PBM or Healthcare industry helpful
Ability to work cross-functional to resolve complex contract issues
Ability to manage timelines and balance multiple deadlines
Understanding of specialty operations, systems, products and services helpful
Ability to adapt to a dynamic work environment, learn quickly, solve problems and make decisions
Solid understanding of the business divisions helpful.

]]> Fri, 18 Mar 2016 00:00:00 PDT 0 <![CDATA[Staff Internal Auditor]]> ESSENTIAL FUNCTIONS:

Obtains, analyzes, and appraises evidentiary data as a basis for an informed, objective opinion on the adequacy and effectiveness of the system of internal control
Plans or assists in planning, the scope of the audit, and prepares or assists in preparing the audit program
Surveys functions and activities in assigned areas under review to determine the nature of operations and the adequacy of the system of control in achieving established objectives
Prepares formal written reports, as requested, expressing opinions on the adequacy and effectiveness of the system of internal control
Makes, or assists in making, oral or written presentation to management during and at the conclusion of the examination, discusses deficiencies, recommends corrective action, and suggests improvement in operations and reductions in cost
Special projects as assigned

Qualifications:

Bachelorâs degree in Accounting, Finance, Business Administration, or related field or equivalent experience
Masterâs degree in Accounting (or met 150 hour requirement) preferred
2-5 years of experience in auditing, accounting or finance or Masterâs degree
Public accounting experience preferred
Pursuing CPA or CIA preferred
PC skills including knowledge of Microsoft Office and data analysis software (i.e. ACL)
Focus on quality and service
Experience working with cross functional departments to research and resolve issues using innovative solutions
Demonstrated ability to meet multiple deadlines and manage a heavy workload
Ability to handle sensitive or confidential information is critical
Knowledge of audit standards, policies and procedures
Understanding of business operations and processes helpful
Ability to build and maintain effective working relationships with ESI Management
Knowledge of the PBM or healthcare industry helpful
Excellent verbal and written communication skills along with presentation skills
Ability to work a flexible schedule to accommodate project deadlines and travel

]]> Fri, 18 Mar 2016 00:00:00 PDT 0 <![CDATA[Senior Manager - Internal Audit]]> Sr. Manager, Internal Audit

JOB SUMMARY

This position is part of the Internal Audit management team and is a direct report to the Director or Sr. Director of Internal Audit. Internal Auditâs primary responsibility is to fulfill its charter and assist in achieving its strategy and goals by improving the effectiveness and efficiency of risk management, internal controls and business processes in an independent and objective manner.

ESSENTIAL FUNCTIONS

Oversee the development of audit plans, programs and control guidelines based on risk analysis, evaluation of key business guidelines/procedures and industry best practices. Manage, budget and schedule audits/reviews of financial and operational business processes while providing guidance to the audit team regarding technical concepts and business operations and processes. Assist in managing and conducting ESIâs annual risk assessment process and prepare the annual risk based audit plan.
Responsible for ensuring documentation of audit activities are in accordance with professional standards (e.g., IIA, GAAP) and use of appropriate tools, techniques and procedures. Ensure accurate and timely identification and reporting of audit issues, issue resolution and delivery of high quality audit services. Monitors and evaluates ongoing progress of management action plans.
Provides on-going coaching to team members concerning quality, reliability, accountability and productivity. Reviews audit senior & staff work to ensure that it adequately supports audit findings and that reports are accurate, objective, clear, concise, constructive and timely.
Manages and/or performs special projects. Facilitates cross-functional meetings when necessary to investigate and resolve issues.
Prepares presentations for the Audit Committee and Senior Staff.

QUALIFICATIONS

BA/BS degree in Accounting, Finance, Business Administration, or related field;MA degree or MBA preferred
8 - 12 years of experience in internal or external auditing, including 2+ years of audit manager experience
Public accounting experience preferred
CPA, CIA, CISA or relevant certification required
PC skills including knowledge of Microsoft Office and data analysis software (i.e. ACL)
Build and maintain effective working relationships with ESI Management, focus on quality and service
Ability to work with cross functional departments to research and resolve issues using innovative solutions
Demonstrated ability to meet multiple deadlines and manage a heavy workload
Ability to handle sensitive or confidential information; Demonstrated understanding of audit standards, policies and procedures
Demonstrated confidence and skills to work with and present information directly to high-level management in other areas and functions in the Company
Ability to motivate employees, handle difficult employee relations issues and create a culture that supports high employee morale in a high performance organization
Thorough understanding of business operations and processes required
Knowledge of PBM or healthcare industry preferred; Experience working with SEC reporting
Excellent verbal and written communication skills along with presentation skills
Ability to work a flexible schedule to accommodate project deadlines and travel

Manage the consolidation of the global tax provision process
Presentation of tax matters in all SEC filings
Compile the global effective tax rate and global cash tax rate for presentation to Senior Management
Monitor variances between the tax provision and tax return and communicate those variances to tax management
Implement continuous improvements in the tax provision process
Carry out special assignments as required
Manage and lead other team members in periodic responsibilities and contribute to personnel matters such as recruiting, defining objectives and performance appraisals

Qualifications:

Basic Qualifications

Undergraduate Degree in Accounting or Finance with an advanced degree in Tax or Business Administration preferred
Licensed CPA
A minimum of 10 years combined experience in public accounting or in a U.S. public multinational company with revenues greater than $500M
Strong working knowledge of ASC 740, corporate income tax, accounting for foreign operations and uncertain tax positions
Experience with the consolidation of top tier entitiesâ tax provision
Working knowledge of SEC disclosure requirements related to income taxes and non-income taxes
Strong goal orientation, sense of urgency and attention to detail
Ability to establish priorities and to establish and meet deadlines
Strong communication skills
Must be able to adjust and work effectively in a dynamic, changing environment
Experience with OneSource software platform including UTP and OneSource Provision

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview or apply directly on our website at http://jobs.regalexecutivesearch.com/
]]> Tue, 15 Mar 2016 00:00:00 PDT 0 <![CDATA[Tax Senior Accountant]]> Summary:

Senior Accountants perform most work assigned with a minimum of assistance. They often lead one or more assistants, instruct them in work to be performed, review the work done, and direct necessary revisions. Seniors are required to make decisions on all but the most unusual accounting and auditing matters.

Essential Functions:

1.    Performs diversified accounting, auditing, and tax assignments under the direction of supervisor, manager or partner.

2.    Demonstrates competency in technical skills, work quality, and application of professional and Firm standards.

3.    Meets time constraints and client deadlines.

4.    Participates in planning and scheduling client engagements.

5.    Directs and instructs assistants, where applicable, in work to be performed and working paper review.

6.    Determines the extent of test-checking required in an audit and selects the transactions to be tested.

7.    Prepares and indexes working papers; performs various procedures to verify accuracy and validity of clientâs financial matters.

8.    Prepares complicated tax returns, and returns on dissolution or liquidation.

9.    Suggests client tax planning ideas to supervisor, manager, or Partner.

10. Prepares routine correspondence to client for approval and signature of a Partner; writes comments for management letters.

11. Drafts reports including footnotes.

12. Proactively takes ownership of projects, seeing them through to ultimate completion & delivery to client.

13. Performs the broadest range of accountant tasks so that direct participation of supervisors, managers, or Partners is kept to a minimum.

Knowledge, Skills and Abilities:

1.    Proficiency in use of computers and computer accounting and tax software programs.

2.    Well-rounded knowledge of accounting principles and personal income taxes.

3.    Ability to organize work and projects, prioritize and meet deadlines, and to complete work in an efficient and accurate manner.

4.    Ability to reason and effectively multi-task.

Requirements - Minimum Qualifications:

1.    At least three (3) yearsâ experience in public accounting, demonstrating a progression in complexity of tax knowledge, auditing, and accounting tasks.

2.    Bachelorâs degree in accounting, or Masterâs degree in accounting.

3.    Minimum of forty (40) hours of continuing professional education is required each year.

4.    Either hold a current and valid CPAâs license, or be working toward obtaining the license by taking and passing the applicable state CPA exam.

5.    If licensed, should be a member in good standing with the AICPA.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.

)
]]> Tue, 01 Mar 2016 00:00:00 PST 0 <![CDATA[Accountant Senior Tax]]> Tax Senior

One of the nationâs top accounting firms, and one of Southern Californiaâs largest, fastest growing full service CPA firm seeks a Senior Tax Associate with 3-5 years tax experience for our San Diego office.

Individual must be a technically savvy, “sleeves-up” person with excellent writing and interpersonal skills.

We are a work hard, play hard environment. We offer excellent compensation packages consisting of top-of the market salaries and benefits including, but not limited to, medical, dental, vision, and disability insurance, paid personal time off, and continuing education.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Mon, 29 Feb 2016 00:00:00 PST 0 <![CDATA[Tax Accountant - REIT]]> Tax Accountant â Los Angeles, CA

Our client leading global real estate and investment management firm headquartered in Los Angeles, California with 14 offices in 10 countries.

We are seeking a Tax Accountant candidate with 1-3 years accounting and tax experience.

Responsible for assisting Tax Manager in all aspects of tax reporting, including preparing various reports and schedules for income tax compliance and income tax accounting (ASC 740). Perform basis research, assist in tax planning activities, and complete other projects as directed.

Duties and Responsibilities:

Perform REIT tests and REIT administration activities
Prepare and/or review federal and state tax returns and work papers, including estimates and extensions
Prepare projected taxable income calculations
Prepare nonresident partner withholding tax calculation and related forms
Review tax depreciation and prepare reconciliation of fixed asset accounts
Prepare and maintain “permanent schedules”, including tax bases analysis, 704(c), cumulative book/tax differences, earnings and profits, etc.
Prepare income tax provision, deferred tax analysis, FIN 48 and tax related financial disclosures
Prepare and maintain tax financials
Assist in all tax compliance activities including interaction with outside accounting firms for certain outsourced returns
Substantial interaction with accounting and other departments especially in regards to data collection
Assist in advising management on miscellaneous tax matters including acquisition and liquidation analysis and other project as necessary
Federal and state tax research as necessary
Assist with tax audits as necessary
Achieve and maintain a working knowledge of the business operations
Demonstrates behaviors which are aligned with the organizationâs desired culture and value

Job Requirements

BA in Accounting required. CPA is a plus
1 - 3 years of accounting and tax experience. Experience in both private industry and public accounting is a plus
Experience in corporate and partnership income tax matters
Knowledge or experience with ASC 740, SOX, and SEC reporting is a plus
Familiarity with REIT, registered investment companies, and multi-states tax is a plus
Excellent Microsoft Office computer skills, including Excel & Word
Excellent communication skills both written and verbal
Strong work ethic, team player with strong attention to detail and ability to work independently
Proven track record at delivering timely and accurate information in a fast paced environment
Excellent critical thinking, problem solving, mathematical and sound judgment skills

Other Information:

We are seeking qualified candidates available to start immediately.

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview or apply directly on our website at http://jobs.regalexecutivesearch.com/
]]> Fri, 26 Feb 2016 00:00:00 PST 0 <![CDATA[Accountant Staff]]> Staff Accountant - Software Startup â Silicon Valley

Our client is a startup company specializing in next-generation SaaS solution for managing data centers.

They are looking for a highly skilled staff accountant to join their team as they build out a world class accounting department.

Responsibilities:

The Staff Accountant will be primarily responsible for the Accounts Payable process and supporting the month-end close. This position will initially report to the CFO.
Perform month-end close activities including journal entries and balance sheet reconciliations
Assist with the annual audit process including preparation of supporting audit schedules
Perform the processing and recording of accounts payable transactions and ensure that all invoices and staff reimbursements are paid accurately and in accordance with company policies and procedures
Review and reconcile AMEX and Chase credit card statements and cardholder receipts and record transactions to the general ledger every month
Prepare and post: monthly accruals, amortization of prepaid expenses, fixed assets depreciation and recording of adjusting and reclassification journal entries.
Perform general accounts analysis and reconciliations, including bank statements, fixed assets, accruals and prepaid expenses.
Assist in the preparation and review of the financial statements
Maintenance of finance and accounting policies and procedures
Ad hoc projects as needed
Assist with federal, state and local tax reporting
Requirements:
Bachelorâs degree in Accounting or Finance, or related experience
Strong understanding of accounting and GAAP knowledge
Excellent verbal and written communication skills
Strong attention to detail and advanced MS Excel skills are a must
Must be able to work in a fast paced, high volume environment
Ability to work and communicate as a team but own your tasks with minimal supervision
Certification â CPA, CMA or CIA

Nice to Haves:

Experience with NetSuite system a plus
Startup experience a plus

Perks:

World-class team, stock options, competitive cash compensation
Close to public transport
High energy company culture that likes to win and have fun together

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Sat, 20 Feb 2016 00:00:00 PST 0 <![CDATA[Accounting Manager Tax]]> Tax Manager â Los Angeles, CA

Our client leading global real estate and investment management firm headquartered in Los Angeles, California with 14 offices in 10 countries.

The Tax Manager will primarily focus on meeting the Companyâs tax compliance and reporting needs. This individual will be expected to assist the Tax Director in developing processes and procedures for the tax department, monitoring and complying with tax and accounting deadlines.

Essential Duties and Responsibilities:

Responsible for ASC740 preparation of deferred tax assets, valuation allowances, and rate reconciliations
Review and approve tax related journal entries, reconciliation of the tax accounts and ensure the accuracy of required supporting documentation
Conducts tax research and prepares quarterly tax footnote disclosures and tax discussion for the MD&A
Assist with internal tax compliance controls for accuracy (SOX) and quarterly audit requests and other tax related requests
Manage the delivery of quarterly taxable income estimates, tax payments & certain provisions
Coordinate with service providers for preparation and delivery of required federal and multi-state income tax returns for numerous partnerships, REITs, LLCs; review related income tax workpapers prepared by service providers
Assist with the maintenance of the fixed asset database
Assist in resolution of federal, state and local tax notices and audits
Perform research on various direct and indirect tax issues and prepare various tax filings
Perform other duties as requested by management

Qualifications:

4-year degree in accounting, finance or other business related field
5+ years of public accounting tax experience or 6+ years of related experience (combination of public and private preferred)
Certified Public Accountant (CPA)
Proficient with accounting for income taxes (ASC740) is a must
Must be detail oriented, efficient and organized
Ability to manage and prioritize multiple projects and manage upward to multiple individuals in a fast-paced environment with tight deadlines
Ability to identify and propose solutions to complex tax issues
Ability to multi-task and work in tight frames and deadlines
Excellent oral and written communication skills
Proficient in Excel at an advanced level
Ability to work cooperatively and collaboratively with all levels of employees, management and external vendors to maximize performance, creativity, problem solving and results

Working Conditions:

Typical Office Environment â no unusual exposures
Occasional overtime and weekends required throughout the year

This job description represents the basic qualifications for the position.

Other Information:

We are seeking qualified candidates available to start immediately.

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview or apply directly on our website at http://jobs.regalexecutivesearch.com/
]]> Thu, 18 Feb 2016 00:00:00 PST 0 <![CDATA[Audit Manager]]> Audit Manager

Full Job Description

Who we Are-

Full service, PCAOB registered CPA firm. Ranked as one of the Top 30 CPA Firms by the Orange County Business Journal, we have served both family owned and publicly traded businesses for over 30 years.

Duties and Responsibilities

Manage client audit, review and compilation engagements, from planning and execution to financial statement issuance and audit wrap up.
Have a strong understanding of U.S. Generally Accepted Accounting Principles (US GAAP).
Have a strong understanding of PCAOB and SEC standards and common audit procedures and techniques.
Have a strong understanding of audit, review and compilation engagements and the required procedures and documentation for each.
Ability to supervise audit staff accountants and manage the engagements.
Have a strong working knowledge of various industries and client businesses (i.e., SEC engagements, manufacturing, distribution service, not-for-profit, etc).
Manage risk-based audits.
Interact with key client management to plan, gather information, discuss and resolve accounting, auditing and reporting issues, and make recommendations for business and process improvements.
Perform engagement administration including drafting engagement letters, billing, follow up, and preparation of proposals.
Ensure engagements are performed within budgets.
Ability to network in the business community to enhance company presence.
Ability to develop business through networking, association involvement and other means.
Ability to research and apply technical accounting literature to client engagements.
Perform other related duties as necessary.

Requirements and Qualifications

The successful candidate will possess the following basic qualifications:

5 â 7+ years of public accounting experience with a Big 4 or Large National Firm.
Valid CPA license.
Excellent analytical, interpersonal, oral and written communication skills.
Ability to work independently and follow instructions and guidance from partners.
Ability to thrive in a dynamic team environment.
Professionalism, dependability, integrity and trustworthiness combined with a cooperative and can-do attitude.
Highly motivated self-starter.
Dedicated to superior client service.
Strong organizational skills and attention to detail.

The successful candidate will possess the following qualifications:

Proficiency or ability to learn audit software, specifically ProSystems FX Engagement or similar software is a plus.
Proficiency or ability to learn Accounting Research Manager (research tool).

Education and Licenses

Bachelorâs Degree in Accounting.
CPA certification (active).

]]> Wed, 17 Feb 2016 00:00:00 PST 0 <![CDATA[Audit Senior]]> Audit Senior

Position Summary

Our client is a full service accounting, auditing and financial services firm located in Pasadena and Woodland Hills in California, are seeking a highly motivated and experienced audit professional to be part of our growing team.

Our compensation and benefits packages are very competitive. We believe in paying whatever it takes to get the best and the brightest professionals.

Description, Responsibilities & Requirements

Requirements:

At least two years of public audit experience in public accounting
CPA or demonstrating progress towards obtaining CPA certification
BA/BS degree from an accredited college/university with a degree in accounting
Proficiency in GAAP and GAAS procedures and standards
Ability to problem solve and think independently with strong interpersonal and analytical skills
Excellent communication, both written and verbal, at all levels of the organization, internally and externally
Strong computer skills including Microsoft Office, especially Excel, and audit software

Responsibilities:

Ability to balance multiple projects while providing timely, high quality client service that meets or exceeds client expectations
Preparation of financial statements and related disclosures with an eye on quality, thoroughness and accuracy
Communication with clients and understanding of clientâs business
Supervising and teaching staff and interns on engagements
Keeping abreast of the latest developments and ensuring individual professional development through ongoing education
Anticipating and addressing client concerns and escalating problems as they arise
Recognizing opportunities to increase level and types of services to clients

Bachelor's degree in accounting required; Master's degree in Taxation preferred
Minimum of 5 years of tax experience gained within a public accounting firm or related experience
Minimum 5 years of Not for Profit/Higher Education industry experience
CPA required
Broad basic background in gift & estate, corporate and partnership taxation
Excellent verbal and written communication skills

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Thu, 11 Feb 2016 00:00:00 PST 0 <![CDATA[Tax Accountant ]]> Tax Accountant

Immediate opening for tax accountant for Encino Firm.

Job Description:

Both temporary tax season only and/or permanent positions are available.
Candidate must have at least 2 years of tax preparation experience in public accounting.
Prepare federal and state tax returns (individuals, corporations, trusts, partnerships). Knowledge of tax law required.
Must know Lacerte, QuickBooks, and Excel.
Must have excellent written and verbal communication skills.

Job Type: Temporary

Local candidates only:

Encino, CA

Required experience:

Tax prep: 2 years

Required education:

Bachelor's

]]> Thu, 11 Feb 2016 00:00:00 PST 0 <![CDATA[Accountant Senior Tax ]]> Senior Tax Accountant

Could this be your next, very wise career move?

Who are we?

Providing practical solutions focused on client needs is what our client, a leading accounting and consulting firm, does best! Our team members are an enthusiastic and diverse group of professionals actively involved in civic and professional organizations throughout Nevada and we are committed to guiding and developing our team members to become successful leaders within our firm.

What are the career opportunities?

Leadership training and development.
Multiple career tracks to management, associate, partner.
Cutting edge technology and research tools.
Diversity of firm practice areas, including international tax.
Empowered team environment.

Opportunity to:

Make a difference as a valued team member.
Build your own practice within the practice.
Grow professionally and personally.
Develop your own niche / expertise or focus.

What will I be doing?

Preparing complex business and individual tax returns, involving tax compliance, multi-state and international tax structure issues.
Reviewing business and individual returns.
Helping clients to balance compliance details and long-term tax strategy.
Supervising less experienced tax team members, including coaching and mentoring for career success.
Tax planning and research.
Preparing tax provision following FAS 109.
Identifying accounting, business and tax issues/opportunities and developing solutions/recommendations.
Clearly communicating recommendations verbally and in writing that aligns the tax function with business objectives.
Building client relationships and trust.
What skills and knowledge should I have?
5+ years of experience in accounting, 2 years in public accounting.
Self-starter and successful with minimal supervision.
Solid understanding of basic tax and accounting theory and practice.
Highly motivated, exceptional organizational skills and attention to detail.
Ability to work in a fast pace, handle multiple client engagements, multi-task and meet deadlines.
Solid technology skills, including all Office applications; QuickBooks and other accounting system expertise.
Strong interpersonal skills and excellent communication (both verbal and written), including the ability to simplify and communicate complex business information.
CPA license.
Bilingual skills a plus.
International tax expertise a plus.
What are the benefits/perks?
Enjoy coming to work in a friendly, supportive and collaborative culture.
Experience a comfortable work/life balance, including 20 days PTO (paid time off).
Be rewarded for your efforts with career growth opportunities.
Excellent and comprehensive health benefits.
401K w/match and profit sharing.
Flexible schedules/hours.
Centrally located in Mission Valley.

Required experience:

Accounting: 5 years

How do I learn more?

If this sounds like the kind of positive and encouraging environment in which you could see yourself succeeding, learn more at http://jobs.regalexecutivesearch.com/

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview

Or apply on our website at http://jobs.regalexecutivesearch.com/
]]> Wed, 10 Feb 2016 00:00:00 PST 0 <![CDATA[Accountant Tax]]> Tax Accountant

Could this be your next, very wise career move?

Who are we?

Providing practical solutions focused on client needs is what our client, a leading accounting and consulting firm, does best! Our team members are an enthusiastic and diverse group of professionals actively involved in civic and professional organizations throughout Nevada and we are committed to guiding and developing our team members to become successful leaders within our firm.

What are the career opportunities?

Leadership training and development.
Multiple career tracks to management, associate, partner.
Cutting edge technology and research tools.
Diversity of firm practice areas, including international tax.
Empowered team environment.

Opportunity to:

Make a difference as a valued team member.
Build your own practice within the practice.
Grow professionally and personally.
Develop your own niche / expertise or focus.

What will I be doing?

Preparing complex business and individual tax returns, involving tax compliance, multi-state and international tax structure issues.
Reviewing business and individual returns.
Helping clients to balance compliance details and long-term tax strategy.
Supervising less experienced tax team members, including coaching and mentoring for career success.
Tax planning and research.
Preparing tax provision following FAS 109.
Identifying accounting, business and tax issues/opportunities and developing solutions/recommendations.
Clearly communicating recommendations verbally and in writing that aligns the tax function with business objectives.
Building client relationships and trust.
What skills and knowledge should I have?
5+ years of experience in accounting, 2 years in public accounting.
Self-starter and successful with minimal supervision.
Solid understanding of basic tax and accounting theory and practice.
Highly motivated, exceptional organizational skills and attention to detail.
Ability to work in a fast pace, handle multiple client engagements, multi-task and meet deadlines.
Solid technology skills, including all Office applications; QuickBooks and other accounting system expertise.
Strong interpersonal skills and excellent communication (both verbal and written), including the ability to simplify and communicate complex business information.
CPA license.
Bilingual skills a plus.
International tax expertise a plus.
What are the benefits/perks?
Enjoy coming to work in a friendly, supportive and collaborative culture.
Experience a comfortable work/life balance, including 20 days PTO (paid time off).
Be rewarded for your efforts with career growth opportunities.
Excellent and comprehensive health benefits.
401K w/match and profit sharing.
Flexible schedules/hours.
Centrally located in Mission Valley.

Required experience:

Accounting: 5 years

How do I learn more?

If this sounds like the kind of positive and encouraging environment in which you could see yourself succeeding, learn more at http://jobs.regalexecutivesearch.com/

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview

Or apply on our website at http://jobs.regalexecutivesearch.com/
]]> Wed, 10 Feb 2016 00:00:00 PST 0 <![CDATA[Tax Manager - Indirect Tax]]> Indirect Tax Manager

Summary

Our client, a leading bottled beverage manufacturer in the U.S

We are seeking an Indirect Tax Manager to join their team

The Indirect Tax Manager plays a critical role in all aspect of indirect tax compliance and other specialty taxes including sales/use tax, property tax, etc. This position reports to the Senior Tax Manager.

Detailed Description

Manage comprehensive sales & use tax functions, including preparation of monthly sales tax returns, determine taxability of various transactions, issue tax exempt certificate, research sales tax issue for all current and future locations
Manage Value Added Tax for international operation in Mexico
Review and modify current procedures to address tax variance issues with Accounts Payable
Take complete ownership of EBTax Module (Oracle R12) including, but not limited to, setting up new tax rules, fiscal code classification, maintain sales tax rules database
Defend all sales/use tax audits, property tax audits, and any other indirect tax audits (including, but not limited to, providing data, conducting plant tours, entering into settlements)
Manage business license renewals for all 19 locations (plus annexes)
Manage all property tax compliance and payment
Manage property tax appeals with consulting firms as appropriate
Assist in international tax research and planning (VAT, duties, etc.)
Assist Tax Manager with income tax compliance on an ad-hoc basis
Research various tax issues related to H/R and work with H/R to implement new procedures
Work cohesively with the Economic Development group to ensure we obtain the best tax incentives possible
Perform annual incentive compliance with governmental agencies regarding property tax/sales tax abatements
Perform tax research to support domestic and foreign expansion

Work Experience

Required:

7-10 years sales/use tax, property tax, audit defense, international taxes.
At least 4 years of public accounting experience.
Experience may include a combination of work experience and education

Competencies

Problem Solving - identifies and resolves problems in a timely manner; gathers and analyzes information skillfully.
Planning/Organizing - uses time efficiently; plans for additional resources; sets goals and objectives; organizes or schedules other people and their tasks.
Detail oriented and accurate - minimizes mistakes, follows every step in a process and follows through with all tasks
Oral Communication - speaks clearly and persuasively in positive or negative situations; demonstrates presentation skills.
Written Communication - writes clearly and informatively; presents numerical data effectively; able to read and interpret written information.
Leadership - inspires and motivates others to perform well; influences actions and opinions of others; Displays passion and optimism.
Managing People - fosters quality focus in others; Improves processes, products and services

Education

Bachelor's Degree in Business Administration
MBA or Juris Doctor Preferred

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Fri, 29 Jan 2016 00:00:00 PST 0 <![CDATA[Accountant Tax Associate]]> TAX ASSOCIATE

POSITION SUMMARY

The Tax Associate reports to the Tax Manager and works closely with the other Tax Associates in the department. The position is responsible for the preparation and review of tax returns, including ensuring all federal and state income tax returns are prepared timely and accurately and in compliance with applicable laws. The position is also responsible for 1099 year-end tax information reporting.

PRIMARY RESPONSIBILITIES

Tax return preparation: Prepare corporate, fiduciary (complex, grantor, simple and split-interest), gift, individual, partnership and private foundation tax returns, including preparation of work papers and lead sheets; preparation of tax projections and related estimated payments; analyze client information and offer recommendations for reducing client tax liabilities; perform tax research.
Assist in preparation of our clientsâ1099 (1099-B, INT and DIV) year-end tax information reporting, including reviewing, recommending, and making adjustments to client year-end tax reports.
General accounting for client businessâ to be used in preparing income tax returns, including preparation of trial balances and related adjusting journal entries; preparing deposits and disbursement requests.
Stay current on latest tax law changes. Take advantage of continuing education opportunities.
Assist with general administrative functions of the Tax Department.
Assist with other Corporate accounting projects as needed.
Special projects, as necessary.

COMPETENCIES REQUIRED

Minimum 2+ yearsâ experience in tax preparation.
Excellent knowledge of federal and state tax laws and regulations.
Strong knowledge of Excel, Word and Quick Books.
Strong written and verbal communication skills. Must be able to communicate clearly and concisely with senior management, client administration, portfolio managers and high-net-worth clients.
Strong reconciliation and analysis skills.
Must be a team player and be willing to work over-time (including weekends) when necessary.

PERSONAL CHARACTERISTICS

Strong client service focus. Responsive to needs of colleagues and clients.
Ability to prioritize and multi-task.
Meticulous attention to detail. Must be thorough and accurate.
High integrity with a strong work ethic.

EDUCATIONAL REQUIREMENTS

Bachelorsâ degree required.
Masterâs degree in taxation preferred.
CPA not required but it would be expected that they are working towards this goal.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Fri, 22 Jan 2016 00:00:00 PST 0 <![CDATA[Accounting Manager Tax - Trusts and Estates]]> Tax Manager - Trusts and Estates

POSITION SUMMARY

Our firm is currently assisting a CPA Firm in Orange County area to identify an expert in the preparation of trusts, estate, gift tax returns and trust accounting for a Trust & Estates/Fiduciary Tax Manager position.

The Trust & Estates Tax Manager will assume full responsibility for directing multiple engagements; review estate fiduciary income tax returns, along with the decedent's final individual tax return; review trust fiduciary income tax returns and individual income tax returns; analyze estate planning documents including wills, codicils and trust instruments to determine the proper treatment of assets and liabilities for tax purposes; develop postmortem tax-saving strategies for the estate accounts; and provide oversight and direction to a team of tax specialists in the delivery of tax services.

Qualifications

CPA certification
Recent Public Accounting experience.
Expert knowledge in the preparation of trusts, estate, gift tax returns and trust accounting.
Minimum of five yearsâ experience in the preparation and review of fiduciary income tax returns. Seven years or more preferred.
Prior client management experience.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Fri, 22 Jan 2016 00:00:00 PST 0 <![CDATA[Tax Accountant Preparer - Temp]]> Tax Accountant Preparer - Temp

Position Summary

Our client, a Local CPA firm is seeking a dynamic Tax Preparer to help their growing office.

Description:

Our client is looking for an individual to help with tax preparation. The ideal candidate will have exposure to filing individual tax returns, be detail oriented, and have excellent communication skills! This could be temp to hire for the right individual.

Requirements

Must have experience with Individual, Corporate, and Partnership tax returns.

Looking for someone experienced in QuickBooks & Lacerte.

Local candidates only:

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Wed, 20 Jan 2016 00:00:00 PST 0 <![CDATA[Accounting Supervisor Accounts Payable]]> Accounts Payable Supervisor

Our client is a nationally recognized nonprofit corporation that produces, preserves, and operates supportive housing in and around downtown Los Angeles. They serve the poorest and most vulnerable people in Los Angeles, including homeless individuals and those who may become homeless.

Position Summary

Working under the direction of the Director of Finance and Accounting the Accounts Payable Supervisor is responsible for the oversight and direction of the daily accounts payable functions to insure all invoices for our client and its related entities are processed and paid timely and accurately, according to the Trustâs accounting policies and internal controls.

Qualifications

·         Bachelor's degree and/or degree in accounting, finance or business preferred

·         Prior accounts payable and cash management experience;

·         Staff Supervision

·         Ability to analyze and monitor financial statements and budgets and other reports

·         Must oversee all accounts payable functions

·         Ability to supervise staff accounts and A/P specialists and assist in their training and development.

Computer literacy to include moderate to high typing skills, ability to work with Microsoft Office applications such as Word and Excel and the ability to learn new software, as needed; and

· High level of competence with Excel and Yardi software

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Tue, 12 Jan 2016 00:00:00 PST 0 <![CDATA[Accountant Grants]]> Grants Accountant

Our Client is a nationally recognized nonprofit corporation that produces, preserves, and operates supportive housing in and around downtown Los Angeles. They serve the poorest and most vulnerable people in Los Angeles, including homeless individuals and those who may become homeless. Our VISION is that all residents of downtown Los Angeles have a home that is affordable and safe.

Position Summary

Working under the direction of the Director of Finance and Accounting and working closely with the Fund Development Manager and the Resident Services Manager, the Grants Accountant is responsible for post-award grant administration, managing grant records and reporting procedures and timetables, and other related accounting duties relating to allocating costs to the departments of the client and to its related entities. The Grants Accountant exercises independent judgment and discretion and is responsible for making recommendations to improve grant reporting procedures and compliance. The duties of this position include, but are not limited to, the following:

Qualifications:

Bachelor's degree and/or degree in accounting, finance or business preferred;
Three (3) to five (5) years' experience in governmental and private funders grants accounting and reporting.
Working knowledge of intermediate accounting and government grant compliance procedures.
Ability to analyze and monitor financial statements and budgets and other reports
High level of competence with accounting spreadsheet, database and word processing programs required; knowledge of Yardi and/or QuickBooks software a plus.
Computer literacy to include moderate to high typing skills, ability to work with Microsoft Office applications such as Word and Excel and the ability to learn new software, as needed.
Ability to read, analyze, and interpret technical procedures, and/or governmental regulations.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Tue, 12 Jan 2016 00:00:00 PST 0 <![CDATA[Accountant Senior Property]]> Senior Property Accountant

Our client is a nationally recognized nonprofit corporation that produces, preserves, and operates supportive housing in and around downtown Los Angeles. They serve the poorest and most vulnerable people in Los Angeles, including homeless individuals and those who may become homeless. Our VISION is that all residents of downtown Los Angeles have a home that is affordable and safe.

Position Summary

The Senior Property Accountant will assist the Director of Finance and Accounting with accounting, cash management, payroll, budgets, audits, bookkeeping and financial reporting of the client's entities.

Qualifications

Bachelor's degree in Accounting, Finance or Business Administration required; and
Minimum of 5-7 years professional experience, preferably in affordable housing, federal low-income housing and homeless services programs, construction accounting, nonprofit accounting, and property management.
Have the ability to analyze and monitor financial statements and budgets and other reports.
Computer literacy to include moderate to high typing skills, ability to work with Microsoft Office applications such as Word and Excel and the ability to learn new software, as needed.
High level of competence with accounting spreadsheet, database and word processing, knowledge of Yardi Voyager and/or QuickBooks software is required.
Must review and analyze the monthly propertiesâ financial statements as prepared by the Staff Accountant.
Must maintain financial records for the projects in development, and provide financial reports as needed by the Development Department.
Correspond with outside auditors and tax professionals in preparing supporting schedules and providing other documentation as requested by auditors and tax professionals.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Tue, 12 Jan 2016 00:00:00 PST 0 <![CDATA[Partner Tax]]> Tax Partner â Confidential Search

Job Description

Our client, one of the fastest growing full service accounting firms in California, is seeking a Tax Partner for its office in Southern California.

