Description: About Us Debits still go on the left, but at LJB CPA, we believe accounting is about more than numbers. It's about enhancing the lives of our clients, team members, and by extension, the people who matter most to them. We provide tax, accounting, advisory, and consulting services that help our clients make confident decisions, navigate challenges, seize opportunities, and build stronger businesses. We're experiencing an exciting season of growth and are looking for people who are eager to learn, collaborate, and make a difference. We believe great client service starts with great people, and we're committed to creating opportunities for professional development, meaningful work, and long-term success. Position Summary We are seeking an experienced Tax Manager to join our team. This role oversees tax engagements from planning through completion, mentors staff accountants, manages client relationships, and contributes to the firm's billing and profitability goals. This is an in-office position based in our Dallas office. Key Responsibilities Manage and review individual, business, and/or fiduciary tax returns for accuracy and compliance Develop and implement tax planning strategies for clients Mentor, train, and supervise staff accountants and senior associates, providing feedback and supporting their professional growth Manage client relationships, serving as a primary point of contact for assigned accounts Prepare and manage client billing, including monitoring engagement budgets, realization, and timely invoicing Communicate with clients regarding tax notices, deadlines, and planning opportunities Stay current on federal, state, and local tax law changes Collaborate with partners and other managers on firm initiatives and workflow management What We Offer Competitive salary based on experience Work-life balance, including reasonable hours especially outside of peak tax season Health, dental, and vision insurance 401(k) with firm match Flexible time off CPE support / continuing education reimbursement Supportive, team-oriented office culture LJB CPA is an equal opportunity employer. Requirements: CPA license required (or actively pursuing CPA with relevant experience) 5+ years of progressive tax experience in public accounting Proven experience mentoring, training, or supervising staff Experience with client billing, engagement budgets, and realization management Strong knowledge of federal and state tax regulations Excellent communication and client relationship skills Proficiency with tax preparation, tax planning, and research software (e.g., Lacerte, CCH Axcess, Holistiplan) Must be authorized to work in the United States (we are unable to sponsor work visas for this position) PI02a6d21e87c5-8334
07/21/2026
Full time
Description: About Us Debits still go on the left, but at LJB CPA, we believe accounting is about more than numbers. It's about enhancing the lives of our clients, team members, and by extension, the people who matter most to them. We provide tax, accounting, advisory, and consulting services that help our clients make confident decisions, navigate challenges, seize opportunities, and build stronger businesses. We're experiencing an exciting season of growth and are looking for people who are eager to learn, collaborate, and make a difference. We believe great client service starts with great people, and we're committed to creating opportunities for professional development, meaningful work, and long-term success. Position Summary We are seeking an experienced Tax Manager to join our team. This role oversees tax engagements from planning through completion, mentors staff accountants, manages client relationships, and contributes to the firm's billing and profitability goals. This is an in-office position based in our Dallas office. Key Responsibilities Manage and review individual, business, and/or fiduciary tax returns for accuracy and compliance Develop and implement tax planning strategies for clients Mentor, train, and supervise staff accountants and senior associates, providing feedback and supporting their professional growth Manage client relationships, serving as a primary point of contact for assigned accounts Prepare and manage client billing, including monitoring engagement budgets, realization, and timely invoicing Communicate with clients regarding tax notices, deadlines, and planning opportunities Stay current on federal, state, and local tax law changes Collaborate with partners and other managers on firm initiatives and workflow management What We Offer Competitive salary based on experience Work-life balance, including reasonable hours especially outside of peak tax season Health, dental, and vision insurance 401(k) with firm match Flexible time off CPE support / continuing education reimbursement Supportive, team-oriented office culture LJB CPA is an equal opportunity employer. Requirements: CPA license required (or actively pursuing CPA with relevant experience) 5+ years of progressive tax experience in public accounting Proven experience mentoring, training, or supervising staff Experience with client billing, engagement budgets, and realization management Strong knowledge of federal and state tax regulations Excellent communication and client relationship skills Proficiency with tax preparation, tax planning, and research software (e.g., Lacerte, CCH Axcess, Holistiplan) Must be authorized to work in the United States (we are unable to sponsor work visas for this position) PI02a6d21e87c5-8334
Director, Insurance Accounting Insurance Controllership Corporate Finance Full-Time/Springfield, MA or Boston, MA The Opportunity As a Director within the Controllers Organization, you will play a key role in helping MassMutual continue its journey toward becoming a best-in-class finance organization. We are looking for a collaborative and forward-thinking accounting leader who brings curiosity, initiative, and a passion for continuous improvement. In this role, you will lead insurance accounting and controllership activities, providing meaningful financial insights, strengthening controls, and driving process improvements. You'll work alongside talented professionals across Finance, Investments, Reinsurance, Treasury, and Actuarial teams to deliver accurate financial reporting and support strategic business decisions. The Team The Insurance Controllership team is a highly visible group within Corporate Finance, comprised of talented professionals with diverse backgrounds and experiences. The team is responsible for monthly and quarterly financial close activities, general ledger oversight, management reporting, financial statements, and regulatory filings. We partner closely with business stakeholders to support new product launches, provide insight into financial results, and drive continuous process improvements. Our team is committed to delivering timely, accurate, and reliable financial information while fostering a collaborative, inclusive, and results-oriented culture. The Impact As Director, you will lead the Institutional Solutions Controllership team, overseeing insurance accounting, analysis, and financial reporting for MassMutual's insurance products. You will identify reporting risks and opportunities, provide strategic financial guidance, and help ensure strong governance and operational excellence across the accounting function. Key responsibilities include: Lead and develop a team of accounting professionals while overseeing work performed by outsourced partners and fostering a collaborative, inclusive culture. Ensure the accurate and timely completion of monthly, quarterly, and annual close processes for complex insurance accounting activities. Analyze financial results, identify key trends and drivers, and communicate insights clearly to leadership and business partners. Build strong partnerships with Treasury, Investment Accounting, Reinsurance Accounting, Reporting, Strategic Business Partners, and Corporate Actuarial teams to support business and reporting objectives. Present financial results and recommendations to senior leadership with confidence and clarity. Develop, document, and maintain a strong internal control framework, ensuring compliance with policies, procedures, and regulatory requirements. Monitor and oversee insurance accounting activities, including those performed by external service providers, to ensure effective control execution. Lead accounting research, policy implementation, and operational readiness for new Institutional Solutions products and insurance-related transactions. Partner with Accounting Policy and other teams to assess and implement new GAAP and statutory accounting guidance. Champion operational excellence, continuous improvement, and best practices across the controllership function. This role offers the opportunity to make a significant impact in a dynamic environment while partnering across the organization to enhance reporting quality, strengthen controls, and improve business outcomes. Minimum Qualifications Bachelor's degree 8+ years of progressive accounting experience within public accounting and/or a large, complex corporate environment. 3+ years of insurance accounting experience, including general ledger processing and month-end close activities. 3+ years of experience applying U.S. GAAP and statutory accounting principles. 3+ years of experience analyzing accounting data, interpreting financial results, and communicating insights to stakeholders. 2+ years of experience coaching and/or developing accountants and external consultants, either as a direct manager of people or as a project/team lead The Ideal Qualifications CPA, Master's degree, MBA, or equivalent NAIC statutory accounting experience Experience with Institutional solutions including, Pension Risk Transfer (PRT), Institutional Insurance and Funding Agreements Experience designing, executing, and documenting internal controls, including identifying and remediating control issues. Strong multitasking skills with the ability to adapt to change and manage competing priorities Ability to lead complex, long-term projects, take ownership, and drive them to successful completion Ability to perform independent research and serve as a key resource for resolving unique or complex business issues Experience driving finance transformation initiatives, continuous improvement, and operational efficiencies Excellent verbal and written communication skills, with the ability to present ideas clearly and persuasively to leadership, staff, and regulatory bodies Intellectual curiosity and a commitment to continuous learning and professional development What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship-supported by a company with a strong legacy and a future-focused mindset MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
07/21/2026
Full time
Director, Insurance Accounting Insurance Controllership Corporate Finance Full-Time/Springfield, MA or Boston, MA The Opportunity As a Director within the Controllers Organization, you will play a key role in helping MassMutual continue its journey toward becoming a best-in-class finance organization. We are looking for a collaborative and forward-thinking accounting leader who brings curiosity, initiative, and a passion for continuous improvement. In this role, you will lead insurance accounting and controllership activities, providing meaningful financial insights, strengthening controls, and driving process improvements. You'll work alongside talented professionals across Finance, Investments, Reinsurance, Treasury, and Actuarial teams to deliver accurate financial reporting and support strategic business decisions. The Team The Insurance Controllership team is a highly visible group within Corporate Finance, comprised of talented professionals with diverse backgrounds and experiences. The team is responsible for monthly and quarterly financial close activities, general ledger oversight, management reporting, financial statements, and regulatory filings. We partner closely with business stakeholders to support new product launches, provide insight into financial results, and drive continuous process improvements. Our team is committed to delivering timely, accurate, and reliable financial information while fostering a collaborative, inclusive, and results-oriented culture. The Impact As Director, you will lead the Institutional Solutions Controllership team, overseeing insurance accounting, analysis, and financial reporting for MassMutual's insurance products. You will identify reporting risks and opportunities, provide strategic financial guidance, and help ensure strong governance and operational excellence across the accounting function. Key responsibilities include: Lead and develop a team of accounting professionals while overseeing work performed by outsourced partners and fostering a collaborative, inclusive culture. Ensure the accurate and timely completion of monthly, quarterly, and annual close processes for complex insurance accounting activities. Analyze financial results, identify key trends and drivers, and communicate insights clearly to leadership and business partners. Build strong partnerships with Treasury, Investment Accounting, Reinsurance Accounting, Reporting, Strategic Business Partners, and Corporate Actuarial teams to support business and reporting objectives. Present financial results and recommendations to senior leadership with confidence and clarity. Develop, document, and maintain a strong internal control framework, ensuring compliance with policies, procedures, and regulatory requirements. Monitor and oversee insurance accounting activities, including those performed by external service providers, to ensure effective control execution. Lead accounting research, policy implementation, and operational readiness for new Institutional Solutions products and insurance-related transactions. Partner with Accounting Policy and other teams to assess and implement new GAAP and statutory accounting guidance. Champion operational excellence, continuous improvement, and best practices across the controllership function. This role offers the opportunity to make a significant impact in a dynamic environment while partnering across the organization to enhance reporting quality, strengthen controls, and improve business outcomes. Minimum Qualifications Bachelor's degree 8+ years of progressive accounting experience within public accounting and/or a large, complex corporate environment. 3+ years of insurance accounting experience, including general ledger processing and month-end close activities. 3+ years of experience applying U.S. GAAP and statutory accounting principles. 3+ years of experience analyzing accounting data, interpreting financial results, and communicating insights to stakeholders. 2+ years of experience coaching and/or developing accountants and external consultants, either as a direct manager of people or as a project/team lead The Ideal Qualifications CPA, Master's degree, MBA, or equivalent NAIC statutory accounting experience Experience with Institutional solutions including, Pension Risk Transfer (PRT), Institutional Insurance and Funding Agreements Experience designing, executing, and documenting internal controls, including identifying and remediating control issues. Strong multitasking skills with the ability to adapt to change and manage competing priorities Ability to lead complex, long-term projects, take ownership, and drive them to successful completion Ability to perform independent research and serve as a key resource for resolving unique or complex business issues Experience driving finance transformation initiatives, continuous improvement, and operational efficiencies Excellent verbal and written communication skills, with the ability to present ideas clearly and persuasively to leadership, staff, and regulatory bodies Intellectual curiosity and a commitment to continuous learning and professional development What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship-supported by a company with a strong legacy and a future-focused mindset MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
Description: Description Are you a detail-oriented accounting professional who takes pride in accuracy and financial integrity? Do you enjoy analyzing data, solving problems, and contributing to operational excellence? At Mate Precision Technologies, we Respect, Support, and Inspire metalworking professionals worldwide-and we're looking for a Staff Accountant to join our team. In this role, you will support Mate's financial operations through accurate and timely accounting practices. You'll be responsible for financial analysis, general accounting activities, and credit and collections management to help ensure fiscal responsibility and informed business decision-making. If you're motivated by precision, collaboration, and continuous improvement, this is an excellent opportunity to grow your accounting career with a company that values both performance and people. What You'll Do As a Staff Accountant, you will: Financial Analysis Analyze monthly financial results compared to budget and prior periods. Identify and explain variances in revenue, expenses, and margins. Monitor cost trends and investigate unusual fluctuations. Assist with annual budget preparation and ongoing forecasts. Support rolling forecast updates and ad hoc financial projects. General Accounting Assist with the month-end close process, including preparation and posting of journal entries. Reconcile general ledger accounts to ensure accuracy and policy compliance. Manage fixed asset accounting using established software systems. Record and analyze payroll data for accuracy and consistency. Calculate and process sales commissions based on established procedures. Cross-train to provide backup support within the accounting department. Credit & Collections Review and manage customer credit decisions within established standards. Monitor open accounts and proactively address potential collection concerns. Conduct professional collection calls and document customer communications. Maintain accurate customer credit and collection records. Escalate accounts as appropriate and collaborate with leadership when needed. Team & Company Values Demonstrate Respect by treating others with professionalism and valuing diverse perspectives. Show Support through collaboration and knowledge sharing across departments. Inspire continuous improvement with a proactive, solutions-focused mindset. Maintain confidentiality and integrity in handling financial information. Perform additional duties as assigned to support company objectives. Why Mate? See what our employees say about working here! Requirements: Requirements What You'll Bring Bachelor's degree in Accounting required. Strong understanding of accounting principles and financial analysis. High attention to detail and strong organizational skills. Proficiency with Microsoft Office applications, particularly Excel. Ability to calculate discounts, interest, commissions, and percentages accurately. Strong written and verbal communication skills in English. Ability to work independently while collaborating in a team environment. Customer-focused, accountable, and adaptable mindset. Why You'll Love Working at Mate Competitive compensation of $85,000 - $100,000 based on experience. Stable, full-time schedule (Monday-Friday). Comprehensive Benefits: Medical, Dental, Vision, Life Insurance, Short- & Long-Term Disability, PTO, Paid Holidays, and more. 401(k) with employer match and profit-sharing plan. Tuition Reimbursement and professional development opportunities. Collaborative environment focused on precision, innovation, and integrity. About Mate Precision Technologies Headquartered in Anoka, Minnesota, Mate Precision Technologies is a global leader in metalworking solutions, serving customers in more than 85 countries. Since 1962, we've built our reputation on precision, integrity, and partnership-empowering our employees and customers to achieve more. Ready to bring your financial expertise to a company that values accuracy, growth, and teamwork? Apply today to become our next Staff Accountant at Mate Precision Technologies. Compensation details: 00 Yearly Salary PIfb12e46e41a2-8764
07/21/2026
Full time
