https://JOBS.REGALEXECUTIVESEARCH.COM/ en-us 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

• 3–5 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

• Bachelor’s 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 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 years’ experience
• Property management experience

]]> Wed, 11 Sep 2024 00:00:00 PDT 0 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 company’s 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 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 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 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

Bachelor’s 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 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.
• Bachelor’s degree in accounting, or Master’s 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 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:

• Bachelor’s 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 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 Company’s 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 Company’s 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 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

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 Tax Manager
 

Well-established medium sized West LA Firm with excellent benefits has an immediate opening for a full time Tax Manager.  Our firm’s 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+ years’ of experience in public accounting
• Bachelor’s 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 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 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 (KPI’s) 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 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 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 client’s 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

 
]]> Tue, 24 Aug 2021 00:00:00 PDT 0 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 Senior Accountant - Business Manager
 

Large accounting and consulting firm in west Los Angeles providing the services of a large firm with a blended environment of practices, services and industry specializations

The firm takes pride in client service and professional and personal advancement, as demonstrated by our programs 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.

 

Key Responsibilities:

 

• 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 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 firm’s 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 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 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, director’s fee, etc.);
• For Geneva clients, performs pricing of funds’ investments using prices from external sources;
• Uploads daily trade transactions from the prime broker’s 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, investors’ monthly and YTD allocations, capital letters, summary of expenses, schedule of management fees, etc.);
• Ensures that the monthly partners’ 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 clients’ 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 fund’s financial statements and works closely with the respective fund’s 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 Bachelor’s 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 Senior Fund Accountant - Senior Fund Administration Associate

 

Qualifications:

 

• Graduate of Bachelor’s 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 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 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 they’re not bringing one with them

 

Desired Skills & Experience:

 

• CPA with a Bachelor’s Degree, Masters in taxation preferred.
• Minimum 10 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.

]]> Wed, 26 May 2021 00:00:00 PDT 0 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 client’s 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. – acquisitions & divestitures, stock offerings and dept raises, IPO’s).
• Review of Consultants’ deliverables of financial and regulatory information in accordance with SEC and regulatory requirements (i.e. – 10K’s, 10Q’s, S-1 and S-4 filings, audit coordination). 
• Research & documentation projects related to new ASC accounting standards (i.e. – 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 Consultant’s overall experience.
• Participate in the firm’s recruiting efforts, client relationship building and business development efforts.

Who you are:

• Undergraduate degree in Accounting – CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting.
• 3 to 6 years’ 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 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 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 client’s limited partners and shareholders requesting assistance on capital account information, subscription and redemption procedures, audit confirmations, in coordination with the client’s investor relations personnel;
• Directly communicates with client’s investment managers and prime brokers and handles requests from them;
• Manages client’s 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 Firm’s 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 Firm’s 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 staff’s output;
• Develops staff thru regular coaching and provides timely performance evaluations, communicates job expectations, and monitors staff’s 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 Bachelor’s 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 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 – 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 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 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 years’ 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:
 

• Master’s 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 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 firm’s 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 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 funds’ 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

 

Bachelor’s 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 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 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 clients’ 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 clients’ industries and recognize business trends, emerging industry and technical developments and key performance drivers impacting clients’ 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 clients’ 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 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

]]> Mon, 22 Mar 2021 00:00:00 PDT 0 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 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 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 IPO’s, 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 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 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 Senior Tax Manager/Director – 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 firm’s not-for-profit tax practice which includes 100 – 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 Senior Tax Manager/Director – 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 firm’s not-for-profit tax practice which includes 100 – 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  

Tax Manager

 

We are seeking a Tax Manager for our Los Angeles office

Qualifications:
 

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

 

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

Prestigious CPA firm in Beverly Hills looking for an experienced accountant with a minimum of 3 years’ 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+ years’ 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 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
  
• 
  Bachelor’s 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 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 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 you’re a candidate with this type of background please apply send your resume over!
]]> Sat, 02 Jan 2021 00:00:00 PST 0 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 – 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 – Provide the primary oversight, preparation, and coordination of tax compliance efforts
• Transaction – 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 – 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 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 funds’ 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 you’re a candidate with this type of background please send apply and your resume over!
]]> Sat, 02 Jan 2021 00:00:00 PST 0 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 engagements—audits, 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 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 SENIOR ASSOCIATE – 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 staff’s 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 Bachelor’s 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 Tax (Manager or Senior Manager)

 

Qualifications:

 

• Graduate of Bachelor’s 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 TREASURY ASSOCIATE

 

The Treasury team plays a critical role in our company serving as the gateway to our Client’s 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:

 

• Bachelor’s 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 Investor Relations / Anti-Money Laundering (AML) [Associate]

 

Qualifications:

 

• Bachelor’s 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 Tax Manager

 

WHAT YOU’LL 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 client’s 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 CCH’s ProSystem Axcess software and Engagement software packages is expected and if you have experience in these, that’s 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 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

AP

• Handle accounts payable functions
• Monitor company’s 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 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 Tax Senior Accountant (Los Angeles)

Position Description:

EOS’s 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 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 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 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.
• Bachelor’s 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 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.
• Bachelor’s 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 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 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 managers’ offices
• Filing/document organization – 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 
• Bachelor’s Degree, Master’s Degree or JD a plus.

]]> Tue, 16 Jun 2020 00:00:00 PDT 0 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 client’s 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.
• Bachelor’s degree in accounting, or Master’s 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 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 firm’s commitment to client service is personable, value-added and cost-effective. Our goal is to exceed your expectations on every engagement. We share our clients’ vision to improve profitability, enhance growth, avoid financial pitfalls, minimize taxes and preserve wealth. It’s 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 team’s 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 Bachelor’s 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 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 Bachelor’s degree in Accounting
• Master’s 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 Remote Audit Senior / Manager – 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 employee’s 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+ years’ experience

 

Non-Profit experience is a plus but not required
]]> Fri, 03 Apr 2020 00:00:00 PDT 0 Forensic Accountant – 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 years’ experience in a similar role
• Bachelor’ 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 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 Account Manager - Senior Accountant - Business Management

 

Summary:

Performs day-to-day full charge bookkeeping functions for clients.

 

Essential Functions:

1. 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.
2. Prepares journal entries.
3. Performs bank reconciliations and traces discrepancies.
4. Receives and inputs clients’ accounts payable invoices and generates payments.
5. Prepares appropriate schedules and reports as requested by clients and partners.
6. Handles clients’ payrolls.
7. On rare occasions might be required to spend time at clients’ offices for special projects, client personnel training, setting up of accounting systems, and performing tasks at client’s office which are outlined in 1 thorough 6 above. This might require traveling to clients in Los Angeles.
8. Month-end and Quarter-end duties include compilation of financials, sales tax and payroll tax returns.
9. Reviews 1099's and W-2's prepared for clients.

 

Nonessential Functions:

1. Performs other duties as assigned from time to time by accountants, managers or partners.

 

Knowledge, skills and abilities:

1. Solid background in Bookkeeping.
2. Ability to perform several tasks concurrently with ease and professionalism.
3. Ability to operate ten-key calculator, computer, and other general office equipment.
4. Knowledge of computerized accounting, but must be able to do a manual set of books.
5. Knowledge of regulatory requirements of processing payroll accounting transactions and payroll returns.
6. Datafaction with Imaging required.

 

Supervisory Responsibilities: None

 

Working Conditions:

1. Some Overtime during December, January and February.
2. On rare occasions same day travel for work at clients’ offices, meetings, and seminars using a personal vehicle.

 

Minimum Qualifications:

1. Minimum of four years responsible accounting or bookkeeping experience including accounts payable, accounts receivable, payroll, general ledger and financial reports.
2. Must have a valid driver’s license.

 

Success Factors:

1.  Ability to communicate clearly and concisely, verbally and in writing, in English.
2. Must be able to keep client matters strictly confidential.
3. 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 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 JE’s 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 JE’s, run preliminary GL, Review GL and make any needed JE’s
• 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 RFQ’s
• 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.
• 1099’s
• Respond to any of the CEO’s requests

Qualifications

• Bachelor’s 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 Accounting Consultant  

 

Apply now to start working with many of the nation’s 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 – Certified Public Accountants, Accounting Managers, Financial Reporting Managers, Senior Accountants, Audit Managers, Audit Seniors, etc. – 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 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 years’ 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 Audit Staff - Experienced Audit Staff - Audit Senior

Job Summary:

Top 100 Firm and an 9-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:

• 1 -3 years of public accounting experience.
• Undergraduate or master’s 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 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
• 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 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 YOU’LL 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 clients’ balance sheet and income statements.
Ensure the completion of clients’ 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 YOU’LL NEED

5+ years Public Accounting experience, including management of audit engagements.
2+ years’ experience in a Manager role preferred.
Bachelor or Master’s 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 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 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 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 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

• Bachelor’s 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 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 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 companies’ 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 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:

• Bachelor’s 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 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 Firm’s 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 firm’s 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 client’s 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 Firm’s 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 CPA’s in discharging their professional responsibilities.
• 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:

• Bachelor’s 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 Forensic Accountant - CPA Required

Are you a CPA who is ready for new and stimulating work, paired with the work/life balance you’ve 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 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 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 firm’s 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

• Bachelor’s degree in finance, accounting or similar; MAcc or MBA preferred
• Minimum 5 years’ 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 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 years’ 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 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 • Bachelor’ 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 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 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 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
• Bachelor’s 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 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 – 3-year partner track

 

Requirements

 

8 + years’ 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 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 Senior Accountant - Tax & Business Management

In search of an exceptional candidate to join our team at the senior accountant / junior manager level.  Our core client base is the entertainment industry – actors, directors, producers, writers, studio executives, musicians, commercial production companies and more – with a variety of other high net worth individuals and successful businesses.  For a majority of our clients, we function as a full back office, taking care of every aspect of their financial lives - paying their bills, keeping both personal and corporate books, tax preparation & compliance, assisting with large purchases (homes/cars/boats/helicopters/planes), planning for retirement, and making sure that all of their assets and income streams are protected or insured. 

We’re looking for a dynamic individual, with strong written and verbal communication skills, who can think on their feet, manage their time well, and thrive in a fast-paced environment.  A candidate should have 5 years’ experience in tax preparation (review a plus) for individuals, partnerships, corporations, S-corporations, and trusts (foundations and gift/estate returns a plus).  A strong background in accounting is necessary, as you will frequently interface with the bookkeeping department to review GL details and assist with complex journal entries.  This position also entails doing tax planning & projections, tax research, dealing with the IRS and various state governments on client matters, preparing and reviewing cash flow projections and other materials to present to clients, and various special projects.  Opportunities for advancement abound, and we offer very competitive salaries, generous performance-based bonuses, and  a full package of benefits. 

 

In summary, the criteria/job description for this candidate is:

 

• 5 years+ tax preparation for high net worth Individuals, partnerships, corporations, S-corporations, trusts and foundations (review is a plus)
• Strong written and oral communication skills to help run client relationships
• Ability to reconcile tax documents
• Year-end tax and financial planning and corporate year-end close-outs
• Review quarterly and annual general ledgers and assist bookkeepers with recording complex journal entries
• Ability to perform tax research
• Experience dealing with IRS, FTB and local taxing authorities on client matters
• Preparing and reviewing multiple year cash flow projections and asset allocation schedules
• Prepare personal and corporate financial statements
• Business management experience a plus

 

Musts:

-          CPA license or on track to receive it, with at least 1 of the exams passed

-          Strong in Excel

-          Quick learner

-          Highly motivated

Pluses:

-          Prosystem Fx Tax

-          BNA Income Tax Planner

-          Business management experience
]]> Mon, 03 Jun 2019 00:00:00 PDT 0 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 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

 

• Bachelor’s Degree in Accounting or equivalent
• 7+ years of professional Accounting experience
• 3+ years’ 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
• Master’s Degree  in Accounting, or equivalent
• CMA Certification

]]> Wed, 22 May 2019 00:00:00 PDT 0 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 Senior Staff Accountant – 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 client’s 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 masters’ 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 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 REIT’s 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-1’s
· Liaison with operating management on tax issues and accounting staff on tax accounting issues.

Knowledge, Skills & Qualifications:

· Bachelor’s Degree (B.S.) in Accounting. Master’s 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 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, LLC’s, and S Corps)

· Minimum of 5 years’ experience in public accounting, with at least 2 years’ 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 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 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:

• Bachelor’s 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 Business Management Tax Accountant

 

Our Business Management Accountants are actively engaged in managing their clients’ 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, LLC’s 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 clients’ 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 Business Management Services Manager

 

Position and Job Function Overview

We are currently seeking a Manager to join our Business Management/Business Services team in Santa Monica, CA. 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 – 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 bachelor’s degree in accounting a plus.
• Overtime required during busy season.

 

Benefits/Compensation

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 management and 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 PTO and Holiday Policy
• Rideshare reimbursement

]]> Wed, 27 Feb 2019 00:00:00 PST 0 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 –

• 
  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 –

• 
  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 –

• 
  Bachelor’s 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 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 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 – Associate's Degree

Basic Functional Experience – 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 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 year’s 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.
Bachelor’s degree preferred.
Excellent Word, Excel, Outlook and PowerPoint skills.
 
]]> Fri, 25 Jan 2019 00:00:00 PST 0 Manager - Wealth Management

Description

What we are looking for –

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 –

• Manage most day-to-day aspects of client engagements as a member of a client service team.
• Develop, document and implement a client’s 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 –

• 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 –

• 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 Senior Tax Manager

 

Summary

 

Full service regional accounting firm with offices in multiple states growing quickly seeks an experienced tax manager offering 2 – 3-year partner track

 

 

Requirements

 

8 + years’ 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 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 years’ 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 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 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 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 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 Associate Manager/Senior Accountant

 

 

 

Summary Of Job Scope And Expectations

The Associate Manager/Senior Accountant is responsible for developing financial reporting for the company’s 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 job’s duties and responsibilities. Reliable and dependable attendance is required.
 

• Prepares quarterly presentations on the company’s 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 company’s 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

• Bachelor’s 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 Panda’s 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 Senior Financial Reporting Analyst

 

Job Description

Summary:

 

The Senior Analyst, Financial Reporting advises and supports the Manager, Financial Reporting, to meet the Company’s internal and external financial reporting obligations. This involves preparing monthly, quarterly and annual analytics of financial data. Note that the Company’ 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 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 you’ve 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 years’ 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 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 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 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 – 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 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 years’ 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 firm’s processes by developing or implementing best practices

 

Preferences:

 

• Master’s in Business Taxation - preferred but not required
• CPA License - preferred but not required

 

Qualifications and Requirements for Tax Manager:

 

• Minimum 5 years’ 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 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:

•Bachelor’s degree in Taxation or Accounting (Master’s degree in Taxation is highly desirable)

•Active CPA license

•7-10 years’ 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 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 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. You’ll have the opportunity to work with leading global companies that operate in world-changing industries—such as aerospace, automotive, building and construction, defense and commercial transportation. It’s not just a job. It’s a career and a path to the future. You’ll 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 headquarters’ 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 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 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
 

• Bachelor’s Degree in Accounting
• Licensed CPA or CPA candidacy
• Excellent written and oral communication skills

]]> Thu, 19 Jul 2018 00:00:00 PDT 0 SEC Audit Manager

 

Job Summary

As an Audit Manager on our fun, close-knit audit team, this is what your work entails:

• 
  You’ll 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 won’t be just limited to publicly-traded clients because you’ll 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-K’s and 10-Q’s, 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 SEC Audit Manager

 

Job Summary

As an Audit Manager on our fun, close-knit audit team, this is what your work entails:

• 
  You’ll 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 won’t be just limited to publicly-traded clients because you’ll 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-K’s and 10-Q’s, 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 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 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 Firm’s 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 firm’s 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 client’s 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 Firm’s 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 CPA’s 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
   

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:

 

• Bachelor’s 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 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 Firm’s 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 firm’s 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 client’s 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 Firm’s 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 CPA’s in discharging their professional responsibilities.
• 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:

• Bachelor’s 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 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 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 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 Tax Manager

 

Summary

 

Full service regional accounting firm with offices in multiple states growing quickly seeks an experienced tax manager offering 2 – 3-year partner track

 

 

Requirements

 

8 + years’ 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 Audit Manager

 

Summary

 

Full service regional accounting firm with offices in multiple states growing quickly seeks an experienced audit manager offering 2 – 3-year partner track

 

 

Requirements

 

8 + years’ 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 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+ years’ 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

Master’s program available
]]> Tue, 12 Jun 2018 00:00:00 PDT 0 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 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 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 client’s 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 individual’s 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 driver’s 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 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 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 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.
Master’s 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 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 firm’s 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.
• Bachelor’s Degree in accounting OR Bachelor’s 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 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 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 organization’s 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 organization’s 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:

Bachelor’s Degree in Accounting plus 7 years’ 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 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 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 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 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 today’s 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 candidate’s 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 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 – 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 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 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 – 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 – 4 years of professional experience, public or private
• 1 – 3 years in supervisory experience
• Bachelor’s 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 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 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

Bachelor’s 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 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 – 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 Controller

We’re seeking an experienced hands-on SAGE savvy, Controller to join our leadership team and oversee all company financial functions. We are looking for an individual that is dynamic, highly motivated, a strong personality with excellent leadership, social and communication skills, to groom and grow our financial team to further advance and achieve company strategic goals.

Management

• Oversee the operations of the accounting department.
• Cash management, reporting, and forecasting.
• Maintain a documented system of accounting policies and procedures.
• Oversee Accounts Receivable, ensuring that customers’ receivables are collected promptly.
• Oversee Accounts payable, ensuring that vendors are paid in a timely manner and that all reasonable discounts are taken.
• Maintain a system of controls over accounting transactions.
• Oversee Payroll; ensuring employees are paid in a timely and accurate manner.
• Oversee insurance, 401K, banking relationships.

Transactions

• Prepare all monthly account reconciliations.
• Ensure that periodic bank reconciliations are completed.
• Reconcile inventory.
• Ensure that required debt and other recurring payments are made on a timely basis.
• Maintain the chart of accounts.
• Responsible for preparation of journal entries and month-end close process.
• Maintain fixed assets.

Reporting

• Calculate and issue financial and operating metrics.
• Issue timely and complete financial statements.
• Recommend benchmarks against which to measure the performance of company operations.
• Calculate variances from the budget and report significant issues to management.
• Provide for a system of management cost reports.
• Manage the production of the annual budget and forecasts.
• Provide financial analyses as needed, in particular for capital investments.

Compliance

• Comply with local, state, and federal government reporting requirements and tax filings.
• Monitor debt levels and compliance with debt covenants.
• Coordinate the provision of information to external auditors for the annual audit.

Knowledge, Skills, and Abilities:

• Ability to function in a leadership role
• Ability to function as a team player
• Must have strong organization and communication skills
• Must be detail oriented and have excellent accounting skills
• Must be able to prioritize work to meet scheduled deadlines while handling multiple tasks
• Must be able to maintain confidentiality
• Knowledge of contract law/lien law
• Must have managerial skills and be able to function in a supervisory role
• Knowledge of computer based spreadsheets and reporting
• Near expert of Sage 100 (MAS 90) or other ERP system
• Knowledge of Generally Accepted Accounting Principles

Education and Experience:

• Bachelors Degree in Accounting or Finance is required (from an AACSB accredited Business School)
• CPA or MBA preferred (from an AACSB Accredited Business School)
• 6 – 7 year’s financial closing experience (month-end and year-end) required
• Minimum ten years of progressive accounting experience
• Minimum three years supervisory experience is required

]]> Thu, 18 Jan 2018 00:00:00 PST 0 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

Bachelor’s 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 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.
• Bachelor’s 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 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 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 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 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 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
•    Bachelor’s 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 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 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 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 client’s business.

