Summary of Responsibilities

Performs most work assigned with a minimum of assistance. Often leads a number of staff accountants, instructs them in work to be performed, reviews the work done, and directs necessary revisions. Demonstrates the ability to make decisions on all but the most unusual accounting. When problems arise, the senior consultant outlines them for the manager or principal and then acts on advice. The salary range is $55,000-$90,000 dependent on skill level and experience.

Prepares time budgets on jobs and leads staff accountants to employ methods that will accomplish objectives effectively and efficiently. Displays professional conduct and conveys confidence and ease in the presence of staff and client representatives. Maintain ongoing communication with clients and consulting team on project progression and arising issues.

Essential Functions

• Performs diversified consulting assignments under the direction of a supervisor, manager and/or principal.
• Demonstrates competency in technical skills, work quality and application of professional and firm standards.
• Demonstrate the ability to understand and follow processes that have been developed and leverage that knowledge by training staff.
• Participates in the planning of consulting engagements, including developing a budget and timeline.
• Demonstrate an understanding of the audit process, how to prepare audit documentation, and communication with external auditors.
• Meets time constraints and client deadlines.
• Schedules client engagements including monthly and year-end fieldwork, entrance and exit conferences, and consulting completion dates.
• Directs and instructs staff where applicable, in work to be performed and review working papers prepared by staff accountants.
• Prepares and indexes working papers; performs various procedures established under generally accepted accounting principles (GAAP) to verify accuracy and validity of client’s accounts balances and transaction cycles.
• Performs the broadest range of accountant tasks so that direct participation of supervisors, managers or principles is kept to a minimum.
• Prepares other reports, projects and duties as may be assigned.
• Knows and understands the reason behind the firm’s policies and procedures.
• Possesses technical knowledge sufficient to supervise staff accountants.
• Begins acquiring the skills necessary to develop quality client relationships and loyalty.
• Develops a command of GAAP and the unique or specialized accounting principles specific to the client’s industry niches.
• Develops a solid understanding of financial statement presentation and disclosure issues.
• Obtains a general understanding of generally accepted auditing standards and common audit procedures and techniques applied to account balances and transaction cycles.
• Effectively communicates with client to receive information necessary to complete the engagement with a minimum of disruption to client.
• Develops proficiency in researching accounting and compliance issues that impact the client, including the preparation of information returns.
• Have a valid driver’s license.
• Have personal vehicle for client commute. The job requires in/out of town client commutes where a reliable vehicle is needed.
• Have current auto insurance policy with at least minimum requirements for California.

Required Experience

• Experience in public or private accounting, demonstrating a substantial understanding of the GASB and/or FASB frameworks
• 3+ years auditing governmental agencies and non-profit organizations is preferred

Educational Requirements

• Bachelor’s degree in accounting

Required Licenses, Certificates or Knowledge

• Either holds a current and valid CPA license, or is working toward obtaining the licenses
• Proficient in Microsoft Office and general competence in computerized accounting software programs, including government and other fund accounting software

Summary of Responsibilities

The Senior Auditor will be given a wide variety of diverse accounting & auditing assignments within the not-for-profit, governmental, and/or privately owned company sectors. A Senior Auditor is expected to work in a team-focused environment to ensure work is completed timely and accurately. The salary range is $55,000-$90,000 dependent on skill level and experience. Responsibilities include but are not limited to the following:

Essential Functions

• Assists the managers and partners with all aspects of the audit engagement, including planning, risk assessment, conducting fieldwork, communicating and coordinating with the client, and preparing financial statements.
• Schedules client engagements including interim and year-end fieldwork, entrance and exit conferences, and audit completion dates.
• Develops a command of GAAP and the unique or specialized accounting principles specific to the firms’ industry niches. Develops a solid understanding of financial statement presentation and disclosure issues.
• Researches and analyzes accounting and auditing concepts.
• Serves in a leadership and supervisory capacity over audit staff.
• Have a valid driver’s license
• Have personal vehicle for client commute. The job requires in/out of town client commutes where a reliable vehicle is needed.
• Have current auto insurance policy with at least minimum requirements for California.

Required Experience

• 3-5 years of public accounting audit experience.
• Strong written and verbal communication and interpersonal skills.
• Strong organizational and time management skills.
• Ability to be effective and efficient in both team and individual capacities.
• A team player mentality with a positive, can-do attitude.
• Proactive and motivated individual who takes initiative for professional growth.
• Must be able to work overtime as needed.
• Able to travel out of town, with occasional overnight stays.
• Must be legally authorized to work in the United States on a full-time basis upon hire.

Educational Resources

• Bachelor’s degree in accounting.

Required Licenses, Certificates or Knowledge

• Either holds a current and valid CPA license, or is working toward obtaining the license.
• Minimum of 40 hours of continuing professional education is required each year.
• Proficient in Microsoft Office and general competence in computerized accounting software programs, including government and other fund accounting software.

Summary of Responsibilities

The CAS Senior is responsible for all areas relating to financial reporting for the firm’s clients. This position will be responsible for developing and maintaining accounting principles, practices and procedures to ensure accurate and timely financial statements. The CAS Senior supervises the Staff in the CAS Department and oversees the Accounts Payable, Accounts Receivable, and Payroll cycles and is responsible for managing the team to ensure that work is properly allocated and completed in a timely and accurate manner. This position addresses tight deadlines and many accounting activities, including general ledger preparation, financial reporting, year-end client tax and audit projects, and the support of budget and forecast activities. The salary range is $55,000-$90,000 dependent on skill level and experience.