Description: Description Are you a detail-oriented accounting professional who takes pride in accuracy and financial integrity? Do you enjoy analyzing data, solving problems, and contributing to operational excellence? At Mate Precision Technologies, we Respect, Support, and Inspire metalworking professionals worldwide-and we're looking for a Staff Accountant to join our team. In this role, you will support Mate's financial operations through accurate and timely accounting practices. You'll be responsible for financial analysis, general accounting activities, and credit and collections management to help ensure fiscal responsibility and informed business decision-making. If you're motivated by precision, collaboration, and continuous improvement, this is an excellent opportunity to grow your accounting career with a company that values both performance and people. What You'll Do As a Staff Accountant, you will: Financial Analysis Analyze monthly financial results compared to budget and prior periods. Identify and explain variances in revenue, expenses, and margins. Monitor cost trends and investigate unusual fluctuations. Assist with annual budget preparation and ongoing forecasts. Support rolling forecast updates and ad hoc financial projects. General Accounting Assist with the month-end close process, including preparation and posting of journal entries. Reconcile general ledger accounts to ensure accuracy and policy compliance. Manage fixed asset accounting using established software systems. Record and analyze payroll data for accuracy and consistency. Calculate and process sales commissions based on established procedures. Cross-train to provide backup support within the accounting department. Credit & Collections Review and manage customer credit decisions within established standards. Monitor open accounts and proactively address potential collection concerns. Conduct professional collection calls and document customer communications. Maintain accurate customer credit and collection records. Escalate accounts as appropriate and collaborate with leadership when needed. Team & Company Values Demonstrate Respect by treating others with professionalism and valuing diverse perspectives. Show Support through collaboration and knowledge sharing across departments. Inspire continuous improvement with a proactive, solutions-focused mindset. Maintain confidentiality and integrity in handling financial information. Perform additional duties as assigned to support company objectives. Why Mate? See what our employees say about working here! Requirements: Requirements What You'll Bring Bachelor's degree in Accounting required. Strong understanding of accounting principles and financial analysis. High attention to detail and strong organizational skills. Proficiency with Microsoft Office applications, particularly Excel. Ability to calculate discounts, interest, commissions, and percentages accurately. Strong written and verbal communication skills in English. Ability to work independently while collaborating in a team environment. Customer-focused, accountable, and adaptable mindset. Why You'll Love Working at Mate Competitive compensation of $85,000 - $100,000 based on experience. Stable, full-time schedule (Monday-Friday). Comprehensive Benefits: Medical, Dental, Vision, Life Insurance, Short- & Long-Term Disability, PTO, Paid Holidays, and more. 401(k) with employer match and profit-sharing plan. Tuition Reimbursement and professional development opportunities. Collaborative environment focused on precision, innovation, and integrity. About Mate Precision Technologies Headquartered in Anoka, Minnesota, Mate Precision Technologies is a global leader in metalworking solutions, serving customers in more than 85 countries. Since 1962, we've built our reputation on precision, integrity, and partnership-empowering our employees and customers to achieve more. Ready to bring your financial expertise to a company that values accuracy, growth, and teamwork? Apply today to become our next Staff Accountant at Mate Precision Technologies. Compensation details: 00 Yearly Salary PIfb12e46e41a2-8764
Staff Accountant - Corporate POSITION SUMMARY This position provides accounting and administrative support for the Plant and Live Operations. ESSENTIAL FUNCTIONS - Duties & Responsibilities: Live Accounting Assist with the weekly live estimate cost calculations. Assist with all month end closing procedures. Prepare and post month end journal entries. Assist with weekly grower settlements. Weekly and month end inventory reconciliations. Review lab results when they are emailed in, save them in respected electronic files, email them out to Grow out Team. Verify and save Diagnostic results from Virginia and PA State Labs Ensure the pre-slaughter and pre-movement results are within the 14 -day window and verify data on the reports for accuracy. First week mortalities sent to hatcheries for the first seven-day reporting. Schedule farm deliveries for Boric and water sanitation. Create purchase orders for non-inventory items, receive in MTech, process invoices and charge products to the flock. Enter Organic Feed deliveries into MTech as Product Usage Update Brood mortality until movement in MTech. Keying 5-week Bird weights in MTech. Verifying, entering and posting Flock Mortality in MTech and Excel spreadsheets. Calculate and report Flock Mortality adjustments to Live, Accounting and Poult supplier. Poult adjustments for mortality. Maintaining information from the brood to the finish. Poult invoices. Plant Accounting Bank Reporting, Sales Invoice Processing, Lockbox Processing, Preparation of Bank Debits for A/P Keying & Scanning. Document Intercompany Banking & Invoicing Transactions Prepare Misc. Invoices (Poults, Feed, Offal/Rendering, Truck Wash) Prepare All Misc. Cash & Check Receipts (Employee Sales, Insurance Premiums, etc.) & Post to the Ledger Reconcile F/G & WIP Inventories to the Dynamics Inventory Sub-Ledger & Publish Reports to Management Prepare Trade References as Requested Complete Bank Reconciliations for All Companies Weekly Keyfactor Reconcile & Reporting Plant and Growout Update & Distribute Op. Review Graphical Decks Month End Closing Procedures Keying and Posting Journal Entries Reconciling Inventory Additional Back up other positions as needed. POSITION QUALIFICATIONS Competencies Accountability - Ability to accept responsibility and account for own actions. Accuracy - Ability to perform work accurately and thoroughly. Communication, Oral - Ability to communicate effectively with others using the spoken word. Detail Oriented - Ability to pay attention to the minute details of a project or task. Organized - Possessing the trait of being organized or following a systematic method of performing a task. Time Management - Ability to utilize the available time to organize and complete work within given deadlines. Regular and punctual employee presence is required for this job. Education: Associates Degree or Bachelor's Degree in Related Field. Bachelor's Degree preferred. Experience: Minimum one to two years related experience. Work Environment: Climate Controlled Office Environment. Computer Skills Microsoft Office Applications - a strong emphasis on Excel, Word and Outlook. Proficiency with 10 key typing. Experience with ERP Systems. Dynamics GP and M-tech Experience a plus. PI929e3cf7fbb9-7515
07/21/2026
Full time
Staff Accountant - Corporate POSITION SUMMARY This position provides accounting and administrative support for the Plant and Live Operations. ESSENTIAL FUNCTIONS - Duties & Responsibilities: Live Accounting Assist with the weekly live estimate cost calculations. Assist with all month end closing procedures. Prepare and post month end journal entries. Assist with weekly grower settlements. Weekly and month end inventory reconciliations. Review lab results when they are emailed in, save them in respected electronic files, email them out to Grow out Team. Verify and save Diagnostic results from Virginia and PA State Labs Ensure the pre-slaughter and pre-movement results are within the 14 -day window and verify data on the reports for accuracy. First week mortalities sent to hatcheries for the first seven-day reporting. Schedule farm deliveries for Boric and water sanitation. Create purchase orders for non-inventory items, receive in MTech, process invoices and charge products to the flock. Enter Organic Feed deliveries into MTech as Product Usage Update Brood mortality until movement in MTech. Keying 5-week Bird weights in MTech. Verifying, entering and posting Flock Mortality in MTech and Excel spreadsheets. Calculate and report Flock Mortality adjustments to Live, Accounting and Poult supplier. Poult adjustments for mortality. Maintaining information from the brood to the finish. Poult invoices. Plant Accounting Bank Reporting, Sales Invoice Processing, Lockbox Processing, Preparation of Bank Debits for A/P Keying & Scanning. Document Intercompany Banking & Invoicing Transactions Prepare Misc. Invoices (Poults, Feed, Offal/Rendering, Truck Wash) Prepare All Misc. Cash & Check Receipts (Employee Sales, Insurance Premiums, etc.) & Post to the Ledger Reconcile F/G & WIP Inventories to the Dynamics Inventory Sub-Ledger & Publish Reports to Management Prepare Trade References as Requested Complete Bank Reconciliations for All Companies Weekly Keyfactor Reconcile & Reporting Plant and Growout Update & Distribute Op. Review Graphical Decks Month End Closing Procedures Keying and Posting Journal Entries Reconciling Inventory Additional Back up other positions as needed. POSITION QUALIFICATIONS Competencies Accountability - Ability to accept responsibility and account for own actions. Accuracy - Ability to perform work accurately and thoroughly. Communication, Oral - Ability to communicate effectively with others using the spoken word. Detail Oriented - Ability to pay attention to the minute details of a project or task. Organized - Possessing the trait of being organized or following a systematic method of performing a task. Time Management - Ability to utilize the available time to organize and complete work within given deadlines. Regular and punctual employee presence is required for this job. Education: Associates Degree or Bachelor's Degree in Related Field. Bachelor's Degree preferred. Experience: Minimum one to two years related experience. Work Environment: Climate Controlled Office Environment. Computer Skills Microsoft Office Applications - a strong emphasis on Excel, Word and Outlook. Proficiency with 10 key typing. Experience with ERP Systems. Dynamics GP and M-tech Experience a plus. PI929e3cf7fbb9-7515
Director, Insurance Accounting Insurance Controllership Corporate Finance Full-Time/Springfield, MA or Boston, MA The Opportunity As a Director within the Controllers Organization, you will play a key role in helping MassMutual continue its journey toward becoming a best-in-class finance organization. We are looking for a collaborative and forward-thinking accounting leader who brings curiosity, initiative, and a passion for continuous improvement. In this role, you will lead insurance accounting and controllership activities, providing meaningful financial insights, strengthening controls, and driving process improvements. You'll work alongside talented professionals across Finance, Investments, Reinsurance, Treasury, and Actuarial teams to deliver accurate financial reporting and support strategic business decisions. The Team The Insurance Controllership team is a highly visible group within Corporate Finance, comprised of talented professionals with diverse backgrounds and experiences. The team is responsible for monthly and quarterly financial close activities, general ledger oversight, management reporting, financial statements, and regulatory filings. We partner closely with business stakeholders to support new product launches, provide insight into financial results, and drive continuous process improvements. Our team is committed to delivering timely, accurate, and reliable financial information while fostering a collaborative, inclusive, and results-oriented culture. The Impact As Director, you will lead the Institutional Solutions Controllership team, overseeing insurance accounting, analysis, and financial reporting for MassMutual's insurance products. You will identify reporting risks and opportunities, provide strategic financial guidance, and help ensure strong governance and operational excellence across the accounting function. Key responsibilities include: Lead and develop a team of accounting professionals while overseeing work performed by outsourced partners and fostering a collaborative, inclusive culture. Ensure the accurate and timely completion of monthly, quarterly, and annual close processes for complex insurance accounting activities. Analyze financial results, identify key trends and drivers, and communicate insights clearly to leadership and business partners. Build strong partnerships with Treasury, Investment Accounting, Reinsurance Accounting, Reporting, Strategic Business Partners, and Corporate Actuarial teams to support business and reporting objectives. Present financial results and recommendations to senior leadership with confidence and clarity. Develop, document, and maintain a strong internal control framework, ensuring compliance with policies, procedures, and regulatory requirements. Monitor and oversee insurance accounting activities, including those performed by external service providers, to ensure effective control execution. Lead accounting research, policy implementation, and operational readiness for new Institutional Solutions products and insurance-related transactions. Partner with Accounting Policy and other teams to assess and implement new GAAP and statutory accounting guidance. Champion operational excellence, continuous improvement, and best practices across the controllership function. This role offers the opportunity to make a significant impact in a dynamic environment while partnering across the organization to enhance reporting quality, strengthen controls, and improve business outcomes. Minimum Qualifications Bachelor's degree 8+ years of progressive accounting experience within public accounting and/or a large, complex corporate environment. 3+ years of insurance accounting experience, including general ledger processing and month-end close activities. 3+ years of experience applying U.S. GAAP and statutory accounting principles. 3+ years of experience analyzing accounting data, interpreting financial results, and communicating insights to stakeholders. 2+ years of experience coaching and/or developing accountants and external consultants, either as a direct manager of people or as a project/team lead The Ideal Qualifications CPA, Master's degree, MBA, or equivalent NAIC statutory accounting experience Experience with Institutional solutions including, Pension Risk Transfer (PRT), Institutional Insurance and Funding Agreements Experience designing, executing, and documenting internal controls, including identifying and remediating control issues. Strong multitasking skills with the ability to adapt to change and manage competing priorities Ability to lead complex, long-term projects, take ownership, and drive them to successful completion Ability to perform independent research and serve as a key resource for resolving unique or complex business issues Experience driving finance transformation initiatives, continuous improvement, and operational efficiencies Excellent verbal and written communication skills, with the ability to present ideas clearly and persuasively to leadership, staff, and regulatory bodies Intellectual curiosity and a commitment to continuous learning and professional development What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship-supported by a company with a strong legacy and a future-focused mindset MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
07/21/2026
Full time
Director, Insurance Accounting Insurance Controllership Corporate Finance Full-Time/Springfield, MA or Boston, MA The Opportunity As a Director within the Controllers Organization, you will play a key role in helping MassMutual continue its journey toward becoming a best-in-class finance organization. We are looking for a collaborative and forward-thinking accounting leader who brings curiosity, initiative, and a passion for continuous improvement. In this role, you will lead insurance accounting and controllership activities, providing meaningful financial insights, strengthening controls, and driving process improvements. You'll work alongside talented professionals across Finance, Investments, Reinsurance, Treasury, and Actuarial teams to deliver accurate financial reporting and support strategic business decisions. The Team The Insurance Controllership team is a highly visible group within Corporate Finance, comprised of talented professionals with diverse backgrounds and experiences. The team is responsible for monthly and quarterly financial close activities, general ledger oversight, management reporting, financial statements, and regulatory filings. We partner closely with business stakeholders to support new product launches, provide insight into financial results, and drive continuous process improvements. Our team is committed to delivering timely, accurate, and reliable financial information while fostering a collaborative, inclusive, and results-oriented culture. The Impact As Director, you will lead the Institutional Solutions Controllership team, overseeing insurance accounting, analysis, and financial reporting for MassMutual's insurance products. You will identify reporting risks and opportunities, provide strategic financial guidance, and help ensure strong governance and operational excellence across the accounting function. Key responsibilities include: Lead and develop a team of accounting professionals while overseeing work performed by outsourced partners and fostering a collaborative, inclusive culture. Ensure the accurate and timely completion of monthly, quarterly, and annual close processes for complex insurance accounting activities. Analyze financial results, identify key trends and drivers, and communicate insights clearly to leadership and business partners. Build strong partnerships with Treasury, Investment Accounting, Reinsurance Accounting, Reporting, Strategic Business Partners, and Corporate Actuarial teams to support business and reporting objectives. Present financial results and recommendations to senior leadership with confidence and clarity. Develop, document, and maintain a strong internal control framework, ensuring compliance with policies, procedures, and regulatory requirements. Monitor and oversee insurance accounting activities, including those performed by external service providers, to ensure effective control execution. Lead accounting research, policy implementation, and operational readiness for new Institutional Solutions products and insurance-related transactions. Partner with Accounting Policy and other teams to assess and implement new GAAP and statutory accounting guidance. Champion operational excellence, continuous improvement, and best practices across the controllership function. This role offers the opportunity to make a significant impact in a dynamic environment while partnering across the organization to enhance reporting quality, strengthen controls, and improve business outcomes. Minimum Qualifications Bachelor's degree 8+ years of progressive accounting experience within public accounting and/or a large, complex corporate environment. 3+ years of insurance accounting experience, including general ledger processing and month-end close activities. 3+ years of experience applying U.S. GAAP and statutory accounting principles. 3+ years of experience analyzing accounting data, interpreting financial results, and communicating insights to stakeholders. 2+ years of experience coaching and/or developing accountants and external consultants, either as a direct manager of people or as a project/team lead The Ideal Qualifications CPA, Master's degree, MBA, or equivalent NAIC statutory accounting experience Experience with Institutional solutions including, Pension Risk Transfer (PRT), Institutional Insurance and Funding Agreements Experience designing, executing, and documenting internal controls, including identifying and remediating control issues. Strong multitasking skills with the ability to adapt to change and manage competing priorities Ability to lead complex, long-term projects, take ownership, and drive them to successful completion Ability to perform independent research and serve as a key resource for resolving unique or complex business issues Experience driving finance transformation initiatives, continuous improvement, and operational efficiencies Excellent verbal and written communication skills, with the ability to present ideas clearly and persuasively to leadership, staff, and regulatory bodies Intellectual curiosity and a commitment to continuous learning and professional development What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship-supported by a company with a strong legacy and a future-focused mindset MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
