JOB DESCRIPTION:
This position is officially employed by Ascend Partner Services LLC, with the primary worksite located at its subsidiary, PPCO Advisors LLC, in San Jose, California. Telecommuting from anywhere in the U.S. is an option for this position.
Client Accounting Project Execution:
Lead the execution of client engagements, ensuring timely delivery and meeting business unit turnaround guidelines.
Address review points promptly and proactively communicate any potential delays.
Manage and prioritize tasks to ensure that client needs and project timelines are met efficiently.
Revenue & Productivity Goals:
Achieve annual revenue and billable utilization targets.
Monitor personal progress towards goals, seek efficiencies in project execution, and optimize work value to maximize firm productivity.
Workflow & Account Management:
Manage project workflows, ensuring that project statuses are up to date and that clients are kept informed.
Supervise junior team members, ensuring timely project completion and high-quality deliverables.
Effectively manage workload and collaborate with team members to meet deadlines.
Technical Excellence & Development:
Maintain proficiency in QuickBooks Online.
Develop subject matter expertise in key focus areas and provide training and guidance to junior staff.
Conduct research on emerging issues and industry trends, applying this knowledge to client engagements.
Quality & Client Service:
Submit clear, complete workpapers, performing thorough self-reviews to minimize the need for extensive review points.
Ensure high standards of client service by responding to client inquiries and communications within two business days.
Maintain client relationships and deliver clear, actionable advice that adds value to the clients business.
Team Collaboration & Leadership:
Actively participate in team meetings and collaborate with remote and in-office teams to ensure efficient project execution.
Provide constructive feedback to junior staff during performance evaluations to support their growth.
Lead by example, promoting a collaborative and supportive team culture.
Compliance & Firm Procedures:
Accurately record time, using appropriate time codes, and ensure compliance with billing requirements.
Follow firm protocols, policies, and compliance regulations to maintain high standards of professionalism and efficiency.
JOB REQUIREMENT:
Bachelors degree in Accounting, Finance, Business Administration, Economics, or a related field.
2 years of public accounting experience including financial statement preparation and accounting advisory for small to mid-sized businesses.
This position also requires any level of education or experience in each of the following:
o Demonstrated ability to lead teams, manage client relationships, and deliver advisory services
o Analytical, communication, and project management skills
o Proficiency in QuickBooks Online
o Understanding of GAAP
Travel domestically to client sites based on Partner's and client's needs, about 20% of work time (more than a few days but less than 60 days a year.).
Telecommuting from anywhere in the U.S. is an option for this position.
WORK SCHEDULE:
40 hours per week
TO APPLY:
Email resume to
CONTACT:
Marechet Belete, Head of People
Ascend Partner Services LLC