Requirements:

• Bachelor’s 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 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 Staff Accountant 


Our client is a Ventura full service accounting firm looking for an ambitious staff accountant

Whether it’s 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 owners’ 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 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 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.
• Bachelor’s 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 FORENSIC CONSULTING SERVICES

We are reviewing resumes for the following positions:

Experienced CPAs with 3 – 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 Bachelor’s 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 Supervisor, Financial Reporting

 

 

OVERVIEW:

 

The Supervisor, Financial Reporting advises and supports the Manager, Financial Reporting, and acts as the primary point person for the Company’s internal and external financial reporting obligations. Note that the Company’ 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 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 client’s 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 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: 

• Bachelor’s degree required; Master’s 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 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 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.
• Bachelor’s 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 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 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 years’ 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 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 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 client’s 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 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

 

1. Minimum Years of Experience: 8
2. Minimum Degree Required: Bachelor's degree in Accounting
3. Certification(s) Required: CPA, Enrolled Agent or Member of the Bar 

Knowledge Preferred:

 

1. Extensive knowledge of compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds.
2. Thorough knowledge of structuring of funds and fund management companies to best limit tax liability.
3. Considerable knowledge of alternate investment strategies and vehicles.

Skills Preferred:

 

1. Extensive technical skills, including partnership tax Forms, including K1 and M1.
2. 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.
3. 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 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 RIA’s 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 RIA’s assigned client’s investment strategies / products in order to best service the customer.
  • Authorized drafter and reviewer of RIA’s 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 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.       Bachelor’s 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 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

1. 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.
2. Apply a basic understanding of attestation standards and methodologies when executing risk-based audit plans.
3. Execute the attestation engagement process, ensuring that working papers, other documentation, and deliverables supporting the financial statement are accurate, adequate, and of high quality.
4. Identify auditing, accounting, and engagement process issues as they arise, apprise engagement executives, and develop solutions where possible.
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:

1. An undergraduate or graduate degree in Accounting or a related field.
2. A CPA license or be qualified to sit for the Uniform CPA Exam.
3. Business-level proficiency with both written and spoken Japanese and English.
4. Three years of experience working in a public accounting firm.
5. Basic technological skills, including facility with Excel and Word.

]]> Tue, 20 Jun 2017 00:00:00 PDT 0 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 manager’s 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 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.

1. Ensure documents are processed and in good order
2. Responsible for processing new account applications, any money movement requests, and account update requests as well as reviewing client correspondence for our clients
3. Ensure Documents are saved in correct areas such as Perm Doc Folder in Laser Fische
4. Maintain New Accounts log in order to keep details of all account opening centralized and   organized
5. Setting up account in Addepar, Junxure, Client Portal, U Drive, Laser Fische
6. Tic and Tie assets to ensure consistency and completion of Set up
7. Have basic understanding of Alternative investment process in case assistance is required
8. Resolve NIGO issue or other discrepancies
9. Handle large volumes of paperwork in an organized and efficient manner
10. Maintain a daily workflow in Junxure to ensure our clients request are completed in a timely and efficient manner
11. A strong eye for detail to complete daily transactions; ensure compliance with internal and industry regulatory requirements
12. Effectively prioritize work time to ensure productivity standards are achieved
13. Work as part of a team to deliver exceptional service and provide issue resolution
14. Listen to client cues and review accounts to engage in a dialogue to identify additional needs and present effective solutions
15. 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
16. Receive inbound calls from our clients.  Establish clear points of contact for one-stop resolution and for ongoing support and escalations
17. Demonstrate flexibility and work collaboratively with other team members to deliver high quality service and meet client expectations
18. Manage multiple tasks effectively by balancing high productivity with excellent service quality
19. Ad-hoc requests as needed
20. Maintain clean & locked desk policy

REQUIREMENTS

1. Up to 3 years working in a Registered Investments Adviser (RIA) company
2. Bachelors Degree
3. Strong communications and ability to work in a fast paced environment.

]]> Wed, 14 Jun 2017 00:00:00 PDT 0 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 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 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 – 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 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 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 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.

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.
]]> Thu, 25 May 2017 00:00:00 PDT 0 Full Charge Bookkeeper 
 

• 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 1099’s, Sales and Use Tax Returns and 571-L’s
• 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 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 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 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, Moody’s 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 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 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 bachelor’s 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 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 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: 

- Bachelor’s 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 Summary:

The Controller is responsible for the Company’s 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 – 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 Bachelor’s 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 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 I’s 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 client’s 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 Firm’s 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 CPA’s in discharging their professional responsibilities.
  
• 
  Perform other duties as assigned.
  

 

Education:

• 
  Bachelor’s 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 – 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 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 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 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 company’s 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 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 country’s 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 Campaign’s 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 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 Manager - Tax

 

Description

Looking for dynamic and collaborative Tax Managers to join our team. We recognize the manager 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.

Under broad supervision performs advanced accounting functions related to tax specifications and manages a team of lower level associates for the purposes of client service.  Employees in this job class plan and budget for engagements, delegate work and complete report products. This job class requires knowledge of advanced accounting and/or tax principals of which would be derived from several years of experience as a Manager and the ability to manage a variety of business and operational functions, maintain positive client relations and produce high-quality results for the firm.

 

TYPICAL DUTIES:

1. 
   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.
   
2. 
   Demonstrate a command of project management skills exhibiting the ability to complete and deliver products and services in a timely and efficient manner.
   
3. 
   Manage lower level associates, providing timely verbal and written feedback including conducting annual performance evaluations.
   
4. 
   Exhibit expertise in assigned areas/departments of the firm.
   
5. 
   Demonstrate ability to resolve technical and client service issues and/or problems independently.
   
6. 
   Recognize and capitalize on opportunities to provide additional services to clients.
   
7. 
   Monitor and manage hourly yields realized on engagement or client billings, pursuing cost savings and raising ideas from others and self.
   
8. 
   Prepare billing worksheets as per firm schedule and procedures and communicate with clients to ensure satisfaction and retention.
   
9. 
   Communicate effectively (verbal, written, presentation skills) with all levels of associates, HQ personnel, management, partners and clients.
   
10. 
    May act as advisor to lower level associates.
    
11. 
    Actively participates in professional associations/affiliations.
    
12. 
    Assist in firm management/administration functions as assigned by the partners.
    
13. 
    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.
  
• 
  Bachelor’s Degree in accounting OR Bachelor’s 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 driver’s license and proof of adequate automobile insurance.
  

 
]]> Wed, 01 Feb 2017 00:00:00 PST 0 Corporate Tax Manager (ASC 740 Experience)

One of the nation’s top accounting firms, and one of Southern California’s 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:

• Bachelor’s 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 Tax Senior

 

One of the nation’s top accounting firms, and one of Southern California’s 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 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.

You’ve been in this environment before – the pace, workload, and expectations are far beyond anything you’ve ever experienced before. Everyone is intense, focused, and shares a common vision for the future.  You’re 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.  You’ve 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, you’ve improved internal financial reporting and the quality of reporting to the Board of Directors. You’ve established systems, processes, and rigor around analysis, decision making, and forecasting. You’ve improved cash flow and increased the accuracy of forecasts. You’ve restructured the debt and improved working capital. You’ve analyzed the profitability of each of our market segments and been an integral part of our prioritization of markets to target. You’ve helped price new products –we launch 2-3 releases a week and are thus an integral part of our product development process. You’ve assembled an outstanding team here in the US and in our foreign offices. You’ve 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 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 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 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:

 

1. Minimum 3 Years of Experience
2. Bachelor's degree in Accounting

 

Required:

 

1. CPA or commitment to pass CPA exam and secure the CPA license.
2. 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:

 

1. 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.
2. 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.
3. 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.

 

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, 29 Nov 2016 00:00:00 PST 0 AUDIT SUPERVISOR - AUDIT MANAGER

 

Seeking a highly motivated Audit Manager. This position assumes a key leadership role in planning and managing audits, compilations and reviews. In addition to serving clients, this individual must be experienced with staff development/coaching, fostering high employee morale and positive motivation, business development, and building and maintaining strong client relationships.

 

Position requires a self-starter who can adapt quickly to a new environment.

 

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.

 

RESPONSIBILITIES and DUTIES:

 

• 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 subordinate’s 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:

 

• Bachelor’s 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 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

client’s 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 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:

1. Responsible for all phases of an audit, compilation, or review engagement.
2. Maintains contact with clients throughout the year; possesses a thorough knowledge of the client and all facets of client’s business.
3. Demonstrates thorough knowledge and proficiency in advanced technical skills necessary for advising clients.
4. Plans, schedules and staffs engagements using Firm policies and procedures.
5. Maintains familiarity with qualifications of all staff members; reviews staff assignments for appropriateness.
6. Prepares engagement letters for approval by Partner.
7. Evaluates internal controls and work programs prepared by staff.
8. Adheres to engagement time budgets.
9. Supervises staff and provides on-the-job training; reviews work papers and reports prepared by staff.
10. Anticipates problem areas of engagement and questions that will arise.
11. Keeps Partner informed of all the important developments on engagement; analyzes problems and recommends solutions.
12. Adheres to accurate and timely billing and collection processes are made.
13. Ensures that financial statements, reviews, and letters of recommendation are prepared in accordance with professional and Firm standards.
14. Communicates progress of engagements, problems and resolutions to client.
15. Works to develop responsible, trained staff by assisting in performance evaluations.
16. Prepares invoices to clients, communicates details of fees to clients, and assists in collection of overdue accounts.
17. Possesses a complete knowledge of the Firm’s philosophy and its opinions on financial matters.
18. Maintains knowledge of general economic and political trends of possible audit or other legislation that could affect the business climate.

 

Supervisory Responsibilities:

1. Responsible for the development, coaching and training of senior, semi-seniors and staff accountants.
2. Must be familiar with the qualifications of all Assurance & Advisory staff members for the development and instruction of their training needs.
3. Participates in reviews and evaluations of accounting professionals.

 

Minimum Qualifications:

1. Generally requires five (5) to seven (7) years experience in public accounting, demonstrating a proven progression in complexity, scope, and number of engagements managed.
2. Minimum of two (2) years experience in a supervisory position.
3. Bachelor’s degree in accounting, or Master’s degree in accounting.
4. Minimum of forty (40) hours of continuing professional education is required each year to maintain and develop technical and business skills.
5. A current and valid CPA’s license is required.

]]> Mon, 31 Oct 2016 00:00:00 PDT 0 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:

 

1. Responsible for all phases of an audit, compilation, or review engagement.
2. 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.
3. Plans, schedules and staff engagements using firm policies and procedures.
4. Maintains familiarity with qualifications of all staff members; reviews staff assignments for appropriateness.
5. Prepares engagement letter for approval by partner. 
6. Evaluates internal controls and work programs prepared by staff.
7. Adheres to engagement time budgets.
8. Supervises staff and provides on-the-job training; reviews work papers and reports prepared by staff.
9. Anticipates problem areas of engagement and questions that will arise.
10. Keeps partner informed of all important developments on engagement; analyzes problems and recommends solutions.
11. Ensures that financial statements and letters of recommendations are prepared in accordance with professional and firm standards.
12. Communicates progress of engagements, problems and resolutions to client.
13. Works to develop responsible, trained staff by assisting in performance evaluations.
14. Prepares invoices to non-profit clients, communicates details of special fees to clients, and assists in collection of overdue accounts.
15. Possesses a complete knowledge of the firm's philosophy and its opinions on financial matters.
16. Maintains knowledge of general economic and political trends of possible legislation that could affect the business climate.

 

Other Functions:

 

1. 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.
2. Prepares reports and projects as requested from time to time by the partners.
3. Participates in firm's practice development efforts.
4. Builds client relationships.
5. Takes leadership role in marketing, networking and business development.
6. Applies knowledge of business functions, processes and strategies, with special focus on the industry.
7. Supervises, directs and reviews the results of engagements.
8. Supervises and trains managers, supervising seniors, seniors and associates.
9. Responsible for engagement profitability – billings and collections.
10. Participates in firm’s committees and management meeting.
11. Demonstrates an ability to become a part of the firm's Career Advisor Program.
12. Such other duties as may be assigned.

 

Job Requirements:

 

1. At least seven (7) years’ experience in specialized public accounting, demonstrating a proven progression, performing research and providing quality technical advice.
2. Bachelor’s degree in Accounting, Business, or related equivalent, as well as CPA certification
3. Excellent oral & written communication skills.
4. Demonstrate leadership and supervisory skills.
5. Strong interpersonal skills, including proven experience liaising with clients.
6. Self-starter with the ability to work independently and use good judgment.

 

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, 28 Oct 2016 00:00:00 PDT 0 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 clients—acting 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 clients—responsible 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
Real Estate/Property Management Company located in South Redondo Beach with an immediate opening for a friendly & energetic Administrative Assistant.  The Administrative Assistant will maintain office supply inventory, answer tenant inquiries, coordinate and track maintenance requests, and assist Property Manager as needed. Strong organization skills, a can-do attitude, and great communication skills are desired. This is a great opportunity for a self-motivated, trustworthy and hardworking person looking for flexibly in a professional but casual environment.  We are looking for a part time person and we are flexible with our work schedule (approximately 25hrs a week).

 

Requirements include:

• 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 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 years’ 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 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 years’ experience of tax preparation and review and demonstrate a good understanding and working knowledge of the client’s business and tax systems, take responsibility for clearing open items relating to assigned areas, and for meeting client deadlines.

 

Duties and responsibilities:

 

1. Complex tax return preparation and review (individual, corporation, partnership, fiduciary, and exempt organization)
2. Prepare tax projections
3. Assist with reviewed and compiled financial statements for clients as required
4. Tax research
5. Correspond with tax authorities for notices and/or audits
6. Train and develop staff accountants
7. Experience preparing payroll, 1099’s and sales and use tax is a plus

 

Qualified candidates must meet the following requirements:

 

1. CPA preferred
2. Bachelor’s degree in Accounting;
3. Minimum of 5 years’ experience in public accounting
4. Proficient with tax software
5. Ability to meet multiple deadlines
6. Must be able to handle multiple tasks concurrently with ease and professionalism and have attention to detail
7. Strong written and verbal communication skills
8. Must be able to work independently
9. Must prefer to work in a collegial 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/
]]> Wed, 26 Oct 2016 00:00:00 PDT 0 Tax Manager, Federal & State  

 

Summary

 

Our Client is a global multibillion consumer goods company.

 

We are looking for a Tax Manager, Federal & State, to join their fast growing world class tax department

 

Primary Responsibilities:

 

1. 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 company’s assessments.
2. 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.
3. Coordinate and manage the IRS CAP audit and assist with state and local tax audits.
4. 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
5. 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.
6. Assist with tax planning and special projects, including cash tax minimization, foreign tax credit utilization, mergers and acquisitions, etc.

 

This role requires:

 

1. Deep technical knowledge of U.S. federal and state tax laws
2. Strong tax research skills using RIA/CCH/BNA
3. Detail oriented and strong organization and time management skills
4. Strong communication skills and ability to work well with auditors, consultants, and various functions within Avery
5. Other duties as assigned

 

Position Requirements:

 

1. Typically possesses 5+ years of experience with a publicly traded corporation and/or Big 4/national accounting firm
2. Bachelor's Degree and CPA required; Master’s degree in Tax preferred
3. U.S. international tax experience preferred
4. OneSource Income Tax RS software experience preferred
5. Excellent analytical, auditing and problem solving skills. Knowledge of Generally Accepted Accounting Principles (GAAP) is essential
6. Excellent knowledge of applicable state, regional and country tax laws and regulations
7. Other Software: Hyperion HFM, Oracle, and MS Excel

 

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/
]]> Wed, 19 Oct 2016 00:00:00 PDT 0 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

 

1. CPA certification
2. Recent Public Accounting experience.
3. Expert knowledge in the preparation of trusts, estate, gift tax returns and trust accounting.
4. Minimum of five years’ experience in the preparation and review of fiduciary income tax returns. Seven years or more preferred.
5. Experience with Partnerships and S Corporations preferred
6. 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 Tax Manager, Global Tax Provision

 

Summary

 

Our Client is a global multibillion consumer goods company.

 

We are looking for a Manager, Global Tax Provision to join their fast growing world class tax department

 

Responsibilities:

 

Responsible for assisting with preparation of the US GAAP worldwide quarterly and annual tax provision with the global provision team

 

This role requires:

 

1. 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
2. Preparation of tax disclosures for US 10-Q and 10-K filings
3. Analysis of Uncertain Tax Position and Valuation Allowance reserves
4. SOX 404 leadership
5. Preparation of tax provision and planning support including critical thinking, analytics and executive summaries
6. Interfacing with external auditors in responding to information data requests
7. Other duties as assigned

 

Position Requirements:

 

1. 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)
2. Bachelor's Degree required; CPA or Master’s degree in Tax preferred
3. Demonstrated experience consulting on finance and/or accounting issues, including analyzing information, developing action plans, identifying deliverables, and delivering recommendations/presentations
4. Strong written and verbal communication skills with the ability to interact effectively with executives, operations manager, finance directors, and other corporate departments
5. Software: OneSource/Go System, Hyperion HFM, PeopleSoft or Oracle, MS Excel

 

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, 30 Sep 2016 00:00:00 PDT 0 Audit Manager

 

Our culture is all about collaboration, teamwork, giving back to our communities, and partner access and accountability. We also believe that there is no one way to progress in your career. We are flexible and embrace diversity. We provide our team members the right tools to be successful with a continual focus on technical training, as well as other skills necessary to thrive in the world of public accounting. As a Manager in our Audit service line, you will be responsible for the following:

 

Job Details

 

• 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 Tax Accountant

Main Responsibilities include:

• Assist Tax Seniors and Managers with Tax Research and Compliance functions
• Prepare tax returns – 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 – Lacerte, RIA, BNA and other accounting software
• Organized/Good Time Management skills
• Uses appropriate discretion – handling sensitive confidential information

]]> Wed, 21 Sep 2016 00:00:00 PDT 0 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 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:

 

1. 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
2. Independently completes miscellaneous assigned projects by gathering, organizing, and summarizing information; and assists in preparation of documents
3. Handles sensitive/confidential material
4. Contributes to team effort by accomplishing other special project/tasks/assignments as needed

Required Qualifications:

 

1. High school degree or equivalent
2. 3 - 7 years secretarial/administrative experience
3. Intermediate to advance computer skills in Microsoft Office Suite (Word, PowerPoint, Excel and Outlook) 
4. 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
5. Must have a demonstrated ability to multi-task
6. Must have strong written (correct grammar, spelling, sentence structure, vocabulary) and oral communication skills
7. Must have experience working with senior level management

Relocation Options:
 

1. Fully paid relocation is required

 

Other Information:

 

1. Very generous compensation package
2. Equal opportunity employer
3. 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 SENIOR TAX MANAGER (Future Tax Partner)

 

Summary:

 

About the Job

 

Our client is a full service and prestigious, growing public accounting firm who specializes in serving the financial and tax needs of privately-held businesses and their owners throughout Southern California.

