Category: Career Opportunities

Our client is seeking an Associate Financial Advisor/Tax, with a strong tax background that desires transitioning into the area of “Investment Advisory”, “Wealth Management” & “Estate Planning”. You will be rewarded with an attractive compensation & benefits package, as well as long-term growth opportunities. Ideal candidate will be a self-starter who is organized and detail oriented and who will excel in working in a client-focused team environment. This position requires exceptional communication and presentation skills and provides a unique and highly rewarding career path for the right candidate.

Responsibilities:
Directly support one of our Counselors – Investment Advisers regarding issues such as:
– Investment portfolio construction and management; long-term investment strategy
– Income tax planning, including federal and state tax return preparation and tax dispute resolution
– Public and private company stock, stock options, restricted stock units, and stock purchase plans
– Retirement and other forward-looking planning
– Estate plan architecture; gifting strategies; estate and gift taxes

Requirements:
– One or more of the following credentials: law degree (JD, LLM); advanced tax degree/designation (Master of Taxation, LLM, CPA, EA, CFP); CFA
– 2-4 years of professional experience in finance, accounting, law, and/or taxation – strongly preferred
– Exceptional interpersonal and communication skills: the successful candidate eventually is expected to work with clients, give group presentations, and participate in new business development.
– Works effectively in a highly collaborative team environment, where everyone has a helpful attitude
– Detail-oriented and strong organizational skills
– Extensive Excel and Microsoft Office experience. Strong overall computer skills

Desired Experience:
– Knowledge and experience with individual income tax issues & return preparation/review
– Experience serving executive/professional clients and exercising a high level of discretion
– Completed continuing finance education and licensing requirements (Series 65; Certified Financial Planner designation)
– Attention to detail to ensure quality work and ability to learn from mistakes
– Ideal individual will exude trust
– Highly motivated individual with a strong desire to grow career (client has an exceptional industry reputation & enjoys very long-term retention of team).

Compensation: $90,000-$145,000 w/ bonus (within 5 years total earnings should be $600,000-
$1,000,000)
Location: Mountain View area

Title: (Sr) Tax Manager – Hybrid Work Schedule (3 day’s office/2 day’s home)
Summary:
Tax Manager will be responsible for all corporate tax reporting, compliance work, property tax, and sales & use tax. You will be the liaison with multiple stakeholders, including senior management, peers, and external tax service providers. You will also be responsible for technical tax accounting, research, and analysis to provide management with timely information for critical decision-making. 
This position entails a significant amount of coordination between various groups. A successful
candidate will possess strong communication skills, along with the ability to work under tight deadlines and in a fast-paced environment. Analytical skills are a must along with a proficiency in synthesizing large quantities of data using Excel or similar tools. 
 
Responsibilities:

• Leads and support monthly, quarterly and annual tax reporting closing process
• Prepare and file Annual Tax Compliance documentation to all relevant tax authorities
• Oversee tax matters related to partnerships, including handling partnership allocations and ensuring compliance with partnership agreements
• Develop strong working relationships with senior management and other functions
• Develop and implement opportunities for process standardization and improvement in tax procedures
• Stay up-to-date with tax laws and regulations that impact the business and make
  recommendations accordingly
• Supervise tax audits, litigations and communications with tax authorities, courts and external advisors
• Ensure adherence to transfer pricing rules and regulations
• Coordinate and mange internal relationships and third-party partners regarding accounting, legal, regulator, and tax
• Manage sales and use tax, property tax and miscellaneous reporting requirements
   
  SKILLS AND EXPERIENCE

• Bachelor’s degree in accounting or related field required, Master’s degree preferred
• CPA required
• Minimum of 5-7 years of experience in corporate tax environment
• Minimum three (3) years of Big 4 public accounting preferred
• REIT, real estate, or/and partnership tax experience preferred
• Strong understanding of FAS 109 and U.S. GAAP reporting for income taxes
• Strong project management experience
• Advanced Microsoft Excel skills
• Thrives in a fast-paced and continuously developing environment
• Exhibits strong interpersonal skills, communication and collaboration in a team environment
• Self-starter with superior analytical skills; a problem solver with an astute attention to detail
• Possesses good judgment, honesty, and utmost integrity
   
  Salary: Commensurate with experience, plus bonus & comprehensive benefits
  Location: South Bay | Los Angeles

Title: Controller (fully remote opportunity)
Summary:
The Corporate Controller is responsible for overseeing accounting operations, ensuring
compliance with GAAP accounting standards, managing the audit with Public Accounting
firm, overseeing the proper GAAP compliance and accounting integration of acquired
companies, managing consolidation for our US and international companies, financial
reporting and strategically growing the accounting team in a rapidly changing and growing
environment.
The Corporate Controller is also responsible for overseeing tax compliance (with Public
Accounting firm) and managing the insurance renewal process. This is an excellent
opportunity for an experienced accounting professional with a background in software and a
proven track record of operating in a fast-paced environment. This position will also manage
a team and participate in the annual budgeting and forecasting process.
 
