Careers

The Audit Senior will be responsible for coordinating the day-to-day "in-charge" duties of planning, fieldwork and "wrap-up" to include the preparing of financial statements with disclosures, applying most areas of GAAP as necessary and documenting, validating, testing and assessing various control systems. This position is also responsible for acting as the client contact for basic questions and information and may be involved in reviews and agreed-upon procedure engagements.

Qualifications

Education:

• Bachelors degree in Accounting or equivalent required
• Masters degree in Accountancy preferred

Experience:

• Two (2) or more years of prior experience in public accounting or four (4) or more years of relevant professional accounting experience working for companies in general industry required.
• One (1) or more years of prior supervisory experience preferred

License/Certifications:

• CPA preferred
• Actively pursuing completion of CPA licensing required

Software:

• Proficiency in Microsoft Office Suite, specifically Word, Excel and PowerPoint
• Prior experience with various assurance applications and research tools beneficial

Other Knowledge, Skills & Abilities:

• Solid understanding and experience planning and coordinating the stages to perform an audit of a basic public and/or private company
• Knowledge of internal accounting controls and professional standards and regulations (GAAP, GAAS, Sarbanes-Oxley, etc).
• Strong verbal and written communication skills with the ability to adapt style and messaging to effectively communicate with professionals at all levels both within the client organization and the firm
• Ability to successfully multi-task while working independently and within a group environment
• Superior analytical and diagnostic skills and ability to break down complex issues and implementing appropriate resolutions
• Capable of working in a demanding, deadline driven environment with a focus on details and accuracy
• Solid project management skills

 

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Job Summary

The CAAS (Client Accounting and Advisory Services) and Outsourcing) Manager manages the full-life cycle of all assigned finance and accounting outsource engagements. Responsibilities include proposal development, staff assignment and oversight, final work product review and overall portfolio financial performance. In addition, the CAAS Manager is responsible for client relationship management including regularly meeting (either in person or virtually) with the client and assigned staff, reporting financial information and making financial management recommendations, timely billing and resolution of client issues.

Qualifications

 

Education:

• Bachelor’s degree in Accounting, Finance or relevant field; or equivalent experience required
• MBA or other relevant advanced degree (Masters in Accountancy) preferred

 

Experience:

• Six (6) or more years of experience performing general accounting transactions and functions required
• Two (2) or more years of supervisory experience, preferred
• Experience working with outsourced and/or delivery center operations, preferred
• Consultative or business advisory experience, preferred

 

License/Certifications:

• CPA certification preferred

 

Software:

• Experience utilizing industry standard accounting software and our Firm platform software such as Xero, Intuit’s QuickBooks Online (QBO), HubDoc and Bill.com, preferred
• Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required
• Prior experience utilizing industry recognized accounting research tools, preferred
• Other Knowledge, Skills & Abilities:
• Excellent oral and written communication skills
• Understands the finance and accounting functions generally performed by a business (e.g. sales, purchasing, A/R, etc.) and common best practices/processes for how they operate, as well as how they interact; understands other business imperatives/functions (e.g. data security, internal controls, etc.) and how they can affect the finance and accounting functions; uses this knowledge to analyze the current structure of a client and identify what services or processes may be inefficient or missing and where we can add value
• Presents well in oneonone and small group settings; presents well to all levels of management, internally and with clients; projects confidence and expertise; communicates in a clear and concise manner that emphasizes key points; persuades others to their points of view; selfaware – knows when an approach is not working and can change course immediately
• Strong analytical and basic research skills
• GAAP knowledge, financial statement presentation, and report writing
• Solid organizational skills especially the ability to meet project deadlines with a focus on details
• Proven ability to work in a deadlinedriven environment and handle multiple projects simultaneously, while focusing on quality, customer satisfaction and service delivery
• Ability to successfully manage multiple tasks while working independently or within a group environment
• Ability to act as the primary contact on assigned engagements and effectively manage a team of professionals including delegating work assignments as needed
• Ability to effectively manage a team of professionals and contribute to the professional development of assigned personnel, while delegating work assignments as needed
• Interacts effectively with people at all organizational levels of the firm as well as the capability to build and maintain strong relationships with internal and client personnel

 

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The Assurance Manager is responsible for supervising, directing and reviewing the results through the delegation of tasks throughout the planning, field work and “wrap-up” stages of an Audit client engagement. In this role, the Assurance Manager is charged with marketing, networking and business development within an area of expertise, as well as the responsibility of ensuring engagement profitability involving billings and collections. Traditionally responsibilities of the Assurance Manager will include advising the client on various economic and regulatory risks within their industry, resolving complex accounting issues, apply GAAP and GAAS consistently within complex situations, writing technical consultation memos on GAAP / GAAS issues, and documenting, validating, testing and assessing various financial reporting control systems.

