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Business Advisory Sr. Associate

5 months ago

Houston, United States Pannell Kerr Forster of Texas, PC Full time
Job DescriptionJob Description

Firm Description:

Pannell Kerr Forster of Texas, P.C. (PKF Texas) is a Houston-based CPA firm of forward-thinking entrepreneurs and business advisors who creatively integrate traditional values, practical solutions and intelligent change by focusing on the client’s unique needs.

PKF specializes in mid-sized growing companies as well as publicly traded companies and individuals who enjoy the benefits of working with a client-centric firm offering a full-range of business consulting, technology, assurance, entrepreneurial advisory and tax solutions.

At PKF Texas, we're a successful, collaborative team of individuals who are interested in facing new challenges together. Our pace is dynamic, our projects are interesting and challenging, our training is award winning and our culture is nurturing. You will find our executives and team members truly care about your personal and professional success. As a people-centered firm, we offer a flexible work environment, provide opportunities for growth, are committed to training and learning and want to see you advance to the next level in your career. We're looking for people with integrity who want a career - not just a job.

Job Summary:

PKF Texas is seeking a Senior Associate Consultant to join the Business Advisory Services (BAS) group to provide a range of services to our clients including full-cycle accounting assistance, cash flow management, accounting software support, budgeting and budgetary controls, financial statements, accounts payable/receivables and other consulting. This individual should have a client service orientation, professional appearance, integrity and mature demeanor.

Essential Duties and Responsibilities:

  1. Provides accounting and training for clients including accounting software, account reconciliation, full-cycle accounting, and financial reporting
  2. Appropriately manages risk and ensures quality control procedures are being executed
  3. Demonstrates knowledge of all technical aspects of the job, including related knowledge of necessary accounting systems and procedures
  4. Recognizes needs and issues pertinent to client activity and demonstrates ownership of an engagement’s day-to-day tasks and activities
  5. Responds timely and accurately to internal team and client requests
  6. Is proactive in seeking opportunities to achieve target chargeability
  7. Understands that time may be spent in both the Firm’s offices and/or the client’s premises. Additionally, client service activity may not always be predictable, and may be subject to immediate change or on-call requests with very short notice. Travel may be required and sometimes is unpredictable, depending on client’s needs. Some flexibility required
  8. Recognizes complex technical issues, evaluates facts efficiently, and uses strategic decision-making skills to assist management in solving problems
  9. Helps to appropriately manages risk and ensures quality control procedures are being executed
  10. Ensures top quality client service and communicates with clients on a consistent basis to maintain a smooth working relationship
  11. Helps identify and resolve client/team issues in a timely manner
  12. Maintains active communication with engagement team and clients to manage expectations, deadlines, and deliverables
  13. Works effectively within given budgetary parameters; assists staff in prioritizing and managing their workload. Approaches projects with a sense of urgency and is completion oriented
  14. Oversee or assist with special projects

Skills, Education and/or Experience:

  • Minimum of 3 years' experience with full-cycle accounting and a strong understanding of GAAP
  • Bachelor’s degree in Accounting or related field
  • CPA eligibility preferred. CPA license is a plus
  • Public accounting experience, especially in audit is preferred
  • Experience utilizing Microsoft Office Suite. Advanced Excel (V-Lookups & Pivot Tables) preferred
  • Experience using ERP systems (NetSuite, SAGE/MAS, QuickBooks) preferred
  • Ability to research accounting issues
  • Ability to organize work and projects, prioritize and meet deadlines. Ability to complete work in an efficient and accurate manner
  • Ability to reason and effectively multi-task. Strong communication skills with the ability to apply understanding to carry out and to give instructions in written and oral form
  • Supervisory skills are required
  • Ability to travel approximately 50% to client sites (primarily in Houston and surrounding areas)
  • Bilingual in English/Spanish is a plus

Benefits & Perks:

We are proud to be recognized as one of the top workplaces in our industry. In fact, it’s our employees themselves who say our company is a great place to work. Ask Anyone

Some of the great benefits our employees enjoy includes:

  • Generous benefits including Health, Dental, and Vision
  • 401(k) and discretionary profit sharing
  • Performance bonus program
  • Free covered and attached parking
  • Free onsite fitness center
  • Very generous PTO/paid holidays
  • Sustainable work-life balance and flexibility
  • Dress for your day attire
  • Loyalty cash program
  • Training and development
  • PKF Texas swag and much more

To learn more about PKF Texas, please visit our website at www.pkftexas.com.