Tax Manager
Accounting manager job in Irvine, CA
Pelletier & Leo
Irvine (Hybrid)
Are you a seasoned tax professional seeking a role where your expertise is truly valued, and your career growth is a priority?
Pelletier & Leo, a modern, full-service accounting firm founded by former Big 4 professionals, is seeking a Tax Manager to join our Irvine team. We are a boutique, fast-growing firm that prioritizes both employees and clients, offering a collaborative environment and a clear path to leadership.
What We Offer:
Engaging Client Work: Manage tax planning and preparation for high-net-worth individuals and closely held entities, including multi-entity, federal, and multi-state projects encompassing individuals, partnerships, corporations, and trusts.
Work-Life Balance: Enjoy a hybrid work schedule with a maximum of 50-60 hours during peak seasons, ensuring you have time for what matters most.
Competitive Compensation: Earn between $150,000 and $180,000, along with comprehensive benefits and flexibility to support your lifestyle.
Your Role:
Prepare and review both simple and complex tax returns, ensuring accuracy and compliance.
Provide strategic tax planning and resolve tax-related issues for our diverse client base.
Mentor and review the work of junior staff, fostering professional growth within the team.
What We're Looking For:
A CPA with a strong background in tax management, preferably with experience in a national or large local firm.
Proficiency in tax software such as Lacerte, CCH Axcess, and SurePrep, or the ability to adapt quickly.
A proactive individual who is ready to take on leadership responsibilities and contribute to the firm's growth.
Why Pelletier & Leo?
We believe in building careers, not just filling positions. Our firm is dedicated to providing opportunities for advancement, fostering a supportive culture, and ensuring that our team members are recognized and rewarded for their contributions.
Ready to take the next step in your career? Apply now and become a part of a firm that values your expertise and supports your professional journey.
Director of Government Accounting
Accounting manager job in Carlsbad, CA
Director of Accounting - Fast-Growing Tech Company! Are you interested in joining a fast-growing tech company committed to producing innovative products and services that change the way people live? Do you like to see your employer value your professional growth and efforts and want you to live a balanced life? If this sounds exciting to you, apply today!!
Who you are:
Bachelor's in Finance, Accounting, or other business field required (CPA required).
15+ years of progressive government accounting experience, including experience from public accounting (Big4/Top 10 Nat'l Firm)
Excellent understanding of US GAAP and government standards.
Excellent written and verbal communication skills.
Improvement mindset - you're constantly seeking to grow your skills and knowledge.
What you'll do:
Own everything related to government accounting.
Play a key role in ensuring compliance with government standards.
Be an advisor to management.
Lead and mentor a strong team of accountants.
Why work here:
Supportive leadership: You'll be directly reporting to a valued, respected, and intelligent manager with a reputation for building successful leaders.
Impact: Contribute to a team where your voice will be heard and interact cross-functionally with BU leaders to help ensure accurate forecasts and understand changes as appropriate.
Work, live, enjoy: this company recognizes the value of healthy and happy employees. They offer a gym membership, a casual but professional work environment, an awesome campus, a reasonable and flexible work schedule, and other health-related incentives.
Environment: New buildings with bright and open office plan, lounge areas, and contemporary meeting places.
What does this position pay?
Compensation is determined by several factors which may include skillset, experience level, and geographic location.
The expected range for this role is $200k - $275k base per year. Please note this range is an estimate and actual pay may vary based on qualifications and experience.
Please send your resume to Mike at mchiv@provenrecruiting.com - we'd love to hear from you!
Vice President Finance and Controller
Accounting manager job in Newport Beach, CA
Hoag Hospital Foundation
Vice President, Finance and Controller
Hoag Hospital Foundation (HHF) serves as the philanthropic arm of Hoag, one of California's leading not-for-profit health systems recognized for delivering exceptional healthcare and innovation. With an unwavering commitment to advancing Hoag's mission, the Foundation partners with donors, physicians, and the community to secure and steward the resources that sustain and expand Hoag's clinical excellence and patient care.
The Foundation has played a critical role in Hoag's growth and community impact, having successfully supported major capital campaigns that have transformed facilities, programs, and research. The organization is now nearing the close of its current $300 million campaign and preparing to launch an ambitious new campaign projected to exceed $1 billion-an extraordinary milestone in Hoag's history.
Under the leadership of newly appointed President Caroline Pereira, the Foundation is entering a transformative phase focused on modernization, enhanced governance, and expanded impact. This includes elevating financial stewardship, strengthening donor confidence through transparency and compliance, and ensuring Hoag's continued success as a premier healthcare destination in Southern California and beyond.
Vice President, Finance and Controller
The Vice President, Finance & Controller is a newly created executive leadership position that will report directly to Caroline Pereira, President of Hoag Hospital Foundation, and serve as a key member of the Foundation's leadership cabinet.
This pivotal role was established following the retirement of long-tenured Senior Vice President of Finance Geoff McCloskey, as the Foundation strategically bifurcated the position into two new leadership roles-one dedicated to finance and treasury, and another focused on operations.
The VP, Finance & Controller will provide financial oversight, strategic leadership, and operational excellence across all Foundation financial functions, including accounting, finance/treasury, fund administration, and gift services. This leader will serve as a trusted advisor to the President and a liaison to the Foundation's Board of Directors, routinely staffing Finance, Audit, and Investment Committees.
The ideal candidate is a mission-driven, strategic financial leader who brings deep nonprofit and foundation experience, proven technical expertise, and the ability to engage effectively with C-suite executives, board members, and major donors. This is a high-impact opportunity to shape the future of one of California's most respected healthcare foundations during an exciting period of growth and transformation.
Experience/Qualifications
Bachelor's degree in Accounting, Finance, or related field required; Master's degree (MBA or Accountancy) strongly preferred.
Certified Public Accountant (CPA) required; additional certifications (CMA, CGMA, or CIA) preferred.
Minimum of 10 years of progressive accounting and finance experience, including at least 5 years in leadership within a nonprofit or foundation environment; healthcare or hospital foundation experience strongly preferred.
Demonstrated success in financial reporting, audit coordination, fund accounting, budgeting, and strategic planning.
Deep understanding of donor fund accounting, UPMIFA, GAAP, and nonprofit tax standards.
Proven ability to engage confidently with C-suite executives, Board members, and major donors.
Experience managing cross-functional teams and fostering a culture of accountability, growth, and collaboration.
Strong technology proficiency, including CRM and financial systems relevant to nonprofit foundations.
Compensation
For the selected candidate, a complete and competitive compensation package will be offered which includes salary target of $267K-$276K dependent upon experience, bonus, long-term incentives, and a full suite of benefits.
