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Accounting Experienced Staff

Why Windes?

Since 1926, our focus has been on doing the right thing. Our long-standing reputation is built on our guiding principles of integrity, independence, continued improvements, and professional excellence. We are regularly recognized as one of the “Best Accounting Firms to Work For” by Accounting Today. At Windes, we concentrate on recruiting and retaining the best people. We realize that our people are our greatest asset and we will provide you with the training, coaching, and professional development opportunities you need to be successful and excel in our profession.

Responsibilities

As an experienced accounting associate, you will be a valuable member on several diverse engagement teams. You will continue to grow your accounting knowledge with on-the-job technical training, using leading technology, as you collaborate daily in a dynamic team environment.

Qualifications

  • Experience with financial statement preparation, review, and analytics
  • Knowledgeable with reconciliations, A/R and A/P management
  • Knowledgeable and capable of working in both the financial statements and detailed general ledger
  • Strong command of assessing the need for and booking of AJEs using cash or accrual accounting methods
  • Experience in sales tax, payroll and Forms 1099

Required Education and Experience:

  • Preferred Bachelor’s Degree in Accounting, or Business or equivalent on-the-job experience
  • 2+ years relevant experience
  • Public accounting experience preferred
  • Strong analytical, technical, and research skills
  • Strong organizational skills and attention to detail
  • Ability to balance multiple priorities and complete assignments within time constraints and deadlines
  • Strong knowledge of various accounting software (e.g., QuickBooks, Sage, Xero, NetSuite, Bill.com, MS Dynamics 365, etc.)
  • Strong experience with PC based Microsoft Office, Excel, Word, Adobe, PowerPoint
  • Willing to work in the office and at various local client offices as needed, and ability to quickly adapt to changing client and business dynamics
  • Salary range: $30-$40 per hour plus 1.5 O/T

To Apply:

Email your résumé to Eileen Harris at eharris@windes.com with the position you are applying for in the subject line.

AP Clerk – Audit Specialist

Why Windes?

Windes, a top regional public accounting firm, is looking to add an organized and detail-oriented AP Clerk-Audit specialist to our growing team. Since 1926, Windes’ focus has been on doing the right thing. Our long-standing reputation is built on our guiding principles of integrity, independence, continued improvements, and professional excellence. We are consistently recognized as one of the “Best Places to Work For” by The Orange County Business Journal and Los Angeles Business Journal. At Windes, we concentrate on recruiting and retaining the best people. We realize that our people are our greatest asset and we will provide you with the training, coaching, and professional development opportunities you need to be successful and excel in our firm.

Responsibilities

Under the direction of an audit manager and in collaboration with a pool of audit specialists you will work through a list of defined audit procedures.  Your work shall support the efficiency of the audit process to effectively produce high-quality deliverables for clients.

What you’ll be doing:

  • Preparing and reviewing audit schedules, reports, and spreadsheets
  • Facilitating organized intake of audit schedules from clients
  • Matching transactions with supporting documentation
  • Scanning, drafting letters, and other administrative duties as assigned

What you need to be successful:

  • Strong attention to detail and good communication skills
  • Flexibility and ability to adapt to changing responsibilities while coordinating job tasks across multiple clients
  • A knack for learning new technical subject matter quickly, prioritizing work to balance multiple projects and deadlines, and willingness to work as a self-starter
  • Commitment to strong working relationships in a team atmosphere at all levels within the organization
  • Sensitivity to confidential documents and information
  • Proficiency in Microsoft Excel, and Word
  • Willingness to work overtime on a limited basis

Bonus Assets:

  • One or more years of experience in AP and/or bookkeeping
  • Associate Accounting degree a plus
  • We offer excellent benefits, including paid time off; health, dental, and vision insurance; 401k and profit-sharing plans
  • Flexible hours may be considered for those with the skills and experience we seek
  • Our atmosphere is fun, our hourly compensation is competitive, and focused training is available on the job.
  • Salary range: $28-$30 per hour plus 1.5 O/T

To Apply:

Email your résumé to Eileen Harris at eharris@windes.com with the position you are applying for in the subject line.

