Advisory Senior Manager

Location: San Francisco, CA
Job Type: Direct Hire
Salary: $150,000.00 - $180,000.00
Date: 5/23/2018
Job ID: 02597682
Job Description
Top 25 CPA Firm—San Francisco or San Jose—Salary Commensurate with Experience
The Sizzle
  • Company has entrepreneurial spirit with tons of opportunity for career growth and upward mobility.
  • Company encourages work/life balance with generous PTO and office culture events.
  • Company offers competitive benefits and salary!
Position Summary
Seeking Senior Manager/Director in the Equity Management Solutions team to contribute to firm’s continuing success and accelerating growth. The role will help run the business, including managing the operations of the team, allocating projects and resources, and playing an integral role in quality control. Externally, work face-to-face with CFO’s, controllers, and accounting managers with the opportunity to build long-lasting clients. Internally, as an expert in equity accounting matters, build relationships across the firm’s audit and tax departments and be a mentor and leader within the broader CFO advisory practice.
Minimum Education & Experience
  • Bachelor’s Degree in Business or Accounting, CPA highly preferred.
  • 8+ years’ experience, 5+ years with technical accounting subjects.
  • Excellent knowledge of share-based compensation accounting.
  • Ability to work directly with clients, analyze risk, and determine solutions.
  • Facilitation techniques to determine client business requirements/direct client teams in completing tasks.
  • Excellent client management, consulting, communication, and leadership skills.
  • Troubleshooting and analytical skills with ability to think “outside the box” to solve problems.
  • Enthusiastic, positive-minded, customer focused, and service-oriented.
  • Knowledge of equity systems (Shareworks, Equity Edge Online, Certent) preferred; proficiency in Excel.
  • Ability to travel around the Bay Area.
Duties & Responsibilities
  • Use knowledge and expertise of equity instruments and accounting to meet the technical needs of clients and provide quality control to team.
  • Partner with practice leadership to manage team operations.
  • Manage multiple projects at a time and coordinate appropriate staff.
  • Manage client expectations and deliver high quality solutions on time within scope and budget.
  • Provide insights into operational metrics of team’s performance.
  • Provide leadership and contribute to development of new processes/procedures for service delivery, development of templates, documentation of best practices, training base of the team, etc.
  • Mentor staff and significantly contribute to team/resource building.
  • Draft/review technical accounting position papers clearly, concisely, and accurately and reference all applicable accounting research.
  • Translate and document client requirements into financial statements and exhibits.
  • Interact with financial statement audit teams (technical positions, disclosures, etc.)
  • Assist with scoping, budgeting, and proposing new client opportunities.