Are you ready to be recognized as a Tax leader and want to finally call the shots?

We are confidentially searching for a Tax Partner who is a strong technical subject matter expert to manage clients and tax engagements with interesting domestic and international companies in various industries including manufacturing and technology industries.

The selected Partner will be responsible for:

Management of client engagements encompassing:
Retention, and development and of a high quality team
Technical oversight of tax work for domestic and international clients
Management of client relationships
Quality control of delivered work product
Business and process improvements
Understand and manage firm risk on tax services
Manage, develop, train, and mentor staff on tax projects
Thought leader and technical expert on complex tax returns
Consult on complex tax matters
Manage tax research projects

Required Skills

The ideal candidate will possess:

Current or recent experience as a Tax Senior Manager, Director or Partner in the Tax Services Practice in a Big-4, national, or large regional sized Public Accounting firm, with a clear progression of career advancement
Demonstrated ability to generate business through current client contacts and networking
Active CPA required; MST, JD, and/or LLM highly preferred
10-15 years progressive federal tax consulting and/or compliance experience in public accounting
Proven success in a leadership role managing high level clients and high performing teams
Experience managing high level engagements with in-bound and out-bound tax clients
Client industry experience in multiple industries including Manufacturing and/or Technology sector
Strong Federal Compliance experience
Experience with ASC740 required
Exceptional verbal and written communication skills with a demonstrated ability to develop and maintain outstanding client relationships

What's In It for You

Extremely competitive compensation package that matches or exceeds the Big 4
Excellent work/life balance

This is the opportunity you've been waiting for - reach out and talk to us today!

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Tue, 12 Jan 2016 00:00:00 PST 0 <![CDATA[Accountant Senior Tax]]> Tax Senior

One of the nationâs top accounting firms, and one of Southern Californiaâs largest, fastest growing full service CPA firm seeks a Senior Tax Associate with 3-5 years tax experience for our San Diego office.

Individual must be a technically savvy, “sleeves-up” person with excellent writing and interpersonal skills.

We are a work hard, play hard environment. We offer excellent compensation packages consisting of top-of the market salaries and benefits including, but not limited to, medical, dental, vision, and disability insurance, paid personal time off, and continuing education.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Tue, 12 Jan 2016 00:00:00 PST 0 <![CDATA[Accountant Senior Tax]]> Our client has immediate openings for a Tax Senior Associate.

Tax seniors are responsible for tax compliance, associate development, management of client relationships, and some direct client contact. Seniors are expected to competently handle a wide variety of tax compliance issues
Tax Seniors contribute to activities at the senior level including interfacing with associates for project management, time management, and general supervision and guidance
They are responsible for keeping current on and possessing sound knowledge of Taxation Codes and Regulations
They will participate in training and developing staff and building a team-centered client service team; monitor client issues related to compliance services and maintain a consistently high quality tax solution; and monitor engagement status and profitability as well as attending to clients expectations
Seniors will be responsible for preparing and reviewing federal and state tax returns for partnerships, C corporations, S corporations, and individuals
Other tax compliance responsibilities may include IRS audit assistance, tax notice response, trust returns, gift and estate returns

Requirements:

Minimum 3 years Public Accounting experience with a tax focus and supervisory experience
Bachelors degree required; Masterâs degree in Accounting, Masters of Taxation or related field desirable
CPA certification or ability to obtain certification is required
High degree of self-motivation and self-investment
Excellent interpersonal and communication skills, including effective English language speaking and writing skills
Committed to excellence and dedication
Willingness to learn and be challenged
Possesses excellent time management and prioritization skills
Able to effectively communicate with clients and team-members
Displays sound business and professional judgment
Possesses initiative, is proactive and a self-starter
Works well under pressure and client deadlines

]]> Fri, 08 Jan 2016 00:00:00 PST 0 <![CDATA[Accountant Tax Staff]]> TAX ACCOUNTANT

Summary:

Our client is a full service public accounting firm that is consistently ranked as a top 100 firm nationally.

Recently named a BEST PLACE TO WORK in San Francisco, as well as one of the BEST ACCOUNTING FIRMS TO WORK FOR nationwide

We support our staff by providing ongoing training programs, excellent technical resources, close interaction among partners and clients, a competitive compensation and benefits package, advancement opportunities, and a team-oriented working environment.

Our San Francisco office is currently seeking a friendly, enthusiastic, high-energy individual to join our Firm as an accountant in our Tax department.

Staff accountants are given a wide variety of diversified accounting and tax assignments under the supervision of different professionals. A staff accountant should begin to build a knowledge base of the Firmâs service offerings. Performance is judged based on the quality of work, application of accounting knowledge, and ability to meet time constraints.

Essential Functions:

Prepares business and personal tax returns.
Performs other accounting, auditing and tax duties as needed in engagements and as assigned by supervisory personnel.
Compiles work papers and other accounting reports.
Understands technical tax issues and applies Internal Revenue Code and tax regulations to client situations.
Provides current information on progress of assigned tasks to the immediate supervisor and suggest improvements in methods of accomplishing the purpose of the assigned task.
Prepares and indexes working papers; performs various procedures to verify accuracy and validity of clientâs financial matters.

Nonessential Functions:

Seeks opportunities for assignments to absorb available time by communicating before they have no more work.
Punctually enters time and expenses daily to support efficient billing processes.
Maintains appropriate compliance with all Firm and Tax department policies and procedures.
Such other duties as may be assigned.

Knowledge, Skills and Abilities:

Ability to organize work and projects, prioritize and meet deadlines.
Ability to complete work in an efficient and accurate manner.
Proficiency with computer, spreadsheet software program, and calculator.
Well-rounded knowledge of accounting principles and personal income taxes.

Supervisory Responsibilities: N/A

Working Conditions:

Occasional overtime work required throughout the year. Heavy overtime work required from January 1 to April 15, may be in excess of 55 hours per week.
Works in the office 98% of the time.
Minimal Hazards. General office working conditions.

Minimum Qualifications:

Minimum of 1 year experience in public accounting.
Bachelorâs degree, usually in accounting, or Masterâs degree in accounting.
Prepare for CPA license by taking and passing the California CPA exam.

Success Factors:

Ability to communicate clearly and concisely in English.
Positively seeks knowledge, new task and responsibilities.
This job description does not list all the duties of the job. You may be asked by Partners or peers to perform, or assist in performing, other instructions and duties.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Thu, 07 Jan 2016 00:00:00 PST 0 <![CDATA[Audit Manager]]> Audit Manager

Summary

Our client, a rapidly growing full service CPA firm with multiple offices in California.

They provide accounting, payroll, auditing, tax and consulting services to individuals, businesses and non-profit organizations.

We are seeking an Audit Manager to join their team in the San Francisco office

DESCRIPTION

As an audit manager, you will plan engagements, manage fieldwork, and supervise audit staff. You will communicate audit and accounting issues to clients and engagement leaders, and assist in concluding and wrapping up audits.

The minimum qualifications for Audit Manager are:

Bachelorâs degree, preferably with a major in Accounting or comparable subject, and a CPA
5 to 10+ years of experience in public accounting
Organizational skills, including an ability to manage multiple engagements
A willingness and desire to work on projects from planning to completion, with an emphasis on quality and timeliness
Ability to identify auditing and accounting issues and to communicate them clearly and timely
Ability to oversee all tasks associated with audit engagements, including mentoring and coaching of all audit staff
Outstanding interpersonal skills
Excellent oral and written communication skills
Experience with business software applications including Excel

Other Information:

Equal opportunity employer

Offering competitive salary and benefit packages.

To apply, send resume in word format with current salary for review and immediate interview.
]]> Thu, 07 Jan 2016 00:00:00 PST 0 <![CDATA[Audit Manager]]> Junior Audit Manager

Summary

Our client, a rapidly growing full service CPA firm with multiple offices. They provide accounting, payroll, auditing, tax and consulting services to individuals, businesses and non-profit organizations.

We are seeking an Junior Audit Manager to join their team in the San Francisco office

The successful candidate should have at least 3 yearsâ experience and must be able to perform audits, reviews and compilations of financial statements, as well as prepare

tax compliance documents for clients.

A BA/BS is required along with 5 years of relevant progressive post-Bachelorâs experience or, alternatively, an MA/MS with 3 yearsâ relevant experience.

From the inception of our firm, there has been a commitment to providing a balanced, cohesive work environment. This culture is evidenced by our relatively low turnover at all staff levels.

Other Information:

Equal opportunity employer

Offering competitive salary and benefit packages.

To apply, send resume in word format with current salary for review and immediate interview.
]]> Tue, 05 Jan 2016 00:00:00 PST 0 <![CDATA[Audit Senior]]> Audit Senior

Position Summary

Our client, a national CPA firm with multiple offices is seeking a dynamic Senior Staff Auditor to join our growing San Francisco office.

Senior Staff Auditor will have an opportunity to work on a variety of clients across industries.

As part of the audit team, the Senior Staff Auditor will be responsible for:

Running client engagements from start to finish. This includes all aspects of financial statement preparation, internal staffing of engagements, project scheduling and budgeting, planning of the engagement and related administrative functions

Supervising, training, and mentoring staff and interns on audit process and assess performance of staff for engagement reviews; performing in-charge role

Maintain a good working relationship with clients to enhance customer satisfaction and work with client management and staff at all levels to perform audit services

Work with audit team to identify and resolve client issues discovered during audit process.

Research and analyze financial statements and audit issues utilizing electronic databases, and employ audit software to review and compile financial information

Pro-actively interact with key client management to gather information, resolve audit-related problems, and make recommendations for business and process improvements

Qualifications

This opportunity is open for candidates interested in Full-time or seasonal work arrangement options.

3 plus years of experience in external audits (public accounting experience)
Experience with engagement management, audit and review skills and staff supervision are required
Candidate will need to be able to multi task as planning, executing and wrapping up various engagements may have to be performed concurrently.
Ability to perform research on technical matters prior to submitting for manager review is essential.
Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships.
Strong computer skills including proficiency in Microsoft Office Suite and audit preparation software.
Candidate must meet 150 hour requirement for CPA eligibility for the state of California; CPA license in California preferred
Ability to work additional hours as needed and travel to various client sites.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Tue, 05 Jan 2016 00:00:00 PST 0 <![CDATA[Audit Senior]]> AUDIT SENIOR

Position Summary

Do you desire to drop the stress and regiment of a larger firm and embark on an entrepreneurial path with a growing CPA firm?

Our client is a rapidly growing, professional accounting firm based in the San Francisco bay area with a national practice specializing in the mortgage banking and private lending sectors. Our client commitment to being a strategic, innovative and responsive partner distinguishes us from other accounting firms. The combination of being a strategic advisor to our clients and providing business development and technical growth opportunities to our staff has enabled our firm to emerge as an industry leader on a national level. Due to our continued growth, we are seeking entrepreneurially minded individuals who have a passion for technical issues as well as building a practice to join our tax and audit departments.

What you will do:

Plan, prepare and manage audit, review and compilation engagements, including designing and implementing risk-based audit programs and procedures; execute fieldwork and manage engagement budgets and production goals; supervise staff and review staff workpapers; provide clients with accounting and financial reporting guidance; prepare financial statements and ensure that audit efficiency is driven into each engagement; and serve as a key client contact.

What you will have:

This position requires a Bachelor's or Master's degree in Accounting, Tax, Finance or related discipline.

A CPA license or progression towards obtaining one is required. Requires 3-7 years of recent audit experience; ability to think through technical audit and accounting issues and competency with paperless audit systems.
ProSystem engagement software proficiency is preferred.

Other desired traits include strong technical, leadership, problem-solving, and communication skills; and the ability to work independently with minimal supervision, collaborate in a team environment and meet critical deadlines.
Familiarity with the mortgage and/or private lending industries is a plus.

Other Information:

We know that the members of our team are our most important asset, and we are dedicated to helping expand their personal and professional development. Thus, we are proud to offer a competitive salary, comprehensive benefits package, and growth opportunities.

If you are a dedicated and entrepreneurial-minded professional looking for a unique experience, and have a strong desire to become a true client advisor, please send resume in word format with current salary for review and immediate interview.

Equal opportunity employer
]]> Tue, 05 Jan 2016 00:00:00 PST 0 <![CDATA[Accountant Senior]]> SENIOR TAX ACCOUNTANT

Position Summary

Do you desire to drop the stress and regiment of a larger firm and embark on an entrepreneurial path with a growing CPA firm?

Our client is a rapidly growing, professional accounting firm based in the San Francisco bay area with a national practice specializing in the mortgage banking and private lending sectors. Our client commitment to being a strategic, innovative and responsive partner distinguishes us from other accounting firms. The combination of being a strategic advisor to our clients and providing business development and technical growth opportunities to our staff has enabled our firm to emerge as an industry leader on a national level. Due to our continued growth, we are seeking entrepreneurially minded individuals who have a passion for technical issues as well as building a practice to join our tax and audit departments.

What you will do:

Manage tax engagements including preparation of individual and business tax returns and multi-state filings; perform tax research and planning; manage and train staff; communicate directly and build strong relationships with our clients.
Requires 3-7 years of federal and state tax experience in public accounting and experience preparing individual and business returns.
Experience filing multi-state returns is strongly preferred. ProSystem tax and engagement software proficiency is preferred.

What you will have:

This position require a Bachelor's or Master's degree in Accounting, Tax, Finance or related discipline.
A CPA license or progression towards obtaining one is required.
Other desired traits include strong technical, leadership, problem-solving, and communication skills; and the ability to work independently with minimal supervision, collaborate in a team environment and meet critical deadlines.
Familiarity with the mortgage and/or private lending industries is a plus.

Undergraduate or Masterâs Degree
CPA/CPA Candidate
6+ years public accounting experience
Supervisory and staff development experience
Thorough understanding of complex accounting
Experience with high-technology/software
Strong organizational skills
Drive to manage and expand a client base
Strong communication and presentation skills

Benefits:

Competitive salary
Medical/HSA benefits
401(k) including profit sharing
Accrued Time Off (vacation and sick days)
Cafeteria plan

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Sat, 02 Jan 2016 00:00:00 PST 0 <![CDATA[Accounting Manager Tax]]> Tax Manager

Summary

Our client, a rapidly growing full service CPA firm with multiple offices. They provide accounting, payroll, auditing, tax and consulting services to individuals, businesses and non-profit organizations.

We are seeking a Tax Manager to join their team

The successful candidate should have at least 3 yearsâ experience and must be able to work under limited supervision.

Responsibilities:

Undergraduate or Masters Degree
CPA/CPA Candidate
6+ years public accounting experience
Experienced in preparing and reviewing corporate, individual, partnership, fiduciary and other tax returns
Supervisory and staff development experience
Thorough understanding of complex accounting & taxation
Experience with high-technology/software
Strong organizational skills
Drive to manage and expand a client base

Benefits:

Competitive salary
Medical/HSA benefits
401(k) including profit sharing
Accrued Time Off (vacation and sick days)
Cafeteria plan

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Sat, 02 Jan 2016 00:00:00 PST 0 <![CDATA[Audit Senior]]> Audit Senior

Summary

Our client, a rapidly growing full service CPA firm with multiple offices. They provide accounting, payroll, auditing, tax and consulting services to individuals, businesses and non-profit organizations.

We are seeking an Audit Senior to join our team

The successful candidate should have at least 3 yearsâ experience and must be able to work under limited supervision.

Responsibilities:

Bachelor Degree
CPA License
3+ years public accounting experience
Strong organizational skills
Experience with high-technology/software
Strong communication and presentation skills

Benefits:

Competitive salary
Medical/HSA benefits
401(k) including profit sharing
Accrued Time Off (vacation and sick days)
Cafeteria plan

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Fri, 01 Jan 2016 00:00:00 PST 0 <![CDATA[Accountant - Full Charge Bookkeeper]]> Full Charge Bookkeeper (Direct Hire)

Our client is seeking to hire a Full Charge Bookkeeper with advance expertise in QuickBooks to offload the expanding workload and to provide direct support and technical recommendations to the clients of the CPA firm.

Responsibilities include but are not limited to:

Full Charge Bookkeeping responsibilities
AP, AR, Payroll (multi-state), billing and on-line applications
G/L, journal entries, trial balance, financial statements
Interact and recommend processes to clients

Prerequisites:

QuickBooks Pro Advisor certification highly desirable
5+ years of advance QuickBooks applications, must understand the nuts and bolts of QuickBooks
Be able to make recommendations and provide value added solutions to clients
Must be able to effectively communicate and interface with clients
QuickBooks Cloud knowledge preferred

Benefits:

Competitive salary
Medical/HSA benefits
401(k) including profit sharing
Accrued Time Off (vacation and sick days)
Cafeteria plan

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Fri, 01 Jan 2016 00:00:00 PST 0 <![CDATA[Accountant Senior Tax]]> Tax Senior

Summary

Our client, a rapidly growing full service CPA firm with multiple offices. They provide accounting, payroll, auditing, tax and consulting services to individuals, businesses and non-profit organizations.

We are seeking a Tax Senior to join our team

The successful candidate should have at least 3 yearsâ experience and must be able to work under limited supervision.

Responsibilities:

Bachelor Degree
CPA/CPA Candidate
3+ years public accounting experience
Understanding of complex accounting
Experienced in preparing corporate, individual, partnership, fiduciary and other tax returns
Strong organizational skills
Experience with high-technology/software
Excellent written and oral communication skills

Benefits:

Competitive salary
Medical/HSA benefits
401(k) including profit sharing
Accrued Time Off (vacation and sick days)
Cafeteria plan

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Fri, 01 Jan 2016 00:00:00 PST 0 <![CDATA[Accountant Audit Tax Staff]]> Experienced Accountant - Audit / Assurance

Job Description

Our Client is seeking experienced associate

Do you want a better work/life balance and the opportunity to help develop a practice and make a meaningful contribution? Do you want to be a part of a “Top 10” Certified Public Accounting Firm (CalCPA)?

If you are looking for the opportunity to take your career in the direction you want with a growing firm in a fun, energetic and family-oriented environment, this could be the position for you.

This opportunity includes exposure to all types of audit and assurance projects (including audit, compilation and reviews) across a variety of industries including construction, agriculture, real estate, manufacturing & distribution, and more. You will have the opportunity to work on an exciting client base and have influence over your career and involvement in the community.

This position may require approximately 10% - 15% travel depending on client location and projects.

Required Skills

A successful candidate in this role:

Completing accounting and assurance engagements, including participating in the planning process and fieldwork
Excellent written, verbal, and listening communication skills
Desire to take on new opportunities
Possesses good marketing skills with the ability to establish quality working relationships with current and prospective clients
Possesses a desire to grow with the Firm / desire for upward mobility
Excellent PC skills, including accounting software and Microsoft Office

Position Requirements:

Bachelorâs Degree in Accounting or related field
1-3 years of experience in Public Accounting
CPA license a plus
Some travel required

Compensation DOE.

Proud to offer incentive bonuses and new business incentives, as well as competitive benefits and paid time off. For those pursuing the CPA license, we also offer a firm-sponsored CPA review course and CPA bonus upon receiving your license.
]]> Thu, 31 Dec 2015 00:00:00 PST 0 <![CDATA[Accountant Senior Staff]]> Senior Staff Accountant â Requirements

Bachelor Degree
CPA/CPA Candidate
3+ years public accounting experience
Understanding of complex accounting
Experienced in preparing corporate, individual, partnership, fiduciary and other tax returns
Strong organizational skills
Experience with high-technology/software
Excellent written and oral communication skills

]]> Thu, 31 Dec 2015 00:00:00 PST 0 <![CDATA[Accountant Staff]]> Pasadena CA
Description, responsibilities & requirements

Main Responsibilities include:

Preparation of Compiled Financial Statements with/without footnotes
Annual set-up and maintenance of accounting books
Classification of transactions
Trial balance, closing, and end of period adjustments
Supervise the preparation of bank reconciliations
Supervise the maintenance of fixed asset depreciation schedules
Maintenance of prepaid and accrual schedules
Prepare balance sheets, profit and loss statements, and other financial reports
Write-up work and tax preparation with the assistance of tax accountants
Analyze trends, costs, revenues, financial commitments, and obligations incurred to predict future revenues and expenses
Reports organizationâs finances to management, and offers suggestions about resource utilization, and assumptions underlying budget forecasts
Knowledge of commonly-used concepts, practices, and procedures within a particular field
Preparation of sales and property tax returns
Supervision of staff accountants
Review work prepared by staff accountants

Job Requirements

B.A./B.S. in accounting or finance
CPA, candidate for CPA (preferable)
Has worked recently with Accrual Basis of Accounting
3 to 5 years in similar capacity in a CPA firm environment
Detailed oriented
Uses good judgment
Good Communication skills
Problem solving skills
Proficient computer skills including QuickBooks, Intacct, Excel & Word
Organized/Good Time Management skills
Uses appropriate discretion â handling sensitive confidential information
All Candidates will be tested on his/her Accounting knowledge

]]> Tue, 29 Dec 2015 00:00:00 PST 0 <![CDATA[Audit Senior]]> Audit Senior

As a Senior Accountant, you will be charged with planning and supervising engagements, and working to develop quality client relationships. When assigned to financial statement engagements, you will have a working knowledge of GAAP, OCBOA, unique or specialized accounting principles, and financial statement presentation and disclosure.

You will be able to prepare compiled and reviewed financial statements with minimum supervision, and you will have a thorough understanding of generally accepted auditing standards and common audit procedures and techniques. Additionally, you will progress to assume responsibility for efficiently supervising all forms of financial statement engagements, and will be expected to take ownership of these engagements all the way through to the issuance of financial statements to the client.

When assigned to tax engagements, you will become familiar with pertinent Internal Revenue Code sections and regulations, research techniques, and the various research sources available.

You will also begin to manage client relationships with supervision, be able to schedule and perform duties with minimum supervision, complete multiple assignments in a timely manner, and develop analytical skills to assist clients in problem resolution.

You will be highly proficient in the use of firm standard software such as Lacerte, Excel, CaseWare, BNA, and Web based resources.

You will progress to assume responsibility for efficiently supervising all types of tax return preparation engagements and will be expected to take ownership of these engagements all the way through to the delivery of the tax return to the client.

We are truly a different type of CPA firm. We are committed to maintaining a relaxed and enjoyable working atmosphere, and we offer competitive salaries, flexible hours, and full benefits, including a generous “new client bonus” program for employees who provide client leads and referrals.

Excel in your career with a great group of accountants who take a team approach and value their clients as respected business partners and friends. We look forward to hearing from you.
]]> Wed, 23 Dec 2015 00:00:00 PST 0 <![CDATA[Tax Manager - Tax Senior Manager]]> Tax Manager â Tax Senior Manager

Full service CPA firm located in Pasadena, CA, takes pride in giving our clients the personal assistance that comes from years of advanced training, technical experience and financial acumen. We are dedicated to providing our business and high net worth individual clients with professional, personalized and responsive financial guidance.

Broaden your career with a diverse client base, challenging tax issues, open door and room for growth, visibility and a voice.

Qualifications:

CPAâs only
5 or more years current qualified experience
MBA/MBT
GoSystem Tax RS and ProSystem fx Engagement are all pluses.

Required experience:

Tax: 6 years

Required license or certification:

]]> Tue, 15 Dec 2015 00:00:00 PST 0 <![CDATA[Accountant Staff]]> Pasadena CA
Description, responsibilities & requirements

Main Responsibilities include:

Preparation of Compiled Financial Statements with/without footnotes
Annual set-up and maintenance of accounting books
Classification of transactions
Trial balance, closing, and end of period adjustments
Supervise the preparation of bank reconciliations
Supervise the maintenance of fixed asset depreciation schedules
Maintenance of prepaid and accrual schedules
Prepare balance sheets, profit and loss statements, and other financial reports
Write-up work and tax preparation with the assistance of tax accountants
Analyze trends, costs, revenues, financial commitments, and obligations incurred to predict future revenues and expenses
Reports organizationâs finances to management, and offers suggestions about resource utilization, and assumptions underlying budget forecasts
Knowledge of commonly-used concepts, practices, and procedures within a particular field
Preparation of sales and property tax returns
Supervision of staff accountants
Review work prepared by staff accountants

Job Requirements

B.A./B.S. in accounting or finance
CPA, candidate for CPA (preferable)
Has worked recently with Accrual Basis of Accounting
3 to 5 years in similar capacity in a CPA firm environment
Detailed oriented
Uses good judgment
Good Communication skills
Problem solving skills
Proficient computer skills including QuickBooks, Intacct, Excel & Word
Organized/Good Time Management skills
Uses appropriate discretion â handling sensitive confidential information
All Candidates will be tested on his/her Accounting knowledge

]]> Mon, 07 Dec 2015 00:00:00 PST 0 <![CDATA[Tax Manager ]]> Tax Manager

SUMMARY/OBJECTIVES

The Tax Manager is responsible for the management of client book of business. The management includes communicating with clients to deliver tax compliance services, tax consulting services, and to meet the needs of the clients. The Tax manager is also responsible for the delegation and supervision of work with Tax Associates and Tax Senior Associates. The Tax Manager will work under the direct supervision of multiple Tax Partners.

ESSENTIAL FUNCTIONS

Regular Daily Functions:

• Master core competencies for level of experience.

• Maintain accurate project information.

• Prepare, monitor, and deliver tax compliance services in a timely and accurate manner.

• Recognize, anticipate, and resolve tax issues; make recommendations.

• Assist in federal and state audits.

• Communicate with partners and clients about the status, timeline, issues, and progress of projects.

• Train, mentor, and provide work direction to tax associates and senior associates.

• Meet productivity and efficiency standards (billable hours and recovery).

• Assist the Senior Management Group with scheduling staff, developing and conducting CPE.

• Assist the Senior Management Group with developing Firm processes for servicing clients with change in tax law.

Business & Practice Development functions:

• Develop and strengthen long-term relationships with client senior management to support their success and to sell/cross-sell products or services.

• Anticipates client needs for new and additional services.

• In consultation with the Senior Management Group, helps to develop solutions for clients and manages the implementation of ideas.

• Actively identifies business development opportunities and directs the development of new business proposals, budgets and fee quotes.

• Participates in professional, business and community organizations.

• Develops and nurtures a network of business referral sources.

• Assists the Partners with scheduling staff, Tax Practice team meetings, and developing CPE.

• Participate in Client Development efforts by actively identifying development opportunities with potential clients; service and relationship enhancement opportunities with established clients; and pursuing marketing leads within community, civic, professional and trade organizations.

• Assist in developing new business proposals, budgets and fee quotes.

TECHNICAL SKILL DEVELOPMENT / REQUIREMENTS

• Stay current on changes within the profession and business environment.

• Demonstrate mastery of tax research and documentation methodologies.

• Maintain required level of technical knowledge.

• Demonstrate ability to apply new technical concepts to current client assignments.

• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and government regulations.

COMPETENCIES

• Analytical â Synthesize complex and diverse information; collect and research data; able to use intuition and experience to complement and explain data; designs work flows and procedures.

• Problem Solving â Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses objective reasoning even when dealing with emotional topics.

• Technical skills â able to assess own strengths and weaknesses; pursues training and development opportunities; strives to continuously build knowledge and skills; shares expertise with others.

• Judgment â Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decision; includes appropriate people in decision-making process; makes timely decisions.

• Professionalism â Approaches others in a tactful manner; reacts well under pressure; treats others with respect and consideration regardless of their status or position; accepts responsibility for own actions; follows through on commitments.

• Dependability â Follows instructions, responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work when necessary to reach goals; completes tasks on time or notifies appropriate person with an alternate plan.

• Quality â Demonstrates accuracy and thoroughness; looks for ways to improve and promote quality; applies feedback to improve performance; monitors own work to ensure quality.

• Initiative â Volunteers readily; undertakes self-development activities; seeks increased responsibilities; takes independent actions and calculated risks; looks for and takes advantage of opportunities; asks for and offers help when needed.

REQUIRED QUALITIES

• Dedicated to providing personalized attention and service.

• Accountable.

• Proactive and strategic solution provider.

• Relationship builder.

• Collaborative.

• Trustworthy.

REQUIRED EDUCATION AND EXPERIENCE

Individuals at this level generally have a Bachelorâs degree in accounting or related field and six or more years of experience in federal and state income tax preparation.

The successful candidate will also have:

• A Bachelorâs degree in accounting or business related field and must have completed the credits / coursework as outlined by California Board of Accountancyâs requirements for licensure.

• CPA certification or actively pursuing certification.

• Six or more years of tax experience with at least three years of mid-level compliance work.

• Ability to compose reports and business correspondence.

• Ability to effectively present information and respond to questions from colleagues and clients when necessary.

ADDITIONAL ELIGIBILITY QUALIFICATIONS

None required for this position.

OTHER DUTIES

Please note this job description is not intended be a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

USE OF EQUIPMENT

Includes, but is not limited to: computer, standard office software, specific accounting software, scanner, and various technology and equipment.

POSITION INTERACTS WITH

The Tax Manager will have daily contact with Tax Associates, Senior Tax Associates, Partners, and other members of the professional and administrative staff. Direct interaction with clients will be required on a regular basis. Courtesy and respect toward clients and members of the team are expected and required at all times.

PHYSICAL REQUIREMENTS OF THE POSITION

The key physical requirements of this position include the ability to travel from time to time; lift up to 30 pounds; use of standard office equipment, including personal computers; and movement within a standard office, sometimes with stairs.

WORKING CONDITIONS / TRAVEL

Typical workweek is 40-50 hours. Position requires additional hours when necessary to complete special projects and various engagements. Position also requires additional work hours during busy season. Tax busy seasons are typically February 15 to April 15 and August 15 to October 15.

Travel is minimal and is usually restricted to same day with overnight requirements very infrequently. This is a full time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m.

Some flexibility in hours is available. All Employees must be available during Firmâs primary operating hours of 9:00 a.m. to 3:00 p.m. and must work 40.0 hours each week to maintain full time status.

ADHERENCE TO FIRM POLICIES

Employees are expected to adhere to the Firmâs policies and procedures at all times.
]]> Wed, 11 Nov 2015 00:00:00 PST 0 <![CDATA[Audit Senior]]> Audit Senior

Our client, a large regional California CPA firm is seeking a dynamic Audit Senior to join their growing offices near Lakewood.

We strive for an environment that values people first, develops leaders, and promotes integrity, respect, trust, and professionalism.

We pride ourselves on an environment that encourages teamwork, motivates employees to succeed, and cultivates individuals who are concerned with the welfare of their clients as well as the communities in which they live and work.

We work hard, but taking time out to have fun and build relationships is also a significant part of our culture.

Some of the company events and activities we enjoy are an annual costume bowling tournament, family picnic, holiday party, end-of-tax-season party, and we sponsor employee teams that participate in various sports leagues and community events.

Desired Skills and Experience

Minimum qualifications include a BA or BS in Accounting or Finance
3+ years of recent public accounting experience.
Candidates need to possess an active California CPA license or are a current CPA candidate that has passed all 4 parts of the CPA exam.

Ensure companyâs compliance with FAR, CAS, GAAP and internal policies and procedures.
Oversee government accounting and compliance matters for the GA home office and two government contracting entities. Including:
- Preparation of incurred cost proposals
- Maintenance of the disclosure statements.
- Monthly and annual reporting to Government agencies as well as internal management.
- Submission and audit support of CAS cost impact proposals.
- Submission and audit support of Forward Pricing Rate Proposals.
Company liaison for DCAA and DCMA supporting audits and inquiries related to forward pricing proposals, disclosure statements, incurred cost proposals, cost impacts, monthly and quarterly reporting, negotiating forward pricing and final indirect rates and any special requests.
Establish training for company personnel in government accounting related matters including accurate labor charging, travel accounting, FAR cost allowability and indirect rate development.
Support special projects including evaluating the impact of potential mergers and acquisitions to the company for compliance with FAR and CAS.
Manage the companyâs SAP CO systems team responsible for corporate wide SAP systemâs master data maintenance, testing of new SAP enhancements and implementations as well as oversee the companyâs system processing needs for month-end and year-end closing processes. Manage the Companyâs indirect cost structure in SAP to ensure compliance with FAR, CAS and GAAP.
Ensure business excellence is maintained by managing and participating in the planning, attraction, selection, retention, and development of the required professional talent.
Manages Government Accounting team of approximately twenty people in daily tasking and completion of responsibilities.
May represent the organization or unit(s) as a prime contact on contracts and/or operations, conduct briefings and financial updates for management and customers, and interact with managers concerning matters of significance to the company.
Maintain the strict confidentiality of sensitive information.
Responsible for ensuring all laws, regulations and other applicable obligations are observed wherever and whenever business is conducted on behalf of the Company. Responsible for ensuring work is accomplished in a safe manner in accordance with established operating procedures and practices.
Perform other duties as assigned or required.

QUALIFICATIONS:

Typically requires a Bachelorâs degree in accounting, finance, or related discipline and thirteen or more years of progressively complex experience in finance/accounting with at least seven of those years in management.
Requires experience in a government contractor environment. Equivalent experience may be substituted in lieu of education.
An MBA in accounting or finance, CPA or CMA certification, major accounting firm experience, and/or experience negotiating accounting issues with government agencies is strongly preferred.
Requires a detailed and extensive application of government finance/accounting management principles and practices, including thorough knowledge of Federal Acquisition Regulations (FAR), Generally Accepted Accounting Principles (GAAP) and Cost Accounting Standards (CAS).
Must demonstrate comprehensive accounting management and leadership skills including organizing, planning, scheduling, and coordinating workloads to meet established deadlines or milestones is required.
Must have experience in successfully managing a team of individuals.
Ability to resolve complex management and accounting problems; serve as spokesperson on projects and/or programs; and be an expert in one or more accounting management areas, is preferred.
SAP experience is preferred.
Strong communication, leadership, presentation, and interpersonal skills are preferred.
Ability to work on a self-initiated basis and in a team environment, and able to work extended hours and travel is preferred.