Estate Planning Associate Attorney LOCATION: Work between Minneapolis and St. Michael, MN offices (Hybrid position) POSITION DETAILS WE ARE GROWING! We are looking for an Associate to join our firm to help support our seasoned Estate Planning Attorneys. We are seeking an experienced and client-focused Estate Planning Attorney to join our growing legal team. The ideal candidate will advise individuals, families, and business owners on a wide range of estate planning matters, including wills, trusts, probate avoidance strategies, asset protection, business succession planning, and tax-efficient wealth transfer strategies. This position requires strong legal drafting skills, attention to detail, and the ability to build trusted relationships with clients. Essential Functions and Duties: Meet with clients to assess estate planning needs and develop customized estate plans. Draft and review estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, health care directives, and related documents. Advise clients on estate, gift, and generation-skipping transfer tax considerations. Develop asset protection and wealth preservation strategies. Assist business owners with succession planning and ownership transition matters. Counsel fiduciaries, trustees, personal representatives, and beneficiaries regarding estate and trust administration. Collaborate with financial advisors, accountants, insurance professionals, and other advisors to implement client objectives. Conduct legal research and remain current on changes in estate planning, tax, trust, and probate laws. Maintain accurate case files and documentation in accordance with firm policies. Participate in business development, networking, community involvement, and client relationship-building activities. Manage probate and estate administration matters from initial intake meeting to final distribution of the estate. Education and Licensure Juris Doctor (J.D.) degree from an accredited law school. Licensed and in good standing to practice law in the applicable jurisdiction. Experience 3+ years of experience practicing estate planning, trust and estate administration, or a related area of law preferred. Experience drafting sophisticated estate planning documents and advising high-net-worth individuals is a plus. Knowledge, Skills, and Abilities Strong knowledge of estate planning, trust administration, probate, and tax planning principles. Excellent legal writing, drafting, and analytical skills. Strong interpersonal and client counseling abilities. Ability to explain complex legal concepts in a clear and practical manner. Exceptional organizational and time management skills. Ability to work independently while collaborating effectively with attorneys and staff. Proficiency with legal research tools and document management systems. Preferred Qualifications Experience with advanced estate planning techniques, including irrevocable trusts, charitable planning, special needs trusts, and business succession planning. Existing referral relationships or demonstrated business development experience. LL.M. in Taxation or Estate Planning (preferred but not required). Compensation and Bonus Information Base compensation will vary based on level of experience. Associate compensation range $95,000-$120,000. Associate Attorneys are also eligible for monthly source and annual discretionary bonus incentives based on performance. Benefits Medical, Dental, & Vision Insurance HSA & FSA Accounts Employer Contribution to HSA if enrolled in High-Deductible Health Insurance plan. 401K, with 4% company contribution (after completion of 1 year of service) Paid time off Paid company holidays Company Paid Basic Life Insurance Employee Assistance Program Annual Marketing & Business Development budget Bar license and CLE reimbursements Cell phone reimbursement Gym reimbursement Hybrid Remote Schedule We conduct criminal background checks on all individuals offered employment. Applicants with a disability that need an accommodation, please contact Human Resources at or email . Messerli Kramer is fully committed to equal opportunity in all aspects of employment. It is the policy of Messerli Kramer to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, national or ethnic origin, military status, veteran status, age, gender, gender identity or expression, sexual orientation, genetic orientation, physical or mental disability or any other protected status. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Work Environment and Physical Demands: This job operates in a professional office environment. While performing the responsibilities of the position, these work environment characteristics are representative of the environment the person in this position will encounter. While performing the duties of this job, the employee will work in a professional, fast-paced office environment that may require additional hours to complete work. The physical demands are representative of the physical requirements necessary for an employee to successfully perform the essential functions of the position. If an employee is unable to perform the essential functions of the position, Messerli Kramer will evaluate whether a reasonable accommodation can be made to enable the employee to perform the described essential functions of the position. Due to the nature of this office position, while performing the responsibilities of the position, the employee is required to talk and hear. The employee is often required to sit and use their hands and fingers, to manage or feel. The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl. The employee must regularly lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds. Vision abilities required by the job include close vision. PI6677b28631d2-0608
07/21/2026
Full time
Estate Planning Associate Attorney LOCATION: Work between Minneapolis and St. Michael, MN offices (Hybrid position) POSITION DETAILS WE ARE GROWING! We are looking for an Associate to join our firm to help support our seasoned Estate Planning Attorneys. We are seeking an experienced and client-focused Estate Planning Attorney to join our growing legal team. The ideal candidate will advise individuals, families, and business owners on a wide range of estate planning matters, including wills, trusts, probate avoidance strategies, asset protection, business succession planning, and tax-efficient wealth transfer strategies. This position requires strong legal drafting skills, attention to detail, and the ability to build trusted relationships with clients. Essential Functions and Duties: Meet with clients to assess estate planning needs and develop customized estate plans. Draft and review estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, health care directives, and related documents. Advise clients on estate, gift, and generation-skipping transfer tax considerations. Develop asset protection and wealth preservation strategies. Assist business owners with succession planning and ownership transition matters. Counsel fiduciaries, trustees, personal representatives, and beneficiaries regarding estate and trust administration. Collaborate with financial advisors, accountants, insurance professionals, and other advisors to implement client objectives. Conduct legal research and remain current on changes in estate planning, tax, trust, and probate laws. Maintain accurate case files and documentation in accordance with firm policies. Participate in business development, networking, community involvement, and client relationship-building activities. Manage probate and estate administration matters from initial intake meeting to final distribution of the estate. Education and Licensure Juris Doctor (J.D.) degree from an accredited law school. Licensed and in good standing to practice law in the applicable jurisdiction. Experience 3+ years of experience practicing estate planning, trust and estate administration, or a related area of law preferred. Experience drafting sophisticated estate planning documents and advising high-net-worth individuals is a plus. Knowledge, Skills, and Abilities Strong knowledge of estate planning, trust administration, probate, and tax planning principles. Excellent legal writing, drafting, and analytical skills. Strong interpersonal and client counseling abilities. Ability to explain complex legal concepts in a clear and practical manner. Exceptional organizational and time management skills. Ability to work independently while collaborating effectively with attorneys and staff. Proficiency with legal research tools and document management systems. Preferred Qualifications Experience with advanced estate planning techniques, including irrevocable trusts, charitable planning, special needs trusts, and business succession planning. Existing referral relationships or demonstrated business development experience. LL.M. in Taxation or Estate Planning (preferred but not required). Compensation and Bonus Information Base compensation will vary based on level of experience. Associate compensation range $95,000-$120,000. Associate Attorneys are also eligible for monthly source and annual discretionary bonus incentives based on performance. Benefits Medical, Dental, & Vision Insurance HSA & FSA Accounts Employer Contribution to HSA if enrolled in High-Deductible Health Insurance plan. 401K, with 4% company contribution (after completion of 1 year of service) Paid time off Paid company holidays Company Paid Basic Life Insurance Employee Assistance Program Annual Marketing & Business Development budget Bar license and CLE reimbursements Cell phone reimbursement Gym reimbursement Hybrid Remote Schedule We conduct criminal background checks on all individuals offered employment. Applicants with a disability that need an accommodation, please contact Human Resources at or email . Messerli Kramer is fully committed to equal opportunity in all aspects of employment. It is the policy of Messerli Kramer to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, national or ethnic origin, military status, veteran status, age, gender, gender identity or expression, sexual orientation, genetic orientation, physical or mental disability or any other protected status. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Work Environment and Physical Demands: This job operates in a professional office environment. While performing the responsibilities of the position, these work environment characteristics are representative of the environment the person in this position will encounter. While performing the duties of this job, the employee will work in a professional, fast-paced office environment that may require additional hours to complete work. The physical demands are representative of the physical requirements necessary for an employee to successfully perform the essential functions of the position. If an employee is unable to perform the essential functions of the position, Messerli Kramer will evaluate whether a reasonable accommodation can be made to enable the employee to perform the described essential functions of the position. Due to the nature of this office position, while performing the responsibilities of the position, the employee is required to talk and hear. The employee is often required to sit and use their hands and fingers, to manage or feel. The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl. The employee must regularly lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds. Vision abilities required by the job include close vision. PI6677b28631d2-0608
Tax Manager/Senior Manager The Tax Manager/Senior Manager will be responsible for leading complex tax engagements and managing workflows and deliverables. The Tax Manager is expected to communicate effectively both orally and in written form and be a licensed CPA. The Tax Manager/Senior Manager will oversee the preparation of complex tax returns and provide tax research and planning services to clients. The Tax Manager will work with others cooperatively and with respect, accept responsibility for their work and their actions and demonstrate full knowledge and understanding of procedures and programs essential to client service within the Tax department. This position will be based out of our Grand Rapids office. Hybrid work schedule is available. Essential Functions: Conduct and supervise larger engagements. Complete financial statements, tax returns and special services within your area of expertise. Review reports, statements and returns processed by administrative staff. Review work papers, financial statements and tax returns before submission to Senior Manager or Principal for further review. Plan engagements to achieve quality goals and reduce time required to perform an engagement. Begin an active practice development program and look for opportunities to provide additional services to clients. Education, Experience, and Skills Required: Bachelor's degree in accounting or business administration. Licensed Certified Public Accountant Minimum 4-7 years of Tax experience Working knowledge of manual and automated accounting systems. Well-developed financial analysis capabilities. Excellent interpersonal skills: ability to get along well with diverse personalities, tactful, mature, and flexible. Compensation details: 00 Hourly Wage PI8ed9e1a7ec3d-0387
07/21/2026
Full time
Tax Manager/Senior Manager The Tax Manager/Senior Manager will be responsible for leading complex tax engagements and managing workflows and deliverables. The Tax Manager is expected to communicate effectively both orally and in written form and be a licensed CPA. The Tax Manager/Senior Manager will oversee the preparation of complex tax returns and provide tax research and planning services to clients. The Tax Manager will work with others cooperatively and with respect, accept responsibility for their work and their actions and demonstrate full knowledge and understanding of procedures and programs essential to client service within the Tax department. This position will be based out of our Grand Rapids office. Hybrid work schedule is available. Essential Functions: Conduct and supervise larger engagements. Complete financial statements, tax returns and special services within your area of expertise. Review reports, statements and returns processed by administrative staff. Review work papers, financial statements and tax returns before submission to Senior Manager or Principal for further review. Plan engagements to achieve quality goals and reduce time required to perform an engagement. Begin an active practice development program and look for opportunities to provide additional services to clients. Education, Experience, and Skills Required: Bachelor's degree in accounting or business administration. Licensed Certified Public Accountant Minimum 4-7 years of Tax experience Working knowledge of manual and automated accounting systems. Well-developed financial analysis capabilities. Excellent interpersonal skills: ability to get along well with diverse personalities, tactful, mature, and flexible. Compensation details: 00 Hourly Wage PI8ed9e1a7ec3d-0387
Astrophysics Inc. is a global leader in X-Ray security inspection systems, dedicated since 2002 to making the world safer through advanced screening technology. Our systems protect critical infrastructure in over 150 countries, serving airports, government buildings, military bases, and more. We are a fast-growing, dynamic company seeking a Senior Staff Accountant to join our headquarters in City of Industry, CA . Job Summary: The Senior Staff Accountant is responsible for overseeing key accounting functions, including account reconciliations, fixed assets, inventory accounting, and financial reporting. They coordinate the monthly close process and support audits, budgeting, and process improvements to ensure accurate and timely financial information. Essential Functions: Coordinate and complete monthly, quarterly, and year-end close processes, ensuring deadlines are met and financial information is accurate, complete, and timely. Prepare, review, and maintain monthly balance sheet account reconciliations, including intercompany accounts, researching and resolving reconciling items in a timely manner. Prepare and record complex journal entries and assist in the preparation of monthly, quarterly, and annual financial statements in accordance with U.S. GAAP. Oversee and support the daily accounting functions of Accounts Payable, Accounts Receivable, and Staff Accountant activities to ensure accuracy, efficiency, and compliance with established policies and procedures. Administer fixed asset accounting, including additions, disposals, depreciation, amortization, and the implementation and maintenance of effective internal controls over fixed assets. Maintain inventory standard costs, review inventory adjustment accounts, coordinate cycle count and physical inventory activities with Operations, and analyze inventory variances for appropriate resolution. Prepare financial reports, dashboards, and supporting schedules for management while assisting with budgeting, forecasting, and financial analysis. Support internal, external, and tax audits by preparing required schedules, providing supporting documentation, and responding to audit inquiries. Special projects and assignments as directed by the Controller. Comply at all times with Astrophysics' security policy including protecting confidential information, reporting any actions that conflict with that policy and informing management of any unusual activity or behavior. Education and Experience: 3-5 years of accounting experience Bachelor's degree in Accounting, Finance or Business Administration Strong attention to detail and ability to research discrepancies and solve problems Exceptional with Excel and other MS Office skills (Outlook, Work, PowerPoint) Experience with ERP systems Knowledge of US GAAP and IFRS Ability to multi-task and meet deadlines Strong interpersonal skills with the ability to use tact and diplomacy with other departments International accounting exposure and IT knowledge a plus Excellent verbal and written communication Position Type/Expected Hours of Work: Exempt Full-Time Hours: 8am - 5pm (Hours subject to change depending on the needs of the business) Benefits & Perks: Excellent medical, dental and vision benefits 401K plan with 4% employer match 11 paid holidays, 10 PTO days Free donuts on Fridays, company luncheons and year end party! Be part of a meaningful security mission with opportunities for personal and professional growth and development. Join our Astrophysics family today! Equal Opportunity Employer Astrophysics Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability. For accommodation requests, please contact Human Resources at . Compensation details: 0 Yearly Salary PI978b2f8f2a67-5970
07/20/2026
Full time
Astrophysics Inc. is a global leader in X-Ray security inspection systems, dedicated since 2002 to making the world safer through advanced screening technology. Our systems protect critical infrastructure in over 150 countries, serving airports, government buildings, military bases, and more. We are a fast-growing, dynamic company seeking a Senior Staff Accountant to join our headquarters in City of Industry, CA . Job Summary: The Senior Staff Accountant is responsible for overseeing key accounting functions, including account reconciliations, fixed assets, inventory accounting, and financial reporting. They coordinate the monthly close process and support audits, budgeting, and process improvements to ensure accurate and timely financial information. Essential Functions: Coordinate and complete monthly, quarterly, and year-end close processes, ensuring deadlines are met and financial information is accurate, complete, and timely. Prepare, review, and maintain monthly balance sheet account reconciliations, including intercompany accounts, researching and resolving reconciling items in a timely manner. Prepare and record complex journal entries and assist in the preparation of monthly, quarterly, and annual financial statements in accordance with U.S. GAAP. Oversee and support the daily accounting functions of Accounts Payable, Accounts Receivable, and Staff Accountant activities to ensure accuracy, efficiency, and compliance with established policies and procedures. Administer fixed asset accounting, including additions, disposals, depreciation, amortization, and the implementation and maintenance of effective internal controls over fixed assets. Maintain inventory standard costs, review inventory adjustment accounts, coordinate cycle count and physical inventory activities with Operations, and analyze inventory variances for appropriate resolution. Prepare financial reports, dashboards, and supporting schedules for management while assisting with budgeting, forecasting, and financial analysis. Support internal, external, and tax audits by preparing required schedules, providing supporting documentation, and responding to audit inquiries. Special projects and assignments as directed by the Controller. Comply at all times with Astrophysics' security policy including protecting confidential information, reporting any actions that conflict with that policy and informing management of any unusual activity or behavior. Education and Experience: 3-5 years of accounting experience Bachelor's degree in Accounting, Finance or Business Administration Strong attention to detail and ability to research discrepancies and solve problems Exceptional with Excel and other MS Office skills (Outlook, Work, PowerPoint) Experience with ERP systems Knowledge of US GAAP and IFRS Ability to multi-task and meet deadlines Strong interpersonal skills with the ability to use tact and diplomacy with other departments International accounting exposure and IT knowledge a plus Excellent verbal and written communication Position Type/Expected Hours of Work: Exempt Full-Time Hours: 8am - 5pm (Hours subject to change depending on the needs of the business) Benefits & Perks: Excellent medical, dental and vision benefits 401K plan with 4% employer match 11 paid holidays, 10 PTO days Free donuts on Fridays, company luncheons and year end party! Be part of a meaningful security mission with opportunities for personal and professional growth and development. Join our Astrophysics family today! Equal Opportunity Employer Astrophysics Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability. For accommodation requests, please contact Human Resources at . Compensation details: 0 Yearly Salary PI978b2f8f2a67-5970
Role Overview The Senior Accountant oversees essential accounting functions, ensuring the timely completion of monthly closings and upholding rigorous financial controls. This role oversees junior and clerical staff, partners with senior leadership, and manages intricate reporting and regulatory filings with Department of Labor (DOL). We are seeking a proactive professional with proficiency in financial management, payroll, and benefits administration.