Controller
Accounting manager job in San Diego, CA
Might you be looking to advance your career with an exciting direct hire Controller position with a well-established real estate firm in San Diego? If a challenging roll up your sleeves management position speaks to you please continue reading and apply right away!
Responsibilities of this Controller career opportunity include:
Oversee the financial wellbeing of the company.
Manage and mentor the accounting team.
CAM reconciliations.
Develop and implement process improvements to help with streamlining.
Liaison between accounting and property management teams to ensure smooth collaboration.
Handle all escalated issues and act as the primary accounting contact for clients.
Provide strategic financial support to drive company growth and operational success.
Minimum requirements:
8+ years of experience in general accounting.
Background in property management accounting; commercial real estate experience.
Familiarity with Yardi, AppFolio, or MRI.
Detail-oriented with a passion for improving systems and processes.
Strong communication skills for client and internal interactions.
Proven leadership skills and ability to coach a team.
Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, and 401K plan. Program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.
Equal Opportunity Employer/Veterans/Disabled. To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit *****************************************
Financial Planning and Analysis Manager
Accounting manager job in San Diego, CA
About the Job
Hello, potential PriceSmart candidate. We're on a mission to hire the very best, and are committed to creating exceptional employee experiences where everyone is respected and has access to equal opportunity. We realize the greatest contributions to the company can come from anywhere in the organization, and we know that the next one could be yours!
The FP&A Manager supports monthly, quarterly, and ad hoc reporting for internal stakeholders as well as analysis of key priorities to the executive team. Responsibilities include month-end close reporting and providing actionable insights, communicating financial results to finance leadership, and providing key support related to forecasts and headcount planning. The successful candidate will have excellent verbal and written communication skills with the demonstrated ability to influence both peers & leaders, a constant sense of curiosity about the business, strong sense of ownership, and a strategic mindset. This position requires strong organizational skills, attention to detail, and commitment to data integrity.
What You'll Do
The FP&A Manager performs a wide range of duties that may include, but are not limited to:
Support key internal and external reporting deliverables including monthly close, monthly business review, and quarterly earnings analysis to our executive team.
Support the quarterly rolling forecasting and annual plan process, including alignment of targets, processes, and timelines. Assist with the development and maintenance of forecast and budget templates.
Manage creation & compilation of executive presentations including monthly business review, quarterly materials, and other leadership meetings.
Support automated reporting and process optimization efforts including internal reporting and executive team KPIs.
Manage the headcount management financial planning system within Planning Analytics (TM1) and provide timely reporting.
Develop and maintain a strong knowledge of retail and general industry trends, practices and issues, while assessing and communicating their potential impact on the business.
Provide ad hoc analyses and special projects supporting finance leadership.
Who You Are
Qualifications:
Hands-on experience with Planning Analytics, or similar financial planning system or Business Performance system, a plus.
Exposure to the following is a plus: Data analytics visualization and BI reporting tools, and predictive models, such as IBM SPSS and Python.
Strong quantitative abilities.
Solid problem solving and time management skills.
Excellent communication skills with the ability to build relationships.
Ability to effectively manage and set priorities based on immediate and long-term business needs.
Comfortable performing ad-hoc research and analysis.
Detailed oriented with strong organizational, analytical, and problem-solving skills.
Strong influencing and interpersonal skills.
High level of commercial acumen.
Experience with multiple subsidiary structures and working with different functional currencies.
Education, Skills and Experience:
Bachelor's degree in Finance, Economics, or a relevant field.
Minimum of 5+ years of relevant analytical experience.
In-depth knowledge of accounting rules and regulations (including GAAP), as well as best practices for financial analysis.
Bilingual English/Spanish required.
Strong analytical and communication skills and demonstrated ability to translate to non-finance/accounting people.
Proficient in financial management software, with Planning Analytics experience preferred.
Advanced computer software skills, including Microsoft Excel, PowerPoint, and other Microsoft applications.
Some Important Intangibles
You feel connected to our mission and values: Integrity, Respect, Accountability, Passion, Community and Continuous Improvement
You are a self-starter who doesn't need direct supervision to motivate you for success
You enjoy sharing your quirkiness and talents with your coworkers
Enjoy working hard
Full of energy for the things one sees as challenging
The ability to remain calm when dealing with unforeseen constraints.
The above description is designed to state the general nature and level of work performed in the function. It is not intended to contain or be construed as an exhaustive inventory of all job duties, responsibilities and qualifications required of employees assigned to this job. A complete job description may be made available to you through the hiring process.
Benefits & Perks
We believe taking care of our people is the right thing to do. This is what we can offer for all your hard work:
Competitive pay
Medical, Dental and Vision plans
Employee Assistance Program
Education Assistance Program
401K Contributions
Life Insurance
LTD
PriceSmart Membership Card
Pet Insurance
Calm Meditation App
BenefitsHub for Employee Discounts
Fun events
Employee recognition
Supportive, nurturing environment with many opportunities for learning and growth
...and more!
Our Commitment
We not only embrace and celebrate the diversity of our membership base and communities, but also strive to achieve the same in our employees. At PriceSmart, we are committed to equal employment opportunity, regardless of race, color, religion, national origin, gender, sexual orientation, age, disability, veteran status or any other class protected by applicable law. We are proud to be an equal opportunity employer.
Get to know us
PriceSmart was founded with a purpose to inspire and impact the lives and businesses of our Members, our employees and our communities through the ethical delivery of the best quality goods and services at the lowest possible prices.
Throughout the years, we have constantly asked ourselves how we can do more and have a greater impact. We want to prove that we are a company that can grow, be profitable and do good in the world, and we have learned that it takes a great organizational culture to achieve that goal.
At PriceSmart, you can look forward to company events, anniversaries celebrating our employees with more than 20, or 30 years of tenure, volunteering and learning opportunities, and just great company filled with curious, kind folks. Dreaming up and sharing ideas aren't responsibilities reserved for certain teams or leaders; the challenge of building our own culture is on all of our shoulders. That sense of community and belonging keeps us excited to walk through the door everyday, wherever that door may be, in any of our 13 countries.
Assistant Accounting Manager
Accounting manager job in Irvine, CA
We are seeking a highly motivated and detail-oriented Assistant Manager of Accounting & Finance to support the financial operations of our growing manufacturing business. The ideal candidate will have a strong foundation in accounting principles, proven experience in operational finance, and the ability to develop high-quality presentation materials for internal and external stakeholders. Proficiency in Korean is strongly preferred to facilitate communication with overseas leadership and partners.
