Accounting Manager - Santa Clara, United States - Advisory Services Ltd

Advisory Services Ltd Santa Clara, United States

1 week ago

Description

Job Title: Certified Public Accountant (CPA) and Advisory Firm Associate

Company Overview: We are a leading advisory firm specializing in providing professional services to a diverse clientele. With a commitment to excellence and innovation, we deliver tailored solutions to help our clients achieve their financial goals. Our firm values collaboration, integrity, and expertise, striving to exceed client expectations in every engagement.

Position Overview: As the center of accounting operations you

will play a key role in providing comprehensive financial services and strategic guidance to our clients. Your expertise in professional services, combined with your proficiency in Netsuite, will enable you to deliver exceptional value to our clients while contributing to the growth and success of our firm.

Key Responsibilities:

Financial Analysis and Reporting: Prepare and analyze financial statements, reports, and forecasts to provide valuable insights and recommendations to clients.
Tax Planning and Compliance: Assist clients in optimizing their tax strategies, ensuring compliance with relevant regulations, and identifying opportunities for tax savings.
Advisory Services: Provide strategic guidance to clients on a wide range of financial matters, including budgeting, cash flow management, risk assessment, and business expansion.
Netsuite Expertise: Utilize your proficiency in Netsuite to streamline accounting processes, enhance efficiency, and improve financial transparency for clients.
Client Relationship Management: Build and maintain strong relationships with clients, serving as a trusted advisor and understanding their unique needs and objectives.
Project Management: Lead or contribute to various client projects, coordinating with cross-functional teams to deliver high-quality solutions within agreed timelines and budgets.
Continuous Learning and Development: Stay updated on industry trends, regulatory changes, and best practices, continuously enhancing your skills and knowledge to better serve clients and contribute to firm growth.
Team Collaboration: Work closely with colleagues across departments, leveraging collective expertise and resources to deliver integrated solutions and exceptional client service.

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