Audit & Assurance Senior

Why Windes?

Since 1926, Windes’ focus has been on doing the right thing. Our long-standing reputation is built on our guiding principles of integrity, independence, continued improvements, and professional excellence.

We are regularly recognized as one of the “Best Accounting Firms to Work For” by Accounting Today and Windes has been named as a 2021 honoree of The Civic 50 Orange County by OneOC in partnership with Points of Light, the world’s largest organization dedicated to volunteer service. We have made the list every year since the inception of the program in 2018 and we were named the Medium OC Workforce Award Winner in 2019.

At Windes, we concentrate on recruiting and retaining the best people. We realize that our people are our greatest asset and we will provide you with the training, coaching, and professional development opportunities you need to be successful and excel in our profession.

Responsibilities

As an Audit and Assurance Senior, you will be a valuable team member in our audit practice serving an array of industries including manufacturing, trade and transportation, not for profits, ERISA, construction, and professional service organizations.  A Senior’s focus is interfacing with clients, running multiple engagements, supervising and training less experienced staff, assigning tasks and running jobs, planning and coordinating engagements, performing detailed reviews of staff work, and presenting reviewed financial statements to a Manager or Partner.  Seniors will effectively communicate with all levels of engagement and client management and demonstrate a good understanding of the client’s financial information systems, operations, and industries. Seniors take responsibility for overall engagement planning and job administration.

Qualifications

Required:

  • Bachelor’s Degree in Accounting, Business or related field
  • Strong academic track record
  • 2-3+ years relevant experience
  • Excellent research, writing, and communication skills

Preferred:

  • All 4 parts of CPA exam completed
  • CPA license

Available:

  • Hybrid and Remote Options
  • Salary range: $80K-100K

To Apply:

Email your résumé to Eileen Harris at eharris@windes.com with the position you are applying for in the subject line.

Senior Digital Marketing Manager

Location: Hybrid Remote in Irvine, CA

The Senior Digital Marketing Manager at Windes is responsible for developing and executing holistic marketing strategies and campaigns, managing all digital platforms and service providers, and ensuring the success of Windes business growth objectives and client experience goals. This role will drive website traffic, client engagement, lead generation, and grow brand awareness via an omni channel approach. Your responsibilities will range from planning, implementing, analyzing, executing, and optimizing all digital (and some traditional) marketing activities including Affiliate/Channel Marketing.

The successful candidate should have a broad base of B2B marketing and digital skills, including email marketing (marketing automation), CRM integration, web development, digital media, social media management and marketing analytics.

Salary range is $90,000-$120,000.

RESPONSIBILITIES

  • In this hands-on role, you will develop and execute plans annual/quarterly marketing plans for client acquisition, engagement, and partnerships.
  • Manage and perform Growth Marketing deliverables, ensure projects are on deadline and brand assets are consistent.
  • Build B2B marketing plans, implement campaigns, and measure performance.
  • Develop and execute specific campaigns to create and maintain high levels of B2B client engagement, and drive traffic to the Windes website(s).
  • Manage digital marketing channels (e.g., emails and social media, digital media) to ensure brand consistency.
  • Lead creative email campaign projects as well as external resources to deliver innovative messaging that generates leads and grows brand awareness.
  • Lead, mentor, and manage a small team, fostering a collaborative and innovative work environment.
  • Manage (and perform) the day-to-day operations, production, and execution of nurturing programs through our marketing automation platform (currently Act-On).
  • Help build, test, launch and analyze automated campaigns.
  • Lead the production of materials including but not limited to HTML emails, landing pages, social media programs, digital media programs and other marketing activities as assigned.
  • Oversee the development and execution of effective social media strategies.
  • Create, maintain, and evolve an email marketing calendar.
  • Document daily operational workflow and marketing automation best practices to ensure proper list management, data quality, list hygiene and campaign optimization.
  • Increase email campaign performance by optimizing subject lines, call-to-action (CTA), open rates, click–through rates and conversion rates.
  • Contribute to the development of seasonal and/or product specific go-to-market strategies.
  • Collaborate regularly with other members of the sales and marketing teams, and others across the company, as required.
  • Utilize analytics tools to track and analyze key performance metrics, providing actionable insights and making data-driven decisions to improve campaign effectiveness continually.
  • As required, manage contractor or freelancer relationships.

