Senior Associate - AI Solutions
Senior associate job in San Diego, CA
We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.
Position Overview:
As a t Senior Associate, AI & Quantitative Solutions at StepStone, you will play a pivotal role at the intersection of quantitative finance and cutting-edge artificial intelligence. This position is central to researching, developing, and implementing AI/Machine Learning solutions across the firm, particularly focusing on Private Equity secondaries use cases and the development of advanced quantitative models. You will transform how we manage portfolios, conduct research, and generate insights. Leveraging diverse data, including complex unstructured formats from private market reporting, to build predictive models and streamline analytical processes that benefit both internal teams and our global client base. This role entails leading initiatives in model testing, validation, and deployment within our liquidity management and portfolio construction frameworks, aligning bespoke solutions with diverse client needs and complex risk/return profiles. You will be a key collaborator with our Data Science, Research, and SPAR teams, driving the acquisition, robust cleaning, and deep understanding of critical data fields to enable advanced AI applications.
Essential Job Functions:
AI/ML Model Development & Research: Design, develop, train, and validate advanced AI and Machine Learning models (including Natural Language Processing applications) to solve complex problems in portfolio construction, liquidity management, risk modeling, and performance attribution.
Data Engineering for AI Pipelines: Utilize Python, SQL (MySQL), and R for advanced data retrieval, cleaning, transformation, and feature engineering, optimizing data for AI consumption across various sources, including unstructured private market reports (e.g., PDF parsing).
Model Deployment & MLOps: Collaborate closely with the web development group to integrate and deploy AI/ML solutions into production environments.
Quantitative Research & Backtesting: Conduct rigorous quantitative research, model backtesting, and scenario analysis to assess model performance, robustness, and limitations against varied financial problem statements.
Communication & Collaboration: Effectively communicate complex AI model outputs, assumptions, limitations, and strategic implications to both technical and non-technical stakeholders, including senior management and external clients. This involves fostering strong relationships with key internal teams, by actively listening to their needs, and proactively identifying how technology can enhance their workflows and adoption. Engage in thought leadership regarding the merits of new AI applications and analytical approaches.
Innovation & Strategic Impact: Demonstrate an independent and efficient working style, consistently translating high-level strategic ideas and business challenges into actionable, AI-driven solutions and model outputs that deliver tangible impact across the firm.
Continuous Learning: Stay abreast of the latest advancements in AI, machine learning, and quantitative finance, proactively identifying opportunities for their application within private markets.
Qualifications:
Bachelors, Master's degree or Ph.D. in a highly quantitative field such as Computer Science, Artificial Intelligence, Machine Learning, Mathematics, Statistics, Econometrics, or a related discipline.
6-8 years of experience in quantitative research, AI/Machine Learning model development, risk modeling, portfolio construction, or performance attribution at a financial institution.
Excellent written communication and presentation skills, with the ability to articulate complex technical concepts to a diverse audience.
Willingness to work a flexible schedule.
High level of confidentiality.
Required Knowledge, Skills, and Abilities:
Deep proficiency in Private Market investments and advanced financial modeling, including quantitative model development and application.
Expertise in machine learning and deep learning algorithms, statistical modeling, Natural Language Processing (NLP), and numerical algorithms.
Advanced proficiency in Python (including libraries like Pandas, NumPy, Scikit-learn, TensorFlow/PyTorch) and SQL. Experience with AI/ML lifecycle platforms (e.g., Kubeflow, AWS SageMaker, Azure ML) and MLOps best practices for model versioning, testing, and deployment.
Salary Range: $125,000 - $145,000
The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees.
At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.
As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.
Developing People at StepStone
Auto-ApplySalesforce CPQ/Revenue Cloud Senior Associate
Senior associate job in San Diego, CA
Industry/Sector Not Applicable Specialism Salesforce Management Level Senior Associate At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives.
As a Salesforce consulting generalist at PwC, you will possess a broad range of consulting skills and experience across various Salesforce applications. You will provide consulting services to clients, analysing their needs, implementing software solutions, and offering training and support for effective utilisation of Salesforce applications. Your versatile knowledge will allow you to assist clients in optimising operational efficiency and achieving their strategic objectives.
Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
* Respond effectively to the diverse perspectives, needs, and feelings of others.
* Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
* Use critical thinking to break down complex concepts.
* Understand the broader objectives of your project or role and how your work fits into the overall strategy.
* Develop a deeper understanding of the business context and how it is changing.
* Use reflection to develop self awareness, enhance strengths and address development areas.
* Interpret data to inform insights and recommendations.
* Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Salesforce Consulting team, you will help transform how clients run their businesses by delivering technology-enabled Quote-to-Cash solutions. As a Senior Associate, you will analyze complex client challenges, mentor junior team members, and uphold exceptional standards in project execution. This role offers the chance to deepen consulting experience, expand technical knowledge, and develop leadership skills within a global firm renowned for innovation and support in its people.
Responsibilities
* Analyze client challenges to develop impactful Quote-to-Cash solutions
* Mentor and guide junior team members in project tasks
* Maintain exemplary standards of quality in project execution
* Collaborate with clients to understand their business needs
* Leverage technology to enhance consulting practices
* Contribute to the continuous improvement of team processes
* Build and strengthen client relationships through clear communication
* Expand personal technical knowledge and leadership capabilities
What You Must Have
* Bachelor's Degree
* At least 3 years of experience in professional services or consulting
What Sets You Apart
* Master's degree in Computer & Information Science, MIS, or related field preferred
* Conga, Zuora or Salesforce Revenue Cloud certification preferred
* Exposure to Quote-to-Cash, CPQ, Billing, ERP, or Revenue solutions
* Excelling in analytical, communication, and problem-solving skills
* Translating requirements into clear solution designs
* Supporting Phase 0 activities for Revenue Cloud programs
* Familiarity with journey mapping, design thinking, or OKR-setting
Travel Requirements
Up to 80%
Job Posting End Date
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
Auto-ApplyCivil Litigation Senior Associate Attorney
Senior associate job in San Diego, CA
Seniority Level: Senior Associate Compensation: $150,000 \- $200,000 (DOE) + No Cap Bonus + Signing Bonus
About the Opportunity: A highly regarded Trust and Probate Litigation firm is seeking a Senior Civil Litigation Associate Attorney with 5+ years of experience and proven trial capabilities to join its dynamic legal team. This is a compelling opportunity for an ambitious and aggressive litigator to make a meaningful impact and advance toward partnership within a supportive, family\-oriented firm culture.