Qualifications

Education:

• Bachelors in Accounting or equivalent required
• MBA/Masters degree in Accountancy preferred

Experience:

• Five (5) or more years prior work experience in public accounting required
• Prior significant supervisory experience

License/Certifications:

• Active licensed US CPA, recognized active International Equivalent or unique qualification as defined by Firm’s Assurance Licensing Policy, required
• If active international equivalent or unique qualifications, required to obtain an active US CPA license within approved timeframe as defined by firm licensing requirement guidelines

Software:

• Experience in the use of various assurance applications and research tools as is appropriate for this level
• Microsoft Office Products, including Windows, Word, Excel, and PowerPoint

Other Knowledge, Skills & Abilities:

• Sound GAAP and GAAS knowledge
• Possess proven solid verbal and written communication skills
• Possess excellent people development and delegation skills, including training/instruction and engagement scheduling and budgeting
• - Possess executive presence - need to be able to be primary contact for the client, prepare and present presentations to clients and potential clients
• Possess client development/relationship-building skills
• Possess solid decision-making skills
• Able to resolve complex accounting issues
• Able to be responsible for business development and marketing
• Able to be responsible for engagement profitability including billings and collections

 

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Job description

A Core Tax Services Associate is responsible for utilizing his or her educational background as well as communication and organizational skills by assisting with the preparation of tax returns and research. In this role, the Core Tax Services Associate will be charged with utilizing basic research skills and working with tax software applications to complete simple tax returns for review. We are currently seeking a Core Tax Services Associate for our Fresno, CA office. This position is full-time with benefits eligible.

Qualifications/Requirements

Education:

• Bachelors degree in Accounting or other relevant field required
• Masters in Accountancy or other relevant field preferred

Experience:

• Leadership experience preferred
• Accounting based internship preferred
• Minimum 1-3 years of progressive accounting experience preferably in a public accounting with preparing tax returns for various entities and individuals.

 

License/Certifications:

• Eligible to sit for the CPA exams upon starting employment required
• CPA preferred

 

Software:

• Proficient in Microsoft Office Suite; specifically, Word, Excel, & PowerPoint.
• Experience with Adobe Acrobat preferred.
• Experience with tax software, or comparable programs and standard tax workpapers preferred.

Other Preferred Knowledge, Skills & Abilities:

• Strong written and verbal communication skills
• Ability to follow instructions as directed
• Ability to work in a deadline driven environment and handle multiple projects/tasks with an attention to detail
• Ability to successfully multi-task while working in coordination with other professionals
• Understand and maintain the confidentiality of all information
• Ability to relate with diverse personalities in a tactful and mature manner
• Ability to respond tactfully and professionally in high demand situations
• Takes ownership of work and completes tasks in a timely manner
• Ability to prioritize and meet both client and departmental demands
• Follows procedures and communicates issues and status to multiple supervisors
• Ability to efficiently process data using strong technology skills
• Ability to prepare simple tax returns

 

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Job description
A Client Relations Associate role is responsible for providing exceptional client service, primarily via phone and email/web-based interaction. Is responsible for client scheduling of Service Order Requests, support requests and other matters. Maintains CRM in support of the CAS team. Will complete special projects as assigned.

We are currently seeking a Client Relations Associate for our Fresno, CA office. This position is full-time with benefits eligible.

Reports to/Accountability:
CAAS Accounting Manager

Qualifications/Requirements:
    Education

• Associates Degree in Accounting or other relevant field required
• Bachelor’s Degree in Accounting or other relevant field preferred
• College interns in their junior or senior year with a major in accounting will be considered
• Experience
• Prior experience in a customer/client service role, preferably including both business-to-business support and individual consumers
• Prior accounting/bookkeeping experience strongly preferred
• Experience preparing and demonstrating technology solutions and/or web-based and live PowerPoint presentations helpful

License/Certifications:
CPA preferred or must be on track to be eligible to sit for CPA exams upon earning a Bachelor’s Degree in Accounting or other relevant field is required.