07/20/2026
Full time
Role Overview The Senior Accountant oversees essential accounting functions, ensuring the timely completion of monthly closings and upholding rigorous financial controls. This role oversees junior and clerical staff, partners with senior leadership, and manages intricate reporting and regulatory filings with Department of Labor (DOL). We are seeking a proactive professional with proficiency in financial management, payroll, and benefits administration.
CPA firm looking to expand Partner track within 1.5 years! This Jobot Job is hosted by: Henry Chung Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $105,000 - $125,000 per year A bit about us: We are working with a full-service accounting firm offering expert tax planning, preparation, bookkeeping, and financial compliance services to individuals, businesses, and nonprofits. The team is well versed in navigating complex tax laws and helping clients maximize deductions, plan for estate or trust obligations, and resolve issues with tax authorities when needed. The firm emphasizes personalized service, ensuring clients understand their options and feel confident in their financial decisions. Why join us? Smaller, more intimate team setting that creates more value and growth Great leadership from the top down Great path to Partner level promotions Good benefits provided, including a 3% match on retirement accounts + 100% covered health benefits Job Details We are seeking a Tax Manager to join our team. This role will have a fast track to Partner promotion within a year. This role is ideal for a professional with strong technical knowledge and leadership skills who enjoys a variety of work. The Tax Manager will serve as a generalist, overseeing and performing high-level reviews of individual, corporate, partnership, and trust tax returns, ensuring accuracy, compliance, and efficiency. Responsibilities: Review complex tax returns across multiple entity types. Provide guidance to staff and senior accountants on technical issues. Manage engagements to ensure deadlines and quality standards are met. Research and resolve tax matters as needed. Collaborate with partners and clients to address tax planning opportunities. Qualifications: CPA license required. 5+ years of public accounting tax experience, including supervision and management experience Strong technical knowledge of federal and state taxation. Excellent review, leadership, and communication skills. Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
07/20/2026
Full time
CPA firm looking to expand Partner track within 1.5 years! This Jobot Job is hosted by: Henry Chung Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $105,000 - $125,000 per year A bit about us: We are working with a full-service accounting firm offering expert tax planning, preparation, bookkeeping, and financial compliance services to individuals, businesses, and nonprofits. The team is well versed in navigating complex tax laws and helping clients maximize deductions, plan for estate or trust obligations, and resolve issues with tax authorities when needed. The firm emphasizes personalized service, ensuring clients understand their options and feel confident in their financial decisions. Why join us? Smaller, more intimate team setting that creates more value and growth Great leadership from the top down Great path to Partner level promotions Good benefits provided, including a 3% match on retirement accounts + 100% covered health benefits Job Details We are seeking a Tax Manager to join our team. This role will have a fast track to Partner promotion within a year. This role is ideal for a professional with strong technical knowledge and leadership skills who enjoys a variety of work. The Tax Manager will serve as a generalist, overseeing and performing high-level reviews of individual, corporate, partnership, and trust tax returns, ensuring accuracy, compliance, and efficiency. Responsibilities: Review complex tax returns across multiple entity types. Provide guidance to staff and senior accountants on technical issues. Manage engagements to ensure deadlines and quality standards are met. Research and resolve tax matters as needed. Collaborate with partners and clients to address tax planning opportunities. Qualifications: CPA license required. 5+ years of public accounting tax experience, including supervision and management experience Strong technical knowledge of federal and state taxation. Excellent review, leadership, and communication skills. Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Boos & Associates A Professional Corporation
Long Beach, California
Boos & Associates is growing , we were recently named one of the Fastest Growing Accounting Firms and Businesses in the Fresno area by the Fresno Business Journal. That growth has led us to expand to different markets and we are in need of a Tax Manager to be at the center of our business needs in the Long Beach office. If you are looking for an opportunity to help grow our firm, have an entrepreneur spirit, and enjoy leading and developing professional individuals this might be the role for you! What you will do: 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. What you bring to the role: • Bachelor's degree in accounting or other relevant field required. • Master's in accountancy or other relevant field preferred. • 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 Compensation Information: Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. More About Boos & Associates , a Professional Corporation is a Certified Public Accountant and Consulting firm established in February 2004. Prior to founding the firm our Managing Director was a Tax Director with a Big 4 accounting firm with over 30 years public accounting experience. We currently have a staff of approximately 130 and anticipate continued expansion opportunities in the near and long term. Our greatest strength is our people. We foster and support innovative, strategic ideas that can transform developments in accounting, tax, and consulting into practical solutions for our clients. Our Fresno office is a first-class facility located in the Fig Garden Financial Center. The firm is paperless and uses the latest in technology to assist our associates in performing in a more efficient and effective manner. The firm provides above market performance-based compensation and provides competitive employer paid employee benefits and a generous personal time off policy. We continually invest in our people by providing extensive training and career advisor programs. We recognize our unique opportunity to embrace the cultural and ethnic opportunity our clients and people have to offer. We are committed to optimizing this opportunity to hire outstanding individuals of diverse backgrounds, and to offer them a dynamic, challenging environment to develop their skills as trusted advisors to our clients. Our commitment to diversity encompasses all people within our firm, professionals, and administrative support alike, including people of different races, religions, cultural backgrounds, national origins, disabilities or medical conditions, sexual orientation, gender, gender identity and ages. We are an independent member of the BDO Alliance USA. As an independent member of BDO Alliance USA, our shared Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge, and choosing accountability. Our Core Values are the standards by which we conduct ourselves day in and day out, both internally and externally. Compensation details: 00 Yearly Salary PI2a005c99d7bb-8091
07/19/2026
Full time
Boos & Associates is growing , we were recently named one of the Fastest Growing Accounting Firms and Businesses in the Fresno area by the Fresno Business Journal. That growth has led us to expand to different markets and we are in need of a Tax Manager to be at the center of our business needs in the Long Beach office. If you are looking for an opportunity to help grow our firm, have an entrepreneur spirit, and enjoy leading and developing professional individuals this might be the role for you! What you will do: 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. What you bring to the role: • Bachelor's degree in accounting or other relevant field required. • Master's in accountancy or other relevant field preferred. • 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 Compensation Information: Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. More About Boos & Associates , a Professional Corporation is a Certified Public Accountant and Consulting firm established in February 2004. Prior to founding the firm our Managing Director was a Tax Director with a Big 4 accounting firm with over 30 years public accounting experience. We currently have a staff of approximately 130 and anticipate continued expansion opportunities in the near and long term. Our greatest strength is our people. We foster and support innovative, strategic ideas that can transform developments in accounting, tax, and consulting into practical solutions for our clients. Our Fresno office is a first-class facility located in the Fig Garden Financial Center. The firm is paperless and uses the latest in technology to assist our associates in performing in a more efficient and effective manner. The firm provides above market performance-based compensation and provides competitive employer paid employee benefits and a generous personal time off policy. We continually invest in our people by providing extensive training and career advisor programs. We recognize our unique opportunity to embrace the cultural and ethnic opportunity our clients and people have to offer. We are committed to optimizing this opportunity to hire outstanding individuals of diverse backgrounds, and to offer them a dynamic, challenging environment to develop their skills as trusted advisors to our clients. Our commitment to diversity encompasses all people within our firm, professionals, and administrative support alike, including people of different races, religions, cultural backgrounds, national origins, disabilities or medical conditions, sexual orientation, gender, gender identity and ages. We are an independent member of the BDO Alliance USA. As an independent member of BDO Alliance USA, our shared Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge, and choosing accountability. Our Core Values are the standards by which we conduct ourselves day in and day out, both internally and externally. Compensation details: 00 Yearly Salary PI2a005c99d7bb-8091
The City of Bonney Lake invites qualified candidates to apply for the position of Chief Financial Officer, a key leadership role responsible for guiding the city's financial strategy, budgeting, and long-term fiscal planning. Join a dynamic team dedicated to building a strong, sustainable future for our growing community. ln the near term in this role, you will work closely with the Mayor & City Administrator to finalize the Biannual Budget and act as the City lead contact with the Office of the Washington State Auditor on the annual audit. In addition to answering the supplemental questions, please attach a cover letter (include in the cover letter why you want to serve as the city's next Chief Financial Officer) and resume to this application. General Purpose As a department head, perform a variety of complex supervisory, professional, administrative and technical accounting and finance functions in maintaining the fiscal records and systems of the City. Establish and oversee strategic direction for the Finance Department. Contribute to the City's vision, mission, and goals in the performance of all job duties. Supervision Reports To: Mayor and City Administrator Supervises: Finance and Payroll Accountant, Financial Operations Manager, and exercises supervision over all Finance department staff directly or through subordinate supervisors. Assist the mayor in the preparation and submission of the preliminary annual City budget. Administer the adopted budget of the City, including monitoring revenues and expenditures, performing cost control activities, and ensuring effective and efficient use of budgeted funds, personnel, materials, and facilities. Serve as the chief financial advisor to the mayor, council, city administrator and department heads. Establish and maintain internal control procedures and ensure that stateand national standard accounting procedures are maintained. Supervisethecollectionoftaxes,fees,andotherreceiptsinaccordancewithlawsandregulations. Maintain financial records;.forecast, estimate, and monitor the financial condition of the City to ensure the fiscal wellbeing of the City. Oversee the central computerized financial and management information system of the City. Overseethepostingandreconciliationof ledgersandaccounts.DirectthepreparationofstateandFederalreports,includingtaxreports. Oversee payroll, accounts payable processing, and utility and other billings. Provide technical expertise in preparing budgets including capital improvement plans. Prepare a variety of financial studies, reports and related information for decision-making purposes. Oversee the investment of City funds. Assist the Administrative Services Director, City Administrator and HR Manager in the planning, implementation and administration of City benefit programs. Oversee, supervise, and assist in the maintenance of the BARS chart of account codes for the accounting system.Ensure that accounts are properly posted with the correct BARS account numbers. Oversee, and assist in the preparation of annual financial reports; close year-end general ledger; prepare notes to the financial statements, Equipment Rental Fund accounts, and labor distributions. Make journal entries to balance and close monthly booksinthegeneralledger,trackrevenueandexpenseaccounts;reconcilegeneralledgerand subsidiary accounts. Perform research as assigned for the State Auditor's Office during the annual audit. Prepare, maintain, and submit a variety of records and reports related to financial systems. Periodically audit sales tax data from the Department of Revenue. Manage and review payroll for tax, fringe benefit, and retirement plan compliance. Coordinates with the City Administrator and Human Resources Manager on pay and benefit issues. Oversee the preparation and maintenance of fixed asset accounts of the City, any LID accounts or other special assessments. Plan, organize, coordinate, supervise and evaluate programs, plan services, staffing, of the Finance Department. Determine work procedures, prepare work schedules, and expedite workflow. Issue written and oral instructions. Study and standardize department policies and procedures to improve efficiency and effectiveness of operations. Evaluate city financials and formulate short- and long-range plans to meet needs in all areas of responsibility. Assemble necessary resources to solve a broad range of programmatic and service delivery problems in the delivery of finance services; assist in the preparation of new City ordinances and the revision of existing ordinances related to finance policy and administration. Provide opportunities for professional development for staff. Conduct consistent check in meetings with direct reports. Delegate, review, and ensure timely completion of duties of assigned staff. Recruit, hire, train, recognize, promote, coach, mentor, and develop performance of assigned staff. Attend the City Council and Finance Committee meetings. Prepare agenda bills, staff reports, and makes public presentations as needed. Oversee the preparation, administration and monitoring of the various budgets related to the Finance. Analyze problems, identify alternative solutions, project consequence of proposed actions and implement recommendation in support of goals Create an environment of teamwork and respect. Foster a culture of equity and inclusion by welcoming and meeting the diverse needs and perspectives of groups and individuals. Commitment to working effectively with people from diverse backgrounds and cultures, promoting a sense of belonging, and actively identifying and removing barriers to inclusion. Remain current with relevant technological advancements as it relates to the field. Maintain regular, reliable, and punctual attendance. Perform other duties as assigned. Education, Experience and License Requirements Bachelor's degree in accounting, finance, business, public administration, or a closely related field. Ten (10) years of government accounting or finance work. 2 years of supervisory experience. Certified Public Accountant (CPA) or Government Finance Officers Association (GFOA) Certified Public Finance Officers Program is desired. Driver's license. Successful passing of a required background check and credit report. Must be bondable. Competency Requirements Attention to detail. Communicate effectively. Practice customer service focus. Maintain positive interactions with all individuals. Build collaborative relationships. Anticipate problems and develop contingency plans. Take initiative within job scope. Remain flexible to changing priorities. Determine priorities and take prompt action. Meet deadlines and responds to individuals in a timely manner. Cognizant to the attitudes, feelings or circumstances of others and have an awareness of how one's behaviors may impact others. Conflict resolution skills. Effective delegation and follow through. Relationship building at all levels of the organization including elected officials, executives, managers, employees, and volunteers. Effective negotiation and consensus building skills to create partnerships. Be flexible in decision-making and use a team-oriented approach. Exercise high degree of confidentiality. Work effectively with others to achieve common goals. Practice Social awareness. Ability to problem solve challenging matters in a timely manner. Resolves and works through conflict with grace, dignity, tact and respect. Knowledge of: Municipal financial software Modern governmental accounting theory principles, and practices; Internal control procedures and management information systems Office automation and computerized financial applications Public finance and fiscal planning Payrollandaccountspayablefunctions Budgetary, accounting and reporting systems GAAFR, GAAP, and GASB Physical Demands Moving throughout City facilities and buildings. Travel to off-site locations and move throughout the community as needed. Drive and perform field work. Operate a computer and other office equipment. Communicate with City employees and residents. Lift or move items weighing up to 10 pounds on occasion. Work Environment Work is performed in an office environment. Noise level in the office is moderately quiet. Work evening and/or weekend hours as needed. Night meetings may be required. Approved reasonable accommodation requests will be made to enable individuals with disabilities to perform the essential functions of the job. Core Values The City is a team of dedicated professionals who respect and serve the community and each another and has highlighted six core values: Professionalism: Being ambassadors of the City by providing expert service delivery. Service: Giving helpful assistance or advice to our customers. Accountability: Performing the duties of my position in a responsible way. Respect: Fairly considering the rights, opinions and ideas of others. Integrity: Acting in harmony with the laws and values of the City. Teamwork: Working together to best serve the community . click apply for full job details
07/19/2026
Full time
