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.
Job DescriptionThis role is with a well-established, stable and growing firm located in the Walnut Creek area.
It will be integral to the accounting of closely and privately held businesses and will be responsible for organizing and managing client assignments, reviews, financials and related projects.
While senior accounting roles are also available this role will also be responsible for coaching, mentoring, and directing team members in meeting client, firm and personal development goals and deadlines.
Qualifications- Is a licensed EA or CPA with 7 or more years of experience with public accounting, audit and tax
- Experience with the preparation of reviewed and compiled financial statements
- Experience managing Compilation, Review or Audit projects
- Experience with client interaction at CFO and Ownership levels.
- Professional proficiency with recognized tax, audit and accounting software systems (ideally CCH Engagement or Caseware)
- Is an excellent verbal and written communicator
- Demonstrated success with and interest in mentoring and leading growing teams
- Has earned a Bachelor’s or Master'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.
Skills Required
- Licensed Enrolled Agent or Certified Public Accountant
- Seven or more years of public accounting, audit, and tax experience
- Experience preparing reviewed and compiled financial statements
- Experience managing compilation, review, or audit projects
- Experience interacting with clients at CFO and ownership levels
- Professional proficiency with tax, audit, and accounting software systems, ideally CCH Engagement or Caseware
- Excellent verbal and written communication skills
- Demonstrated success and interest in mentoring and leading growing teams
- Bachelor's or master's degree, ideally focused on accounting
What We Do
Advantage Group is a retained search firm based in the San Francisco Bay Area that specializes in senior and executive-level placements. With over 20 years of experience, the firm builds deep, long-term relationships with decision-makers to provide stable, high-growth career opportunities for candidates. They are committed to understanding both the companies they represent and the professionals they place, ensuring successful, long-term matches for clients across the nation.
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