Software:
Strong technology skills in using Microsoft Office Suite; specifically, Word, Excel, PowerPoint, and Outlook at a minimum, more applications preferred
Experience with Adobe Acrobat preferred
A general and growing knowledge of firm products and services in the practice area

Responsibilities, Other Skills, Experience, & Attributes:

• Serves as a “Gatekeeper” for all other members of the CAS team by handling routine emails, telephone calls and other direct communications received from CAS clients
• Reviews and assists with scheduling of Service Order and support requests received from clients
• Supports/assists with routing of Service Order requests to sales team, to Client Support or to the 3rd party software solution vendor where appropriate
• Scheduling and confirmation of weekly, monthly and other virtual/phone/on-site meetings for the CAS team, with related telephone and electronic client communications
• May participate as part of the Marketing Committee and manage firm blog posting on social media sites, including assisting with the gathering of industry information and development of content
• Direct contact with 3rd party vendors for routine client account and support matters
• CRM database records maintenance and updates with periodic “deep clean-up”
• Director of Client Celebrations and Rewards
• Prospect networking at general business, association and other functions
• Liaison with sales and marketing team
• Assists in proposal development
• Assists with client communications and management to support the CAS Accountant and other department staff
• Special projects as assigned
• Experience working in a paperless environment strongly preferred
• Strong interpersonal and relationship building skills
• Experience preparing and demonstrating technology solutions and/or web-based and live PowerPoint presentations helpful
• Understand and maintain the confidentiality of all information

Key Success Factors:

• Ability to learn new skills quickly and adapt easily to unexpected situations as they arise
• Adapts easily to learning new software applications and demonstrates proficiency with core applications necessary for this position
• Co-operative team player with a positive “can-do” approach
• Extremely organized
• Client-centric approach to all matters

Key Performance Indicators:

• Demonstrated record of retention of application of technical skills
• Quality of work output
• Integration into the team
• Meeting assignment objectives (timeframes, budgets, outcomes)
• Client satisfaction

 

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Job description
The Core Tax Services Manager is responsible for advising clients on the tax implications of their business objectives, evaluating, and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, Core Tax Services Manager is charged with applying knowledge to understand potential tax issues and recognizing and communicating potential risks and potential changes in the tax policy. In addition, the Core Tax Services Manager will be involved in the marketing, networking, and business development within an area of expertise and specialization and may be asked to provide written tax advice to clients.

We are currently seeking a Core Tax Services Manager for our Fresno, CA office. This position is full-time with benefits eligible.

Qualifications/Requirements:
    Education

• Bachelor’s Degree in Accounting or other relevant field required.
• Master’s in Accountancy or other relevant field preferred.

Experience

• Five (5) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience required
• Industry expertise in one or more tax specialty preferred
• Prior supervisory experience required

License/Certifications:

• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations) required
• Possession of other professional degrees or certifications applicable to role beneficial

Software:
Proficient in Microsoft Office Suite; specifically, Word, Excel, & PowerPoint.
Experience with Adobe Acrobat preferred.
Experience with tax research databases and tax compliance process software preferred

Other Knowledge, Skills Abilities:

• Superior written and verbal communication skills
• Ability to effectively delegate work as needed
• Capable of developing and managing a team of tax professionals
• Strong analytical, research and critical thinking skills as well as decision-making skills
• Able to work well in a team environment
• Ability to work in a deadline driven environment and successfully multi-task while working in coordination with other professionals while maintaining an attention to detail
• Understand and maintain the confidentiality of all information
• Ability to relate with diverse personalities in a tactful and mature manner
• Ability to respond tactfully and professionally in high demand situations
• Takes ownership of work and completes tasks in a timely manner
• Ability to prioritize and meet both client and departmental demands
• Ability to efficiently process data using strong technology skills
• Ability to compose written tax advice
• Capable of effectively developing and maintaining client relationships
• Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients

 

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Job description
A Core Tax Services Senior Associate is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing, and communicating potential risks, preparing tax accrual workpapers and working with tax software applications to complete tax returns for review. In this role, the Core Tax Services Senior Associate may be charged with supervising and reviewing the work of Core Tax Services Associates.

We are currently seeking a Core Tax Services Senior Associate for our Fresno, CA office. This position is full-time with benefits eligible.

Qualifications/Requirements:
    Education

• Bachelor’s Degree in Accounting or other relevant field required.
• Master’s in Accountancy or other relevant field preferred.