The City of Bonney Lake invites qualified candidates to apply for the position of Chief Financial Officer, a key leadership role responsible for guiding the city's financial strategy, budgeting, and long-term fiscal planning. Join a dynamic team dedicated to building a strong, sustainable future for our growing community. ln the near term in this role, you will work closely with the Mayor & City Administrator to finalize the Biannual Budget and act as the City lead contact with the Office of the Washington State Auditor on the annual audit. In addition to answering the supplemental questions, please attach a cover letter (include in the cover letter why you want to serve as the city's next Chief Financial Officer) and resume to this application. General Purpose As a department head, perform a variety of complex supervisory, professional, administrative and technical accounting and finance functions in maintaining the fiscal records and systems of the City. Establish and oversee strategic direction for the Finance Department. Contribute to the City's vision, mission, and goals in the performance of all job duties. Supervision Reports To: Mayor and City Administrator Supervises: Finance and Payroll Accountant, Financial Operations Manager, and exercises supervision over all Finance department staff directly or through subordinate supervisors. Assist the mayor in the preparation and submission of the preliminary annual City budget. Administer the adopted budget of the City, including monitoring revenues and expenditures, performing cost control activities, and ensuring effective and efficient use of budgeted funds, personnel, materials, and facilities. Serve as the chief financial advisor to the mayor, council, city administrator and department heads. Establish and maintain internal control procedures and ensure that stateand national standard accounting procedures are maintained. Supervisethecollectionoftaxes,fees,andotherreceiptsinaccordancewithlawsandregulations. Maintain financial records;.forecast, estimate, and monitor the financial condition of the City to ensure the fiscal wellbeing of the City. Oversee the central computerized financial and management information system of the City. Overseethepostingandreconciliationof ledgersandaccounts.DirectthepreparationofstateandFederalreports,includingtaxreports. Oversee payroll, accounts payable processing, and utility and other billings. Provide technical expertise in preparing budgets including capital improvement plans. Prepare a variety of financial studies, reports and related information for decision-making purposes. Oversee the investment of City funds. Assist the Administrative Services Director, City Administrator and HR Manager in the planning, implementation and administration of City benefit programs. Oversee, supervise, and assist in the maintenance of the BARS chart of account codes for the accounting system.Ensure that accounts are properly posted with the correct BARS account numbers. Oversee, and assist in the preparation of annual financial reports; close year-end general ledger; prepare notes to the financial statements, Equipment Rental Fund accounts, and labor distributions. Make journal entries to balance and close monthly booksinthegeneralledger,trackrevenueandexpenseaccounts;reconcilegeneralledgerand subsidiary accounts. Perform research as assigned for the State Auditor's Office during the annual audit. Prepare, maintain, and submit a variety of records and reports related to financial systems. Periodically audit sales tax data from the Department of Revenue. Manage and review payroll for tax, fringe benefit, and retirement plan compliance. Coordinates with the City Administrator and Human Resources Manager on pay and benefit issues. Oversee the preparation and maintenance of fixed asset accounts of the City, any LID accounts or other special assessments. Plan, organize, coordinate, supervise and evaluate programs, plan services, staffing, of the Finance Department. Determine work procedures, prepare work schedules, and expedite workflow. Issue written and oral instructions. Study and standardize department policies and procedures to improve efficiency and effectiveness of operations. Evaluate city financials and formulate short- and long-range plans to meet needs in all areas of responsibility. Assemble necessary resources to solve a broad range of programmatic and service delivery problems in the delivery of finance services; assist in the preparation of new City ordinances and the revision of existing ordinances related to finance policy and administration. Provide opportunities for professional development for staff. Conduct consistent check in meetings with direct reports. Delegate, review, and ensure timely completion of duties of assigned staff. Recruit, hire, train, recognize, promote, coach, mentor, and develop performance of assigned staff. Attend the City Council and Finance Committee meetings. Prepare agenda bills, staff reports, and makes public presentations as needed. Oversee the preparation, administration and monitoring of the various budgets related to the Finance. Analyze problems, identify alternative solutions, project consequence of proposed actions and implement recommendation in support of goals Create an environment of teamwork and respect. Foster a culture of equity and inclusion by welcoming and meeting the diverse needs and perspectives of groups and individuals. Commitment to working effectively with people from diverse backgrounds and cultures, promoting a sense of belonging, and actively identifying and removing barriers to inclusion. Remain current with relevant technological advancements as it relates to the field. Maintain regular, reliable, and punctual attendance. Perform other duties as assigned. Education, Experience and License Requirements Bachelor's degree in accounting, finance, business, public administration, or a closely related field. Ten (10) years of government accounting or finance work. 2 years of supervisory experience. Certified Public Accountant (CPA) or Government Finance Officers Association (GFOA) Certified Public Finance Officers Program is desired. Driver's license. Successful passing of a required background check and credit report. Must be bondable. Competency Requirements Attention to detail. Communicate effectively. Practice customer service focus. Maintain positive interactions with all individuals. Build collaborative relationships. Anticipate problems and develop contingency plans. Take initiative within job scope. Remain flexible to changing priorities. Determine priorities and take prompt action. Meet deadlines and responds to individuals in a timely manner. Cognizant to the attitudes, feelings or circumstances of others and have an awareness of how one's behaviors may impact others. Conflict resolution skills. Effective delegation and follow through. Relationship building at all levels of the organization including elected officials, executives, managers, employees, and volunteers. Effective negotiation and consensus building skills to create partnerships. Be flexible in decision-making and use a team-oriented approach. Exercise high degree of confidentiality. Work effectively with others to achieve common goals. Practice Social awareness. Ability to problem solve challenging matters in a timely manner. Resolves and works through conflict with grace, dignity, tact and respect. Knowledge of: Municipal financial software Modern governmental accounting theory principles, and practices; Internal control procedures and management information systems Office automation and computerized financial applications Public finance and fiscal planning Payrollandaccountspayablefunctions Budgetary, accounting and reporting systems GAAFR, GAAP, and GASB Physical Demands Moving throughout City facilities and buildings. Travel to off-site locations and move throughout the community as needed. Drive and perform field work. Operate a computer and other office equipment. Communicate with City employees and residents. Lift or move items weighing up to 10 pounds on occasion. Work Environment Work is performed in an office environment. Noise level in the office is moderately quiet. Work evening and/or weekend hours as needed. Night meetings may be required. Approved reasonable accommodation requests will be made to enable individuals with disabilities to perform the essential functions of the job. Core Values The City is a team of dedicated professionals who respect and serve the community and each another and has highlighted six core values: Professionalism: Being ambassadors of the City by providing expert service delivery. Service: Giving helpful assistance or advice to our customers. Accountability: Performing the duties of my position in a responsible way. Respect: Fairly considering the rights, opinions and ideas of others. Integrity: Acting in harmony with the laws and values of the City. Teamwork: Working together to best serve the community . click apply for full job details
Job Description Job Description Hands-On Team Leadership Client Accounting Financial Reporting Full-Time On-Site La Jolla, California ROLE LEVEL Working team lead FOCUS Accounting, reporting & people COMPENSATION $95,000-$115,000 base salary plus performance-based bonus About Plumb Plumb provides family office accounting, bill pay, and financial reporting services to ultra-high-net-worth families and their advisors across the United States. We are not a financial advisory firm. We perform the back-office accounting and administrative work that helps complex families maintain accurate records, understand their financial activity, and stay organized across multiple accounts, entities, and advisors. Our company combines professional services with proprietary financial technology. We are building a more scalable, technology-enabled model for family office accounting while preserving the judgment, controls, confidentiality, and personal attention our clients require. The Opportunity We are seeking a Family Office Accounting & Reporting Lead to lead a team while remaining directly involved in client accounting, review, problem-solving, training, and financial reporting. This is a working-leader position, not a role for someone who wants to manage exclusively through meetings and delegation. The right candidate may currently be a senior accountant, accounting supervisor, client accounting services lead, family office accountant, assistant controller, or experienced bookkeeper/accountant who is ready to assume greater ownership of a team. This person will also serve as the operational champion for accounting technology and AI-assisted workflows, helping the department adopt practical tools that improve quality, capacity, consistency, and responsiveness without weakening human review or accounting controls. What This Role Looks Like Approximate Focus What It Means 50%-60% Accounting review, financial reporting review, reconciliations, and hands-on client accounting work 20%-25% Team leadership, coaching, workload management, training, and quality control 15%-20% Process improvement, technology adoption, workflow optimization, and AI-assisted accounting initiatives About 10% Client, advisor, and cross-functional coordination You will review work, correct accounting issues, help complete difficult reconciliations and reports, and step into client work when necessary. You will not simply assign work and monitor deadlines. Primary ResponsibilitiesClient Accounting and Reporting Review bank, credit card, brokerage, and general ledger reconciliations. Review monthly financial statements, schedules, and customized family reporting. Resolve unusual transactions, accounting discrepancies, missing information, and complex reporting issues. Maintain reporting accuracy and ensure client deliverables are completed on schedule. Support the accounting and reporting needs of complex households, trusts, partnerships, LLCs, and other family entities. Participate directly in client work during onboarding, peak periods, staff absences, or complex assignments. Team Leadership and Quality Control Lead, coach, and develop a team of accounting professionals located on-site and/or offshore. Assign work based on capacity, complexity, deadlines, and employee capabilities. Establish clear expectations, monitor commitments, and follow up consistently. Review work and provide direct, practical, and timely feedback. Help onboard, train, and develop new employees using defined milestones and competency standards. Identify performance, capacity, client, and quality concerns early and escalate them before they become larger problems. Build a culture of ownership, accuracy, responsiveness, and continuous improvement. AI, Automation, and Process Improvement Identify repetitive accounting, reconciliation, review, and reporting tasks that may benefit from AI, workflow automation, or standardization. Partner with Plumb's product, engineering, and operational leaders to translate accounting needs into practical technology improvements. Test and validate AI-assisted workflows before broader implementation. Train team members to use approved AI and automation tools effectively, consistently, and securely. Establish appropriate human-review, documentation, and quality-control procedures for AI-assisted work. Measure whether new tools improve turnaround time, capacity, quality, and client service. Provide structured feedback to the product team regarding accounting workflows, defects, usability issues, and improvement opportunities. Help the department transition from manual, person-dependent processes to more standardized and technology-enabled workflows. What We Are Looking ForStrong Candidates Will Typically Have Five or more years of accounting, bookkeeping, client accounting services, family office, wealth management operations, or outsourced accounting experience. At least one to three years reviewing the work of others or serving as a senior accountant, supervisor, or team lead. Strong working knowledge of account reconciliations, general ledger accounting, month-end close, and financial reporting. Experience managing multiple clients, entities, deadlines, and competing priorities. The ability to identify errors, explain corrections clearly, and hold others accountable for follow-through. Comfort working directly in accounting systems and reviewing transaction-level detail. Strong organizational skills, judgment, communication, and attention to detail. Demonstrated interest in using AI, automation, and financial technology to improve accounting work. The ability to train employees with varying levels of accounting experience and technical confidence. Helpful, but Not Required Experience serving high-net-worth individuals, trusts, partnerships, family entities, or family offices. Experience in client accounting services, outsourced accounting, business management, or wealth management. Experience with QuickBooks Online, Sage Intacct, investment reporting systems, account aggregation tools, or workflow software. Experience implementing accounting software, automation, standardized templates, or process improvements. CPA, CMA, accounting degree, or equivalent practical accounting experience. You do not need to be an AI engineer or software developer. You do need to be curious, adaptable, comfortable in experimenting with approved technology, and capable of helping an accounting team change how it works. AI-generated or AI-assisted work must always be validated through appropriate accounting judgments and controls. Who This Role Is and Is Not For This role is well suited for a strong senior accountant, accounting supervisor, client accounting lead, or assistant controller who wants broader responsibility, meaningful influence, and an opportunity to develop as a people leader. It may not be the right fit for someone seeking a director-level position focused primarily on strategy, budgeting, or managing through multiple layers of staff. The person hired must enjoy being close to work and be willing to personally solve accounting and reporting problems. Why Join Plumb Work with sophisticated client situations involving multiple entities, accounts, and advisors. Help shape a growing accounting and reporting function rather than inherit a rigid bureaucracy. Partner directly with an internal product and software team. Influence how AI and automation are incorporated into real accounting workflows. Develop both accounting leadership and people-management capabilities. Join a company entering an important stage of growth and operational development. Work in a role with visibility, accountability, and a potential path to broader leadership. Position Details Title Family Office Accounting & Reporting Lead Employment Full-time Location Primarily on-site in La Jolla, California, with limited flexibility after the person is fully established in the role Reporting Relationship Reports to the designated operations executive and works closely with company leadership, client service, product, and engineering Compensation $95,000-$115,000 base salary, depending on accounting depth and leadership experience, plus a performance-based bonus Role Level Key member of the accounting operations leadership team; hands-on team lead rather than enterprise operations director Work Model Full-time, primarily on-site How to Apply Please submit your resume and a brief note explaining why this role is relevant to your experience, why Plumb interests you, and how you have led people or improved accounting work. Strong candidates may not meet every listed qualification; we value accounting capability, judgment, initiative, follow-through, and leadership potential. Applicants may apply through the service where this posting appears or contact: or Equal Opportunity Employer. Plumb considers applicants without regard to race, color, religion, sex, sexual orientation, gender identity . click apply for full job details
07/19/2026
Full time
Job Description Job Description Hands-On Team Leadership Client Accounting Financial Reporting Full-Time On-Site La Jolla, California ROLE LEVEL Working team lead FOCUS Accounting, reporting & people COMPENSATION $95,000-$115,000 base salary plus performance-based bonus About Plumb Plumb provides family office accounting, bill pay, and financial reporting services to ultra-high-net-worth families and their advisors across the United States. We are not a financial advisory firm. We perform the back-office accounting and administrative work that helps complex families maintain accurate records, understand their financial activity, and stay organized across multiple accounts, entities, and advisors. Our company combines professional services with proprietary financial technology. We are building a more scalable, technology-enabled model for family office accounting while preserving the judgment, controls, confidentiality, and personal attention our clients require. The Opportunity We are seeking a Family Office Accounting & Reporting Lead to lead a team while remaining directly involved in client accounting, review, problem-solving, training, and financial reporting. This is a working-leader position, not a role for someone who wants to manage exclusively through meetings and delegation. The right candidate may currently be a senior accountant, accounting supervisor, client accounting services lead, family office accountant, assistant controller, or experienced bookkeeper/accountant who is ready to assume greater ownership of a team. This person will also serve as the operational champion for accounting technology and AI-assisted workflows, helping the department adopt practical tools that improve quality, capacity, consistency, and responsiveness without weakening human review or accounting controls. What This Role Looks Like Approximate Focus What It Means 50%-60% Accounting review, financial reporting review, reconciliations, and hands-on client accounting work 20%-25% Team leadership, coaching, workload management, training, and quality control 15%-20% Process improvement, technology adoption, workflow optimization, and AI-assisted accounting initiatives About 10% Client, advisor, and cross-functional coordination You will review work, correct accounting issues, help complete difficult reconciliations and reports, and step into client work when necessary. You will not simply assign work and monitor deadlines. Primary ResponsibilitiesClient Accounting and Reporting Review bank, credit card, brokerage, and general ledger reconciliations. Review monthly financial statements, schedules, and customized family reporting. Resolve unusual transactions, accounting discrepancies, missing information, and complex reporting issues. Maintain reporting accuracy and ensure client deliverables are completed on schedule. Support the accounting and reporting needs of complex households, trusts, partnerships, LLCs, and other family entities. Participate directly in client work during onboarding, peak periods, staff absences, or complex assignments. Team Leadership and Quality Control Lead, coach, and develop a team of accounting professionals located on-site and/or offshore. Assign work based on capacity, complexity, deadlines, and employee capabilities. Establish clear expectations, monitor commitments, and follow up consistently. Review work and provide direct, practical, and timely feedback. Help onboard, train, and develop new employees using defined milestones and competency standards. Identify performance, capacity, client, and quality concerns early and escalate them before they become larger problems. Build a culture of ownership, accuracy, responsiveness, and