 

Responsibilities include:

 

1. Performing consulting and compliance services for corporations, partnerships and individuals with an emphasis on real estate clients.
2. Identifying tax planning strategies to optimize the clients’ tax issues.
3. Supervising, training and evaluating advanced level staff.
4. Developing solid client relationships.
5. Maintaining knowledge of new tax issues and general business trends that affect your clients.
6. Willing and able to perform research and well-versed in transactions affecting C-corporations, S-corporations, and partnerships.
7. Coordinate IRS and all applicable state and local income tax audits.
8. Co-responsibility with partners for billing and staff utilization.

 

Requirements:

 

1. 8+ year’s recent experience in the tax department of a CPA firm.
2. Strong team player
3. Solid verbal and written communication skills.
4. Practice development experience a plus
5. 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 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 – 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:

 

1. Preparation of Corporate, Partnership, Trust, Real Estate and Individual tax returns
2. Develop and maintain productive working relationships with clients
3. Complete audit, review, and compilation procedures and documentation
4. Actively participate in engagement planning (i.e. budgeting, risk assessment, internal control evaluations, and strategic development)
5. Prepare or review financial statements, including disclosures
6. Assist with supervision, training, and development of staff
7. Research technical accounting and audit issues

 

Qualifications:

 

To qualify, candidates must have a bachelor’s degree or graduate degree and 3 years of experience in public accounting.

 

In addition, a successful candidate will possess the following skills and talents:

 

1. Excellent written and verbal communication skills
2. The ability to work with others as a team
3. Dedication to providing superior client service
4. A desire to learn and grow, and a commitment to excellence
5. Have made progress towards passing the CPA exam

 

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 Associate Accountant

 

Our client, a global Fortune 500 Real Estate company, is seeking an experienced Associate Accountant

 

JOB SUMMARY 
 

Responsible for the routine, day to day accounting activities relating to the maintenance of a complete and accurate general ledger and the resultant managerial reports and financial statements.


ESSENTIAL DUTIES AND RESPONSIBILITIES 
 

1. Maintains, records and reconciles daily cash receipts.
2. Completes billing uploads and receivable research.
3. Routine accounting functions - creates and reconciles accounting entries while resolving discrepancies.
4. Works with other Accountants to prepare source data for income and balance sheet statements.
5. Populates financial schedules, reports and records for supervisor review. 
   Verifies the accuracy of journal entries and accounting classifications assigned to various records.
6. 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.
7. Updates cash receipt information in the sub ledger accurately and timely.
8. Processes billing/invoicing and enters data into the accounting databases.
9. May either apply or submit cash applications to the vouchers/invoices.
10. Researches and resolves accounts receivable issues. 
11. May assist in month-end procedures. 
12. Other duties may be assigned.

SUPERVISORY RESPONSIBILITIES 
 

1. 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 
 

1. Associate Degree in Accounting or Finance emphasis, OR related work experience OR a Bachelor’s degree in Accounting.
2. With Associate Degree, 3+ years’ experience in general accounting, A/P, or A/R clerical and/or entry level Associate positions.
3. With Bachelor's Degree, 0-2 years.
4. Experience with automated accounting and financial management systems.

CERTIFICATES and/or LICENSES 
None.


COMMUNICATION SKILLS 
 

1. Good written and verbal communication skills.
2. Good organizational and analytical skills.
3. Ability to provide efficient, timely, reliable and courteous service to customers.
4. Ability to write routine correspondence.
5. Must have the ability to convey financial information to non-financial users.
6. Ability to collect, analyze, and summarize data and to prepare clear and concise reports.

FINANCIAL KNOWLEDGE 
 

1. Familiarity with Generally Accepted Accounting Principles (GAAP) and Financial Accounting Standards Board (FASB) regulations.
2. Requires knowledge of financial terms and principles.
3. Ability to calculate basic figures such as percentages, discounts, and/or commissions.
4. 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 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:

 

1. Account analysis and preparation of detailed management schedules.
2. Intercompany analysis and journal entries.
3. Communication (oral & written) with various Company departments, including international employees.
4. Preparation of monthly detailed consolidated balance sheet analytics for select accounts.
5. Resolving account balance differences, including posting correcting journal entries in PeopleSoft and/or HFM.
6. Analyzing and understanding international account balances in their local currency, as well as USD.
7. Preparation and organization of financial packages submitted to Company management.
8. Preparation of schedules included in SEC filings, including 10Ks and 10Qs.
9. Helps accommodate certain external auditors’ requests during quarterly reviews and year-end audits.
10. Research accounting issues to ensure compliance with US GAAP.

 

EDUCATION and EXPERIENCE

 

1. 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

 

1. Excellent written and verbal communication skills.
2. Strong organizational and analytical skills.
3. Outstanding interpersonal skills.
4. Ability to provide efficient, timely, reliable and courteous service to customers.
5. 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

 

1. Strong computer skills, including specific knowledge of Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, etc.).
2. Broad experience with other software and financial systems is desired such as Hyperion, PeopleSoft and/or equivalent software.
3. Knowledge of real estate service industry and terminology is helpful.
4. Strong work ethic and adaptable.
5. Handles multiple tasks, while meeting all deadlines.
6. Team oriented with strong work ethic.
7. Superb organizational skills.
8. 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 Audit Senior

Job Details
•Supervises teams of staff accountants.
•Plans and implements audits and reviews.
•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.
•Identifies areas to help clients improve their internal controls.

  Skills & Requirements

•Undergraduate or masters degree.
•CPA certificate or demonstrated progress towards obtaining certificate.
•A minimum of 3 years of relevant experience.
•Ability to identify and propose resolutions to complex accounting issues.
•Proficient in preparation and review of work papers and the resultant financial statements.
•Ability to utilize firm technology to enhance client service.
•Proficiency in Microsoft Office computer programs.
•Excellent written and verbal communication skills.
    ]]> Thu, 25 Aug 2016 00:00:00 PDT 0 Nonprofit Audit Senior Manager

 

Summary:

 

Our client is a top 20 full service public accounting named 2016 “Best Places to Work” by the Los Angeles Business Journal

 

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.

 

We are looking for the next dynamic Audit Senior Manager to collaborate with and invite you to

 

Our Nonprofit Audit Senior Manager:

 

1. Maintains contact with nonprofit clients throughout the year
2. 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.
3. Plans, schedules and staff engagements using firm policies and procedures.
4. Supervises staff and provides on-the-job training
5. Reviews work papers and reports prepared by staff.
6. Has at least seven (7) years’ experience in specialized nonprofit public accounting, demonstrating a proven progression, performing research and providing quality nonprofit technical advice.
7. Has a bachelor’s degree in Business or Accounting and possess a CPA certification.
8. Applicants must have excellent written and oral communication skills, strong interpersonal skills and an ability to work in a demanding environment.
9. Nonprofit experience is useful.

 

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, 23 Aug 2016 00:00:00 PDT 0 AUDIT MANAGER

 

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 and serves the middle market throughout Los Angeles and Orange County to San Diego

 

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+ years’ experience and an active CPA license 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 or apply directly on our website at http://jobs.regalexecutivesearch.com/
]]> Mon, 22 Aug 2016 00:00:00 PDT 0 Audit Supervisor

 

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:

 

1. Bachelor’s degree in Accounting or related field.
2. Master’s degree in Accounting or related field is preferred.

 

Skills:

 

1. Thorough understanding of GAAP and GAAS.
2. Proficient with Microsoft Excel, Word, Outlook.
3. Excellent written and verbal communication skills.
4. Team orientation and strong interpersonal skills.
5. Strong project management skills.
6. Sufficient technical skills to perform the essential duties and responsibilities of this position.
7. CPA strongly preferred.
8. 3 – 5 years or more of public accounting experience, industry, or a combination of public accounting and industry experience, or its equivalent.
9. Thorough understanding of common audit procedures and techniques.
10. Demonstrate independent thinking and strong decision-making skills.

 

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, 19 Aug 2016 00:00:00 PDT 0 Tax Senior

 

Summary:

 

Our client is a well-known tech company located near Burbank, CA that is in rapid growth mode.

 

We are seeking a Tax Accountant to join our Finance team. We are seeking a highly-motivated professional with experience in income tax including federal and international compliance experience. Experience will also include assessing key tax issues and researching tax issues in income and VAT compliance. This position will report to the Director of Tax and will have frequent interaction with all departments.

 

What you’ll do:

 

• 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:

 

• Bachelor’s Degree in Accounting, Finance or similar field (Must have taken specific courses related to taxation.)
• 3- 5 years’ 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.

 

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, 19 Aug 2016 00:00:00 PDT 0 Tax Manager

 

Summary:

 

Our client is a well-known tech company located near Burbank, CA that is in rapid growth mode.

 

Business and finance go hand-in-hand. That’s why we believe in recruiting well-rounded individuals who not only have the financial expertise and experience, but also have a business-minded vision. If you’ve got both plus strong analytical skills and can think strategically inside and outside of the box, we’re looking for individuals like you to join our growing Finance Team.

 

We are seeking a Tax Manager to join our Finance team. We are seeking a highly-motivated professional with experience in income tax including multi-state income and sales and use taxes. Experience will also include assessing key tax issues and researching tax issues in income and sales and use taxes. This position will report to the Director of Tax and will have frequent interaction with all departments.

 

What you’ll do:

 

1. Preparation of monthly and quarterly sales tax, excise tax and gross receipts tax returns for multiple states.
2. Filing of escheatment returns and research of escheatment issues
3. Assist with various ad hoc tax projects, tax audits and initiatives.
4. Research various sales and use tax issues to ensure compliance with changing regulations and rules.
5. 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.
6. Assist Tax Director with responses to Federal and State notices and audit requests as needed.
7. Assist with sales tax accruals and other analysis on a monthly and quarterly basis.
8. Provide support and assistance with preparation of supporting schedules for the tax provision ASC 740.
9. Assist with tax issues related to stock option exercises.

 

Qualifications:

 

1. Bachelor Degree in Accounting, Finance or similar field (Must have taken specific courses related to taxation.)
2. 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
3. Excellent business writing and communication skills.
4. Advanced excel skills
5. Software knowledge of Prosystem and Vertex would be preferred but not required.
6. Ability to thrive in a fast-paced, entrepreneurial environment working under the pressure of competing and sometimes conflicting deadlines.

 

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, 19 Aug 2016 00:00:00 PDT 0 Audit Supervisor

 

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:

 

1. Bachelor’s degree in Accounting or related field.
2. Master’s degree in Accounting or related field is preferred.

 

Skills:

 

1. Thorough understanding of GAAP and GAAS.
2. Proficient with Microsoft Excel, Word, Outlook.
3. Excellent written and verbal communication skills.
4. Team orientation and strong interpersonal skills.
5. Strong project management skills.
6. Sufficient technical skills to perform the essential duties and responsibilities of this position.
7. CPA strongly preferred.
8. 3 – 5 years or more of public accounting experience, industry, or a combination of public accounting and industry experience, or its equivalent.
9. Thorough understanding of common audit procedures and techniques.
10. Demonstrate independent thinking and strong decision-making skills.

 

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, 19 Aug 2016 00:00:00 PDT 0 POSITION DESCRIPTION

 

Business Management Senior Manager

 

Job Summary

 

The Business Management Senior Manager will focus and participate in a management role with respect to client service and staff supervision / direction as it relates to client service. There will be significant interface with all departments within the firm such as the Business Management Department, the Tax Department and the Management Team. The Senior Manager reports directly to the Partner Group and the Managing Partner.

 

Essential Functions

 

1. Client Service - Provide executive level guidance and consultation to the client working independently or with a Partner.
2. Work independently, or with Partner, in the following areas:
3. Estate Planning
4. Life/Disability/Long Term Care Insurance
5. Retirement Accounts: Pension/SEP IRA
6. Investment Accounts
7. Construction Projects
8. Home Purchase/Sales
9. Financial statement and ledger review on assigned clients.
10. Assist and work with Business Management and Tax Staff on client related projects.
11. Ensuring compliance with professional standards and Firm policies as they relate to the product released to the Clients.
12. Special projects for clients as assigned by the Managing Partner.
13. Support and educate staff while assisting in the growth and the development of the Firm's professional team members.

 

Job Qualifications and Requirements

 

1. Must be an active Certified Public Accountant.
2. Must have a Bachelor's Degree/Accounting Degree - Master's Degree a plus.
3. Strong accounting knowledge and analytical/problem solving skills.
4. Strong leadership training and mentoring skills. Ability to thrive in a dynamic team environment.
5. Professionalism, dependability, integrity and trustworthiness combined with a cooperative attitude.
6. Must have professional office experience and the ability to work with top level management and executives.
7. 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.
8. Must be able to handle multiple interruptions and adjustments to priorities throughout the day/week.
9. Must be able to communicate effectively with diverse individuals. Must have the ability to handle situations calmly and efficiently ranging from routine to emergency.

 

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 Assistant Bookkeeper- Business Management

 

Summary:

 

Performs day-to-day bookkeeping functions for clients and assists Account Managers

 

Essential Functions:

 

1. 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.
2. Prepares journal entries.
3. Performs bank reconciliations and traces discrepancies.
4. Receives and inputs clients’ accounts payable invoices and generates payments.
5. Prepares appropriate schedules and reports as requested by clients and partners.
6. Handles clients’ payrolls.
7. Spends time at clients’ offices for special projects, client personnel training, setting up of accounting systems, and performing tasks at client’s office which are outlined in 1 thorough 6 above. This will require traveling to clients throughout southern California area.
8. Month-end and Quarter-end duties include compilation of financials, sales tax and payroll tax returns.
9. Reviews 1099's and W-2's prepared for clients.

 

Working Conditions:

 

1. Some Overtime during December, January and February.
2. Occasional same day travel for work at clients’ offices, meetings, and seminars using a personal vehicle.

 

POSITION REQUIREMENTS          

 

1. Knowledge, skills and abilities:
2. At least 1 year of experience with QuickBooks.
3. Datafaction experience REQUIRED
4. Ability to perform several tasks concurrently with ease and professionalism.
5. Ability to operate ten-key calculator, computer, and other general office equipment.
6. Knowledge of computerized accounting, but must be able to do a manual set of books.
7. Knowledge of regulatory requirements of processing payroll accounting transactions and payroll returns.
8. Preferred Bookkeeper Certification

 

Minimum Qualifications:

 

1. Minimum of 1 year bookkeeping experience including accounts payable, accounts receivable, payroll, general ledger and financial reports.
2. Some QuickBooks experience

 

Success Factors:

 

1. Ability to communicate clearly and concisely, verbally and in writing, in English.
2. Must be able to keep client matters strictly confidential.
3. 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 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:

 

1. Bachelor’s degree in Accounting or related field.
2. Master’s degree in Accounting or related field is preferred.

 

Skills:

 

1. Thorough understanding of GAAP and GAAS.
2. Proficient with Microsoft Excel, Word, Outlook.
3. Excellent written and verbal communication skills.
4. Team orientation and strong interpersonal skills.
5. Strong project management skills.
6. Sufficient technical skills to perform the essential duties and responsibilities of this position.
7. CPA candidate required, CPA strongly preferred.
8. 2+ years or more of public accounting experience, industry, or a combination of public accounting and industry experience, or its equivalent.
9. Thorough understanding of common audit procedures and techniques.
10. Demonstrate independent thinking and strong decision-making skills.

 

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 Senior Tax Accountant

 

Position Summary:

 

Our client, a Construction firm, is seeking a full time senior tax professional to join their team. 

 

The successful candidate should have at least 3 years’ experience of tax experience and this is a newly created role due to succession planning. Lots of room to grow and advance for ambitious individual!

 

1. There are no current levels between this position and the Tax Director.
2. You get to see the “big” picture!
3. 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:

 

1. Tax Compliance – prepare state and local returns and estimated tax payments
2. Tax Research – federal state, local and foreign tax laws and regulations as needed
3. Income Tax Provisions – assist with quarterly preparation
4. Tax Audit – manage and oversee tax audits by state and local governmental authorities
5. Special Projects – assist in variety of other projects as assigned
6. Requirements:
7. Bachelor’s Degree in Accounting (CPA and/or MST or in progress is a plus)
8. 2+ years of relevant tax experience (multi-state income tax, sales and property tax rules)
9. Proactive ability to perform tax research
10. MS Office proficiency (Excel and Word) and OneSource and/or SAP software helpful
11. Ability to effectively communicate and build working relationships with internal colleagues, parent company,
12. and 3rd party vendors.
13. Ability to “own” current responsibilities with a desire to learn and broaden knowledge in other areas of tax.

 

Benefits:

         

1. Attractive base salary with annual discretionary bonus
2. Tuition reimbursement program
3. On-site fitness center
4. Relocation assistance will be considered for qualified candidates
5. Mentoring and career development provided by current Tax Director of 17 years!

 

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/
]]> Wed, 10 Aug 2016 00:00:00 PDT 0 Senior Tax Accountant

 

Our client, a Torrance 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 years’ experience of tax preparation and review and demonstrate a good understanding and working knowledge of the client’s business and tax systems, take responsibility for clearing open items relating to assigned areas, and for meeting client deadlines.

 

Duties and responsibilities:

 

1. Complex tax return preparation and review (individual, corporation, partnership, fiduciary, and exempt organization)
2. Prepare tax projections
3. Assist with reviewed and compiled financial statements for clients as required
4. Tax research
5. Correspond with tax authorities for notices and/or audits
6. Train and develop staff accountants
7. Experience preparing payroll, 1099’s and sales and use tax is a plus

 

Qualified candidates must meet the following requirements:

 

1. CPA preferred
2. Bachelor’s degree in Accounting;
3. Minimum of 5 years’ experience in public accounting
4. Proficient with Lacerte tax software
5. Ability to meet multiple deadlines
6. Must be able to handle multiple tasks concurrently with ease and professionalism and have attention to detail
7. Strong written and verbal communication skills
8. Must be able to work independently
9. Must prefer to work in a collegial 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/
]]> Tue, 02 Aug 2016 00:00:00 PDT 0 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:

 

1. 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.
2. Proactive tax planning and coordination of tax strategies with the client and engagement team.
3. 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).
4. Performing complex tax research in response to client tax matters and preparation of research memos.
5. Management of and communication with multiple clients, including monitoring budgets and production goals.
6. Assisting with development and implementation of firm procedures and processes.
7. Supervising other team members, including: mentoring, coaching, training and evaluating.
8. Building new and existing client relationships.

 

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, 02 Aug 2016 00:00:00 PDT 0 Tax Manager


Our international media client is seeking a dedicated and detail-oriented Tax Manager to join our diverse Accounting and Finance team based in Beverly Hills, California.

 

If you’re looking for a stable, challenging, rewarding career, chances are you'll find it here.

 

We work hard to attract and retain the brightest in the business, and maintain a one-of-a-kind corporate culture that empowers our people to be who they are and do their best.

