Unclassified - Covina, CA

posted 2 months ago

Full-time - Mid Level
Covina, CA

About the position

Join a CPA firm that values you, your contribution of fresh ideas, and offers great growth potential. The partners believe in promoting from within, and a healthy work-life balance is important for success. We are a successful, growing medium-sized local firm with an opening for a senior accountant with 2-4 years of auditing and CPA firm experience. The candidate must have the ability to perform all stages of an audit, from planning through the preparation of the financial statements. Proficiency in Microsoft Office Suite, particularly strong Excel skills, is essential. Experience with Thomson Reuters Advance Flow and Engage enhancements, as well as nonprofit experience, is a plus. We are looking for a self-starter who wants to get involved in all phases of public accounting. We encourage client contact, so you need to be both technically skilled and possess excellent verbal, written, and interpersonal communication skills, with the ability to build and maintain proactive, professional relationships with clients and co-workers. You will need to be able to work independently and also be part of a team. Our clients span various industries, including manufacturing, real estate, service, mortgage brokers, low-income housing, nonprofit companies, and wholesale distribution. We also provide estate and trust planning and compliance services. The variety of our client base provides a broad range of experience for our staff. We do not departmentalize, so you will work on accounting, tax, and consulting engagements. We offer an engaging environment where all staff have their own offices and will frequently work with and train directly with partners, with the goal of growing into becoming a partner if desired. We are also a technically advanced firm with our systems in the cloud, offering our staff the flexibility to work remotely as needed. We provide excellent benefits, including medical, dental, vision, life, and disability insurance. We also have a 401(k) plan with an annual profit-sharing contribution, along with cafeteria benefits, paid time off, and regular bonus Fridays off during the summer. We pay for continuing education for licensed CPAs and provide in-house education.

Responsibilities

  • Perform all stages of an audit from planning through the preparation of financial statements.
  • Maintain proactive, professional relationships with clients and co-workers.
  • Work independently and as part of a team on various accounting, tax, and consulting engagements.
  • Engage in client contact and provide excellent customer service.
  • Utilize Microsoft Office Suite, particularly Excel, for audit tasks.
  • Assist in estate and trust planning and compliance services.

Requirements

  • 2-4 years of auditing experience in a CPA firm.
  • Proficiency in Microsoft Office Suite, especially Excel.
  • Strong verbal, written, and interpersonal communication skills.
  • Ability to work independently and as part of a team.
  • Experience with Thomson Reuters Advance Flow and Engage enhancements is a plus.

Nice-to-haves

  • Nonprofit experience is a plus.
  • Experience in various industries such as manufacturing, real estate, and service.

Benefits

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance
  • Continuing education credits
  • Disability insurance
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