Key Responsibilities
Support daily accounting operations including accounts payable, accounts receivable, general ledger maintenance, and bank reconciliations
Assist in the preparation of monthly, quarterly, and annual financial statements in compliance with GAAP
Analyze financial performance and variances to support strategic business decisions
Coordinate the month-end and year-end closing processes and ensure timely and accurate reporting
Develop and deliver professional financial presentations (PowerPoint) for executive leadership, board meetings, and investors
Collaborate cross-functionally with operations, logistics, and production teams to ensure alignment of financial data with business activities
Liaise with external auditors, tax professionals, and compliance agencies during audits and reporting cycles
Maintain internal controls and support the implementation of process improvements across finance and operations
Communicate regularly with Korean-speaking leadership and business partners; translate financial documents as needed
Qualifications
Bachelors degree in Accounting, Finance preferred but not required
35 years of progressive experience in accounting or finance; prior experience in CPG or manufacturing sectors is highly desirable
Strong proficiency in accounting software (QuickBooks, SAP, NetSuite, or equivalent) and advanced Excel skills
Demonstrated ability to create high-impact business presentations for financial reporting, forecasting, and operational performance tracking
Bilingual in Korean and English (spoken and written) strongly preferred
Strong analytical skills, attention to detail, and ability to manage multiple priorities in a fast-paced environment
Knowledge of inventory management, cost accounting, and standard costing methodologies is a plus
Compensation & Benefits
Competitive salary commensurate with experience
Health, dental, and vision insurance
Paid time off and holidays
Opportunities for professional development and growth
Controller, Managed Accounting Services
Accounting manager job in Irvine, CA
Job Description
KBF is built differently. Pairing an entrepreneurial mindset combined with deep technical experience, KBF is a trusted partner and recognized tax, audit, and advisory leader, providing a comprehensive range of services designed to support our clients' growth and expansion.
Since day one, our growth has been rapid, requiring exceptional professionals that bring both technical skill and strategic vision to the table. Our culture combines the energy and flexibility of a start-up with the opportunity to develop and advance a career based on your strengths and interests.
KBF is currently seeking multiple Controllers to join our US Managed Accounting Services team in the following locations: Dallas, TX | Boston, MA | Los Angeles, CA | NYC | Charlotte, NC.
As the external client facing Controller at KBF within the Managed Accounting Services practice you will be responsible for assisting clients with closing their books monthly, properly recording revenue, documenting and performing analysis over cost accounting and other critical areas, maintaining financial records for various clients, assisting with internal budgets and internal processes, and review of other team members' work. This role will lead the monthly close of numerous client books in a variety of industries. This position will be a management level role with the expectation that client service is critical. The role will report to a Director of Managed Accounting Service and be supported by a team of accountants at other KBF global offices. Each Controller will manage between 15-25 clients depending on the workload and size of the clients.
Responsibilities
Comfortable working in a client facing role, working on business development, as well as relationship building all while ensuring client work is done at a premium level
A working manager that is comfortable rolling up their sleeves and doing what it takes to get the job done right.
Provide solutions to challenges proactively. Seek to understand the clients' business and use this knowledge to ensure transactions are recorded correctly. Leverage your full cycle accounting experience to streamline accounting processes for our clients.
Ability to plan, assign and review work performed by Bookkeepers working on engagements for accuracy as well as provide feedback for improvement. Assist in implementing new tools and software.
Own the financial monthly, quarterly, and year-end financial close processes, including assigned journal entries, balance sheet account reconciliations, accruals, and complex accounting items for multiple clients simultaneously. Develop a detailed close plan for each client and make sure all tasks are completed prior to scheduling a formal review with the Director of Managed Accounting Services.
Proactively manager project deadlines to ensure delivery of work product based on client expectations and deadlines.
Collaborate with the Managed Accounting Services and Tax teams regarding technical questions as well as progress of projects, tasks and associated budgets.
Review client financial performance on a monthly basis and make recommendations for improvement
Assist clients with properly recording transactions associated with revenue recognition (ASC 606), equity and leases to ensure GAAP compliance.
Collaborate with team members to make recommendations to clients associated with process improvements and KPIs/Dashboard improvements.
Perform other related duties as necessary or assigned
Comply with the firm's policies and procedures, such as timesheet submission, attendance policy, etc.
Qualifications & Requirements
Bachelor's degree in accounting or a related field
CPA license
Previous work experience as a Controller or similar role
In-depth working knowledge and understanding of U.S. General Accepted Accounting Principles (GAAP)
Ability to learn and work in multiple accounting systems and prioritize multiple tasks in a fast-paced, high-volume environment
Advanced level MS Excel skills
Excellent organizational skills and attention to detail
Motivated, quick learner with strong communication skills and demonstrated professionalism
Able to work independently and as part of a team to see projects through to completion
Individuals must be eligible to work in the U.S.
Dallas, TX | Boston, MA | Los Angeles, CA | NYC | Charlotte, NC
The salary range for this position reflects various factors that influence compensation decisions, such as skills, experience, training, certifications, licensure, geographic location, and other organizational requirements. At KBF Advisory, it is uncommon for a candidate to be hired at the high end of the salary range, as compensation is based on the unique qualifications and circumstances of each individual. The estimated current salary range for this role is $115,000 to $180,000.
Benefits are also a vital component of overall compensation. KBF is proud to offer a comprehensive range of quality benefits, including medical, dental, 401(k), pension, and more, to help protect your health, your family, and your way of life.
Director of Finance & Accounting
Accounting manager job in Carlsbad, CA
Job DescriptionHeadquartered in beautiful San Diego county, we are an award-winning general contractor focusing on multifamily projects. Due to growth and demand for our services, we are urgently looking for an experienced Finance & Accounting Director to join our team.
The Director is responsible for the overall financial management of the company. This includes overseeing the accounting department, preparing financial reports, and analyzing job cost to make informed business decisions. The ideal candidate will have a strong understanding of accounting and FP&A principles, preferably in construction environments. They will also be able to effectively manage a team and work independently to meet deadlines.
WHAT YOU'LL BE DOING
Lead and manage accounting staff
Financial reporting and analysis
Monitor and control project costs
Ensure compliance with financial regulations
Oversee accounts payable and receivable
Manage cash flow
WHAT YOU NEED FOR THE JOB
Bachelor's degree in Accounting or a related field
5+ years of experience in corporate accounting and financial analysis in compliance with GAAP principles
Strong experience in construction environments including job cost accounting, work in progress reports, and cost to complete analysis
Technical proficiency with tools like Sage, Procore, hh2, etc.
Excellent analytical and problem-solving skills
Strong communication and interpersonal skills
Experience managing direct reports preferred
BENEFITS
Competitive base salary
Comprehensive benefits package (Medical, Dental, Vision)
401k with company matching
PTO
Life Insurance options
Tuition reimbursement
Well-established company with excellent clients
Professional and fun company culture
If you are interested in this position, please apply today! Thank you for your time and consideration.
