Senior Accountant (CPA Firm)

Posted 21 Days Ago
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Walnut Creek, CA, USA
Hybrid
Senior level
HR Tech • Professional Services
The Role
Manage accounting for closely held businesses, including client assignments, compilations, reviews, financial statement preparation, and related projects. The role requires public accounting and tax knowledge, proficiency with CCH software, and strong communication skills. Candidates should be interested in mentoring and leading teams, with opportunities for career advancement in a hybrid environment.
Summary Generated by Built In
Company Description

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 Description

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.

Qualifications

  • 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

Additional Information

  • This company offers an excellent array of benefits, real long term stability and career progression. 
  • This is a hybrid role. 

Skills Required

  • At least 3 years of public accounting experience, including audit, compilation, or review work
  • Understanding of tax
  • Experience preparing reviewed and compiled financial statements
  • Experience working with mid-sized to large privately held businesses
  • Professional proficiency with CCH or comparable tax, audit, and accounting software
  • Excellent verbal and written communication skills
  • Bachelor’s degree, ideally in accounting or a related focus
  • Licensed CPA or EA, or actively pursuing certification
  • Interest in mentoring and leading growing teams
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The Company

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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