With hundreds of active cases throughout California, the firm offers a fast\-paced and challenging environment where your skills will be recognized and rewarded. The position is based in the heart of Solana Beach's Cedros Design District, steps away from cafes, boutiques, the beach, and the commuter rail.
What You'll Do:
Represent clients in the Probate Division of California Civil Court and related civil litigation matters
Appear at hearings, trials, mediations, and other court proceedings
Conduct in\-depth legal research and analysis to support litigation strategy
Draft and review pleadings, motions, legal briefs, discovery responses, and correspondence
Regularly communicate with clients to provide updates, manage expectations, and deliver strategic legal guidance
Participate in alternative dispute resolution (e.g., mediation, settlement conferences)
Provide realistic assessments of case value and potential outcomes
Qualifications:
Juris Doctor (JD) from an accredited law school
Active member of the California State Bar
5+ years of civil litigation experience, with demonstrated trial experience
Deep understanding of courtroom procedure, litigation strategy, and probate law
Outstanding written and verbal communication skills
Strong analytical, negotiation, and case management abilities
Ability to work independently and collaboratively within a team setting
Resources & Support:
Full suite of legal research and drafting tools including WestLaw, CEB OnLaw, and WealthCounsel
Dedicated paralegal support, in\-house marketing, and lead generation resources
A positive, team\-oriented culture with a shared commitment to excellence
Compensation & Benefits:
Competitive base salary: $120K-$150K, DOE + No Cap Bonus
Pathway to equity partnership
Medical, dental, and vision insurance
401(k) with employer matching
Relocation assistance may be offered to the right candidate
If you're a trial\-ready litigator ready to take the next big step in your career, we'd love to connect. Apply now and join a firm where your litigation experience can thrive and grow into leadership.
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Senior Pharmacovigilance Associate
Senior associate job in San Diego, CA
/ Objective
Supports the Worldwide Patient Safety Vision through understanding the impact and implication of daily work on all customers of AE Processing. This commitment drives dedication to quality and accurate case handling, for overall contribution to a high performance team.
Position Responsibilities
Ensures the quality and accuracy of adverse event reports. Learns and navigates the intricacies of the BMS Drug Safety Databases to process adverse event reports.
Relies upon medical knowledge to conduct comparisons of adverse event source documents against Safety Database screens for transcription and medical accuracy.
Employs effective oral and written communication skills to ensure appropriate AE case processing and consistent documentation of medical judgment within the drug safety database.
Maintains a customer service focus with internal and external GPV&E colleagues.
Utilizes cultural awareness to incorporate the varying medical philosophies of regulatory bodies worldwide and the idiosyncrasies of health care delivery for effective global AE reporting.
Takes personal initiative by proactively identifying innovative ways to accomplish tasks and driving toward process efficiencies.
Utilizes effective organizational skills to prioritize deliverables in order to accomplish work in established timeframes.
Demonstrates the ability to handle ambiguity of inquiries by identifying reporting regulations in order to provide solutions for resolution.
Demonstrates strong teamwork skills to ensure that processes, procedures, and best practices are consistent across GPV&E and that regulatory requirements are met in a timely manner and with high quality.
Collaborates with Medical Review Safety Physicians and Safety/ESR Scientists across therapeutic areas on case-related issues, while seeking guidance from AE Processing managers.
Contributes to continuous quality improvement process through projects and other related departmental initiatives.
Serves as a trainer, mentor, and guide for colleagues within GPV&E through providing perspective on the broad organizational impact on their daily work.
Accountable for multiple tasks including CAPA, ICSR reconciliation, database interfaces, single case compliance, external and internal stakeholder correspondence, and prioritizes tasks according to designated criteria.
Utilizes knowledge of specific work practices, Standard Operating Procedures (SOP), and regulations in order to maintain oversight of vendor activities to ensure successful execution of tasks.
Develop and execute training for alignment in processing.
Collaborate with clinical trial teams and CROs to ensure SAE operational processes in outsourced clinical trials align with BMS processes.
Ensure alignment and drive approval from all Stakeholders of study specific SAE Management Plans.
Review and evaluate integrity of CRO SAE processes for inspection readiness.
BenefitsMedical & Dental, 401K and PTO.
Senior Intellectual Property Associate
Senior associate job in San Diego, CA
REQUIREMENTS
Attorneys with a computer engineering, computer science, electrical engineering, or physics background and patent law experience, including patent preparation and prosecution, invalidity, and non-infringement opinions.
RESPONSIBILITIES
As an attorney, you will receive solid training and opportunities for professional growth. They believe that associates should have client contact to see first-hand how large innovative companies, as well as pioneering start-ups, develop products and technologies that are literally changing the world. You can expect to take invention disclosures from inventors, draft specifications with minimal supervision, and generate claims requiring only moderate review.
SUMMARY
Vanguard-IP specializes in the placement of IP/Patent professionals nationwide.
Our focus provides us with a deeper knowledge of our clients' needs, and our candidates' individual talents and career interests. Our broad network of long-term client relationships also gives us a competitive edge.
Our recruiters all have 10+ years of IP recruiting experience, and an exceptional record of success. We have superior knowledge of the IP job market, and offer trusted career advice for our candidates. We also have the resources and high level contacts to get your questions answered.
We look forward to speaking with you, and learning more about what you are seeking in your next opportunity.
CONFIDENTIALITY
At Vanguard-IP, we respect the confidentiality of every candidate who contacts us. We will always contact you to obtain explicit prior authorization before submitting your resume to any of our clients.