]]> Thu, 08 Oct 2015 00:00:00 PDT 0 <![CDATA[Accounting Director Tax]]> 986 â tax director â bpm â walnut creek

High Net Worth Tax Director

Summary

Our client is a full service accounting firm with a true entrepreneurial spirit. We offer expertise in Assurance, Tax, Business Consulting and Wealth Management to our clients in a wide VARIETY of industries.

They leading regional public accounting firm with 5 offices in the San Francisco Bay Area and have been recognized as a “Best Place to Work” by the San Francisco Business Times, Accounting Today, and other industry publications and was awarded an EBBIE for Excellence in Business and commitment to the community.

We are seeking a Tax Director for their high net worth clients:

Responsibilities

Provide tax compliance, consulting and controversy services to a diverse base of domestic and international clients
Oversee complex tax research
Work with clients to minimize their global tax obligations
Supervise tax staff and manage the day-to-day delivery of tax consulting services to the client
Develop and motivate tax seniors and staff

Qualifications

5+ years of tax experience in public accounting.
CPA or attorney with an advanced tax degree preferred
Strong desire to learn
Strong analytical ability
Excellent communication skills
Tax research experience
Interest in business development
Good sense of humor
A strong commitment to company core values
Strong analytical ability, research and problem-solving skills
Excellent communication and presentation skills
The ability to oversee complex tax research projects for a variety of clients and diverse industries
Able to manage multiple complex projects and deliver in a timely manner
Ability to generate and build business, delegate work and manage staff
Strong proficiency in Microsoft Office Tools

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.

We offer competitive, comprehensive salary & benefit packages and a positive, fun and team-oriented working environment!
]]> Wed, 07 Oct 2015 00:00:00 PDT 0 <![CDATA[Audit Manager Experienced]]> Experienced Audit Manager

Company Description:

Our client is a full service public accounting firm that is consistently ranked as a top 40 CPA firms in Los Angeles County by the Los Angeles Business Journal

They are a large Pasadena-based CPA firm serving prestigious high-net worth clients and their closely-held business/family groups.

We consider ourselves a high level “boutique” CPA firm.

Among our tax team are two retired managing directors from "Big Four" Los Angeles tax departments.

We specialize in tax, audit, business management and insourced accounting services for a wide range of industries, nonprofit organizations, and individuals, with an emphasis on multi-level family and business groups.

We offer a desirable work environment with very competitive benefits/incentives package to top qualified candidate.

Summary of Responsibilities:

Our in-sourced accounting department, which services primarily private equity fund and not for profit clients, is looking for an Experienced Manager. Responsibilities include, but not limited to, review of quarterly and year-end consolidated GAAP financial statements, performance of technical accounting research and write-up, management of clientsâ year-end audit and accounting processes, staff and project scheduling and management, overseeing the department administration, and assistance with ad hoc projects.

Position in Summary:

Reviews consolidated GAAP financial statements, work papers, footnotes, etc.
Responsible for the accuracy and completeness of the quarterly and annual compilations.
Performs technical accounting research on complex transactions and prepares documentation outlining issues and conclusions.
Manages clientsâ day-to-day and audit requests in a timely manner.
Assigns, schedules, and manages projects to accomplish accurate and efficient client deliverables.
Manages, trains, mentors, and motivates all levels of personnel in the department.
Assumes a leading role in the recruiting and performance evaluations processes and developing training aids.
Handles client billing function and assists in professional development projects.
Facilitates department meetings and in-house training.
Oversees the workflow in the department to ensure effective administration.
Keeps the department director informed of personnel and client matters and project status.
Establishes and maintains long-term professional relationships with clients through exceptional services.
Performs other duties as may be assigned.

Required Experience and Qualifications:

Bachelorâs degree in accounting.
CPA license.
6+ years of public accounting experience.
2+ years of managerial experience.
Private equity fund experience is preferred.
Excellent interpersonal, oral and written communication skills.
Effective and efficient upward and downward communicator.
Detail-oriented with the ability to multi-task.
Strong problem solving, analytical, and organizational skills.
Innovative and forward thinking.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Wed, 07 Oct 2015 00:00:00 PDT 0 <![CDATA[Tax Senior - Tax Supervisor]]> Tax Senior / Tax Supervisor

Summary

Our client is a leading regional public accounting firm in the San Francisco Bay Area providing a wide variety of financial services to a diversified, prestigious clientele specializing in audit, tax compliance, estate planning, consulting, and litigation support services.

Their firm is committed to long term career development and growth as well as work life balance.

We are currently seeking talented tax professionals for their San Francisco office.

Minimum Requirements:

3-5 years of public accounting experience in a professional services firm
Bachelorâs degree in Accounting, Business Administration or Economics
Strong accounting background and able to deal with complex accounting issues
Strong technical knowledge with a thorough understanding of generally accepted accounting standards, procedures and techniques
Experience working with closely held companies, investment/private equity, professional services, distributions companies, and/or non-profit organizations a plus
Possess effective supervisory and delegation skills
Committed to best practices of the firm and consistently demonstrate ethical behavior
Excellent project and time management skills
Extremely detail-oriented
Flexible in a variety of situations and team-player
Excellent verbal and written communication skills
Licensed CPA preferred
Must successfully pass a background check

Essential job duties will include, but not be limited to:

Be able to balance and effectively deliver on multiple projects and job responsibilities under restrictive time constraints
Act as a role model and mentor to new and existing staff by creating a positive work environment that fosters open communication among all project team members
Keep current on applicable accounting professional standards
Proficient with technology related to accounting and research software
Be able to manage and prioritize to meet expectations in a deadline driven, fast paced environment
Be able to work overtime and weekend hours during peak busy periods to meet deadlines as well as partner and client expectations
Participate in recruitment and other business planning and development initiatives

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.

We offer competitive, comprehensive salary & benefit packages and a positive, fun and team-oriented working environment!

All qualified candidates should submit their resumes and salary requirements (please reference “Tax Senior/Supervisor” in the subject line) to
]]> Fri, 02 Oct 2015 00:00:00 PDT 0 <![CDATA[Audit Senior]]> Audit Senior

Company Summary

Our client is a highly regarded Bay Area regional CPA firm providing audit, tax, and advisory services to some of the worldâs most affluent individuals, families, closely held businesses and non-profit organizations.

They are seeking a highly motivated and experienced audit professional to be part of a growing team.

Their clients include many of the “Whoâs Who” of the San Francisco Bay Area, the United States and the world.

Their world-class training and management development programs will provide you with individualized guidance and will help you to easily integrate into the firm.

The partners and managers will work closely with you to ensure that you have many opportunities to achieve your personal goals and to contribute to the companyâs growth and objectives.

Audit Senior Summary

The Audit Senior will be responsible for a full array of audit and consulting services for our privately-held clients in a variety of industries, including but not limited to: investment/private equity, professional services, distribution companies, real estate, and not-for-profit organizations.

In this highly visible and responsible role, the Senior will have frequent interaction with Partners, client teams, and staff. The individual will also be expected to demonstrate industry experience, leverage client relationships, and be responsible for the professional development of staff.

The Senior must thrive in a fast-paced environment and possess effective time management to meet deliverables with the highest level of professionalism, accountability, integrity, and confidentiality.

Audit Senior Essential responsibilities will include, but are not limited to:

Working closely with the engagement Partner, manager, and staff to understand and meet client expectations and deliverables
Performing and supervising field work for client audits and staff engagement teams
Prioritizing and successfully completing multiple projects and responsibilities under restrictive deadlines
Developing an understanding of each clientâs business and industry and routinely seeking information regarding client needs and concerns
Communicating effectively with clients and their staff to provide the highest level of client service
Keeping up-to-date on applicable audit and accounting professional standards and research software
Acting as a role model and mentor to new and existing staff by creating a positive work environment that fosters open communication among all project team members
Being available to work overtime and weekend hours during peak busy periods to meet deadlines as well as Partner and client expectations
Traveling and commuting to various client sites

Audit Senior Minimum requirements:

2-3 years of Audit experience in the financial industry preferred (hedge, private equity, venture capital, or other investment funds, broker-dealers, or registered investment advisors)
If no financial services experience, the candidate MUST have private company, real estate, nonprofit, or private foundation audit experience with a strong track record for learning new and varied industries and possess an interest in financial services audits going forward
Strong technical background with an ability to deal with complex accounting issues using a thorough understanding of GAAP standards, procedures, and techniques
At least Level 1 experience with auditing GAAP investments, but ideally, Levels 2 or 3
Familiarity with internal controls documentation
Excellent project management skills while paying close attention to detail
Effective personnel management skills, including being able to effectively supervise, train, and manage team members and/or subordinates
Bachelorâs degree in Accounting, Business Administration, or Economics with a minimum 3.5 GPA. A lower GPA will only be considered if the school has a strong Accounting program
CPA preferred, but CPA exams in progress will be acceptable
Must successfully pass a background check and be authorized to work in the United States

Minimum of 6-10 years of recent public accounting experience
Bachelors in Accounting or Masters Degree in Accounting or Tax
CPA preferred and/or J.D./LLM in Taxation
Strong technical knowledge and a developing area of expertise
Excellent verbal and written communication skill
Strong project management, organization, and analytical skills
Team management skills including ability to lead, direct and coach
Ability to build & cultivate strong personal relationships with peers in firm and the business community
Excellent business skills and appropriate industry knowledge
Business Development acumen
Must successfully pass a background check

Essential duties will include, but not be limited to:

Manage day-to-day client relationships and maintain positive client satisfaction
Seek opportunities to be creative and innovative in serving clients
Work closely with engagement partner and staff to meet client expectations
Manage the assignment budgets and profitability in area of responsibility
Keep current on applicable professional standards
Develop new client contacts and relationships beneficial to the firm
Participate in civic, business, community, and philanthropic activities
Understand Seilerâs full services and industry capabilities
Role model and mentor to new and existing staff
Keen interest in personal career growth & development
Assist in firm administrative functions as assigned by the partners
Participate in recruitment, business planning and retention initiatives

Minimum of 6-10 years of recent public accounting experience
Bachelors in Accounting or Masters Degree in Accounting or Tax
CPA preferred and/or J.D./LLM in Taxation
Strong technical knowledge and a developing area of expertise
Excellent verbal and written communication skill
Strong project management, organization, and analytical skills
Team management skills including ability to lead, direct and coach
Ability to build & cultivate strong personal relationships with peers in firm and the business community
Excellent business skills and appropriate industry knowledge
Business Development acumen
Must successfully pass a background check

Essential duties will include, but not be limited to:

Manage day-to-day client relationships and maintain positive client satisfaction
Seek opportunities to be creative and innovative in serving clients
Work closely with engagement partner and staff to meet client expectations
Manage the assignment budgets and profitability in area of responsibility
Keep current on applicable professional standards
Develop new client contacts and relationships beneficial to the firm
Participate in civic, business, community, and philanthropic activities
Understand Seilerâs full services and industry capabilities
Role model and mentor to new and existing staff
Keen interest in personal career growth & development
Assist in firm administrative functions as assigned by the partners
Participate in recruitment, business planning and retention initiatives

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.

We offer competitive, comprehensive salary & benefit packages and a positive, fun and team-oriented working environment!

Please also indicate which office you would prefer (Redwood City or San Francisco).

We offer a progressive, entrepreneurial environment with flexible schedule, competitive and comprehensive compensation and benefit packages.
]]> Fri, 02 Oct 2015 00:00:00 PDT 0 <![CDATA[Audit Senior]]> Audit Senior

Company Summary

Our client is a highly regarded Bay Area regional CPA firm providing audit, tax, and advisory services to some of the worldâs most affluent individuals, families, closely held businesses and non-profit organizations.

They are seeking a highly motivated and experienced audit professional to be part of a growing team.

Their clients include many of the “Whoâs Who” of the San Francisco Bay Area, the United States and the world.

Their world-class training and management development programs will provide you with individualized guidance and will help you to easily integrate into the firm.

The partners and managers will work closely with you to ensure that you have many opportunities to achieve your personal goals and to contribute to the companyâs growth and objectives.

Audit Senior Summary

The Audit Senior will be responsible for a full array of audit and consulting services for our privately-held clients in a variety of industries, including but not limited to: investment/private equity, professional services, distribution companies, real estate, and not-for-profit organizations.

In this highly visible and responsible role, the Senior will have frequent interaction with Partners, client teams, and staff. The individual will also be expected to demonstrate industry experience, leverage client relationships, and be responsible for the professional development of staff.

The Senior must thrive in a fast-paced environment and possess effective time management to meet deliverables with the highest level of professionalism, accountability, integrity, and confidentiality.

Audit Senior Essential responsibilities will include, but are not limited to:

Working closely with the engagement Partner, manager, and staff to understand and meet client expectations and deliverables
Performing and supervising field work for client audits and staff engagement teams
Prioritizing and successfully completing multiple projects and responsibilities under restrictive deadlines
Developing an understanding of each clientâs business and industry and routinely seeking information regarding client needs and concerns
Communicating effectively with clients and their staff to provide the highest level of client service
Keeping up-to-date on applicable audit and accounting professional standards and research software
Acting as a role model and mentor to new and existing staff by creating a positive work environment that fosters open communication among all project team members
Being available to work overtime and weekend hours during peak busy periods to meet deadlines as well as Partner and client expectations
Traveling and commuting to various client sites

Audit Senior Minimum requirements:

2-3 years of Audit experience in the financial industry preferred (hedge, private equity, venture capital, or other investment funds, broker-dealers, or registered investment advisors)
If no financial services experience, the candidate MUST have private company, real estate, nonprofit, or private foundation audit experience with a strong track record for learning new and varied industries and possess an interest in financial services audits going forward
Strong technical background with an ability to deal with complex accounting issues using a thorough understanding of GAAP standards, procedures, and techniques
At least Level 1 experience with auditing GAAP investments, but ideally, Levels 2 or 3
Familiarity with internal controls documentation
Excellent project management skills while paying close attention to detail
Effective personnel management skills, including being able to effectively supervise, train, and manage team members and/or subordinates
Bachelorâs degree in Accounting, Business Administration, or Economics with a minimum 3.5 GPA. A lower GPA will only be considered if the school has a strong Accounting program
CPA preferred, but CPA exams in progress will be acceptable
Must successfully pass a background check and be authorized to work in the United States

Develop a strong relationship with key client personnel and provide valuable ideas on an ongoing basis. Maintain contact with clients throughout the year. Possess a thorough knowledge of the client and all facets of the clientâs business.
Proactively and effectively identify clientâs needs. Provide professional services on a basis that is cost effective to the client and acceptable to the firm.
Manage expectations of services including work products, timing, and value to be delivered. Plan, supervise, review, and control engagements of all sizes and complexities for tax compliance with all professional and firm standards. Supervise and work with internal staff and clients to plan engagement requirements, objectives, and strategies.
Communicates with appropriate individuals within the firm, and documents the status of tax engagements. Keep partner informed on all important developments on engagement. Analyze problems and recommend viable solutions. Communicates progress of engagements, problems and resolutions to the client team.
Bring unusual or significant accounting and tax related questions to the partner with proposed resolutions to those issues.
Perform complex research in all areas of taxation, Coach others in performing research.
Reviews complex tax returns for compliance and consulting.
Perform as a Champion of the Firmâs client relations culture by coaching employees in the importance of the “Client first attitude” and by providing technical training in the use and application of the Firmâs policies, procedures, manuals, forms, and relevant software.
Prepare billings for client. Take active role in engagement billing management.
Performs required administrative functions, including niche activity.

Full-Service Results â The manager must be alert to the clientâs needs for additional services, conveying opportunities to other members of the interdisciplinary teams.

New Business Acquisition â The manager is expected to develop the foundation for the acquisition of new business by engaging in the following activities:

Under direction of a partner, expand personal marketing plan to include a full complement of marketing activities.
Know the products of the Firm.
Take responsibility for specific assignments within the office niche team.
Expand external network of business referral resources.
Take support role in new business presentations, assisting in developing proposals, and when requested, in presenting those proposals to prospects.

Staff Development â The supervisor is expected to pursue his or her own self development, as well as the development of other team members by engaging in the following activities:

Participate in specialized technical training, developing technical skills that may be unique among the tax staff of the office.
Take an active role in teaching technical matters and when requested serve as an instructor in the Firmâs internal CPE Program.
Prepare for and participate actively in Firm sponsored and outside training; keeping current on general business and technical issues.
Use a variety of resources to learn about and study business developments and technical innovations.
Coach others in completing engagement requirements.
Foster positive relationships between others in the office.
Provide both formal and informal performance reviews to staff, reporting to partner or manager on staff progress and advice given.
Participate, when requested, in the office recruiting program, demonstrating the self-presentation skills to be an effective representative of the Firm.

Technical, Industry or Functional Specialization

Begin to develop a technical, industry, or functional concentration.
Take responsibility for specific assignments within the office niche team. Professional/Community Involvement
Participate, or actively seek participation in appropriate community, business, and professional organizations.

QUALIFICATIONS

Minimum Education: Bachelorâs degree with emphasis in accounting or MBA in accounting/ taxation.

Experience: Must have experience in public accounting, preparing and reviewing complex business and individual income tax returns, and directing the work of others.

Skills and Licenses: CPA certification required.

Proficient in use of computer and software applications.
Ability to communicate technical written and verbal information with ease.
Successful problem-solving and analytical skills.
Project management experience.
Demonstrated ability through previous experience, to effectively deal with engagement situations that may involve controversy and influencing others.

Characteristics: Professional behavior and appearance. Honest and ethical with a strong work ethic. Proactive, resourceful, and client oriented. Acceptance and execution of job responsibilities within a team environment.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview or apply directly on our website at http://jobs.regalexecutivesearch.com/
]]> Fri, 02 Oct 2015 00:00:00 PDT 0 <![CDATA[Tax Supervisor]]> Tax Senior / Supervisor

Summary

Our client is a leading regional public accounting firm in the San Francisco Bay Area providing a wide variety of financial services to a diversified, prestigious clientele specializing in audit, tax compliance, estate planning, consulting, and litigation support services.

Their firm is committed to long term career development and growth as well as work life balance.

We are currently seeking talented tax professionals for our Redwood Shores and San Francisco offices.

Minimum Requirements:

3-5 years of public accounting experience in a professional services firm
Bachelorâs degree in Accounting, Business Administration or Economics
Strong accounting background and able to deal with complex accounting issues
Strong technical knowledge with a thorough understanding of generally accepted accounting standards, procedures and techniques
Experience working with closely held companies, investment/private equity, professional services, distributions companies, and/or non-profit organizations a plus
Possess effective supervisory and delegation skills
Committed to best practices of the firm and consistently demonstrate ethical behavior
Excellent project and time management skills
Extremely detail-oriented
Flexible in a variety of situations and team-player
Excellent verbal and written communication skills
Licensed CPA preferred
Must successfully pass a background check

Essential job duties will include, but not be limited to:

Be able to balance and effectively deliver on multiple projects and job responsibilities under restrictive time constraints
Act as a role model and mentor to new and existing staff by creating a positive work environment that fosters open communication among all project team members
Keep current on applicable accounting professional standards
Proficient with technology related to accounting and research software
Be able to manage and prioritize to meet expectations in a deadline driven, fast paced environment
Be able to work overtime and weekend hours during peak busy periods to meet deadlines as well as partner and client expectations
Participate in recruitment and other business planning and development initiatives

Complex tax return preparation and review (individual, corporation, partnership, fiduciary, and exempt organization)
Prepare tax projections
Assist with reviewed and compiled financial statements for clients as required
Tax research
Correspond with tax authorities for notices and/or audits
Train and develop staff accountants
Experience preparing payroll, 1099âs and sales and use tax is a plus

Qualified candidates must meet the following requirements:

CPA
Bachelorâs degree in Accounting;
Minimum of 8 yearsâ experience in public accounting
Proficient with Lacerte tax software
Strong bookkeeping skills
Strong knowledge of Quickbooks
Ability to meet multiple deadlines
Must be able to handle multiple tasks concurrently with ease and professionalism and have attention to detail
Strong written and verbal communication skills
Must be able to work independently

Our firm offers competitive salaries and benefits

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Thu, 01 Oct 2015 00:00:00 PDT 0 <![CDATA[Senior Tax Manager ]]> Tax Senior Manager

Responsibilities for Accounting Tax Senior Manager

Demonstrate strong technical knowledge in individual, and pass-through entity matters
Experience with High Net Worth individuals, preferred
Assure compliance with federal and state tax laws and regulations
Minimize tax liability through sound and informed application of laws and regulations
Ability to anticipate client questions and be prepared to respond with implementable, practical and innovative solutions
Review completed returns and reports to ensure that they meet professional and Firm standards
Manage/develop client relationships and loyalty
Recognize opportunities to provide additional services to existing clients
Supervise multiple engagements simultaneously
Participate in assigning duties, developing and training seniors and associates
Gain respect of clients and staff

Qualifications for Accounting Tax Senior Manager

7+ years experience in public accounting
Bachelor's degree in Accounting, Finance, or Economics
Masters in Taxation//MBT a preferred
CPA license, or currently pursuing CPA licensure
Tech savvy with strong working knowledge of tax-related technology, including the use of Microsoft Office Suite; experience with ProSystem and RIA Checkpoint are a plus
Excellent writing and communication skills
Ability to adapt and flourish in a fast-paced, entrepreneurial environment

]]> Mon, 28 Sep 2015 00:00:00 PDT 0 <![CDATA[Accountant - Project Accounts Receivable]]> Project Accounts Receivable Accountant

Summary

Our client is a fast-growing construction company in Woodland Hills

We are looking for looking for a Project Accounts Receivable Accountant

Project Accounts Receivable Accountant

Duties are, but no limited to, as follows:

Manage and process payments received and to provide related accounting support. To provide financial, clerical and administrative services to ensure payment of accounts are efficient, timely and accurate.

Maintains up-to-date billing system;
Generate contract and invoice through the Accounting System;
Follow up on, collect and allocate payments;
Carry out billing, collection and reporting activities according to specific deadlines;
Perform account reconciliations;
Monitor customer account details for non-payments, delayed payments and other irregularities;
Research and resolve payment discrepancies;
Generate age analysis;
Review AR aging to ensure compliance;
Maintain accounts receivable customer files and records;
Follow established procedures for processing receipts, cash...etc.:
Develops and maintain financial databases;
Prepare bank deposits and reconcile bank accounts;
Investigate and resolve customer queries;
Prepare and process adjustments;
Initiate collection efforts by communicating with customers via phone, email mail or personally;
Assist with month-end closing;
Perform additional assignments per supervisorâs direction.

Education and Experience

Knowledge of accounts receivable;
Knowledge of general bookkeeping procedure and accounting principles;
3 years accounts receivable and general accounting experience;
Bachelorâs degree with emphasis in Accounting/Finance or related field;
Detail-oriented and accurate;
Construction and Sage Timberline Computer software experience are plus.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Wed, 26 Aug 2015 00:00:00 PDT 0 <![CDATA[Senior Tax Accountant]]> Senior Tax Accountant

Our client, a Beverly Hills certified public accounting firm, is seeking a full time experienced senior tax professional to join their team.

The successful candidate should have at least 4 - 6 yearsâ experience of tax preparation.

Candidate must be able to work under limited supervision, help take charge and mentor staff.

Responsibilities:

Prepare and review income tax returns for individuals, trusts, partnerships and corporations
Research complex tax issues
Tax planning and projections
Reporting to managing team member

Requirements:

Candidate must have a bachelorâs degree (or higher) in accounting, finance or related field
Prefer CPA, Enrolled Agent or other appropriate certification (or in the process of pursuing)
Experience in ProSystem or Access Tax is a plus
Must be detailed oriented, able to multi-task and to set priorities
Excellent verbal, written communications and interpersonal skills
Legally eligible to work in the United States

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Tue, 25 Aug 2015 00:00:00 PDT 0 <![CDATA[Audit Senior (Assurance & Advisory) - Contract]]> AUDIT SENIOR ACCOUNTANT

Summary:

Our client is a full service public accounting firm that is consistently ranked as a top 100 firm nationally.

We believe that creating a caring, friendly and warm family environment for our employees helps them love coming to work to do an extraordinary job.

We support our staff by providing ongoing training programs, excellent technical resources, close interaction among partners and clients, a competitive compensation and benefits package, advancement opportunities, and a team-oriented working environment.

Our San Francisco office is currently seeking a friendly, enthusiastic, high-energy individual to join our Firm as a Senior in our Audit department.

Senior Accountants perform most work assigned with a minimum of assistance. They often lead one or more assistants, instruct them in work to be performed, review the work done, and direct necessary revisions. Seniors are required to make decisions on all but the most unusual accounting and auditing matters.

Essential Functions:

Performs diversified accounting and auditing assignments under the direction of supervisor, manager or partner.
Demonstrates competency in technical skills, work quality, and application of professional and Firm standards.
Meets time constraints and client deadlines.
Builds client relationships and maintains smooth working relationship.
Works effectively within given budgetary parameters; assist staff in prioritizing and managing their workload. Approaches projects with a sense of urgency and is completion orientated.
Participates in planning and scheduling client engagements.
Directs and instructs assistants, where applicable, in work to be performed and working paper review.
Determines the extent of test-checking required in an audit and selects the transactions to be tested.
Prepares and indexes working papers; performs various procedures established under generally accepted auditing standards to verify accuracy and validity of clientâs financial matters.
Prepares routine correspondence to client for approval and signature of a Partner; writes comments for management letters.
Drafts reports including footnotes.
Performs the broadest range of accountant tasks so that direct participation of supervisors, managers, or Partners is kept to a minimum.

Knowledge, Skills and Abilities:

Proficiency in use of computers and computer accounting software programs.
Well-rounded knowledge of accounting principles and personal income taxes.
Ability to organize work and projects, prioritize and meet deadlines, and ability to complete work in an efficient and accurate manner.
Ability to reason and multi-task.

Requirements

Minimum Qualifications

Bachelorâs degree in Accounting (or foreign equivalent) or a related field and 3 yearsâ experience in job offered or closely related occupation.
Employer will accept any suitable combination of education, training, or experience.

Success Factors:

Ability to communicate clearly and concisely in English.
Proactively seeks knowledge, new task and responsibilities.
Cooperative and responsive to training, supervision and constructive feedback.
Maintains appropriate compliance with all Firm wide and local policies and procedures.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Fri, 21 Aug 2015 00:00:00 PDT 0 <![CDATA[Senior Financial Analyst / Consultant - Media]]> Senior Financial Analyst / Consultant - Media

Summary

About The Company

Our client is a boutique, international business advisory firm dedicated to helping organizations protect and enhance their enterprise value in an increasingly complex operational and financially competitive environment.

We are looking to place an Senior Consultant in their growing West Coast office in Burbank.

As a senior consultant, your role will be to advise and assist our clients in optimizing their finance function and its underlying processes and systems. You will be involved in performance improvement projects to provide tailor-made creative and pragmatic solutions to clients.

It will also include delivering presentations and courses and contributing to thought leadership and business development.

Job Responsibilities:

Dissecting financial models and creating more efficient methods that help the client
Work with a team on delivering consulting assignments to client on schedule and within budget
Draft reports for partner review and report findings to clients in a timely manner
Responsible for training clients in implementation solutions

Job Requirements:

Bachelor Degree in finance, accounting
At least 4 years of progressive working experience with an in-depth understanding of finance and accounting
Strong analytical and problem solving skills with high commitment to quality client service
Strong consultation and communication skills, self-initiation, good team player, and willingness to work under pressure
Media experience would be a plus
Proactive and committed
Excellent project management and interpersonal skills.
Financial modeling skills are required.
Outgoing character. Strong sense in business development is required.
Proficient in Microsoft Office and Excel.
Fluent in spoken and written English.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Thu, 20 Aug 2015 00:00:00 PDT 0 <![CDATA[Accountant Tax]]> Tax Accountant

Our client, an El Segundo certified public accounting firm, is seeking a full time experienced tax professional to join their team.

The successful candidate should have at least 2 years experience of tax preparation, demonstrate a good understanding and working knowledge of the clientâs business and tax systems, take responsibility for clearing open items relating to assigned areas, and for meeting client deadlines.

Responsibilities:

Prepare income tax returns for individuals, trusts, partnerships and corporations
Prepare and review client work papers
Prepare compilations and reviews
Tax research and tax planning

Requirements:

Candidate must have a bachelorâs degree (or higher) in accounting, finance or related field
Excellent technology skills
Excellent verbal, written communications and interpersonal skills
Legally eligible to work in the United States

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Sat, 15 Aug 2015 00:00:00 PDT 0 <![CDATA[Audit Senior (Assurance & Advisory)]]> AUDIT SENIOR ACCOUNTANT

Summary:

Our client is a full service public accounting firm that is consistently ranked as a top 100 firm nationally.

Recently named a BEST PLACE TO WORK in San Francisco, Los Angeles, Orange County, and the San Fernando Valley, as well as one of the BEST ACCOUNTING FIRMS TO WORK FOR nationwide, we are one of the largest accounting firms in Southern California. Established in 1959, the practice has grown to more than 250 professionals and support staff, with offices throughout northern and southern California.

We believe that creating a caring, friendly and warm family environment for our employees helps them love coming to work to do an extraordinary job.

We support our staff by providing ongoing training programs, excellent technical resources, close interaction among partners and clients, a competitive compensation and benefits package, advancement opportunities, and a team-oriented working environment.

Our San Francisco office is currently seeking a friendly, enthusiastic, high-energy individual to join our Firm as a Senior in our Audit department.

Senior Accountants perform most work assigned with a minimum of assistance. They often lead one or more assistants, instruct them in work to be performed, review the work done, and direct necessary revisions. Seniors are required to make decisions on all but the most unusual accounting and auditing matters.

Essential Functions:

Performs diversified accounting and auditing assignments under the direction of supervisor, manager or partner.
Demonstrates competency in technical skills, work quality, and application of professional and Firm standards.
Meets time constraints and client deadlines.
Builds client relationships and maintains smooth working relationship.
Works effectively within given budgetary parameters; assist staff in prioritizing and managing their workload. Approaches projects with a sense of urgency and is completion orientated.
Participates in planning and scheduling client engagements.
Directs and instructs assistants, where applicable, in work to be performed and working paper review.
Determines the extent of test-checking required in an audit and selects the transactions to be tested.
Prepares and indexes working papers; performs various procedures established under generally accepted auditing standards to verify accuracy and validity of clientâs financial matters.
Prepares routine correspondence to client for approval and signature of a Partner; writes comments for management letters.
Drafts reports including footnotes.
Performs the broadest range of accountant tasks so that direct participation of supervisors, managers, or Partners is kept to a minimum.

Knowledge, Skills and Abilities:

Proficiency in use of computers and computer accounting software programs.
Well-rounded knowledge of accounting principles and personal income taxes.
Ability to organize work and projects, prioritize and meet deadlines, and ability to complete work in an efficient and accurate manner.
Ability to reason and multi-task.

Supervisory Responsibilities:

Supervises one or more staff and semi-senior accounts on assigned engagements and instructs them in work to be performed
Reviews work done and directs necessary revisions.

Requirements

Minimum Qualifications

Bachelorâs degree in Accounting (or foreign equivalent) or a related field and 3 yearsâ experience in job offered or closely related occupation.
Employer will accept any suitable combination of education, training, or experience.

Success Factors:

Ability to communicate clearly and concisely in English.
Proactively seeks knowledge, new task and responsibilities.
Cooperative and responsive to training, supervision and constructive feedback.
Maintains appropriate compliance with all Firm wide and local policies and procedures.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Fri, 14 Aug 2015 00:00:00 PDT 0 <![CDATA[Accountant Senior Tax]]> SENIOR TAX ACCOUNTANT

Summary:

Our client is a full service public accounting firm that is consistently ranked as a top 100 firm nationally.

Recently named a BEST PLACE TO WORK in San Francisco, Los Angeles, Orange County, and the San Fernando Valley, as well as one of the BEST ACCOUNTING FIRMS TO WORK FOR nationwide, we are one of the largest accounting firms in Southern California. Established in 1959, the practice has grown to more than 250 professionals and support staff, with offices throughout northern and southern California.

We believe that creating a caring, friendly and warm family environment for our employees helps them love coming to work to do an extraordinary job.

We support our staff by providing ongoing training programs, excellent technical resources, close interaction among partners and clients, a competitive compensation and benefits package, advancement opportunities, and a team-oriented working environment.

Our San Francisco office is currently seeking a friendly, enthusiastic, high-energy individual to join our Firm as a Senior in our Tax department.

Senior Accountants perform most work assigned with a minimum of assistance. They often lead one or more assistants, instruct them in work to be performed, review the work done, and direct necessary revisions. Seniors are required to make decisions on all but the most unusual accounting and auditing matters.

Essential Functions:

Performs diversified accounting, auditing, and tax assignments under the direction of supervisor, manager or partner.
Demonstrates competency in technical skills, work quality, and application of professional and Firm standards.
Meets time constraints and client deadlines.
Participates in planning and scheduling client engagements.
Directs and instructs assistants, where applicable, in work to be performed and working paper review.
Determines the extent of test-checking required in an audit and selects the transactions to be tested.
Prepares and indexes working papers; performs various procedures to verify accuracy and validity of clientâs financial matters.
Prepares complicated tax returns, and returns on dissolution or liquidation.
Suggests client tax planning ideas to supervisor, manager, or Partner.
Prepares routine correspondence to client for approval and signature of a Partner; writes comments for management letters.
Drafts reports including footnotes.
Proactively takes ownership of projects, seeing them through to ultimate completion & delivery to client.
Performs the broadest range of accountant tasks so that direct participation of supervisors, managers, or Partners is kept to a minimum.

Knowledge, Skills and Abilities:

Proficiency in use of computers and computer accounting and tax software programs.
Well-rounded knowledge of accounting principles and personal income taxes.
Ability to organize work and projects, prioritize and meet deadlines, and to complete work in an efficient and accurate manner.
Ability to reason and effectively multi-task.