Director of Accounting
Accounting manager job in Irvine, CA
Director of Accounting - Tier-1 Real Estate firm in Orange County
A Tier-1 commercial real estate firm is seeking an Accounting Manager or Director of Accounting to oversee their GL and financial reporting team. Reporting directly up into the Corporate Controller, this role will help ensure compliance with GAAP, financial reporting and oversee some payroll functions. This role requires a strategic thinker who can manage cash flow, prepare financial reports, and lead a team of talented accounting professionals. This is a temp opportunity and the company is looking to hire quickly!
Duties
Manage the overall accounting functions including financial reporting, payroll, and general ledger accounting.
Ensure compliance with GAAP and SOX regulations while maintaining accurate financial records.
Prepare and analyze financial reports for management and regulatory bodies, ensuring accuracy and timeliness.
Oversee budget preparation and forecasting processes to support organizational goals.
Conduct balance sheet reconciliations and account analysis to ensure integrity of financial data.
Lead the month-end and year-end closing processes, ensuring all entries are accurate and complete.
Collaborate with internal teams to provide insights on financial performance and assist in strategic planning.
Train and mentor accounting staff to enhance their skills and ensure adherence to best practices.
Requirements
Bachelor's degree in Accounting, Finance or related field. CPA a plus but not required.
Public accounting background a plus, not required
Thrives in a fast-paced corporate accounting department, with proven ability to lead
Strong knowledge of financial analysis, budgeting, forecasting, and technical accounting principles.
Highly proficient with Excel and large ERP systems (SAP)
Strong analytical skills with the ability to interpret complex financial data effectively.
Exceptional attention to detail with a commitment to accuracy in all aspects of work.
Ability to communicate complex financial information clearly to non-financial stakeholders.
This is an excellent role for a proven Accounting Manager or Director of Accounting looking to work within a top-tier accounting department in Irvine. This is a temp opportunity, and company is looking to hire quickly. Please apply directly. Thank you!
Financial Reporting Manager
Accounting manager job in Newport Beach, CA
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own.
We're actively seeking a talented Financial Reporting Manager to join our Enterprise Divisional Accounting and Reporting team in Newport Beach, CA.
As Financial Reporting Manager, you'll drive Pacific Life's growth while advancing your career by being a part of the financial accounting function for the Institutional and Workforce Benefits Divisions. You'll execute the quarterly accounting close process, ensuring accuracy in GAAP and Statutory reporting through reconciliations, ledger reviews, disclosure preparation, and financial analysis. Additionally, you'll collaborate with FP&A teams on internal management reporting, spearhead major initiatives like product launches and finance transformation, and work closely with teams across reporting, valuation, investments, and technology.
*This is an INDIVIDUAL CONTRIBUTOR role that manages key processes and projects.
How you'll help move us forward:
Understand and apply accounting and financial reporting principles, insurance knowledge, and general business acumen.
Provide technical guidance to employees, colleagues and/or customers.
Lead efforts to tackle complex problems, applying ingenuity and creativity to develop solutions.
Work independently, with guidance in only the most complex situations.
Execution of daily, monthly, and quarterly accounting and reporting including review and approval of journal entries, reconciliations, and analysis of results to ensure completeness and accuracy of account balances.
Preparation of various financial reporting requirements, including quarterly and annual GAAP and statutory financial statements, compliance requests, audit requests, and internal management requests.
Preparation of fluctuation analysis of quarterly results, including presentation of results to management on a quarterly basis and utilization of tools and technology to generate data visualizations and data driven insights.
Execute initiatives for implementation of new products and enterprise transactions.
Support and lead projects pertaining to finance transformation initiatives including automation of existing manual processes, business process redesign and acceleration of the accounting close process.
Be recognized as an expert within the organization both within and beyond own function.
Solve unique or complex problems that have a broad impact on the business.
The experience you bring:
10+ years of accounting experience.
4-year accounting degree or equivalent experience.
Solid understanding of financial statement risks and controls.
Strong technical, analytical, organizational and problem-solving skills.
Ability to meet and manage responsibilities under tight time frames.
Excellent communication skills both oral and written.
Ability to work independently.
What makes you stand out:
Expertise in technical accounting and research, ensuring compliance with GAAP and STAT reporting requirements.
Strong background in the insurance industry.
Public accounting experience a plus.
CPA certification preferred.
Experience with User Acceptance Testing (UAT), system implementation, and system integration for financial applications.
Proficiency in financial systems, including Oracle ERP, Oracle EPM, Appian, Essbase, Workiva (WDesk).
Advanced expertise in financial statement analytics with a strong understanding of the structure, geography and components of line items to support accurate reporting and analysis.
Basic understanding of investments and derivatives accounting, with the ability to analyze financial instruments and their impact on financial statements.
You can be who you are.
We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife
#LI-TM1
Base Pay Range:
The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
$148,230.00 - $181,170.00
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.
Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation
EEO Statement:
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
Auto-ApplyDirector, General Accounting
Accounting manager job in Newport Beach, CA
The Director, General Accounting oversees operational accounting functions for the company including general ledger, accounts payable, payroll, global banking, accounting system administration, supervision of staff and security to ensure timely month end close and accurate reporting for the company. This position also heavily participates in Compliance.
ORGANIZATIONAL RELATIONSHIP
Under the general direction of the Senior Vice President Accounting, the Director, General Accounting (Controller) has frequent contact with associates at all levels throughout the organization; works closely with executive team members on various projects; has frequent contact with vendors; limited contact with hotel members.
DUTIES & RESPONSIBILITIES
Oversee the activities of the general accounting department, ensuring the accurate and timely processing of accounts payable, purchase orders, petty cash, core employee expense reports, cash control, core payroll processing and total corporate payroll tax compliance.
Establish and maintain systems and controls that verify the integrity of all systems, processes and data.
Respond to CFO as assigned with accurate and timely work to facilitate his/her financial needs.
Oversee administration of global bank accounts and corporate credit card program.
Participate in a wide variety of special projects and compile a variety of special reports.
Communicate with co-workers, management, clients and others in a courteous and professional manner.
Conform with and abide by all regulations, policies, work procedures and instructions.
Lead and manage accounting, global banking, reporting, disbursements and payroll staff, and function as back-up to these roles.
Work with our tax partners (Grant Thornton) to assure corporate income tax compliance
Supervise all financial reporting and audit functions
Provide timely monthly financial statement package to Executive Management
Manage the annual external audit, including audit for PHG China entity
Prepare the annual financial report and related disclosures
401K benefit administration, audit, financial statement and filing
Corporate shareholder information, dividends and related tax reporting
Manage the process for
Purchase Requisitions
Tradeshows, Road shows, Events & Meetings (TREM)
Consortia (Ibid)
Travel Management Companies
Global American Express Card program
QUALIFICATIONS
Worker characteristics are normally acquired through completion of a bachelor's degree in accounting; 10 plus years of experience in financial accounting and reporting. CPA is required.
excellent people management skills;
detail oriented,
strong organizational skills and
ability to prioritize and excel in a fast-paced environment;
excellent written and verbal communication skills;
self-starter,
highly motivated and flexible team player.