**Should you have an interest in a similar position in another location, we have hundreds of openings in other markets. Please apply now and our team would be happy to review your information for this or other openings in your location of interest.**
Global Finance Senior Associate Attorney or Of Counsel
Senior associate job in San Diego, CA
Job DescriptionGlobal Finance Senior Associate Attorney or Of Counsel Location Options: New York, Los Angeles, Irvine, Atlanta, Boston, Chicago, Dallas, Washington, Houston, Palo Alto, San Diego, San Francisco
Direct Counsel is partnering with a top-tier international law firm to recruit a Senior Associate or Of Counsel with at least seven years of experience to join its highly ranked Global Finance practice. This is an outstanding opportunity for a finance attorney who thrives in a fast-paced, sophisticated transactional environment and is seeking direct access to market-leading clients, high-impact deals, and business development support.
The firm's Global Finance group represents an elite client base of private credit funds and major financial institutions on a broad range of acquisition financing transactions, including leveraged buyouts, recapitalizations, and cross-border deals. The team is known for handling cutting-edge financing matters, often in connection with high-value private equity transactions.
Key Responsibilities:
Structure, negotiate, and manage complex acquisition financing transactions on both borrower and lender sides.
Lead or support deal teams in drafting and reviewing credit agreements, commitment letters, intercreditor agreements, and related documentation.
Serve as a point of contact for clients and coordinate with cross-border deal teams and practice groups.
Play an active role in mentoring junior associates and contributing to the ongoing growth of the practice.
Engage in business development efforts with support and training provided by the firm's leadership.
Qualifications:
Minimum of 7 years of experience in acquisition finance or leveraged finance at an Am Law 100 or equivalent law firm.
Demonstrated expertise in handling sponsor-backed or fund-driven acquisition financings, with significant drafting and negotiating experience.
Strong academic credentials from a top-tier law school.
Excellent client communication skills and a proactive, business-minded approach.
Admission to practice in the jurisdiction corresponding to the office of interest (NY, CA) and in good standing.
Compensation:
Base salary range: $435,000 to $450,000, depending on level and experience.
Generous bonus structure and benefits package offered by the firm.
This role provides high visibility with the firm's finance leadership and a path for attorneys looking to deepen their expertise in acquisition finance while contributing to a practice that is central to the firm's continued global expansion.
If you're interested in learning more, please reach out to Direct Counsel. All inquiries will be kept strictly confidential.
Senior Associate - Risk Advisory/ Internal Audit
Senior associate job in San Diego, CA
Our client is the premier technical advisory services firm in California that works with the top local talent on the most comprehensive and intriguing projects for discerning clients ranging from start-ups to closely held mid-market companies to large multi-national Fortune 1000 firms.
We are currently searching for a Senior Associate to join our client's Risk Advisory/Internal Audit group.
Responsibilities
Partner with high energy, high performing project teams to work on SOX projects
Create process narratives, identifying key controls, and conclude on design and operating effectiveness of key controls
Demonstrate clear and concise writing, and verbal skills to communicate complex issues in simple terms to clients and team members
Produce quality deliverables evidenced through minimal review time and review notes
Active improving technical and project management skills through on the job feedback, performance evaluations, mentoring and firm-sponsored formal training programs including monthly CPE and Subject Matter Expert (SME) training
Respond to client needs, acting as a primary contact with clients
Balance competing priorities with minimal client disruptions, while maintaining project progress
Requirements
Bachelors degree from an accredited university in Accounting, Economics, Business Management, Finance or related
Minimum 3 years of experience in financial services at public accounting firm or professional services firm with emphasis on risk and compliance consulting related to SOX
CPA required or ability to achieve CPA certification within 12 months
Exceptional people, project and client management skills gained by working in multiple, professional environments
Ability to communicate effectively, clearly and concisely - also able to assess situations and ensure responses are well suited to various business situations
Experience translating complicated issues into simple and easy to understand terms to guide clients and provide information
Ability to adapt to unexpected changes in timelines, deadlines and scope of work
Senior Associate - Senior Accountant (In-person role)
Senior associate job in Solana Beach, CA
Are you looking to join an organization that is growing and dynamic? What about a high-energy, collaborative environment that rewards hard work? J.S. Held is a global consulting firm providing technical, scientific, and financial expertise. Our professionals serve as trusted advisors to organizations facing high-stakes events demanding urgent attention, staunch integrity, and clear-cut analysis. The firm provides a comprehensive suite of services enabling clients to navigate complex, contentious, and often catastrophic situations. We have over 100 locations worldwide. We are highly committed to all members of our community, both employees and clients. Our organization focuses on promoting a sense of community and inspiring our people to achieve results that exceed goals.
We are seeking a dedicated individual to join our team as a Sr. Accountant - Senior Associate.
This is not a typical corporate Accounting role.
The successful candidate will be responsible for accounting functions for external clients of the firm, rather than the firm itself. This role will be an integral part of our team of experienced accountants, and the ideal candidate will be highly organized, task-oriented, and comfortable with managing the uncertainties typical in client-facing accounting operations. This position plays a critical role in maintaining our established core group within the department and ensuring smooth financial transactions for our clients.
The position is based in the San Diego County area, with expectations to work in the office 5 days a week, full-time.
Job Responsibilities
Assist the Controller with project management tasks and financial analysis.
Prepare and maintain accurate financial accounting data.
Support and lead project accounting work, including organizing AP, invoices, and vendor communication.
Collaborate with department heads and supporting staff to follow up on requests and ensure accuracy in financial reporting.
Assist with treasury management, reviewing financial transactions with a high level of detail and accuracy.
Prepare cash flow projections for various projects as needed.
Prepare bank reconciliation and monthly financials
Prepare financial packet for quarterly reports.
Review AP payments, including wires, ACH, Bill Pay, and checks.
Help prepare and distribute financial statements.
Support other internal teams as needed.
Adhere to project timelines and deliverables.
Contribute in the development and improvement of internal processes and procedures.
Perform administrative tasks such as opening accounting-related mail, scanning checks, and recording deposit slips as needed.
Demonstrate problem-solving skills in a fast-paced environment.