REQUIRED KNOWLEDGE, SKILLS or ABILITIES

  • Bachelor’s degree in marketing, or related field required.
  • At least 5-8 years of practical experience in marketing, including 2-3 years of experience in marketing operations (including automation).
  • Expert knowledge of email and marketing automation processes.
  • Demonstrated experience and proven track record with SEO/SEM strategies.
  • Familiarity with HTML/CSS.
  • Ability to learn, create, and adapt to ever changing online activities.
  • Excels at project management and multi-tasking.
  • Self-starter with the ability to find solutions for unstructured problems.
  • Outstanding verbal and written communication skills.
  • Attention to detail and flawless execution.
  • Ability to work independently with minimal direction while also functioning and contributing as part of a team.

To Apply:

Email your résumé to Eileen Harris at eharris@windes.com with the position you are applying for in the subject line.

Outsourced Accounting Services - Manager

Why Windes?

Since 1926, Windes’ focus has been on doing the right thing. Our long-standing reputation is built on our guiding principles of integrity, independence, continued improvements, and professional excellence. We are regularly recognized as one of the “Best Accounting Firms to Work For” by Accounting Today. At Windes, we concentrate on recruiting and retaining the best people. We realize that our people are our greatest asset and we will provide you with the training, coaching, and professional development opportunities you need to be successful and excel in our profession.

Purpose of this Position

Reports to the Director and is responsible for managing a portfolio of clients of varying sizes and acts as the point of contact for clients. You will ensure that client deliverables are presented with a technically-accurate, high-quality product representative of the firm’s commitment to excellent client service. You will be responsible for mentoring, supervising, and coaching staff and seniors with a hands-on approach, providing assistance with financial preparation, general ledger, and bookkeeping services. You should develop community and professional relationships through participation in various social networking events and professional associations.

Essential Duties and Responsibilities:

  • Manage and supervise staff and senior accountants within the department
  • Support the Director with overall department workload tasks and deadlines
  • Provide training sessions and training material on a quarterly basis on accounting topics
  • Collaborate with other department managers with effective communication
  • Keep current on accounting regulations, concepts, and technology
  • Assist with onboarding of new clients and new client proposals
  • Maintain quality and control over client deliverables
  • Review financials statements and accounting spreadsheets for quality and accuracy
  • Review supporting documents and provide notes for corrective action
  • Review payroll and sales and use tax returns for quality and accuracy
  • Review property tax returns and form 1096/1099s on an annual basis
  • Comfortable with bookkeeping spreadsheets and various accounting platforms
  • Knowledge of GAAP basis of accounting
  • Responsible for multiple clients simultaneously
  • Maintain workload and deliverables in a timely manner
  • Track time spent on client work
  • Attend weekly COS leadership meetings
  • Attend bi-monthly COS group meetings
  • Other duties and ad-hoc reports as assigned

Supervisory Responsibilities

This job has supervisory responsibilities.

Qualifications

To perform this position 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.

Education and/or Experience

Bachelor’s degree in Accounting/Business or equivalent plus 3 to 5 years of relevant experience and/or training. Public Accounting Firm experience is a plus.

Mathematical Skills

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, decimals, and ratio allocations. Ability to apply concepts of basic math. Strong analytical and technical skills are preferred. Forecasting and budgeting experience is a plus.

Computer Skills

Be comfortable using various accounting platforms and computer spreadsheets. QuickBooks Desktop/Online, Sage, Microsoft Office (i.e. Excel, Word, Adobe) experience is highly preferred. Experience with Bill.Com and Gusto is a plus.

Language and Reasoning Skills

Ability to read, analyze and interpret documents and client correspondence. Ability to speak effectively with clients or employees of the company. Ability to apply common sense understanding to carry out instructions furnished in written, verbal or diagram form.

