Overview
This role is part of a growing Technology Industry team serving a diverse client portfolio, including early-stage SaaS and PaaS startups as well as established companies preparing for acquisition or investment. Many clients have limited internal accounting resources and rely on the team for audits and guidance on GAAP complexities, foreign subsidiary considerations, and investor readiness. The position involves onboarding new clients, teaching, and building strong collaborative relationships.
Responsibilities
- Manage audit, review, and compilation engagements, overseeing multiple teams.
- Provide performance feedback to team members at the conclusion of engagements.
- Collaborate with Senior Managers, Directors, and Partners on risk assessment, audit procedures, and reporting.
- Oversee daily audit engagement operations including staffing, planning, budgeting, risk assessment, fieldwork, financial reporting, and engagement conclusion.
- Research and communicate guidance on complex accounting matters and transactions.
- Assist clients with GAAP compliance and adoption of FASB Accounting Standard Updates.
- Address client concerns proactively and resolve problems promptly.
- Serve as an instructor in firm and department training programs and meetings.
- Participate in and provide leadership for community, networking, and business development activities.
Requirements
- Bachelor's degree in accounting or finance.
- CPA license.
- Minimum of 5 years of experience, preferably in public accounting.
- Experience with revenue recognition, stock-based compensation, convertible debt, and capitalized software preferred.
- Experience with SAFE (Simple Agreements for Future Equity) preferred.
- Ability to travel up to 10% to client sites.
- Excellent written and verbal communication and interpersonal skills.
Compensation & Benefits
- Estimated base salary range: $97,000 to $145,000. Offers typically do not reach the maximum to allow for future salary increases.
- Actual salary depends on factors such as location, skills, experience, education, licensure, certifications, business needs, current associate pay, and applicable employment laws.
- Eligibility for an annual discretionary bonus based on individual and firm performance.
- Benefits include multiple health plan options (HMO & PPO), dental and vision coverage, HSA with potential employer contribution, Employee Assistance Program, firm-sponsored life and disability coverage, 401(k) savings plan with profit sharing and matching contributions.
- Additional benefits: well-being incentives, education and certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, travel rewards.
- Voluntary benefits: critical illness and accident insurance, hospital indemnity insurance, legal insurance, long-term care, pet insurance, ID theft protection, supplemental life/AD&D.
- Eligibility for benefits depends on annual hours expectation, position status/level, and location.
- Flexibility for many positions to be performed remotely; work preferences can be discussed during the interview process.
Equal Opportunity & Accommodations
The employer is an equal opportunity/affirmative action organization. All candidates receive consideration without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or other protected characteristics.
Reasonable accommodations are provided for applicants with disabilities during the application and recruitment process upon request.
Location
Remote work options available; travel up to 10% to client sites required.