Maintain high ethical standards and credibility in all interactions.
Qualifications
The desired candidate will possess the following professional abilities and work experience:
A strong understanding of accounts payable and/or accounts receivable functions is preferred.
Strong organizational skills with attention to detail.
Ability to work independently and within a team environment.
Proficiency in ERP systems and Microsoft Office Suite, particularly Excel, Yardi, QuickBooks, and online treasury management portals.
Effective communication skills and a customer-service orientation.
Understanding of billable hour workflow and ability to work in a billable hour environment.
Preferred Qualifications:
Associate's degree or higher in Accounting or related field.
Familiarity with handling billing and collections in a professional services environment.
Experience in using accounting software and conducting reconciliations.
At least 3-5 years of professional client-facing accounting experience in a billable setting.
Additional Information
Physical and Mental Job Qualifications
Must be able to sit for long period of time
Must be comfortable to work in a remote and/or hybrid environment
Must be flexible to work outside of the 8:30am - 5:30pm business hours if needed
Must be flexible to travel
Some of the Benefits We Have Include
J.S. Held understands all our employees are people and sometimes life needs flexibility. We work to always provide an environment that best supports and suits our team's needs.
Generous FTO Policy
Medical, Dental, and Vision Insurance
401k Match
Commuter Benefit
A reasonable estimate of the salary range for this role is $70,000 - $90,000. Any offered salary range is based on a wide array of factors including but not limited to skillset, experience, training, location, scope of role, management responsibility, etc.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
By submitting your application, you acknowledge that you have read the
J.S. Held Online Privacy Notice
and hereby freely and unambiguously give informed consent to the collection, processing, use, and storage of your personal information as required and described therein. California residents can click
here
to learn more about the personal information we collect and
here
to learn about additional privacy rights that may be available.
Please explore what we're all about at
***************
EEO and Job Accommodations
We embrace diversity and our commitment to building a team and environment that fosters professional and personal enrichment is unwavering. We are greater when we are equal!
J.S. Held is an equal opportunity employer that is committed to hiring a diverse workforce. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
If you are an individual with a disability and would like to request for a reasonable accommodation, please email
[email protected]
and include “Applicant Accommodation” within the subject line with your request and contact information
#LI-DS1
Senior Associate
Senior associate job in San Diego, CA
Job Description
Are you interested in becoming a valued member of a remarkable team and firm? A place where your talents can shine as you assist clients in improving their financial, tax, and business aspects? Are you seeking a collaborative, innovative, and fulfilling work environment where your contributions are recognized and rewarded?
Look no further! With over 100 years in the industry, our firm serves clients locally and globally. Our expertise extends across a wide array of industries, ensuring that we can cater to the unique needs of clients from diverse sectors.
Join our team and experience a collaborative and enriching work environment. With an emphasis on continuous technical training and the development of essential skills, we prioritize your success by providing the tools and resources needed to thrive in the world of public accounting!
Job Summary:
The Senior Associate (Audit) is in charge of audit engagements. Applies knowledge of GAAP to oversee all stages of audit using firm-approved audit methodology. Trains, supervises, and reviews work of others. Must be technically competent in audits, reviews, compilations and preparation of financial statements.
Essential Functions: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the job requirements. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Auditing and Financial Reporting
Plans and executes audit engagements
Participates in engagement planning
Performs risk assessments
Performs analytical reviews
Documents internal controls and performs tests of controls
Plans substantive work
Performs substantive testing and supervises others
Drafts financial statements
Documents control deficiencies
Drafts other client deliverables
Performs compilation, review and preparation engagements
Client Relationship Management
Clearly communicates recommendations verbally and in writing.
Builds client relationships.
Successfully identifies accounting, business, and tax issues/opportunities and develops solutions/recommendations.
Administrative Tasks
Participates in recruiting
Works independently with a minimum of supervision.
Follows all policies and procedures established by firm.
Enters time daily to ensure current and accurate tracking of hours.
Assigns hours to each client to ensure accurate billing.
Follows safety rules according to firm Injury and Illness Prevention Program (IIPP).
Marginal Functions
Accepts special projects as assigned
Job Requirements: To perform this job successfully, the individual must possess the following education, licenses and certifications, experience, and skills.
Education
Minimum Education (or substitute experience) required: Bachelor's Degree in Accounting; MBA a plus.
Licenses and Certifications
CPA certification (preferred).
Experience
Minimum Experience required: 2+ years audit experience
Technical Skills
Strong understanding of accounting theory and accounting practices.
Strong understanding of the rules, regulations, and code of conduct.
Working knowledge of the auditing guidance utilized by the firm.
Strong attention to detail.
Strong organizational skills.
Strong skills in Microsoft Word, Excel including advanced Excel functions, and Caseware.
Comfortable working under pressure, multi-tasking and meeting deadlines.
Interpersonal Skills
High level of enthusiasm to work collaboratively in a team environment to meet and exceed expectations for internal and external clients.
Self-motivated, adaptable, able to work with minimal direction in a high pressure environment.
Works independently and is self-motivated to complete tasks and assignments with a minimum amount of supervision and is flexible to accept tasks and projects.
Upholds the professional standards of conduct for respectful behavior and demonstrates a high degree of personal integrity.
What we offer:
Competitive compensation
Unlimited PTO for qualified employees!
Generous health and welfare benefits
Focus on work/life balance
Flexible schedules
Opportunity to work with a friendly and supportive team
Strong mentoring program with a focus on the success of each team member
The compensation for this position ranges from $70,000 - $110,000. Actual compensation will be dependent upon the individual's qualifications, experience, skills, licensure, and certifications.
Senior Associate - AML/KYC (Fund Administration)
Senior associate job in San Diego, CA
We're a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world's top-15 private equity firms.
Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding.
We're driven by our Group purpose, to power people and possibilities.
Job Description
Verifies and leads AML/KYC reviews for both investor and investment levels using proprietary software, coordinating with onshore and offshore teams to meet client deadlines. Maintains detailed oversight of ongoing reviews, manages client communications, supports multiple Private Equity funds, and drives process improvements while ensuring accurate record keeping and team performance.