Microsoft Dynamics Great Plains 2018 or Business Central experience, a plus.
WORKING CONDITIONS
This role is hybrid based out of the Preferred Travel Group Newport Beach, CA office. Expected to work in the office 3 days per week. Working environment is a class-A professional office building. Office space is beautifully as well as functionally decorated including all required technology tools. Employee is seated most of the time.
REQUIRED TRAINING
Great Plains Training
Bi360 Training
DISCLAIMER
The above information on this description has been designed to indicate the general nature and level of work performed by associates within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.
SALARY
$130,000-160,000 annually; actual compensation within this range will be determined by multiple factors including candidate location, experience and expertise.
Auto-ApplyDirector, SEC Reporting & Technical Accounting
Accounting manager job in Newport Beach, CA
About the role
The Director of SEC Reporting & Technical Accounting will lead all aspects of technical accounting and SEC reporting for MicroTransponder. This executive will be responsible for managing the documentation, review, and communication of conclusions related to complex transactions, contracts, and the adoption of new accounting standards.
In this highly visible leadership role, the Director will play a critical part in supporting key business initiatives, strategic activities, and transactions while ensuring proper accounting treatment. They will oversee the preparation and filing of accurate, timely, and compliant financial reports and disclosures required by the SEC. By doing so, this role ensures the company complies with regulatory standards while providing transparent, high-quality financial information to shareholders and investors.
What you'll do
SEC Filings: Direct the preparation and submission of all periodic SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and other required filings, ensuring full compliance with regulatory requirements.
Coordinate with external auditors, legal counsel, and other stakeholders on filings.
Support the preparation of materials for the audit committee and investor relations.
Technical Accounting: Stay ahead of changes in accounting standards and SEC regulations, draft technical memos, and provide executive guidance on their impact to financial reporting and disclosures.
Research and interpret complex technical accounting topics (e.g., revenue recognition, stock-based compensation, leases, business combinations) according to U.S. GAAP.
Write technical accounting memos to document and support the company's accounting positions.
Assess the impact of new accounting standards and lead implementation efforts.
Review and approve the accounting for complex transactions.
Financial Statements: Oversee the preparation of financial statements, footnotes, and disclosures for SEC filings, ensuring accuracy and compliance with U.S. GAAP and SEC regulations.
Financial Analysis: Review and analyze financial data for accuracy and completeness, identifying issues and driving process improvements.
Internal Controls: Establish and maintain strong internal controls around SEC reporting to protect the integrity and accuracy of financial information.
Cross-Functional Collaboration: Partner with finance, legal, operations, and external auditors to gather inputs and support timely SEC reporting.
Disclosure Committee: Lead or actively participate in disclosure committee meetings to review and approve financial disclosures, ensuring accuracy and consistency.
SOX Compliance: Oversee the assessment, testing, and documentation of internal controls related to financial reporting (SOX compliance).
Stock-Based Compensation: Provide leadership and accounting oversight for stock-based compensation arrangements.
Filing Calendar: Manage the SEC reporting calendar, ensuring all filing deadlines are met and proactively communicating risks or potential delays.
Qualifications
Bachelor's degree in Accounting or related field required; Masters degree preferred.
CPA required.
7-10 years of progressive accounting and reporting experience, including at least 5 years in public accounting.
2+ years of direct financial reporting and SEC reporting experience.
Demonstrated expertise with 10-K and 10-Q filings across multiple entities.
S-1 and IPO experience strongly preferred.
Deep knowledge of U.S. GAAP, SEC regulations, and technical accounting.
Strong analytical and executive-level technical accounting skills.
Exceptional communication, leadership, and interpersonal abilities.
Highly detail-oriented with proven ability to manage multiple priorities.
Ability to thrive in a fast-paced, deadline-driven environment.
Proficiency in financial systems and reporting tools.
Solid knowledge of Sarbanes-Oxley Act (SOX) compliance.
Equal Opportunity Employer
MicroTransponder, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Benefits
MicroTransponder provides a comprehensive benefits program to employees. It includes medical, dental and vision plans along with an FSA. Employees may participate in the company 401(k) plan with company matching. The company offers an unlimited Paid Time Off (PTO) program and approximately 18 paid company holidays per year.
Financial Controller
Accounting manager job in Carlsbad, CA
Job DescriptionDescription:
Raken is a cloud-based, mobile, collaboration platform for the construction industry - we empower the people who build the world! Our goal is to transform the way the world builds by introducing technology to a 7,000 year old industry. To achieve this, we aim to attract unique, passionate people to the cause. We believe that faster, better reporting will improve the working lives of nearly 10% of the US labor force-the percentage of people currently working in construction. Helping turn the worst part of their day into the easiest (and fastest) is why we do what we do! We work with Commercial, Residential, and Specialty Contractors of all shapes and sizes; including many of the largest construction companies in the world.
We are seeking a highly skilled and detail-oriented Financial Controller to lead our accounting operations while supporting key financial planning and analysis (FP&A) initiatives. This hybrid role blends hands-on accounting leadership with forward-looking financial strategy, ensuring accuracy in reporting while driving insights that shape business decisions.
Seeking candidates near San Diego, CA for a hybrid role.
Why Join Raken?
Raken is a fast-growing SaaS company based in Carlsbad, California, serving thousands of customers worldwide.
We have received numerous awards, including recognition on Forbes' America's Best Startup Employers, the Inc. 5000 List of Fastest Growing U.S. Companies, and Top Workplaces in California.
We have continued to be recognized as a proud winner of the Best and Brightest Companies to Work For awards in both Southern California and the Nation since 2021.
Raken is consistently rated a High Performer for construction management solutions on leading review platforms such as G2, Capterra, and Software Advice, and we are recognized by G2 year after year.
Our culture is a top priority. We have a hardworking team that strives to make a meaningful impact and enjoys having fun along the way.
Our core values guide everything we do: Take Ownership, Keep Evolving, Stay Balanced, Elevate Others, and Let's Go!
If you are a driven individual who wants to make an impact at a company that truly values its culture, employees, and customers, Raken is the place for you.
If you are a driven individual who wants to make an impact at a company that truly values its culture, employees, and customers, Raken is the place for you.
Role Responsibilities
Accounting & Controls:
Manage month-end and year-end close processes to ensure timely and accurate financial statements.
Maintain internal controls and ensure compliance with GAAP, SaaS accounting best practices, and corporate policies.