Experience

• Two (2) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience preferred
• Industry expertise in one or more tax specialty preferred
• Prior basic supervisory experience preferred

License/Certifications:

• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations) preferred
• Possession of other professional degrees or certifications applicable to role preferred

Software:
Proficient in Microsoft Office Suite; specifically, Word, Excel, & PowerPoint.
Experience with Adobe Acrobat preferred.
Experience with tax research databases and tax compliance process software preferred

Other Knowledge, Skills Abilities:

• Solid written and verbal communication skills
• Able to follow instructions as directed by members of Tax Team
• Able to prepare simple tax returns
• Takes appropriate actions without being asked
• Seeks advice of appropriate superiors regarding issues, problems related to compliance
• Ability to effectively delegate work as needed
• Trains other team members
• Strong analytical, research and critical thinking skills
• Able to work well in a team environment
• Ability to work in a deadline driven environment and successfully multi-task while working in coordination with other professionals while maintaining an attention to detail
• Understand and maintain the confidentiality of all information
• Ability to relate with diverse personalities in a tactful and mature manner
• Ability to respond tactfully and professionally in high demand situations
• Takes ownership of work and completes tasks in a timely manner
• Ability to prioritize and meet both client and departmental demands
• Follows procedures and communicates issues and status to multiple supervisors
• Ability to efficiently process data using strong technology skills

 

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Job description
The Core Tax Services Senior Manager is responsible for advising clients on the tax implications of their business objections, evaluating, and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, Core Tax Services Senior Manager is charged with applying knowledge to understand potential tax issues, and recognizing, communicating potential risks and potential changes in the tax policy, and making top-level decisions regarding filing, preparation and resolution of questions from federal / state agencies. In addition, the Core Tax Services Senior Manager will be critical member of the office / region leadership team and actively participate in the marketing, networking, and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.

We are currently seeking a Core Tax Services Senior Manager for our Fresno, CA office. This position is full-time with benefits eligible.

Qualifications/Requirements:
    Education

• Bachelor’s Degree in Accounting or other relevant field required.
• Master’s in Accountancy or other relevant field preferred.

Experience

• Eight (8) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience required
• Industry expertise in one or more tax specialty preferred
• Prior supervisory experience required

License/Certifications:

• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations) required
• Possession of other professional degrees or certifications applicable to role beneficial

Software:
Proficient in Microsoft Office Suite; specifically, Word, Excel, & PowerPoint.
Experience with Adobe Acrobat preferred.
Experience with tax research databases and tax compliance process software preferred

Other Knowledge, Skills Abilities:

• Superior written and verbal communication skills
• Ability to effectively delegate work as needed
• Strong analytical, research and critical thinking skills as well as decision-making skills
• Capacity to work well in a team environment
• Capable of developing and managing a team of tax professionals
• Ability to compose written tax advice
• Capable of effectively developing and maintaining client relationships
• Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients
• Strong analytical, research and critical thinking skills as well as decision-making skills
• Ability to work in a deadline driven environment and successfully multi-task while working in coordination with other professionals while maintaining an attention to detail
• Understand and maintain the confidentiality of all information
• Takes ownership of work and completes tasks in a timely manner
• Ability to efficiently process data using strong technology skills

 

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Job description
The Specialized Tax Services (STS) Business Incentives and Tax Credits Group Paraprofessional is responsible for organizing, coordinating, and preparing client data to ensure accurate and timely completion of business and individual tax returns. This position also performs administrative duties that support the department processes and procedures.

We are currently seeking a Specialized Tax Services (STS) Business Incentives and Tax Credits Group Paraprofessional for our Fresno, CA office. This position is full-time with benefits eligible.

Qualifications/Requirements:
    Education

• Associate’s Degree in Accounting or other relevant field required.
• Bachelor’s Degree in Accounting or other relevant field preferred.

Experience

• Three (3) or more years of industry related experience in a professional services firm required

Software:
Proficient in Microsoft Office Suite; specifically, Word, Excel, & PowerPoint.
Experience with Adobe Acrobat preferred.
Experience with tax research databases and tax compliance process software preferred.

Other Knowledge, Skills Abilities:

• Strong written and verbal communication skills
• Ability to follow instructions as directed
• Ability to work in a deadline driven environment and successfully multi-task while working in coordination with other professionals while maintaining an attention to detail
• Understand and maintain the confidentiality of all information
• Ability to relate with diverse personalities in a tactful and mature manner
• Ability to respond tactfully and professionally in high demand situations
• Takes ownership of work and completes tasks in a timely manner
• Ability to prioritize and meet both client and departmental demands
• Follows procedures and communicates issues and status to multiple supervisors
• Ability to efficiently process data using strong technology skills

 

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Job Description:
The HR Specialist is responsible for delivering quality customer service to firm directors and professionals by providing resolution to inquiries related to employment verifications, HR initiatives, firm policies and procedures, and human resources systems for benefits, time entry and performance management. The HR Specialist also provides general support to human resources and recruiting teams, including: documentation for all hires, changes and terminations within the human resources management system; processing candidate background checks; creating and distributing offer materials; facilitating new hire on boarding though orientation presentations; coordinating all payments of bonuses, unused PTO, severance and appropriate unpaid deductions with payroll; and administering HR programs such as CPA preparation materials and educational reimbursement.The HR Specialist is also responsible for supporting on all aspects of training and development projects, including supporting the delivery of both live digital learning (webcast/webinar) and recorded (online learning) knowledge sharing events.