What you'll do
You verify and lead AML/KYC reviews for both investor and investment levels, ensuring accuracy and timely completion using proprietary software.
You coordinate with onshore and offshore teams to manage review workflows efficiently and maintain detailed oversight of all ongoing reviews.
You support clients across multiple Private Equity funds, handling routine and ad-hoc information requests while maintaining professional communication with stakeholders.
You oversee offshore resources daily, ensuring adherence to client processes and maintaining high operational standards.
You assess and improve operational effectiveness, contributing to process development and ensuring proper record keeping across systems.
What we offer
IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance.
Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility).
Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans.
Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment.
The salary for this position will be dependent on experience and location ($70,000-$90,000).
Qualifications
You have at least two years of experience in private equity, AML/KYC, or a related role within alternative asset investment firms.
You possess strong analytical skills specific to AML/KYC and demonstrate exceptional attention to detail in high-volume work environments.
You communicate professionally and effectively, especially in writing, and provide outstanding client service.
You manage multiple priorities and deadlines, collaborate well in teams, and are open to giving and receiving constructive feedback.
You are proficient in Microsoft Outlook, Excel, and Word, and have experience or interest in managing and training offshore resources.
Additional Information
Our commitment to you and the environment
Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders - including our employees, clients, and local communities - while also reducing our impact on our natural environment.
There is always more we can, and should do, to improve - whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We're committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.
Our learning and development programs and systems (including PowerU and MyCampus) enable us to invest in growing our employees' careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.
We're committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients' sustainability and success leads to our sustainability and success. We're emotionally invested in our clients right from the beginning.
#LI-HYBRID
Senior Associate, Americas Strategic Consulting
Senior associate job in San Diego, CA
**Job Title** Senior Associate, Americas Strategic Consulting This unique role will be focused on delivering real estate and business advisory services to some of the world's most innovative companies. The advisory work delivered by this talented Sr. Associate will have a meaningful impact on key clients and will include location strategy, incentives procurement, portfolio intelligence, and human capital advisory. As part of a high-performing team, this individual will deliver best-in-class real estate and operational solutions. This client-facing role will play a vital part in managing multiple priorities including research and analysis, financial modeling, and business case analysis. This is a dynamic opportunity for an intellectually curious professional focused on delivering significant results for great companies.
**Job Description**
· Lead quantitative and qualitative analyses, research and due diligence, and organize data into logical communication and messages as part of client presentation materials
· Interpret, evaluate, and interrelate research data for inclusion into client briefings, presentations, and reports
· Assist in managing relationships with internal stakeholders and partners throughout the project cycle, from pitching to delivering business
· Contribute to the team's strategic approach to consulting assignments
· Manage multiple assignments concurrently, prioritizing (with managerial oversight) deliverables in a fast-paced environment
· Use PowerPoint, Excel, PowerBI, Tableau and other applicable presentation tools to organize and demonstrate recommended models for client presentations
· Support and contribute to a collaborative, teamwork environment
· Respond to team requests in a timely manner, meeting all team and project deadlines
· Present findings to clients and build effective client relationships
· Assist in project tracking and administration
· Other job duties as assigned
**KNOWLEDGE AND EXPERIENCE**
· 3-6 years of management consulting, finance, real estate, or equivalent experience in an innovative environment
· 3+ years of client-facing experience preferred
· Bachelors degree, in Business, Accounting, Finance, Economics, [Engineering,] or related field preferred
· Solid economic, financial, and quantitative problem solving skills
· Strong knowledge and proficiency with spreadsheet and presentation software including Microsoft Office (Word, Excel, PowerPoint, Keynote)
· PowerBI, Tableu, SQL, Alteryx experience strongly preferred
· Ability to create, compose, and edit high quality, error free written materials
· Effective communication skills with an ability to share and synthesize knowledge and comfort with public speaking
· Excellent analytical and financial aptitude
· Exceptional organizational skills; able to balance multiple priorities and projects, keeping all team members informed of progress and issues
· Ability to be creative and resourceful
Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.
The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications.
The company will not pay less than minimum wage for this role.
The compensation for the position is: $ 86,615.00 - $101,900.00
Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at ****************** or email *************************** . Please refer to the job title and job location when you contact us.
INCO: "Cushman & Wakefield"
Easy ApplySenior Associate Attorney
Senior associate job in Temecula, CA
Job Description
A national insurance coverage/policyholder law firm with offices in Temecula, California, seeks an associate attorney or of counsel with 4+ years of experience litigating complex insurance claims, analyzing and drafting insurance policy language, and/or providing insurance coverage opinions.
Requirements - Associate Attorney
JD from an accredited law school and current admission to California Bar, in good standing
Significant State or Federal court litigation experience, including drafting pleadings, taking depositions and motions practice
High intelligence, problem solving abilities and creativity
Personal responsibility, strong work ethic and commitment to firm's clients
Exceptional written and verbal communication skills
Flexibility to work in a highly collaborative team environment
Strong organization, time management, project management and matter management skills
Firm clients are located nationally. Travel would be required for litigation work.
Culture
The Firm intentionally cultivates a culture of support, growth, respect, acknowledgment, equity, and excellence, where all contributions are valued. As a high-performance law firm, it understands that its success reflects team members' dedication, ingenuity, and passion and that it strives to bring out the best in its people. The firm seeks people who work smartly, are strategic, and are committed to connecting with the firm's philosophy. The successful attorney candidate is also meticulous, focused, and detail-oriented and ensures that all stakeholders are kept apprised of critical matters.
Why Join Us?
Competitive compensation.
Work-life balance.
Unique, sophisticated, collaborative, intellectual practice.
Strong mentorship, professional development and training programs.
Transparent, merit-based compensation formula and promotion system.
Opportunity for advancement to partner and ownership.
Development and maintenance of direct client relationships is fostered and encouraged.
Compensation and Benefits
Hybrid available based on demonstrated ability, but not fully remote.
Competitive annual salary based on experience.