 

The Tax Manager will report to the Chief Financial Officer and be a key leader in the tax strategy and compliance activities of the organization. In general, these responsibilities involve a combination of the following:

 

1. Ensure compliance with the tax law, regulations, and rules are completed on a timely and accurate basis
2. Provide direct and indirect tax support to business units
3. Thoroughly research tax issues and positions
4. 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

 

1. Work with outside advisors to develop and implement tax strategies and initiatives
2. Coordinate with divisional controllers/managers and accounting firms to ensure tax filings and compliance is managed and in order
3. Interact with advisors and accounting firms to establish and administer foreign tax matters and cash repatriation activities
4. Interact with finance department to assist with financings and strategic initiatives in terms of optimizing tax consequences, including tax due diligence and structuring
5. Perform accounting and tax analyses
6. Assist with cash management, including for both domestic and foreign activities
7. Participate in and manage affiliate loans and transactions
8. Liaise with taxing and regulatory authorities related to inquiries, notices, audits and other items
9. Manage various compliance and regulatory requirements
10. Assist with organization’s accounting audits, accounting and finance matters

 

QUALIFICATIONS

 

1. Undergraduate degree in Accounting or other relevant field; CPA or MBT required
2. Minimum 8 years’ experience in credible accounting or tax position with substantial taxation experience within a reputable organization or accounting/CPA firm
3. Entertainment, media, Internet, gaming, or publishing industry experience preferred
4. Demonstrated successful experience working with complex tax strategies in multiple jurisdictions, including domestic and international
5. Excellent written and oral communication skills
6. Great team player with solid interpersonal skills
7. Proven ability to be a superior strategic thinker and simultaneously execute on the details
8. Excellent analytical, organizational and abstract reasoning skills; have a natural ability for being detailed oriented and accurate with numbers and reporting
9. Strong ability to plan and organize multiple projects under strict deadlines
10. Level headed and able to thrive in a dynamic and complex 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/
]]> Mon, 01 Aug 2016 00:00:00 PDT 0 Full Charge Bookkeeper

 

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.

 

The firm focuses on services to closely held companies in traditional tax, accounting, auditing, and related consulting areas. Ranked in the top 50 largest accounting firm in the LABJ’s Book of Lists, and on The Best Places to Work List, our focus is recognizing opportunities and creating value for our clients by equipping them with the tools to make better business and financial decisions for the future.

 

We are looking for a dynamic Full Charge Bookkeeper with Accrual & Cash Experience who can join a hyper growth department for in-house bookkeeping for our clients.

 

Client industries include real estate, restaurant and entertainment professionals. The ideal candidate will have strong bookkeeping and accounting knowledge as well as strong communication skills to interact with clients. 

 

Duties include:

 

1. Direct client interaction
2. Review bookkeeping, reconcile accounts, correct client original postings 
3. In-house bookkeeping from client records in QuickBooks
4. Reconcile accounts; provide monthly or quarterly balance sheet and profit and loss statements to clients.
5. Preparation of sales tax, payroll tax and personal property tax returns
6. Heavy Accounts payable required for the client 
7. Work alongside with a helpful team 
8. Support the Business Management and Accounting Group as needed              

 

Requirements:

 

1. Must know accrual & cash base accounting
2. Strong QuickBooks experience
3. Fundamental accounting knowledge (will be tested) 
4. Strong communication skills
5. Ability to problem solve on the spot and interact with clients
6. Accountant Payables full cycle 
7. Sales tax, payroll tax and personal property tax knowledge and experience
8. Good organization skills
9. Ability to work in a team environment as well as independently

  

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, 01 Aug 2016 00:00:00 PDT 0 Senior Tax Manager

We're a Westwood tax firm looking for an experienced tax manager to join our office. This is a full time position during the tax season with the potential for part time (2 - 3 days) in the off season. This position is ideal for the tax professional who is looking for flexibility after the season is over. Our company also has a reimbursement policy for continuing education, PTIN, and license renewals.


Requirements:

• 
  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:

• 
  CPA
  

 

Salary: DOE
]]> Mon, 25 Jul 2016 00:00:00 PDT 0 Tax Manager 

Job Responsibilities:

• 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+ years’ 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 Tax Services R&D Senior Manager / Director

 

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.

 

The firm focuses on services to closely held companies in traditional tax, accounting, auditing, and related consulting areas. Ranked in the top 50 largest accounting firms in the LABJ’s Book of Lists and on The Best Places to Work List in 2015, our focus is recognizing opportunities and creating value for our clients by equipping them with the tools to make better business and financial decisions for the future.

 

The Tax Senior Manager / Director in the Strategic Federal Tax Services - 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:

 

1. 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.
2. Candidates must demonstrate strong leadership and supervisory skills.
3. Prior supervisory experience is required.
4. 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.
5. Managers are expected to have a command of federal and some state R&D rules and relevant court cases.
6. 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:

 

1. Master's degree in Accounting or Taxation.
2. Minimum of (7) years of experience in Accounting or Tax in public accounting or consulting. -Intermediate understanding of tax return mechanics.
3. Candidate must demonstrate ability to manage time, multi-task, and meet deadlines.

 

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/
]]> Thu, 14 Jul 2016 00:00:00 PDT 0 Audit and Accounting Senior Associate 
 

Currently seeking an experienced Audit and Accounting Senior Associate 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 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.

Requirements:

• Bachelor’s 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 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 Firm’s 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 Staff Accountant

 

Summary

 

Our client is a full service CPA firm in San Fernando Valley looking for an ambitious accountant with at least 3 years’ 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 are a growing business management and accounting firm that specializes in managing the tax and financial affairs of athletes, entertainers, international entrepreneurs and their businesses. 

 

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.   

 

The Job

 

The person seeking the staff level position should have at least three years of experience in tax, with business management experience preferred. 

 

Duties of the staff position will include:  

 

1. Income tax preparation Tax projections
2. Light tax research
3. Review of monthly cash flow reports prepared by firm bookkeepers
4. 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 Senior Accountant – Business Manager

 

Summary

 

Our client is a full service CPA firm in San Fernando Valley looking for an ambitious senior business manager with at least 3 years’ 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 are a growing business management and accounting firm that specializes in managing the tax and financial affairs of athletes, entertainers, international entrepreneurs and their businesses. 

 

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 business management account manager position.   

 

The Job

 

The person who applies for the position should have experience in the business management industry. 

 

Reporting directly to the partners, he or she will work with their team to manage their entertainment clients’ day-to-day business needs. 

 

In this role, you will interface directly with high profile and/or high net worth individuals. 

 

Your responsibilities will include but will not be limited to:  

 

1. Accounts payables and accounts receivables
2. Preparation of cash flows and financial Statements
3. Bank reconciliations
4. Medical insurance reimbursements
5. General ledgers and trial balances
6. Investment statements
7. Client payroll  

 

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 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:

 

1. Prepare and submit supplier setup documentation
2. Prepare and submit customer invoices
3. Code and post payments
4. Monitor customer accounts for non-payment and delayed payments

 

Accounts Payable Duties:

 

1. Check, verify and process invoices
2. Sort, code and enter accounts payable data
3. Obtain approvals for invoice payments
4. Maintain and Process 1099s for new vendors

 

Payroll/HR Function:

 

1. Set up new hire data in payroll system
2. Set up monthly payroll for final approval
3. Prepare and post payroll journal entries to GL
4. Set up access to benefits enrollment system

 

G/L:

 

1. Assist with month-end close
2. Assist with entity consolidation and
3. Perform account reconciliations
4. Other ad-hoc projects

 

Qualifications:

 

Required Experience:

 

1. BA/B.Sc. in Accounting or Business
2. Minimum three years’ experience working in an accounting department preferably with a dynamic high-tech, SAAS company
3. Proficient with MS software (Excel, Word, etc.)
4. Experience working with multiple accounting ERP software packages
5. Excellent written and verbal communication skills

 

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, 13 Jun 2016 00:00:00 PDT 0 Business Manager - Accounting Dept. Manager

Summary

 

Our client is a prestigious full service accounting firm located near Encino, CA. We are seeking an ambitious accounting manager candidate

 

This is a position with lots of growth potential and we are looking for a high potential candidate with drive and ambition that will be needed to manage and grow an accounting department that is already established.

 

About the Position:

 

The Accounting Manager performs a variety of confidential and complex accounting duties.  The Manager oversees daily and routine tasks as well as responds to client’s special needs and requests.  The Manager assists in the preparation and distribution of financial statements and ensures that all deliverables comply with regulatory standards.  The Manager will interact directly with the partners in meeting the needs of the firm and with peers in both the Business Management and Tax department’s offering support and backup when required or as workload dictates on a seasonal basis.

 

Essential Functions

 

1. Review and maintain General Ledger for a diverse mix of business entities (cash basis and accrual basis).
2. Reconcile Balance Sheet and Income Statement accounts.
3. Prepare pension accounting; including Asset Listing and Schedule of Income and Expense.
4. Process payroll (multi-state), quarterly/annual payroll tax returns including registering entities in various states for payroll; including set-up of EFTPS.
5. Prepare 1099’s, business tax returns, 571L, sales tax returns, and secretary of state filings. 
6. Interface directly with business managers and their clients in order to customize reporting to meet their needs.
7. Ad-hoc accounting and consulting projects as needed.

 

Job Qualifications and Requirements

 

1. Must have 5 year’s business management and/or public accounting firm experience, and previously worked with high net worth/high profile clients.
2. CPA or CPA in process preferred.  College degree preferred.
3. QuickBooks ProAdvisor
4. Must possess the ability to lead and manage a team as well as grow the department.
5. Must have excellent computer skills and have strong knowledge of computerized accounting software.  QuickBooks, Excel, Word, Outlook, Lacerte, and Prosystemfx.
6. Must possess exceptional organizational skills and the ability to handle multiple interruptions and adjustments to priorities throughout the day and week.
7. 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 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 Bachelor’s 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 Master’s 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 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:

 

1. Significant, successful audit leadership experience, managing the full life-cycle of the audit process.
2. Complete and thorough understanding of accounting and auditing standards in the construction and real estate business sector. Section 42 experience desirable.
3. 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.
4. 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
5. Strong interpersonal and leadership skills including listening, providing valuable performance feedback, group problem-solving, conflict resolution, with interviewing and hiring experience.
6. Excellent written and verbal communication skills to present information clearly and concisely to audit staff and clients.
7. Good culture fit within an environment of personal accountability and high integrity.
8. Ability to travel as required to serve client needs.
9. The firm also has clients with locations in other states.
10. 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.
11. 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 Accounting Manager

We provide the highest quality professional service and guidance to our clients and affiliates. 


Job Responsibilities:  

• Bachelor’s 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 – 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 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:

 

1. Assist tax manager with tax research and compliance functions
2. Assist with developing and implementing revenue generating concepts
3. Prepare and review tax returns (individual, corporate, partnership, etc.)
4. Assures compliance with federal, state and local tax laws and regulations
5. Conducts research and planning according to applicable tax laws and regulations
6. Prepare sales tax audits, annual tax forms, projections and tax notices
7. Minimizes tax liability through sound and informed application of laws and regulations
8. Maintains tax records, related schedules and related reports
9. Typically requires exercising independent judgment
10. Other assignments as required

 

Minimum Requirements

 

1. Bachelor’s in Accounting required
2. Minimum 4 to 5 years’ experience
3. Certified Public Accountant (CPA) required
4. Master’s degree in Tax is a plus
5. Knowledge of commonly-used concepts, practices, and procedures
6. Proficient in Lacerte, RIA, BNA as well as other accounting software
7. Excellent verbal communication skills and interpersonal skills
8. Strong leadership skills

 

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/
]]> Sat, 04 Jun 2016 00:00:00 PDT 0 Woodland Hills, 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 organization’s 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 – handling sensitive confidential information
• All Candidates will be tested on his/her Accounting knowledge

]]> Fri, 03 Jun 2016 00:00:00 PDT 0 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.

 

The firm focuses on services to closely held companies in traditional tax, accounting, auditing, and related consulting areas. Ranked in the top 50 largest accounting firm in the LABJ’s Book of Lists, and on The Best Places to Work List, our focus is recognizing opportunities and creating value for our clients by equipping them with the tools to make better business and financial decisions for the future.

 

As trusted advisors, our clients depend on us to provide timely information, innovative solutions and result-driven teamwork to ensure success.

 

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

 

We are looking for a dynamic individual who will be an active leader in our Tax Practice.

 

Job Requirements

 

1. CPA
2. B.S. degree with emphasis in Accounting
3. 6+ years of recent Public Accounting experience
4. Strong Computer and Communication skills
5. Client Management skills
6. Proficient reviewing corporate, individual, partnership, fiduciary and other returns
7. An ability to work within a team framework
8. An ability to multi-task
9. Strong Practice Development skills
10. Strong Mentoring skills
11. MT/MBT degree (or in process) is a plus
12. Experience in a wide variety of industries

 

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/
]]> Fri, 03 Jun 2016 00:00:00 PDT 0 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:

 

1. Regularly assess the status of department staff work, review their progress and answer questions.
2. Monitor time spent on engagements, and, when required, propose to the manager any necessary modifications in the engagement work plan.
3. Responsible for the day-to-day, on-the-job training of staff and concluding the engagement in an efficient manner.
4. Responsible for the detailed review of all working papers and the disposition of all follow-up items during the wrap-up of an engagement.
5. Prepare, review and approve all drafts of financial statements and accountants’ reports prior to review by the managers and/or partners.
6. Prepare, review and approve all tax returns prior to review by the managers and/or partners.
7. Prepare written review of Staff Accountants, Semi-Senior Staff Accountants and Administrative Assistants in the department.
8. Other duties as assigned.

 

Experience and Skills

 

Knowledge/Skills/Abilities:

 

1. Working knowledge of MS Office (primarily Word, Outlook, PowerPoint and Excel)
2. General knowledge of FASB regulations and GAAP
3. Must have a minimum of 3 years of previous experience supervising and training Staff and Semi-Senior Accountants
4. Excellent verbal and written communication skills
5. Presentation skills and strong organizational techniques are required
6. Highly motivated
7. Capable of managing multiple client engagements in addition to completing tasks related to business development

 

Minimum Position Qualifications:

 

1. 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.
2. Minimum of 5 years of experience gained within a public accounting firm.
3. Certified Public Accountant license preferred.

 

Preferred Position Qualifications:

 

1. Knowledge of accounting software (QuickBooks or similar) preferred
2. Knowledge of tax program software (ProSystem fx Tax or similar) preferred
3. Knowledge of engagement management software (ProSystem fx Engagement or similar) preferred
4. Knowledge of asset depreciation software (ProSystem fx Fixed Assets or similar) preferred
5. Knowledge of time record keeping software (Practice Solutions) a plus

 

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, 03 Jun 2016 00:00:00 PDT 0 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:

 

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 client’s 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.

 

Supervisory Responsibilities:

 

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

 

Requirements - Minimum Qualifications:

 

1. At least three (3) years’ experience in public accounting, demonstrating a progression in complexity of tax knowledge, auditing, and accounting tasks.
2. Bachelor’s degree in accounting, or Master’s degree in accounting.
3. Minimum of forty (40) hours of continuing professional education is required each year.
4. Either hold a current and valid CPA’s 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.

 

Success Factors:

 

1. Ability to communicate clearly and concisely in English.
2. Explore various industries area working towards developing an area of specialization or niche practice
3. 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 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:

 

1. Interface with client(s) on a daily basis.*
2. Supervise, train and mentor bookkeeping staff.*
3. Book investment statements.*
4. Book client payroll.*
5. Act as approver in Datafaction workflow.*
6. Review monthly and semi- annual General Ledger/Trial Balances.*
7. Onboarding new client inclusive of recording opening Trial Balance as journal entry and reconciling bank statements.*
8. Record purchase and refinance of client residence in Datafaction.*
9. Record purchase of client automobiles in Datafaction.*
10. Maintain cash flow and reporting requests for clients.*
11. Provide back-up coverage for the Account Managers as needed.*
12. Process Accounts Payable and Cash Receipts when bookkeeper is out.*
13. Coordinate and complete client loan applications and give to senior accountant for final review.*
14. Work closely with accounting department to ensure clean and accurate books.*
15. Create commission reconciliation schedules for non-touring clients.*
16. 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:

 

1. Oral and Written Communication Skills
2. Fluent Command of English
3. Professionalism
4. Time Management
5. Organizational Skills
6. Knowledge of Datafaction and Imaging software
7. Negotiations
8. Computer Literacy
9. Proficiency in Excel
10. Proficiency in Word
11. Interpersonal skills

 

Essential Function

 

Education / Experience:

 

1. High School Diploma and/or college preferred
2. 5 years or more Datafaction experience
3. Physical Demands / Work Environment
4. Occasional, standing, walking, crouching and lifting up to 15 pounds.
5. Frequent use of hands and reaching with hands and arms.
6. Regular talking, hearing, seeing, and sitting.
7. Moderate to loud noise level.
8. Risk of electrical shock.

 

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
]]> Wed, 25 May 2016 00:00:00 PDT 0 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:

 

1. Enter all Accounts Payable in Datafaction imaging and associate.*
2. Enter all Cash Receipts in Datafaction, Imaging and associate.*
3. Book investment statements.*
4. Book client payroll as directed.
5. Reconcile bank statements.*
6. Enter and process client credit card statement through credit card module.*
7. Setup client General Ledger codes.*
8. Set up new vendors in Datafaction.*
9. Support execution of client vendor tasks, e.g. telephone setup, billing.*
10. Run general ledger monthly, review and pass on to account manager.*
11. Scan image documents and maintain electronic filing system.*
12. Maintain Accounts Payable black books.*
13. Maintain Accounts Payable schedules.*
14. 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:

 

1. Oral and Written Communication Skills
2. Fluent Command of English
3. Professionalism
4. Time Management
5. Organizational Skills
6. Knowledge of Datafaction and Imaging
7. Negotiations
8. Computer Literacy
9. Proficiency in Excel
10. Proficiency in Word
11. Interpersonal skills

 

Education / Experience:

 

1. High School Diploma and/or college preferred
2. 2 years or more Datafaction experience

 

Physical Demands / Work Environment

 

1. Occasional standing, walking, crouching, and light lifting up to 15 pounds.
2. Frequent use of hands and reaching with hands and arms
3. Regular talking, hearing, seeing, and sitting
4. Moderate to loud noise level
5. Risk of electrical shock

 

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/
]]> Wed, 25 May 2016 00:00:00 PDT 0 TAX 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 review tax returns and ensure accounting department meets deadlines by performing the following duties.

 

Duties and Responsibilities include the following:

 

1. Review business and individual income tax returns and tax projections.*
2. Correspond with government agencies relating to client tax notifications received.
3. Ensure all tax planning related payments are made on time.*
4. Identify and research tax issues applicable to client transactions.*
5. Manage department workflow and quality control.*
6. Mentor staff towards achievement of internal and personal goals.
7. Coordinate deadline calendar planning for client team umbrella.
8. Administer annual performance reviews for staff.
9. Hire and terminate employees as needed.*
10. Attend Continuing Professional Education (CPE) and in-house tax workshops.
11. Work extended hours as needed.*
12. Update and educate staff on new taxes.
13. Ensure all tax returns, extensions and all relevant filings are completed and filed by deadlines.
14. Attend client meetings if requested by Partner. *
15. 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:

 

1. Oral and Written Communication Skills
2. Fluent Command of English
3. Professionalism
4. Time Management
5. Organizational Skills
6. Math Aptitude
7. Understanding of Generally Accepted
8. Accounting Principles
9. Financial Statement Analysis
10. Entity Income Taxation
11. Individual Income Taxation
12. Tax Research
13. Lacerte

 

Essential Function

 

1. BNA Tax Projection
2. Proficiency in Microsoft Office Suite
3. Proficiency in Windows
4. Problem Solving Skills
5. Education / Experience:
6. Bachelors Degree, Accounting (3.0 GPA or better)
7. Certified Public Accountant or Enrolled Agent
8. 8+ years related experience

 

Education / Experience:

 

1. Bachelor’s Degree, Accounting (3.0 GPA or better)
2. Certified Public Accountant or Enrolled Agent

 

Physical Demands / Work Environment

 

1. Occasional standing, walking, crouching, and light lifting up to 15 pounds.
2. Frequent use of hands and reaching with hands and arms
3. Regular talking, hearing, seeing, and sitting
4. Moderate to loud noise level
5. Risk of electrical shock

 

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/
]]> Wed, 25 May 2016 00:00:00 PDT 0 AUDIT ANALYST

 

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 prepare tax returns and client financial packages by performing the following duties.

