Accounting Advisory Job at Solomon Page (San Francisco)

Client Accounting and Advisory Services Manager

We have an opportunity for a full-time Client Accounting and Advisory Services (...

Location

United States , Grand Rapids

Salary:

Not provided

H&S Companies, CPAs & Business Advisors

Expiration Date

Until further notice

Requirements

Bachelor’s degree in accounting or related field
Actively licensed CPA or EA
3+ years’ experience in a public accounting environment
5+ years’ experience of industry experience
Familiarity with Ultra Tax, SurePrep, Accounting CS, QuickBooks (online or desktop) is preferred, but not required

Job Responsibility

Execute monthly close procedures and deliverables to clients based on the accrual basis of accounting
Prepare various financial statements, including consolidated income statements, balance sheets and statement of cash flows
Calculate, interpret, and communicate KPIs from clients’ financial statements, identifying positive and constructive trends
Plan and manage basic engagements, including on-boarding and client delivery phases
Lead and manage other team members, including mentoring in professional development, guiding and teaching through technical challenges, and maintaining our firm’s core values
Seek to identify new advisory opportunities and propose additional services to existing clients
Support drafting proposals and other documents explaining proposed solutions for clients
Create, analyze, and present financial results directly to the client. You will work with clients to understand their financial position and strategically plan based on regularly scheduled meetings
Apply our processes, system, technology, and resources to manage workflow and ensure proper documentation of workpapers
Support special project requests from clients, including but not limited to cost studies, breakeven analysis, budget preparation, cash flow projections and other services

Fulltime

Client Advisory Services (CAS) Staff

The CAS Staff will be a key member of our Client Advisory Services (“CAS”) team,...

Location

United States , Torrance

Salary:

75000.00 - 100000.00 USD / Year

RKE LLP

Expiration Date

Until further notice

Requirements

Bachelor's degree in Accounting, Finance, or related field
Minimum of 2 years of experience in public accounting, corporate accounting, or bookkeeping
Proficient in Microsoft Office (Word, Power Point, intermediate to advanced Excel)
Ability to work independently and as part of a team in a fast-paced environment
Ability to manage multiple clients and projects simultaneously
Excellent verbal and written communication skills
Strong analytical and problem-solving skills
Outstanding organization and project management skills
Highly motivated and takes initiative for professional growth and development
High level of accuracy and attention to detail

Job Responsibility

Build and maintain strong relationships with clients, develop an understanding of client needs, and deliver tailored advisory services
Assist CAS Controller with weekly and monthly client deliverables including monthly financial reporting packages, forecasts and projections, and other analyses as needed
Evaluate and improve clients' internal control systems to safeguard assets and ensure the integrity of financial information
Assistance with indirect tax compliance as needed
Work closely with members of the CAS team and across the firm to deliver integrated services to clients
Prepare timely financial reports with accuracy and efficiency
Assist with internal scheduling to satisfy client needs and department goals
Stay up to date on the latest accounting standards, regulatory changes, and best practices to provide clients with best-in-class service

Fulltime

Chartered Accountant - Senior Manager General Practice

This role offers a clear pathway to a Director position within 2–3 years, evolvi...

Location

United Kingdom , Halifax

Salary:

Not provided

Streets Chartered Accountants

Expiration Date

Until further notice

Requirements

ACA/ACCA qualified (or equivalent) with significant post-qualification experience in practice
Proven track record in managing client portfolios and leading service delivery across audit, accounts, and advisory
Strong ability to identify and pursue growth opportunities
Excellent communication and interpersonal skills, capable of inspiring and influencing teams and clients
Motivated to progress to a Director-level role and drive regional growth
Understanding of the North West economy and professional landscape is advantageous

Job Responsibility

Oversee a diverse portfolio, ensuring exceptional service delivery and fostering long-term relationships
Mentor and develop a team of professionals, promoting a culture of excellence and continuous improvement
Identify and capitalise on opportunities to expand services within existing accounts and attract new clients
Work closely with Directors and Partners to shape and implement regional strategies aligned with the firm's objectives
Lead initiatives to enhance operational efficiency, client satisfaction, and regional presence

What we offer

Attractive salary, performance-related bonuses, and benefits
25 days’ annual leave + bank holidays
Workplace pension
Private Health Care
Employee benefits scheme offering discounts from hundreds of retailers
Life assurance
Access to EAP
Flexibility: Adaptable working patterns and locations as you grow into a regional leadership role

Fulltime

Business Services Senior

Crowe Watson Recruitment is supporting a well-regarded firm of Chartered Account...