Supervisory Responsibilities:

Supervises staff accountants and assistants with assignments, instructs them in work to be performed, reviews work done and directs necessary revisions.
Proactively shares knowledge and takes ownership of developing people.

Requirements - Minimum Qualifications:

At least three (3) yearsâ experience in public accounting, demonstrating a progression in complexity of tax knowledge, auditing, and accounting tasks.
Bachelorâs degree in accounting, or Masterâs degree in accounting.
Minimum of forty (40) hours of continuing professional education is required each year.
Either hold a current and valid CPAâs license, or be working toward obtaining the license by taking and passing the applicable state CPA exam.
If licensed, should be a member in good standing with the AICPA.

Success Factors:

Ability to communicate clearly and concisely in English.
Explore various industries area working towards developing an area of specialization or niche practice
Proactively seeks knowledge, new task and increased responsibilities.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Fri, 14 Aug 2015 00:00:00 PDT 0 <![CDATA[Audit Senior]]> Audit Senior Associate

Our client is a national accounting firm providing a full range of business services and solutions.

We are looking to place a Senior Audit Associate for their growing audit department in their Irvine, CA office.

has immediate openings for a Senior Audit Associate.

As a key member of the audit team, the Senior Associate is responsible for:

Managing, understanding and assisting with planning multiple audit assignments in Manufacturing, Distribution, Not-For-Profit and Benefits Plans and many more industries
Developing an understanding of client's business, and becoming a "functional expert" in the area
Execute the day-to-day activities of audit engagements.
Manage client engagements from start to finish, including managing the budget, planning, executing, directing staff and completing financial statements and audits
Develop and maintain an excellent working relationship with all levels of client staff to increase customer satisfaction and to strengthen client relationships
Preparing all necessary financial statement and related disclosures and reportable conditions letters, with an eye on quality, thoroughness and accuracy
Identify and communicate technical matters to both clients and upper management.
Utilize proactive, effective communication with management, staff and clients
Keeping abreast of latest developments and ensuring professional development through ongoing education
Recognizing and informing senior management of opportunities to increase level and types of services to clients
Pledge to provide exceptional service to every client by providing individual attention, responsiveness and commitment to understanding their goals and needs
Maintain and comply with the highest degree of professional standards, client confidentiality and personal conduct
Assist with training and mentoring junior associates and interns on MHM audit methodology
The position offers an opportunity to work with a diverse client base

Requirements:

Bachelorâs degree required; Masterâs degree in Accounting, Taxation or related field preferred
3+ years of experience in public accounting or related field preferred
1+ year supervisory experience preferred
CPA candidates preferred
Excellent interpersonal, analytical, research and audit project management skills, including proficiency in GAAP and GAAS rules, procedures and standards
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Ability to multi-task, think independently and problem solve in a results driven team oriented environment
Strong verbal and written communications skills
Strong computer and technical skills including, Microsoft Office Suite, Outlook, intranet and audit software
Must be able to travel based on client and business needs

Come grow your career with us!

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Thu, 13 Aug 2015 00:00:00 PDT 0 <![CDATA[Senior Staff Accountant]]> Senior Staff Accountant

Summary

Our client is a full service public accounting firm that is consistently ranked as a top place to work in Southern California.

As part of their growth strategic plans, we are looking to fill an exceptional opportunity for a senior accountant with 2 to 4 years of experience.

Senior accountants have the ability to handle many areas of an assigned engagement. They have developed skills in supervising subordinates working on the same engagement and are becoming familiar with how to train staff members. They are capable of producing completed work products ready for review by a supervisor or manager.

The minimum requirements a senior staff should possess are as follows:

A Bachelor's and/or Master's degree in accounting
CPA certification or CPA eligibility are required.
2 + years of experience in Audit/Tax with a Public Accounting Firm
Ability to work within time budget constraints, including resolution of budget problems before a job gets out of control.
Demonstrates commitment to the Firm's timeliness goals.
Is an effective communicator, written and oral, upstream and downstream.

Working Conditions:

General office working conditions, including occasional assignments at client or offsite locations. Occasional overtime work required throughout the year.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Mon, 10 Aug 2015 00:00:00 PDT 0 <![CDATA[Audit Senior or Audit Manager]]> Audit Senior or Audit Manager

Summary

Our client, a dynamic and rapidly growing Orange County boutique CPA firm is looking to immediately add a Senior Associate or Manager.

A CPA or CPA candidate status is required.

Additionally, it is preferred that the candidate be a self-starter, willing to learn, possesses prior supervisory experience and is eager to be responsible for undertaking many different types of tasks in a professional environment.

Job requirements are as follows:

Possess significant experience in undertaking and managing financial audits

Possess significant experience in undertaking and managing financial reviews

Possess significant bookkeeping proficiency

Possess a high-level of proficiency with QuickBooks and/or Peachtree

Ability to work with and review essential accounting concepts, such as, booking of journal entries, reviewing of a trial balance, reconciliation of net assets and creating financial statements

Possess some experience preparing tax returns

Possess significant experience working in Excel, Word, PowerPoint, Outlook and Adobe

Strong written and verbal skills

Strong work ethic demonstrated by past work experience

Potential job duties are as follows:

Manage audit fieldwork, reviews and compilations

Conduct agreed upon procedures

Undertake complex bookkeeping consultation projects

Preparation of federal and state income tax returns for a variety of different types of clients

Oral and written communications with clients, other professionals and regulatory authorities

Potential candidates should expect to be able to demonstrate the above referenced job requirement skills as part of the interview process.

When submitting your resume, please include a cover letter that specifically, but briefly outlines your relevant experience.

Salary is negotiable and dependent upon the experience and background of the candidate.

We offer a competitive salary and benefits package, great learning opportunities, great working location, the possibility of a flexible work schedule (our firm is extremely family oriented and we are dedicated to providing work-life balance) and a stress-free working environment.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Tue, 04 Aug 2015 00:00:00 PDT 0 <![CDATA[Accountant - Bookkeeper]]> Bookkeeper Position

Summary

Our client, a Beverly Hills certified public accounting firm, is seeking a full-charge bookkeeper to join our team

The firm has been ranked among the Top 200 CPA Firms nationwide, the Fastest Growing CPA Firms nationwide, the Best Firms to Work For nationwide, a Regional Leader for the West, the Top 25 CPA Firms in Los Angeles County and among the Top 10 Best Places to Work in Los Angeles

The successful candidate should have at least 3 yearsâ experience and must be able to work under limited supervision.

This position is a full charge bookkeeper who will have direct contact with clients and will be responsible for bill-paying, bank reconciliations, invoicing, preparation of financial statements and recording broker statements, as well as other standard bookkeeping responsibilities.

This is a full time position with a salary range of $20-$24 per hour, depending on experience. We also offer a complete benefits package including medical insurance and paid time off.

Qualifications:

3-5 yearsâ experience with responsibilities described below:
QuickBooks expertise
Proficient computer skills in Excel, Word, and Outlook
Excellent organizational skills and attention to detail
Ability to manage multiple clients
Good communication skills and a professional demeanor
Type 40 wpm
Ability to work overtime during busy seasons

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Mon, 03 Aug 2015 00:00:00 PDT 0 <![CDATA[Partner Tax - Practice Leader - Tax Consulting Services]]> Practice Leader - Tax Consulting Services

Summary

Our client is a specialized boutique accounting and consulting services firm looking for a Practice Leader level accounting professional to help double the size of our firm in three years.

As a result, you will have the opportunity to grow your career in a dynamic environment that is a playground for highly skilled, self-motivated professionals. You will oversee project teams which advise and collaborate with high growth companies on income tax accounting and reporting issues.

If youâre interested, here is the challenge for your first year.

Practice Leaders build the firm through practice development at your assigned existing clients and meeting established revenue goals.
Practice Leaders assist the partnership group on an as needed project basis in the overall firm operations which include Human Resources, IT, Accounting, Scheduling and Recruiting.
Practice Leaders have the ultimate responsibility of maintaining and building the client relationships.
Practice Leaders are responsible for negotiating the scope of the work, bill rates and budgets for recurring projects at existing clients.
Function as the tax accounting and reporting subject matter expert (SME) by developing on the job technical skills in our seniors and managers through performance evaluations, mentoring and firm-sponsored formal training programs.
Review and conclude on complex tax accounting and reporting issues balancing client preferred solutions within the confines of the US GAAP structure.

The qualified candidate has extensive experience and demonstrated competency in the following areas:

Preparation and/or review of all aspects of tax provision accruals in accordance with ASC 740 (fka FAS 109) or IAS 12 (IFRS) for annual and interim reporting
Identification and measurement of uncertain tax positions under ASC 740-10 (fka FIN48)
Determination of tax provision impact associated with stock-based compensation and/or business combinations
Documentation of tax positions and effective communication with audit firm personnel
The Practice Leaderâs responsibility includes ensuring overall project success as well as completing original work as needed.
Take ultimate responsibility for the quality in the client deliverables.
Possess clear and concise writing, and verbal skills to communicate complex issues in simple terms to clients and team members.
Given the environment of our clients, the ability to adapt to unexpected changes to timelines, deadlines, and the scope of work is a must.
Upon successfully demonstrating the skill set listed above you will have the opportunity to earn a promotion to Partner. As a Partner you will be responsible for:
Building the firm through practice development efforts at new and existing clients.
Collaborating with the partner group in setting the strategic direction and growth of the firm including geographical expansion of new offices and the addition of complementary service lines.

Location:

Our office is in located in Woodland Hills, but the location of our work is based on client locations primarily throughout the greater Los Angeles area.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Thu, 30 Jul 2015 00:00:00 PDT 0 <![CDATA[Senior Accountant / Analyst]]> Senior Accountant / Analyst

SUMMARY

Our client is a full service public accounting firm that is consistently ranked as a top 100 firm nationally.

As part of their growth strategic plans, we are looking to fill an exceptional opportunity for an accountant with 3 to 5 years of general accounting, tax and audit experience who wants to break into the challenging field of forensic and management accounting.

They are a highly diverse practice which provides professional services in the areas of tax, commercial business services, insolvency, litigation, and forensic accounting.

Our ideal candidate is an individual who aspires to gain broad-based knowledge and experience in this multifaceted division of the company.

You will support the Division in the areas of forensic accounting, litigation, insolvency, and commercial client services. Work will involve a broad range of accounting, tax, and financial skills, along with exposure to a wide range of companies from small enterprises to large corporate entities operating in variety of industries.

Essential Functions:

Prepare general accounting to assist clients in managerial oversight, forecasts, budgets and implementation of improved accounting and financial systems.
Perform tax planning, forecasting, development of tax strategies, and tax preparation services.
Perform bankruptcy, receivership, and other insolvency work in connection with Chapter 7 and 11 cases, liquidations, reorganizations, preference and fraudulent conveyance actions, and other insolvency work.
Demonstrate forensic accounting, business valuation and damages expertise and stay abreast of current news.
Apply legal knowledge to research, analyze cases, and prepare interrogatories and discovery information.
Analyze financial information received from clients and subject companies.
Supervise SLBiggs support staff and review staff work and reports.
Build client rapport and maintain smooth working relationships with clients.

Nonessential Functions:

Professional development: attend continuing education seminars to build expertise.
Develop contacts within financial and legal community for new business; attend meetings for the purpose of developing contacts and referral services.
Promote the ideals, values, mission, and vision of the Firm.
Maintain appropriate compliance with all Firm and departmental policies and procedures.
Other duties as assigned.

Knowledge, Skills and Abilities:

Project management skills and ability to handle multiple priorities, meet deadlines, and provide status reports to Partners and Directors.
Demonstrate ability to structure and perform financial consulting projects and effectively manage client expectations and relationships.
A strong finance, accounting, or economics background and exposure to theory and applications are required.
Legal knowledge and experience in legal research, analysis, and development of evidentiary material for use in legal proceedings.
Excellent mathematical, analytical, and computer skills are required.
Exceptional writing, communication, management, organization, and interpersonal skills.

Supervisory Responsibilities: Supervision of support staff.

Working Conditions:

Occasional same day travel for work at clients' offices, meetings, or seminars using personal vehicle.
Overtime work required throughout the year.
Minimal Hazards. General office working conditions.

Minimum Qualifications:

BA or BS in Finance or Accounting; MBA, CPA, ASA, or CFA preferred.
Background in accounting, finance, or economics.
3 to 5 years general accounting, audit, tax, and/or law.

Success Factors:

Executes and oversees assignments to ensure they are completed thoroughly, accurately, and in a timely manner.
Demonstrates a strong work ethic.
Thorough knowledge and proficiency in advanced technical skills necessary for advising clients.
Excellent communication skills, written and verbal, with the ability to clearly communicate issues to clients and all levels of management.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Wed, 29 Jul 2015 00:00:00 PDT 0 <![CDATA[Accountant]]> Accountant / Analyst

SUMMARY

Our client is a full service public accounting firm that is consistently ranked as a top 100 firm nationally.

As part of their growth strategic plans, we are looking to fill an exceptional opportunity for an accountant with 2 to 4 years of a diverse nature, including document review, financial analysis, general accounting, and tax preparation.

They are a highly diverse practice which provides professional services in the areas of tax, commercial business services, insolvency, litigation, and forensic accounting.

Our ideal candidate is an individual who aspires to gain broad-based knowledge and experience in this multifaceted division of the company.

Essential Functions:

Document Review: Review, compilation, and organization of documents received or to be produced in pending engagements.

2. Financial Analysis: Compilation and analysis of financial data, preparation of financial reports, and work in forensic accounting and litigation support.

3. General Accounting: Preparation of financial statements, tax returns, and reports.

Non Essential Functions:

Other duties as assigned.

Knowledge, Skills, and Abilities:

Ability to organize work and projects, prioritize, meet deadlines, and complete work in an efficient and accurate manner.
Ability to reason and multi-task.
Proficiency with computer and spreadsheet software programs. Proficient in Microsoft Office Tools (WORD, EXCEL, Outlook) and QuickBooks.
Familiarity with legal research, analysis, and development of evidentiary materials.
Attentive to detail, self-sufficient, requiring minimal supervision.
Strong verbal, written and organizational skills.
Excellent interpersonal skills, able to get along with many kinds of personalities.
Ability to maintain confidentiality.
Dependable, with excellent attendance record.

Two or three years work experience desired.
BA or BS degree or specialized professional training, along with experience working in a CPA or law firm.

Success Factors:

Executes assignments thoroughly, accurately, and in a timely manner.
Demonstrates a strong work ethic.
Demonstrates an ability to learn and take on assignments of increasing responsibility and skill level.
Strong verbal, organizational, and interpersonal skills.
Excellent communication skills, written and verbal, with the ability to clearly communicate issues to clients and all levels of management.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Wed, 29 Jul 2015 00:00:00 PDT 0 <![CDATA[HR Manager]]> HR Manager

Summary

Our Client is a Global Aerospace Defense company.

They are looking for a HR Manager to join their word class team in Irvine, CA.

Job Description:

The Human Resources Manager will provide generalist support to approximately 375 global Aerospace employees.

This role will implement and coordinate the application of established human resource policies and systems, recommend and develop new policies (where necessary) and ensure compliance with all elements of the Values & Philosophy.

The Human Resources Manager reports directly to the Aerospace Group HR Manager. The role may also partner more deeply with individual functions to advance organizational needs.

Strategically plan and deliver HR services, programs and initiatives aligned with the business strategy and Values & Philosophy.
Act as a business partner, strategic solution provider, advisor, and counselor to business leaders.
Lead talent acquisition and development activities.
Understand the group strategy and long-term plans to drive the Organizational Capability Assessment process to identify and implement action plans to improve organizational capability. Drive the quarterly talent review process within the headquarters population to build organizational capability, supporting a high performance culture.
Provide coaching, consulting and facilitation skills at all levels, including Director and VP levels, to influence behavior and business decisions consistent with Values & Philosophy.
Administer compensation programs, including various bonus programs, to ensure competitive pay practices through systems that reward superior employee performance.
Facilitate the employee survey action planning and communication process for the headquarters population. Champion employee survey improvement activities through analysis of survey data and identification of key improvement opportunities, providing direct support to survey improvement teams as appropriate.
Champion and lead Irvine Headquarters diversity and inclusion efforts; conduct every other month all hands town hall meetings for the headquarters and remote employee population
Lead Irvine Headquarters community outreach efforts and chair the employee activities & community involvement team
Ensure facility compliance with governmental regulations, such as: Affirmative Action Plan (AAP), Equal Employment Opportunity (EEO), Americans with Disabilities Act (ADA), Family Medical Leave Act (FMLA), etc.
Evaluate, develop, and analyze available data to proactively identify opportunities to continuously improve function and organization performance.
Maintain employee files, HRMS data and process integrity consistent with legal, group and corporate standards.
Facilitate HR service delivery for headquarters employees; ensure we are providing a high level of service for the managers and employees while streamlining and optimizing the HR value chain
Perform other incidental and related duties as required and assigned.

Essential Functions:

Implement and/or coordinate all phases of the human resources function within the Aerospace HQ population, including but not limited to: employment, compensation, benefits, EEO/AAP, training, and workerâs compensation
Assess talent needs for the Aerospace headquarters population; partner with the managers on to drive the posting process and standards within the talent acquisition process
Facilitate Achieving Performance Excellence (APEX) and Organization Capability Assessment (OCA) calibration sessions for the HQ population; drive business action and follow through as an output of these discussions
Coordinate bi-annual employee survey; work with HQ managers to develop action and communication plans and monitor action plan completion progress
Coach and counsel HQ employees and managers on both gaps and opportunities to raise the bar within Aerospace; investigate concerns as necessary
Manage the disability claim process, including the application of FMLA and the STD program. Coordinate each case with Sedgwick and works with employees to facilitate positive employee relations and expedite return to full-duty work
Drive HR functional excellence through HQ programs and processes; ensure quality of process and content and alignment with the Business System (EBS) to achieve goals and objectives.
Develop, optimize, document and standardize sustainable processes, sharing best practices across the division.
Manage the new hire orientation and onboarding process, and exit interview process, as necessary
Drive the annual salary planning and sales incentive plan (SIP) payout processes
Manage and develop employee compensation/reward and recognition programs, driving a pay-for-performance culture aligned with business objectives; perform an annual cycle of improvement review on for HQ merit and SIP payouts
Provide analytical reporting and proactive recommendations for HQ related metrics, including but not limited to, turnover, training, diversity and compensation data
Support job evaluation and job banding processes and provide analytics that assure validity and consistency across Aerospace
Foster a culture where ownership of health and safety is embraced by all employees. Work with the employee and local EHS coordinator to resolve any identified issues.
Ensure that the business fully complies with all local and country specific employment regulations and posting applicable to the HQ population
Initiate relocation processing; manage visa processing
Drive Aerospace HR continuous improvement projects in support of the senior leadership team

Dimensions:

Support the Aerospace HQ organization as the HR Generalist
Partner with the functional leaders to advance the needs of their organizations, as needed
Support group Compensation programs (Merit, EIC, LTI, SIP)
The successful candidate for this role must be willing to perform administrative tasks (i.e. HR filing) necessary to support the Human Resources function.

Basic Qualifications:

Bachelorâs degree from an accredited institution
Minimum of 3 yearsâ experience in a generalist HR capacity
This position requires use of information or access to hardware which is subject to the International Traffic in Arms Regulations (ITAR). All applicants must be U.S. persons within the meaning of ITAR. ITAR defines a U.S. person as a U.S. Citizen, U.S. Permanent Resident (i.e. 'Green Card Holder'), Political Asylee, or Refugee.

Position Criteria:

Excellent written and oral communication skills
Solid business acumen and excellent interpersonal skills required, including use of discretion, tact and judgment.
Ability to maintain confidentiality and effectively navigate and influence sensitive situations.
Highly organized with strong attention to detail, while also able to manage multiple priorities in an extremely fast paced work environment
Proven ability in counseling/advising in various employment-related matters
Proven ability to influence and work effectively across all levels in a highly-matrixed environment
Understanding of Federal and State employment and labor laws, (ADA, OFCCP, EEOC, Wage and Hour, State Unemployment Compensation, State Worker's Compensation, etc.).
Strong MS Excel, PowerPoint, Word skills.

Preferred Qualifications:

Masterâs Degree in Business from an accredited institution
Plant experience as well as experience working in a large (Fortune 500) corporate headquarters
Solid understanding of compensation principles and practices, including job analysis, documentation, evaluation, variable compensation, organizational structure, report development, and HRIS capabilities
Experience with Oracle HR

Experience:

Minimum 3 Years
Travel Up to 10 percent
Relocation benefit provided? Yes - Within hiring country only

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Thu, 23 Jul 2015 00:00:00 PDT 0 <![CDATA[Manager, Tax]]> Tax Manager (West Los Angeles)

One of the top 75 CPA firms, per the L.A. Business Journal, seeks an experienced tax professional. We are a medium-sized, full service accounting and business management firm on the Westside seeking a motivated, experienced candidate with excellent communication and interpersonal skills for a tax manager position. Strong experience in individual, partnership and corporate taxation desired. We provide a competitive compensation package, cutting edge technology and a challenging work environment emphasizing a work / lifestyle balance.

Desired Skills & Experience:

-CPA with a Bachelors Degree, Masters in taxation preferred.

-Minimum 5 plus years experience in tax compliance and planning.

-Ability to establish and maintain client relationships.

-Effectively manage all aspects of a project from start to finish in a team environment, while also developing staff.

-Strong analytical background and ability to perform tax research efficiently.

-Experience with CCH's suite of products a plus.

-Business management experience a plus.
]]> Thu, 16 Jul 2015 00:00:00 PDT 0 <![CDATA[Experienced Tax Accountant]]> Tax Accountant

Our client, a Beverly Hills certified public accounting firm, is seeking a full time experienced tax professional to join their team.

The successful candidate should have at least one year experience of tax preparation, demonstrate a good understanding and working knowledge of the clientâs business and tax systems, take responsibility for clearing open items relating to assigned areas, and for meeting client deadlines.

Responsibilities:

Prepare income tax returns for individuals, trusts, partnerships and corporations
Prepare and review client work papers
Prepare compilations and reviews
Tax research and tax planning

Requirements:

Candidate must have a bachelorâs degree (or higher) in accounting, finance or related field
Excellent technology skills
Excellent verbal, written communications and interpersonal skills
Legally eligible to work in the United States

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Thu, 09 Jul 2015 00:00:00 PDT 0 <![CDATA[Senior Audit Manager]]> Senior Audit Manager

Summary

Our Client is a Large banking institution in down town Los Angeles.

They are looking for a senior audit manager to join their word class accounting department.

Responsibilities

Directs a comprehensive audit program including operational, financial, compliance audits and loan reviews, providing consulting services to the organizationâs management and staff; providing direction to development of the annual audit plan, and providing ongoing training, coaching and supervision to Internal audit staff.

Maintains organization and professional ethical standards. Works independently with extensive latitude for initiative and independent judgment. Manages within a budget approved by executive management and the audit committee.

Essential Duties/Responsibilities:

Directs the audit staff and/or external audit vendors in conducting interviews, reviewing documents, developing and administering surveys, identifying and documenting audit issues, composing summary memos and recommendations, and preparing working papers.
Performs complex audits.
Responsible for planning, organizing, directing and monitoring of Internal Audit operations, including assisting in hiring, training and evaluating staff, and taking corrective actions to address performance problems.
Directs the identification and evaluation of the Bankâs operational areas and oversees the development of the risk assessment, annual Audit Plan and related budget.
Directs the overall performance of audit procedures, including identifying and defining issues, development criteria, reviewing and analyzing evidence, and documenting audit processes and procedures, within the approved budget.
Communicates the results of audit and consulting projects via written reports and oral presentations, and budget to actual results to management and the Audit Committee.

Education Requirement:

Bachelorâs Degree in Business Administration, Economics, Finance, or related discipline required

Qualifications:

Knowledge, Skills, and Abilities Required:

A CPA and/or CIA certification
Minimum of 8 years of relevant banking industry or auditing experience
MBA is a plus
Skill in collecting and analyzing complex data, evaluating information and systems and drawing logical conclusions
Must possess leadership quality and teamwork spirit;
Must be able plan and monitor activities according to priorities and multi-task;
Must have organizational, problem-solving (solutions-oriented approach), negotiation and follow-up skills;
Must have a good command of oral and written communication skills
Must be analytical, creative, flexible, and manage well in a fast-paced, rapidly changing environment.
Must have good knowledge of bank policies and procedures, rules and regulations;
Computer literate, high level of proficiency using Microsoft Word, Excel, Outlook and PowerPoint required.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Thu, 02 Jul 2015 00:00:00 PDT 0 <![CDATA[Accounting Manager Tax]]> Tax Manager

Our client, a Beverly Hills certified public accounting firm, is seeking a full time tax manager professional to join our team

The successful candidate should have at least 6 â 8 yearsâ experience of tax preparation and advance knowledge of tax regulations and their relationships to business.

Responsibilities:

Prepare, oversee the completion of, and review complex income tax returns for individuals, trusts, partnerships and corporations
Research complex tax issues
Tax planning and projections
Draft written responses to tax notices from various federal and state tax agencies
Meet with prospective clients
Provide support and mentoring to your team, manage account assignments, and act as a point escalation as needed

Requirements:

Prepare, oversee the completion of, and review complex income tax returns for individuals, trusts, partnerships and corporations
Research complex tax issues
Tax planning and projections
Draft written responses to tax notices from various federal and state tax agencies
Meet with prospective clients
Provide support and mentoring to your team, manage account assignments, and act as a point escalation as needed

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Thu, 02 Jul 2015 00:00:00 PDT 0 <![CDATA[Senior Manager Tax]]> SENIOR TAX MANAGER

Summary:

Our client is a full service public accounting firm with successful, diversified clientele that is consistently ranked highly as one if the best places to work in California and serves the middle market throughout Los Angeles.

As part of their growth strategic plans, we are looking to fill an exceptional opportunity for a SENIOR TAX MANAGER in their growing tax practice.

We seek practical, yet creative, tax specialists with 8+ yearsâ experience who are capable of providing income tax compliance, tax planning and accounting services.

We offer excellent growth opportunities, direct client responsibility, top salary and benefits, all in a flexible environment.

Our client base includes, but is not limited to, real estate, manufacturing, service industries, retail, health care, entertainment, telecommunications, insurance, distribution, travel and wholesale.

Responsibilities will include preparation and supervision of tax-oriented and consulting engagements and effective communication with partners, staff and clients.

You must be a -

Hands on CPA with a minimum of 8 yearsâ experience with a local CPA firm.
Experience with accounting and tax software (QuickBooks, ProSystem (CCH Suite), Lacerte, Caseware, etc.), preparation of corporate, individual, partnership tax returns and tax projections.
Team player with strong interpersonal, organization and communication skills, attention to detail, interface effectively with clients and staff members, meet deadlines, and a self-starter with minimal need for supervision or direction and someone who loves what they do.

We will offer -

A generous compensation package rewarding high performance.
The pay package includes salary plus overtime (at all levels), chargeable hour bonus, profit sharing plan, 401k plan with matching contributions and an excellent employee benefits package.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate
]]> Wed, 24 Jun 2015 00:00:00 PDT 0 <![CDATA[Senior Accountant - Non Profit Organization]]> SENIOR ACCOUNTANT

Summary:

Our client is a well known Non Profit Organization in Los Angeles.

As part of their growth strategic plans, we are looking to fill an exceptional opportunity for a SENIOR ACCOUNTANT in their growing firm.

Position Description

Reporting to the Accounting Manager, the General Ledger Accountant is responsible for the maintenance and reconciliation of the general ledger, account analyses, cash reconciliations and supervision of the Jr. GL Accountant and Jr. Staff Accountant.

Principal Duties

Review, maintain and reconcile the general ledger on a monthly basis.
Review all journal entries, monthly bank reconciliations, and analyses for cash and other accounts.
Prepare and review audit schedules and work with external auditors/tax consultants to assure complete and timely compliance for financial and regulatory reporting.
Prepare financial statements and other confidential management reports including daily and weekly cash position.
Supervise Jr. GL Accountant and one A/P Staff.
Perform additional projects as assigned by Accounting Management including, but not limited to, reviewing processes in place to improve efficiencies, creating a fixed asset tracking system, development of an AR subledger for non-pledge cash receipts.
Additional Duties
Be available to supervisor for additional assignments, as required, including assisting with the Campaign.

Education, Skill and Experience Requirements

BS in Accounting and 4 to 5 yearsâ experience working in an accounting department.
CPA and/or public accounting experience preferred.
Prior general ledger and account reconciliation experience.
Must be well organized and detail oriented.
Good communication and interpersonal skills required.
Knowledge of Excel and Word required.
Experience with MIP a plus.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Wed, 24 Jun 2015 00:00:00 PDT 0 <![CDATA[Audit Experienced]]> Audit Associate

Our client is a national accounting firm that has an immediate opening for an Audit Associate.

The Audit Associate works as a member of the Client Services group in providing outstanding service to our valued clients. This position performs many entry level accounting duties and will also work directly with corporate clients, under the supervision of upper level management.

The primary responsibilities of this position include:

Gain an understanding and assist in planning multiple audit assignments in Real Estate, Construction, Nonprofit, Manufacturing and many more industries.
Execute solid understanding of accounting and auditing principles, quality control standards and technology implementation procedures relative to individual client assignments
Participate in client assignments from beginning to end
Identify and communicate audit issues, technical matters and improvement opportunities with senior associates, managers and partners to resolve client issues discovered during the audit process
Develop and maintain an excellent working relationship with all levels of client staff to increase customer satisfaction and to strengthen client relationships
Pledge to provide exceptional service to every client by providing individual attention, responsiveness and commitment to understanding their goals and needs
Maintain and comply with the highest degree of professional standards, client confidentiality and personal conduct
Assist with training and mentoring junior associates and interns on audit methodology

A successful candidate will have:

Bachelor's degree required; Masterâs degree in Accounting, Taxation or related field preferred
CPA eligible and/or desire to obtain certification preferred
Internship experience in accounting or related field preferred
Excellent interpersonal, analytical, research and audit project management skills, and have basic knowledge of GAAP and GAAS rules, procedures and standards
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Ability to multi-task, think independently and problem solve in a results driven team oriented environment
Strong verbal and written communications skills
Strong computer and technical skills including, Microsoft Office Suite, Outlook, intranet and audit software
Must be able to travel based on client and business needs

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Fri, 19 Jun 2015 00:00:00 PDT 0 <![CDATA[Accountant Senior Staff]]> Pasadena CA
Description, responsibilities & requirements

Main Responsibilities include:

Preparation of Compiled Financial Statements with/without footnotes
Annual set-up and maintenance of accounting books
Classification of transactions
Trial balance, closing, and end of period adjustments
Supervise the preparation of bank reconciliations
Supervise the maintenance of fixed asset depreciation schedules
Maintenance of prepaid and accrual schedules
Prepare balance sheets, profit and loss statements, and other financial reports
Write-up work and tax preparation with the assistance of tax accountants
Analyze trends, costs, revenues, financial commitments, and obligations incurred to predict future revenues and expenses
Reports organizationâs finances to management, and offers suggestions about resource utilization, and assumptions underlying budget forecasts
Knowledge of commonly-used concepts, practices, and procedures within a particular field
Preparation of sales and property tax returns
Supervision of staff accountants
Review work prepared by staff accountants

Job Requirements

B.A./B.S. in accounting or finance
CPA, candidate for CPA (preferable)
Has worked recently with Accrual Basis of Accounting
3 to 5 years in similar capacity in a CPA firm environment
Detailed oriented
Uses good judgment
Good Communication skills
Problem solving skills
Proficient computer skills including QuickBooks, Intacct, Excel & Word
Organized/Good Time Management skills
Uses appropriate discretion â handling sensitive confidential information
All Candidates will be tested on his/her Accounting knowledge

]]> Thu, 18 Jun 2015 00:00:00 PDT 0 <![CDATA[Accounting Manager Tax]]>

Prepare and manage individual, trust, corporate and partnership tax returns

Engage in tax planning services: projections, entity selection and ad hoc tax research

Manage communications between clients and IRS & other state tax agencies

Manage multiple tax engagements simultaneously

Communicate effectively with clients

Being familiar with compilation and review engagements and deferred tax computations

]]> Thu, 18 Jun 2015 00:00:00 PDT 0 <![CDATA[Senior Tax Accountant or Tax Manager]]> Senior Tax Accountant or Tax Manager

Rapidly growing local CPA firm in Glendale is looking to hire a Senior Tax Accountant/Tax Manager with minimum of 5 years of experience with taxation from small or mid-tier firms.

Experience with corporate, pass-through entities and individual tax returns is required.

Excellent communication skills (both oral and written) and CPA license is required.

The candidate will prepare some returns but primarily review tax returns and train staff, research complex tax issues oversee all phases of tax consulting and/or compliance projects and deliver timely, high-quality profitable services to small to midsized companies.

Excellent opportunity to be a leader, coach and mentor staff.

Our commitment to you is helping you progress beyond the senior/manager role.

If your skills develop and you have the aspirations to become a partner, the opportunity is definitely available.

Eligibility And Qualifications

Minimum 5 years of experience from a small or mid-tier CPA firm
Bachelor's degree in accounting or related field
CPA License
Strong written and verbal communication skills
Highly motivated Able to handle multiple priorities, tasks and simultaneous projects
Willing to take on a big role at the firm

Please Submit Your Resume With Salary Requirements And References.
]]> Wed, 17 Jun 2015 00:00:00 PDT 0 <![CDATA[Senior Accountant]]> Senior Accountant â Multi State Retail Company

Summary:

Our international diverse media client is seeking a dedicated and detail-oriented Senior Accountant to join their diverse Accounting and Finance team based in Beverly Hills, California.

As part of their strategic growth plans, we are looking to place an Senior Accountant in their division of highly successful chain of retail stores.

The original vision for an upscale adult boutique began in 1998 when the first Hollywood store opened on the famed Sunset Strip. Since then, the ever-expanding chain has been offering consumers a bright, refreshing emporium of lingerie, apparel, movies and other merchandise.

With multiple locations nationwide and plans for future expansion, this chain of retail stores is changing the face of romantic behavior worldwide.

Position:

On a day to day basis, the Senior Accountant assists the Controller, or designated manager, to accomplish the efficient and effective function of cash, inventory and fixed assets management and recording related transactions to the financial statements.