Responsibilities:
As a member of our growing team, the Corporate Controller’s duties include, but are not
limited to the following:

• Financial Close and Consolidation: lead and streamline the close process including
  manage the consolidation process for multiple US and international subsidiaries,
  ensuring accurate and timely reporting in accordance with GAAP, ensuring proper
  internal controls
• M&A: Ensure GAAP compliance and the successful accounting integration in Netsuite
  post-merger
• Ensure proper revenue recognition, maintaining policy documentation and be the
  go-to for revenue recognition questions for software sales
• Financial Reporting: oversee the preparation of monthly financial reporting package
  and reports for internal and external stakeholders, including meeting the deadline for
  debt reporting
• Accounting Policies, Procedures and Controls: develop and implement accounting
  policies and procedures to improve operational efficiency
• Audit: own the relationship with external auditors and oversee successful and timely
  audit.
• Compliance: ensure compliance with all relevant US and international financial
  regulations and standards
• Tax: oversee timely and accurate tax return preparation by external tax team, collaborate with international tax advisors to optimize the company’s tax strategies, and ensuring compliance with tax laws in various jurisdictions.
• Team Leadership: build, oversee, motivate and mentor a team of accounting professionals, fostering a culture of excellence, accountability, and continuous improvement, and define responsibilities across the function to ensure clarity of roles and paths for future career development.
• Technical Accounting: Oversee and review all technical accounting done internally and externally (Business combinations, Revenue Recognition, Stock Compensation, etc.)
• Revenue recognition: maintaining policy documentation and be the go-to for revenue recognition questions for software sales
• Budgeting and Forecasting: collaborate with the finance function to develop annual budgets and long-term financial forecasts for the company and its subsidiaries.
• Cash Flow: Collaboration: work cross-functionally and be a well-regarded thought-leader working to achieve
• ERP: Oversee the implementation of new finance and accounting systems, with a focus on making continuous improvements for scale and growth.
• Team: Manage 4 direct reports and oversee offshore accounting consultant team

Qualifications:

• 10+ years of progressive finance & accounting experience, including at least 3-5 years in a managerial role
• CPA license, with a strong understanding of GAAP
• Big 4 experience preferred
• Private Equity backed company experience preferred
• Experience with consolidations, foreign subsidiaries and multiple entities is required
• Netsuite experience preferred
• Experience with financial process improvement, including process design and implementing best-in-class tools, is highly desired
• Experience with acquisitions, including integration of acquired companies and related accounting principles is highly desired

Compensation: commensurate with experience + bonus & comprehensive benefits

Title: Manager – Advisory/Transaction Services
You will enjoy working for a company with a highly “reward-ive” philosophy. From generous
compensation plans, to providing a balanced work life and advancement opportunities, our
client has a sincere desire to optimize workplace enjoyment, creating an environment with
minimal turnover!
This highly dynamic company, offers a fun, collaborative, professional work environment,
with significant opportunities for advancement and generous compensation increases!
 
The Manager – Transaction Services is a newly created opportunity, due to client’s sizeable
growth. With growth comes opportunity.

Summary:
The Transaction Services – Manager will work alongside private equity firms, strategic
clients and investment banks to perform buy-side and sell-side due diligence as well as
other M&A activities. Manager will routinely work directly with c-suite executives to perform
financial due diligence on middle-market companies in a variety of industries.
 
Responsibilities

• Engagement management with clients includes routinely working directly with c-suite
  executives to perform financial due diligence on middle-market companies in a
  variety of industries
• Work alongside private equity firms, strategic clients and investment banks to
  perform buy-side and sell-side due diligence as well as other M&A activities
• Responsible for all aspects of deal execution including sourcing and managing client
  relationships, analysis and execution of client deliverables and coaching and
  managing other team members,
• Coordinate services as needed with other practice areas of the firm
• Build relationships with existing clients, including involvement in networking and
  business development activities
• Provide both leadership and supervision to Staff and Seniors

Qualifications

• Bachelor’s degree with a major in accounting or related field required
• Minimum of 4 years of related experience required
• Proven experience leading transaction services or Assurance/External Audit
  engagement teams preferred
• CPA designation 
• Proficiency in understanding and evaluating compliance with U.S. GAAP
• Minimum of 2 years of supervising and training experience
• Must have the ability to analyze complex business and transaction situations
• Self-motivation to meet client deadlines and provide excellent client service
• Proven experience in managing multiple client engagements simultaneously and
  learning new businesses quickly
• Strong project management and organizational skills
• Strong presentation skills and marketing abilities required
• Excellent interpersonal and verbal & written communication skills 
  

Skill Requirements

• Proficient in Microsoft Office (Word, Power Point, especially Excel)
• Possess excellent people development and delegation skills, including
  training/instruction and engagement scheduling and budgeting
• Strong business acumen
• Possess executive presence with ability to be the primary contact for the client and
  to prepare and present presentations to clients and potential clients
• Creative problem solving and research ability demonstrating sound decision-making
  skills
• Detail-oriented
• Responsibility over business development and marketing

Compensation: Commensurate with experience + bonus & comprehensive benefits

Title: Advisory/Transaction Services
You will enjoy working for a company with a highly “reward-ive” philosophy. From generous
compensation plans, to providing a balanced work life and advancement opportunities, our
client has a sincere desire to optimize workplace enjoyment, creating an environment with
minimal turnover!
This highly dynamic company, offers a fun, collaborative, professional work environment,
with significant opportunities for advancement and generous compensation increases!
 