continuous improvement. AI, Automation, and Process Improvement Identify repetitive accounting, reconciliation, review, and reporting tasks that may benefit from AI, workflow automation, or standardization. Partner with Plumb's product, engineering, and operational leaders to translate accounting needs into practical technology improvements. Test and validate AI-assisted workflows before broader implementation. Train team members to use approved AI and automation tools effectively, consistently, and securely. Establish appropriate human-review, documentation, and quality-control procedures for AI-assisted work. Measure whether new tools improve turnaround time, capacity, quality, and client service. Provide structured feedback to the product team regarding accounting workflows, defects, usability issues, and improvement opportunities. Help the department transition from manual, person-dependent processes to more standardized and technology-enabled workflows. What We Are Looking ForStrong Candidates Will Typically Have Five or more years of accounting, bookkeeping, client accounting services, family office, wealth management operations, or outsourced accounting experience. At least one to three years reviewing the work of others or serving as a senior accountant, supervisor, or team lead. Strong working knowledge of account reconciliations, general ledger accounting, month-end close, and financial reporting. Experience managing multiple clients, entities, deadlines, and competing priorities. The ability to identify errors, explain corrections clearly, and hold others accountable for follow-through. Comfort working directly in accounting systems and reviewing transaction-level detail. Strong organizational skills, judgment, communication, and attention to detail. Demonstrated interest in using AI, automation, and financial technology to improve accounting work. The ability to train employees with varying levels of accounting experience and technical confidence. Helpful, but Not Required Experience serving high-net-worth individuals, trusts, partnerships, family entities, or family offices. Experience in client accounting services, outsourced accounting, business management, or wealth management. Experience with QuickBooks Online, Sage Intacct, investment reporting systems, account aggregation tools, or workflow software. Experience implementing accounting software, automation, standardized templates, or process improvements. CPA, CMA, accounting degree, or equivalent practical accounting experience. You do not need to be an AI engineer or software developer. You do need to be curious, adaptable, comfortable in experimenting with approved technology, and capable of helping an accounting team change how it works. AI-generated or AI-assisted work must always be validated through appropriate accounting judgments and controls. Who This Role Is and Is Not For This role is well suited for a strong senior accountant, accounting supervisor, client accounting lead, or assistant controller who wants broader responsibility, meaningful influence, and an opportunity to develop as a people leader. It may not be the right fit for someone seeking a director-level position focused primarily on strategy, budgeting, or managing through multiple layers of staff. The person hired must enjoy being close to work and be willing to personally solve accounting and reporting problems. Why Join Plumb Work with sophisticated client situations involving multiple entities, accounts, and advisors. Help shape a growing accounting and reporting function rather than inherit a rigid bureaucracy. Partner directly with an internal product and software team. Influence how AI and automation are incorporated into real accounting workflows. Develop both accounting leadership and people-management capabilities. Join a company entering an important stage of growth and operational development. Work in a role with visibility, accountability, and a potential path to broader leadership. Position Details Title Family Office Accounting & Reporting Lead Employment Full-time Location Primarily on-site in La Jolla, California, with limited flexibility after the person is fully established in the role Reporting Relationship Reports to the designated operations executive and works closely with company leadership, client service, product, and engineering Compensation $95,000-$115,000 base salary, depending on accounting depth and leadership experience, plus a performance-based bonus Role Level Key member of the accounting operations leadership team; hands-on team lead rather than enterprise operations director Work Model Full-time, primarily on-site How to Apply Please submit your resume and a brief note explaining why this role is relevant to your experience, why Plumb interests you, and how you have led people or improved accounting work. Strong candidates may not meet every listed qualification; we value accounting capability, judgment, initiative, follow-through, and leadership potential. Applicants may apply through the service where this posting appears or contact: or Equal Opportunity Employer. Plumb considers applicants without regard to race, color, religion, sex, sexual orientation, gender identity . click apply for full job details
Description: About Us Debits still go on the left, but at LJB CPA, we believe accounting is about more than numbers. It's about enhancing the lives of our clients, team members, and by extension, the people who matter most to them. We provide tax, accounting, advisory, and consulting services that help our clients make confident decisions, navigate challenges, seize opportunities, and build stronger businesses. We're experiencing an exciting season of growth and are looking for people who are eager to learn, collaborate, and make a difference. We believe great client service starts with great people, and we're committed to creating opportunities for professional development, meaningful work, and long-term success. Position Summary We are seeking an experienced Tax Manager to join our team. This role oversees tax engagements from planning through completion, mentors staff accountants, manages client relationships, and contributes to the firm's billing and profitability goals. This is an in-office position based in our Dallas office. Key Responsibilities Manage and review individual, business, and/or fiduciary tax returns for accuracy and compliance Develop and implement tax planning strategies for clients Mentor, train, and supervise staff accountants and senior associates, providing feedback and supporting their professional growth Manage client relationships, serving as a primary point of contact for assigned accounts Prepare and manage client billing, including monitoring engagement budgets, realization, and timely invoicing Communicate with clients regarding tax notices, deadlines, and planning opportunities Stay current on federal, state, and local tax law changes Collaborate with partners and other managers on firm initiatives and workflow management What We Offer Competitive salary based on experience Work-life balance, including reasonable hours especially outside of peak tax season Health, dental, and vision insurance 401(k) with firm match Flexible time off CPE support / continuing education reimbursement Supportive, team-oriented office culture LJB CPA is an equal opportunity employer. Requirements: CPA license required (or actively pursuing CPA with relevant experience) 5+ years of progressive tax experience in public accounting Proven experience mentoring, training, or supervising staff Experience with client billing, engagement budgets, and realization management Strong knowledge of federal and state tax regulations Excellent communication and client relationship skills Proficiency with tax preparation, tax planning, and research software (e.g., Lacerte, CCH Axcess, Holistiplan) Must be authorized to work in the United States (we are unable to sponsor work visas for this position) PI08f692205fca-8334
07/19/2026
Full time
Description: About Us Debits still go on the left, but at LJB CPA, we believe accounting is about more than numbers. It's about enhancing the lives of our clients, team members, and by extension, the people who matter most to them. We provide tax, accounting, advisory, and consulting services that help our clients make confident decisions, navigate challenges, seize opportunities, and build stronger businesses. We're experiencing an exciting season of growth and are looking for people who are eager to learn, collaborate, and make a difference. We believe great client service starts with great people, and we're committed to creating opportunities for professional development, meaningful work, and long-term success. Position Summary We are seeking an experienced Tax Manager to join our team. This role oversees tax engagements from planning through completion, mentors staff accountants, manages client relationships, and contributes to the firm's billing and profitability goals. This is an in-office position based in our Dallas office. Key Responsibilities Manage and review individual, business, and/or fiduciary tax returns for accuracy and compliance Develop and implement tax planning strategies for clients Mentor, train, and supervise staff accountants and senior associates, providing feedback and supporting their professional growth Manage client relationships, serving as a primary point of contact for assigned accounts Prepare and manage client billing, including monitoring engagement budgets, realization, and timely invoicing Communicate with clients regarding tax notices, deadlines, and planning opportunities Stay current on federal, state, and local tax law changes Collaborate with partners and other managers on firm initiatives and workflow management What We Offer Competitive salary based on experience Work-life balance, including reasonable hours especially outside of peak tax season Health, dental, and vision insurance 401(k) with firm match Flexible time off CPE support / continuing education reimbursement Supportive, team-oriented office culture LJB CPA is an equal opportunity employer. Requirements: CPA license required (or actively pursuing CPA with relevant experience) 5+ years of progressive tax experience in public accounting Proven experience mentoring, training, or supervising staff Experience with client billing, engagement budgets, and realization management Strong knowledge of federal and state tax regulations Excellent communication and client relationship skills Proficiency with tax preparation, tax planning, and research software (e.g., Lacerte, CCH Axcess, Holistiplan) Must be authorized to work in the United States (we are unable to sponsor work visas for this position) PI08f692205fca-8334
Hands-On Team Leadership Client Accounting Financial Reporting Full-Time On-Site La Jolla, California ROLE LEVEL Working team lead FOCUS Accounting, reporting & people COMPENSATION $95,000-$115,000 base salary plus performance-based bonus About Plumb Plumb provides family office accounting, bill pay, and financial reporting services to ultra-high-net-worth families and their advisors across the United States. We are not a financial advisory firm. We perform the back-office accounting and administrative work that helps complex families maintain accurate records, understand their financial activity, and stay organized across multiple accounts, entities, and advisors. Our company combines professional services with proprietary financial technology. We are building a more scalable, technology-enabled model for family office accounting while preserving the judgment, controls, confidentiality, and personal attention our clients require. The Opportunity We are seeking a Family Office Accounting & Reporting Lead to lead a team while remaining directly involved in client accounting, review, problem-solving, training, and financial reporting. This is a working-leader position, not a role for someone who wants to manage exclusively through meetings and delegation. The right candidate may currently be a senior accountant, accounting supervisor, client accounting services lead, family office accountant, assistant controller, or experienced bookkeeper/accountant who is ready to assume greater ownership of a team. This person will also serve as the operational champion for accounting technology and AI-assisted workflows, helping the department adopt practical tools that improve quality, capacity, consistency, and responsiveness without weakening human review or accounting controls. What This Role Looks Like Approximate Focus What It Means 50%-60% Accounting review, financial reporting review, reconciliations, and hands-on client accounting work 20%-25% Team leadership, coaching, workload management, training, and quality control 15%-20% Process improvement, technology adoption, workflow optimization, and AI-assisted accounting initiatives About 10% Client, advisor, and cross-functional coordination You will review work, correct accounting issues, help complete difficult reconciliations and reports, and step into client work when necessary. You will not simply assign work and monitor deadlines. Primary Responsibilities Client Accounting and ReportingReview bank, credit card, brokerage, and general ledger reconciliations.Review monthly financial statements, schedules, and customized family reporting.Resolve unusual transactions, accounting discrepancies, missing information, and complex reporting issues.Maintain reporting accuracy and ensure client deliverables are completed on schedule.Support the accounting and reporting needs of complex households, trusts, partnerships, LLCs, and other family entities.Participate directly in client work during onboarding, peak periods, staff absences, or complex assignments. Team Leadership and Quality ControlLead, coach, and develop a team of accounting professionals located on-site and/or offshore.Assign work based on capacity, complexity, deadlines, and employee capabilities.Establish clear expectations, monitor commitments, and follow up consistently.Review work and provide direct, practical, and timely feedback.Help onboard, train, and develop new employees using defined milestones and competency standards.Identify performance, capacity, client, and quality concerns early and escalate them before they become larger problems.Build a culture of ownership, accuracy, responsiveness, and continuous improvement. AI, Automation, and Process ImprovementIdentify repetitive accounting, reconciliation, review, and reporting tasks that may benefit from AI, workflow automation, or standardization.Partner with Plumb's product, engineering, and operational leaders to translate accounting needs into practical technology improvements.Test and validate AI-assisted workflows before broader implementation.Train team members to use approved AI and automation tools effectively, consistently, and securely.Establish appropriate human-review, documentation, and quality-control procedures for AI-assisted work.Measure whether new tools improve turnaround time, capacity, quality, and client service.Provide structured feedback to the product team regarding accounting workflows, defects, usability issues, and improvement opportunities.Help the department transition from manual, person-dependent processes to more standardized and technology-enabled workflows. What We Are Looking For Strong Candidates Will Typically HaveFive or more years of accounting, bookkeeping, client accounting services, family office, wealth management operations, or outsourced accounting experience.At least one to three years reviewing the work of others or serving as a senior accountant, supervisor, or team lead.Strong working knowledge of account reconciliations, general ledger accounting, month-end close, and financial reporting.Experience managing multiple clients, entities, deadlines, and competing priorities.The ability to identify errors, explain corrections clearly, and hold others accountable for follow-through.Comfort working directly in accounting systems and reviewing transaction-level detail.Strong organizational skills, judgment, communication, and attention to detail.Demonstrated interest in using AI, automation, and financial technology to improve accounting work.The ability to train employees with varying levels of accounting experience and technical confidence. Helpful, but Not RequiredExperience serving high-net-worth individuals, trusts, partnerships, family entities, or family offices.Experience in client accounting services, outsourced accounting, business management, or wealth management.Experience with QuickBooks Online, Sage Intacct, investment reporting systems, account aggregation tools, or workflow software.Experience implementing accounting software, automation, standardized templates, or process improvements.CPA, CMA, accounting degree, or equivalent practical accounting experience. You do not need to be an AI engineer or software developer. You do need to be curious, adaptable, comfortable in experimenting with approved technology, and capable of helping an accounting team change how it works. AI-generated or AI-assisted work must always be validated through appropriate accounting judgments and controls. Who This Role Is and Is Not For This role is well suited for a strong senior accountant, accounting supervisor, client accounting lead, or assistant controller who wants broader responsibility, meaningful influence, and an opportunity to develop as a people leader. It may not be the right fit for someone seeking a director-level position focused primarily on strategy, budgeting, or managing through multiple layers of staff. The person hired must enjoy being close to work and be willing to personally solve accounting and reporting problems. Why Join Plumb Work with sophisticated client situations involving multiple entities, accounts, and advisors.Help shape a growing accounting and reporting function rather than inherit a rigid bureaucracy.Partner directly with an internal product and software team.Influence how AI and automation are incorporated into real accounting workflows.Develop both accounting leadership and people-management capabilities.Join a company entering an important stage of growth and operational development.Work in a role with visibility, accountability, and a potential path to broader leadership. Position Details Title Family Office Accounting & Reporting Lead Employment Full-time Location Primarily on-site in La Jolla, California, with limited flexibility after the person is fully established in the role Reporting Relationship Reports to the designated operations executive and works closely with company leadership, client service, product, and engineering Compensation $95,000-$115,000 base salary, depending on accounting depth and leadership experience, plus a performance-based bonus Role Level Key member of the accounting operations leadership team; hands-on team lead rather than enterprise operations director Work Model Full-time, primarily on-site How to Apply Please submit your resume and a brief note explaining why this role is relevant to your experience, why Plumb interests you, and how you have led people or improved accounting work. Strong candidates may not meet every listed qualification; we value accounting capability, judgment, initiative, follow-through, and leadership potential. Applicants may apply through the service where this posting appears or contact: or Equal Opportunity Employer. Plumb considers applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability . click apply for full job details
07/17/2026
Full time