Location

United Kingdom , Manchester

Salary:

34000.00 - 44000.00 GBP / Year

Crowe Watson

Expiration Date

Until further notice

Requirements

ACA/ACCA Qualified or Part Qualified (or equivalent)
Must have a minimum of 2 years previous experience working within a UK Practice environment
Strong technical knowledge of accounting standards and software
Excellent communication and client-facing skills
Ability to manage deadlines and prioritise workloads effectively

Job Responsibility

Preparation of year-end statutory accounts for a portfolio of clients
Preparation of management accounts and VAT returns
Supporting clients with cloud accounting and software queries
Assisting with business advisory work and project work
Liaising with clients, colleagues, and HMRC
Supervising and reviewing work of junior staff

What we offer

Flexible working
Company pension

Fulltime

Accounts Senior

This is a varied role which will cover all aspects of accountancy, from manageme...

Location

United Kingdom , Shrewsbury

Salary:

27500.00 - 37500.00 GBP / Year

The Accountancy Recruiters

Expiration Date

Until further notice

Requirements

ACA / ACCA qualified or qualified by experience
Experience of working in practice
Be computer literate (particularly Microsoft Office), and be able to adapt to using new software quickly and easily
Have excellent attention to detail and thrive on exceeding client expectations
Have excellent verbal and written communication skills, together with the confidence to network and help to develop the business

Job Responsibility

Working on a portfolio of clients, ensuring assignments are managed and work is completed in a timely manner
Prepare annual accounts and tax computations for sole traders, partnerships and limited companies
Prepare management accounts and information on a quarterly or monthly basis
Prepare VAT returns on a quarterly basis
Actively be involved in the development of the company’s cloud accounting offering
Support and develop trainee accountants with their assignments
Deliver an excellent level of customer service, managing and exceeding client expectations, responding to all ad hoc queries in a timely manner
Maintain up to date technical knowledge and attend all relevant training, conferences and seminars
Manage all work efficiently, profitably and in accordance with the Company’s procedures

Fulltime

Spring Accounting Internship

Let Wilkins Miller help you Achieve! We are seeking outstanding individuals for ...

Location

United States , Mobile

Salary:

Not provided

Wilkins Miller

Expiration Date

Until further notice

Requirements

Candidate for a degree at a school of accountancy
Have a cumulative overall and major GPA of 3.0
Be available to work an average of 30-40 hours per week during the internship (approximately Feb 1 – April 15)
Must be highly motivated with excellent communication skills, both written and verbal
Positive attitude and willingness to learn

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

Account Lead

Jackson Spalding is an award-winning PR and marketing agency seeking an account ...

Location

United States , Atlanta, GA; Dallas, TX

Salary:

Not provided

Jackson Spalding

Expiration Date

Until further notice

Requirements

Bachelor’s degree required
6–10 years of experience leading client relationships, integrated teams, and strategic work across marketing and communications
Strong public relations and marketing experience with hands-on experience delivering related work
Minimum 2-3 years managing integrated budgets, scopes, and financial stewardship in a client-facing environment
Demonstrated ability to grow accounts year-over-year
Mastery of project management tools and principles
Exceptional written and verbal communication skills
Strong business acumen, with experience in both B2B and B2C sectors preferred
Tech-forward mindset with comfort learning and applying AI-enabled tools
Ability to translate client business goals into clear, actionable integrated plans

Job Responsibility

Cultivate and deepen relationships with colleagues and client contacts
Develop and steward fully integrated strategic and tactical plans
Own and manage account budgets, scopes, results and reporting
Assemble, resource and lead cross-functional teams
Serve as a strategic peer and counselor to clients
Translate insights into clear recommendations
Lead internal and client meetings
Develop and deliver compelling presentations and materials
Model JS values daily
Anticipate and resolve conflict

What we offer

World-class health care insurance
Profit sharing
Unlimited sick days
401k match + personal financial planning
Flexible work environment

Fulltime

Accounting Advisory

Solomon Page

Location:
United States , San Francisco

Category:
-

Contract Type:
Not provided

Salary:

Job Description:

Requirements:

Additional Information:

Job Posted:
May 10, 2026

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