The Senior Transaction Services opportunity is a newly created opportunity, due to clients
sizeable growth. With growth comes opportunity:
 
Summary:
Members of our Transaction Services group will work alongside private equity firms,
strategic clients, and investment banks to perform buy-side and sell-side due diligence as
well as other M&A activities. Members will routinely work directly with c-suite executives to
perform financial due diligence on middle-market companies in a variety of industries.
 
Responsibilities:

• Assist Managers and Partners in engagement management of clients, conducting
  financial due diligence on middle-market companies in a variety of industries
• Work directly with client leaders and alongside private equity firms, strategic clients
  and investment banks to perform buy-side and sell-side due diligence as well as
  other M&A activities
• Conduct analytical reviews of data and prepare findings
• Create draft Excel Databooks and reports for management review
• Research issues that arise during the course of engagement
• Build relationships with existing clients, including involvement in networking and
  business development activities
• Provide both leadership and supervision to Staff
  

Qualifications:

• Bachelor’s degree with a major in accounting or related field required
• Minimum of 2 years of related experience required
• Experience in a Transaction Services or in Assurance/External Audit in a professional
  services firm is preferred
• Proficiency in understanding and evaluating compliance with U.S. GAAP
• CPA preferred. If not a CPA, must meet educational requirements to obtain CPA
  license upon hire in state of employment
• Must have the ability to analyze complex business and transaction situations
• Must have the ability to work on multiple engagements simultaneously and learn new
  businesses quickly

Skills Requirements:

• Strong project management and organizational skills
• Excellent interpersonal and verbal & written communication skills
• Proficient in Microsoft Office (Word, Power Point, especially Excel)
• Strong organizational techniques  in order manage multiple client engagements
  simultaneously
• Self-motivation to meet client deadlines and provide excellent client service
• Proven verbal and written communication and interpersonal skills
• Possess excellent people development and delegation skills, including
  training/instruction and engagement scheduling and budgeting
• Strong business acumen
• Creative problem solving and research ability demonstrating sound decision-making
  skills
• Detail-oriented
  Compensation: Commensurate with experience + bonus & comprehensive benefits
  Location: Orange County & South Bay (Los Angeles)

Title: Tax Manager
This opportunity, provides an avenue to join an exceptionally successful tax department, with enormous growth potential to management! Company believes strongly in work/life balance and has a mandate of no more than “56” hours a week during filing periods!
 
You will play an integral part in the day to day operations of the tax department. The environment is fast paced providing “high touch client service”. This dynamic opportunity calls for someone interested in interacting with top executives and plenty of opportunity to shine. The perfect candidate is someone who can relate and contribute to clients “we get it” attitude.

SUMMARY
As a Tax Manager, you will work directly with clients to develop and sustain excellent relationships. Tax Managers advise clients on a full spectrum of individual, partnership, corporate, and trust and estate tax services. Participation in the calculation and analysis of proprietary tax strategies for clients are among their responsibilities. Tax managers will be responsible for scheduling & managing workflow with staff & seniors as well as providing timely & constructive feedback.  We ensure that our tax personnel keep up to date on current tax practices and changes in tax law and have the ability to provide our clients with in
depth industry knowledge. 

RESPONSIBILITIES

• Reviews work on client engagements to ensure firm’s quality control procedures are followed.
• Informs partners of progress on engagements on a continuous basis.  Identifies technical issues and brings recommended solutions to partner’s attention for timely action. 
• Provides training, leadership, recognition, and administrative direction to motivate and develop team members. 
• Strong understanding of U.S. tax laws as it relates to ownership of foreign entities by a U.S. person.
• Completes performance reviews and provides timely / constructive feedback.
• Understands the economics of the firm’s practice. Has direct client billing responsibility. 
• Supports management with decisions pertaining to policies and procedures and brings that support to the team. 
• Accepts other administrative and supervisory responsibilities, including recruiting and leading professional development conferences as required. 
• Ability to mentor and train staff / seniors. 
• Stays current on technical and regulatory issues. 
• Assist in any other tasks as requested.

Skill Requirements

• Outstanding organization and project management skills
• Ability to work independently and coordinating priorities with partners
• 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 (or similar accounting/tax software equivalent)
• 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
• Management skills including effective delegation of work through staff/seniors, reviewing work & providing timely feedback, involvement with scheduling / workflow procedures, and mentoring staff/seniors.

Qualifications

• Minimum 4 years of experience in a public accounting firm or related experience
• CPA required

Compensation: Commensurate with experience + bonus & comprehensive benefits

Location: Orange County & South Bay (Los Angeles)