Accounting Advisory Senior Associate Job at Regal Executive Search (San Jose)

Senior CFO & Advisory Solutions Associate

As Senior CFO & Advisory Solutions Associate, you will lead and deliver strategi...

Location

United States

Salary:

90000.00 - 114400.00 USD / Year

Chazin

Expiration Date

Until further notice

Requirements

Bachelor's degree in Accounting or Finance
CPA or CFA license preferred
Minimum of six years accounting, financial planning & analysis experience
Public accounting experience is preferred
Extensive knowledge of generally accepted accounting principles (GAAP)
Proven ability to synthesize complex financial information for diverse audiences
Advanced Excel skills and proficiency with financial reporting tools, experience with QuickBooks Online, Sage Intacct, or similar service orientation
Experience working independently in a remote environment is preferred
Nonprofit accounting experience preferred

Job Responsibility

Serve as a strategic financial advisor to nonprofit clients, supporting executive teams and boards
Develop and maintain multi-year financial forecasts, cash flow projections, and scenario analyses
Lead the preparation and presentation of board reporting packages and management dashboards
Perform high-level financial analysis, identifying trends, opportunities, and risks
Guide clients through budgeting processes, including annual budgets and mid-year reforecasts
Support clients during audits, compliance reviews, and strategic planning sessions
Drive improvements in financial reporting tools and advisory service delivery

What we offer

100% remote work environment
Flexible work schedules
Comprehensive benefits program
Competitive compensation
Strong work-life balance
People-focused culture
15 days of paid time off (PTO), increasing with tenure
10 paid holidays annually, including 1 Floating Holiday
Annual all-employee paid retreat
Medical, dental, and vision insurance

Fulltime

Tax Senior Associate

Robert Half is looking for a Tax Senior Associate to join our client! This Tax S...

Location

United States , Moorestown

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree or equivalent combination of education
CPA preferred
3+ years of relevant experience at a Public Accounting Experience
Prior experience with a “Big 4” or regional public accounting firm is strongly preferred
Strong interest in investment advisory and general financial planning services
Knowledge of Microsoft Office Suite including Outlook, Word, Excel (intermediate to advanced level), QuickBooks and tax preparation software
Proficiency in CCH ProSystem Tax, CCH and BNA tax research software preferred
Good verbal and written communications
Strong analytical and accounting skills

Job Responsibility

Assisting in preparation and reviewing diverse federal and state income tax returns
Undertaking tax research projects
Helping in the preparation of quarterly federal and state estimated tax payments
Analyzing financial information such as balance sheets, fixed asset ledger, and income statements to support the tax preparation process
Preparing tax return documentation and supporting schedules according to professional standards
Supporting in financial planning and analysis

What we offer

medical
vision
dental
life and disability insurance
eligibility to enroll in company 401(k) plan

Fulltime

Accounting Advisory (Associate, Senior Associate, and Manager)

Our client is looking to fill the role of Accounting Advisory (Associate, Senior...

Location

United States , Denver

Salary:

87000.00 - 160000.00 USD / Year

Solomon Page

Expiration Date

Until further notice

Requirements

Undergraduate degree in Accounting
Proactive communicator
Strong analytical skills and effective interpersonal skills
Problem-solving skills
quick learner
Works independently
self-motivated
Adaptable, team player, committed to excellence
3 - 4+ years of relevant work experience (Senior Associate)
Typically includes at least 1-2 busy seasons of experience as a Senior (Senior Associate and Associate Manager)

Fulltime

Corporate Tax Associate Director

Our tax professionals draw on their comprehensive experience to deliver business...

Location

United Kingdom , Gatwick

Salary:

Not provided

BDO UK LLP

Expiration Date

Until further notice

Requirements

Work pro-actively, managing your own tasks
Confident collaborating with others
Communicate regularly with senior managers, Directors, and Partners
Identify and draw attention to opportunities for enhancing delivery and providing additional services
Demonstrate excellence of service to clients and build strong relationships both internally and externally
Provide tax compliance and advisory services to a wide range of clients
Manage a substantial portfolio of clients including control of client take on and engagement, billings, and cash collection
Understand potential risks to the Firm in relation to quality control procedures
Counsel, appraise, develop and motivate staff
Coaching and developing junior members of staff

Job Responsibility

Act as a major point of contact within the firm
Provide tax compliance and advisory services
Manage a substantial portfolio of clients
Control client take on and engagement, billings, and identification of opportunities to improve recoveries
Understand potential risks to the Firm
Counsel, appraise, develop and motivate staff
Coaching and developing junior members of staff
Support, train, mentor and advise others
Lead large and/or complex projects

What we offer

Health and wellness programmes
Pension plan with matched employer contributions
Private medical access for you and your family
Income protection plan
Holidays with ability to purchase up to 10 additional days
Bike to work scheme
Agile working
Career development programmes, resources, and frameworks
Mentoring and coaching
State-of-the-art collaboration spaces

Experienced Tax Associate

Our Tax Department is currently seeking an Experienced Tax Associate. The ideal ...

Location

United States , Encino

Salary:

65000.00 - 85000.00 USD / Year

Gursey | Schneider LLP

Expiration Date

Until further notice

Requirements

2-3 years of public accounting and tax-related experience
Ability to prepare a working trial balance and make year-end adjusting entries
A broad understanding of tax law with specialized knowledge in one or more areas, such as individual and corporate taxation of pass-throughs, estate and gift tax, investment advisory, and financial planning
Bachelor's degree in Accounting, Finance, or other business-related fields
CPA eligible or in the process of obtaining a CPA certification
Proficiency in Excel and Word is required

Job Responsibility

Prepare and assist with multi-state and federal income tax returns for high-net-worth individuals, corporations, partnerships, entities, estates, and trusts
Support Senior Staff and Managers with year-end projections and quarterly estimates
Assist with new tax compliance approaches from reviews to analysis
Conduct thorough research and remain up to date with tax laws
Liaise regularly with senior staff, managers, and clients while maintaining strong verbal and written presentation skills

What we offer

comprehensive medical, dental, and vision insurance
retirement savings
life and disability insurance
profit sharing and 401(k) match
certification incentives
education assistance
referral program
profit-sharing plan contributions
paid parental leave
generous holiday and PTO pay

Fulltime