The Senior Accountant also provides consolidated financial information for analysis, as well as any other financial information requested. In addition, the Senior Accountant must maintain the confidentiality of all sales, profits, expense and personal information, and performs all duties assigned by the Controller or designated manager. Finally, the Senior Accountant must know, practice and ensure that Company policies and procedures are followed at all times.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Assist with the preparation of month-end and annual financial statements
Arrange, update, and monitor schedules of fixed assets, inventory, debt, prepaid assets, and current liabilities
Prepare journal entries, allocations, and accruals
Assist the Assistant Controller and Controller with managing the annual financial statement audit by sharing the responsibility for all lead sheets, supporting schedules, and variance analysis.
Prepare sales and use taxes for multiple states
Reconcile various bank accounts for a portfolio of entities (retail stores)
Prepare financial statement package on a monthly basis for our partner bookkeeping company
Prepare Daily Cash Spreadsheet showing actual cash activity
Assist in preparation of the budget and forecast worksheets
Organize and file accounting records

QUALIFICATION REQUIREMENTS

3-4 years minimum accounting experience
Bachelorâs Degree in related field
Retail industry experience highly desirable
Knowledge of accounting systems (ERP/Acumatica experience a plus)
Excellent computer skills, including good proficiency in Excel
Inventory accounting experience a plus
Sales & Use Tax experience a plus
Must be able to follow established guidelines to accomplish tasks and solve routine problems
Ability to perform reconciliation of accounts and propose solutions for adjusting of discrepancies
Ability to meet deadlines and handle multiple projects in a fast-paced environment.
Excellent analytical and prioritizing skills
Superb aptitude with numbers
Efficient and detail-oriented
Strong organizational and communication skills

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Tue, 09 Jun 2015 00:00:00 PDT 0 <![CDATA[Accounting Manager]]> Accounting Manager

Summary:

Our international diverse media client is seeking a dedicated and detail-oriented Accounting Manager to join their diverse Accounting and Finance team based in Beverly Hills, California.

As part of their strategic growth plans, we are looking to place an Accounting Manager in their division of highly successful chain of retail stores.

The original vision for an upscale adult boutique began in 1998 when the first Hollywood store opened on the famed Sunset Strip. Since then, the ever-expanding chain has been offering consumers a bright, refreshing emporium of lingerie, apparel, movies and other merchandise.

With multiple locations nationwide and plans for future expansion, this chain of retail stores is changing the face of romantic behavior worldwide.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Execute day-to-day accounting operations, including but not limited to the month-end close, journal entries, AP remittance, and related projects & initiatives, as practicable.
Analyze monthly financial reports by the reporting units as well as the financial statement consolidation. Create adjusting and accruing journal entries based on the developed analyses and comparison worksheets.
Perform and review multi-state sales and use tax filings.
Oversee various license and permit files including monthly, quarterly, and annual.
Assist with annual budgeting and monthly forecasting processes to optimize business decision-making.
Assist the Controller to establish and maintain a seamless system in order to utilize and optimize all available options and links between the operating systems: Accumatica, POS, etc.
Troubleshoot any data entry or other system errors and coordinate with the technical support team when necessary.
Monitor Accounts Payable Aging on a weekly basis to ensure all vendors are kept current.
Create custom worksheets and reports as requested.
Work with the CPA Firm on income tax preparation as well as third party auditors in a productive and efficient manner.

QUALIFICATION REQUIREMENTS

Bachelorâs degree in Accounting, Finance or related field
5+ years of experience
Strong computer literacy and ability to generate reports quickly (Acumatica/ERP experience a plus)
Strong Excel skills
Experience with a multi-site retail company a plus
Proven management and supervisory experience
Ability to work under pressure in a fast-paced environment and handle multiple priorities.
Strong attention to detail
Excellent organizational as well as verbal and written communication skills.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Tue, 09 Jun 2015 00:00:00 PDT 0 <![CDATA[Internal Audit Senior Manager]]> Internal Audit Senior Manager

Summary:

Our international media client is seeking a dedicated and detail-oriented Internal Audit Senior Manager to join our diverse Accounting and Finance team based in Beverly Hills, California.

Reporting to the VP Corporate Controller, the Internal Audit Senior Manager is an integral asset to the continued success of the company.

As part of their strategic growth plans, we are looking to place an Internal Audit Manager who will bring public accounting experience, CIA, & CPA.

The primary focus of this position is to support the Controller in meeting departmental and company objectives in an efficient and accurate manner. If you are proactive, organized and highly knowledgeable in accounting, we would love to meet with you!

RESPONSIBILITIES:

Responsible for the planning and performance of internal audits of operating units and club investments
Assist with maintaining and communicating written policies and procedures, specifically focusing on strong internal controls and workflows
Perform accounting research and provide technical guidance as needed.
Continually identify process improvements and work with others to design new procedures for changes in the business.
Maintain communication with the Controller to ensure the Controller is aware of all significant issues with staff, accounting issues, GL, policies/procedures, etc.
Assist with the external annual audits of several businesses with the external auditors and internal accounting departments
Assist with the review of monthly financial statements and provide consolidated variance analysis.
Analyze financial results, comparing them to plan and prior periodâs results. Identify material differences between the plan and actual results, forward questions to staff to determine the reason for the differences, correct the errors detected, explaining remaining variances and communicate results to the Controller or CFO.
Assist with special projects as required.

QUALIFICATIONS:

STRONG GAAP experience; 6 or more years of experience in audit, minimum 2 years in public
Solid audit experience is required
CPA with 4-year degree in Accounting or similar qualifications
Computer literate and savvy: strong Excel skills required; Acumatica/ERP experience is a plus
Entertainment, media, internet, gaming and/or publishing experience is a plus
Ability to manage multiple demands in a professional manner.
Highly organized, detail oriented, self-motivated, enthusiastic, and flexible to change in rapidly growing company.
Strong interpersonal/communication skills and work ethic required.
Team-oriented personality and working style but able to work independently.
Ability to work well in a fast-paced environment and under tight deadlines.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Fri, 05 Jun 2015 00:00:00 PDT 0 <![CDATA[Senior Tax Accountant ]]> Tax Senior Accountant
Our client is a full-service certified public accounting firm located in Newport Beach, CA is looking for an experienced Tax Senior.

Priding itself on providing a full spectrum of customized accounting and advisory services.

Experience, commitment and integrity are the fundamental principles by which we conduct our business and we are looking for top quality talent to join our team.

The ideal candidate will have:

3-5 years experience
CPA license preferred
Solid understanding of individual, corporate and partnership tax law
Ability to work within time budget constraints and handle multiple tasks simultaneously
Effective communication, written and oral, to work directly with clients and staff
Ability to effectively supervise/train other staff on client matters and assignments
Ability to identify, research and offer resolutions for tax issues
Experience with CCH products, Microsoft Office

Offering competitive salary commensurate with experience, health insurance benefits, paid time off, 401(k) plan, Cafeteria Plan/FSA, and professional dues reimbursement. We work reasonable hours to maintain a work-life balance.

If you are looking to advance your career and join our expanding team, we encourage you to send your resume.

]]> Thu, 04 Jun 2015 00:00:00 PDT 0 <![CDATA[Audit Senior]]> AUDIT SENIOR

Summary:

Our client is a full service is a prestigious, growing public accounting firm in the South Bay area of Los Angeles.

They offer accounting, audit, tax, business management and consulting services.

Ranked in the top 40 CPA firms in the Los Angeles Business Journal, they offer team members an opportunity for upward mobility and personal growth in a dynamic work environment.

We offer challenging projects, a flexible, professional atmosphere, excellent on-the-job training, formal continuing professional education, cutting-edge technology, and diverse work assignments.

We are seeking professionals to work hard, take good care of our clients, and have fun.

We are currently seeking an Audit Senior

Responsibilities will include being the in-charge accountant for compilation, review, audit and other accounting and auditing engagements.

Minimum Requirements:

Minimum of 3 - 4 years of recent public accounting experience
Bachelors Degree in Accounting
Passing score on at least 2 parts of the CPA exam
Technical knowledge and research capabilities
Excellent verbal and written communication skills
Ability to professionally interact with clients
Strong organization and analytical skills

Duties will include:

Performing all aspects of accounting and auditing engagements including planning, fieldwork (some travel), reporting and wrap-up
Supervision and training of professional associates
Maintain day-to-day client relationships and deliver superior client service
Work closely with mangers and associates to meet client expectations
Keen interest in personal career growth & development

Our firm offers competitive salaries and benefits, as well as flexible work schedules to ensure a balanced quality of life.

We are dedicated to maintaining a culture that fosters a challenging work environment and professional and personal growth through camaraderie and team-building.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Thu, 21 May 2015 00:00:00 PDT 0 <![CDATA[Audit Manager]]> Audit Manager

Summary:

Our client is a full service public accounting firm that has embraced entrepreneurs, CEOs and founders for their visionary and independent spirits and they specialize in serving their accounting, tax and specialized financial needs.

Providing a vast array of advisory services including tax, accounting, and a broad array of specialized, financial advisory services, no matter how intricate a business challenge may be, their team becomes an entrepreneurâs most trusted resource.

They invest in their people and their on-going professional growth, since we know they are the cornerstone of their success.

And, they invest in technology to ensure they have the right financial tools to deliver the right client solutions.

As part of their growth strategic plans, we are looking to fill an exceptional opportunity for an Audit Manager in their growing firm.

We seek practical, yet creative, audit specialists with 5 - 8 yearsâ experience who want to make a difference to the clients they serve.

These persons will take advantage of the latest technology to better understand our clients business and industry.

They will supervise attest and other engagements and add value during engagements by making real and meaningful recommendations.

Responsibilities will include participation in audit, review, compilation and other engagements under the guidance of a partner by using state of the art technology in new ways.

Managers also assume direct working relationships with clients and assist in the development of staff accountants.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Mon, 18 May 2015 00:00:00 PDT 0 <![CDATA[Accounting Supervisor Tax]]> Tax Supervisor - Irvine, CA
Our client is looking to hire a Tax Supervisor with at least 5 years public accounting tax experience, CPA license is a must.

We are a high tech office and this person MUST be extremely proficient on the computer and able to learn new software quickly.

We are a fast-paced firm looking for a candidate who is self-sufficient and capable of meeting budget constraints and tax deadlines.

They are a full service CPA and Wealth Management firm providing a Comprehensive Financial Approach to meet the needs of our clients with accounting, tax, business consulting, QuickBooks management, Investments, and Wealth Management.

We are an innovative firm striving to meet the demands of our clients with the highest standards of service.

Requirements:

- Public accounting experience: 5+ Years (tax services)
- Review tax returns for Individuals, Corporations, Partnerships and Trusts.
- Experience and knowledge of Lacerte Tax Software and paperless tax processing
- Strong Accounting knowledge
- QuickBooks/Xero experience a plus
- Must be EXTREMELY knowledgeable and proficient on the computer
- Business professional dress code
- Excellent verbal and written communication skills
- Great client service skills
- CPA license a must
- Self-sufficient, motivated, and able to keep up in fast-paced environment, with ever changing technology and tax deadlines.

Job Description:

- Tax Return Review (concentration) and tax consulting
- Review Accounting work and answer client questions
- Prepare complicated tax returns
- Tax Research
- Financial Statements Analysis and Presentation
- Client interaction and meetings
- Working with partner and director to service clients
- Work with Staff and act as their mentor

Along with your resume, please provide your work experience, why you feel you would work well in our firm, and your salary requirements.
]]> Mon, 18 May 2015 00:00:00 PDT 0 <![CDATA[Audit Senior]]> AUDIT SENIOR

Summary:

Our client is a full service public accounting firm that has embraced entrepreneurs, CEOs and founders for their visionary and independent spirits and they specialize in serving their accounting, tax and specialized financial needs.

Providing a vast array of advisory services including tax, accounting, and a broad array of specialized, financial advisory services, no matter how intricate a business challenge may be, their team becomes an entrepreneurâs most trusted resource.

They invest in their people and their on-going professional growth, since we know they are the cornerstone of their success.

And, they invest in technology to ensure they have the right financial tools to deliver the right client solutions.

As part of their growth strategic plans, we are looking to fill an exceptional opportunity for an Audit Senior in their growing firm.

We seek practical, yet creative, audit specialists with 2-5 yearsâ experience who want to make a difference to the clients they serve.

These persons will take advantage of the latest technology to better understand our clients business and industry.

They will supervise attest and other engagements and add value during engagements by making real and meaningful recommendations.

Responsibilities will include participation in audit, review, compilation and other engagements under the guidance of a partner by using state of the art technology in new ways.

Seniors and managers also assume direct working relationships with clients and assist in the development of staff accountants.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Mon, 18 May 2015 00:00:00 PDT 0 <![CDATA[Audit Director]]> Audit Director

Summary:

Our client is a full service public accounting firm that has embraced entrepreneurs, CEOs and founders for their visionary and independent spirits and they specialize in serving their accounting, tax and specialized financial needs.

Providing a vast array of advisory services including tax, accounting, and a broad array of specialized, financial advisory services, no matter how intricate a business challenge may be, their team becomes an entrepreneurâs most trusted resource.

They invest in their people and their on-going professional growth, since we know they are the cornerstone of their success.

And, they invest in technology to ensure they have the right financial tools to deliver the right client solutions.

As part of their growth strategic plans, we are looking to fill an exceptional opportunity for an Audit Engagement Director in their growing firm to oversee significant audit engagements, manage talented staff, and assume the role of mentor on audit and accounting technical issues and overall professional development. Bring your own style of leadership to impact clientsâ success and coach the people you manage.

Job Description / Requirements

Demonstrate deep technical skills, general industry knowledge, and knowledge of the firmâs capabilities.
Excel at engagement management and operational excellence, developing standards in these areas for the firm.
Provide leadership on client engagement, effectively managing the expectations of clients.
Exhibit strong people management and team building skills.
Establish leadership authority with team on engagements.
Work effectively in executing engagement responsibilities.
Demonstrate personal productivity and maintain high levels of utilization and region profitability by supporting multiple industry and service areas.
Understand the firmâs financial model and ensure profitable delivery of engagements.
Expand technical and professional knowledge through greater exposure to new client situations, regular self-study and formal training opportunities.
Support business development opportunities as a high ranking expert and expand existing relationships through demonstrating high value and good strategic partnering capabilities.
Build lasting relationships with clients and subordinate staff.

Education/Experience

Bachelorâs degree or Masterâs degree in Accounting required; advanced degree a plus
Experience working in a large professional services or public accounting firm, including 5+ years experience driving strategic management
CPA licensure or other professional accreditation in area of expertise
Ability to travel to client sites

Skills/Knowledge

Excellent technical knowledge
Comprehensive understanding of financial statement preparation, audits, reviews, and compilations
Strong written and oral communication skills
Demonstrated track record of developing positive client relationships
Demonstrated success in professional development of individuals at all levels involved in audit engagements
Ability to multi-task and complete assignments within required time constraints and deadlines

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Sat, 16 May 2015 00:00:00 PDT 0 <![CDATA[Plant Controller]]> Plant Controller

This position is responsible for the financial leadership of all plant operations. Areas of responsibilities include: financial policies/procedures, internal control, inventory management and audit, and monthly operations reporting. Reporting and budgeting/forecasting per corporate CSBG guidelines. Develop, implement and monitor compliance with the company's financial policies and Sarbanes Oxley requirements. This position reports to the Director of Finance for the Finished Goods manufacturing.

Join the team and make a difference by pursuing everything that you do with the determination that sets us apart from our competitors.

Driving for results leads to recognition and personal growth within the company, helping us to achieve our goal to “Be the Best Beverage Business in the Americas”.

The success that comes from within each of us is recognized, and creates opportunities for your growth in the organization.

Position Responsibilities

1. Report and monitor financial results of Plant and Warehouse operations to CS Finance Team and local management. Provide supporting detail for management to use in evaluating business activities and making necessary adjustments. Identify opportunities and risks in a timely manner.
2. Coordinate the development of all standard costs for operations and individual departments.
3. Monitor and track actual performance against key performance indicators.
4. Development and completion of the annual contract for all plant departments, ongoing financial forecasts, to include but not limited to the effect of volume, head count, and operating efficiencies.
5. Key contributor as a member of the Senior Management team on site.
6. Develop and implement financial / accounting policies and procedures that help manage distribution and logistics cost management.
7. Provide technical and analytical guidance in identifying and solving problems with the functional areas of the plant.
8. Work closely with other departments and the corporate office on issues involving accounting and information systems.
9. Perform other similar or related duties as requested or assigned.

Total Rewards

We take great pride in offering our people benefits that are competitive. We appreciate hard work, innovative ideas and unending passion, which is why we provide a comprehensive set of benefits and options designed to fit the unique lifestyles of our employees from day one based on eligibility requirements.
Qualifications:
Qualifications

• BS/BA degree in Accounting/Finance.
• 5 years experience

EOE/Minorities/Female/Protected Veterans/Disabled
Employee Status:
Regular
Job Level:
Manager without Direct Reports
]]> Fri, 15 May 2015 00:00:00 PDT 0 <![CDATA[Accountant Senior Tax]]> Job Summary:

A brief summary of the work performed.

The Senior Staff Accountant - Tax should possess leadership qualities

This position is responsible for preparing and/or directing more than one tax engagement at a time. This position is also responsible for the orderly completion of these engagements and keeping the manager, Director and Partner informed of progress and unusual developments. Senior Staff Accountants - Tax assist clients by providing a full spectrum of individual, partnership, corporation and other tax services including client assistance, planning, research and compliance. Technical skills are necessary to assist in all tasks associated with tax engagements, including the mentorship and training of Tax Staff. International tax experience is a plus.

Responsibilities include:

Review and deliver tax projections to clients.
Handle complex compliance tax research assignments and preparation of tax memorandums.
Meet with the IRS and FRB agents to interface on examinations
Manage review and mentor work of Tax Staff Accountants and Semi-Senior Staff Accountants.
Answer tax questions of staff from all departments.
Prepare written review of Tax Staff Accountants and Semi-Senior Staff Accountants.
Other duties as assigned.

Experience and Skills
Qualifications:

Bachelors degree in Accounting
4-5+ year of experience working in a public accounting firm.
Proficient in corporate, individual and partnership taxation, international tax a plus.
Excellent verbal and written communication skills.
Presentation skills and strong organizational techniques are required.
Capable of managing multiple client engagements in addition to completing tasks related to business development.
CPA license; Masterâs degree in Taxation is a plus.
A service mentality and excellent customer service skills.
Ability to work independently on assignments and address issues or questions with engagement manager or partner
Strong time management, organizational abilities, attention to detail, communication, and interpersonal skills are required
Knowledge and demonstrate proficiency with Microsoft Excel, Microsoft Office applications, PFX Tax and CCH Engagement.

]]> Fri, 15 May 2015 00:00:00 PDT 0 <![CDATA[Tax Manager - Senior Tax Manager]]> Tax Manager - Senior Tax Manager

Summary:

Our client is a full service and prestigious, growing public accounting firm in the South Bay area of Los Angeles.

They offer accounting, audit, tax, business management and consulting services.

Ranked in the top 40 CPA firms in the Los Angeles Business Journal, they offer team members an opportunity for upward mobility and personal growth in a dynamic work environment.

We offer challenging projects, a flexible, professional atmosphere, excellent on-the-job training, formal continuing professional education, cutting-edge technology, and diverse work assignments.

We are seeking professionals to work hard, take good care of our clients, and have fun.

We are currently seeking a Tax Manager

Summary:

Responsibilities will include a full array of tax services in the areas of individual, partnership, corporate, and consulting to high net worth entrepreneurs, businesses and family groups.

Industries include investment companies, professional service companies, hi-tech, manufacturing, distribution and not-for-profit organizations.

Minimum Requirements:

Minimum of 5 years of recent public accounting experience
Bachelors in Accounting or Masters Degree in Accounting or Tax
CPA or other comparable professional designation in Taxation
Strong technical knowledge and research capabilities
Excellent verbal and written communication skills
Strong project management, organization, and analytical skills
Team management skills including ability to lead by action, direct and coach
Ability to build & cultivate strong personal relationships with peers in firm and the business community
Excellent business skills and appropriate industry knowledge

Duties will include:

Manage day-to-day client relationships and deliver superior client service
Provide creative and innovative client solutions
Work closely with partners and staff to meet client expectations
Develop new client contacts and relationships beneficial to the firm
Role model and mentor to new and existing staff
Keen interest in personal career growth & development
Assist in firm administrative functions as assigned by the partners

3+ years of recent public accounting experience
Bachelors in Accounting or Masterâs Degree in Tax
CPA, CPA candidate, or other comparable professional designation in Taxation
Excellent verbal and written communication skills
Strong technical knowledge and research capabilities
Strong project management, organization, and analytical skills
Keen interest in personal career growth & development
Ability to build & cultivate strong personal relationships with peers in firm and the
business community

Duties will include:

Prepare and review business, individual and fiduciary tax returns
Provide creative and innovative client solutions
Work closely with partners, managers and staff to meet client expectations
Manage day-to-day client relationships and deliver superior client service
Develop new client contacts and relationships beneficial to the firm
Role model and mentor to new and existing staff
Assist in firm administrative functions as assigned by the partners

We provide the following outstanding benefits:

Competitive salary
Outstanding benefits package
Generous paid time off, flexible schedules
Excellent on-the-job training; diverse work assignments
Cutting-edge technology

Performs diversified accounting, auditing, and tax assignments under the direction of supervisor, manager or partner.
Demonstrates competency in technical skills, work quality, and application of professional and Firm standards.
Meets time constraints and client deadlines.
Participates in planning and scheduling client engagements.
Directs and instructs assistants, where applicable, in work to be performed and working paper review.
Determines the extent of test-checking required in an audit and selects the transactions to be tested.
Prepares and indexes working papers; performs various procedures to verify accuracy and validity of clientâs financial matters.
Prepares complicated tax returns, and returns on dissolution or liquidation.
Suggests client tax planning ideas to supervisor, manager, or Partner.
Prepares routine correspondence to client for approval and signature of a Partner; writes comments for management letters.
Drafts reports including footnotes.
Proactively takes ownership of projects, seeing them through to ultimate completion & delivery to client.
Performs the broadest range of accountant tasks so that direct participation of supervisors, managers, or Partners is kept to a minimum.

Nonessential Functions:

Prepares other reports, projects and duties as may be assigned.
Performs such other duties as may be assigned.
Punctually enters time and expenses daily to support efficient billing processes.
Begins to develop referral sources, which may include involvement in community, business
and professional organizations.
Increasingly builds knowledge base of the Firmâs industry lines and service offerings

Knowledge, Skills and Abilities:

Proficiency in use of computers and computer accounting and tax software programs.
Well-rounded knowledge of accounting principles and personal income taxes.
Ability to organize work and projects, prioritize and meet deadlines, and to complete work in an efficient and accurate manner.
Ability to reason and effectively multi-task.

Supervisory Responsibilities:

Supervises staff accountants and assistants with assignments, instructs them in work to be performed, reviews work done and directs necessary revisions.
Proactively shares knowledge and takes ownership of developing people.

Working Conditions:

Frequent same day travel for work at clientsâ offices, meetings, and seminars using a personal vehicle.
Occasional out-of-town travel with overnight stay for work at clients, meetings, or seminars using a personal vehicle.
Occasional overtime work required throughout the year. Heavy overtime work required from January 1 to April 15, may be in excess of 55 hours per week.
Minimal Hazards. General office working conditions.

Minimum Qualifications:

At least three (3) yearsâ experience in public accounting, demonstrating a progression in complexity of tax knowledge, auditing, and accounting tasks.
Bachelorâs degree in accounting, or Masterâs degree in accounting.
Minimum of forty (40) hours of continuing professional education is required each year.
Either hold a current and valid CPAâs license, or be working toward obtaining the license by taking and passing the applicable state CPA exam.
If licensed, should be a member in good standing with the AICPA.

Success Factors:

Ability to communicate clearly and concisely in English.
Explore various industries area working towards developing an area of specialization or niche practice
Proactively seeks knowledge, new task and increased responsibilities.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Thu, 07 May 2015 00:00:00 PDT 0 <![CDATA[Accounting Manager Senior Tax]]> Senior Tax Manager

Our client is a global accounting firm providing a full range of business services and solutions. They ranked as one of the top ten accounting services providers in the United States.

We are looking to place a Senior Tax Manager / Director for their growing Tax practice in Boston, MA.

Summary

The Core Tax Services Senior Manager /Senior Director is responsible for applying industry specific knowledge to advise clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, Core Tax Services Senior Manager /Senior Director is charged with applying knowledge to understand potential tax issues, and recognizing, communicating potential risks and potential changes in the tax policy and making top-level decisions regarding filing, preparation and resolution of questions from federal / state agencies. In addition, the Core Tax Services Senior Manager /Senior Director will be a critical member of the office / region leadership team and thus will be involved in the direct supervision as either a final or secondary reviewer under the partner.

Tax Compliance

Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the Tax Quality Manual (“TQM”).

Manages engagements to achieve engagement management metrics
Practices hands-on client service delivery
Responsible for overall client service by encouraging teamâs adherence to TQM policies (including engagement letters, documentation, etc)

Research

Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports

the analysis.

Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process
Technical reviewers of WTAs in an area of expertise, as applicable to role

Tax Consulting

Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clientsâ current and future taxes.

Applies expert knowledge of the process of combining tax knowledge and knowledge of business/industry to recommend solutions and maximize results in the Firm
Applies general knowledge of multiple tax specialties (i.e. International, SALT, Estate Planning) for issue identification and resolution

Tax Specialization

Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.

Has expert knowledge of application of standards
Recognized as industry expert in specialized field of taxation
Use expertise to advise clients on tax implications and recommend alternative courses of action and identify different methods of compliance

Strategy Development

Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits.

Depending on specific role, may be required to present complex strategies to clients and prospective clients

Other duties as required

Supervisory Responsibilities:

Ability to supervise associates, senior associates and managers, as the situation dictates
Reviews work prepared by associates and senior associates and provide review comments
Acts as a Career Advisor to associates, senior associates and managers
Schedules and manages workload of associates, senior associates and managers
Provides verbal and written performance feedback to associates, senior associates and managers

Essential Duties/Functions

Qualifications / Education:

Bachelors degree in Accounting or other relevant field required
Masters degree in Accounting beneficial, masters degree in taxation preferred

Experience:

Eight (8) or more years of prior experience
Industry expertise in one or more tax specialty
Prior supervisory experience required

License/Certifications:

CPA certification preferred
Possession of other professional degrees or certifications applicable to role beneficial

Software:

Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat
Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process software including GoFileRoom, GoSystemRS, Caseware, BNA Depreciation Software, or comparable programs and standard tax workpapers

Other Knowledge, Skills & Abilities:

Superior verbal and written communication skills
Ability to effectively delegate work as needed
Strong analytical, research and critical thinking skills as well as decision-making skills
Capacity to work well in a team environment
Capable of developing and managing a team of tax professionals
Ability to compose written tax advice
Capable of effectively developing and maintaining client relationships
Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Wed, 06 May 2015 00:00:00 PDT 0 <![CDATA[Tax Manager - Senior Tax Manager]]> Tax Manager - Senior Tax Manager

We are seeking a full time tax manager to join a growing CPA firm located in Encino, California, that provides a wide variety of tax, accounting, and planning services and is dedicated to individualized, personal service.

Due to continued growth, we are currently seeking a motivated, detail-oriented self-starter to serve as an integral member of our accounting team primarily performing tax preparation and/or review and accounting, preparing financial reports and analyzing financial information for various client accounts.

As a Senior Tax Manager, you will be an integral member of our skilled professional accounting staff working on various client accounts. Your knowledge and background in Public Accounting will be essential to the supervision of a small team, management of client engagements, tax review, preparation and accounting. Your other duties will include research, analysis of financial information and preparation of financial reports. As a successful candidate for Tax Manager, you should have mastered all the skills and requirements demanded by the role. You must also possess the prerequisite skills needed to grow into a future principal.
Requirements are:

Bachelorâs Degree in Finance / Accounting
Current CPA License
At least 6 years of experience in a relevant position with a CPA firm
Knowledge of tax compliance with HNW individuals, corporations, partnerships, fiduciaries and non-profits
Some experience with review and supervisory duties
Strong GAAP knowledge
Familiar with recent Federal and CA tax law and tax return preparation
Familiar with Lacerte

Familiar with QuickBooks

Other desired attributes:

Ability to work closely with a team, assisting other team members when needed
Warm and positive disposition, with an emphasis on integrity
Should be heavy in Review, Planning, Research and Tax
Detail oriented
Excellent oral and written communication (articulate)
Experience meeting with clients and overseeing client engagements or a strong desire to do so
Experience with foreign taxation a plus
MST or MBT preferred, but will consider others

Other Information:

Equal opportunity employer

If you are a supportive, versatile professional that is passionate about working closely within a team and are looking to grow your career with a leading firm

To apply, send resume in word format with current salary for review and immediate interview.
]]> Tue, 05 May 2015 00:00:00 PDT 0 <![CDATA[Accounting Manager Senior Tax]]> Senior Tax Manager

Our client is a national accounting firm providing a full range of business services and solutions. They ranked as one of the top ten accounting services providers in the United States.

We are looking to place a Senior Tax Manager for a growing Tax practice in their Irvine, CA office.

In this leadership role, you will have the opportunity to utilize your technical tax, analytical, operational, management, and client service skills by:

Serve as clientâs trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget
Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
Understand the clientâs organization, procedures and internal policies
Reviewing complex tax returns including international, federal and multi-state returns for C Corporations, S corporations, partnerships, high net worth individuals, trusts & estates, and foundations
Understanding your clientsâ goals and needs and servicing clients directly
Owning client relationships and work
Strategizing with Managing Directors regarding tax planning
Provide clientsâ with recommendations and guidance on how to achieve their goals and assist in identifying opportunities for growth with clients
Researching tax issues and providing guidance to clients
Working closely with staff, and assisting senior management in mentoring, coaching, training, supervising, and evaluating staff
Foster a team environment; demonstrates support of management and decisions and build a positive culture
Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves

Successful candidates will have an entrepreneurial spirit, strong technical and management skills, in addition to:

Bachelorâs degree required; Masterâs degree preferred in Accounting, Taxation or related field
8 years technical tax experience in public accounting, or related field
5 years supervisory experience
Must have active CPA or equivalent certification
Ability to manage all aspects of client engagements
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Demonstrated leadership and supervisory ability, strong operational and project management skills
Must be able to travel based on client and business needs
Proficient use of applicable technology

Come grow your career with us!

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Mon, 04 May 2015 00:00:00 PDT 0 <![CDATA[Accountant Senior Forensic]]> Senior Forensic Accountant

SUMMARY

Our client is a full service public accounting firm that is consistently ranked as a top 100 firm nationally.

As part of their growth strategic plans, we are looking to fill an exceptional opportunity for an accountant with 3 to 5 years of general accounting, tax and audit experience who wants to break into the challenging field of forensic and management accounting.

They are a highly diverse practice which provides professional services in the areas of tax, commercial business services, insolvency, litigation, and forensic accounting.

Our ideal candidate is an individual who aspires to gain broad-based knowledge and experience in this multifaceted division of the company.

JOB DESCRIPTION

Our client merges the collegial atmosphere of a smaller firm with the resources, expertise, goals and corporate presence of a leading Southern California accounting firm. Their clients receive unparalleled service from a dedicated team of professionals who continually engage in rigorous training on the ever-changing developments in accounting regulations.

JOB REQUIREMENTS

Support the department's Directors and Managers in the areas of forensic and management accounting.
Work will involve a broad range of accounting, tax and financial skills, along with exposure to a variety of companies, from small enterprises to large, corporate entities operating in a number of industries.

Essential Functions:

This position requires generalized knowledge and experience in accounting, tax and audit, with an eye toward acquiring mastery in a variety of skill sets, including general and forensic accounting, tax and audit, and insolvency and litigation.
Experience in all these areas is not essential for acceptance to the position; however, applicant must be willing to learn and gain proficiency in all practice areas to have a successful career in this division.

Work assignments may include the following:

General accounting to assist clients in managerial oversight
Forecasts, budgets and implementing improved accounting and financial systems
Tax planning, forecasting, development of tax strategies and tax preparation
Litigation support work involving a broad range of accounting activities, including forensic accounting investigations for recovery of assets, misappropriation of funds, fraud, and preparation of analytical data and reports to substantiate legal positions and litigation claims
Bankruptcy, receivership and other insolvency work in connection with Chapter 7 and Chapter 11 cases, liquidations, reorganizations, preference and fraudulent conveyance actions, and other insolvency work.

Required Knowledge, Skills and Abilities:

Ability to structure and perform a variety of financial projects, meet client expectations, and foster ongoing client relationships.
Background in finance, accounting, or economics.
Mathematical and analytical skills.
Proficient business writing, verbal communication, and people skills.
Excel, QuickBooks and Microsoft Word proficiency.

Minimum Qualifications:

BA in finance or accounting
MBA, CPA preferred.
3+ years of experience in tax and general accounting.
3+ years of experience auditing financial statements.
Minimum GPA of 3.2.
Graduate work will count toward experience

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Thu, 30 Apr 2015 00:00:00 PDT 0 <![CDATA[Accountant Senior - Tax and Audit Professional]]> Senior Accountant CPA - Tax / Audit

Summary

Our client is a full service public accounting firm.

As part of their growth strategic plans, we are looking to place a senior accountant.

Every one of our professionals possesses significant audit, tax, and consulting experience.

The firm, and many of its professional staff are members of the American Institute of Certified Public Accountants and California State Society of Certified Public Accountants.

In our Audit Department, our focus is on providing audit, tax, and consulting services to not-for-profit entities organized under Section 501(c) of the Internal Revenue Code.

Since our inception in 1990, our efforts have been solely concentrated on exempt organizations, including performing arts organizations, animal welfare groups, land management trusts, museums, HUD/Cal HFA housing groups, and others.

Our Tax Department prides itself on timely and responsive service for individuals, trusts, partnerships, corporations, estates, and nonprofit organizations.

We are looking for a Tax and Audit Professional to join our small team.