Significant non-discretionary performance-based bonus
Comprehensive employee benefits packages + retirement plan/profit sharing
Apply
Thank you for considering this Associate Attorney position in Temecula, California. We hope to receive your inquiry and resume. Confidentiality is a cornerstone of our recruiting services.
Audit Manager
Senior associate job in Vista, CA
A rapidly growing boutique CPA firm in the San Diego area is expanding its audit practice and adding a newly created Audit Manager role. This firm offers: Real work-life balance (40-45 hours outside of busy season) Hands-on partner access in a supportive, growing firm
What you'll do:
Lead and review audit & assurance engagements for S-Corporations in the construction industry
Oversee WIP schedules, job cost tracking, and profitability analysis
Serve as the main client contact, ensuring high-quality service and technical accuracy
Supervise, coach, and mentor seniors and staff
Partner with leadership to drive process improvements and technical updates
What you'll bring:
CPA license with 5-7 years of public accounting audit experience
Strong expertise in construction accounting (WIP, job cost, job profit analysis)
Experience supervising staff and managing client relationships
Familiarity with GAAP and assurance standards
Ability to thrive in a boutique, high-growth environment
Assurance Audit Manager (SLG)
Senior associate job in San Diego, CA
Job DescriptionWe are seeking an Assurance Audit Manager specifically for State and Local Government to join a growing CPA firm in Del Mar. This person will be responsible for State and Local Government Audits, budgeting and executing engagements, growth strategies, project management and billing and managing a team. The ideal candidate will have 5+ years of experience, CPA, Bachelors degree, public accounting experience and exceptional analytical thinking skills. Apply now for consideration!
Core Responsibilities:
Leading Managing and Holding People Accountable (LMA)
Understand and assist in execution of growth strategies (research calls, pipeline mgmt., COPs, etc.)
Manage the engagement (job) project management, billing / ensures QC (technical) standards
Takes care of the client (meets deadlines, timely communication)
Develops engagement team (prepares seniors to the next level)
Exhibit technical proficiency and the management ability to plan, budget for, and manage complete audit and/or client engagements, including preparation of reporting products, in accordance with MGO's policies, procedures and practices.
Demonstrate a command of project management skills exhibiting the ability to complete and deliver products and services in a timely and efficient manner.
Manage lower level associates, providing timely verbal and written feedback including conducting annual performance evaluations.
Exhibit expertise in assigned areas/departments of the firm.
Demonstrate ability to resolve technical and client service issues and/or problems independently.
Recognize and capitalize on opportunities to provide additional services to clients.
Monitor and manage hourly yields realized on engagement or client billings, pursuing cost savings and raising ideas from others and self.
Prepare billing worksheets as per firm schedule and procedures and communicate with clients to ensure satisfaction and retention.
May act as advisor to lower level associates.
Personnel responsibilities such as hiring, termination, promotion, demotion, assignment and performance feedback.
Minimum Qualifications:
Minimum of 5 years of experience in public accounting, state and local government auditing experience, required with a minimum of 2 years of experience as a senior associate.
Demonstrated ability to manage large engagement teams dealing with sophisticated local governments and the ability to prepare financial statement in accordance with GASB 34.
Advanced technology skills in data analytics, financial statement preparation applications and research.
Proven ability to assign work, guide employees and complete projects on time and in budget.
Bachelor's Degree in accounting OR Bachelor's Degree plus requisite accounting coursework.
Certified Public Accountant (CPA) License from appropriate state.
Demonstrated ability to communicate effectively both verbally and in writing to direct reports, management at higher levels and clients.
CPA License (active and in good standing) from appropriate state.
Revenue Audit Manager
Senior associate job in Jamul, CA
The Revenue Audit Manager ensures that departmental and functional procedures, internal controls, and reporting conform to Jamul Casino's procedures, policies, and NIGC regulations while directing specific areas within the overall audit department operation. The Manager will be hands on with the ability to complete the job duties of the Revenue Auditors for both gaming and non-gaming areas. The Manager works to ensure processes are operating effectively and efficiently, implementing best practices and improvements per-casino standards, evaluates new products, service, and technology and maintains knowledge of current and evolving industry trends.
QUALIFICATIONS AND REQUIREMENTS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be at least 21 years of age.
* Bachelor's degree in related field or equivalent work experience.
* 5 + years of progression casino experience in a similar auditing leadership role.
* 3 + years Gaming Revenue Audit experience
* 3 + years Gaming Internal Control experience
* 3 + years General Accounting experience
* Knowledge of Excel, Gaming and POS platforms.
* Strong knowledge of (Gaming audit) table games, slots, Poker, F&B and Other revenues' audit required.
* Knowledge of Gaming MICS.
* Knowledge of Title 31.
* Gaming License required.
* Candidate must be able to work all shifts and weekends.
ESSENTIAL DUTIES AND RESPONSIBILITIES
* Manage the revenue audit team to ensure the completion of all daily revenue audits.
* Ensure all related policies and procedures are adhered to.
* Assist the Director of Finance on all daily Accounting entries.
* Complete journal entries, reconcile balance sheet accounts, and produce various revenue reports and statistical analysis.
* Train, cross-train, schedule and ensure coverage for all daily audit functions.
* Ensure compliance with Gaming Control Regulations and Minimum Internal Control Standards for all Gaming Departments.
* Responsible for providing guidance and daily supervision to staff in the Revenue Audit department. Supports and administers operational goals and monitors achievements of performance and profit objectives.
* Adheres to scheduling and coordinates with manager any scheduling concerns, with attention to deadlines.
* Responsible for supporting compliance to departmental budgets.
* Fulfills the duties of a revenue auditor.
* Monitor compliance of revenue activities on the property via the exception process to ensure that all relative documentation is completed in compliance with all applicable laws.
* Execute procedural policies for audits, make corrections or revisions as needed.
* Complete financial spreadsheets and updates information on a regular basis.
* Enthusiastically supports, actively promotes, and demonstrates superior customer service in accordance with department and company standards and programs. Ensures customer service standards are followed by all team members and addresses issues as they arise.