Understanding of revenue recognition under ASC 606, including deferred revenue, contract assets, and multi-element arrangements.
Support annual audits and tax filings with external partners.
Prepare and review journal entries, reconciliations, and financial schedules.
Implement process improvements and automation to increase finance & accounting efficiency and accuracy.
Financial Planning & Analysis:
Partner with the VP, Finance and department leaders to maintain and enhance budgets, forecasts, and variance analyses.
Analyze financial performance and provide actionable insights to support decision-making.
Assist with board/bank reporting, management presentations, and KPI tracking.
Support long-range planning, cost optimization, and strategic financial initiatives.
Requirements:
Skills & Qualifications:
Bachelor's degree in Accounting, Finance, or related field (CPA preferred).
6+ years of progressive experience in accounting and/or finance, including supervisory experience (SaaS experience preferred).
Strong understanding of GAAP and financial reporting requirements.
Proven experience with budgeting, forecasting, and financial modeling.
Proficiency with ERP/accounting systems (e.g., NetSuite, QuickBooks Enterprise, or similar).
Advanced Excel skills; familiarity with BI tools (e.g., Power BI, Tableau, or Looker) a plus.
Excellent analytical, organizational, and communication skills.
Attributes for Success:
Hands-on and detail-oriented, but able to think strategically.
Strong business acumen and ability to translate numbers into insights.
Collaborative leader with a continuous improvement mindset.
Comfortable working in a dynamic, fast-paced environment.
Benefits:
Medical, dental and vision with generous employer contribution
HSA/FSA
Life/LTD
Generous PTO
12 Paid Holidays
401k + Match
Continuing education with reimbursement opportunities
Free on-site gym
Company Social Events
Excellent company culture
Modern office with Ocean view and amenities
Diversity and Inclusion
We are committed to cultivating and preserving a culture of inclusion and connectedness. We are able to grow and learn better together with a diverse team of employees. The collective sum of the individual differences, life experiences, knowledge, innovation, self-expression, and talent that our employees invest in their work represents not only part of our culture but is a key contributor to our success. We welcome the unique contributions that you can bring in terms of education, opinions, culture, ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran's status, color, religion, disability, sexual orientation and beliefs.
Want to learn more about us? Visit: ***********************
Assistant Controller
Accounting manager job in Irvine, CA
BYLT Basics is seeking an experienced and strategic Assistant Controller to manage all aspects of the company's financial operations, including accounting, financial reporting, tax, internal controls, and compliance. This position is critical to ensuring the financial health of the business and scalability as it grows. The Controller will oversee day-to-day accounting functions, implement efficient financial processes and provide strategic insights to support data driven decisions. In addition, this position will include oversight of inventory and cost accounting, working closely with production, merchandising, and operations teams to ensure accurate financial tracking across the product lifecycle.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Prepare timely and accurate monthly, quarterly and annual financial statements in accordance with GAAP
Analyze financial data to identify trends, risks, and opportunities for improvement
Ensure proper tax treatment and coordinate returns with external partners
Partner with department leadership to manage financial plans and expenditures
Oversee daily accounting functions including
Manage monthly close processes and ensure integrity of financial information
Supervise and develop a team of accountants and financial analysts
Monitor and improve cost accounting processes related to product development and fulfillment
Work closely with production to manage inventory valuations and margin analysis
Ensure compliance with GAAP, tax regulations and other financial reporting requirements
Maintain and improve internal controls
Coordinate audits and partner with external auditors
Evaluate and improve financial systems and tools
Drive automation and scalability of financial processes to support business growth
REQUIRED EXPERIENCE/SKILLS/EDUCATION:
Bachelor's degree in Accounting, Finance or related field
Current CPA or working toward CPA
7+ years of progressive accounting/finance experience preferably in the apparel or consumer goods industry
Strong understanding of inventory and cost accounting principles
Proficiency in accounting software and ERP systems. NetSuite and QuickBooks preferred
Experience managing and developing finance teams
Excellent analytical, organizational, and communication skills
High attention to detail
PHYSICAL DEMANDS AND WORK ENVIRONMENT
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, and handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit, and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.
NOTE
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at-will” relationship.
BYLT provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any time without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristics protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Transaction Advisory Seniors, Technical Accounting
Accounting manager job in Irvine, CA
Our rapidly growing advisory client is looking for Transaction Advisory Seniors with strong technical accounting backgrounds to join its dynamic team. They serve pre-IPO and public companies in Orange County that require technical accounting and reporting work with an expert's touch. This is a great opportunity to work on complicated projects with a variety of companies.
The firm is headquartered in southern California. Subsidies are offered for CPA materials and testing. Our client also offers great work-life balance - seniors typically work 40-45 hours per week and are paid for any overtime.
Job Description
• Perform technical accounting and reporting projects for clients
• Perform due diligence for major transactions
• Draft SEC filings and instruct clients for future filings
• Perform SOX compliance and internal audit projects as needed
• Perform other advisory services requested by clients
Qualifications
• 3-5 years of audit and other technical accounting experience
o Public accounting experience REQUIRED: minimum three years
• Experience supervising others
• Strong attention to detail
• CPA a plus, but not required
• Experience with transactions strongly preferred
Additional Information
Salary commensurate with experience.
Interviewing immediately.
Virtual Assistant Controller
Accounting manager job in San Diego, CA
Responsibilities: What youll be doing:
Responsible for performing a detailed review of the financials and supporting work papers
Works timely to meet project deadlines established with the controller
Works with client to acquire the necessary information to produce the financials
Works with the Controller to discuss additional reporting requirements within the scope of the service agreement
Assists with training and developing Bill Pay Specialists and Bookkeepers
Supervises a team of 2 to 4 Bill Pay Specialists and Bookkeepers, assisting with training and development
Documents and develops client-specific processes and trains staff
Actively participates in client onboarding
Creates and develops reporting templates based on reports agreed upon in the service agreement. Works with the Controller to identify reporting needs.
Solves problems with peers, escalating up only to the level necessary
Supports both internal and external clients software needs
Demonstrates initiative to project lead and oversee team
Communicates regularly with the controller
Qualifications: What youll need for this position:
At least 3 years of experience in public accounting (CPA not required)
Experience using QBO and/or Xero
Experience with financial reporting
Understands, oversees, and reviews the information gathering of the 1099 reporting process
Demonstrated success in preparing and presenting accounting client deliverables
Excellent communication skills, including the ability to articulate financial information
Experience leading and mentoring other team members
Technical training abilities
Whats in it for you:
A people-centered culture, with fun, included among our core firm values
A robust training and development program designed to help you discover your distinct abilities and use them to grow yourself and the firm
A fast track to leadership and influence for those who pursue it
Excellent pay, flexibility, and benefits including health, dental, vision, life and disability insurance, 401k/profit sharing, paid holidays, flexible work arrangements, and paid leave.