Working environment is 100% flexible, with opportunities to work from home. The firm provides a very competitive salary, semi-annual bonuses, three weeks combined vacation and sick leave, expense reimbursements, and a comfortable and super-friendly work environment.

Requirements:

A Bachelor's degree
Current CPA License
A minimum of 5 years of audit experience
Experience in nonprofit auditing
Familiarity with financial statement preparation, including footnote disclosures and knowledge of the FASB Accounting Standards Codification
At least 2 years of experience with tax preparation, principally with individual taxes
Familiarity with Lacerte tax preparation software
Knowledge of corporate and nonprofit taxation is not necessary, but would be a major advantage.

Required experience:

Accounting: 5 years minimum.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Wed, 22 Apr 2015 00:00:00 PDT 0 <![CDATA[Accounting Manager]]> Accounting Manager

Summary:

Our client is a global a publicly traded medical device company that is in rapid growth mode.

As part of their strategic growth plans, we are looking to place an Accounting Manager who will bring public accounting and publicly-traded company experience.

Job Scope:

The Manager, Accounting will be responsible for month end close, general ledger activities, world-wide consolidation, European finance team support, SEC reporting, SOX project management, and cost/manufacturing accounting.

Responsibilities:

Manage all activities related to the monthly close process
Accurate & timely preparation and review of journal entries
Assist in SEC compliance efforts with the preparation, review, submission and distribution of financial reports, such as 10-Q, 10-K, 8-K
Own the execution of SOX controls for Finance
Preparation of audit and tax return support schedules
Responsible for intercompany transfer pricing and interface/management of outside tax experts
Prepare technical accounting memos utilizing research and analysis of technical guidance
Support budgeting function
Review of balance sheet account reconciliations
Lead role in world-wide consolidation
Lead various finance & accounting system implementations and build-out projects, as necessary
Provide corporate accounting support to company EU Finance team(will likely require 1-2 trips to Europe per year)
Special projects, as assigned.

Qualifications:

Strong knowledge of GAAP, SOX 404, and SEC reporting requirements
Highly motivated with the ability to work on a team as well as independently and drive results
Proficiency with Microsoft PowerPoint & Excel\
Proficiency in ERP accounting software (QAD â bonus)
Extreme attention to detail, high levels of professionalism and excellent communication skills
Strong general ledger skills; involvement with process improvement
Works on problems of diverse scope in which analysis of data requires evaluations of identifiable factors;
Exercises judgment within broadly defined practices and policies in selecting methods and techniques for obtaining solutions
Highly analytical and able to efficiently problem-solve in dynamic work environment
Normally receives no instructions on routine work, general instructions on new assignments

Education and Experience:

Bachelorâs degree in Accounting
Big 4 Accounting Firm experience
Active CPA
6-10+ years of experience in a dynamic work environment
Experience working within a publicly-traded company

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Fri, 17 Apr 2015 00:00:00 PDT 0 <![CDATA[Accountant Senior]]> Senior Accountant

Summary:

Individual will be responsible for various month end close tasks, general ledger and global financial consolidation activities, SOX 404 compliance, and support of the audit process.

Individual will be a key contributor to various SEC external reporting requirements, and will assist in technical accounting research/position documentation. Individual will also have a dual role in finance and assist the finance team in consistent metric and budget vs. actual reporting framework that will be the basis for critical business decisions and budgeting.

Essential Duties and Responsibilities:

Participation in all activities related to the monthly close process including accurate & timely preparation of journal entries and the timely research/resolution of P&L issues and questions
Preparation of various GL maintenance activities
Preparation of supporting schedules for the 10-Q, 10-K and internal company reporting deliverables
Aid in the compliance with SOX 404 requirements & procedures
Preparation of audit support schedules
Preparation of balance sheet account analyses & reconciliations (i.e. various accruals, intercompany, equity, other asset & liabilities, etc.) and compilation/ownership of maintaining relevant supporting documents
Ownership of certain accrual accounts which require high interaction and collaboration with various ELGX departments
Assist with tax return PBC preparation
Assist with various finance & accounting system implementations and build-out projects, as necessary;
Assist in FAS 123(r) calculations, utilizing Equity Edge Online
Special projects, as assigned
Compile or prepares reports, graphs and charts of data developed. Prepare forecasts and analyzes trends in manufacturing, sales, finance, general business conditions and other areas
Evaluate performance against established metrics to determine acceptable levels of quality or efficiency for various business functions and units
Conduct ad hoc and pro forma what if analysis based on various operational decisions
Prepare special cost and operational reports, coordinate and prepare annual operating and capital budgets, Business Plan, and related cost and financial projections
Perform monthly variance and outlook analyses, report, resolve, and reconcile discrepancies. Construct P/L for diverse verticals

Requirements

Education, Training, Skills and Experience Requirements:

Bachelorâs degree in Accounting, Finance dual or minor a plus
3-4 years progressive growth in dynamic work environments â (minimum 2 yrs public accounting experience)
CPA heavily preferred
Strong knowledge of GAAP, SOX 404, and SEC reporting requirements
Highly motivated with the ability to work on a team as well as independently and drive results
Proficiency with Microsoft PowerPoint & Excel
Proficiency in ERP accounting software is preferred (QAD â bonus)
Extreme attention to detail, high levels of professionalism and excellent communication skills
Strong general ledger skills; involvement with process improvement
Works on problems of diverse scope in which analysis of data requires evaluations of identifiable factors;
Exercises judgment within broadly defined practices and policies in selecting methods and techniques for obtaining solutions
Highly analytical and able to efficiently problem-solve in dynamic work environment
Normally receives no instructions on routine work, general instructions on new assignments

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Tue, 14 Apr 2015 00:00:00 PDT 0 <![CDATA[Audit Manager Internal]]> Internal Audit Manager

Summary:

Our client is a global a publicly traded medical device company that is in rapid growth mode.

As part of their strategic growth plans, we are looking to place an Internal Audit Manager who will bring public accounting experience, CIA, & CPA.

The Internal Audit Manager will be responsible for global SOX management and compliance.

This position will serve as the liaison with outsourced internal auditors and external auditors.

This position will lead the internal compliance process including leading monthly, quarterly and annual management meetings with process owners, executives and audit committee members.

Responsibilities:

Subject matter expert in SOX 404 and COSO 2013
Performs audit procedures to verify operating effectiveness through testing and interview techniques
Develop formal process to communicate audit findings to senior management and audit committee members
Ensures that audit issues are well defined and root causes are identified
Lead the organization in the effective discharge of control responsibilities
Analyze the effectiveness of policies and procedures
Document controls through narratives and flow charts
Key point of contact for external auditors
Identifies control gaps and opportunities for improvement
Lead remediation efforts to clear any audit findings
Provide SOX 404 direction and support to EU office, based in Netherlands (will likely require 1-2 trips to Amsterdam per year)

Qualifications:

6-10+ years of experience in a dynamic work environment
Big 4 Accounting Firm experience highly preferred
Experience working within a publicly-traded company
Strong knowledge of SOX 404, COSO 2013, GAAP, and SEC reporting requirements
Highly motivated with the ability to work on a team as well as independently and drive results
Proficiency with Microsoft PowerPoint & Excel
Proficiency in ERP accounting software
Extreme attention to detail, high levels of professionalism and excellent communication skills
Exercises judgment within broadly defined practices and policies in selecting methods and techniques for obtaining solutions
Highly analytical and able to efficiently problem-solve in dynamic work environment

Education and Experience

Bachelorâs degree in Accounting
CPA/CIA highly preferred
CISA is a plus

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Tue, 14 Apr 2015 00:00:00 PDT 0 <![CDATA[Accountant Senior]]> Senior Accountant â Real Estate / REIT

Summary

Our client is a privately-held real estate investment and management firm that is in rapid growth mode.

As part of their strategic plans, we are looking to place a senior accountant.

This position is a newly created opening due to their expansion and there are considerably career growth opportunities in this exciting company.

Job Responsibilities

Prepare monthly and quarterly financial reports for properties.
Ensure accuracy of general ledger information.
Verify that tenant lease information is input into accounting software correctly.
Prepare annual CAM reconciliations.
Meet accounting department deadlines.
Assist with budget preparation.
Prepare billing adjustments for tenantâs accounts.
Interact with property management.
Oversee day-to-day accounting operations of commercial property buildings.

Requirements

Bachelorâs degree in accounting.
Strong Excel skills.
Property management background or experience preparing compilations preferred. MRI experience preferred.
Excellent communication skills.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Wed, 01 Apr 2015 00:00:00 PDT 0 <![CDATA[Regional Controller]]> Regional Controller

Summary

Our client is a national construction equipment rental company that is in rapid growth mode.

As part of their strategic plans, we are looking to place a Regional Controller. This position is a newly created opening due to their expansion and there are considerably career growth opportunities in this exciting company.

General Requirements:

1.Bachelor of Arts degree with a Finance or Accounting concentration.

2.5+ yearsâ experience in Accounting and Contracts Administration, preferably for a Construction Company.

3.Strong written and verbal communication skills

4.Microsoft experience (Excel, Word) and experience in working with software packages. I-Series experience a plus (The Company uses CMS).

5.Supervisory experience

Specific Requirements

1.Experience as both a prime and subcontractor

2.Experience with unions

3.Experience working with State Agencies on Highway work (not private work exclusively).

4.Experience leading and implementing process improvement.

5.Strong understanding of Contracts Administration, Multi State/Union Payroll, Accounts Payable, Billing, Certified Payroll, Unions, Extra Work Bills Claims, Month End Close, Income Statements, Forecasting/Budgeting

Position Responsibilities:

1.This position will have responsibility for three Contracts divisions of the Company and will be the right hand person to the Division Managers.

2.Manage and oversee an administrative team of six spread across multiple locations.

3.Work with Corporate Accounting team to close books monthly including review of WIP, over/under billings, etc. for all open contracts as well as unallocated costs and overhead expenses for each division.

4.Coordinate monthly closing meeting with Project Managers, Estimators, Division Manager and Corporate Accounting to review financial results prior to finalization.

5.Submit monthly reporting to Corporate including Bid Captures, Financial Forecasts, Backlog, large project analyses, etc. on a timely basis.

6.Work with Financial Planning & Analysis on annual budgets.

7.Review monthly AR and Under billings with Credit Department.

8.Oversee and assist with setup

9.Support divisional team (Division Manager, Project Managers, Estimators, Superintendents, Dispatch, and Field Personnel) with bids, ordering bonds and insurance certificates, subcontractor prequalificationâs/agreements, and other various contract related matters.

10.With the assistance of the Contract Administrator, manage contracts and bids, prepare billings to customers; work with Credit & Collections team on non-payments.

11.Through a Payroll Coordinator, ensure weekly payroll completed timely and accurately (time and equipment). Process Certified Payroll.

12.Through an Accounts Payable clerk, ensure accounts payable approved and input timely.

Other

1.Position located in San Leandro, CA office and reports to the Director of National Contracts

2.Immediate opening

3.No relocation will be provided.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.

]]> Tue, 17 Mar 2015 00:00:00 PDT 0 <![CDATA[Tax Senior Accountant]]> Tax Senior Accountant

POSITION SUMMARY

As a Tax Senior Accountant, you will plan and supervise a wide variety of engagements and work to develop quality relationships with the firmâs clients. You will have the opportunity to progress and assume responsibility for effectively supervising engagements from initial planning through to the delivery to the client. You will also build your skills in supervising, coaching, training and mentoring Staff Accountants in a collaborative working environment.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Plan, supervise and complete routine tax and accounting engagements
Gain experience in building and managing client relationships
Develop analytical and problem-solving skills to assist clients in resolving issues
Prepare corporate, individual, partnership, fiduciary and other tax returns with minimum supervision
Review tax returns, workpapers and other documents prepared by others
Compile and review financial statements for partner review
As you gain experience, you will progress to assume responsibility for efficiently supervising all forms of financial statement engagements
Manage your time and projects and use effective prioritization and communication to manage staff workloads and complete multiple assignments in a timely manner
Effectively supervise, coach, train and mentor Staff Accountants

KNOWLEDGE, SKILLS & ABILITIES

As a Tax Senior Accountant, having the following knowledge, skills and abilities will give you the best chance to succeed in this position:

Technical knowledge sufficient to supervise staff accounts on financial statement audit, review and compilation engagements, as well as in the preparation of complex income tax returns.
Experience in preparing a wide variety of tax returns, and experience reviewing the work of others
Familiarity with pertinent Internal Revenue Code sections and regulations, research, techniques, and the various research sources available.
Thorough understanding of generally accepted auditing standards and common audit procedures and techniques
Strong knowledge of GAAP, OCBOA unique or specialized accounting principles, and financial statement presentation and disclosure
Demonstrated proficiency in the use of firm standard software, such as Lacerte, ProSystems FX, Excel,
Excellent interpersonal and communication skills
Ability to exercise sound judgment and maintain confidentiality in handling sensitive information
Demonstrated ability to work both independently and with a team
Ability to manage multiple projects, assignments and deadlines, and to delegate effectively
Experience in supervising, mentoring, coaching and training others

MINIMUM REQUIREMENTS

To be considered as a Tax Senior Accountant candidate you must meet the following minimum requirements:

Bachelorâs Degree with a major or concentration in accounting, tax, or related field
Minimum of two years of progressively responsible experience with a public accounting firm
Hold a current and valid CPA license, or have completed the educational requirements to sit for the CPA exams and be actively working toward obtaining the license
Applicant will be required to submit to a criminal background check upon receipt of a conditional offer

]]> Mon, 09 Mar 2015 00:00:00 PDT 0 <![CDATA[Accountant - Full Charge Bookkeeper - Business Manager]]> Full Charge Bookkeeper â BUSINESS MANAGEMENT

Summary:

Performs day-to-day full-charge bookkeeping functions for clients.

Essential Functions:

Inputs information provided by client in the form of invoices, bills, checks or other registers. Performs check runs utilizing several different software packages, including Datafaction and Imaging and QuickBooks.
Prepares journal entries.
Performs bank reconciliations and traces discrepancies.
Receives and inputs clientsâ accounts payable invoices and generates payments.
Prepares appropriate schedules and reports as requested by clients and partners.
Handles clientsâ payrolls.
Spends time at clientsâ offices for special projects, client personnel training, setting up of accounting systems, and performing tasks at clientâs office which are outlined in 1 thorough 6 above. This will require traveling to clients throughout southern California area.
Month-end and Quarter-end duties include compilation of financials, sales tax and payroll tax returns.
Reviews 1099's and W-2's prepared for clients.
Generates 1099's and W-2's for clients.

Nonessential Functions:

Performs other duties as assigned from time to time by accountants or partners.

Knowledge, Skills, and Abilities:

Solid background in QuickBooks.
Datafaction and Imaging.
Ability to perform several tasks concurrently with ease and professionalism.
Ability to operate ten-key calculator, computer, and other general office equipment.
Knowledge of computerized accounting, but must be able to do a manual set of books.
Knowledge of regulatory requirements of processing payroll accounting transactions and payroll returns.
Preferred Bookkeeper Certification

Supervisory Responsibilities:

N/A

Working Conditions:

Some Overtime during December, January and February.
Occasional same day travel for work at clientsâ offices, meetings, and seminars using a personal vehicle

Minimum Qualifications:

Minimum of four years responsible accounting or bookkeeping experience including accounts payable, accounts receivable, payroll, general ledger and financial reports.
Prior experience in Business Management preferred.
May be required to be a Notary Public.

Success Factors:

Ability to perform several tasks concurrently with ease and professionalism.
Ability to communicate clearly and concisely, verbally and in writing, in English.
Must be able to keep client matters strictly confidential.
Must have excellent interpersonal skills and customer service skills.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.

]]> Tue, 03 Mar 2015 00:00:00 PST 0 <![CDATA[Bookkeeper - Business Manager]]> Business Manager - BOOKKEEPER

Summary: Processing and recording financial activity

Duties and Responsibilities include, but are not limited to, the following:

Processing daily accounts payable and deposits
Record all account activity including payroll for multiple clients
Run daily cash balances
Assisting Client Service Team Manager on projects as needed

Education / Experience:

Strong communication and organizational skills along with 1-2 years of experience required. Proficient in MS Office and Datafaction Imaging preferred.

Salary: DOE
]]> Tue, 24 Feb 2015 00:00:00 PST 0 <![CDATA[Senior Accountant - Business Management Account Manager]]> Senior Accountant - Business Management Account Manager

In this dept. your day to day responsibilities may include but not limited to:

Handling multiple sets of books for various clients
Bank and credit card account reconciliations
Accounts payable, bill pay and data entry
Communicating with clients, vendors, banking contacts and various other professionals
Assisting in any loan (i.e. mortgage, LOC) needs and reviewing existing debt
Reviewing insurance for adequate/proper coverage
Tracking, recording and processing of income and contract analysis
Prepare financial statements and tax packages

]]> Tue, 24 Feb 2015 00:00:00 PST 0 <![CDATA[Senior Tax Accountant ]]> Senior Tax Accountant

Our client has immediate openings for a Tax Senior Associate.

For over two decades, they have delivered accounting expertise and real business results for clients in the U.S. and abroad.

As the biggest and one of the fastest growing CPA firms based in Southern California, we take pride in our client-centric approach, enabling us to consistently be recognized as one of the Top CPA firms in the U.S. by the Public Accounting Report

Serving large local, national and international clients around the globe and provides businesses and individuals solutions in the areas of tax, audit, and business management.

Responsibilities

Reviews federal and multi-state income tax returns for individuals, partnerships, corporations, and trusts; also reviews related income tax workpapers.
Supervises teams of staff accountants.
Plans, organizes and implements income tax returns.
Coaches/mentors individual team members.
Ensures quality of work product.
Communicates progress with partners and managers.
Provides formal and informal feedback.
Develops and maintains strong relationships with client personnel.
Participates in staff and senior training.

JOB REQUIREMENTS

Undergraduate or masterâs degree.
CPA certificate or demonstrated progress towards obtaining certificate.
A minimum of 2-3 years of relevant experience.
Interest to learn U.S. international tax rules; prior international experience a plus but not required.
Ability to identify and propose resolutions to complex income tax issues.
Proficiency in preparation and review of work papers and the resultant income tax returns and projections (corporate, individual, partnership, trust, etc.).
Understanding of income tax law, as it relates to corporations, individuals, partnerships and trusts.
Excellent research skills
Ability to utilize firm technology to enhance client service.
Excellent written and verbal communication skills.
Proficiency in Microsoft Office as well as QuickBooks, or other accounting software, and at least one income tax preparation program.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Mon, 09 Feb 2015 00:00:00 PST 0 <![CDATA[Accountant - Account Manager - Business Manager]]> Business Management - Full Charge Account Manager

Job Summary

The Account Manager performs a variety of confidential and complex accounting and administrative duties. The Account Manager acts as the defacto "Controller" for all clients on their desk handling and overseeing daily and routine tasks as well as responding to client's special needs and requests.

Account Managers ensure the efficient operation of the clients that are assigned to them and the direct supervision of an assistant(s). The Account Manager will interact directly with Management Team and Partners in meeting the needs of the daily business requirements.

The Account Manager will interact with peers in both Business Management and Tax Department offering support and backup when required or as workload dictates on a seasonal basis.

Essential Functions

Provides professional and prompt attention to clients - Client Service is a Core Value.
Performs all financial reporting functions including monthly cash flows, contract analysis and supervision of all functions relative to cash receipts and disbursements.
Assists in the preparation of meeting packages and attends client meetings regarding financial projections, financial investments, contracts, insurance analysis and other matters as directed by the Management Team.
Coordinate deadlines and interact with the Tax Department relative to due dates as they relate to the clients on their desk.
Attends meetings as set and directed by Management.
Conducts weekly meetings with their assistant(s) in order to manage the pending project list and prioritize the workload on their respective desks.

Job Qualifications and Requirements

Must have Finance, Business or Associates Degree and/or comparable experience.
Must have professional business management and/or accounting firm experience and the ability to work with high profile/high net worth individuals/clients and top level management and executives.
Must have excellent computer (Microsoft Office) and typing skills in a setting with many interruptions.
Must have a strong knowledge of computerized accounting software.
Must be able to take notes, read handwritten drafts and handle verbal instructions with little supervision.
Must have a sound knowledge and ability in business correspondence and an ability to proofread for grammar, spelling and punctuation with a high degree of accuracy.
Must be able to handle multiple interruptions and adjustments to priorities through the day and the week.
Must be able to communicate effectively with diverse individuals.
Must have the ability to handle calmly and efficiently situations ranging from routine to emergency.
Excellent memory and organizational ability, in order to set priorities, organize workload, handle multiple responsibilities, and meet deadlines.

Other

The statements contained in this job description reflect general details as necessary to describe the principal function of this job, the level of knowledge and skill typically required, and the scope of responsibility.

It should not be considered an all-inclusive listing of work requirements.

Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equlaize busy season periods, or otherwise to balance the workload.

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Fri, 06 Feb 2015 00:00:00 PST 0 <![CDATA[Audit Manager]]> Audit Manager

Position Summary

Our client is a full service accounting, auditing and financial services firm located in Orange, CA seeking a highly motivated and experienced audit professional to be part of our growing team.

We serve entrepreneurs and their closely held entities in healthcare, professional services, trucking, distribution, manufacturing and wholesale industries.

We act with integrity and work proactively with our clients to provide value-added financial, tax and consulting services.

Position Summary

Reporting to the Audit Partner and having significant interaction with the firmâs other audit manager, partners and other department management, the ideal candidate will have strong technical skills and will be committed to become a Most Trusted Advisor to the firmsâ clients.

The candidate will actively contribute to the departmentâs process improvement initiatives; provide and accept training for audit department team members; and to support the firmâs growth by understanding and deploying the firm's various service initiatives. The audit senior functions well in an ever-changing, challenging environment.

The audit manager will have interaction with all of the various service departments and administration team. This position will have direct client interaction throughout the year and will quickly become a client service manager (CSM), responsible for developing and implementing audit and consulting services for clients, as well as identifying and facilitating assistance for other clientâs needs.

Essential Functions of the Position

Technical Competence

Ability to design, applies and properly documents the entire audit approach (including the planning, interim, and final fieldwork).
Ability to design audit programs based on the audit plan; is effective at allocating work between interim and year-end fieldwork.
Ability to design program steps to test key controls.
Ability to understand the factors which contribute to business and professional risk and is learning to apply this knowledge to specific risk environments.
Ability to determine when sampling methods are appropriate, and can apply these methods effectively and interpret the results.
Ability to execute all aspects of fieldwork for recurring engagements with moderate direction from management.
Capable of auditing a basic tax provision.
Ability to integrate and coordinate internal audit procedures in the audit plan.
Knowledgeable about sources of accounting and auditing literature available for research and problem resolution.
Demonstrates working knowledge of specialized accounting and auditing areas.
Drafts/understands financial statements and related disclosures and other support with moderate supervision.
Recognizes and drafts appropriate audit reports for other than unqualified opinions.
Effectively utilizes the Firmâs accounting and reporting manuals and other Firmâs reference materials in the resolution of issues.
Exhibits the ability to document audit issues and conclusions reached.
Clearly documents the results of research and complex analyses and related conclusions.
Demonstrates professional concern and exercises due care with respect to work reviewed.
Performs thorough review of workpapers to assure audit steps have been completed, conclusions have been supported, and Firm policies have been met.
Has working knowledge in specialized areas/industry-specific accounting, regulatory and reporting matters.
Identifies and implements uses of computer applications on the engagement.
Prepares complex spreadsheets.
Demonstrates a thorough working knowledge and promotes the use of computers and Firm software and other commonly used application software.

Preferred Attributes

Successful applicants will have a minimum of 5 years audit experience in a CPA firm.

Active CPA preferred
Bachelorâs Degree in Accounting is required.
Strong project management and time management skills are necessary
Financial and accounting experience; ability and willingness to work with a significant degree of autonomy; creativity; high service orientation.
Customer service focus
Ability to get along well with diverse personalities, tactful, mature, and flexible.
Ability to operate independently and “self-manage” projects.
Result-and profit-oriented, with the ability to balance other business consideration.
Strong analytical and reasoning abilities.
High energy level, comfortable performing multifaceted projects in conjunction with normal activities.
Superior numeric skills.
Excellent written and verbal communication skills.
Ability to communicate and actively support the values of the firm and communicate these values to others

Travel

Must be willing and able to travel to clientâs office.

Compensation

We are generous when it comes to taking care of our professionals and staff members. Here is a brief summary of what we provide:

Medical Insurance
Dental Insurance
Life Insurance
401(k) Plan
Paid Time Off (PTO)
Paid Holidays
New Client Referral Rewards

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Fri, 16 Jan 2015 00:00:00 PST 0 <![CDATA[Accountant Senior Tax]]> SENIOR TAX ACCOUNTANT

Summary:

Our client is a full service public accounting firm based near Newport Beach.

Their current business clients range from small startup companies to large publicly traded companies that are subject to Sarbanes-Oxley reporting requirements.

Individual clients typically range in net-worth from $5 million to $1 billion and require much more planning and consulting from their CPA than the annual tax return.

As part of their growth strategic plans, we are looking to fill an exceptional opportunity for a tax accountant in their growing tax practice.

We are looking for enthusiastic and exceptional individuals who are interested in a challenging career. The firm provides team members with competitive compensation, benefits packages, and career opportunities.

For the successful candidates the firm provides team members with competitive compensation and benefits packages and career opportunities.

Candidates should possess strong communication and interpersonal skills and have 2 to 5 years of public accounting experience.

Public accounting experience and a CPA license are required for this position.

Candidates should have the necessary experience in preparation and review of individual and business tax returns, be able to efficiently work in a team environment, and have the comprehensive skill set to supervise staff and perform research and analysis of tax issues.

The firm has a diverse client base, from high net worth individuals to prestigious list of both public and private corporations.

Experience with ASC 740 tax provisions, mergers and acquisitions, consolidated tax returns, multi-national tax filings, multi-state tax filings, tax credits, and personal income tax planning is preferred.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Thu, 15 Jan 2015 00:00:00 PST 0 <![CDATA[Accountant - Full Charge Bookkeeper]]> ACCOUNTANT / FULL CHARGE BOOKKEEPER

Summary:

Our client is a full service public accounting firm that is consistently ranked highly as one if the best places to work in California

As part of their growth strategic plans, we are looking to fill an exceptional opportunity for a accountant / bookkeeper with at least 5 years of experience.

Essential Functions:

Financial statement analysis and assistance in client accounting
Human resources (benefits management)
Word processing (above average grammar/spelling skills a must)

Desired Skills and Experience

We prefer that you have:

CPA Firm experience with a minimum of 5 years of administrative and full-charge bookkeeping experience
Experience in various accounting software
Proficient in QuickBooks
Experience in governmental filings
High energy

We offer:

Competitive salary
Medical and Dental plans
401(k) and Profit Sharing
Great environment and co-workers

Fast Track Growth Opportunities
Excellent technical and practice development programs

This position is full-time with hours of 8:30-5:30. Overtime will be required during our busy season.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Sat, 10 Jan 2015 00:00:00 PST 0 <![CDATA[Tax Accountant]]> TAX ACCOUNTANT - PUBLIC ACCOUNTING

Are you an experienced tax professional who is interested in working with a great set of clients?

The Experienced Tax Preparer position is responsible for the accurate completion of entity and individual tax returns in a paperless environment. The firm uses ProFX Tax software.

Top Reasons to Work Here

Public accounting firm with a long-standing reputation in the community. You will get to work with a team of highly experienced industry specialists
Culture of promoting from within and opportunities for professional growth
Competitive compensation and benefits
Great work-life balance

Job Requirements

BS/BA degree in Accounting with a minimum of four years of relevant experience for practice
Proficiency in Outlook, Excel, Word required; familiarity with QuickBooks a plus
Strong problem solving and analytical skills
Good written and oral communication skills
Excellent attention to detail
Ability to work on a variety of projects and for a variety of managers on a daily basis

To submit your application for the Experienced Tax Preparer opportunity, click here. Applicants must be currently authorized to work in the United States on a full-time, permanent basis.

About Our Firm

Public accounting firm which has been in existence for over seventy years. The firm is comprised of approximately 80 personnel, and has offices in San Francisco Bay Area

Primary services include assurance (audits, reviews, and compilations), tax (corporate and individual planning and compliance) and accounting. Assurance clients are typically private companies located in the San Francisco Bay Area.

Clients operate in industries which include manufacturing, distribution/wholesale, real estate, construction, nonprofit, and food and beverage.

Also has a large employee benefit plan audit practice. The firm provides a professional and fun environment for individuals interested in pursuing a career in public accounting.
]]> Thu, 08 Jan 2015 00:00:00 PST 0 <![CDATA[Senior Accountant / Associate, Tax - Audit]]> Senior Accountant / Associate, Tax - Audit

Job Description

Our client is a fast growing Accounting / Financial services firm located in Commerce

As part of their growth strategic plans, we are looking to place a Senior Accountant / Associate, Tax - Audit.

Every one of their professionals possesses significant tax, audit, and general accounting experience.

The clients are a diverse group of industries including franchise and non-franchise restaurants, distributors, equipment manufacturers, food processors, retail and food stores, medical and dental offices, commercial and sport fishing operations, real estate developers and investors, and golf courses

We are currently seeking a motivated individual with their CPA licensure and tax preparation experience for a full-time position with growth opportunities.

This position is eligible for 401(k), profit sharing plan, medical insurance, vacation time, and sick time benefits.

Duties

Review and/or prepare individual, corporate and partnership tax returns
Review and/or prepare compilation engagements:
Establishing and maintaining client communications
Preparing compilation programs
Reviewing and analyzing financial statements
Assure compliance with federal, state and local tax laws and regulations
May supervise staff associates and ensure adherence to firm-established internal and quality controls

JOB REQUIREMENTS

Skill Set

Robust interpersonal, communication and project management skills required
Bachelorâs degree in accounting, business or finance; fulfillment of accounting courses a must
Minimum of 5 years of public accounting experience
Proficiency with Microsoft Office and QuickBooks as well as tax software (proficiency in Lacerte preferred)
Must already have CPA certification

Other Information:

We are an Equal Opportunity Employer and do not discriminate against applicants due to race, ethnicity, gender, veteran status, or on the basis of disability or any other federal, state or local protected class.

EEO Is the Law

Competitive compensation package commensurate with experience.

To apply, send resume in word format with current salary for review and immediate interview.
]]> Tue, 30 Dec 2014 00:00:00 PST 0 <![CDATA[Accounting Manager, Audit - Tax]]> Accounting Manager, Audit - Tax

Job Description

Our client is a fast growing Accounting / Financial services firm located in Commerce

As part of their growth strategic plans, we are looking to place a CPA / Manager.

Every one of their professionals possesses significant tax, audit, and general accounting experience.

The clients are a diverse group of industries including franchise and non-franchise restaurants, distributors, equipment manufacturers, food processors, retail and food stores, medical and dental offices, commercial and sport fishing operations, real estate developers and investors, and golf courses

We are currently seeking a motivated individual with their CPA licensure and tax preparation experience for a full-time position with growth opportunities.

This position is eligible for 401(k), profit sharing plan, medical insurance, vacation time, and sick time benefits.

Duties

Review and/or prepare individual, corporate and partnership tax returns
Review and/or prepare compilation engagements:
Establishing and maintaining client communications
Preparing compilation programs
Reviewing and analyzing financial statements
Assure compliance with federal, state and local tax laws and regulations
May supervise staff associates and ensure adherence to firm-established internal and quality controls

JOB REQUIREMENTS

Skill Set

Robust interpersonal, communication and project management skills required
Bachelorâs degree in accounting, business or finance; fulfillment of accounting courses a must
Minimum of 5 years of public accounting experience
Proficiency with Microsoft Office and QuickBooks as well as tax software (proficiency in Lacerte preferred)
Must already have CPA certification

Other Information:

We are an Equal Opportunity Employer and do not discriminate against applicants due to race, ethnicity, gender, veteran status, or on the basis of disability or any other federal, state or local protected class.

EEO Is the Law

Competitive compensation package commensurate with experience.

To apply, send resume in word format with current salary for review and immediate interview.
]]> Mon, 22 Dec 2014 00:00:00 PST 0 <![CDATA[Tax Manager]]> You will work closely with other tax-focused staff members, manage staff, and work on on all phases of tax compliance, consulting projects and engagement management for multiple clients.

80% to 90% of your time will be spent on review. The staff under your supervision will do the hands-on work, becoming more effective and progressing professionally as you mentor them and push work back when corrections are needed. Youâll be dealing with challenging tax issues while having the support you need to be successful.

Specifically, you will be responsible for:

Reviewing individual, corporate and partnership income tax returns
Running client engagements from start to finish, including planning, prioritizing, executing, and directing in completing tax projects while managing budgets within required time frames to complete assignments
Participating in staff training including motivating and monitoring their professional progress and supervising projects
Ensuring the highest quality of products and service

Note: this description is intended to give you a general overview of the position and is not an exhaustive listing of duties and responsibilities.
]]> Mon, 22 Dec 2014 00:00:00 PST 0 <![CDATA[CPA, Senior Staff Accountant]]> CPA, Senior Staff Accountant

Apply Now

Established CPA Firm looking for an accountant with a minimum of 3 yearâs public accounting experience, who is a CPA candidate or CPA certified.

Primary responsibilities will be to prepare financial statements and supporting schedules, assist with financial and tax audits, assist with preparing tax returns and corporate reporting requirements, and other projects as assigned.

Senior Staff Accountant responsibilities include:

Preparing and reviewing business and individual tax returns
preparing and reviewing financial statements and workpapers
tax planning for closely held businesses and their owners
supervising and mentoring staff.

Senior Staff Accountant skills should be:

Bachelorâs Degree in Accounting
CPA License preferred
3+ years of recent, public accounting experience
Strong communication skills
Strong technical skills
The ability to manage multiple client projects with deadlines
Strong leadership qualities
Strong entrepreneurial aspirations
Proficiency in Microsoft Office computer programs; QuickBooks, or other accounting software, a plus
]]> Fri, 19 Dec 2014 00:00:00 PST 0 <![CDATA[Senior Tax Accountant ]]> Senior Tax Accountant

Seeking a senior level tax professional interested in a career with a local public accounting firm.