* Maintains strict confidentiality in all departmental and company matters.
SUPERVISORY RESPONSIBILITIES:
* Manages work procedures and expedites workflow.
* Communication: Believes in the importance of keeping others informed. Spends time clearly defining expectations.
* Leads and Develops a High-Performing, Inclusive, and Diverse Workforce: Creates a culture of high-performance and team member engagement.
* Assesses skills of team members and provides developmental opportunities to enhance current and future performance. Holds self and others accountable and enforces high standards.
* Coaches and mentors others and provides candid and constructive feedback.
LANGUAGE SKILLS
Ability to read and interpret documents In English, such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to read and communicate verbally in English. Written communication skills in English may also be required.
MATHEMATICAL SKILLS
Ability to add, subtract, multiply, and divide into all units of measure, using whole numbers, common fractions, and decimals. Ability to perform these operations using units of American money and weight measurement, volume, and distance. Must be able to efficiently and accurately count money and gaming chips and make a change. Possess the ability to operate an adding machine and have basic computer skills.
REASONING ABILITY
Ability to apply commonsense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
CERTIFICATES, LICENSES, REGISTRATIONS
Team members must be able to qualify for licenses and permits required by federal, state, and local regulations.
PHYSICAL DEMANDS
The physical demands described here represent those that must be met by a team member to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the team member is regularly required to stand and use hands to finger, handle, or feel objects, tools, or controls. The team member frequently is required to reach with hands and arms and talk or hear. Specific vision abilities required by this job include close vision, color vision, and peripheral vision.
The team member must regularly lift and/or move up to 25 pounds, frequently lift and/or move up to 50 pounds, and occasionally lift and/or move up to 75 pounds, and must have the ability to push, pull, reach, bend, twist, stoop, stack, crouch, kneel and balance when performing job duties in varying work areas such as confined spaces.
WORK ENVIRONMENT
The work environment characteristics described here represent what a team member encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually very loud. Team member will be exposed to an environment containing unrestricted secondhand tobacco smoke.
Revenue Audit Manager
Senior associate job in Jamul, CA
Job Description
The Revenue Audit Manager ensures that departmental and functional procedures, internal controls, and reporting conform to Jamul Casino's procedures, policies, and NIGC regulations while directing specific areas within the overall audit department operation. The Manager will be hands on with the ability to complete the job duties of the Revenue Auditors for both gaming and non-gaming areas. The Manager works to ensure processes are operating effectively and efficiently, implementing best practices and improvements per-casino standards, evaluates new products, service, and technology and maintains knowledge of current and evolving industry trends.
QUALIFICATIONS AND REQUIREMENTS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be at least 21 years of age.
Bachelor's degree in related field or equivalent work experience.
5 + years of progression casino experience in a similar auditing leadership role.
3 + years Gaming Revenue Audit experience
3 + years Gaming Internal Control experience
3 + years General Accounting experience
Knowledge of Excel, Gaming and POS platforms.
Strong knowledge of (Gaming audit) table games, slots, Poker, F&B and Other revenues' audit required.
Knowledge of Gaming MICS.
Knowledge of Title 31.
Gaming License required.
Candidate must be able to work all shifts and weekends.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Manage the revenue audit team to ensure the completion of all daily revenue audits.
Ensure all related policies and procedures are adhered to.
Assist the Director of Finance on all daily Accounting entries.
Complete journal entries, reconcile balance sheet accounts, and produce various revenue reports and statistical analysis.
Train, cross-train, schedule and ensure coverage for all daily audit functions.
Ensure compliance with Gaming Control Regulations and Minimum Internal Control Standards for all Gaming Departments.
Responsible for providing guidance and daily supervision to staff in the Revenue Audit department. Supports and administers operational goals and monitors achievements of performance and profit objectives.
Adheres to scheduling and coordinates with manager any scheduling concerns, with attention to deadlines.
Responsible for supporting compliance to departmental budgets.
Fulfills the duties of a revenue auditor.
Monitor compliance of revenue activities on the property via the exception process to ensure that all relative documentation is completed in compliance with all applicable laws.
Execute procedural policies for audits, make corrections or revisions as needed.
Complete financial spreadsheets and updates information on a regular basis.
Enthusiastically supports, actively promotes, and demonstrates superior customer service in accordance with department and company standards and programs. Ensures customer service standards are followed by all team members and addresses issues as they arise.
Maintains strict confidentiality in all departmental and company matters.
SUPERVISORY RESPONSIBILITIES:
Manages work procedures and expedites workflow.
Communication: Believes in the importance of keeping others informed. Spends time clearly defining expectations.
Leads and Develops a High-Performing, Inclusive, and Diverse Workforce: Creates a culture of high-performance and team member engagement.
Assesses skills of team members and provides developmental opportunities to enhance current and future performance. Holds self and others accountable and enforces high standards.
Coaches and mentors others and provides candid and constructive feedback.
LANGUAGE SKILLS
Ability to read and interpret documents In English, such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to read and communicate verbally in English. Written communication skills in English may also be required.
MATHEMATICAL SKILLS
Ability to add, subtract, multiply, and divide into all units of measure, using whole numbers, common fractions, and decimals. Ability to perform these operations using units of American money and weight measurement, volume, and distance. Must be able to efficiently and accurately count money and gaming chips and make a change. Possess the ability to operate an adding machine and have basic computer skills.
REASONING ABILITY
Ability to apply commonsense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
CERTIFICATES, LICENSES, REGISTRATIONS
Team members must be able to qualify for licenses and permits required by federal, state, and local regulations.
PHYSICAL DEMANDS
The physical demands described here represent those that must be met by a team member to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the team member is regularly required to stand and use hands to finger, handle, or feel objects, tools, or controls. The team member frequently is required to reach with hands and arms and talk or hear. Specific vision abilities required by this job include close vision, color vision, and peripheral vision.
The team member must regularly lift and/or move up to 25 pounds, frequently lift and/or move up to 50 pounds, and occasionally lift and/or move up to 75 pounds, and must have the ability to push, pull, reach, bend, twist, stoop, stack, crouch, kneel and balance when performing job duties in varying work areas such as confined spaces.
