5-7 years of public accounting and industry experience required (minimum of 3 years in public accounting)
3+ years prior supervisory experience in a team setting
Bachelor's degree in accounting or equivalent required
CPA license preferred
Familiarity with diverse industries including tech, biotech, and life sciences
Strong verbal and written communication skills
Detail-oriented with an ability to motivate engagement teams
Responsibilities
Interact directly with clients while managing tasks independently and collaboratively
Develop specialized expertise across multiple domains
Enhance personal and team skills through knowledge sharing and mentorship
Prepare for and facilitate meetings with clients and team members
Conduct complex transaction analyses, including IPOs and M&A
Understand and apply technical accounting standards and SEC regulations
Generate client engagement opportunities and nurture relationships for ongoing service delivery
Benefits
Professional development and training opportunities
Collaborative work environment with talented professionals
Career growth potential through diverse project exposure
Networking opportunities through client interactions
Support for work-life balance, including minimal travel expectations
Full Job Description
Responsibilities:
As a manager, you will interact with clients directly. Not only will you work independently, but you'll also collaborate with a diverse group of talented professionals.
Developing specialized expertise in multiple areas
Strengthen personal capabilities to broaden new skills and deepen existing skills
Share experiences with junior team members
Communicate with engagement leadership
Prepare for and facilitate client and team meetings
Willing to take on new challenges and step out of comfort zone
Provide excellent timely client service, deliver high quality work, and strengthen client relationships
Add value through complex transaction analyses including IPOs, M&A, Divestitures, SPACs/Reverse Mergers, and Debt/Equity private placements.
Understand technical accounting, FASB, and SEC rules and regulations, client deadlines and deliverables, requests, and preferences to deliver excellent client services
Identify, analyze, and conclude on generally accepted accounting principles for the client and consult with senior manager, director, or engagement partner
Begin to supervise, coach and mentor all levels of staff and contribute to performance feedback and training. Develop and communicate workplace culture and code of conduct
Strengthen client relationships and begin to generate additional engagement opportunities through excellent quality, timely execution and strategic approach to service delivery (i.e., One Firm - Passion, Pride and Purpose);
Support growth efforts through pursuits, market research and maintaining a network I.e., your social capital.
Foster relationships with clients to successfully prepare and complete audits
Add value to public and private clients in any of the following:
Detailed revenue analysis and revenue recognition - existing and future products/services
Equity - stock compensation, warrant accounting, and EPS
Draft or review complex sets of financial statements, financial statement disclosures, MD&A, critical accounting policies, Capitalization table and SEC comment letter responses
SEC Reporting, including S-1, F-1, 10K, 20-F, 10Q, 8K, 6K and other filings
Global accounting activities including IFRS, foreign currency and consolidations
Desired Skills & Experience:
5 - 7 years of public accounting and industry experience required (minimum of 3 years in public accounting)
3 or more years of prior supervisory experience in a team environment
Bachelor's degree in accounting or equivalent required
CPA license preferred
Experience and familiarity with broad range of industries including those such as tech, biotech, and life sciences
Professional and personable demeanor
Passion for helping clients with a strong interest in technical accounting
Hard working, disciplined, detail oriented and ability to motivate engagement teams
Ability to manage teams and own their work product
Proven solid verbal and written communication skills
Aptitude for technical accounting research and self-education, desire to learn and be an expert
Ability to act and lead as a primary client contact
Knowledge of IFRS or other international accounting standards a plus
Proficient in the use of Microsoft Office Suite with strong Excel skills