We are currently seeking a HR Specialist for our Fresno, CA office. This position is full-time with benefits eligible.

Reports to/Accountability:
Managing Director

Qualifications/Requirements:

Education

• Associate Degree, required
• Bachelor’s Degree, preferred
• Degree or certification program in Human Resources, highly preferred

Experience

• One (1) or more years in Human Resources role, required
• Two (2) or more years in a Human Resource environment, preferred

Software:
Proficient in Microsoft Office Suite; specifically, Word, Excel, & PowerPoint.
Experience with Adobe Acrobat preferred.
Prior experience utilizing industry-related human resource management and database systems, preferred

Other Knowledge, Skills Abilities:

• Excellent written and verbal communication skills
• Solid organizational skills with the ability to meet project deadlines with a focus on details
• Ability to work in a deadline driven environment and successfully multi-task while working in coordination with other professionals while maintaining an attention to detail
• Ability to build and maintain strong relationships with internal and external client personnel
• Ability to successfully interact with professionals at all levels
• Ability to adapt communication style to successfully convey messages and objectives to diverse audience
• Capable of maintaining confidential information and matters with discretion
• Ability to successfully evaluate issues and escalate to a higher level or other resource, as appropriate
• Solid understanding of firm policies and procedures and personnel laws
• Strong analytical skills with a solid understanding of standard human resources processes
• Ability to deliver presentations and facilitate meetings/training sessions

 

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Job Description:
An Administrative Assistant-Director of First Impressions is charged with providing clerical support to assigned department by using administrative systems, procedures and policies and monitoring and completing various administrative projects.   In this capacity, the Administrative Assistant-Director of First Impressions will be charged with supplying administrative support to assigned management members.

We are currently seeking an Administrative Assistant-Director of First Impressions for our Fresno, CA office. This position is full-time with benefits eligible.

Job Duties:

• Provides excellent client services in person and via phone
• Coordinates meeting and conference call arrangements, including coordination of rooms, technical resources, and catering for assigned management
• Creates and edits all correspondence related to assigned management
• Copies and collates reports; scans and files documents, as needed
• Receives, sends, and files correspondence by mail, e-mail and fax
• Maintains calendars for assigned Directors and other members of management
• Provides reception and office services relief (i.e., mail/file/stocking kitchens, etc.), as needed
• Impeccably maintains the lobby,  conference rooms, and common areas as to make a favorable first impression on visitors
• Drafts Services Agreements and Statements of Work to clients
• Processes and sends tax returns to clients
• Manages and monitors File Cabinet and other document management
• Assists Firm Administrator with obtaining coding and approval for vendor invoices
• Processes and mails client invoices
• Assists with tax, assurance and client accounting and advisory services scheduling

Qualifications/Requirements:
    Education

• High School Diploma, GED or equivalent required
• Associates Degree in Accounting or other relevant field preferred
• Bachelor’s Degree in Accounting or other relevant field preferred

Experience

• Three (3) or more years of administrative experience in a professional services firm OR
• One (1) year of administrative experience in a professional services firm with Bachelor’s degree

Software:
Advanced technology skills in using Microsoft Office Suite; specifically, Word, Excel, PowerPoint, and Outlook at a minimum, more applications preferred
Experience with Adobe Acrobat preferred
Experience with Thomson Reuters CS preferred

Other Knowledge, Skills Abilities:

• Ability to work in a deadline driven environment and successfully multi-task while working in coordination with other professionals while maintaining an attention to detail
• Displays superior verbal and written communication skills, including advanced knowledge of current grammar and punctuation standards
• Capable of working and communicating effectively with professionals at all levels
• Possesses advanced-level knowledge of popular word processing and administrative programs
• Possesses superior customer service skills
• Ability to work in a deadline driven environment and successfully multi-task while working in coordination with other professionals while maintaining an attention to detail
• Understands and maintains the confidentiality of all information
• Ability to effectively utilize multi-line telephone system

 

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