Senior Associate of Accounting

1 day ago


Willow Grove, Pennsylvania, United States Matrix Executive Search, LLC Full time
Job Description

A leading integrated financial management firm is seeking an experienced Senior Associate of Accounting to join its headquarters finance team. The Senior Associate of Accounting will work closely with the accounting and advisory client service teams to help closely held business owners achieve financial success.

Responsibilities:

  • Lead the delivery of accounting services, including preparations, compilations, and reviews, ensuring accuracy and quality.
  • Provide advisory services related to entity setup and restructuring, budgeting/forecasting, capital transactions, and financial analysis.
  • Develop a strong understanding of client operations and processes to offer practical advice and solutions.
  • Support the development and mentorship of staff accountants, helping them grow their skills.
  • Maintain long-term relationships with clients, building trust and acting as a point of contact for client inquiries.
  • Identify opportunities for improving client services and assist in expanding the firm's client base.

Requirements:

  • Bachelor's degree in accounting or related field; advanced degree highly desirable, but not mandatory.
  • CPA certification or progress toward is preferred.
  • Minimum of 3-5 years of experience in public accounting, with exposure to private/closely-held businesses in lower middle market across a variety of industries.
  • Solid understanding of US GAAP and financial statement preparation.
  • Experience in business transitions or M&A is a plus.
  • Ability to manage client relationships and deliver tailored solutions.
  • Proficiency with CCH ProSystem fx Engagement and QuickBooks.
  • Strong Excel skills and working knowledge of Microsoft Office Suite.

Company Description

A rapidly growing integrated financial management firm offering Accounting, Tax, Business Advisory, Investment Banking and Wealth Management to diverse industry clients.


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