 

Duties and Responsibilities include the following:

 

1. Review of royalty statements and accountings to ensure compliance with royalty agreements
2. Review of artist, producer, publishing and merchandise contracts files, account information, statement data, and other pertinent information affecting the royalty calculations and reporting
3. Prepare written reports which detail the findings, supported by excel-based schedules with calculations and summaries
4. Assist in fieldwork
5. Perform special projects and other 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.

 

1. Experience in interpreting artist, producer, publishing and merchandise contracts and processing royalty statements
2. Experience in domestic and foreign royalty operations desirable
3. Excellent organizational, writing and communication skills
4. Able to meet deadlines and work well under pressure
5. Ability to identify and solve problems
6. Four year college degree in finance, business, accounting or related field
7. Financial, auditing or legal experience a plus
8. Proficiency with Excel and Word
9. Ability to multi-task with various projects

 

Skills:

 

1. Oral and Written Communication Skills
2. Fluent Command of English
3. Professionalism
4. Time Management
5. Organizational Skills
6. Math Aptitude
7. Problem Solving Skills
8. Understanding of Generally Accepted Accounting Principles
9. Financial Statement Analysis
10. Entity Income Taxation
11. Individual Income Taxation
12. Proficiency in Microsoft Office Suite
13. Proficiency in Windows

 

 

Education / Experience:

 

1. Bachelor’s Degree, Accounting (3.0 GPA or better)

 

Essential Function

 

1. Physical Demands / Work Environment
2. Occasional standing, walking, crouching, and light lifting up to 15 pounds.
3. Frequent use of hands and reaching with hands and arms
4. Regular talking, hearing, seeing, and sitting
5. Moderate to loud noise level
6. Risk of electrical shock

 

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/
]]> Wed, 25 May 2016 00:00:00 PDT 0 ROYALTY MANAGER

 

ABOUT THE FIRM

 

Our client is a full service accounting / 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

 

Assists all areas of royalty administration, including, but not limited to publishing administration, record label administration, licensing, copyright registration, royalty statement analysis and audit analysis support.

 

Duties and Responsibilities include the following:

 

1. Prepare complex artist, producer, publisher, profit participation and mechanical statements *
2. Prepare complex income allocation schedules *
3. Prepare complex analytical reports *
4. Review of contracts and licenses to ensure that reported royalties are accurate *
5. Liaise with Account Managers within the Firm to accomplish shared goals in a professional and diplomatic manner *
6. Field internal and external licensing and royalty inquiries in a timely and accurate manner *
7. Meet hard reporting deadlines while maintaining a professional attitude under pressure *
8. Prepare application Form 8802 requesting Form 6166 and a letter of US residency certificate *
9. Other royalty-related duties and projects 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:

 

1. Solid Mathematical and Analytical Skills
2. Oral and Written Communication Skills
3. Fluent Command of English
4. High Level of Professionalism
5. Organizational/Prioritization Skills
6. Time Management Skills
7. Problem Solving Skills
8. Proficiency in Microsoft Office Suite
9. Proficiency in Windows
10. Willingness to Work Overtime

 

Education / Experience:

 

1. Minimum of 3 years of music royalties experience required
2. Bachelor’s Degree in Accounting or Business (or equivalent) strongly preferred

 

Physical Demands / Work Environment

 

1. Occasional standing, walking, crouching, and light lifting up to 15 pounds.
2. Frequent use of hands and reaching with hands and arms
3. Regular talking, hearing, seeing, and sitting
4. Moderate to loud noise level
5. Risk of electrical shock

 

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/
]]> Wed, 25 May 2016 00:00:00 PDT 0 SENIOR TAX ACCOUNTANT

 

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.

 

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

 

The duties of a senior accountant are as follows:

 

1. Prepare and review federal and state income tax returns including tax returns for individuals, corporations, partnerships, trusts, and non-for-profit organizations.
2. Plan, perform, and supervise audits, reviews, compilations, and other attestation engagements.
3. In connection with tax and A&A engagements, draft appropriate engagement letters.
4. Draft/review management representation letters and reports to management and those charged with governance (i.e. internal control letters and audit closing memoranda).
5. As appropriate, draft financial statements in accordance with U.S. GAAP or other bases of accounting.
6. Participate in the Firm's quality control programs for the A&A practice and Income Tax practice areas. 
7. Train and supervise entry-level professional staff.
8. Many of our clients use QuickBooks accounting software.  Senior Accountants should be comfortable and proficient at generating reports, extracting data, and posting adjusting entries.
9. In connection with our engagements, a senior accountant should be able to navigate through the firms’ paperless engagement software

 

As Senior Accountants progress to manager level positions, they will develop specializations.

 

EDUCATION AND CREDENTIALS:

 

1. CPA License required.  If not a California CPA, a candidate must be able to obtain a California CPA license within 12 months.
2. Advance degrees or specialty credentials are a plus.

 

EXPERIENCE REQUIREMENTS:

 

1. 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.
2. We prefer candidates who have worked in large or mid-sized firms in offices of 10 more professionals. 
3. Stable work history is highly preferred.
4. Experience must demonstrate progressive growth and assumption of responsibilities.
5. Personnel should have at least one year of supervisory experience.
6. 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 accountant’s reports and opinions.
7. Persons with a tax focus must be technically proficient with tax compliance in the following areas:
8. C and S-corporations
9. Partnerships and LLC’s
10. Individuals
11. Real estate transactions
12. Individuals having experience with foreign transaction reporting, and estate / trust taxation, and /or healthcare are preferred.

 

1. TECHNICAL SKILLS REQUIRED:

 

1. Candidates must be proficient with Windows and Microsoft Office.
2. 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.
3. Candidates must have sound writing skills.  This position will require drafting accountants’ 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.
4. 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. 
5. 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.
6. A candidate must demonstrate proficiency in spoken conversation via telephone or in face-to-face meetings.
7. Candidates should have good interpersonal skills.  Candidates should enjoy working with others and speaking with others. 
8. Candidates should be comfortable multi-tasking and overseeing multiple simultaneous assignments.

 

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, 23 May 2016 00:00:00 PDT 0 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 person’s 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:

 

1. Plan, perform, and supervise audits, reviews, compilations, and other attestation engagements.
2. In connection with tax and A&A engagements, draft appropriate engagement letters.
3. Draft/review management representation letters and reports to management and those charged with governance (i.e. internal control letters and audit closing memoranda).
4. As appropriate, draft financial statements in accordance with U.S. GAAP or other bases of accounting.
5. Participate in the Firm's quality control programs for the A&A practice and Income Tax practice areas. 
6. Train and supervise entry-level professional staff.
7. Prepare and review federal and state income tax returns including tax returns for individuals, corporations, partnerships, trusts, and non-for-profit organizations.
8. Many of our clients use QuickBooks accounting software.  Senior Accountants should be comfortable and proficient at generating reports, extracting data, and posting adjusting entries.
9. In connection with our engagements, a senior accountant should be able to navigate through the firms’ paperless engagement software

 

As Senior Accountants progress to manager level positions, they will develop specializations.

 

EDUCATION AND CREDENTIALS:

 

1. CPA License required.  If not a California CPA, a candidate must be able to obtain a California CPA license within 12 months.
2. Advance degrees or specialty credentials are a plus.

 

EXPERIENCE REQUIREMENTS:

 

1. 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.
2. We prefer candidates who have worked in large or mid-sized firms in offices of 10 more professionals. 
3. Stable work history is highly preferred.
4. Experience must demonstrate progressive growth and assumption of responsibilities.
5. Personnel should have at least one year of supervisory experience.
6. 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 accountant’s reports and opinions.
7. Persons with a tax focus must be technically proficient with tax compliance in the following areas:
8. C and S-corporations
9. Partnerships and LLC’s
10. Individuals
11. Real estate transactions
12. Individuals having experience with foreign transaction reporting, and estate / trust taxation, and /or healthcare are preferred.

 

1. TECHNICAL SKILLS REQUIRED:

 

1. Candidates must be proficient with Windows and Microsoft Office.
2. 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.
3. Candidates must have sound writing skills.  This position will require drafting accountants’ 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.
4. 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. 
5. 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.
6. A candidate must demonstrate proficiency in spoken conversation via telephone or in face-to-face meetings.
7. Candidates should have good interpersonal skills.  Candidates should enjoy working with others and speaking with others. 
8. Candidates should be comfortable multi-tasking and overseeing multiple simultaneous assignments.

 

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, 23 May 2016 00:00:00 PDT 0 BOOKKEEPER - FULL TIME

 

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.

 

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

 

BOOKKEEPERS perform vital roles.  They perform professional services, perform business management and data entry functions.  They also prepare payroll returns, sales tax returns, business property statements, and if abilities and time permit, individual income tax returns and business tax returns.  A bookkeeper's responsibilities include the following:

 

1. Prepare payroll, sales tax, and other local tax returns on a periodic basis. 
2. Draft correspondence to taxing authorities to address issues in the bookkeeper's purview.
3. Be comfortable contacting local taxing authorities, banks, and other businesses on behalf of our clients. 
4. Import a client’s financial information into our trial balance software.  Prepare and post adjusting entries into our trial balance software.
5. Perform after-the-fact accounting services (write-up) using QuickBooks or our trial balance software.
6. Using QuickBooks software, perform ongoing business management services for clients, including, depositing checks, check writing, bank reconciliation and account analysis.
7. On a periodic basis as required, prepare balance sheets, income statements, general ledger reports, etc. from the QuickBooks accounting program.
8. As directed, meet with client personnel to perform on-site accounting services.
9. As needed, process a variety of tax returns and correspondence for mailing to clients and taxing authorities.
10. 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:

 

1. An AA degree in accounting (or the equivalent) is preferred.
2. Microsoft Office and QuickBooks certifications preferred.   

 

EXPERIENCE REQUIREMENTS:

 

1. 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.
2. Experience in with income tax preparation is a plus.
3. Experience with a prior CPA firm or business management firm is preferred.
4. Minimum 3 years' experience required. 

 

TECHNICAL SKILLS REQUIRED:

 

1. 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.
2. Candidates must be proficient with Windows and Microsoft Office.
3. Proficiency with 10-key calculators is preferred.
4. Candidates should be typing proficient and should be able to type at least 25 WPM on a standard computer keyboard.
5. Candidates must have proficient business-level writing skills.  
6. Experience with accounting software, especially QuickBooks, is required. 
7. A  candidate must demonstrate proficiency in spoken conversation via telephone or in face-to-face meetings.  
8. Candidates should have good interpersonal skills and enjoy working with others and speaking with others.  Candidates should enjoy working individually and in teams. 

 

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, 23 May 2016 00:00:00 PDT 0 Job Description

 

Tax Manager

 

Our client, a regional California CPA firm is seeking a dynamic Tax Manager to join their growing office

 

The Tax Manager will be responsible for owning the client relationships with a variety of clients within the practice.

 

The Tax Manager will be responsible for managing multiple teams and providing performance feedback to all members of those teams at the conclusion of engagements.

 

These areas include: agriculture, construction, dairy, real estate, and manufacturing and distribution. We build trusting relationships with all of our clients in order to execute the most effective strategies to help them achieve their goals. Dedication and experience in tax, assurance, and consulting services are a must.

 

We're looking for hardworking, inspiring people who truly want to see their clients succeed to join our team. We're grateful for your interest in becoming part of our professional family.

 

We are currently seeking a Tax Manager with broad based experience for our Brea, California office who possesses the essential functions, knowledge, skills and abilities to perform this position.

 

The Tax Manager is responsible for directing more than one engagement at a time and generally reports directly to the partner or director responsible for the engagement. One possessing top communication skills, providing direction and technical guidance to junior staff. Confidence to lead primary contact with clients, ability to resolve tax related matters, support and build key relationships. This position provides an excellent opportunity for the right individual to develop judgment and breadth of experience needed to become a Senior 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:

 

1. Maintain, develop and expand client relationships.
2. Assist in the Firm’s administrative matters as directed.
3. Fully administers client engagements as assigned.
4. Communicate progress of work to partner(s)/Director.
5. Prepare client billing information and assist in collection efforts.
6. Develop new tax engagements from existing client work.
7. Meet with prospective clients and attract them by demonstrating superior tax skills.
8. Make recommendations to change policies or procedures to implement more effective department operations.
9. Focus efforts on consulting with clients on moderate to complex issues; follow-up with innovative solutions to effectively meet and exceed client expectations.
10. Manage all aspects of client projects, including but not limited to, delegating tasks and assisting with resolution of project issues.
11. Act as a mentor to accounting staff while providing constructive feedback and identifying needs for professional development.
12. Manage preparation of federal, multi-state, international corporate (consolidated and separate), partnership individual returns, net-for-profit, and others as required.
13. Supervise and timely complete multiple engagements simultaneously including staffing selection and review.
14. Complete complex tax planning research assignments with multiple alternatives and presentations to clients.
15. Recognize and take advantage of practice development opportunities.
16. Keep up with emerging tax rules and regulations.
17. Other duties as assigned.

 

Required Experience:

 

Knowledge/Skills/Abilities:

 

1. Must be technically proficient in broad based areas of taxation.
2. Must have a minimum of 3 years of previous experience supervising and training Staff and Senior Accountants.
3. Excellent verbal and written communication skills.
4. Presentation skills and strong organizational techniques are required
5. Highly motivated.
6. Capable of managing multiple client engagements in addition to completing tasks related to business development.
7. Able to attain visibility and recognition within your industry specialization and in your local market.

 

Minimum Position Qualifications:

 

1. Bachelor's degree in Accounting and CPA required; Master's degree in Business Administration or Taxation a plus.
2. Minimum of 7-years of experience gained within a public accounting firm.
3. Certified Public Accountant license required.

 

Preferred Position Qualifications:

 

1. Working knowledge of MS Office (primarily Word, Outlook, PowerPoint and Excel)
2. Masters in Taxation is a plus.

 

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, 20 May 2016 00:00:00 PDT 0 Accounting Manager

 

Reports to:  Financial Controller

 

Role Responsibilities and Scope

 

The Accounting Manager role is a new position created through growth and expansion.

 

Description of role and responsibilities (List all that apply):

 

Support Financial Controller in ensuring financial integrity and accuracy through daily management (of General Accounting, Payroll and Cash Management), problem-solving processes, and strong internal controls. Roles and responsibilities are as follows:

 

General Accounting:

 

1. Obtain and maintain a thorough understanding of the financial reporting and general ledger structure
2. Responsible for the for the accuracy and integrity of the GL module
3. Support operational and accounting function of the general ledger and the monthly close process
4. Ensure accounting records are prepared and maintained in accordance with GAAP, industry related accounting principles and practices, company’s accounting policies, chart of accounts, and sub-ledgers
5. Support accurate and timely monthly, quarterly and year end close
6. Support preparation of periodic financial statements and analysis
7. Ensure the accuracy, quality and efficiency of accounting reconciliations
8. Advise staff regarding the handling of non-routine reporting transactions
9. Collaborate with management to develop schedules, procedures, and systems to enable timely accumulation, adjustment, and reporting of financial data
10. Support internal project to have process narrative documented and  key preventive and detective controls in place for major financial statement cycles
11. Assist in development and implementation of new procedures and features to enhance the workflow of the department
12. Support process improvement initiatives for development, enhancement, upgrade and maintenance of accounting systems
13. 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
14. Ensure a clean and timely year-end audit, including support of the external financial audit process
15. Prepare audit schedules and supporting documentation
16. Resolve escalated issues from department with internal and external customers
17. Provide training to new and existing staff as needed
18. Handle personnel issues relating to staff conflicts, absenteeism, performance issues, etc.
19. 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:

 

1. Years of Experience in Field: 4-6 Years
2. Years of Experience in Position: 0-1 year
3. Years of Experience in Supervising Employees: 4
4. Preferred (Optimal Candidate):
5. Years of Experience in Field: 4-6 Years
6. Years of Experience in Position: 1+
7. Years of Experience in Supervising Employees: 4+

 

Education

 

Minimum Required:

 

1. BA/BS in Business with concentration in Accounting or Finance
2. Preferred (Optimal Candidate):
3. Certified Public Accountant (active or inactive)
4. Minimum 3-5 years of Accounting/Finance experience with large public or private company

 

Required Skills

 

1. Strong understanding of US GAAP accounting concepts and principles
2. Strong analytical skills required
3. Strong computer skills required
4. Experience with large ERP systems; Oracle preferred
5. Excellent verbal and written communication skills
6. Ability to prioritize and organize workflow and deliverables
7. Ability to work in team environment
8. Strong people management skill and managing to large team dynamics

 

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, 17 May 2016 00:00:00 PDT 0 Audit Assurance Manager

 

Position Summary

 

Our client, a national CPA firm with multiple offices is seeking a dynamic Audit Assurance Manager to join their growing Irvine office.

 

The Assurance 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.

 

Essential Responsibilities

 

1. Develops and strengthens long-term relationships with senior client management, manages client expectations, and ensures client satisfaction.
2. Establishes work plan for each client assignment including assigning tasks and responsibilities, and ensures completion in accordance with plan and client expectations.
3. Manages the assignment budget and profitability in area of responsibility
4. Managers the preparation of financial statements and management letters.
5. Reviews and prepares work papers to ensure documentation adequately supports conclusions reached.
6. Provides staff evaluation and guidance during and at the end of each engagement as well as completes annual and semi-annual performance evaluations.
7. Conducts research, prepares memorandums and summarizes findings.

 

Education and Experience

 

1. B.S degree in accounting and CPA required. Advanced degree preferred.
2. Minimum 5 years accounting and audit experience in a public accounting firm.
3. Proficient knowledge of GAPP and GAAS.

 

Skills and Competencies

 

1. Demonstrates working knowledge of accounting systems including Excel and QuickBooks. Experience with CaseWare and/or ProSystem fx Engagement a plus.
2. Demonstrated ability to lead, motivate, develop and coach teams.
3. Strong interpersonal skills and active participation in networking.
4. Strong project management and problem solving skills.
5. Demonstrates strong ability to develop and maintain customer service approach when building and maintaining client relationships.
6. A general understanding of market trends including opportunities, global and local business initiatives and stakeholder/competitor interests.

 

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, 10 May 2016 00:00:00 PDT 0 Accounting Manager – Tax, & Audit

 

Position Summary

 

Our client is a full service accounting, auditing and financial services firm, they are seeking a highly motivated and experienced CPA to be part of a growing team in their Thousand Oaks office

 

The firm is an integrated CPA firm that provides accounting, business advisory and tax services. The successful candidate will be a Senior to Management Level Accountant with a bachelor’s degree in accounting and a minimum of five years accounting experience working on clients in the Construction Industry.  

 

Requirements:

 

1. A CPA license and/or CPA candidate is preferred.  
2. 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.
3. Knowledge of construction specific accounting software (a majority of our existing clients use Foundation Software) is 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, 09 May 2016 00:00:00 PDT 0 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:

 

1. 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.
2. Proactive tax planning and coordination of tax strategies with the client and engagement team.
3. 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).
4. Performing complex tax research in response to client tax matters and preparation of research memos.
5. Management of and communication with multiple clients, including monitoring budgets and production goals.
6. Assisting with development and implementation of firm procedures and processes.
7. Supervising other team members, including: mentoring, coaching, training and evaluating.
8. Building new and existing client relationships.

