4 дня назад
Accounting Advisory Senior Associate - UHNW Family Office
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Accounting Advisory Senior Associate - UHNW Family Office (Accounting Advisory/ERP): Managing accounting services and financial reporting for private companies and family offices with an accent on month-end close, reconciliations, ERP implementations, and client advisory. Focus on analyzing accounting processes, designing cross-domain ERP solutions, and coordinating multiple client engagements and special projects.
Location: United States; remote
Company
is a California-based full-service accounting firm providing assurance, tax, consulting, and client accounting advisory services to businesses, family offices, and startups.
What you will do
- Manage client accounting services, including month-end close, accounts payable and receivable, journal entries, reconciliations, and financial statement preparation.
- Support management and compilation reports for small and mid-size private companies.
- Participate in multiple client engagements and collaborate with client personnel throughout implementations.
- Assess ERP implementation needs and help design and implement solutions across accounting and advisory domains.
- Analyze information, prioritize findings, and provide actionable recommendations.
- Contribute to client special projects and advisory initiatives.
Requirements
- Bachelor's degree in Accounting, Finance, or Business Management.
- At least 4 years of experience in public accounting and/or an industry accounting function.
- Experience with ERP data conversions, interfaces, integrations, reporting, and customization.
- Experience with QuickBooks, Intacct, NetSuite, or other accounting platforms.
- Demonstrated leadership, strong oral and written communication, and the ability to manage multiple clients and projects concurrently.
- Desire to pursue a CPA; knowledge of GAAP is preferred.
Nice to have
- Working knowledge of Bill.com, Expensify, or Concur.
- Knowledge of GAAP.
Culture & Benefits
- People-centered, inclusive, and flexible work culture.
- Flexible work locations and schedules supporting work-life balance.
- Access to the resources and global capabilities of a large accounting firm with the responsiveness of a regional firm.
- Opportunities to work with diverse clients, industries, and advisory projects.
- Recognized as a leading workplace and accounting firm to work for in the Bay Area.
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