Careers

We don’t have any openings at the moment, but if you believe your skills align well with our company, we encourage you to send us your resume for future consideration.

Receptionist

JOB DESCRIPTION

Job Title: Receptionist
FLSA Status: Non-Exempt
Location: Woodland Hills/Beverly Hills
Department: Administration
Reports to: Office Manager

SUMMARY OF RESPONSIBILITIES

Provides general office support with a variety of clerical activities and related tasks. The receptionist will be responsible for answering incoming calls, directing calls to appropriate associates, mail distribution, flow of correspondence, requisition of supplies as well as additional clerical duties.

Audit Senior

JOB DESCRIPTION

Job Title: Audit Senior
FLSA Status: Exempt and Non-Exempt
Location: La Jolla/Woodland Hills
Department: Audit & Assurance
Reports to: Partner/Manager/Supervisor Group

SUMMARY OF RESPONSIBILITIES

• Execute the day-to-day activities of audit engagements of various clients, including planning and fieldwork
• Review audit engagement procedures performed by the audit staff in a timely and professional manner and ensure audit objectives met
• Prepare reports and communicates findings and recommendations to management
• Conduct intermediate technical research on engagement discrepancies and technical issues for new and existing clients and communicate any related accounting and auditing matters to managers and partners
• Develop and maintain a relationship with the client and proactively work with the client’s management to gather necessary audit information, identify issues, and make recommendations for business improvements and identify potential additional business opportunities
• Assist with and participate in in house training and informational meetings and participate in advanced continuing education as well as leadership and management training
• Partake in firm recruiting events as well as participate in intern selection, training, and feedback process
• Assist with planning and organization of projects and budgets, including preparing engagement budgets, meet budget deadlines, and communicate engagement progress in a timely and organized manner
• Achieve monthly and annual charge hour goals

Tax Senior

JOB DESCRIPTION

Job Title: Tax Senior
FLSA Status: Exempt and Non-Exempt
Location: La Jolla/Woodland Hills/Beverly Hills//Hybrid
Department: Accounting
Reports to: Partner/Manager Group

SUMMARY OF RESPONSIBILITIES

Senior Staff Accountant will be responsible for the review of various types of intermediate tax returns as well as tax planning and other bookkeeping and audit related tasks.  They will take part in the training, mentoring and general supervision of staff and facilitate individual and in house training.  Seniors will also be expected to assist with billing and build working relationships with current and prospective clients.

Tax Supervisor

JOB DESCRIPTION

Job Title: Tax Supervisor
FLSA Status: Exempt
Location: La Jolla/Woodland Hills /Beverly Hills
Department: Accounting
Reports to: Partner/Manager Group
Last Revision Date: 07-10-2024

SUMMARY OF RESPONSIBILITIES

Tax Supervisors will be responsible for reviewing advance tax returns, bookkeeping and accounting tasks.  They will help develop firm processes and procedures, manage workflow distribution and scheduling and train, give feedback and set an example for seniors, staff and interns.  As they gain knowledge in specific areas they will lead client services meetings and develop new business through networking and marketing initiatives.

Tax Manager

JOB DESCRIPTION

Job Title: Tax Manager
FLSA Status: Exempt
Location: Woodland Hills/Hybrid
Department: Accounting
Reports to: Partner/Manager Group

SUMMARY OF RESPONSIBILITIES

Tax Managers will be responsible for reviewing advanced tax returns, bookkeeping and accounting tasks.  They will fine tune firm processes and procedures, manage workflow distribution and scheduling, train, give feedback and set an example for supervisors, seniors, staff and interns.  They will participate in manager and committee meetings and head up firm initiatives to grow the firm’s people, clients and safety.

Tax Staff

JOB DESCRIPTION

Job Title: Tax Staff
FLSA Status: Non-Exempt
Location: La Jolla
Department: Accounting
Reports to: Manager/Supervisor Group

SUMMARY OF RESPONSIBILITIES

Staff Accountant will be responsible preparation of various types of tax returns as well as basic non-profit and trust returns.  They are able to prepare tax planning, assisting in audit and accounting engagements and fulfilling bookkeeping needs.  They will also have a good understanding of tax forms and other basic accounting principles as well as an ability to meet their budget and hour goals. 

We don’t have any openings at the moment, but if you believe your skills align well with our company, we encourage you to send us your resume for future consideration.