Assistant Controller
Accounting manager job in Irvine, CA
Irvine Clinical Research is the largest independent clinical research company on the West Coast. With 5 research centers in California and growing, we are leaders in the search for new treatments in neurology, psychiatry, and obesity medicine. Our largest area of research is in Alzheimer's Disease prevention and treatment drug trials, and our doctors were the largest contributors in the world to the most recently FDA-approved medication in Alzheimer's Disease.
Irvine Clinical Research is looking for an Assistant Controller to join our growing team. The Assistant Controller will report to the CFO. The successful applicant will have a roll up their sleeve mentality, strong communications skills, and be a motivated team player. As the company continues to grow, we expect the individual in this role to demonstrate qualities that allow them to increase in seniority over time.Job Duties
Manage the monthly accounting and reporting process in a timely and accurate manner
Work with CFO to prepare monthly GAAP financial reports
Review revenue transactions from clinical financial team
Prepare and post journal entries for financial transactions
Manage payroll processing and associated journal entries
Manage and approve accounts payable processing
Reconcile accounts on a monthly and quarterly basis, including bank and credit card reconciliations
Anticipate and present issues to executive management
Maintain and provide required information to supporting CPA firm on tax and reporting requests
Support accounting-related requests from third parties
Identify and suggest areas for operational improvement
Assist with general business management as requested (including HR, legal, IT, marketing, and operations)
Job Requirements
5+ years of accounting experience (CPA/CMA preferred not required)
Bachelor's degree in accounting or equivalent
Skilled in QuickBooks Online
Experience with payroll (e.g. ADP, Rippling), Excel
A command of professional spoken and written English
$100,000 - $100,000 a year
Hours and CompensationThis is a full-time employment position in Irvine, CA on a hybrid basis; candidates should available in office at least 20% of the time. When off-site, candidates must be available during regular working hours Pacific Time.
The starting salary for this position is indicated above. Higher salary is available for candidates who have experience in clinical trials finance or accounting.
The company pays for 100% of health/dental/vision individual insurance costs for eligible full-time employees. Vacation (PTO) is earned at a rate of 3 weeks per year.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Auto-ApplyAssistant Financial Controller
Accounting manager job in Newport Beach, CA
Job Description
Fast growing law firm seeks an Assistant Financial Controller to join their dynamic team. This role will play a pivotal role in overseeing the day-to-day accounting operations under the direction of the Financial Controller, ensuring accuracy, compliance, and efficiency across all accounting functions.
Responsibilities
The Assistant Financial Controller will primarily oversee all aspects of client trust accounting and financial transactions related to personal injury settlements, disbursements, and case expenses. This role maintains detailed records and supervises the day-to-day activities of the trust accounting team. The ideal candidate will have a solid accounting background, excellent attention to detail, and experience within a law firm environment - preferably in personal injury or contingency fee practices.
Trust Accounting: 60%
Supervise the daily operations of the trust accounting department, including managing staff, workflows, and deadlines.
Oversee and review all client trust account transactions, including deposits, disbursements, and wire transfers.
Ensure timely and accurate disbursement of settlement proceeds, attorney fees, lien payments, and client refunds.
Maintain strict compliance with applicable State Bar trust accounting rules, ethical guidelines, and internal policies.
Perform monthly three-way trust account reconciliations and promptly resolve any discrepancies.
Review settlement statements and disbursement ledgers for accuracy prior to release.
Manage trust account audits, reporting, and inquiries from regulatory authorities.
Implement, document, and improve trust accounting procedures and internal controls.
Coordinate closely with attorneys, case managers, and lien resolution teams regarding case financials.
Train, mentor, and evaluate trust accounting staff, fostering a culture of accountability and precision.
Financial Reporting & Analysis: 25%
Assist with the preparation and distribution of financial statements (Income Statement, Balance Sheet and Cashflow) in compliance with GAAP standards.
Provide timely and accurate financial and KPI reports to senior management and stakeholders.
Ensure transparency and integrity in financial reporting practices and internal controls
Assist & Oversee account reconciliations (including bank reconciliations, audit schedules, tax filing with 3rd party, etc.)
Prepare and post journal entries to accurately reflect financial transactions.
Manage accounts payable (AP), accounts receivable (AR) cycles, including invoice processing, vendor management, collections, and revenue recognition.
Other: 15%
Lead ad hoc projects and tasks assigned by CFO
Assist in preparing budgets and forecasts
Own the bi weekly payroll processing
Own/ assist the Financial Controller with quarterly commissions calculations
Generate Salesforce reports to support KPI reporting
Own the wire transfers and ACH distributions
Qualifications:
Bachelor's degree in Accounting, Finance, or related field
10+ years of accounting experience within a law firm, preferably personal injury or contingency fee-based.
CPA (Active/ Inactive)
2+ years of supervisory or leadership experience.
Strong understanding of trust accounting rules
Exceptional attention to detail, organizational, and problem-solving skills.
Proficient in accounting software (QuickBooks) and/or NetSuite
Excellent skills in MS EXCEL
Strong interpersonal and communication skills for working across legal and administrative teams.
Ability to thrive in a fast-paced, deadline-driven environment.
Preferred Skills:
Experience managing multi-jurisdictional trust accounts.
Familiarity with personal injury settlements, lien resolution processes, and case costs accounting.
Prior involvement in trust account audits or regulatory reviews.
Compensation & Benefits:
Competitive salary commensurate with experience
Performance-based discretionary bonus
Health, dental, and vision insurance
401(k) with employer matching
Paid time off and holidays + various company perks throughout the year
Professional development opportunities
Onsite at Newport Beach, CA Head office
Many of our job openings can be viewed at **********************************************
Financial Controller for growing national injury law firm
Accounting manager job in Newport Beach, CA
A fast-growing law firm seeks a Financial Controller to join their dynamic team. The Financial Controller will hold a pivotal leadership position within Finance & Accounting Department, overseeing both Trust Accounting and Financial Accounting functions. Reporting directly to the CFO, this role ensures the accuracy, integrity, and regulatory compliance of all financial records, including the firm's critical client trust accounts in accordance with State Bar trust accounting requirements.
This position will manage a growing accounting team, coordinate financial reporting, oversee cash flow reporting and forecasting, and implement effective internal controls while ensuring the highest ethical and professional standards are met in handling client funds and firm finances.
Responsibilities:
Financial Accounting & Reporting (40%)
Manage daily financial operations, including accounts payable, accounts receivable, payroll, general ledger, and monthly closing processes.
Prepare timely (within 7 business days), accurate, and insightful financial statements and operational reports for internal management, external stakeholders, and regulatory bodies.