 Other Skills and Abilities

  • Able to work independently or in a team setting.
  • Availability, flexibility, and professional maturity to represent the company and its clients.
  • Ability to maintain confidentiality and discretion at all times while exercising good judgment.
  • Ability to remain calm when faced with mounting pressure related to deadlines and multiple priorities.
  • Well-developed oral and written communication skills to meet a variety of communication needs.
  • Good interpersonal skills that foster open upward and downward communication built on mutual respect.
  • Ideal candidate is organized, efficient, and detail-oriented.
  • Willing to work in the office and at various local client locations as needed.
  • Ability to adapt to changing client and business dynamics, fast-paced, deadline-oriented environment
  • Salary range: 90K-130K

Certificates, Licenses, Registrations

CPA license is a plus.

To Apply:

Email your résumé to Eileen Harris at eharris@windes.com with the position you are applying for in the subject line.

Outsourced Accounting Services - Senior Accountant

Why Windes?

Since 1926, Windes’ focus has been on doing the right thing. Our long-standing reputation is built on our guiding principles of integrity, independence, continued improvements, and professional excellence. We are regularly recognized as one of the “Best Accounting Firms to Work For” by Accounting Today. At Windes, we concentrate on recruiting and retaining the best people. We realize that our people are our greatest asset and we will provide you with the training, coaching, and professional development opportunities you need to be successful and excel in our profession.

Purpose of this Position

Reports to the Manager(s) and is responsible for providing general ledger and bookkeeping services; including, but not limited to financial statement preparation, reconciliations, general ledger review, record journal entries, and providing administrative and client service duties as needed.

Essential Duties and Responsibilities:

  • Financial statement preparation, review, and/or analysis
  • Reconcile bank and credit card activity
  • Posting financial transactions using accounting software(s) and 3rd party platforms
  • Reconcile general ledger accounts and record journal entries as needed
  • Prepare supporting documents that reconcile to the financial statements
  • Comfortable with bookkeeping spreadsheets and accounting platforms
  • Experienced in sales and use tax returns, property tax returns, payroll, and Form 1096/1099s
  • Knowledge of Accrual Basis and Cash Basis of accounting
  • Responsible for multiple clients simultaneously
  • Maintain workload and deliverables in a timely manner
  • Track time spent on client work
  • Attend bi-monthly staff meetings
  • Other duties as assigned

Supervisory Responsibilities

This job has no supervisory responsibilities.

Qualifications

To perform this position 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.

Education and/or Experience

Bachelor’s degree in Accounting/Business or equivalent plus 3 to 5 years of relevant experience and/or training; or equivalent combination of education and experience. Public Accounting Firm experience is a plus.

Mathematical Skills

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, decimals, and ratio allocations. Ability to apply concepts of basic math. Strong analytical and technical skills are a plus.

Computer Skills

Be comfortable using various accounting platforms and computer spreadsheets. QuickBooks Desktop/Online, Sage, Microsoft Office (i.e. Excel, Word, Adobe) experience is highly preferred. Experience with Bill.Com and Gusto is a plus.

Language and Reasoning Skills

Ability to read, analyze and interpret documents and client correspondence. Ability to speak effectively with clients or employees of the company.  Ability to apply common sense understanding to carry out instructions furnished in written, verbal or diagram form.

Other Skills and Abilities

  • Able to work independently or in a team setting.
  • Availability, flexibility, and professional maturity to represent the company and its clients.
  • Ability to maintain confidentiality and discretion at all times while exercising good judgment.
  • Ability to remain calm when faced with mounting pressure related to deadlines and multiple priorities.
  • Well-developed oral and written communication skills to meet a variety of communication needs.
  • Good interpersonal skills that foster open upward and downward communication built on mutual respect.
  • Ideal candidate is organized, efficient, and detail-oriented.
  • Willing to work in the office and at various local client locations as needed.
  • Ability to adapt to changing client and business dynamics, fast-paced, deadline-oriented environment
  • Salary range: 70K-90K depending on experience

Certificates, Licenses, Registrations

There are no specific requirements for this position.

