A national accounting, audit, and consulting firm specializing in real estate, community development, and government sectors.
Assist in tax and audit engagements, client research, and reporting under supervision.
12 days ago ago
$75,000 - $81,000
Junior (1-3 years)
Full Time
Walnut Creek, CA
Hybrid
Company Size
550 Employees
Service Specialisms
Audit
Tax
Valuation
Property Compliance
Consulting
Government Consulting
Valuation Advisory
Litigation Support
Sector Specialisms
Affordable Housing
Community Development
Historic Preservation
Opportunity Zones
Renewable Energy
Real Estate
Government
Buildings
Role
Description
time entry
tax audits
audit engagement
client relations
risk management
data analysis
Adhere to internal Firm deadlines (time entry)
Complete tax and/or audit engagements for designated clients as directed by your Supervisor or Manager
Develop effective client relationships through professionalism and follow-through
Maintain a professional demeanor with coworkers and clients
Identify and communicate potential problem areas during engagements
Conduct business-specific research – gather and analyze data, interpret results, compile reports and make recommendations to principals and partners
Requirements
accounting
tax
cpa
microsoft office
bachelor's
public accounting
Exhibit a basic understanding of accounting and tax rules
Up to 1 year of experience in public accounting or 1-3 years of experience in an internal accounting role and/or appropriate balance of education and work experience
Available to work evenings and weekends based on position needs and to travel domestically if required
Bachelor’s degree, preferably in accounting or finance
Ability to work collaboratively and foster a productive, team-oriented environment with both colleagues and clients
Excellent verbal and written communication skills
Perform work accurately and in a time-efficient manner with strong attention to detail, organization and follow-through
Ability to work under close supervision and accept constructive feedback, making adjustments as directed
Ability to contribute ideas and add value to designated team
Ability to sit for the CPA exam or passed sections of the CPA exam is a plus
Strong computer skills, including solid skill in the Microsoft Office suite (particularly Word & Excel) and report writing tools
Benefits
Competitive benefits package
Competitive salaries with continuous review of market conditions
Opportunities to engage with our active Employee Resource Groups (ERGs), affinity groups, and advance your career within a supportive, inclusive environment
Strong growth opportunities
Compensation: $75,000 to $81,000 depending on experience. More is possible if experience dictates.
Discretionary annual bonuses for eligible positions & CPA bonus plan
Inclusive workplace, providing strong professional growth and development opportunities.
Remote and hybrid opportunities
Dress for your day policy
Flexible working hours and work arrangements
Increased number of paid holidays per year
401(k) package with firm profit-sharing
Training + Development
Information not given or found
Interview process
Information not given or found
Visa Sponsorship
Information not given or found
Security clearance
Information not given or found
Company
Overview
1989 Founded
Year Established
The year the company was established, marking its long-standing presence in the industry.
specializes in serving real estate, community development, and government sectors with tailored financial services.
With offices across the country, offers expertise in affordable housing, low-income housing tax credits, and tax credit syndication.
known for deep involvement in policy-making, helping shape the tax code and community development programs.
clients range from developers and financial institutions to government agencies and non-profit organizations.
reputation for excellence makes them a go-to resource for complex financial projects and consulting services.
broad industry expertise covers tax credits to property management and audit services, focusing on real estate and community development.
Culture + Values
Committed to the highest level of professional integrity and client service.
Believes in building lasting relationships based on trust and mutual respect.
Values continuous learning and professional development for all team members.
Fosters an environment of teamwork and collaboration.
Supports a culture of excellence, encouraging employees to challenge themselves and grow.
Environment + Sustainability
Net-Zero by 2050
Long-Term Sustainability Goal
Aims to achieve net-zero emissions as part of its sustainability efforts.
Committed to reducing environmental impact.
Implemented energy-saving initiatives and promotes sustainable office practices.
Active in renewable energy and green building projects.
Inclusion & Diversity
Employees feel valued and respected in a diverse and inclusive workplace.
Diversity goals are established and prioritized at all levels of the organization.
Employee resource groups are supported to foster a sense of community.
Regular reviews and reporting on diversity and inclusion metrics are conducted to drive continuous improvement.