Essential Functions

• Supervises and reviews work performed by staff in the CAS department, including but not limited to, the Accounts Payable cycle, Accounts Receivable cycle, Payroll cycle, Bank Reconciliations, Grant Reconciliation, etc.
• Prepare month-end closing journal entries
• Prepare monthly financial statements
• Prepare and maintain monthly budgets and forecasting
• Responsible for gathering audit documentation and support requested by outside auditors
• Lead special projects as assigned by supervisor
• Work with supervisor to develop and maintain procedures and checklists to facilitate client and department work
• Reconcile client records to trial balance, which may include analytical procedures, and performs schedule computations of prepaids, accruals, property and equipment, and calculate depreciation expense
• Responsible for overseeing clerical and administrative tasks for department
• Becomes aware of workloads and budgets. Begins to proactively set schedule and organize work
• Communicates budget & priorities with partners/managers
• Begins to identify separately billable time and cross-selling opportunities and discuss with managers/partners
• Participates in department meetings/discussions
• Assists with formal trainings for CAS department
• Begins to take charge of client relationship and be primary contact for clients
• Becomes accountable for working within budget constraints
• Responsible for training staff accountants
• Have a valid driver’s license
• Have current auto insurance policy with at least minimum requirements for California

Key Performance Indicators

• On-time delivery of client financial reporting projects
• Low error rates and overall quality of work output
• Motivating and effective management skills
• Successful integration into the CAS team
• Meeting assignment objectives (timeframes, budgets, outcomes)
• Ability to work independently in a sometimes stressful and demanding environment with extensive multi-tasking demands
• Client satisfaction
• Participation in firm wide initiatives
• Always learning and progressing in accounting and technical skills.

Required Experience

• Thorough knowledge and understanding of Accounts Payable, Accounts Receivable, and Payroll processes
• Experience preparing financial statements
• Well-rounded knowledge of accounting principles from prior experience, specifically knowledge of non-profit accounting standards
• Experience with accounting and reconciling federal grants preferred
• Ability to communicate clearly and concisely in English
• Ability to oversee staff and experience reviewing staff work
• Strong interpersonal and relationship building skills
• Team player with a positive “can-do” attitude
• Client-centric approach to all matters
• Experience working in a paperless environment strongly preferred
• Ability to work independently, with minimal supervision
• Ability to work efficiently and to multi-task
• Extreme attention to detail and accuracy

Educational Requirements

• Bachelor’s degree in accounting or finance

Required Licenses, Certifications or Knowledge

• CPA license not required, but preferred
• Proficiency in use of computers and accounting software (mainly Sage Intacct, Quickbooks, FloQast, Bill.com)

Summary of Responsibilities

Performs a wide variety of diversified, complex, tax-related tasks and supervises other tax department personnel. The salary range is $95,000 – $150,000 depending on skill level and experience.

Essential Functions

• Demonstrates a thorough understanding of tax issues. Considered to be a source of technical information for tax department members and clients.
• Researches complex tax issues for presentation to engagement team members, partner, clients and others
• Prepares most complex returns
• Prepares tax projections and is involved in planning for complex clients.
• Reviews tax accrual and associated working papers.
• Analyzes IRS notices and drafts responses.
• Reviews IRS notice responses prepared by other tax personnel.
• Performs client consulting engagements
• Reviews & approves tax returns as assigned, coordinate & review tax shelf returns
• Acts as a resource to prepare complex transactional analysis or complex tax research
• Is a referral source for A&A client tax issues
• Backs-up partners for client calls in their absence
• Encompass the firm’s mission, vision and values in representing the firm to other employees and the community
• Provides management over a portfolio of clients and delivers high quality tax and consulting services
• Assists in identify staff resource needs, including participating in the hiring, recruitment and termination of department staff
• Coordinates with partners and managers related to staff training and staff continuing education plans. Coordinates internal CPE presentations and training.
• Coordinates with other managers and partners to identify and implement department goals
• Coordinates with other managers and partners regarding staff scheduling and project assignments
• Monitors and follows up on staff utilization and productivity. Implements ideas and strategies for ensuring staff and department productivity.
• Participates in analysis of profitability/efficiency within department. Assists in identifying growth opportunities.
• Participates and conducts employee evaluations and employee mentorship. This may include the recommendation to promote or coach staff as deemed necessary.
• Possesses strong communication skills. Understands the need to be diplomatic when required in delivering unpleasant information
• Assists in the design and implementation of department policy and procedures (bonus structure, work flow policies, etc.)
• Coordinates with admin staff on policies & procedures
• Responsible for tax personnel onboarding procedures/training
• Performs monthly billing and collection follow-up with clients.
• Communicates with client regarding additional billing and other billing adjustments
• Maintains contacts with peers, develops network of business contacts, meets with prospective clients and cultivates referrals.
• Takes a leadership role in professional, business or community organizations.
• Is seen as a role model for tax professionals.
• Have personal vehicle for client commute.
• Ability to be effective and efficient in both team and individual capacities.
• A team player with a positive, can-do attitude
• Proactive and motivated individual who takes initiative for professional growth.
• Develops entrepreneurial approach to client service and good working relationships with client personnel.
• Develops a broad general knowledge of economic, political, and business conditions.
• Writes articles and makes presentations.
• Must be able to work overtime.

Required Experience

• 8+ years of tax return preparation and planning experience
• Strong written and verbal communication skills
• Strong organizational and time management skills

Educational Requirements

• Bachelor’s degree in accounting

Required Licenses, Certificate or Knowledge

• Must hold an active California CPA license.
• Proficiency in use of computers and tax software programs.
• Have a valid driver’s license
• Have current auto insurance policy with at least minimum requirements for California
• Must be legally authorized to work in the United States on a full-time basis upon hire.