To Apply:

Email your résumé to Eileen Harris at eharris@windes.com with the position you are applying for in the subject line.

Senior Tax Manager/Director – Nonprofit (on-site, hybrid, or remote)

We are seeking a Nonprofit Senior Tax Manager or Director on-site in either our Long Beach or Irvine office, hybrid, or remote.

Position Requirements:

  • Desire to become a tax partner in the Not-For-Profit area at a leading regional CPA firm
  • CPA/ MBT (MST) or CPA/JD/ LLM
  • More than seven years of professional experience, with predominant and most recent experience at regional, national or Big 4 CPA firm
  • Reviewed or performed compliance on at least 50 not-for-profit returns (Forms 990/990-PF)
  • Reviewed or performed compliance on numerous unrelated business income tax returns (Forms 990-T)
  • Experience consulting with not-for-profit management regarding exemption applications, various tax and management issues
  • Progressive record of promotion
  • Successful in developing and mentoring staff toward promotion
  • Experience defending clients in IRS audits
  • Record of success in developing relationships within firm
  • Experience with software pertaining to not-for-profit returns

 Project Challenges:

 First Year:

  • Ability to successfully take over from practice partner the day-to-day management of firm’s not-for-profit tax practice which includes 100 – 150 returns
  • Develop and mentor staff to permit increased delegation of duties
  • Run various not-for-profit tax engagements as needed

 Long Term:

  • Develop relationships with and earn sufficient respect from staff, peers and partners to warrant promotion to partner
  • Gain sufficient expertise within not-for-profit practice to become technical expert
  • Demonstrate success in business development with new and existing clients
  • Develop community and professional relationships through participation/leadership in civic organizations and professional associations in candidate’s community of choice.
  • Salary range: $120K-$180K

To Apply:

Email your résumé to Eileen Harris at eharris@windes.com with the position you are applying for in the subject line.

Tax Experienced Staff/Senior

Why Windes?

Since 1926, Windes’ focus has been on doing the right thing. Our long-standing reputation is built on our guiding principles of integrity, independence, continued improvements, and professional excellence. We are regularly recognized as one of the “Best Accounting Firms to Work For” by Accounting Today. At Windes, we concentrate on recruiting and retaining the best people. We realize that our people are our greatest asset and we will provide you with the training, coaching, and professional development opportunities you need to be successful and excel in our profession.

Responsibilities

As an experienced tax associate/senior, you will be a valuable member on several diverse engagement teams. Daily tasks may include the preparation and/or review of business, individual, trust and/or non-profit tax returns, as well as research of tax regulations and tax planning projects. You will continue to grow your accounting knowledge with on-the-job technical training, using leading technology, as you collaborate daily in a dynamic team environment. As you progress in your career, you will begin to develop relationships with clients and begin building a contact network of referral sources and prospects. You will be presented opportunities for strategic tax planning and further client collaboration. As an experienced team member, you will supervise and train other tax associates.

Qualifications

Required:

  •  Bachelor’s Degree in Accounting, Business or related field
  • Strong academic track record
  • 2-5 years relevant experience
  • Proficiency in Microsoft Office, ProSystem fx
  • Excellent research, writing, and communication skills
  • Salary range: $33-$50 per hour plus 1.5 O/T

Preferred:

  • CPA License preferred

To Apply:

Email your résumé to Eileen Harris at eharris@windes.com with the position you are applying for in the subject line.

Tax Manager

Why Windes?

Since 1926, Windes’ focus has been on doing the right thing. Our long-standing reputation is built on our guiding principles of integrity, independence, continued improvements, and professional excellence. We are regularly recognized as one of the “Best Accounting Firms to Work For” by Accounting Today. At Windes, we concentrate on recruiting and retaining the best people. We realize that our people are our greatest asset and we will provide you with the training, coaching, and professional development opportunities you need to be successful and excel in our profession.