 

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, 22 Apr 2016 00:00:00 PDT 0  
 

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 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:

 

1. Assisting in monthly, quarterly and year-end financial closing processes;
2. Providing detailed reconciliation of cash, fixed assets, accounts payable, etc.
3. Assisting in regular processing of non-financial management reports;
4. Providing ad hoc analysis of billing and GL financial systems;
5. Managing team priorities and deadlines; and
6. Participating in special projects as assigned

 

Required Skills

 

1. Self-motivated with strong attention to detail and excellent work ethic;
2. Strong written and verbal communication skills with the ability to work effectively both individually and as a team; and
3. Solid reconciliation and analysis skills

 

The ideal candidate will have:

 

1. Minimum of 5 years of progressive accounting experience; and
2. Advanced skills in Microsoft Excel/data analysis; and
3. Wide experience with a financial or accounting systems

 

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, 04 Apr 2016 00:00:00 PDT 0 Tax Manager - Contract

 

Our client, a large insurance company is looking for an Interim Tax Manager in their Woodland Hills office.

 

We are looking for someone who has corporate tax return experience using Corptax.

 

Having tax provision experience is a plus but not a must. 

 

Responsibilities:

 

1. Prepare and review corporate tax returns, estimates, extensions, and assessments.
2. Prepare the consolidated FAS 109 and FIN 48 provision, the consolidated Corp Return to Provision, and the consolidated return.
3. Prepare quarterly GAAP, STAT (FAS 109), and IFRS provisions using CorpTax.
4. Assist Tax Director to respond to various tax issues, tax questions and external tax preparation vendor requests.

 

Job Requirements

 

1. 5+ years tax experience with thorough knowledge of the tax process 
2. BS in Accounting from an accredited university 
3. CPA is a plus.
4. Independent worker able to work with no / minimal supervision
5. Strong research and writing skills 
6. Strong skills in general accounting 
7. Excellent MS Office 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, 25 Mar 2016 00:00:00 PDT 0 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 client’s 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) years’ experience in public accounting, demonstrating a progression in complexity of tax knowledge, auditing, and accounting tasks.

2.    Bachelor’s degree in accounting, or Master’s degree in accounting.

3.    Minimum of forty (40) hours of continuing professional education is required each year.

4.    Either hold a current and valid CPA’s 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 Tax Senior

 

One of the nation’s top accounting firms, and one of Southern California’s 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 Tax Accountant – 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:

 

1. Perform REIT tests and REIT administration activities
2. Prepare and/or review federal and state tax returns and work papers, including estimates and extensions
3. Prepare projected taxable income calculations
4. Prepare nonresident partner withholding tax calculation and related forms
5. Review tax depreciation and prepare reconciliation of fixed asset accounts
6. Prepare and maintain “permanent schedules”, including tax bases analysis, 704(c), cumulative book/tax differences, earnings and profits, etc.
7. Prepare income tax provision, deferred tax analysis, FIN 48 and tax related financial disclosures
8. Prepare and maintain tax financials
9. Assist in all tax compliance activities including interaction with outside accounting firms for certain outsourced returns
10. Substantial interaction with accounting and other departments especially in regards to data collection
11. Assist in advising management on miscellaneous tax matters including acquisition and liquidation analysis and other project as necessary
12. Federal and state tax research as necessary
13. Assist with tax audits as necessary
14. Achieve and maintain a working knowledge of the business operations
15. Demonstrates behaviors which are aligned with the organization’s desired culture and value

 

Job Requirements

 

1. BA in Accounting required. CPA is a plus
2. 1 - 3 years of accounting and tax experience. Experience in both private industry and public accounting is a plus
3. Experience in corporate and partnership income tax matters
4. Knowledge or experience with ASC 740, SOX, and SEC reporting is a plus
5. Familiarity with REIT, registered investment companies, and multi-states tax is a plus
6. Excellent Microsoft Office computer skills, including Excel & Word
7. Excellent communication skills both written and verbal
8. Strong work ethic, team player with strong attention to detail and ability to work independently
9. Proven track record at delivering timely and accurate information in a fast paced environment
10. 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 Tax Manager – 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 Company’s 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:

 

1. Responsible for ASC740 preparation of deferred tax assets, valuation allowances, and rate reconciliations
2. Review and approve tax related journal entries, reconciliation of the tax accounts and ensure the accuracy of required supporting documentation
3. Conducts tax research and prepares quarterly tax footnote disclosures and tax discussion for the MD&A
4. Assist with internal tax compliance controls for accuracy (SOX) and quarterly audit requests and other tax related requests
5. Manage the delivery of quarterly taxable income estimates, tax payments & certain provisions
6. 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
7. Assist with the maintenance of the fixed asset database
8. Assist in resolution of federal, state and local tax notices and audits
9. Perform research on various direct and indirect tax issues and prepare various tax filings
10. Perform other duties as requested by management

 

Qualifications:

 

1. 4-year degree in accounting, finance or other business related field
2. 5+ years of public accounting tax experience or 6+ years of related experience (combination of public and private preferred)  
3. Certified Public Accountant (CPA)
4. Proficient with accounting for income taxes (ASC740) is a must
5. Must be detail oriented, efficient and organized
6. Ability to manage and prioritize multiple projects and manage upward to multiple individuals in a fast-paced environment with tight deadlines
7. Ability to identify and propose solutions to complex tax issues
8. Ability to multi-task and work in tight frames and deadlines
9. Excellent oral and written communication skills
10. Proficient in Excel at an advanced level
11. 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:

 

1. Typical Office Environment – no unusual exposures
2. 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 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 – 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

 

• Bachelor’s Degree in Accounting.
• CPA certification (active).

]]> Wed, 17 Feb 2016 00:00:00 PST 0 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:

 

1. At least two years of public audit experience in public accounting
2. CPA or demonstrating progress towards obtaining CPA certification
3. BA/BS degree from an accredited college/university with a degree in accounting
4. Proficiency in GAAP and GAAS procedures and standards
5. Ability to problem solve and think independently with strong interpersonal and analytical skills
6. Excellent communication, both written and verbal, at all levels of the organization,  internally and externally
7. Strong computer skills including Microsoft Office, especially Excel, and audit software

 

Responsibilities:

 

1. Ability to balance multiple projects while providing timely, high quality client service that meets or exceeds client expectations
2. Preparation of financial statements and related disclosures with an eye on quality, thoroughness and accuracy
3. Communication with clients and understanding of client’s business
4. Supervising and teaching staff and interns on engagements
5. Keeping abreast of the  latest developments and ensuring individual professional development through ongoing education
6. Anticipating and addressing client concerns and escalating problems as they arise
7. Recognizing opportunities to increase level and types of services to clients

 

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/
]]> Fri, 12 Feb 2016 00:00:00 PST 0 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 Tax Manager - Non Profits

 

Our client, a regional California CPA firm is seeking a dynamic Tax Manager with NPO experience to join their growing office near Lakewood

 

The Tax Manager will be responsible for owning the client relationships with a variety of clients within the practice. The Tax Manager will be responsible for managing multiple teams and providing performance feedback to all members of those teams at the conclusion of engagements.

 

Join an award-winning top 100 public accounting firm in the US.

 

They really care about the well-being of their employees by providing a genuine work-life balance commitment for their employees.

Tired of the relentless, unrewarded long hours? Maybe the Big 4 is proving too stressful? Or maybe you feel that your career is stalling and you need a career path with more transparency. If you are inclined to feel that your skills will be better appreciated elsewhere then do consider this opportunity.

 

Due to continued growth they are now looking for a Tax Manager with Not for Profit/Higher Education experience to join the firm's dynamic team of tax professionals for its Los Angeles office.

 

Tax Managers provide review of returns, planning, research and compliance and developing and sustaining excellent client relationships are priorities for this position.

 

Required experience:

 

1. Bachelor's degree in accounting required; Master's degree in Taxation preferred
2. Minimum of 5 years of tax experience gained within a public accounting firm or related experience
3. Minimum 5 years of Not for Profit/Higher Education industry experience
4. CPA required
5. Broad basic background in gift & estate, corporate and partnership taxation
6. 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 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

 

1. 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
2. Manage Value Added Tax for international operation in Mexico
3. Review and modify current procedures to address tax variance issues with Accounts Payable
4. 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
5. 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)
6. Manage business license renewals for all 19 locations (plus annexes)
7. Manage all property tax compliance and payment
8. Manage property tax appeals with consulting firms as appropriate
9. Assist in international tax research and planning (VAT, duties, etc.)
10. Assist Tax Manager with income tax compliance on an ad-hoc basis
11. Research various tax issues related to H/R and work with H/R to implement new procedures
12. Work cohesively with the Economic Development group to ensure we obtain the best tax incentives possible
13. Perform annual incentive compliance with governmental agencies regarding property tax/sales tax abatements
14. Perform tax research to support domestic and foreign expansion

 

Work Experience

 

Required:

 

1. 7-10 years sales/use tax, property tax, audit defense, international taxes. 
2. At least 4 years of public accounting experience.
3. Experience may include a combination of work experience and education

 

Competencies

 

1. Problem Solving - identifies and resolves problems in a timely manner; gathers and analyzes information skillfully.
2. Planning/Organizing - uses time efficiently; plans for additional resources; sets goals and objectives; organizes or schedules other people and their tasks.
3. Detail oriented and accurate - minimizes mistakes, follows every step in a process and follows through with all tasks
4. Oral Communication - speaks clearly and persuasively in positive or negative situations; demonstrates presentation skills.
5. Written Communication - writes clearly and informatively; presents numerical data effectively; able to read and interpret written information.
6. Leadership - inspires and motivates others to perform well; influences actions and opinions of others; Displays passion and optimism.
7. Managing People - fosters quality focus in others; Improves processes, products and services

 

Education

 

1. Bachelor's Degree in Business Administration
2. 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 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

 

1. 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.
2. Assist in preparation of our clients’1099 (1099-B, INT and DIV) year-end tax information reporting, including reviewing, recommending, and making adjustments to client year-end tax reports.
3. General accounting for client business’ to be used in preparing income tax returns, including preparation of trial balances and related adjusting journal entries; preparing deposits and disbursement requests.
4. Stay current on latest tax law changes. Take advantage of continuing education opportunities.
5. Assist with general administrative functions of the Tax Department.
6. Assist with other Corporate accounting projects as needed.
7. Special projects, as necessary.

 

COMPETENCIES REQUIRED

 

1. Minimum 2+ years’ experience in tax preparation.
2. Excellent knowledge of federal and state tax laws and regulations.
3. Strong knowledge of Excel, Word and Quick Books.
4. 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.
5. Strong reconciliation and analysis skills.
6. Must be a team player and be willing to work over-time (including weekends) when necessary.

 

PERSONAL CHARACTERISTICS

 

1. Strong client service focus. Responsive to needs of colleagues and clients.
2. Ability to prioritize and multi-task.
3. Meticulous attention to detail. Must be thorough and accurate.
4. High integrity with a strong work ethic.

 

EDUCATIONAL REQUIREMENTS

 

1. Bachelors’ degree required.
2. Master’s degree in taxation preferred.
3. 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 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 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 Trust’s 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 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 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 properties’ 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 Tax Senior

 

One of the nation’s top accounting firms, and one of Southern California’s 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 Tax Partner – 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:

 

1. Management of client engagements encompassing:
2. Retention, and development and of a high quality team
3. Technical oversight of tax work for domestic and international clients
4. Management of client relationships
5. Quality control of delivered work product
6. Business and process improvements
7. Understand and manage firm risk on tax services
8. Manage, develop, train, and mentor staff on tax projects
9. Thought leader and technical expert on complex tax returns
10. Consult on complex tax matters
11. Manage tax research projects 

 

Required Skills

 

The ideal candidate will possess:

 

1. 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
2. Demonstrated ability to generate business through current client contacts and networking
3. Active CPA required; MST, JD, and/or LLM highly preferred
4. 10-15 years progressive federal tax consulting and/or compliance experience in public accounting
5. Proven success in a leadership role managing high level clients and high performing teams
6. Experience managing high level engagements with in-bound and out-bound tax clients
7. Client industry experience in multiple industries including Manufacturing and/or Technology sector
8. Strong Federal Compliance experience
9. Experience with ASC740 required
10. Exceptional verbal and written communication skills with a demonstrated ability to develop and maintain outstanding client relationships

 

What's In It for You

 

1. Extremely competitive compensation package that matches or exceeds the Big 4
2. 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 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;  Master’s 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 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 organization’s 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 – handling sensitive confidential information
• All Candidates will be tested on his/her Accounting knowledge

]]> Tue, 29 Dec 2015 00:00:00 PST 0 Tax Manager – 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:

 

• CPA’s 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:

• CPA

 
]]> Tue, 15 Dec 2015 00:00:00 PST 0 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 organization’s 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 – handling sensitive confidential information
• All Candidates will be tested on his/her Accounting knowledge

]]> Mon, 07 Dec 2015 00:00:00 PST 0 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

 

1. Minimum qualifications include a BA or BS in Accounting or Finance
2. 3+ years of recent public accounting experience. 
3. 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

 

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 Nov 2015 00:00:00 PST 0 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 clients’ 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:

 

1. Reviews consolidated GAAP financial statements, work papers, footnotes, etc.
2. Responsible for the accuracy and completeness of the quarterly and annual compilations.
3. Performs technical accounting research on complex transactions and prepares documentation outlining issues and conclusions.
4. Manages clients’ day-to-day and audit requests in a timely manner.
5. Assigns, schedules, and manages projects to accomplish accurate and efficient client deliverables.
6. Manages, trains, mentors, and motivates all levels of personnel in the department.
7. Assumes a leading role in the recruiting and performance evaluations processes and developing training aids.
8. Handles client billing function and assists in professional development projects.
9. Facilitates department meetings and in-house training.
10. Oversees the workflow in the department to ensure effective administration.
11. Keeps the department director informed of personnel and client matters and project status.
12. Establishes and maintains long-term professional relationships with clients through exceptional services.
13. Performs other duties as may be assigned.

 

Required Experience and Qualifications:

 

1. Bachelor’s degree in accounting.
2. CPA license.
3. 6+ years of public accounting experience.
4. 2+ years of managerial experience.
5. Private equity fund experience is preferred.
6. Excellent interpersonal, oral and written communication skills.
7. Effective and efficient upward and downward communicator.
8. Detail-oriented with the ability to multi-task.
9. Strong problem solving, analytical, and organizational skills.
10. 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 TAX SUPERVISOR

 

Summary:

 

Our client is a full service public accounting firm that is consistently ranked as a top place to work in the South Bay.

 

Our Torrance office is currently seeking a friendly, enthusiastic, high-energy individual to join our Firm as Tax Supervisor.

 

Duties and responsibilities:

 

1. Complex tax return preparation and review (individual, corporation, partnership, fiduciary, and exempt organization)
2. Prepare tax projections
3. Assist with reviewed and compiled financial statements for clients as required
4. Tax research
5. Correspond with tax authorities for notices and/or audits
6. Train and develop staff accountants
7. Experience preparing payroll, 1099’s and sales and use tax is a plus

 

Qualified candidates must meet the following requirements:

 

1. CPA
2. Bachelor’s degree in Accounting;
3. Minimum of 8 years’ experience in public accounting
4. Proficient with Lacerte tax software
5. Strong bookkeeping skills
6. Strong knowledge of Quickbooks
7. Ability to meet multiple deadlines
8. Must be able to handle multiple tasks concurrently with ease and professionalism and have attention to detail
9. Strong written and verbal communication skills
10. 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 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 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.   

 

1. Maintains up-to-date billing system;
2. Generate contract and invoice through the Accounting System;
3. Follow up on, collect and allocate payments;
4. Carry out billing, collection and reporting activities according to specific deadlines;
5. Perform account reconciliations;
6. Monitor customer account details for non-payments, delayed payments and other irregularities;
7. Research and resolve payment discrepancies;
8. Generate age analysis;
9. Review AR aging to ensure compliance;
10. Maintain accounts receivable customer files and records;
11. Follow established procedures for processing receipts, cash...etc.:
12. Develops and maintain financial databases;
13. Prepare bank deposits and reconcile bank accounts;
14. Investigate and resolve customer queries;
15. Prepare and process adjustments;
16. Initiate collection efforts by communicating with customers via phone, email mail or personally;
17. Assist with month-end closing;
18. Perform additional assignments per supervisor’s direction.

 

Education and Experience

 

1. Knowledge of accounts receivable;
2. Knowledge of general bookkeeping procedure and accounting principles;
3. 3 years accounts receivable and general accounting experience;
4. Bachelor’s degree with emphasis in Accounting/Finance or related field;
5. Detail-oriented and accurate;
6. 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 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 years’ experience of tax preparation.

 

Candidate must be able to work under limited supervision, help take charge and mentor staff.

 

Responsibilities:

 

1. Prepare and review income tax returns for individuals, trusts, partnerships and corporations
2. Research complex tax issues
3. Tax planning and projections
4. Reporting to managing team member

 

Requirements:

 

1. Candidate must have a bachelor’s degree (or higher) in accounting, finance or related field
2. Prefer CPA, Enrolled Agent or other appropriate certification (or in the process of pursuing)
3. Experience in ProSystem or Access Tax is a plus
4. Must be detailed oriented, able to multi-task and to set priorities
5. Excellent verbal, written communications and interpersonal skills
6. 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 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:

 

1. Performs diversified accounting and auditing 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. Builds client relationships and maintains smooth working relationship.
5. 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.
6. Participates in planning and scheduling client engagements.
7. Directs and instructs assistants, where applicable, in work to be performed and working paper review.
8. Determines the extent of test-checking required in an audit and selects the transactions to be tested.
9. Prepares and indexes working papers; performs various procedures established under generally accepted auditing standards to verify accuracy and validity of client’s financial matters.
10. Prepares routine correspondence to client for approval and signature of a Partner; writes comments for management letters.
11. Drafts reports including footnotes.
12. 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 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 ability to complete work in an efficient and accurate manner.
4. Ability to reason and multi-task.

 

Requirements

 

Minimum Qualifications

 

1. Bachelor’s degree in Accounting (or foreign equivalent) or a related field and 3 years’ experience in job offered or closely related occupation.
2. Employer will accept any suitable combination of education, training, or experience.

 

Success Factors:

 

1. Ability to communicate clearly and concisely in English.
2. Proactively seeks knowledge, new task and responsibilities.
3. Cooperative and responsive to training, supervision and constructive feedback.
4. 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 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:
 

1. Dissecting financial models and creating more efficient methods that help the client
2. Work with a team on delivering consulting assignments to client on schedule and within budget
3. Draft reports for partner review and report findings to clients in a timely manner
4. Responsible for training clients in implementation solutions
    

Job Requirements:
 

1. Bachelor Degree in finance, accounting
2. At least 4 years of progressive working experience with an in-depth understanding of finance and accounting
3. Strong analytical and problem solving skills with high commitment to quality client service
4. Strong consultation and communication skills, self-initiation, good team player, and willingness to work under pressure
5. Media experience would be a plus
6. Proactive and committed
7. Excellent project management and interpersonal skills.
8. Financial modeling skills are required.
9. Outgoing character. Strong sense in business development is required.
10. Proficient in Microsoft Office and Excel.
11. 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 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 client’s business and tax systems, take responsibility for clearing open items relating to assigned areas, and for meeting client deadlines.

 

Responsibilities:

 

1. Prepare income tax returns for individuals, trusts, partnerships and corporations
2. Prepare and review client work papers
3. Prepare compilations and reviews
4. Tax research and tax planning

 

Requirements:

 

1. Candidate must have a bachelor’s degree (or higher) in accounting, finance or related field
2. Excellent technology skills
3. Excellent verbal, written communications and interpersonal skills
4. 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 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 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 years’ 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.