The responsibilities of the position include:

Managing client relationships
Coordinating client tax return preparation and deadlines
Reviewing and preparing multi-state personal and business tax returns
Identifying consulting opportunities
Training team members
Reviewing client accounting data and proposing adjusting entries
Managing tax planning strategies for individuals and businesses, including projections
Performing tax and accounting research
Representing clients before tax agencies

Qualifications

At least two years of experience with a CPA firm
Strong accounting skills
Bachelorâs or Masterâs degree in Accounting/Tax
Passed CPA exam
Motivation to learn
Clear written and oral communication skills

]]> Mon, 15 Dec 2014 00:00:00 PST 0 <![CDATA[Senior Tax Accountant ]]> Tax Senior Accountant

POSITION SUMMARY

As a Tax Senior Accountant, you will plan and supervise a wide variety of engagements and work to develop quality relationships with the firmâs clients. You will have the opportunity to progress and assume responsibility for effectively supervising engagements from initial planning through to the delivery to the client. You will also build your skills in supervising, coaching, training and mentoring Staff Accountants in a collaborative working environment.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Plan, supervise and complete routine tax and accounting engagements
Gain experience in building and managing client relationships
Develop analytical and problem-solving skills to assist clients in resolving issues
Prepare corporate, individual, partnership, fiduciary and other tax returns with minimum supervision
Review tax returns, workpapers and other documents prepared by others
Compile and review financial statements for partner review
As you gain experience, you will progress to assume responsibility for efficiently supervising all forms of financial statement engagements
Manage your time and projects and use effective prioritization and communication to manage staff workloads and complete multiple assignments in a timely manner
Effectively supervise, coach, train and mentor Staff Accountants

KNOWLEDGE, SKILLS & ABILITIES

As a Tax Senior Accountant, having the following knowledge, skills and abilities will give you the best chance to succeed in this position:

Technical knowledge sufficient to supervise staff accounts on financial statement audit, review and compilation engagements, as well as in the preparation of complex income tax returns.
Experience in preparing a wide variety of tax returns, and experience reviewing the work of others
Familiarity with pertinent Internal Revenue Code sections and regulations, research, techniques, and the various research sources available.
Thorough understanding of generally accepted auditing standards and common audit procedures and techniques
Strong knowledge of GAAP, OCBOA unique or specialized accounting principles, and financial statement presentation and disclosure
Demonstrated proficiency in the use of firm standard software, such as Lacerte, ProSystems FX, Excel,
Excellent interpersonal and communication skills
Ability to exercise sound judgment and maintain confidentiality in handling sensitive information
Demonstrated ability to work both independently and with a team
Ability to manage multiple projects, assignments and deadlines, and to delegate effectively
Experience in supervising, mentoring, coaching and training others

MINIMUM REQUIREMENTS

To be considered as a Tax Senior Accountant candidate you must meet the following minimum requirements:

Bachelorâs Degree with a major or concentration in accounting, tax, or related field
Minimum of two years of progressively responsible experience with a public accounting firm
Hold a current and valid CPA license, or have completed the educational requirements to sit for the CPA exams and be actively working toward obtaining the license
Applicant will be required to submit to a criminal background check upon receipt of a conditional offer

*Consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance and the California Fair Chance Act
]]> Mon, 15 Dec 2014 00:00:00 PST 0 <![CDATA[Tax Accountant - Tax Senior Accountant]]> TAX ACCOUNTANT - TAX SENIOR

San Francisco leading accounting firm serving affluent clients, closely held businesses and non-profit organizations throughout the United States and the world. We are currently seeking Tax Associates and Tax Seniors San Francisco office.

Minimum Requirements:

0-2 years of public accounting experience in a professional services firm
Bachelorâs degree in Accounting, Business Administration or Economics
Strong accounting background and able to deal with complex accounting issues
Strong technical knowledge with a thorough understanding of generally accepted accounting standards, procedures and techniques
Experience working with closely held companies, investment/private equity, professional services, distributions companies, and/or non-profit organizations a plus
Possess effective supervisory and delegation skills
Committed to best practices of the firm and consistently demonstrate ethical behavior
Excellent project and time management skills
Extremely detail-oriented
Flexible in a variety of situations and team-player
Excellent verbal and written communication skills
Licensed CPA preferred
Must successfully pass a background check

Essential job duties will include, but not be limited to:

Be able to balance and effectively deliver on multiple projects and job responsibilities under restrictive time constraints
Act as a role model and mentor to new and existing staff by creating a positive work environment that fosters open communication among all project team members
Keep current on applicable accounting professional standards
Proficient with technology related to accounting and research software
Be able to manage and prioritize to meet expectations in a deadline driven, fast paced environment
Be able to work overtime and weekend hours during peak busy periods to meet deadlines as well as partner and client expectations
Participate in recruitment and other business planning and development initiatives

]]> Sun, 14 Dec 2014 00:00:00 PST 0 <![CDATA[Tax Senior Accountant ]]> Tax Senior

Seeking experienced Tax Seniors to join our growing and well-established national firm in the Miami office. The positions require a high-energy, experienced tax professional with strong interpersonal and supervisory skills.

Our growing tax practice provides tremendous career opportunities in an environment of the highest ethical standards and professionalism. We are committed to practicing work/life balance and offer extremely competitive salary and benefit packages.
Job Description

Interact closely with clients to provide innovative corporate tax planning, consulting and compliance services in a timely and effective manner
Supervise and help drive the success of multiple engagements in corporate and some partnership taxation.
Ensure complete client satisfaction through open communication, managing \meeting deadlines and proactively sharing tax saving strategies
Work closely with Partners, Senior Managers and staff on client management, professional development and business development activities
Supervise, develop, train and mentor staff including performance and engagement reviews
Attend professional development and continuing educations sessions on a regular basis

Qualifications

Bachelorâs or Masterâs degree in accounting required
Masters in Taxation degree or LLM in Taxation a plus
CPA certification or working towards certification required with 3+ years tax experience
Strong technical skills pertaining to tax preparation and review, tax compliance, agency correspondence and tax research
Ability to problem-solve and think both creatively and logically
li>A demonstrated ability to self-direct and effectively organize, prioritize and manage multiple engagements under tight deadlines
Outstanding leadership, mentoring and interpersonal skills fostering client and staff relationships
Excellent analytical, organizational, and written and verbal communication skills
Ability to attract and develop profitable, sustainable client relationships

]]> Sun, 14 Dec 2014 00:00:00 PST 0 <![CDATA[Accountant Senior Tax]]> We are currently seeking full time candidates, as well as candidates who are interested in working with us through the tax season.

Do you want to work at one of the âMost Engaged Workplacesâ in the country?
Do you want a better work/life balance and the opportunity to help develop a practice and make a meaningful contribution?
Do you desire well-rounded experience with exposure to both the tax and audit side of public accounting?

If you are looking for the opportunity to take your career in the direction you want with a growing firm, experience a better work-life balance and the opportunity for long-term growth, this could be the position for you.

A successful candidate in this role:

Has prior, recent experience in public accounting
Participates in both audit and tax engagements
Possesses a desire to grow with the Firm / desire for upward mobility
Manages both assurance and tax engagements, including participating in the planning process and supervising fieldwork
Efficiently reviews engagement work papers and financial statements
Manages tasks independently and within budget
Participates in management and board presentations
Possesses good marketing skills with the ability to establish quality working relationships with current and prospective clients

Position Requirements:

Bachelorâs Degree in Accounting or related field
Current CPA Certification or CPA candidate
3+ years of experience in Public Accounting

Desired, not Required:

Experience working with construction-industry clients
Experience with both assurance and taxation (rather than either-or)
Masterâs Degree

Compensation DOE.
]]> Sun, 14 Dec 2014 00:00:00 PST 0 <![CDATA[Audit Senior (Assurance & Advisory)]]> Description

We are looking for bright, energetic, and proactive individuals who will make a great impact on our engagement teams. They will take on technically challenging assignments while serving as a role model and example for less experienced Associates. The right candidate will be well on his or her way to earning their professional credentials as a certified public accountant or have already obtained their license.

As an Experienced Audit Associate, you will continue to provide your team with the support necessary to complete assignments in an efficient manner as you take on a larger role in the training, development and supervision of less experienced staff. In this process, you will begin to fine-tune your communication and work management skills in preparation for the Senior Associate role. You will also begin to deepen your technical skills in both formal and on-the-job training. Each level of the Firm has a specific role in our collective business development efforts and as an Experienced Associate, you should be regularly identifying opportunities to improve our internal procedures and processes with your engagement Seniors and Managers. This individual will also focus on improving client service and engagement efficiency. You should also be exploring your participation in various professional events and affiliations as you begin to network with other professionals.

As an Experienced Associate in the Audit department you will be expected to:
•   Work closely with clients
•   Handle challenging technical projects
•   Provide direction to less experienced staff
•   Begin to identify client service and engagement efficiency opportunities
•   Lead smaller engagements
•   Focus on the CPA exam

Qualifications

BS in Accounting or related field
Minimum of 3 years of experience in public accounting
Working towards CPA licensure or licensed CPA
Solid understanding of advanced accounting issues. Specifically,
Work in process and job costing
Self-Insurance, IBNR, and captive insurance
Construction industry specific disclosures
Inventory valuation â cost build up and reserves
Income tax provision
Strong analytical aptitude and application
Extensive experience with both audits and reviews
Proficiency in Microsoft Office, Adobe, and Accounting software (We use CCH products; ProSystems and fX Engagement)
Work closely and directly with clients
Supervise multiple client assignments simultaneously
Excellent interpersonal and communication skills
Coach and develop other professional staff
Openings in our Manufacturing & Distribution and Construction & Real Estate Niches
]]> Fri, 12 Dec 2014 00:00:00 PST 0 <![CDATA[Audit Associate Experienced]]> Experienced Audit Associate

Description:

Looking for bright, energetic, and proactive individuals who will make a great impact on our engagement teams.

They will take on technically challenging assignments while serving as a role model and example for less experienced Associates.

The right candidate will be well on his or her way to earning their professional credentials as a certified public accountant or have already obtained their license.

As an Experienced Audit Associate, you will continue to provide your team with the support necessary to complete assignments in an efficient manner as you take on a larger role in the training, development and supervision of less experienced staff.

In this process, you will begin to fine-tune your communication and work management skills in preparation for the Senior Associate role.

You will also begin to deepen your technical skills in both formal and on-the-job training.

Each level of the Firm has a specific role in our collective business development efforts and as an Experienced Associate, you should be regularly identifying opportunities to improve our internal procedures and processes with your engagement Seniors and Managers.

This individual will also focus on improving client service and engagement efficiency.

You should also be exploring your participation in various professional events and affiliations as you begin to network with other professionals outside of the firm.

As an Experienced Associate in the Audit department you will be expected to:

•    Work closely with clients
•    Handle challenging technical projects
•    Provide direction to less experienced staff
•    Begin to identify client service and engagement efficiency opportunities
•    Lead smaller engagements
•    Focus on the CPA exam

Requirements:

•    BS in Accounting or related field
•    Minimum of 3 years of experience in public accounting
•    Working towards CPA licensure
•    Solid understanding of basic accounting issues
•    Strong analytical aptitude
•    Strong interpersonal and communication skills
•    Proficiency in Microsoft Excel, Word, PowerPoint, Adobe
•    Desirable experience in  ProSystems, CSI, and fX Engagement software
•    Preference to those who already hold their CPA license]]> Fri, 12 Dec 2014 00:00:00 PST 0 <![CDATA[Audit Assurance Senior]]> Audit & Assurance Senior

Overview:

We are a forward-thinking, full-service accounting firm providing modern solutions to businesses across the globe. We focus on comprehensive assurance, tax, and consulting services for our clients, and we provide our people and our community with the resources to lead meaningful and purposeful lives.

While we are a large California-based accounting firms, our flexible work locations and schedules mean we have professionals across the continent. Our teams and our clients drive us to provide quality services and ignite unique insights and ideas that contribute to our continued success. Our clients come from different backgrounds and industries, which keep our people intellectually challenged every day.

Our initiatives and ideals lead to our continued recognition as one of the “Best Places to Work”.

We are dedicated to providing meaningful careers for all of our employees along with fostering an environment that allows an integrated lifestyle. Our flexible culture allows our professionals to live a balanced lifestyle between their work responsibilities and personal commitments.

We have:

Consistent recognition as one of the “Best Places to Work”
Summer Hours â Leave early on Friday afternoons from June to August!
Flexibility in your day-to-day work schedule
Rich diversity in the clients, industries, and overall work

You have (requirements):

Licensed CPA, or in the process of obtaining the CPA.
BS/BA degree in Accounting, Finance or related field.
2+ yearsâ experience in public accounting in a variety of industries including Technology, Life Sciences, Consumer Products, Financial services, or Non-Profits; SEC experience preferred.
Experience auditing complex accounts like inventory, revenue, equity / stock options, etc.
Demonstrated leadership/supervisor experience.
Excellent oral and written communication skills.
Strong desire to continuously learn.
Competently analyzes and prioritizes information to make appropriate recommendations.
Ability to synthesize all forms of research into clear, thoughtful, actionable deliverables.
Understands client needs, identifies root causes of problems, and implements pragmatic solutions.

You will (job responsibilities):

Responsible for day-to-day planning and execution of multiple client engagements throughout the year.
Supervise associate level professionals and delegate engagement responsibilities.
Responsible for communicating and resolving all issues that arise during the audit engagement with the support of the engagement manager.
Develop and execute audit strategy from planning to reporting.
Develop and maintain client relationships, thus driving client satisfaction.
Research, understand and apply complex accounting concepts and auditing procedures.
Draft financials and report audit findings (both verbal and written).
Develop, motivate and mentor associates by providing training, regular feedback and career guidance while fostering a team environment.

]]> Thu, 11 Dec 2014 00:00:00 PST 0 <![CDATA[Audit & Assurance Senior]]> Audit & Assurance Senior

Overview:

We are a forward-thinking, full-service accounting firm providing modern solutions to businesses across the globe. We focus on comprehensive assurance, tax, and consulting services for our clients, and we provide our people and our community with the resources to lead meaningful and purposeful lives.

While we are a large California-based accounting firms, our flexible work locations and schedules mean we have professionals across the continent. Our teams and our clients drive us to provide quality services and ignite unique insights and ideas that contribute to our continued success. Our clients come from different backgrounds and industries, which keep our people intellectually challenged every day.

Our initiatives and ideals lead to our continued recognition as one of the “Best Places to Work”.

We are dedicated to providing meaningful careers for all of our employees along with fostering an environment that allows an integrated lifestyle. Our flexible culture allows our professionals to live a balanced lifestyle between their work responsibilities and personal commitments.

We have:

Consistent recognition as one of the “Best Places to Work”
Summer Hours â Leave early on Friday afternoons from June to August!
Flexibility in your day-to-day work schedule
Rich diversity in the clients, industries, and overall work

You have (requirements):

Licensed CPA, or in the process of obtaining the CPA.
BS/BA degree in Accounting, Finance or related field.
2+ yearsâ experience in public accounting in a variety of industries including Technology, Life Sciences, Consumer Products, Financial services, or Non-Profits; SEC experience preferred.
Experience auditing complex accounts like inventory, revenue, equity / stock options, etc.
Demonstrated leadership/supervisor experience.
Excellent oral and written communication skills.
Strong desire to continuously learn.
Competently analyzes and prioritizes information to make appropriate recommendations.
Ability to synthesize all forms of research into clear, thoughtful, actionable deliverables.
Understands client needs, identifies root causes of problems, and implements pragmatic solutions.

You will (job responsibilities):

Responsible for day-to-day planning and execution of multiple client engagements throughout the year.
Supervise associate level professionals and delegate engagement responsibilities.
Responsible for communicating and resolving all issues that arise during the audit engagement with the support of the engagement manager.
Develop and execute audit strategy from planning to reporting.
Develop and maintain client relationships, thus driving client satisfaction.
Research, understand and apply complex accounting concepts and auditing procedures.
Draft financials and report audit findings (both verbal and written).
Develop, motivate and mentor associates by providing training, regular feedback and career guidance while fostering a team environment.

]]> Wed, 03 Dec 2014 00:00:00 PST 0 <![CDATA[Remote Executive Recruiter - Accounting & Finance ]]> REGAL EXECUTIVE SEARCH

REMOTE ACCOUNTING / FINANCE EXECUTIVE RECRUITER

Company Description

Regal Executive Search is seeking an experienced Finance/Accounting Recruiter.

The Finance/Accounting Recruiter will be responsible for the successful placement of accounting and finance professionals and executives with client companies, and must be experienced in the field, with the desire to network and build relationships with prospects, clients and candidates at the local and regional level.

The successful candidate must thrive on the “thrill of the hunt” for new business, with a proven track record of success developing revenue through a consultative approach, and where compensation will tie directly to successful performance.

Responsibilities

Direct & manage full cycle recruiting efforts including talent sourcing, candidate evaluation & screening, interview process, offer negotiations, close process & new hire on boarding
Daily Interaction with C Level and other Business Leaders
Heavy Telephone production
Explore Social Media Business channels
Direct Sourcing and Recruiting of Candidates
Consult with Accounting and Finance candidates to best represent their Career Goals & Interests
Consult with hiring managers to determine their talent staffing needs
Conduct interview screening process following firm guidelines & legal

Requirements Qualifications

Minimum 3-5 years of recruiting experience required within the accounting & finance space
BA/BS degree required
Demonstrate strong relationship recruiting skills & ability to cultivate diverse candidate pool within the accounting & finance space
Recruiting expertise within the accounting & finance space with mid to high level candidates ranging from Accounting Manager to CFO level
Established network of business or finance and accounting clients required.
Ability to execute a successful sourcing strategy & maintain strong professional network as a recruiter
Demonstrate a full range of sourcing techniques including internet sourcing, networking, job boards, referrals & personal network
Outstanding communication & interpersonal skills
Ability to work independently & autonomously yet within the boundaries of a remote corporate environment
Proven track record of recruiting or, alternatively, a strong sales background.
Proficient with Microsoft Office tools including Word, Outlook & Excel
Expertise with databases & applicant tracking systems (Bullhorn)

Additional Information

All your information will be kept confidential according to EEO guidelines
]]> Tue, 11 Nov 2014 00:00:00 PST 0 <![CDATA[Tax Senior Accountant ]]> Tax Senior

Currently we are seeking a few career minded Tax Seniors with opportunities in our Firm's Irvine office

We strive for an environment that values people first, develops leaders, and promotes integrity, respect, trust, and professionalism.

We pride ourselves on an environment that encourages teamwork, motivates employees to succeed, and cultivates individuals who are concerned with the welfare of their clients as well as the communities in which they live and work.

We work hard, but taking time out to have fun and build relationships is also a significant part of our culture.

Some of the company events and activities we enjoy are an annual costume bowling tournament, family picnic, holiday party, end-of-tax-season party, and we sponsor employee teams that participate in various sports leagues and community events.

Desired Skills and Experience

Minimum qualifications include a BA or BS in Accounting or Finance
3+ years of recent public accounting experience.
Candidates need to possess an active California CPA license or are a current CPA candidate that has passed all 4 parts of the CPA exam.

If you are passionate about doing good work, want to work for one of the most respected and professional accounting firms in Southern California, and desire a firm that respects both your professional and life goals

Other Information:

Equal opportunity employer
]]> Tue, 04 Nov 2014 00:00:00 PST 0 <![CDATA[Tax Manager]]> Tax Manager

WE ARE HIRING!

Seeking TAX MANAGER candidates with exceptional talent in real estate partnership and corporate taxation.

WE are a team of professionals with experience and leadership, a high level of understanding of the business climate today, and for the foreseeable future. Help us drive revenue with your unique skills. Join a firm that understands its clients and provides an exceptional fast-paced environment for their professionals.

If this sounds like a team that you could function in during these unusual times we want to set up Microsoft Teams calls with you very soon. You will be part of an exceptional group that is growing and thriving during the pandemic and we are poised to dominate the market with your help. You will lead and manage multiple tax engagements to deliver quality tax services for our clients, in both real estate and corporate environments, work collaboratively and manage and assist staff members in their journey.

We will help you become the best version of yourself and look forward to meeting you.

This position offers excellent opportunities for leadership and career advancement
]]> Mon, 03 Nov 2014 00:00:00 PST 0 <![CDATA[Audit Senior]]> Audit Senior We are looking for talented and motivated individuals to join our team!
All full-time team members work an alternative workweek plan consisting of 40.0 hours per week, with 36.0 hours between Monday and Thursday, and 4.0 hours on Friday. Schedules change during Audit and Tax deadlines

SENIOR AUDITOR

Responsibilities:

Must be able to demonstrate ability to meet professional and firm standards that include preparation of work papers, indexing, sample selections and testing, management letters, review and monitoring of staff and work papers and ability to document and assess various control systems.
Develop and maintain productive working relationships with client personnel and achieve client satisfaction.
Direct fieldwork daily, inform supervisors of the engagement status, create draft audit reports for management review and manage staff performance. Demonstrate the ability to in-charge small engagements autonomously.
Demonstrate a thorough understanding of complex accounting and auditing concepts and apply them to client situations.
Foster an efficient, innovative, and team-oriented work environment.
Use technology to continually learn, share knowledge with team members, and enhance service delivery.
Local travel 50% of time

QUALIFICATIONS:

Minimum of 3 years of audit experience within a public accounting firm
Bachelor's degree in Accounting or related field required
CPA preferred or have passed ALL parts of the CPA exam
Willingness and ability to travel to client locations
Excellent project Management skills
Strong analytical and report writing skills required
Excellent verbal and written communication skills
Comprehensive understanding of data analysis
Integrity within a professional environment

]]> Wed, 22 Oct 2014 00:00:00 PDT 0 <![CDATA[Senior Tax Accountant]]> Senior Tax Accountant

Summary

Full service regional accounting firm with offices in multiple states growing quickly seeks tax accounting professionals

Requirements

3-6 yearsâ experience in an accounting firm

Active CPA license or on CPA path

Able to work in a paperless office

Other

National firm training affiliation

Masterâs program
]]> Mon, 20 Oct 2014 00:00:00 PDT 0 <![CDATA[Audit Senior]]> Audit Senior Associate

Our client is a national accounting firm providing a full range of business services and solutions.

We are looking to place a Senior Audit Associate for their growing audit department in their San Diego, CA office.

As a key member of the audit team, the Senior Associate is responsible for:

Managing, understanding and assisting with planning multiple audit assignments in Manufacturing, Distribution, Not-For-Profit and Benefits Plans and many more industries
Developing an understanding of client's business, and becoming a "functional expert" in the area
Execute the day-to-day activities of audit engagements.
Manage client engagements from start to finish, including managing the budget, planning, executing, directing staff and completing financial statements and audits
Develop and maintain an excellent working relationship with all levels of client staff to increase customer satisfaction and to strengthen client relationships
Preparing all necessary financial statement and related disclosures and reportable conditions letters, with an eye on quality, thoroughness and accuracy
Identify and communicate technical matters to both clients and upper management.
Utilize proactive, effective communication with management, staff and clients
Keeping abreast of latest developments and ensuring professional development through ongoing education
Recognizing and informing senior management of opportunities to increase level and types of services to clients
Pledge to provide exceptional service to every client by providing individual attention, responsiveness and commitment to understanding their goals and needs
Maintain and comply with the highest degree of professional standards, client confidentiality and personal conduct
Assist with training and mentoring junior associates and interns on MHM audit methodology
The position offers an opportunity to work with a diverse client base

Requirements:

Bachelorâs degree required; Masterâs degree in Accounting, Taxation or related field preferred
3+ years of experience in public accounting or related field preferred
1+ year supervisory experience preferred
CPA candidates preferred
Excellent interpersonal, analytical, research and audit project management skills, including proficiency in GAAP and GAAS rules, procedures and standards
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Ability to multi-task, think independently and problem solve in a results driven team oriented environment
Strong verbal and written communications skills
Strong computer and technical skills including, Microsoft Office Suite, Outlook, intranet and audit software
Must be able to travel based on client and business needs

Come grow your career with us!

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Tue, 14 Oct 2014 00:00:00 PDT 0 <![CDATA[Audit Senior / Accountant]]> Senior Auditor

About the role:

As a Senior Auditor the ideal candidate will be capable of running an audit team for simple to complex audit engagements. We service a large variety of industries including real estate, manufacturing, distribution, retail, technology, professional services, franchising and not for profit. We also perform several 401(k) audits. The Senior Auditor will work closely with the audit manager and audit partner on each engagement in completing job on time and on budget.

What youâll do:

In charge of audit, review and compilation engagements from planning through completion
Ensure all engagements are run efficiently, effectively, on time and on budget
Act as resource for staff â technical resource on the job and assist with professional development
Develop client relationships
Bring solutions and creative ideas to help clients
Break down complex accounting and audit issues propose solutions and implement appropriate solutions

Our ideal candidate:

Education and Experience

Bachelorâs Degree in Finance or Accounting Required
CPA or on track for CPA required
2 Plus years in an audit role at a senior level

Required Skills and Abilities

Excellent people skills
Strong communication skills
Exemplary work ethic

What we offer:

Competitive salary commensurate with experience
Flexible and friendly work environment
Competitive benefits packages including, health, life, disability, vision and 401k plan.
A specific and direct performance review and career planning process, which allows you to enhance your professional growth.
]]> Sat, 11 Oct 2014 00:00:00 PDT 0 <![CDATA[Tax Senior]]> Senior Tax Accountant About the Job
We have an immediate opening in our Irvine Office for a Senior Tax Accountant to perform tax, financial and consulting engagements. This is a unique opportunity for an individual who shares our vision and is seeking to build a career in a positive,innovative, local CPA firm.

POSITION DESCRIPTION

Ideal candidate will have a BA/BS in Accounting and a minimum of 3 years experience working in a public accounting firm. Candidate will be responsible for the preparation of corporation, partnership and individual tax returns, planning and consulting, and compilation or review financial statement engagements. Candidate will also help mentor and train staff-level team members.

RESPONSIBILITIES

Preparation of individual/corporate/partnership tax returns
Tax Planning
Tax Research
Consultation and analysis of client financial data and accounting/tax issues
Preparation of work papers & spreadsheets
Review of and response to correspondence from the IRS or other governmental agencies

QUALIFICATIONS:

BA/BS degree in Accounting
CPA license or CPA candidate
Diligent work ethic and strong client engagement skills
Strong organizational, problem-solving and analytical skills â attention to detail a must
Ability to prioritize and handle multiple projects to meet project deadlines and budgets while working for multiple managers
Excellent writing and communication skills
Proficient in Microsoft Office and QuickBooks a must; Lacerte or ProSystems accounting software, a plus

Most recent 8+ years tax experience in a public accounting firm
Active California CPA required
Experience with multi-state tax preparation and review
Ability to work with clients to maximize potential tax planning opportunities
Previous experience with high net worth individuals and their closely held entities
Able to prepare and review complex level tax returns
Technologically savvy (experience with ProSystem fx tax software a plus)

Supervisory Skills:

8+ years tax staff management experience necessary
Assisting with building client relationships
Ability to manage and mentor staff members
Capable and willing to participate in our continuing process to improve technical quality
Project management skills are a must! Ability to see a project through from beginning to end

Key Deliverables:

Support growth of Tax revenues over the next 36 months by:
1. Developing client revenues
2. Retaining current client relationships
Spearhead a program to develop process infrastructure to increase tax production
1. Utilization of a technology-based approach
2. Create a "light" process for less complex returns
3. Develop and implement a training program for staff
Work with Partners to assume daily responsibilities of tax department within 6 months.
1. Hire, train, and develop staff
2. Organize workflows to ensure production is meeting client deadlines, proper staff utilization, and increasing visibility of compliance workload.

Other Information:

We are generous when it comes to taking care of our professionals and staff members. Here is a brief summary of what we provide:

Medical Insurance
Dental Insurance
Life Insurance
401(k) Plan
Paid Time Off (PTO)
Paid Holidays
New Client Referral Rewards

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Sun, 05 Oct 2014 00:00:00 PDT 0 <![CDATA[Part Time Tax Manager ]]> Part Time Tax Manager

Our client, a well-established CPA firm located in Granada Hills seeks an Accounting and Tax Manager.

Successful candidates should have:

6+ years of recent experience in a CPA firm.
Review and/or prepare individual, corporate, partnership and fiduciary income tax returns
Able to prepare and review financial statements
Active CPA license is required
Manage and Supervise staff
Proficiency in QuickBooks, Lacerte, Microsoft Word and Excel
Strong Interpersonal skills and communication skills
Self-Starter
We offer competitive salary and benefits. No phone calls please.

Required experience:

CPA firm experience: 6 years
Required license or certification: CPA
Required education: Bachelor's

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Thu, 02 Oct 2014 00:00:00 PDT 0 <![CDATA[Audit Senior]]> Audit Senior

Our client is a full service accounting, auditing and financial services firm.

They are seeking a highly motivated and experienced audit professional to be part of a growing team.

They serve entrepreneurs and their closely held entities in healthcare, professional services, trucking, distribution, manufacturing and wholesale industries.

Position Summary

Reporting to the Audit Manager and having significant interaction with the firmâs other audit manager, partners and other department management, the ideal candidate will have strong technical skills and will be committed to become a Most Trusted Advisor to the firmsâ clients.

The candidate will actively contribute to the departmentâs process improvement initiatives; provide and accept training for audit department team members; and to support the firmâs growth by understanding and deploying the firm's various service initiatives.

The audit senior functions well in an ever-changing, challenging environment.

The audit senior will have interaction with all of the various service departments and administration team. This position will have direct client interaction throughout the year and will quickly become a client service manager (CSM), responsible for developing and implementing audit and consulting services for clients, as well as identifying and facilitating assistance for other clientâs needs.

Essential Functions of the Position

Technical Competence

Ability to design, applies and properly documents the entire audit approach (including the planning, interim, and final fieldwork).
Ability to design audit programs based on the audit plan; is effective at allocating work between interim and year-end fieldwork.
Ability to design program steps to test key controls.
Ability to understand the factors which contribute to business and professional risk and is learning to apply this knowledge to specific risk environments.
Ability to determine when sampling methods are appropriate, and can apply these methods effectively and interpret the results.
Ability to execute all aspects of fieldwork for recurring engagements with moderate direction from management.
Capable of auditing a basic tax provision.
Ability to integrate and coordinate internal audit procedures in the audit plan.
Knowledgeable about sources of accounting and auditing literature available for research and problem resolution.
Demonstrates working knowledge of specialized accounting and auditing areas.
Drafts/understands financial statements and related disclosures and other support with moderate supervision.
Recognizes and drafts appropriate audit reports for other than unqualified opinions.
Effectively utilizes the Firmâs accounting and reporting manuals and other Firmâs reference materials in the resolution of issues.
Exhibits the ability to document audit issues and conclusions reached.
Clearly documents the results of research and complex analyses and related conclusions.
Demonstrates professional concern and exercises due care with respect to work reviewed.
Performs thorough review of workpapers to assure audit steps have been completed, conclusions have been supported, and Firm policies have been met.
Has working knowledge in specialized areas/industry-specific accounting, regulatory and reporting matters.
Identifies and implements uses of computer applications on the engagement.
Prepares complex spreadsheets.
Demonstrates a thorough working knowledge and promotes the use of computers and Firm software and other commonly used application software.

Preferred Attributes

Successful applicants will have a minimum of 2-4 years audit experience in a CPA firm.
Active CPA preferred
Bachelorâs Degree in Accounting is required.
Strong project management and time management skills are necessary
Financial and accounting experience; ability and willingness to work with a significant degree of autonomy; creativity; high service orientation.
Customer service focus
Ability to get along well with diverse personalities, tactful, mature, and flexible.
Ability to operate independently and “self-manage” projects.
Result-and profit-oriented, with the ability to balance other business consideration.
Strong analytical and reasoning abilities.
High energy level, comfortable performing multifaceted projects in conjunction with normal activities.
Superior numeric skills.
Excellent written and verbal communication skills.
Ability to communicate and actively support the values of the firm and communicate these values to others

Travel

Must be willing and able to travel to clientâs office.

Compensation

We are generous when it comes to taking care of our professionals and staff members. Here is a brief summary of what we provide:
Medical Insurance
Dental Insurance
Life Insurance
401(k) Plan
Paid Time Off (PTO)
Paid Holidays
New Client Referral Rewards

]]> Thu, 02 Oct 2014 00:00:00 PDT 0 <![CDATA[Audit Senior]]> Audit Senior Top 100 accounting and consulting firm in the west region. Serving clients for over 50 years providing the services of a large firm with a blended environment of practices, services and industry specializations and continues to demonstrate renowned industry leadership year-over-year. The firm takes pride in client service and professional and personal advancement, as demonstrated by our program which promotes a culture of learning and growth through targeted development and leadership programs, together with a continual focus on client service and technological evolvement. Essential Functions:

Performs diversified accounting and auditing assignments under the direction of supervisor, manager or partner.
Demonstrates competency in technical skills, work quality, and application of professional and Firm standards.
Meets time constraints and client deadlines.
Builds client relationships and maintains smooth working relationship.
Works effectively within given budgetary parameters; assist staff in prioritizing and managing their workload. Approaches projects with a sense of urgency and is completion orientated.

Minimum Qualifications:

At least three (3) years of proven experience in public accounting, demonstrating a progression in complexity of auditing and accounting tasks and tax knowledge.
Bachelorâs degree in accounting, or Masterâs degree in accounting.
Minimum of forty (40) hours of continuing professional education is required each year.
Japanese bilingual is a must.

Affirmative action-equal opportunity employer and complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other category protected by applicable federal, state or local laws ]]> Wed, 01 Oct 2014 00:00:00 PDT 0 <![CDATA[Senior Tax Accountant ]]> Tax

The qualified applicant will have from 2 to 5 years experience preparing and/or reviewing individual and corporate income tax returns, along with performing simple to complex tax research. We would prefer individuals with experience in the international tax area, but such experience is not required, as we are willing to train the right person.