Responsibilities

You will demonstrate strong technical knowledge of individual, partnership, and corporate tax planning, consulting and compliance. You shall work as part of a multi-disciplinary team helping to provide industry knowledge and experiences.  You shall manage a portfolio of clients of varying size and scope and act as the point of contact for clients.  You shall ensure the client is presented with a technically-accurate and high-quality product representative of the firm’s commitment to excellent client service. You shall mentor, supervise and train tax staff and seniors through guidance and coaching. You shall also develop community and professional relationships through participation and leadership in civic organizations and professional associations.

Qualifications

Required:

  • Bachelor’s Degree in Accounting, Business or related field
  • CPA License
  • 6+ years relevant experience
  • Excellent research, writing, and communication skills
  • Proficiency in Microsoft Office, ProSystem fx
  • Experience in supervising, mentoring, and coaching staff
  • Salary range: $110K-$150K

To Apply:

Email your résumé to Eileen Harris at eharris@windes.com with the position you are applying for in the subject line.

Tax Senior – Estate and Trust

Why Windes?

Since 1926, Windes’ focus has been on doing the right thing. Our long-standing reputation is built on our guiding principles of integrity, independence, continued improvements, and professional excellence. We are regularly recognized as one of the “Best Accounting Firms to Work For” by Accounting Today. At Windes, we concentrate on recruiting and retaining the best people. We realize that our people are our greatest asset and we will provide you with the training, coaching, and professional development opportunities you need to be successful and excel in our profession.

Position Requirements:

  • CPA or JD preferred
  • More than four years of professional experience, with predominant and most recent experience at regional, national or Big 4 CPA firm
  • Reviewed or performed compliance on at least 10 estate tax returns
  • Reviewed or performed compliance on numerous fiduciary income tax returns
  • Interpreted wills and trusts pertaining to estate and fiduciary income tax returns
  • Experience defending clients in IRS audits
  • Experience with software pertaining to estate tax returns, estate planning, trust accounting and income tax returns
  • Salary range: $35-$50 per hour plus 1.5 O/T

To Apply:

Email your résumé to Eileen Harris at eharris@windes.com with the position you are applying for in the subject line.

Transaction Advisory (M&A) Manager

Why Windes?

Since 1926, Windes’ focus has been on doing the right thing. Our long-standing reputation is built on our guiding principles of integrity, independence, continued improvements, and professional excellence. We are regularly recognized as one of the “Best Accounting Firms to Work For” by Accounting Today and Windes has been named as a 2021 honoree of The Civic 50 Orange County by OneOC in partnership with Points of Light, the world’s largest organization dedicated to volunteer service. We have made the list every year since the inception of the program in 2018 and we were named the Medium OC Workforce Award Winner in 2019.

Role

Our Transaction Advisory Services practice is a team of professionals driven by a sense of excellence, integrity, commitment to lifelong learning, respect for one another, adaptability, and making a difference. We are the fastest-growing practice in the firm; with unlimited potential for growth, both as a department and for you as a professional.

We have an exciting career opportunity in our Transaction Advisory Services team, which the option to work in one of our three offices, remotely, or a hybrid. We are looking for a Manager to join our team.

Responsibilities:

  • Act as a key player in buy-side and sell-side financial due diligence engagements from both private equity and strategic corporate buyers
  • Perform quality of earnings and working capital analyses, assist with negotiation of target working capital
  • Analyze the financial statements and operations and identify issues that may impact the purchase price
  • Lead due diligence meetings with client and target company management team
  • Analyze historical financial statements and evaluate operational trends to identify sustainable earnings for a variety of industries, including manufacturing, distribution, hospitality, high-technology, and healthcare
  • Coordinate with team and management regarding client expectations concerning project deliverables and deadlines
  • Effectively write and communicate engagement reports and deliverables to client management

Qualifications:

  • Bachelor’s degree in Accounting, Finance, or related field required
  • Previous Transaction Advisory (M&A) experience required
  • Previous public accounting and/or consulting experience preferred
  • CPA, MBA, and/or other relevant professional certifications preferred
  • Strong current knowledge of US GAAP and US GAAS preferred
  • Strong Excel and PowerPoint skills
  • Ability to work additional hours as needed and travel locally (within Southern California) to clients as required
  • Excellent analytical and problem-solving skills
  • Strong written and verbal communication and presentation skills
  • Strong project management with the ability to work on multiple projects simultaneously in a team-oriented environment
  • Action-oriented, decisive approach to work required, with the willingness to take a hands-on role to ensure the deliverables are met on time
  • Salary range: $100K-140K

To Apply:

Email your résumé to Eileen Harris at eharris@windes.com with the position you are applying for in the subject line.