 

1. Qualifications:
   
   3-5 years’ experience with responsibilities described below:
2. QuickBooks expertise
   Proficient computer skills in Excel, Word, and Outlook
3. Excellent organizational skills and attention to detail
4. Ability to manage multiple clients
5. Good communication skills and a professional demeanor
6. Type 40 wpm
7. 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 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 you’re interested, here is the challenge for your first year.

 

1. Practice Leaders build the firm through practice development at your assigned existing clients and meeting established revenue goals.
2. 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.
3. Practice Leaders have the ultimate responsibility of maintaining and building the client relationships.
4. Practice Leaders are responsible for negotiating the scope of the work, bill rates and budgets for recurring projects at existing clients.
5. 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.
6. 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:

 

1. 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
2. Identification and measurement of uncertain tax positions under ASC 740-10 (fka FIN48)
3. Determination of tax provision impact associated with stock-based compensation and/or business combinations
4. Documentation of tax positions and effective communication with audit firm personnel
5. The Practice Leader’s responsibility includes ensuring overall project success as well as completing original work as needed.
6. Take ultimate responsibility for the quality in the client deliverables.
7. Possess clear and concise writing, and verbal skills to communicate complex issues in simple terms to clients and team members.
8. Given the environment of our clients, the ability to adapt to unexpected changes to timelines, deadlines, and the scope of work is a must.
9. 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:
10. Building the firm through practice development efforts at new and existing clients.
11. 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 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:

 

1. 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:

 

1. Ability to organize work and projects, prioritize, meet deadlines, and complete work in an efficient and accurate manner. 
2. Ability to reason and multi-task. 
3. Proficiency with computer and spreadsheet software programs. Proficient in Microsoft Office Tools (WORD, EXCEL, Outlook) and QuickBooks.
4. Familiarity with legal research, analysis, and development of evidentiary materials.
5. Attentive to detail, self-sufficient, requiring minimal supervision.
6. Strong verbal, written and organizational skills.
7. Excellent interpersonal skills, able to get along with many kinds of personalities.
8. Ability to maintain confidentiality.
9. Dependable, with excellent attendance record.

 

Working Conditions:

 

General office working conditions, including occasional assignments at client or offsite locations.  Occasional overtime work required throughout the year.

 

Minimum Qualifications:

 

1. Two or three years work experience desired.
2. BA or BS degree or specialized professional training, along with experience working in a CPA or law firm.

 

Success Factors:

 

1. Executes assignments thoroughly, accurately, and in a timely manner.
2. Demonstrates a strong work ethic.
3. Demonstrates an ability to learn and take on assignments of increasing responsibility and skill level.
4. Strong verbal, organizational, and interpersonal skills.
5. 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 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:

 

1. Prepare general accounting to assist clients in managerial oversight, forecasts, budgets and implementation of improved accounting and financial systems.
2. Perform tax planning, forecasting, development of tax strategies, and tax preparation services.
3. 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.
4. Demonstrate forensic accounting, business valuation and damages expertise and stay abreast of current news.
5. Apply legal knowledge to research, analyze cases, and prepare interrogatories and discovery information.
6. Analyze financial information received from clients and subject companies.
7. Supervise SLBiggs support staff and review staff work and reports.
8. Build client rapport and maintain smooth working relationships with clients.

 

Nonessential Functions:

 

1. Professional development: attend continuing education seminars to build expertise.
2. Develop contacts within financial and legal community for new business; attend meetings for the purpose of developing contacts and referral services.
3. Promote the ideals, values, mission, and vision of the Firm.
4. Maintain appropriate compliance with all Firm and departmental policies and procedures.
5. Other duties as assigned.

 

Knowledge, Skills and Abilities:

 

1. Project management skills and ability to handle multiple priorities, meet deadlines, and provide status reports to Partners and Directors.
2. Demonstrate ability to structure and perform financial consulting projects and effectively manage client expectations and relationships.
3. A strong finance, accounting, or economics background and exposure to theory and applications are required.
4. Legal knowledge and experience in legal research, analysis, and development of evidentiary material for use in legal proceedings.
5. Excellent mathematical, analytical, and computer skills are required.
6. Exceptional writing, communication, management, organization, and interpersonal skills.

 

Supervisory Responsibilities: Supervision of support staff.

 

 

Working Conditions:

 

1. Occasional same day travel for work at clients' offices, meetings, or seminars using personal vehicle.
2. Overtime work required throughout the year. 
3. Minimal Hazards. General office working conditions.

 

Minimum Qualifications:

 

1. BA or BS in Finance or Accounting; MBA, CPA, ASA, or CFA preferred.
2. Background in accounting, finance, or economics.
3. 3 to 5 years general accounting, audit, tax, and/or law.

 

Success Factors:

 

1. Executes and oversees assignments to ensure they are completed thoroughly, accurately, and in a timely manner.
2. Demonstrates a strong work ethic.
3. Thorough knowledge and proficiency in advanced technical skills necessary for advising clients.
4. 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 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 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 client’s business and tax systems, take responsibility for clearing open items relating to assigned areas, and for meeting client deadlines.

 

Responsibilities:

 

1. Prepare income tax returns for individuals, trusts, partnerships and corporations
2. Prepare and review client work papers
3. Prepare compilations and reviews
4. Tax research and tax planning

 

Requirements:

 

1. Candidate must have a bachelor’s degree (or higher) in accounting, finance or related field
2. Excellent technology skills
3. Excellent verbal, written communications and interpersonal skills
4. 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 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 – 8 years’ experience of tax preparation and advance knowledge of tax regulations and their relationships to business.

 

Responsibilities:

 

1. Prepare, oversee the completion of, and review complex income tax returns for individuals, trusts, partnerships and corporations
2. Research complex tax issues
3. Tax planning and projections
4. Draft written responses to tax notices from various federal and state tax agencies
5. Meet with prospective clients
6. Provide support and mentoring to your team, manage account assignments, and act as a point escalation as needed

 

Requirements:

 

1. Prepare, oversee the completion of, and review complex income tax returns for individuals, trusts, partnerships and corporations
2. Research complex tax issues
3. Tax planning and projections
4. Draft written responses to tax notices from various federal and state tax agencies
5. Meet with prospective clients
6. 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 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 organization’s 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:

 

1. 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.
2. Performs complex audits.
3. 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.
4. Directs the identification and evaluation of the Bank’s operational areas and oversees the development of the risk assessment, annual Audit Plan and related budget.
5. 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.
6. 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:

 

1. Bachelor’s Degree in Business Administration, Economics, Finance, or related discipline required

 

Qualifications:

Knowledge, Skills, and Abilities Required:

 

1. A CPA and/or CIA certification
2. Minimum of 8 years of relevant banking industry or auditing experience
3. MBA is a plus
4. Skill in collecting and analyzing complex data, evaluating information and systems and drawing logical conclusions
5. Must possess leadership quality and teamwork spirit;
6. Must be able plan and monitor activities according to priorities and multi-task;
7. Must have organizational, problem-solving (solutions-oriented approach), negotiation and follow-up skills;
8. Must have a good command of oral and written communication skills
9. Must be analytical, creative, flexible, and manage well in a fast-paced, rapidly changing environment.
10. Must have good knowledge of bank policies and procedures, rules and regulations;
11. 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 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+ years’ 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 -

 

1. Hands on CPA with a minimum of 8 years’ experience with a local CPA firm. 
2. Experience with accounting and tax software (QuickBooks, ProSystem (CCH Suite), Lacerte, Caseware, etc.), preparation of corporate, individual, partnership tax returns and tax projections.
3. 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 -

 

1. A generous compensation package rewarding high performance. 
2. 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 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

 

1. Review, maintain and reconcile the general ledger on a monthly basis.
2. Review all journal entries, monthly bank reconciliations, and analyses for cash and other accounts.
3. Prepare and review audit schedules and work with external auditors/tax consultants to assure complete and timely compliance for financial and regulatory reporting.
4. Prepare financial statements and other confidential management reports including daily and weekly cash position.
5. Supervise Jr. GL Accountant and one A/P Staff.
6. 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.
7. Additional Duties
8. Be available to supervisor for additional assignments, as required, including assisting with the Campaign.

 

Education, Skill and Experience Requirements

 

1. BS in Accounting and 4 to 5 years’ experience working in an accounting department.
2. CPA and/or public accounting experience preferred.
3. Prior general ledger and account reconciliation experience.
4. Must be well organized and detail oriented.
5. Good communication and interpersonal skills required.
6. Knowledge of Excel and Word required.
7. 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

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 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 organization’s 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 – handling sensitive confidential information
• All Candidates will be tested on his/her Accounting knowledge

]]> Thu, 18 Jun 2015 00:00:00 PDT 0 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 Senior Accountant – 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

 

1. Assist with the preparation of month-end and annual financial statements
2. Arrange, update, and monitor schedules of fixed assets, inventory, debt, prepaid assets, and current liabilities
3. Prepare journal entries, allocations, and accruals
4. 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.
5. Prepare sales and use taxes for multiple states
6. Reconcile various bank accounts for a portfolio of entities (retail stores)
7. Prepare financial statement package on a monthly basis for our partner bookkeeping company
8. Prepare Daily Cash Spreadsheet showing actual cash activity
9. Assist in preparation of the budget and forecast worksheets
10. Organize and file accounting records

 

QUALIFICATION REQUIREMENTS

 

1. 3-4 years minimum accounting experience
2. Bachelor’s Degree in related field
3. Retail industry experience highly desirable
4. Knowledge of accounting systems (ERP/Acumatica experience a plus)
5. Excellent computer skills, including good proficiency in Excel
6. Inventory accounting experience a plus
7. Sales & Use Tax experience a plus
8. Must be able to follow established guidelines to accomplish tasks and solve routine problems
9. Ability to perform reconciliation of accounts and propose solutions for adjusting of discrepancies
10. Ability to meet deadlines and handle multiple projects in a fast-paced environment.
11. Excellent analytical and prioritizing skills
12. Superb aptitude with numbers
13. Efficient and detail-oriented
14. 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 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

 

1. 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.
2. 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.
3. Perform and review multi-state sales and use tax filings.
4. Oversee various license and permit files including monthly, quarterly, and annual.
5. Assist with annual budgeting and monthly forecasting processes to optimize business decision-making.
6. 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.
7. Troubleshoot any data entry or other system errors and coordinate with the technical support team when necessary.
8. Monitor Accounts Payable Aging on a weekly basis to ensure all vendors are kept current.
9. Create custom worksheets and reports as requested.
10. Work with the CPA Firm on income tax preparation as well as third party auditors in a productive and efficient manner.

 

QUALIFICATION REQUIREMENTS

 

1. Bachelor’s degree in Accounting, Finance or related field
2. 5+ years of experience
3. Strong computer literacy and ability to generate reports quickly (Acumatica/ERP experience a plus)
4. Strong Excel skills
5. Experience with a multi-site retail company a plus
6. Proven management and supervisory experience
7. Ability to work under pressure in a fast-paced environment and handle multiple priorities.
8. Strong attention to detail
9. 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 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:

 

1. Responsible for the planning and performance of internal audits of operating units and club investments
2. Assist with maintaining and communicating written policies and procedures, specifically focusing on strong internal controls and workflows
3. Perform accounting research and provide technical guidance as needed.
4. Continually identify process improvements and work with others to design new procedures for changes in the business.
5. Maintain communication with the Controller to ensure the Controller is aware of all significant issues with staff, accounting issues, GL, policies/procedures, etc.
6. Assist with the external annual audits of several businesses with the external auditors and internal accounting departments
7. Assist with the review of monthly financial statements and provide consolidated variance analysis.
8. Analyze financial results, comparing them to plan and prior period’s 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.
9. Assist with special projects as required.

 

QUALIFICATIONS:

 

1. STRONG GAAP experience; 6 or more years of experience in audit, minimum 2 years in public
2. Solid audit experience is required
3. CPA with 4-year degree in Accounting or similar qualifications
4. Computer literate and savvy: strong Excel skills required; Acumatica/ERP experience is a plus
5. Entertainment, media, internet, gaming and/or publishing experience is a plus
6. Ability to manage multiple demands in a professional manner.
7. Highly organized, detail oriented, self-motivated, enthusiastic, and flexible to change in rapidly growing company.
8. Strong interpersonal/communication skills and work ethic required.
9. Team-oriented personality and working style but able to work independently.
10. 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 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:

 

1. Minimum of 3 - 4 years of recent public accounting experience
2. Bachelors Degree in Accounting
3. Passing score on at least 2 parts of the CPA exam
4. Technical knowledge and research capabilities
5. Excellent verbal and written communication skills
6. Ability to professionally interact with clients
7. Strong organization and analytical skills

 

Duties will include:

 

1. Performing all aspects of accounting and auditing engagements including planning, fieldwork (some travel), reporting and wrap-up
2. Supervision and training of professional associates
3. Maintain day-to-day client relationships and deliver superior client service
4. Work closely with mangers and associates to meet client expectations
5. 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 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; Master’s 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 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 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:
 

1. Minimum of 5 years of recent public accounting experience
2. Bachelors in Accounting or Masters Degree in Accounting or Tax
3. CPA or other comparable professional designation in Taxation
4. Strong technical knowledge and research capabilities
5. Excellent verbal and written communication skills
6. Strong project management, organization, and analytical skills
7. Team management skills including ability to lead by action, direct and coach
8. Ability to build & cultivate strong personal relationships with peers in firm and the business community
9. Excellent business skills and appropriate industry knowledge

Duties will include:
 

1. Manage day-to-day client relationships and deliver superior client service
2. Provide creative and innovative client solutions
3. Work closely with partners and staff to meet client expectations
4. Develop new client contacts and relationships beneficial to the firm
5. Role model and mentor to new and existing staff
6. Keen interest in personal career growth & development
7. Assist in firm administrative functions as assigned by the partners

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.]]> Wed, 13 May 2015 00:00:00 PDT 0 AUDIT SENIOR

 

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 and serves the middle market throughout Los Angeles and Orange County to San Diego

 

As part of their growth strategic plans, we are looking to fill an exceptional opportunity for an audit senior accountant in their growing firm.

 

We seek practical, yet creative, tax specialists with 2-5 years 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.
]]> Tue, 12 May 2015 00:00:00 PDT 0 SENIOR TAX ACCOUNTANT

 

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 a Tax Senior/Supervisor

 

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.

 

Minimum Requirements:

 

1. 3+ years of recent public accounting experience
2. Bachelors in Accounting or Master’s Degree in Tax
3. CPA, CPA candidate, or other comparable professional designation in Taxation
4. Excellent verbal and written communication skills
5. Strong technical knowledge and research capabilities
6. Strong project management, organization, and analytical skills
7. Keen interest in personal career growth & development
8. Ability to build & cultivate strong personal relationships with peers in firm and the
9. business community

 

Duties will include:

 

1. Prepare and review business, individual and fiduciary tax returns
2. Provide creative and innovative client solutions
3. Work closely with partners, managers and staff to meet client expectations
4. Manage day-to-day client relationships and deliver superior client service
5. Develop new client contacts and relationships beneficial to the firm
6. Role model and mentor to new and existing staff
7. Assist in firm administrative functions as assigned by the partners

 

We provide the following outstanding benefits:

 

1. Competitive salary
2. Outstanding benefits package
3. Generous paid time off, flexible schedules
4. Excellent on-the-job training; diverse work assignments
5. Cutting-edge technology

 

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.
]]> Fri, 08 May 2015 00:00:00 PDT 0 SENIOR TAX ACCOUNTANT

 

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 and serves the middle market throughout Los Angeles and Orange County to San Diego

 

As part of their growth strategic plans, we are looking to fill an exceptional opportunity for a senior tax accountant in their growing tax practice.

 

We seek practical, yet creative, tax specialists with 2-5 years’ experience who have developed a working knowledge of the income tax code.

 

These persons will combine a solid tax background with an enthusiastic desire to bring effective tax planning strategies to middle-market entrepreneurs.

 

They will supervise tax return preparation engagements and become proficient at tax planning and research.

 

Responsibilities will include preparation and supervision of tax-oriented and consulting engagements and effective communication with partners, staff and clients.

 

Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.
]]> Fri, 08 May 2015 00:00:00 PDT 0 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:

• Bachelor’s 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 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

 

1. Support the department's Directors and Managers in the areas of forensic and management accounting.
2. 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:

 

1. 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.
2. 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:

 

1. General accounting to assist clients in managerial oversight
2. Forecasts, budgets and implementing improved accounting and financial systems
3. Tax planning, forecasting, development of tax strategies and tax preparation
4. 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
5. 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:

 

1. Ability to structure and perform a variety of financial projects, meet client expectations, and foster ongoing client relationships.
2. Background in finance, accounting, or economics.
3. Mathematical and analytical skills.
4. Proficient business writing, verbal communication, and people skills.
5. Excel, QuickBooks and Microsoft Word proficiency.

 

Minimum Qualifications:

 

1. BA in finance or accounting
2. MBA, CPA preferred.
3. 3+ years of experience in tax and general accounting.
4. 3+ years of experience auditing financial statements.
5. Minimum GPA of 3.2.
6. 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 Senior Accountant – 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

 

1. Prepare monthly and quarterly financial reports for properties.
2. Ensure accuracy of general ledger information.
3. Verify that tenant lease information is input into accounting software correctly.
4. Prepare annual CAM reconciliations. 
5. Meet accounting department deadlines.
6. Assist with budget preparation.
7. Prepare billing adjustments for tenant’s accounts.
8. Interact with property management.
9. Oversee day-to-day accounting operations of commercial property buildings.

 

Requirements

 

1. Bachelor’s degree in accounting. 
2. Strong Excel skills. 
3. Property management background or experience preparing compilations preferred.  MRI experience preferred. 
4. 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 Full Charge Bookkeeper – BUSINESS MANAGEMENT

 

Summary:

 

Performs day-to-day full-charge bookkeeping functions for clients.

 

Essential Functions:

 

1. 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.
2. Prepares journal entries.
3. Performs bank reconciliations and traces discrepancies.
4. Receives and inputs clients’ accounts payable invoices and generates payments.
5. Prepares appropriate schedules and reports as requested by clients and partners.
6. Handles clients’ payrolls.
7. Spends time at clients’ offices for special projects, client personnel training, setting up of accounting systems, and performing tasks at client’s office which are outlined in 1 thorough 6 above. This will require traveling to clients throughout southern California area.
8. Month-end and Quarter-end duties include compilation of financials, sales tax and payroll tax returns.
9. Reviews 1099's and W-2's prepared for clients.
10.  Generates 1099's and W-2's for clients.

 

Nonessential Functions:

 

1. Performs other duties as assigned from time to time by accountants or partners.

 

Knowledge, Skills, and Abilities:

 

1. Solid background in QuickBooks.
2. Datafaction and Imaging.
3. Ability to perform several tasks concurrently with ease and professionalism.
4. Ability to operate ten-key calculator, computer, and other general office equipment.
5. Knowledge of computerized accounting, but must be able to do a manual set of books.
6. Knowledge of regulatory requirements of processing payroll accounting transactions and payroll returns.
7. Preferred Bookkeeper Certification   

 

Supervisory Responsibilities:

 

N/A

 

Working Conditions:

 

1. Some Overtime during December, January and February.
2. Occasional same day travel for work at clients’ offices, meetings, and seminars using a personal vehicle

 

Minimum Qualifications:

 

1. Minimum of four years responsible accounting or bookkeeping experience including accounts payable, accounts receivable, payroll, general ledger and financial reports.
2. Prior experience in Business Management preferred.
3. May be required to be a Notary Public.