Hands-On Team Leadership Client Accounting Financial Reporting Full-Time On-Site La Jolla, California ROLE LEVEL Working team lead FOCUS Accounting, reporting & people COMPENSATION $95,000-$115,000 base salary plus performance-based bonus About Plumb Plumb provides family office accounting, bill pay, and financial reporting services to ultra-high-net-worth families and their advisors across the United States. We are not a financial advisory firm. We perform the back-office accounting and administrative work that helps complex families maintain accurate records, understand their financial activity, and stay organized across multiple accounts, entities, and advisors. Our company combines professional services with proprietary financial technology. We are building a more scalable, technology-enabled model for family office accounting while preserving the judgment, controls, confidentiality, and personal attention our clients require. The Opportunity We are seeking a Family Office Accounting & Reporting Lead to lead a team while remaining directly involved in client accounting, review, problem-solving, training, and financial reporting. This is a working-leader position, not a role for someone who wants to manage exclusively through meetings and delegation. The right candidate may currently be a senior accountant, accounting supervisor, client accounting services lead, family office accountant, assistant controller, or experienced bookkeeper/accountant who is ready to assume greater ownership of a team. This person will also serve as the operational champion for accounting technology and AI-assisted workflows, helping the department adopt practical tools that improve quality, capacity, consistency, and responsiveness without weakening human review or accounting controls. What This Role Looks Like Approximate Focus What It Means 50%-60% Accounting review, financial reporting review, reconciliations, and hands-on client accounting work 20%-25% Team leadership, coaching, workload management, training, and quality control 15%-20% Process improvement, technology adoption, workflow optimization, and AI-assisted accounting initiatives About 10% Client, advisor, and cross-functional coordination You will review work, correct accounting issues, help complete difficult reconciliations and reports, and step into client work when necessary. You will not simply assign work and monitor deadlines. Primary Responsibilities Client Accounting and ReportingReview bank, credit card, brokerage, and general ledger reconciliations.Review monthly financial statements, schedules, and customized family reporting.Resolve unusual transactions, accounting discrepancies, missing information, and complex reporting issues.Maintain reporting accuracy and ensure client deliverables are completed on schedule.Support the accounting and reporting needs of complex households, trusts, partnerships, LLCs, and other family entities.Participate directly in client work during onboarding, peak periods, staff absences, or complex assignments. Team Leadership and Quality ControlLead, coach, and develop a team of accounting professionals located on-site and/or offshore.Assign work based on capacity, complexity, deadlines, and employee capabilities.Establish clear expectations, monitor commitments, and follow up consistently.Review work and provide direct, practical, and timely feedback.Help onboard, train, and develop new employees using defined milestones and competency standards.Identify performance, capacity, client, and quality concerns early and escalate them before they become larger problems.Build a culture of ownership, accuracy, responsiveness, and continuous improvement. AI, Automation, and Process ImprovementIdentify repetitive accounting, reconciliation, review, and reporting tasks that may benefit from AI, workflow automation, or standardization.Partner with Plumb's product, engineering, and operational leaders to translate accounting needs into practical technology improvements.Test and validate AI-assisted workflows before broader implementation.Train team members to use approved AI and automation tools effectively, consistently, and securely.Establish appropriate human-review, documentation, and quality-control procedures for AI-assisted work.Measure whether new tools improve turnaround time, capacity, quality, and client service.Provide structured feedback to the product team regarding accounting workflows, defects, usability issues, and improvement opportunities.Help the department transition from manual, person-dependent processes to more standardized and technology-enabled workflows. What We Are Looking For Strong Candidates Will Typically HaveFive or more years of accounting, bookkeeping, client accounting services, family office, wealth management operations, or outsourced accounting experience.At least one to three years reviewing the work of others or serving as a senior accountant, supervisor, or team lead.Strong working knowledge of account reconciliations, general ledger accounting, month-end close, and financial reporting.Experience managing multiple clients, entities, deadlines, and competing priorities.The ability to identify errors, explain corrections clearly, and hold others accountable for follow-through.Comfort working directly in accounting systems and reviewing transaction-level detail.Strong organizational skills, judgment, communication, and attention to detail.Demonstrated interest in using AI, automation, and financial technology to improve accounting work.The ability to train employees with varying levels of accounting experience and technical confidence. Helpful, but Not RequiredExperience serving high-net-worth individuals, trusts, partnerships, family entities, or family offices.Experience in client accounting services, outsourced accounting, business management, or wealth management.Experience with QuickBooks Online, Sage Intacct, investment reporting systems, account aggregation tools, or workflow software.Experience implementing accounting software, automation, standardized templates, or process improvements.CPA, CMA, accounting degree, or equivalent practical accounting experience. You do not need to be an AI engineer or software developer. You do need to be curious, adaptable, comfortable in experimenting with approved technology, and capable of helping an accounting team change how it works. AI-generated or AI-assisted work must always be validated through appropriate accounting judgments and controls. Who This Role Is and Is Not For This role is well suited for a strong senior accountant, accounting supervisor, client accounting lead, or assistant controller who wants broader responsibility, meaningful influence, and an opportunity to develop as a people leader. It may not be the right fit for someone seeking a director-level position focused primarily on strategy, budgeting, or managing through multiple layers of staff. The person hired must enjoy being close to work and be willing to personally solve accounting and reporting problems. Why Join Plumb Work with sophisticated client situations involving multiple entities, accounts, and advisors.Help shape a growing accounting and reporting function rather than inherit a rigid bureaucracy.Partner directly with an internal product and software team.Influence how AI and automation are incorporated into real accounting workflows.Develop both accounting leadership and people-management capabilities.Join a company entering an important stage of growth and operational development.Work in a role with visibility, accountability, and a potential path to broader leadership. Position Details Title Family Office Accounting & Reporting Lead Employment Full-time Location Primarily on-site in La Jolla, California, with limited flexibility after the person is fully established in the role Reporting Relationship Reports to the designated operations executive and works closely with company leadership, client service, product, and engineering Compensation $95,000-$115,000 base salary, depending on accounting depth and leadership experience, plus a performance-based bonus Role Level Key member of the accounting operations leadership team; hands-on team lead rather than enterprise operations director Work Model Full-time, primarily on-site How to Apply Please submit your resume and a brief note explaining why this role is relevant to your experience, why Plumb interests you, and how you have led people or improved accounting work. Strong candidates may not meet every listed qualification; we value accounting capability, judgment, initiative, follow-through, and leadership potential. Applicants may apply through the service where this posting appears or contact: or Equal Opportunity Employer. Plumb considers applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability . click apply for full job details
About the Company: VAAS Professionals, LLC is a forward thinking CPA and Management Consulting Firm dedicated to excellence in financial reporting, compliance, and advisory services. We support a diverse portfolio of commercial, government, and nonprofit clients. Our culture is rooted in integrity, collaboration, continuous learning, and a commitment to delivering high quality results. About the Role: We are seeking an experienced Certified Public Accountant to provide part-time audit support for engagements related to State, Local, and Education (SLED) work. This role will support financial audits, compliance reviews, and internal control assessments in accordance with applicable governmental accounting standards and regulatory requirements. The ideal candidate brings hands on government audit experience, strong documentation skills, and the ability to work independently while collaborating effectively with audit teams and government stakeholders. The Certified Public Accountant (CPA) will play a critical role in managing and overseeing the tax-related functions of our organization, ensuring full compliance with federal and state tax laws. This position requires the preparation, review, and filing of accurate tax returns for individuals, businesses, and partnerships, while also developing strategic tax plans to optimize financial outcomes. Minimum Qualifications: Certified Public Accountant (CPA) license in good standing. Bachelor's degree in Accounting, Finance, or a related field. Proven experience in tax preparation, tax planning, and tax compliance within the United States. Strong knowledge of United States Generally Accepted Accounting Principles (GAAP). Demonstrated expertise in corporate tax, partnership taxation, and individual tax returns. Preferred Qualifications: Active Certified Public Accountant (CPA) license (required) Bachelor's degree in Accounting, Finance, or related field 3+ years of audit experience, preferably including: Government audits State or local government entities Ability to manage multiple priorities and meet deadlines in a fast-paced environment. Strong understanding of:GAAP and GAAS Government Auditing Standards (Yellow Book) Internal control frameworks Strong analytical, organizational, and documentation skills Ability to work independently with minimal supervision Proficiency in Microsoft Excel and Word Responsibilities include but are not limited to: Support financial and compliance audits for SLED and related government programs Review and analyze financial statements, general ledger activity, and supporting documentation Evaluate internal controls andidentifyrisks, deficiencies, and compliance issues Prepare audit workpapers, schedules, and draft audit findings Support responses to audit inquiries and requests for information Document audit results clearly andin accordance withprofessional standards Coordinate with internal staff, external auditors, and government representatives Maintain confidentiality and adhere to data security and government information requirements Perform audit procedures in accordance with: Generally Accepted Auditing Standards (GAAS) Government Auditing Standards (Yellow Book)Applicable state and federal regulations Job Details: Location: Atlanta, GA (Hybrid) Schedule: Full time position Salary: Competitive salary commensurate with experience. Compensation details: 00 Yearly Salary PI4ce4e53d5-
07/17/2026
Full time
About the Company: VAAS Professionals, LLC is a forward thinking CPA and Management Consulting Firm dedicated to excellence in financial reporting, compliance, and advisory services. We support a diverse portfolio of commercial, government, and nonprofit clients. Our culture is rooted in integrity, collaboration, continuous learning, and a commitment to delivering high quality results. About the Role: We are seeking an experienced Certified Public Accountant to provide part-time audit support for engagements related to State, Local, and Education (SLED) work. This role will support financial audits, compliance reviews, and internal control assessments in accordance with applicable governmental accounting standards and regulatory requirements. The ideal candidate brings hands on government audit experience, strong documentation skills, and the ability to work independently while collaborating effectively with audit teams and government stakeholders. The Certified Public Accountant (CPA) will play a critical role in managing and overseeing the tax-related functions of our organization, ensuring full compliance with federal and state tax laws. This position requires the preparation, review, and filing of accurate tax returns for individuals, businesses, and partnerships, while also developing strategic tax plans to optimize financial outcomes. Minimum Qualifications: Certified Public Accountant (CPA) license in good standing. Bachelor's degree in Accounting, Finance, or a related field. Proven experience in tax preparation, tax planning, and tax compliance within the United States. Strong knowledge of United States Generally Accepted Accounting Principles (GAAP). Demonstrated expertise in corporate tax, partnership taxation, and individual tax returns. Preferred Qualifications: Active Certified Public Accountant (CPA) license (required) Bachelor's degree in Accounting, Finance, or related field 3+ years of audit experience, preferably including: Government audits State or local government entities Ability to manage multiple priorities and meet deadlines in a fast-paced environment. Strong understanding of:GAAP and GAAS Government Auditing Standards (Yellow Book) Internal control frameworks Strong analytical, organizational, and documentation skills Ability to work independently with minimal supervision Proficiency in Microsoft Excel and Word Responsibilities include but are not limited to: Support financial and compliance audits for SLED and related government programs Review and analyze financial statements, general ledger activity, and supporting documentation Evaluate internal controls andidentifyrisks, deficiencies, and compliance issues Prepare audit workpapers, schedules, and draft audit findings Support responses to audit inquiries and requests for information Document audit results clearly andin accordance withprofessional standards Coordinate with internal staff, external auditors, and government representatives Maintain confidentiality and adhere to data security and government information requirements Perform audit procedures in accordance with: Generally Accepted Auditing Standards (GAAS) Government Auditing Standards (Yellow Book)Applicable state and federal regulations Job Details: Location: Atlanta, GA (Hybrid) Schedule: Full time position Salary: Competitive salary commensurate with experience. Compensation details: 00 Yearly Salary PI4ce4e53d5-
Senior Accountant I Madison, WI Be More Than an Accountant-Become a Trusted Business Advisor! Do you enjoy building relationships with clients just as much as you enjoy accounting? Are you looking for an opportunity where your expertise goes beyond preparing financial statements and tax returns? At Certco, Inc., we're looking for an experienced Senior Accountant to join our team! In this role, you'll partner with a portfolio of independent retail clients, helping them navigate everything from monthly financial reporting and payroll to tax preparation and business guidance. If you have public accounting experience and enjoy working with a variety of clients, this is an opportunity to make a real impact while advancing your career. What You'll Do As a Senior Accountant, you'll become a trusted resource for your clients by: Preparing monthly financial statements, journal entries, and bank reconciliations. Managing payroll, sales and use tax filings, payroll tax filings, and year-end 1099 reporting. Preparing and assisting with business and individual income tax returns. Building lasting relationships by providing exceptional client service and financial guidance. Assisting clients with QuickBooks Online setup, troubleshooting, and best practices. Researching accounting and tax questions while ensuring compliance with federal, state, and local regulations. Mentoring junior accounting staff and sharing your expertise. Identifying opportunities to improve accounting processes and efficiencies. What We're Looking For We're seeking someone who is passionate about accounting and enjoys helping businesses succeed. Qualifications include: Associate degree in Accounting (Bachelor's degree preferred). 3-5 years of accounting experience, preferably in public accounting. Experience preparing business and individual tax returns. Strong knowledge of financial statement preparation and month-end accounting. Experience with QuickBooks Online and Microsoft Excel. Excellent communication, organizational, and client service skills. Ability to manage multiple client relationships and deadlines while maintaining a high level of accuracy. Why Join Certco? At Certco, you're more than just an employee-you become part of a team committed to supporting independent retailers throughout the Midwest. We offer an outstanding benefits package, including: Competitive compensation Comprehensive medical, dental, and vision insurance Generous 401(k) with company match and profit sharing Paid time off and paid holidays Tuition reimbursement Wellness program including gym reimbursement, on-site fitness center, weekly chiropractic care, chair massages, flu shots, and smoking cessation support Career development and advancement opportunities A collaborative, family-oriented culture recognized as a Wisconsin Top Workplace three years in a row! Why This Role Stands Out This position is perfect for someone who enjoys the variety and client interaction of public accounting but wants the opportunity to build long-term relationships and make a meaningful impact without the demands of a traditional public accounting environment. If you're looking for a rewarding accounting career where your expertise helps businesses grow and succeed, we'd love to hear from you! Apply today and help shape the financial success of independent retailers across the Midwest! Position Summary The Accounting Senior is responsible for providing comprehensive accounting and tax services to a portfolio group of retail clients. This role is ideal for an accounting professional with public accounting experience who enjoys working with multiple clients, preparing monthly compiled financial statements, with some experience with tax returns, and serving as a trusted advisor. Responsibilities include monthly accounting, payroll, sales and use tax, and business and individual tax preparation while ensuring exceptional client service and compliance with applicable regulations. Essential Job Functions Manage the accounting and tax needs for a group of retail clients. Build and maintain strong client relationships by delivering timely, accurate financial information and responsive service. Prepare monthly financial statements, journal entries, and bank reconciliations. Prepare and file sales and use tax returns, payroll tax filings, and year-end 1099 reporting. Prepare or assist with Corporation, S-Corporation, Partnership, and Individual income tax returns. Maintain fixed asset and depreciation schedules. Review accounting records for accuracy and identify opportunities for process improvements. Assist clients with QuickBooks Online setup, troubleshooting, and best practices. Research and respond to client accounting and tax questions. Mentor and provide guidance to junior accounting staff on accounting, payroll, and sales tax. Ensure compliance with accounting standards and federal, state, and local tax regulations. Perform other related duties as assigned. Maintain regular attendance and comply with the company attendance policy Preferred Qualifications 3-5 years of accounting experience, preferably in a public accounting firm serving multiple clients. Experience preparing business and individual tax returns. Strong knowledge of financial statement preparation and month-end journal entries. Experience with QuickBooks Online and tax preparation software. Proficiency in Microsoft Excel. Strong organizational skills with the ability to manage multiple client deadlines. Excellent communication and client relationship management skills. Ability to work independently while collaborating effectively with a team. High level of professionalism and confidentiality. Education Associate degree in accounting required. Bachelor's degree in accounting or related field preferred. Ideal Background This is an excellent opportunity for a public accounting professional who enjoys working with clients and wants to leverage their experience preparing financial statements, tax returns, and providing accounting and tax guidance in a client-focused role. Certco is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. PId860ffcb7f98-3808