Partner with the CFO to develop budgets, forecasts, and cash flow projections to support firm growth and financial health.
Ensure compliance with GAAP, federal and state tax laws, and internal financial policies.
Oversee financial audits, tax filings, and periodic regulatory reviews.
Design, implement, and maintain effective internal controls and accounting procedures to safeguard firm assets and financial data integrity.
Partner with 3rd party CPA firms by accurate data for timely tax filings
Manage biweekly payroll processing by partnering with HR
Trust Accounting & Settlement Management (50%)
Oversee all client trust accounts in strict adherence to State Bar Rules (Safekeeping Funds and Property of Clients and Other Persons).
Ensure timely, compliant handling of settlement funds, lien payments, client disbursements, and third-party payments.
Monitor daily trust account balances and transactions to prevent co-mingling, overdrafts, or misallocations.
Manage monthly reconciliation of all trust ledgers, identifying and resolving discrepancies promptly.
Work closely with case managers, attorneys, and settlement coordinators to manage financial disbursements and ensure proper documentation of all transactions.
Maintain detailed trust accounting records, ledgers, and audit-ready files for every client matter.
Financial Operations Leadership (10%)
Supervise and mentor the accounting and finance team, providing leadership, training, performance feedback, and professional development opportunities.
Collaborate with firm leadership, case management, and operations teams to streamline financial workflows, improve settlement processes, and enhance financial reporting.
Evaluate and implement financial systems, internal controls and accounting technologies to improve efficiency, accuracy, and compliance.
Develop and enforce financial and operational policies and procedures to support business growth and legal industry best practices.
Assist the CFO in preparing and reporting companywide KPI dashboard
Support CFO with FP&A and adhoc projects
Qualifications:
Bachelor's degree in Accounting, Finance, or related field. CPA license (Active/ Inactive)
Minimum 12+ years of progressive accounting experience, including financial statement preparation and trust accounting.
Minimum of 3 years of accounting leadership experience within a law firm, personal injury firm, or contingency-based business model.
Strong knowledge of trust accounting rules and requirements for law firms.
Hands-on experience managing client trust accounts, disbursements, and settlements.
Proficiency in financial systems (e.g., QuickBooks,) and advanced Microsoft Excel skills.
Exceptional organizational skills, attention to detail, and ability to manage multiple priorities in a high-volume, deadline-driven environment.
Strong interpersonal, leadership, and written/verbal communication skills.
Divisional Controller
Accounting manager job in Costa Mesa, CA
Toast creates technology to help restaurants and local businesses succeed in a digital world, helping business owners operate, increase sales, engage customers, and keep employees happy.
The Divisional Controller will lead the end-to-end accounting operations for our Delphi division, a wholly-owned subsidiary offering hardware, software, and services. Reporting directly to the Corporate Controller, this pivotal role emphasizes leadership and operational excellence while serving as a key financial partner to cross-functional business leaders. The Controller will drive financial integrity, support sales, enhance cost efficiency, implement process improvements, and ensure strong internal controls and compliance across the division.
This is a people management position that will work on-site at our Costa Mesa, California office.
About this roll* (Responsibilities)
Lead an accurate and timely month-end close process by driving solutions at scale that benefit cross-functional teams and our reporting goals.
Assess and execute accounting policies and processes for Delphi products and offerings in all accounting areas. Assess accounting implications of new products and integration of Delphi processes into Toast processes.
Collaborate and support very closely our cross functional partners, such as Delphi business teams, R&D, IT Systems, RevOps, Finance and FP&A, Accounting, Tax, Product, and Legal including contract reviews, and changes in product and pricing strategies. Communicate the accounting implication to stakeholders at all levels.
Streamline and enhance processes and SOX compliant controls around Delphi financial reporting metrics. Create efficiencies and simplification by leveraging technology solutions and automation.
Manage the Delphi Accounting team and play a key leadership role in the broader Accounting and Finance organization.
Do you have the right ingredients*? (Requirements)
15+ years of relevant Revenue and Corporate accounting experience, including accounting operations
5+ years of people management and leadership experiences in a sizable accounting organization owning revenue, costs, and related balance sheet areas.
Proficiency in utilizing an Enterprise Resource Planning (ERP) system (preferably NetSuite and/or Sage)
Extensive experience working cross functionally (ie - sales, supply chain, R&D and other business functions) with strong business acumen and practicality.
Lead a team with great leadership skills. Passionate about coaching and mentoring to team members.
Ability to meet tight deadlines, work independently, prioritize competing workloads, and manage the deliverables from business partners and team members in a fast paced environment.
Strong analytical skills, including ability to independently analyze transactions and contracts and document the related accounting and finance analysis.
Special Sauce* (Nice-to-Haves)
CPA
Experience with subscription billing systems (e.g. ChargeOver, Zuora)
Big 4 or public accounting / consulting experience
AI at Toast
At Toast, one of our company values is that we're hungry to build and learn. We believe learning new AI tools empowers us to build for our customers faster, more independently, and with higher quality. We provide these tools across all disciplines, from Engineering and Product to Sales and Support, and are inspired by how our Toasters are already driving real value with them. The people who thrive here are those who embrace changes that let us build more for our customers; it's a core part of our culture.Our Total Rewards Philosophy
We strive to provide competitive compensation and benefits programs that help to attract, retain, and motivate the best and brightest people in our industry. Our total rewards package goes beyond great earnings potential and provides the means to a healthy lifestyle with the flexibility to meet Toasters' changing needs. Learn more about our benefits at ********************************************
*Bread puns encouraged but not required
The base salary range for this role is listed below. The starting salary will be determined based on skills and experience. In addition to base salary, our total rewards components include cash compensation (overtime, bonus/commissions, if eligible), benefits, and equity (if eligible).
Pay Range$135,000-$216,000 USD
Diversity, Equity, and Inclusion is Baked into our Recipe for Success
At Toast, our employees are our secret ingredient-when they thrive, we thrive. The restaurant industry is one of the most diverse, and we embrace that diversity with authenticity, inclusivity, respect, and humility. By embedding these principles into our culture and design, we create equitable opportunities for all and raise the bar in delivering exceptional experiences.
We Thrive Together
We embrace a hybrid work model that fosters in-person collaboration while valuing individual needs. Our goal is to build a strong culture of connection as we work together to empower the restaurant community. To learn more about how we work globally and regionally, check out: *********************************************
Apply today!
Toast is committed to creating an accessible and inclusive hiring process. As part of this commitment, we strive to provide reasonable accommodations for persons with disabilities to enable them to access the hiring process. If you need an accommodation to access the job application or interview process, please contact candidateaccommodations@toasttab.com.
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For roles in the United States, It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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