The individual filling this position will be responsible for assisting our Tax Partners and/or Managers in overseeing completion of corporate and individual tax returns. This will involve preparation and/or review of corporate tax returns (on a year-round basis), and review of individual tax returns (primarily during tax season), as well as preparation/review of corporate estimated tax vouchers and other miscellaneous tax returns. The individual will also be responsible for other miscellaneous tax projects, such as tax research, audit representation, transfer pricing studies, preparation of tax memoranda, etc.
]]> Wed, 01 Oct 2014 00:00:00 PDT 0 <![CDATA[Audit Senior]]> SENIOR AUDITOR

Currently seeking a Senior Auditor who is interested in being part of a fast paced learning environment. The successful candidate will have 2-4 years of recent experience in public accounting/auditing. A CPA candidate with audit experience in a large local CPA firm is highly desired. Must possess excellent communication, interpersonal skills and is able to meet deadlines. This is an excellent opportunity for someone seeking challenge within a growing, dynamic organization. Great benefits & salary package!

The Senior Auditor is responsible for the orderly completion of engagements including the day-to-day supervision of assistants, making the initial determination as to whether or not the engagement objectives have been met, and keeping the manager(s) and partner(s) informed of progress and unusual developments. The Senior Auditor will make the initial evaluation of the internal control structure, draft the work program and assist the manager(s) in preparing time and engagement budgets.

Essential Functions:

Regularly assess the status of department assistantâs work, review their progress and answer questions.
Monitor time spent on engagements, and, when required, propose to the manager any necessary modifications in the engagement work plan.
Responsible for the day-to-day, on-the-job training of assistants and concluding the engagement in an efficient manner.
Responsible for the detailed review of all working papers and the disposition of all follow-up items during the wrap-up of an engagement.
Review and approve all drafts of financial statements and accountantsâ reports prior to review by the manager(s) and/or partners(s).
Prepare workpapers and finacial statements (B/S, I/S, SCF) with full disclosures.
Responsible for coordinating the timely involvement of other firm personnel such as EDP and tax specialist and pre-issuance reviews.
Prepare written review of Staff Accountants, Semi-Senior Staff Accountants and Administrative Assistants in the department.
Record bookkeeping transactions and client accounting assistance.
Inquiry and analytical review.
Other duties as assigned.

Knowledge/Skills/Abilities:

Solid understanding of industry specific audit issues relating to NFP organizational issues and attest services in any of the following areas; financial statement audit, regulatory compliance, due diligence and structuring, process and controls, or assertions and agreements.
General knowledge of FASB regulations and GAAP
Must have a minimum of 3 years of previous experience supervising and training Staff and Senior Accountants.
Excellent verbal and written communication skills.
Presentation skills and strong organizational techniques are required
Highly motivated.
Capable of managing multiple client engagements in addition to completing tasks related to business development.

Able to attain visibility and recognition within your industry specialization and in your local market.
Time management /budgeting and supervision skills.

Minimum Position Qualifications: .

EDUCATION: Bachelor's degree in Accounting and CPA required; Master's degree in Business Administration or Taxation a plus. LL.M. in Taxation a plus.
EXPERIENCE: Minimum of 2-4 years of experience gained within a public accounting firm.
LICENSE/CERTIFICATION: Certified Public Accountant license required.

Preferred Position Qualifications:

Working knowledge of MS Office (primarily Word, Outlook, PowerPoint and Excel)
Knowledge of time record keeping software (Practice Solutions) a plus

Employee Benefits

We are generous when it comes to taking care of our professionals and staff members. Here is a brief summary of what we provide:

Medical Insurance*
Dental Insurance*
Vision Insurance*
Life Insurance*
Long-Term Disability*
401(k) Plan
Section 125 Plan
Supplemental Insurance
Paid Time Off (PTO)
Paid Holidays
New Client Referral Rewards
Employee Referral Rewards
Time off for CPA Exam**
Paid professional dues (AICPA, State Board and State CPA Society)

]]> Sat, 27 Sep 2014 00:00:00 PDT 0 <![CDATA[Senior Tax]]> Senior Tax Accountant Opportunity Snapshot
If youâre an experienced Senior Tax Accountant seeking an opportunity offering strong professional and career growth potential outside of the Big 4 paradigm, consider bringing your talent to this firm, a fast-paced, high-end CPA firm with a history of success.

This is a unique best of both worlds opportunity that will allow you to work on technically challenging projects and continue to grow your skills, while also finding that elusive work/life balance that so many in our business crave. Youâll take ownership of a newly created corporate tax role, added to support our strong growth, lead and mentor our staff, and work with high-profile companies on complex tax projects. The ideal candidate will be a detail-oriented, proactive professional and hardworking individual, who is willing to do whatever it takes to meet deadlines and get the job done correctly and in a timely fashion, and who has the desire to continue to develop his/her career. If that sounds like you, please consider joining our team.

We are an integrated accounting and consulting firm that focuses on providing professional services parallel to Big 4 and national accounting firms with the level of dedication one expects from a personal business advisor.

To be a strong fit for the role of Senior Tax Accountant, you will have:

3+ years of public accounting experience at a Big 4, or 5+ years of experience with a smaller firm
A current CPA license highly preferred; we will also consider candidates who have made significant progress toward earning a CPA
The technical knowledge to review consolidated and multi-state corporate tax returns and prepare/review FAS 109 calculations / FIN 48 documentation
Solid mentoring skills
The ability to decipher and resolve challenging tax issues
Excellent written and verbal communication skills

In addition, to be a good fit with our culture, you will need the following core competencies and characteristics:

The ability to tackle challenging and technically complex tax work, while also demonstrating the motivation and resourcefulness to excel in a smaller firm culture
A vested interest in your professional and personal successes; the desire to continue to develop your career, while also achieving your personal goals
Strong problem-solving skills, intellectual curiosity, and a drive to understand
An entrepreneurial mindset, self-motivation and the ability to achieve goals independently
Good organizational skills and the ability to prioritize competing tasks, anticipate resource needs, and meet deadlines
Strong team-building and interpersonal relationship skills
High energy, an upbeat and positive approach, and a team orientation

]]> Sat, 27 Sep 2014 00:00:00 PDT 0 <![CDATA[Tax Manager ]]> Tax Manager

Our client has immediate openings for a Tax Manager

For over two decades, they have delivered accounting expertise and real business results for clients in the U.S. and abroad.

As the biggest and one of the fastest growing CPA firms based in Southern California, we take pride in our client-centric approach, enabling us to consistently be recognized as one of the Top 50 CPA firms in the U.S. by the Public Accounting Report and Top 10 in the Los Angeles area.

Serving large local, national and international clients around the globe and provides businesses and individuals solutions in the areas of tax, audit, and business management.

Responsibilities

Provides top-level review of federal and multi-state income tax returns for individuals, partnerships, corporations, and trusts; also reviews related income tax workpapers.
Leads teams of seniors and staff accountants.
Oversees planning and scheduling of engagements.
Ensures quality of work product.
Monitors work-flow.
Coaches/mentors individual team members.
Provides formal and informal feedback.
Communicates progress to partners.
Develops business with both existing and new clients.
Develops and maintains strong client relationships with client personnel and prospective clients.
Works closely with clients to advise on income tax issues and related tax planning.

Skills & Requirements

Undergraduate degree in accounting; Master's in Tax a plus.
CPA certificate or JD.
A minimum of 5 years and up to 10 years of technical tax experience required.
Proficient in the taxation of partnerships, limited liability companies and other similar flow-through entities.
Knowledgeable about corporate tax issues, including tax provisions.
Knowledgeable about international tax issues - CFC's and PFIC's, ECI and FDAP
Thorough understanding of both accounting and income tax compliance issues associated with private equity.
Strong organizational and management skills.
Excellent written, oral communication and documentation skills.
Ability to articulate complex tax matters in "business" language.
Ability to integrate and team with others.
Ability to work effectively in a demanding, fast-paced and complex environment.
Strong team player with emphasis on the continued growth and development of team members.
Excellent analytical skills and judgment.
Proficiency in Microsoft Office computer programs; QuickBooks, or other accounting software, a plus.

JOB REQUIREMENTS

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Sun, 21 Sep 2014 00:00:00 PDT 0 <![CDATA[Audit Senior Associate]]> Under the general direction of a Manager/Director, the incumbent will perform audit responsibilities as described below.
Duties and Responsibilities:
The following reflects managementâs definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons.

Conducts and supervises fieldwork for teams assigned to client audits.
Supervises and trains staff and in-charge accountants as requested by Manager/Director.
Reviews and analyzes client internal controls.
Completes all financial statements and special services as assigned by Manager/Director.
Reviews reports, statements, and returns processed by administrative staff.
Reviews all work papers and financial statements before submission to manager.
Works directly with client to coordinate audit activities and plan. Ensures availability to answer client questions as requested by Manager/Director. Looks for opportunities to provide additional services to clients.
Plans engagements to achieve quality goals and reduce time required to perform an engagement.
Prepares audit programs and time budgets.

Qualifications: Education/Licenses:

A Bachelorâs degree (BA, BS) or equivalent in accounting or a related field
Valid U.S. CPA License strongly preferred

Experience:

Demonstrated skills, knowledge and abilities of an Experienced Audit Associate
Minimum of 2-3 full years of experience in public accounting Audit experience in the following sectors: private, government, non-profit

]]> Sun, 21 Sep 2014 00:00:00 PDT 0 <![CDATA[Audit Senior Associate]]> Under the general direction of a Manager/Director, the incumbent will perform audit responsibilities as described below.
Duties and Responsibilities:
The following reflects managementâs definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons.

Conducts and supervises fieldwork for teams assigned to client audits.
Supervises and trains staff and in-charge accountants as requested by Manager/Director.
Reviews and analyzes client internal controls.
Completes all financial statements and special services as assigned by Manager/Director.
Reviews reports, statements, and returns processed by administrative staff.
Reviews all work papers and financial statements before submission to manager.
Works directly with client to coordinate audit activities and plan. Ensures availability to answer client questions as requested by Manager/Director. Looks for opportunities to provide additional services to clients.
Plans engagements to achieve quality goals and reduce time required to perform an engagement.
Prepares audit programs and time budgets.

Qualifications: Education/Licenses:

A Bachelorâs degree (BA, BS) or equivalent in accounting or a related field
Valid U.S. CPA License strongly preferred

Experience:

Demonstrated skills, knowledge and abilities of an Experienced Audit Associate
Minimum of 2-3 full years of experience in public accounting Audit experience in the following sectors: private, government, non-profit

]]> Sun, 21 Sep 2014 00:00:00 PDT 0 <![CDATA[Tax Manager]]> Tax Manager

Our client has immediate openings for a Tax Manager

For over two decades, they have delivered accounting expertise and real business results for clients in the U.S. and abroad.

Serving large local, national and international clients around the globe and provides businesses and individuals solutions in the areas of tax, audit, and business management.

Responsibilities

Provides top-level review of federal and multi-state income tax returns for individuals, partnerships, corporations, and trusts; also reviews related income tax workpapers.
Leads teams of seniors and staff accountants.
Oversees planning and scheduling of engagements.
Ensures quality of work product.
Monitors work-flow.
Coaches/mentors individual team members.
Provides formal and informal feedback.
Communicates progress to partners.
Develops business with both existing and new clients.
Develops and maintains strong client relationships with client personnel and prospective clients.
Works closely with clients to advise on income tax issues and related tax planning.

Skills & Requirements

Undergraduate degree in accounting; Master's in Tax a plus.
CPA certificate or JD.
A minimum of 5 years and up to 10 years of technical tax experience required.
Proficient in the taxation of partnerships, limited liability companies and other similar flow-through entities.
Knowledgeable about corporate tax issues, including tax provisions.
Knowledgeable about international tax issues - CFC's and PFIC's, ECI and FDAP
Thorough understanding of both accounting and income tax compliance issues associated with private equity.
Strong organizational and management skills.
Excellent written, oral communication and documentation skills.
Ability to articulate complex tax matters in "business" language.
Ability to integrate and team with others.
Ability to work effectively in a demanding, fast-paced and complex environment.
Strong team player with emphasis on the continued growth and development of team members.
Excellent analytical skills and judgment.
Proficiency in Microsoft Office computer programs; QuickBooks, or other accounting software, a plus.

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Sat, 20 Sep 2014 00:00:00 PDT 0 <![CDATA[Audit Senior]]> AUDIT SENIOR

POSITION SUMMARY

Our client is a highly regarded regional CPA firm providing audit, tax, and advisory services to a variety of business enterprises.

They are seeking a highly motivated and experienced audit senior professional to be part of a growing team.

The Audit Senior is involved in audit engagements, with particular focus on complex phases, including planning and wrap-up. In this role, the Audit Senior regularly resolves technical issues, analyzes challenging areas of the audit, and is responsible for supervising and training staff in certain areas of the audit. The Audit Senior will also interact with members of the team at all levels, as well as client personnel, to communicate issues encountered throughout the audit and find solutions.

KEY RESPONSIBILITIES

Understand audit methodology and objectives, and effectively explain technical issues to staff.
Prepare concise and accurate work papers, which properly communicate the unique issues of the area being tested.
Build effective working relationships with client personnel and coordinate audit requests, so as to meet time constraints and client deadlines.
Maintain contact with the client throughout the year and develop a thorough understanding of all facets of the clientâs business.
Create a team environment and proactively demonstrate what it means to be a team player to other staff.
Provide a sense of direction and purpose for staff members, while earning the trust of coworkers and client representatives.
Communicate the status of projects regularly and identify areas for audit efficiencies, utilizing available technology tools or new testing methods.
Prepare and actively participate in firm sponsored and outside training, while keeping current on business and technical issues.
Participate in community and professional organizations and maintain college peer network.

KEY QUALIFICATIONS

Bachelorâs degree in accounting or Masterâs with an emphasis in accounting
CPA license holder or eligible to sit for the exam and actively pursuing
Two or more years of relevant experience in public accounting with experience in complex audit issues
Audit experience with oil & gas is preferred, but not required

COMPENSATION & BENEFITS

Highly competitive compensation package
Straight time paid for hours worked in excess of 40 hours/week
Available CPA bonus and reimbursement for CPA fees
Extensive options for internal and external training
Generous paid time off
Attractive health, dental, and eye insurance coverage
A fun culture of teamwork with frequent and effective communication

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Tue, 16 Sep 2014 00:00:00 PDT 0 <![CDATA[Accounting Director Tax]]> Tax Director

Summary:

Our client is a full service public accounting firm that is consistently ranked as a top 100 firm nationally.

As part of their growth strategic plans, we are looking to fill an exceptional opportunity for a Tax Director

JOB DESCRIPTION

The Tax Director responsible for the efficient, accurate, complete, and timely preparation of all clientsâ tax returns. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required.

The Director makes decisions on all but the most unusual tax situations.

Essential Functions:

Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary.
Demonstrates thorough knowledge and proficiency in advanced technical skills necessary for advising clients.
Performs all task related to client service and sees that assignments are accomplished within budgeted time.
Delegates and manages tax research projects to achieve an accurate and efficient product.
Participates actively in client meetings and tax planning efforts to assist the Auditing and Accounting Department with larger clients.
Acts as a resource for tax preparers/specialists and A&A staff on specific tax issues and/or questions.
Assumes tax preparation responsibility for the more complex business returns.
Assumes client service responsibility for clients the Tax Manager works directly with or clients where the responsibility is delegated from the Partner.
Communicates to the appropriate firm personnel important tax and tax developments affecting the firmsâ clients.
Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities.
Maintains familiarity with qualifications of all tax staff members; reviews staff assignments for appropriateness.
Supervises tax staff and provides on-the-job training.
Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, development training aids, and acting as an instructor in professional development programs.
Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clientsâ tax returns.
Adheres to accurate and timely billing and collection processes are made.
Possesses a complete knowledge of the firmsâ philosophy and its opinions on tax matters.
Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.

Nonessential Functions:

Prepares other reports and projects as requested from time to time by the partners.
Researches and evaluates tax preparation and tax research software for recommendation to partners.
Participates in firm practice development efforts through involvement with referral sources, community and industry activities.
Promotes the most efficient operations of the Firm and supports compliance guidelines in managing others.
Performs such other duties as may be assigned.

Knowledge, Skills and Abilities:

Demonstrated knowledge of current tax laws.
Proficiency in use of computer tax preparation, tax research, and tax planning software programs.
Ability to organize work and projects, prioritize and meet deadlines.
Ability to complete work in an efficient and accurate manner.
Ability to reason and effectively multi-task.

Supervisory Responsibilities:

Responsible for the development, coaching and training of Managers, Supervising Seniors, Seniors, Semi-seniors and Staff accountants.
Must be familiar with the qualifications of all Tax staff members for the development and instruction of their training needs.
Participates in reviews and evaluations of the Tax Department.

Working Conditions:

Occasional same day travel for work at clientsâ offices, meetings, and seminars using a personal vehicle.
Occasional out-of-town travel with overnight stay for work at clients, meetings, or seminars using a personal vehicle.
Occasional overtime work required throughout the year. Heavy overtime work required from January 1 to April 15, may be in excess of 55 hours per week.
Minimal Hazards.
General office working conditions.

Requirements - Minimum Qualifications:

At least five yearsâ tax management experience in public accounting, demonstrating a proven progression in tax complexity, scope, and research.
At least two (2) yearsâ experience representing clients before taxing authorities.
Minimum one (1) year experience supervising and directing work of tax preparers.
Bachelorâs degree in accounting required, Masterâs degree in taxation preferred.
Minimum of forty hours of continuing education is required each year to maintain and develop technical and business skills.
A current and valid certified public accountantâs license is required.
Must be a member in good standing with the American Institute of CPAs.

Success Factors:

Participates in career development program to improve managerial, communication and interpersonal skills.
Outstanding oral and written communication skills,
Excellent interpersonal skills

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Tue, 16 Sep 2014 00:00:00 PDT 0 <![CDATA[Tax Manager]]> Tax Manager

Due to our recent growth, we are looking to add a new tax manager to our team. This is a newly created opening on our team.

Location:

We have one opportunity in our Glendale, California office.

About the Position

You will be in charge of corporate and individual tax engagements and tax planning services. You will have frequent and direct contact with your clients. In this hands-on position, you will be involved in tax return review, tax planning, in-depth tax research, and client consultation. You will report to the firm partners. Your ability to research complex tax issues, combined with your high level of professionalism, will bring added depth to our tax department.

Responsibilities Include:

Supervise the preparation of all entity-type and individual tax returns (1120S, 1120, 1065, 1041, 1040)
Review all types of income tax returns for correctness and completeness
Teach tax staff about proper preparation of returns, preparation of workpapers
Supervise and review year end tax planning and projection work performed by staff
Communicate with clients regarding tax return and projection preparation processes
Mentor staff regarding professional career progress
Lead tax planning & research
Approximate expected chargeable hours of 1,500
Work with marketing, including limited networking and business development activities

Basic Qualifications:

5+ years supervising tax engagements
7+ years of general public accounting experience
CPA required with current license (or ability) to get licensed in the state of California
BS degree in Accounting required
MS, Tax beneficial
Highly organized, ability to work well under pressure, and handle multiple projects
Strong background in MS Excel
Ability to build and maintain positive relationships
Outstanding interpersonal and communication skills
Ability to adapt quickly and learn new tasks independently
Customer service oriented
Experience with ProSystem Fx software (Tax, Engagement, Practice Management, Planning and Document), XCM, and QuickBooks beneficial, but not required

]]> Tue, 16 Sep 2014 00:00:00 PDT 0 <![CDATA[Audit Senior]]> AUDIT SENIOR

We offer competitive salaries, excellent benefits, opportunities for professional growth, and a positive work environment.

Audit Senior candidates should possess the following qualifications:

A CPA candidate or certificate
At least 2 years of recent audit experience in a CPA firm
A four year degree in accounting
Responsible for implementing and performing engagement procedures
Experience reflecting an increasing level of responsibility for projects in which you were responsible for implementing and performing engagement procedures, documentation of findings, preparation of financial statements and footnotes, and staff supervision
Strong computer and communication skills
An ability to work within a team framework

This position offers great opportunity for challenge and growth. If you are interested in expanding your abilities and joining a dynamic team, please send cover letter, resume, and salary history
]]> Mon, 15 Sep 2014 00:00:00 PDT 0 <![CDATA[Senior Tax Manager Tax Director ]]> Senior Tax Manager

Seeking qualified business professionals to join our team.

Our ideal candidates share our desire to provide the most quality service experience for our clients. They exude professionalism, are extremely knowledgeable and have invested time and energy into their education and careers.

We offer a comprehensive benefits package that is far superior to others in the industry. We support and value our team members and believe that their dedication and hard work should be rewarded.

Our ideal candidates share our desire to provide the most quality service experience for our clients. They exude professionalism, are extremely knowledgeable and have invested time and energy into their education and careers.

We offer a comprehensive benefits package that is far superior to others in the industry. We support and value our team members and believe that their dedication and hard work should be rewarded. We offer the following benefits to eligible employees:
]]> Wed, 10 Sep 2014 00:00:00 PDT 0 <![CDATA[Staff Accountant - Bookkeeper]]> Staff Associate Accountant (Bookkeeper)

Dynamic and rapidly growing Orange County boutique CPA firm (with an additional location in San Diego) is looking to immediately add a Staff Associate (Bookkeeper).

A CPA or CPA candidate is a plus. Additionally, it is preferred that the candidate be a self-starter, one who is willing to learn and eager to be responsible for undertaking many different types of tasks in a professional environment.

Specifically, the job requirements are as follows:

Possess significant bookkeeping proficiency
Possess significant experience utilizing QuickBooks and/or Peachtree
Ability to work with basic accounting concepts, such as, booking of journal entries, reviewing of a trial balance, reconciliation of net assets and creating basic financial statements
Possess significant experience working in Excel, Word, PowerPoint, Outlook and Adobe
Strong written and verbal skills

Potential job duties are as follows:

Undertake bookkeeping functions for various clients
Undertake bookkeeping consulting projects for various clients
Prepare compiled financial statements for our clients
Prepare filings for various state regulatory agencies
Prepare federal and state tax returns for a variety of different types of clients

Potential candidates should expect to be able to demonstrate the above referenced job requirement skills as part of the interview process. When submitting your resume, please include a cover letter that specifically, but briefly. outlines your relevant experience. Salary is negotiable and dependent upon the experience and background of the candidate. We offer a competitive salary and benefits package, great learning opportunities, the possibility of a flexible work schedule and a stress-free working environment
]]> Fri, 05 Sep 2014 00:00:00 PDT 0 <![CDATA[Audit Staff Experienced]]> Experienced Audit Staff

Summary:

Our client is one of the largest Los Angeles-based public accounting firms serving businesses and individuals in the areas of tax, assurance, accounting, business consulting, and business management.

As part of their growth strategic plans, we are looking to fill an exceptional opportunity for an experienced audit staff that have between one and two years of public accounting experience providing audit services.

Job Responsibilities

Performing audit procedures on balance sheet and income statement account s in accordance with Generally Accepted Auditing Standards
Basic planning of audit fieldwork, monitoring budgets, and performing risk assessment
Demonstrated expertise in the application of GAAP and financial reporting
Direct contact with clients to discuss and resolve audit-related issues
Preparation of financial statements, reports and accompanying disclosures
Determining and suggesting ideas for improvement to operations, accounting systems and reporting
Effectively communicating project status to team members

Candidate Requirements

Bachelorâs degree in accounting or business, or graduate degree in accounting
Accounting, business and ethics requirements to comply with the California Board of Accountancy “150-Hour Rule” for licensing as a CPA
One to two years of public accounting experience in audit or tax services
Proficiency in Microsoft Word and Excel
Successful completion of some or all parts of the Uniform CPA Examination
Experience working with teams, ability to teach and serve others
Strong verbal and written communication skills.

Other Information:

Equal opportunity employer
Competitive base salary plus bonus and paid overtime hours worked.
Benefits include medical, dental and vision insurance, 401 (k) plan (and match), graduate school support

To apply, send resume in word format with current salary for review and immediate interview.
]]> Wed, 03 Sep 2014 00:00:00 PDT 0 <![CDATA[Senior Staff Accountant (Audit & Tax)]]> Senior Staff Accountant

Company Description:

Our client is a dynamic large-local CPA firm in Woodland Hills. Established in 1942, our 5 partner practice serves a diverse client base of different sizes and industries.

We are a full-service firm that handles all of our clients accounting, tax and consulting needs. Because our clients are small to medium size companies, our staff develop a more well-rounded business experience while servicing them. We do NOT have departments. We have remained successful over the years because of our young and energetic staff looking to take the firm to the next level, our understanding of the work-life balance needs and having a firm culture of teamwork.

+ VISION +

They are a leading local firm offering valuable services to small and medium businesses, their owners and other successful individuals in the Southern California area.

+ Mission Statement & Noble Cause +

They are dedicated to implementing strategies that enhance the well being of our team and the clients we serve.

They are a full-service public accounting firm servicing privately held clients, including tax preparation, tax planning, tax audit representation, compilations, reviews and audited financial statements, estate tax and planning, consulting, hiring services, succession planning, and management advisory services to name a few.

Our business clients range from $3M - $300M in annual revenue and are mostly concentrated in Southern California, but many have operations in every state in the U.S. and internationally.

The Learning and Training Culture of our firm requires each professional to be cross trained to be able to provide tax and accounting experience to our clients to give that personal touch.

The size of our firm affords us the ability to provide a "family style" atmosphere to our clients...come join the family!

Competitive Benefits offered.

Minimum Experience Required:

3-15 years of experience in local to mid-size public accounting firms
Must have a valid CPA license
Must be proficient in A&A
Must be proficient in tax (individual, entities, trusts and estates), accounting and financial statement preparation
Must be proficient in Lacerte, MS Office and CCH Engagement Fx
Must have knowledge of document management systems
Must have experience supervising staff

Responsibilities:

Preparation of individual income taxes (intermediate to advanced)
Preparation of entity income taxes (intermediate to advanced) C & S Corps, Partnerships, LLCâs, Trusts and Estates
Tax Planning for individuals and entities
May conduct personal income tax interviews with clients
Preparation of Compilation, Review and/or Audited Financial Statements
Assist Partner with consulting projects
Report to Supervisors and Partners
Effectively manage multiple client projects with direction from Supervisors
Participate in employee evaluation process
Must practice excellent written and verbal communication skills
Chargeable hour goal: 1,700 hours
Some client travel will be required
Must participate in the firmwide marketing plan

Skills and Expertise:

They participate in several Compensation and Benefits surveys with other CPA firms to stay competitive. We are looking for candidates that:

Have the desire to be a leader
Have a positive attitude
Want to be part of a team
Want to learn and grow
Want to be held accountable and hold others accountable
Effectively supervise staff
Multi-state and international tax experience is a plus

Perks include:

401k with matching
Group Medical Insurance
FSA Plan
Dental/Eye Care Reimbursement Plan
Personal Time Off
Group Life Insurance
Long-Term Disability
Jury Duty pay
Free Covered parking
Fun Firm outings
Paid Continuing Education
Tax Season Dinner allowance
State-of-the-art computer equipment
Please email us your resume and salary requirements.

Employment Type: Full-Time

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate
]]> Wed, 03 Sep 2014 00:00:00 PDT 0 <![CDATA[Tax Senior Accountant ]]> TAX SENIOR

The Tax Senior is responsible in supervising all tasks associated with tax engagements, including the mentoring and training of staff, working closely with partners and management in the review of tax returns for corporations, partnerships and individuals in addition to review and preparation of income tax provisions. The minimum qualifications for the Tax Senior/Supervisor position are:

Bachelorâs degree in Business Administration, preferably with a major in Accounting or its equivalent, and preferably a CPA; Master of Taxation degree a plus.
3 to 6 years of tax and accounting experience within a public accounting firm; Big four or large regional firm experience a plus.
Proficiency in corporate, partnership and individual taxation, including the ability to review returns prepared by staff and to provide planning, research and compliance services to our clients; Familiarity with fiduciary returns a plus.
Experience in FAS 109 a plus, but not necessary.
Strong organizational skills and the ability to manage multiple client engagements.
The ability to supervise staff associated with tax engagements, including mentoring and training of staff.
Excellent oral and written communication skills.
Strong computer skills, working knowledge of MS Word and Excel, familiarity with ProSystem Tax software a plus.

]]> Thu, 28 Aug 2014 00:00:00 PDT 0 <![CDATA[Manager, Tax]]> Prestigious San Francisco CPA firm seeks a Tax Manager who is energetic, motivated and looking for opportunities for Partner level advancement in a challenging and rewarding work environment.

Combining modern teamwork ideals and a commitment to develop each team memberâs potential, we pride ourselves on providing exceptional client service. Our firm has nine partners and a total professional staff of over 60. Our client base includes a variety of closely-held small businesses, high-net worth individuals and fiduciary entities.

Responsibilities

General business and tax advisory role for clients. Heavy client contact and consultative approach
Tax review: Individual, corporate and partnership returns, some multi-state returns and non-profit
Research tax and reporting issues to ensure proper presentation and disclosure
Maintain excellent relations with each of the partners, assisting them in meeting commitments to clients
Opportunity to develop your own client relationships
Identify and deliver additional small-business consulting services as needed
Identify opportunities for additional client services and firm growth

Desired Background

Minimum of six years in public accounting taxation
Partnership tax expertise
Real Estate industry experience a plus
Big 4 or national firm experience preferred
Effective communication skills
Ability to interface with multiple client engagements
Solid understanding and experience in accounting skills
Current CPA License

Attractions

Competitive salary, commensurate with experience
401(K) Plan with an annual employer contribution
Section 125 (Cafeteria) plan
Medical, Dental, Life and Disability insurance plans
Generous 6 weeks PTO policy
8+ Paid Holidays
Extensive continuing education and training opportunities, including advanced-degree courses

]]> Wed, 27 Aug 2014 00:00:00 PDT 0 <![CDATA[Audit Senior / Supervisor]]> Audit Senior/Supervisor

Prestigious San Francisco CPA firm seeks an Audit Senior/Supervisor who is energetic, motivated and looking for opportunities for Manager level advancement in a challenging and rewarding work environment.

Combining modern teamwork ideals and a commitment to develop each team memberâs potential, we pride ourselves on providing exceptional client service. Our firm has nine partners and a total professional staff of over 100. Our customer base includes a broad base of financial statement clients including closely held businesses and nonprofit organizations.

Responsibilities

Adhere to Firm policies and support Firm objectives and goals
Demonstrate ability to supervise medium to large sized engagements
Demonstrate a thorough understanding of a client's business, systems and procedures in identifying and solving client problems
Develop time/revenue budgets for assigned personnel and work with them to fulfill their requirements
Develop client development skills
Provide technical and professional leadership to team members
Assume primary responsibility for engagement completion
Develop and monitor goals for the individual Personnel Business Plan which includes the Productive Hourly Budget, Marketing Plan and the responsibilities listed above

Desired Background

3 - 5 years licensed CPA public accounting experience in performing audits
Experience in supervisory audits of private companies and non-profit organizations
Strong accounting skills and knowledge of accounting principles and practices
Excellent technology, written and verbal communication skills
Ability to work in paperless environment and a working knowledge of Word and Excel. Experience with Engagement is a plus
Demonstrated leadership skills

Attractions

Competitive salary, commensurate with experience
Generous PTO policy
8+ Paid Holidays
Lots of flexibility and work from home
Extensive continuing education and training opportunities, including advanced-degree courses

]]> Wed, 27 Aug 2014 00:00:00 PDT 0 <![CDATA[ Senior Tax]]> Senior Tax Associate

Position Information

Looking for a Senior Tax Associate interested in growing their career. This position will assist in preparation and review of tax returns, provide client service and relationship management, assist with M&As as well as provide business consulting.

Candidates that fit our culture will have a desire to interact and manage client relationships, enjoy working as part of a team, and have a desire for future growth.

The Group exists to improve the lives of our people, clients and communities. Our vision is to be a long lasting business with an entrepreneurial spirit that drives our desire to be leaders in the markets we serve. With 300 + employees across seven office locations from Alaska to Southern California, we are proud of being recognized as a Healthiest Employer, Best Places to Work and Most Admired Company.

Responsibilities

Develop relationships with client personnel responsible for tax issues
Research and propose resolution to technical tax matters
Prepare and review income tax returns including consolidated and multi-state tax returns
Provide effective project management
Inspire teamwork and responsibility with team members
Use current technology and tools to enhance the effectiveness of deliverables and service
Build on technical competence by keeping up-to-date on trends, developments, and technical authorities

Qualifications

3-4 years recent experience in public accounting with a primary focus on tax or business consulting
Ability to supervise others
Excellent research and writing skills
Bachelorâs degree in Accounting, Finance or other related field from an accredited college/university
Successful completion of the CPA exam, licensed CPA or JD
Willingness to take "ownership" of the client
]]> Tue, 05 Aug 2014 00:00:00 PDT 0 <![CDATA[Business Management Manager]]> Business Management Manager

Business Management Group

Our client is an accounting firm specializing in business management for clients in the entertainment industry. They are seeking a manager to oversee the Business Management department at the firm.

This is a full time position offering excellent benefits.

Responsibilities:

1.       Administer software system (Datafaction/Imaging) for the department

2.       Support technical and procedural operations in a team based environment

3.       Implement procedures and provide training for new personnel and on-going training for staff

4.       Schedule, organize and conduct routine meetings with the department

5.       Drive, direct and participate in special projects

6.       Develop standards and statistics to measure and report performance

Key Result Areas:

1.       Demonstrate leadership, team building, and motivational skills

2.       Identify accounting issues and risks. Manage the resolution process

3.       Maintain a documented system of accounting policies and procedures

4.       Understand, apply and adhere to applicable accounting policies and principals

Skills and Experience:

1.       A minimum of 5 years Operational and Administrative support experience in a team based environment preferably for a Business Management Accounting Firm

2.       Leader who can motivate an accounting team to achieve operational excellence and strategic goals

3.       Solid communication and relationship management skills; ability to develop relationships both internally and externally

4.       Highly organized with the ability to work independently

5.       Flexible and proactive with a high degree of decision-making capacity

6.       Results-oriented; ability to handle multiple, time sensitive projects while maintaining quality work product.

7.       Strong conceptual and analytical skills

8.       Knowledge of Datafaction/Imaging software

9.       Bachelorâs Degree in Accounting or Finance

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Fri, 25 Apr 2014 00:00:00 PDT 0