WORK ENVIRONMENT
The work environment characteristics described here represent what a team member encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually very loud. Team member will be exposed to an environment containing unrestricted secondhand tobacco smoke.
Senior Associate, Private Wealth
Senior associate job in Anza, CA
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
Are you interested in joining one of the fastest growing public accounting firms?
Would you like the ability to focus on one industry sector and further become an expert for your clients?
If yes, consider joining Baker Tilly (BT) as a Private Wealth Tax Senior Associate! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to individual and flow-through clients. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You will enjoy this role if:
You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve
You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)
You want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrow
What you will do:
Be a trusted member of the engagement team providing various federal tax compliance and consulting services to industry specific clients:
Provide tax compliance and advisory services to S-corporations, partnerships, individuals and corporations ranging from middle market to multinational companies
Participate in tax research projects on a variety of tax issues, help to draft IRS responses and address other tax authority inquiries
Team with leaders on special projects in various areas of corporate and flow through taxation such as accounting methods and ASC740
Develop recommendations for the client to consider and share with leadership to discuss and strategize
Communicate and team with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas
Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs
Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Enjoy friendships, social activities and team outings that encourage a work-life balance
Qualifications
Successful candidates will have:
Bachelor's degree in accounting or law, or a related degree in business, and sufficient course work and credits to sit for the CPA and/or Bar exam in the state you are being considered
CPA or JD license preferred
Two (2)+ years of experience providing federal tax compliance and consulting services in a public accounting firm
Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
Strong leadership, project management, organizational and analytical skills, initiative, adaptability
Microsoft Suite skills
Highly developed software and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred
#LI-MS1
The compensation range for this role is $67,880 to $128,690. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Auto-ApplyAdvisory Senior Associate
Senior associate job in San Diego, CA
Our client's Federal Government Contracting Practice provides sound regulatory and strategic compliance and business consulting solutions to clients who contract with the United States Federal Government and their Agencies. We support our clients develop and maintain appropriate business systems and controls, devise solutions, develop training and compliance programs and provide dispute resolution involving pricing, costing and administration of contracts.
Summary:
Work directly with clients on audits or issues relating to government accounting compliance. Assist with the preparation and support of contractually required government submissions and perform other duties, as assigned.
Basic Qualifications:
Experience with Microsoft Office, including Excel
Ability to research and find historical documentation from financial records to support costs
Ability to organize and present data to auditors and explain the source data
Ability to work independently to complete assigned tasks
BA or BS degree in Business, Accounting, Finance, or Economics or 2+ years of experience with government contract cost accounting
CPA or working towards a CPA license
Additional Qualifications:
Experience with government contract cost accounting
Experience with responding to government audit requests
Experience with ERP systems
Experience with budget preparation or reporting
Knowledge of the FAR, DFAR, and CAS and their application
Possession of excellent oral and written communication skills
Possession of excellent interpersonal skills
Senior Associate, Americas Strategic Consulting
Senior associate job in San Diego, CA
Job Title Senior Associate, Americas Strategic Consulting This unique role will be focused on delivering real estate and business advisory services to some of the world's most innovative companies. The advisory work delivered by this talented Sr. Associate will have a meaningful impact on key clients and will include location strategy, incentives procurement, portfolio intelligence, and human capital advisory. As part of a high-performing team, this individual will deliver best-in-class real estate and operational solutions. This client-facing role will play a vital part in managing multiple priorities including research and analysis, financial modeling, and business case analysis. This is a dynamic opportunity for an intellectually curious professional focused on delivering significant results for great companies.
Job Description
* Lead quantitative and qualitative analyses, research and due diligence, and organize data into logical communication and messages as part of client presentation materials
* Interpret, evaluate, and interrelate research data for inclusion into client briefings, presentations, and reports
* Assist in managing relationships with internal stakeholders and partners throughout the project cycle, from pitching to delivering business
* Contribute to the team's strategic approach to consulting assignments
* Manage multiple assignments concurrently, prioritizing (with managerial oversight) deliverables in a fast-paced environment
* Use PowerPoint, Excel, PowerBI, Tableau and other applicable presentation tools to organize and demonstrate recommended models for client presentations
* Support and contribute to a collaborative, teamwork environment
* Respond to team requests in a timely manner, meeting all team and project deadlines
* Present findings to clients and build effective client relationships
* Assist in project tracking and administration
* Other job duties as assigned
KNOWLEDGE AND EXPERIENCE
* 3-6 years of management consulting, finance, real estate, or equivalent experience in an innovative environment
* 3+ years of client-facing experience preferred
* Bachelors degree, in Business, Accounting, Finance, Economics, [Engineering,] or related field preferred
* Solid economic, financial, and quantitative problem solving skills
* Strong knowledge and proficiency with spreadsheet and presentation software including Microsoft Office (Word, Excel, PowerPoint, Keynote)
* PowerBI, Tableu, SQL, Alteryx experience strongly preferred
* Ability to create, compose, and edit high quality, error free written materials
* Effective communication skills with an ability to share and synthesize knowledge and comfort with public speaking
* Excellent analytical and financial aptitude
* Exceptional organizational skills; able to balance multiple priorities and projects, keeping all team members informed of progress and issues
* Ability to be creative and resourceful
Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.
The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications.
The company will not pay less than minimum wage for this role.
The compensation for the position is: $ 86,615.00 - $101,900.00
Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at ************** or email ***********************. Please refer to the job title and job location when you contact us.
INCO: "Cushman & Wakefield"
Easy ApplySenior Associate
Senior associate job in San Diego, CA
Are
you
interested
in
becoming
a
valued
member
of
a
remarkable
team
and
firm?
A
place
where
your
talents
can
shine
as
you
assist
clients
in
improving
their
financial,
tax,
and
business
aspects?
Are
you
seeking
a
collaborative,
innovative,
and
fulfilling
work
environment
where
your
contributions
are recognized and rewarded?
Auto-Apply