Supervise accounting, audit, tax, compilation, and review engagements for closely held businesses. Organize client assignments, financial statement projects, deadlines, and related work while coaching, mentoring, and directing team members. Manage client relationships with CFOs and business owners, support firm and professional development goals, and use tax, audit, and accounting software to deliver high-quality services.
Company Description
Advantage Group is a retained search firm based out of the San Francisco Bay Area specializing in senior and executive level placements with stable and rapidly growing clients nationally.
We have established deep relationships, some lasting over 20 years, with real decision makers.
We offer long term opportunities along with a real understanding of the companies that we represent.
We will provide insight and information ensuring that you are making the right decision about the right opportunity for you. We are as committed to and passionate about your success as we are about the companies that we represent.
Job DescriptionThis role is with a well-established, stable and growing firm located in the Walnut Creek area.
It will be integral to the accounting of closely and privately held businesses and will be responsible for organizing and managing client assignments, reviews, financials and related projects.
While senior accounting roles are also available this role will also be responsible for coaching, mentoring, and directing team members in meeting client, firm and personal development goals and deadlines.
Qualifications- Is a licensed EA or CPA with 7 or more years of experience with public accounting, audit and tax
- Experience with the preparation of reviewed and compiled financial statements
- Experience managing Compilation, Review or Audit projects
- Experience with client interaction at CFO and Ownership levels.
- Professional proficiency with recognized tax, audit and accounting software systems (ideally CCH Engagement or Caseware)
- Is an excellent verbal and written communicator
- Demonstrated success with and interest in mentoring and leading growing teams
- Has earned a Bachelor’s or Master's degree ideally in, or with a focus on, accounting
- This company offers an excellent array of benefits, real long term stability and career progression.
- This is a Hybrid role.
Similar Jobs
.jpeg)
Artificial Intelligence • Hardware • Information Technology • Machine Learning
Lead Micron’s silicon photonics discipline for optical interconnect pathfinding. Evaluate partner PIC designs, develop link architectures and budgets, co-specify photonic test chips, build behavioral models, define optical characterization requirements, and guide technology direction. The role spans device evaluation, electro-optical interface co-design, advanced packaging, and system-level performance analysis, requiring extensive silicon photonics experience and at least one fabrication cycle.
Top Skills:
Advanced PackagingDdrDie-To-Die InterfacesEdge CouplersGrating CouplersLumericalMixed-Signal Co-SimulationModulatorsOptical InterconnectsPdk-Based Design FlowsPhotodetectorsPhoton DesignPhotonic Integrated Circuits (Pic)Real-Number ModelingSerdesSilicon PhotonicsSynopsys OptodesignerVerilog-AWaveguidesWavelength-Division Multiplexing
Artificial Intelligence • Hardware • Information Technology • Machine Learning
Provides strategic legal counsel to technology and business teams on complex intellectual property and technology licensing transactions. Drafts and negotiates licensing, joint development, research, software, technology transfer, government, M&A, and related IP agreements. Advises on IP protection, government-funded research, policies, data security, open source, and contract compliance while partnering with engineering, leadership, and M&A teams.
Top Skills:
Artificial Intelligence (Ai)Data SecurityOpen Source SoftwareProduct Security
Artificial Intelligence • Hardware • Information Technology • Machine Learning
Leads strategic finance transformation and AI programs from scope definition through delivery. Coordinates cross-functional teams, timelines, resources, risks, change management, user acceptance testing, training, process improvement, and executive communications. Partners with finance leadership to resolve issues, support key decisions, ensure operational readiness, and deliver successful business outcomes using Agile and Waterfall methodologies.
Top Skills:
Agentic AiAgileMS OfficeMicrosoft ProjectSharepointWaterfall
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