 

Success Factors:

 

1. Ability to perform several tasks concurrently with ease and professionalism.
2. Ability to communicate clearly and concisely, verbally and in writing, in English.
3. Must be able to keep client matters strictly confidential.
4. 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 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 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 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

 

1. Reviews federal and multi-state income tax returns for individuals, partnerships, corporations, and trusts; also reviews related income tax workpapers.
2. Supervises teams of staff accountants.
3. Plans, organizes and implements income tax returns.
4. Coaches/mentors individual team members.
5. Ensures quality of work product.
6. Communicates progress with partners and managers.
7. Provides formal and informal feedback.
8. Develops and maintains strong relationships with client personnel.
9. Participates in staff and senior training.

 

JOB REQUIREMENTS

 

1. Undergraduate or master’s degree.
2. CPA certificate or demonstrated progress towards obtaining certificate.
3. A minimum of 2-3 years of relevant experience.
4. Interest to learn U.S. international tax rules; prior international experience a plus but not required.
5. Ability to identify and propose resolutions to complex income tax issues.
6. Proficiency in preparation and review of work papers and the resultant income tax returns and projections (corporate, individual, partnership, trust, etc.).
7. Understanding of income tax law, as it relates to corporations, individuals, partnerships and trusts.
8. Excellent research skills
9. Ability to utilize firm technology to enhance client service.
10. Excellent written and verbal communication skills.
11. 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 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

 

1. Provides professional and prompt attention to clients - Client Service is a Core Value.
2. Performs all financial reporting functions including monthly cash flows, contract analysis and supervision of all functions relative to cash receipts and disbursements.
3. 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.
4. Coordinate deadlines and interact with the Tax Department relative to due dates as they relate to the clients on their desk.
5. Attends meetings as set and directed by Management.
6. 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

 

1. Must have Finance, Business or Associates Degree and/or comparable experience.
2. 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.
3. Must have excellent computer (Microsoft Office) and typing skills in a setting with many interruptions.
4. Must have a strong knowledge of computerized accounting software.
5. Must be able to take notes, read handwritten drafts and handle verbal instructions with little supervision.
6. 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.
7. Must be able to handle multiple interruptions and adjustments to priorities through the day and the week.
8. Must be able to communicate effectively with diverse individuals.
9. Must have the ability to handle calmly and efficiently situations ranging from routine to emergency.
10. 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 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 firm’s 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 firms’ clients.

 

The candidate will actively contribute to the department’s process improvement initiatives; provide and accept training for audit department team members; and to support the firm’s 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 client’s needs.

 

Essential Functions of the Position

 

Technical Competence

 

1. Ability to design, applies and properly documents the entire audit approach (including the planning, interim, and final fieldwork).
2. Ability to design audit programs based on the audit plan; is effective at allocating work between interim and year-end fieldwork.
3. Ability to design program steps to test key controls.
4. Ability to understand the factors which contribute to business and professional risk and is learning to apply this knowledge to specific risk environments.
5. Ability to determine when sampling methods are appropriate, and can apply these methods effectively and interpret the results.
6. Ability to execute all aspects of fieldwork for recurring engagements with moderate direction from management.
7. Capable of auditing a basic tax provision.
8. Ability to integrate and coordinate internal audit procedures in the audit plan.
9. Knowledgeable about sources of accounting and auditing literature available for research and problem resolution.
10. Demonstrates working knowledge of specialized accounting and auditing areas.
11. Drafts/understands financial statements and related disclosures and other support with moderate supervision.
12. Recognizes and drafts appropriate audit reports for other than unqualified opinions.
13. Effectively utilizes the Firm’s accounting and reporting manuals and other Firm’s reference materials in the resolution of issues.
14. Exhibits the ability to document audit issues and conclusions reached.
15. Clearly documents the results of research and complex analyses and related conclusions.
16. Demonstrates professional concern and exercises due care with respect to work reviewed.
17. Performs thorough review of workpapers to assure audit steps have been completed, conclusions have been supported, and Firm policies have been met.
18. Has working knowledge in specialized areas/industry-specific accounting, regulatory and reporting matters.
19. Identifies and implements uses of computer applications on the engagement.
20. Prepares complex spreadsheets.
21. 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.

 

1. Active CPA preferred
2. Bachelor’s Degree in Accounting is required. 
3. Strong project management and time management skills are necessary
4. Financial and accounting experience; ability and willingness to work with a significant degree of autonomy; creativity; high service orientation.
5. Customer service focus
6. Ability to get along well with diverse personalities, tactful, mature, and flexible.
7. Ability to operate independently and “self-manage” projects.
8. Result-and profit-oriented, with the ability to balance other business consideration.
9. Strong analytical and reasoning abilities.
10. High energy level, comfortable performing multifaceted projects in conjunction with normal activities.
11. Superior numeric skills.
12. Excellent written and verbal communication skills.
13. 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 client’s 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:

 

1. Medical Insurance
2. Dental Insurance
3. Life Insurance
4. 401(k) Plan
5. Paid Time Off (PTO)
6. Paid Holidays
7. 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 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:

 

1. Financial statement analysis and assistance in client accounting
2. Human resources (benefits management)
3. Word processing (above average grammar/spelling skills a must)

 

Desired Skills and Experience

 

We prefer that you have:

 

1. CPA Firm experience with a minimum of 5 years of administrative and full-charge bookkeeping experience
2. Experience in various accounting software
3. Proficient in QuickBooks
4. Experience in governmental filings
5. High energy

 

We offer:

 

1. Competitive salary
2. Medical and Dental plans
3. 401(k) and Profit Sharing
4. Great environment and co-workers

1. Fast Track Growth Opportunities
2. 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 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

 

1. Review and/or prepare individual, corporate and partnership tax returns
2. Review and/or prepare compilation engagements:
3. Establishing and maintaining client communications
4. Preparing compilation programs
5. Reviewing and analyzing financial statements
6. Assure compliance with federal, state and local tax laws and regulations
7. May supervise staff associates and ensure adherence to firm-established internal and quality controls

 

JOB REQUIREMENTS

 

Skill Set

 

1. Robust interpersonal, communication and project management skills required
2. Bachelor’s degree in accounting, business or finance; fulfillment of accounting courses a must
3. Minimum of 5 years of public accounting experience
4. Proficiency with Microsoft Office and QuickBooks as well as tax software (proficiency in Lacerte preferred)
5. 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 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. You’ll 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 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

 

1. Review and/or prepare individual, corporate and partnership tax returns
2. Review and/or prepare compilation engagements:
3. Establishing and maintaining client communications
4. Preparing compilation programs
5. Reviewing and analyzing financial statements
6. Assure compliance with federal, state and local tax laws and regulations
7. May supervise staff associates and ensure adherence to firm-established internal and quality controls

 

JOB REQUIREMENTS

 

Skill Set

 

1. Robust interpersonal, communication and project management skills required
2. Bachelor’s degree in accounting, business or finance; fulfillment of accounting courses a must
3. Minimum of 5 years of public accounting experience
4. Proficiency with Microsoft Office and QuickBooks as well as tax software (proficiency in Lacerte preferred)
5. 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 CPA, Senior Staff Accountant
 

Apply Now

Established CPA Firm looking for an accountant with a minimum of 3 year’s 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:

Bachelor’s 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 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 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 Senior Tax Accountant

 

Summary

 

Full service regional accounting firm with offices in multiple states growing quickly seeks tax  accounting professionals

 

 

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

Master’s program
]]> Mon, 20 Oct 2014 00:00:00 PDT 0 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 you’ll 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 – 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

Bachelor’s 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 Senior Tax Manager.

 

Our client is a full service accounting, auditing and financial services firm located in Orange County, CA

 

They work specifically with high net worth clients and their closely held entities within various industries, professional athletes and C-level executives.

 

We have grown rapidly over the past few years; we strive to maintain our "small firm" feel by providing a personalized environment for both staff and clients.

 

Working here is not for the faint of heart. In order to serve our clients at the highest level, we expect nothing less than the best from our employees. Our culture is one of accountability and results.

 

As a Senior Tax Manager, you will be expected to think and act proactively while making confident and autonomous decisions. Your ability to direct, as well as, mentor staff while developing client relationships will be your growth indicators with our Company.

 

We expect a well-rounded professional who can lead as well as take a “hands-on” approach to business production and development. You should also possess the following qualifications and skills:

 

General Qualifications:

 

1. Most recent 8+ years tax experience in a public accounting firm
2. Active California CPA required
3. Experience with multi-state tax preparation and review
4. Ability to work with clients to maximize  potential tax planning opportunities
5. Previous experience with high net worth individuals and their closely held entities
6. Able to prepare and review complex level tax returns
7. Technologically savvy (experience with ProSystem fx tax software a plus)

 

Supervisory Skills:

 

1. 8+ years tax staff management experience necessary
2. Assisting with  building  client relationships
3. Ability to manage and mentor staff members
4. Capable and willing to participate in our continuing process to improve technical quality
5. Project management skills are a must! Ability to see a project through from beginning to end

 

Key Deliverables:

 

1. Support growth of Tax revenues over the next 36 months by:
   1. Developing client revenues
   2. Retaining current client relationships
2. 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
3. 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:

 

1. Medical Insurance
2. Dental Insurance
3. Life Insurance
4. 401(k) Plan
5. Paid Time Off (PTO)
6. Paid Holidays
7. 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 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:

 

1. 6+ years of recent experience in a CPA firm.
2. Review and/or prepare individual, corporate, partnership and fiduciary income tax returns
3. Able to prepare and review financial statements
4. Active CPA license is required
5. Manage and Supervise staff
6. Proficiency in QuickBooks, Lacerte, Microsoft Word and Excel
7. Strong Interpersonal skills and communication skills
8. Self-Starter
9. We offer competitive salary and benefits. No phone calls please.

 

Required experience:

 

1. CPA firm experience: 6 years
2. Required license or certification: CPA
3. 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 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 firm’s 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 firms’ clients. 

 

The candidate will actively contribute to the department’s process improvement initiatives; provide and accept training for audit department team members; and to support the firm’s 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 client’s needs.
 
 

Essential Functions of the Position
 
Technical Competence

1. Ability to design, applies and properly documents the entire audit approach (including the planning, interim, and final fieldwork).
2. Ability to design audit programs based on the audit plan; is effective at allocating work between interim and year-end fieldwork.
3. Ability to design program steps to test key controls.
4. Ability to understand the factors which contribute to business and professional risk and is learning to apply this knowledge to specific risk environments.
5. Ability to determine when sampling methods are appropriate, and can apply these methods effectively and interpret the results.
6. Ability to execute all aspects of fieldwork for recurring engagements with moderate direction from management.
7. Capable of auditing a basic tax provision.
8. Ability to integrate and coordinate internal audit procedures in the audit plan.
9. Knowledgeable about sources of accounting and auditing literature available for research and problem resolution.
10. Demonstrates working knowledge of specialized accounting and auditing areas.
11. Drafts/understands financial statements and related disclosures and other support with moderate supervision.
12. Recognizes and drafts appropriate audit reports for other than unqualified opinions.
13. Effectively utilizes the Firm’s accounting and reporting manuals and other Firm’s reference materials in the resolution of issues.
14. Exhibits the ability to document audit issues and conclusions reached.
15. Clearly documents the results of research and complex analyses and related conclusions.
16. Demonstrates professional concern and exercises due care with respect to work reviewed.
17. Performs thorough review of workpapers to assure audit steps have been completed, conclusions have been supported, and Firm policies have been met.
18. Has working knowledge in specialized areas/industry-specific accounting, regulatory and reporting matters.
19. Identifies and implements uses of computer applications on the engagement.
20. Prepares complex spreadsheets.
21. Demonstrates a thorough working knowledge and promotes the use of computers and Firm software and other commonly used application software.

Preferred Attributes

1. Successful applicants will have a minimum of 2-4 years audit experience in a CPA firm.
2. Active CPA preferred
3. Bachelor’s Degree in Accounting is required.  
4. Strong project management and time management skills are necessary
5. Financial and accounting experience; ability and willingness to work with a significant degree of autonomy; creativity; high service orientation.
6. Customer service focus
7. Ability to get along well with diverse personalities, tactful, mature, and flexible.
8. Ability to operate independently and “self-manage” projects.
9. Result-and profit-oriented, with the ability to balance other business consideration.
10. Strong analytical and reasoning abilities.
11. High energy level, comfortable performing multifaceted projects in conjunction with normal activities.
12. Superior numeric skills.
13. Excellent written and verbal communication skills.
14. Ability to communicate and actively support the values of the firm and communicate these values to others

 

Travel

1. Must be willing and able to travel to client’s office.

 

Compensation

1. We are generous when it comes to taking care of our professionals and staff members. Here is a brief summary of what we provide:
2. Medical Insurance
3. Dental Insurance
4. Life Insurance
5. 401(k) Plan
6. Paid Time Off (PTO)
7. Paid Holidays
8. New Client Referral Rewards

]]> Thu, 02 Oct 2014 00:00:00 PDT 0 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 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.
• Bachelor’s degree in accounting, or Master’s 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 Senior Tax Accountant Opportunity Snapshot
If you’re 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. You’ll 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 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 assistant’s 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 accountants’ 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 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 Under the general direction of a Manager/Director, the incumbent will perform audit responsibilities as described below.
Duties and Responsibilities:
The following reflects management’s 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 Bachelor’s 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 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 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 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 client’s 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

 

• Bachelor’s degree in accounting or Master’s 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 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 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 Director makes decisions on all but the most unusual tax situations.

 

Essential Functions:

 

1. Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
2. Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary.
3. Demonstrates thorough knowledge and proficiency in advanced technical skills necessary for advising clients.
4. Performs all task related to client service and sees that assignments are accomplished within budgeted time.
5. Delegates and manages tax research projects to achieve an accurate and efficient product.
6. Participates actively in client meetings and tax planning efforts to assist the Auditing and Accounting Department with larger clients.
7. Acts as a resource for tax preparers/specialists and A&A staff on specific tax issues and/or questions.
8. Assumes tax preparation responsibility for the more complex business returns.
9. Assumes client service responsibility for clients the Tax Manager works directly with or clients where the responsibility is delegated from the Partner.
10. Communicates to the appropriate firm personnel important tax and tax developments affecting the firms’ clients.
11. Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities.
12. Maintains familiarity with qualifications of all tax staff members; reviews staff assignments for appropriateness.
13. Supervises tax staff and provides on-the-job training.
14. Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, development training aids, and acting as an instructor in professional development programs.
15. 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.
16. Adheres to accurate and timely billing and collection processes are made.
17. Possesses a complete knowledge of the firms’ philosophy and its opinions on tax matters.
18. Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.

 

Nonessential Functions:

 

1. Prepares other reports and projects as requested from time to time by the partners.
2. Researches and evaluates tax preparation and tax research software for recommendation to partners.
3. Participates in firm practice development efforts through involvement with referral sources, community and industry activities.
4. Promotes the most efficient operations of the Firm and supports compliance guidelines in managing others.
5. Performs such other duties as may be assigned.

 

Knowledge, Skills and Abilities:

 

1. Demonstrated knowledge of current tax laws.
2. Proficiency in use of computer tax preparation, tax research, and tax planning software programs.
3. Ability to organize work and projects, prioritize and meet deadlines.
4. Ability to complete work in an efficient and accurate manner.
5. Ability to reason and effectively multi-task.

 

Supervisory Responsibilities:

 

1. Responsible for the development, coaching and training of Managers, Supervising Seniors, Seniors, Semi-seniors and Staff accountants.
2. Must be familiar with the qualifications of all Tax staff members for the development and instruction of their training needs.
3. Participates in reviews and evaluations of the Tax Department.

 

Working Conditions:

 

1. Occasional same day travel for work at clients’ offices, meetings, and seminars using a personal vehicle.
2. Occasional out-of-town travel with overnight stay for work at clients, meetings, or seminars using a personal vehicle.
3. 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.
4. Minimal Hazards.
5. General office working conditions.

 

Requirements - Minimum Qualifications:

 

1. At least five years’ tax management experience in public accounting, demonstrating a proven progression in tax complexity, scope, and research.
2. At least two (2) years’ experience representing clients before taxing authorities.
3. Minimum one (1) year experience supervising and directing work of tax preparers.
4. Bachelor’s degree in accounting required, Master’s degree in taxation preferred.
5. Minimum of forty hours of continuing education is required each year to maintain and develop technical and business skills.
6. A current and valid certified public accountant’s license is required.
7. Must be a member in good standing with the American Institute of CPAs.

 

Success Factors:

 

1. Participates in career development program to improve managerial, communication and interpersonal skills.
2. Outstanding oral and written communication skills,
3. 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 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 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:

 

1. 3-15 years of experience in local to mid-size public accounting firms
2. Must have a valid CPA license
3. Must be proficient in A&A
4. Must be proficient in tax (individual, entities, trusts and estates), accounting and financial statement preparation
5. Must be proficient in Lacerte, MS Office and CCH Engagement Fx
6. Must have knowledge of document management systems
7. Must have experience supervising staff

 

Responsibilities:

 

1. Preparation of individual income taxes (intermediate to advanced)
2. Preparation of entity income taxes (intermediate to advanced) C & S Corps, Partnerships, LLC’s, Trusts and Estates
3. Tax Planning for individuals and entities
4. May conduct personal income tax interviews with clients
5. Preparation of Compilation, Review and/or Audited Financial Statements
6. Assist Partner with consulting projects
7. Report to Supervisors and Partners
8. Effectively manage multiple client projects with direction from Supervisors
9. Participate in employee evaluation process
10. Must practice excellent written and verbal communication skills
11. Chargeable hour goal: 1,700 hours
12. Some client travel will be required
13. 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:

 

1. Have the desire to be a leader
2. Have a positive attitude
3. Want to be part of a team
4. Want to learn and grow
5. Want to be held accountable and hold others accountable
6. Effectively supervise staff
7. Multi-state and international tax experience is a plus

 

Perks include:

 

1. 401k with matching
2. Group Medical Insurance
3. FSA Plan
4. Dental/Eye Care Reimbursement Plan
5. Personal Time Off
6. Group Life Insurance
7. Long-Term Disability
8. Jury Duty pay
9. Free Covered parking
10. Fun Firm outings
11. Paid Continuing Education
12. Tax Season Dinner allowance
13. State-of-the-art computer equipment
14. 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 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

 

1. Performing audit procedures on balance sheet and income statement account s in accordance with Generally Accepted Auditing Standards
2. Basic planning of audit fieldwork,  monitoring budgets, and performing risk assessment
3. Demonstrated expertise in the application of GAAP and financial reporting
4. Direct contact with clients to discuss and resolve  audit-related  issues
5. Preparation of financial statements, reports and accompanying disclosures
6. Determining and suggesting ideas for improvement to operations, accounting systems and reporting
7. Effectively communicating project status to team members

 

Candidate Requirements

 

1. Bachelor’s degree in accounting or business, or graduate degree in accounting
2. Accounting, business and ethics requirements to comply with the California Board of Accountancy “150-Hour Rule” for licensing as a CPA
3. One to two years of public accounting experience in audit or tax services
4. Proficiency in Microsoft Word and Excel
5. Successful completion of some or all parts of the Uniform CPA Examination
6. Experience working with teams, ability to teach and serve others
7. Strong verbal and written communication skills.

 

Other Information:

 

1. Equal opportunity employer
2. Competitive base salary plus bonus and paid overtime hours worked.
3. 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 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.       Bachelor’s 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