07/17/2026
Full time
Senior Accountant I Madison, WI Be More Than an Accountant-Become a Trusted Business Advisor! Do you enjoy building relationships with clients just as much as you enjoy accounting? Are you looking for an opportunity where your expertise goes beyond preparing financial statements and tax returns? At Certco, Inc., we're looking for an experienced Senior Accountant to join our team! In this role, you'll partner with a portfolio of independent retail clients, helping them navigate everything from monthly financial reporting and payroll to tax preparation and business guidance. If you have public accounting experience and enjoy working with a variety of clients, this is an opportunity to make a real impact while advancing your career. What You'll Do As a Senior Accountant, you'll become a trusted resource for your clients by: Preparing monthly financial statements, journal entries, and bank reconciliations. Managing payroll, sales and use tax filings, payroll tax filings, and year-end 1099 reporting. Preparing and assisting with business and individual income tax returns. Building lasting relationships by providing exceptional client service and financial guidance. Assisting clients with QuickBooks Online setup, troubleshooting, and best practices. Researching accounting and tax questions while ensuring compliance with federal, state, and local regulations. Mentoring junior accounting staff and sharing your expertise. Identifying opportunities to improve accounting processes and efficiencies. What We're Looking For We're seeking someone who is passionate about accounting and enjoys helping businesses succeed. Qualifications include: Associate degree in Accounting (Bachelor's degree preferred). 3-5 years of accounting experience, preferably in public accounting. Experience preparing business and individual tax returns. Strong knowledge of financial statement preparation and month-end accounting. Experience with QuickBooks Online and Microsoft Excel. Excellent communication, organizational, and client service skills. Ability to manage multiple client relationships and deadlines while maintaining a high level of accuracy. Why Join Certco? At Certco, you're more than just an employee-you become part of a team committed to supporting independent retailers throughout the Midwest. We offer an outstanding benefits package, including: Competitive compensation Comprehensive medical, dental, and vision insurance Generous 401(k) with company match and profit sharing Paid time off and paid holidays Tuition reimbursement Wellness program including gym reimbursement, on-site fitness center, weekly chiropractic care, chair massages, flu shots, and smoking cessation support Career development and advancement opportunities A collaborative, family-oriented culture recognized as a Wisconsin Top Workplace three years in a row! Why This Role Stands Out This position is perfect for someone who enjoys the variety and client interaction of public accounting but wants the opportunity to build long-term relationships and make a meaningful impact without the demands of a traditional public accounting environment. If you're looking for a rewarding accounting career where your expertise helps businesses grow and succeed, we'd love to hear from you! Apply today and help shape the financial success of independent retailers across the Midwest! Position Summary The Accounting Senior is responsible for providing comprehensive accounting and tax services to a portfolio group of retail clients. This role is ideal for an accounting professional with public accounting experience who enjoys working with multiple clients, preparing monthly compiled financial statements, with some experience with tax returns, and serving as a trusted advisor. Responsibilities include monthly accounting, payroll, sales and use tax, and business and individual tax preparation while ensuring exceptional client service and compliance with applicable regulations. Essential Job Functions Manage the accounting and tax needs for a group of retail clients. Build and maintain strong client relationships by delivering timely, accurate financial information and responsive service. Prepare monthly financial statements, journal entries, and bank reconciliations. Prepare and file sales and use tax returns, payroll tax filings, and year-end 1099 reporting. Prepare or assist with Corporation, S-Corporation, Partnership, and Individual income tax returns. Maintain fixed asset and depreciation schedules. Review accounting records for accuracy and identify opportunities for process improvements. Assist clients with QuickBooks Online setup, troubleshooting, and best practices. Research and respond to client accounting and tax questions. Mentor and provide guidance to junior accounting staff on accounting, payroll, and sales tax. Ensure compliance with accounting standards and federal, state, and local tax regulations. Perform other related duties as assigned. Maintain regular attendance and comply with the company attendance policy Preferred Qualifications 3-5 years of accounting experience, preferably in a public accounting firm serving multiple clients. Experience preparing business and individual tax returns. Strong knowledge of financial statement preparation and month-end journal entries. Experience with QuickBooks Online and tax preparation software. Proficiency in Microsoft Excel. Strong organizational skills with the ability to manage multiple client deadlines. Excellent communication and client relationship management skills. Ability to work independently while collaborating effectively with a team. High level of professionalism and confidentiality. Education Associate degree in accounting required. Bachelor's degree in accounting or related field preferred. Ideal Background This is an excellent opportunity for a public accounting professional who enjoys working with clients and wants to leverage their experience preparing financial statements, tax returns, and providing accounting and tax guidance in a client-focused role. Certco is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. PId860ffcb7f98-3808
Description: About Us Debits still go on the left, but at LJB CPA, we believe accounting is about more than numbers. It's about enhancing the lives of our clients, team members, and by extension, the people who matter most to them. We provide tax, accounting, advisory, and consulting services that help our clients make confident decisions, navigate challenges, seize opportunities, and build stronger businesses. We're experiencing an exciting season of growth and are looking for people who are eager to learn, collaborate, and make a difference. We believe great client service starts with great people, and we're committed to creating opportunities for professional development, meaningful work, and long-term success. Position Summary We are seeking an experienced Tax Manager to join our team. This role oversees tax engagements from planning through completion, mentors staff accountants, manages client relationships, and contributes to the firm's billing and profitability goals. This is an in-office position based in our Dallas office. Key Responsibilities Manage and review individual, business, and/or fiduciary tax returns for accuracy and compliance Develop and implement tax planning strategies for clients Mentor, train, and supervise staff accountants and senior associates, providing feedback and supporting their professional growth Manage client relationships, serving as a primary point of contact for assigned accounts Prepare and manage client billing, including monitoring engagement budgets, realization, and timely invoicing Communicate with clients regarding tax notices, deadlines, and planning opportunities Stay current on federal, state, and local tax law changes Collaborate with partners and other managers on firm initiatives and workflow management What We Offer Competitive salary based on experience Work-life balance, including reasonable hours especially outside of peak tax season Health, dental, and vision insurance 401(k) with firm match Flexible time off CPE support / continuing education reimbursement Supportive, team-oriented office culture LJB CPA is an equal opportunity employer. Requirements: CPA license required (or actively pursuing CPA with relevant experience) 5+ years of progressive tax experience in public accounting Proven experience mentoring, training, or supervising staff Experience with client billing, engagement budgets, and realization management Strong knowledge of federal and state tax regulations Excellent communication and client relationship skills Proficiency with tax preparation, tax planning, and research software (e.g., Lacerte, CCH Axcess, Holistiplan) Must be authorized to work in the United States (we are unable to sponsor work visas for this position) PIaa40-8334
07/16/2026
Full time
Description: About Us Debits still go on the left, but at LJB CPA, we believe accounting is about more than numbers. It's about enhancing the lives of our clients, team members, and by extension, the people who matter most to them. We provide tax, accounting, advisory, and consulting services that help our clients make confident decisions, navigate challenges, seize opportunities, and build stronger businesses. We're experiencing an exciting season of growth and are looking for people who are eager to learn, collaborate, and make a difference. We believe great client service starts with great people, and we're committed to creating opportunities for professional development, meaningful work, and long-term success. Position Summary We are seeking an experienced Tax Manager to join our team. This role oversees tax engagements from planning through completion, mentors staff accountants, manages client relationships, and contributes to the firm's billing and profitability goals. This is an in-office position based in our Dallas office. Key Responsibilities Manage and review individual, business, and/or fiduciary tax returns for accuracy and compliance Develop and implement tax planning strategies for clients Mentor, train, and supervise staff accountants and senior associates, providing feedback and supporting their professional growth Manage client relationships, serving as a primary point of contact for assigned accounts Prepare and manage client billing, including monitoring engagement budgets, realization, and timely invoicing Communicate with clients regarding tax notices, deadlines, and planning opportunities Stay current on federal, state, and local tax law changes Collaborate with partners and other managers on firm initiatives and workflow management What We Offer Competitive salary based on experience Work-life balance, including reasonable hours especially outside of peak tax season Health, dental, and vision insurance 401(k) with firm match Flexible time off CPE support / continuing education reimbursement Supportive, team-oriented office culture LJB CPA is an equal opportunity employer. Requirements: CPA license required (or actively pursuing CPA with relevant experience) 5+ years of progressive tax experience in public accounting Proven experience mentoring, training, or supervising staff Experience with client billing, engagement budgets, and realization management Strong knowledge of federal and state tax regulations Excellent communication and client relationship skills Proficiency with tax preparation, tax planning, and research software (e.g., Lacerte, CCH Axcess, Holistiplan) Must be authorized to work in the United States (we are unable to sponsor work visas for this position) PIaa40-8334
Skyworks LLC is a family-owned and operated construction equipment rental company. Skyworks is a team inspired by a positive culture to build exceptional customer experiences. Our corporate office in Buffalo, NY is looking for an experienced Staff Accountant. The Staff Accountant will: Assist with researching and reconciling general ledger accounts to bank accounts and sub ledger. Assist with the month end and year financial closing. Assist with bank field examinations Assist with Equipment appraisals. Prepare, analyze, and file sales, use, excise, and other tax returns and filing for multiple divisions and entities. Oversee the customer and vendor tax exemption tracking process to ensure that all required tax exemption certificates are properly filed in database systems and available for audit scrutiny. Analyze and provide guidance on tax compliance, tax laws and regulations, and related internal processes. Assist with states monthly and quarterly filings. Assist with special projects such as acquisitions. Other duties as assigned Minimum Qualifications for the Position: Bachelor's degree in Accounting, Finance or Business. Microsoft 365 suite Critical Competencies: Excellent verbal and written communication. Confidentiality, experience managing and protecting sensitive data and information. Multi-tasking and priority management, ability to manage deadlines. Strong attention to detail. Benefits: 401(k) 401(k) matching Dental insurance Disability insurance Health insurance Health savings account Life insurance Paid time off Vision insurance Compensation details: 0 Yearly Salary PIdf18eacfb5-
07/16/2026
Full time
Skyworks LLC is a family-owned and operated construction equipment rental company. Skyworks is a team inspired by a positive culture to build exceptional customer experiences. Our corporate office in Buffalo, NY is looking for an experienced Staff Accountant. The Staff Accountant will: Assist with researching and reconciling general ledger accounts to bank accounts and sub ledger. Assist with the month end and year financial closing. Assist with bank field examinations Assist with Equipment appraisals. Prepare, analyze, and file sales, use, excise, and other tax returns and filing for multiple divisions and entities. Oversee the customer and vendor tax exemption tracking process to ensure that all required tax exemption certificates are properly filed in database systems and available for audit scrutiny. Analyze and provide guidance on tax compliance, tax laws and regulations, and related internal processes. Assist with states monthly and quarterly filings. Assist with special projects such as acquisitions. Other duties as assigned Minimum Qualifications for the Position: Bachelor's degree in Accounting, Finance or Business. Microsoft 365 suite Critical Competencies: Excellent verbal and written communication. Confidentiality, experience managing and protecting sensitive data and information. Multi-tasking and priority management, ability to manage deadlines. Strong attention to detail. Benefits: 401(k) 401(k) matching Dental insurance Disability insurance Health insurance Health savings account Life insurance Paid time off Vision insurance Compensation details: 0 Yearly Salary PIdf18eacfb5-
Supervisors oversee engagements and direct staff efforts within the firm to assist our clients, management, owners and/or others charged with governance of privately held businesses, not for profit organizations, governmental entities, employee benefit plans and individuals. The Supervisor provides accounting, auditing, tax and/or other consulting services to clients within established firm and accounting guidelines. Other reasonable duties as assigned. Supervisor will perform all duties described in the staff and senior accountant job description. In general, approximately 75% - 80% of your time will be associated with these assigned tasks to include but are not limited to: 1. Perform and/or oversee and review planning and fieldwork procedures in accounting and auditing engagements (including client inquiry, analytics and testing). 2. Perform and/or oversee and review the preparation of financial statements. 3. Perform and/or oversee and review the preparation federal and state income tax returns for corporate, individual, partnership, fiduciary, trusts, estates and non-profits. 4. Perform and/or oversee and review any other governmental filing as necessary. 5. Identify areas of concern or new areas that would require research of accounting and/or tax standards and applicable legislation. Perform the necessary research. 6. Continue to enhance communication skills with internal teams and management. 7. May serve as primary contact with a client. 8. Perform engagement evaluations of staff, senior accountants and interns on assigned engagements. The remaining 20% - 25% of your time will likely be devoted to the following: 1. Participate in firm directed CPE and on the job training. 2. Networking and business development 3. In-house projects (committees, working groups, etc.) 4. Mentoring, training, development of newer staff MINIMUM REQUIREMENTS Candidates must have a B.S. in Accounting or a closely related degree. MST, MSA or other industry related graduate degree is preferred. Must have a current, active CPA license. A minimum of three years of relevant professional work experience. Candidates must also have strong computer, communication and interpersonal skills, be organized, detail-oriented, energetic, and have a desire to learn. Must be able to excel in deadline-driven environment. Integrity, with an ability to handle confidential information is critical to this role. In addition, client contact is required, and this individual should be able to communicate effectively with client employees and members of a client's management. The Supervisor works a standard day shift in an office environment. Role may require travel or alternate work schedule based on client needs. Compensation details: 00 Yearly Salary PI7272eae23ab5-6656
07/16/2026
Full time
Supervisors oversee engagements and direct staff efforts within the firm to assist our clients, management, owners and/or others charged with governance of privately held businesses, not for profit organizations, governmental entities, employee benefit plans and individuals. The Supervisor provides accounting, auditing, tax and/or other consulting services to clients within established firm and accounting guidelines. Other reasonable duties as assigned. Supervisor will perform all duties described in the staff and senior accountant job description. In general, approximately 75% - 80% of your time will be associated with these assigned tasks to include but are not limited to: 1. Perform and/or oversee and review planning and fieldwork procedures in accounting and auditing engagements (including client inquiry, analytics and testing). 2. Perform and/or oversee and review the preparation of financial statements. 3. Perform and/or oversee and review the preparation federal and state income tax returns for corporate, individual, partnership, fiduciary, trusts, estates and non-profits. 4. Perform and/or oversee and review any other governmental filing as necessary. 5. Identify areas of concern or new areas that would require research of accounting and/or tax standards and applicable legislation. Perform the necessary research. 6. Continue to enhance communication skills with internal teams and management. 7. May serve as primary contact with a client. 8. Perform engagement evaluations of staff, senior accountants and interns on assigned engagements. The remaining 20% - 25% of your time will likely be devoted to the following: 1. Participate in firm directed CPE and on the job training. 2. Networking and business development 3. In-house projects (committees, working groups, etc.) 4. Mentoring, training, development of newer staff MINIMUM REQUIREMENTS Candidates must have a B.S. in Accounting or a closely related degree. MST, MSA or other industry related graduate degree is preferred. Must have a current, active CPA license. A minimum of three years of relevant professional work experience. Candidates must also have strong computer, communication and interpersonal skills, be organized, detail-oriented, energetic, and have a desire to learn. Must be able to excel in deadline-driven environment. Integrity, with an ability to handle confidential information is critical to this role. In addition, client contact is required, and this individual should be able to communicate effectively with client employees and members of a client's management. The Supervisor works a standard day shift in an office environment. Role may require travel or alternate work schedule based on client needs. Compensation details: 00 Yearly Salary PI7272eae23ab5-6656
