Senior Accountant (CPA Firm)
At a glance
Senior Accounting role at Advantage Group. Walnut Creek · full-time · no salary stated · we estimate $85,000–$127,488 across the United States.
Advantage Group has not published a salary for this role. The figure below is our estimate, not theirs.
financeroles summary, based on the employer's posting.
What you'll do
- Organize and oversee client engagements for privately held businesses, including compilations, reviews and related projects
- Prepare reviewed and compiled financial statements for client assignments
- Handle accounting work and financial reporting for closely held and private companies
- Coach and guide team members as part of client work, with opportunities to take on leadership responsibilities
What you bring
- At least three years in public accounting, including audit, compilation or review work
- A CPA or EA license, or progress toward earning one, plus familiarity with tax
- Experience preparing financial statements for reviews and compilations
- Working knowledge of CCH and other recognized tax, audit and accounting software
Who this fits
This senior role suits someone who wants to organize client work and help develop growing teams. It is hybrid and based in the Concord, Pleasant Hill or Walnut Creek area. A bachelor's degree, preferably focused on accounting, is desired.
From the employer
Advantage Group is a retained search firm based out of the San Francisco Bay Area specializing in senior and executive level placements with stable and rapidly growing clients nationally.
We have established deep relationships, some lasting over 20 years, with real decision makers.
We offer long term opportunities along with a real understanding of the companies that we represent.
We will provide insight and information ensuring that you are making the right decision about the right opportunity for you. We are as committed to and passionate about your success as we are about the companies that we represent.
This role is with a well-established, stable and growing public accounting firm located in the Concord/Pleasant Hill/Walnut Creek, CA area.
It will be integral to the accounting of closely and privately held businesses and will be responsible for organizing and managing client assignments, compilations, reviews, financials and related projects.
This firm has a strong track record of promoting from within and manager level roles are also available. Candidates with a desire to coach, mentor and lead teams are strongly preferred.
- Ideally a licensed (or on track to earning) CPA or EA
- 3 or more years of experience with public accounting (audit/compilation/review) and an understanding of tax
- Experience with the preparation of reviewed and compiled financial statements
- Experience working with large to mid-sized Privately held businesses
- Professional proficiency with recognized tax, audit and accounting software systems (CCH)
- Is an excellent verbal and written communicator
- An interest in mentoring and leading growing teams is ideal
- Has earned a Bachelor’s degree ideally in, or with a focus on, accounting
- This company offers an excellent array of benefits, real long term stability and career progression.
- This is a hybrid role.
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