Transaction Advisory (M&A) Senior

Why Windes?

Since 1926, Windes’ focus has been on doing the right thing. Our long-standing reputation is built on our guiding principles of integrity, independence, continued improvements, and professional excellence. We are regularly recognized as one of the “Best Accounting Firms to Work For” by Accounting Today and Windes has been named as a 2021 honoree of The Civic 50 Orange County by OneOC in partnership with Points of Light, the world’s largest organization dedicated to volunteer service. We have made the list every year since the inception of the program in 2018 and we were named the Medium OC Workforce Award Winner in 2019.

Role

Our Transaction Advisory Services practice is team of professionals driven by a sense of excellence, integrity, commitment to lifelong learning, respect for one another, adaptability, and making a difference. We are the fastest-growing practice in the firm; with unlimited potential for growth, both as a department and for you as a professional.

We have an exciting career opportunity in our Transaction Advisory Services team, which the option to work in one of our three offices, remotely, or a hybrid. We are looking for a Senior to join our team to work on client engagements for financial due diligence, including quality of earnings and working capital studies. Audit experience is a plus. We will consider Audit Senior level professionals without quality of earnings and M&A advisory experience that have an interest in taking their US GAAP and auditing skills into a new role in financial due diligence and transaction advisory consulting.

Responsibilities:

  • Act as a key player in buy-side and sell-side financial due diligence engagements from both private equity and strategic corporate buyers
  • Perform quality of earnings and working capital analyses, assist with negotiation of target working capital
  • Analyze the financial statements and operations and identify issues that may impact the purchase price
  • Learn to lead due diligence meetings with client and target company management teams
  • Analyze historical financial statements and evaluate operational trends to identify sustainable earnings for a variety of industries, including manufacturing, distribution, trade and transportation, hospitality, technology, healthcare, construction, and others
  • Coordinate with team and management regarding client expectations concerning project deliverables and deadlines
  • Effectively write and communicate engagement reports and deliverables to client management

Qualifications:

  • Bachelor’s degree in Accounting, Finance, or related field required
  • Previous public accounting and/or consulting experience preferred
  • CPA, MBA, and/or other relevant professional certifications preferred
  • Strong current knowledge of US GAAP and US GAAS preferred
  • Strong Excel and PowerPoint skills
  • Ability to work additional hours as needed
  • Excellent analytical and problem-solving skills
  • Strong written and verbal communication and presentation skills
  • Strong project management with the ability to work on multiple projects simultaneously in a team-oriented environment
  • Action-oriented, decisive approach to work required, with the willingness to take a hands-on role to ensure the deliverables are met on time
  • Salary range: $80K-100K

To Apply:

Email your résumé to Eileen Harris at eharris@windes.com with the position you are applying for in the subject line.

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Windes Roster Benefits

We encourage and pay for individuals to attend internal and external training, continuing professional education courses, and enrollment in MS, MBT, or MBA programs.

Outstanding performance is recognized throughout the year with gift cards for employees who go above and beyond expectations. We also sponsor team-building events and recognize exceptional employees with our annual Excellence Program Awards.

Sharing our success with others is important to us and we are committed to the causes that enrich the lives of others. We are proud to donate time and resources to many of the charitable organizations that truly make a difference in our communities.

We work hard, but taking time out to have fun and build relationships is also a significant part of our culture. Company events include an annual costume bowling tournament, holiday party, and end-of-tax-season party.

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Eileen Harris
Eileen K. Harris, Esq.

For more information about working at Windes, email Eileen.

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