Open Positions
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.
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.
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.
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.
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.
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.
Why Windes?
Windes is proud to be recognized as one of the Best Places to Work in Southern California, a Top 100 Accounting Firm by Accounting Today and Inside Public Accounting, and a Civic 50 Orange County honoree. For nearly a century, we have cultivated a workplace that balances the close-knit collaboration of a boutique firm with the expansive resources and opportunities of a national powerhouse. Our employees benefit from a dynamic and team-oriented culture that values flexibility, innovation, and continuous professional growth.
At Windes, integrity, respect, trust, and professionalism are the cornerstones of our firm. We foster an environment where individuals are empowered to excel, leaders are developed, and collaboration drives success. Our commitment to employee well-being extends beyond the workplace, with robust recognition programs, team-building initiatives, and active community engagement. By celebrating achievements, investing in career development, and promoting a culture of excellence, we ensure that our team members find both professional fulfillment and personal enrichment in their careers.
Purpose of this Position
Reporting to the Partner-in-Charge, the Fractional CFO serves as a strategic financial advisor to a diverse client base, providing high-level financial leadership, strategic planning, and operational insights. This role is critical in driving financial success for clients, ensuring they receive proactive guidance on financial reporting, forecasting, cash flow management, and business strategy.
As a key member of the Client Advisory Services (CAS) team, you will work closely with business owners, executives, and stakeholders to optimize financial performance, mitigate risks, and identify opportunities for growth. You will also mentor and oversee accounting teams, helping to develop internal financial capabilities while strengthening client relationships.
Essential Duties and Responsibilities:
- Strategic Financial Leadership: Serve as a trusted CFO for multiple clients, providing executive-level financial guidance.
- Financial Strategy & Planning: Develop and implement budgeting, forecasting, and financial modeling strategies to support business goals.
- Cash Flow & Risk Management: Monitor cash flow, assess financial risks, and provide actionable insights to enhance financial stability.
- Financial Reporting & Compliance: Oversee financial statements, ensure GAAP compliance, and present key financial insights to stakeholders.
- Process Improvement & Internal Controls: Design and implement financial policies, internal controls, and operational efficiencies to improve business performance.
- Mergers, Acquisitions & Growth Initiatives: Advise on business expansion, capital investments, funding strategies, and M&A transactions.
- Tax Strategy & Compliance: Partner with tax professionals to optimize tax strategies and ensure compliance.
- Mentorship & Team Development: Supervise, mentor, and develop accounting staff and client finance teams, fostering professional growth.
- Client & Industry Engagement: Build strong client relationships, participate in networking events, and stay updated on industry trends.
- Technology & Systems Optimization: Evaluate and implement financial technology solutions to enhance reporting and decision-making processes.
Practice Management Responsibilities
- Manage the Windes billing and accounts receivable process for assigned clients.
- Oversee the collection efforts and ensure timely invoicing.
- Monitor client accounts for overdue payments and take appropriate actions as necessary, including stopping work if clients are over 60 days in arrears.
- Participate in the new client proposal process, providing insights and financial data as needed.
- Collaborate with partners to optimize client engagements and ensure profitability.
- Contribute to practice growth initiatives through effective client management and service delivery.
Supervisory Responsibilities
This role includes direct oversight of internal and client-based accounting teams, providing guidance, training, and leadership to drive financial success.
Qualifications
Education & Experience
- Bachelor’s degree in Accounting, Finance, Business Administration, or related field.
- 10+ years of experience in financial leadership, preferably as a CFO, Controller, or senior finance executive.
- Experience in public accounting or professional services is highly preferred.
- CPA, CMA, MBT or MBA is strongly preferred.
Technical & Financial Expertise
- Deep understanding of GAAP, financial reporting, corporate finance, and risk management.
- Expertise in budgeting, forecasting, cash flow management, and performance analysis.
- Proficiency in QuickBooks, Sage, NetSuite, or other ERP/accounting platforms.
- Strong skills in financial modeling, data analytics, and process automation.
- Familiarity with M&A transactions, capital structuring, and financial strategy development.
Leadership & Communication
- Strong executive presence with the ability to communicate complex financial concepts to diverse stakeholders.
- Proven leadership in mentoring and managing financial teams.
- Ability to work independently and collaborate in dynamic, fast-paced environments.
- Strategic mindset with a results-driven approach to problem-solving.
Additional Qualities
- Integrity, discretion, and professionalism in handling sensitive financial matters.
- Ability to juggle multiple client engagements while maintaining high-quality service.
- Willingness to travel to client locations as needed.
Salary Range: $150,000 – $200,000 annually (depending on experience and qualifications).
To Apply:
Email your résumé to Eileen Harris at eharris@windes.com with the position you are applying for in the subject line.
Why Windes?
Windes is proud to be recognized as one of the Best Places to Work in Southern California, a Top 100 Accounting Firm by Accounting Today and Inside Public Accounting, and a Civic 50 Orange County honoree. For nearly a century, we have cultivated a workplace that balances the close-knit collaboration of a boutique firm with the expansive resources and opportunities of a national powerhouse. Our employees benefit from a dynamic and team-oriented culture that values flexibility, innovation, and continuous professional growth.
At Windes, integrity, respect, trust, and professionalism are the cornerstones of our firm. We foster an environment where individuals are empowered to excel, leaders are developed, and collaboration drives success. Our commitment to employee well-being extends beyond the workplace, with robust recognition programs, team-building initiatives, and active community engagement. By celebrating achievements, investing in career development, and promoting a culture of excellence, we ensure that our team members find both professional fulfillment and personal enrichment in their careers.
Purpose of this Position
Reporting to the Partner-in-Charge, the Fractional Controller serves as a trusted advisor to clients, overseeing financial operations and strategic financial management. This role is crucial in delivering high-quality financial reporting, forecasting, and accounting services to a diverse client portfolio. You will be responsible for providing financial leadership, implementing best practices, and ensuring clients receive proactive insights to support their business growth. Additionally, you will mentor and oversee accounting staff, develop client relationships, and contribute to the firm’s continued success through networking and industry engagement.
Essential Duties and Responsibilities:
- Serve as a strategic financial partner for multiple clients, offering high-level oversight of accounting functions.
- Provide financial reporting, budgeting, forecasting, and cash flow management services tailored to client needs.
- Develop and implement internal controls, financial policies, and procedures to enhance operational efficiency.
- Lead month-end and year-end close processes, ensuring accurate financial statements and compliance with GAAP.
- Oversee and review general ledger reconciliations, payroll, accounts payable/receivable, and tax filings.
- Analyze financial data, providing actionable insights to help clients make informed business decisions.
- Support business growth initiatives, including financial modeling and performance tracking.
- Supervise and mentor accounting staff, providing guidance and training as needed.
- Assist with new client onboarding, setup, and financial system integrations.
- Stay current on accounting regulations, tax laws, and industry best practices to provide informed guidance.
- Attend leadership meetings, industry events, and professional networking engagements to enhance firm visibility.
- Perform other duties and ad-hoc reporting assignments as needed.
Practice Management Responsibilities
- Manage the Windes billing and accounts receivable process for assigned clients.
- Oversee the collection efforts and ensure timely invoicing.
- Monitor client accounts for overdue payments and take appropriate actions as necessary, including stopping work if clients are over 60 days in arrears.
- Participate in the new client proposal process, providing insights and financial data as needed.
- Collaborate with partners to optimize client engagements and ensure profitability.
- Contribute to practice growth initiatives through effective client management and service delivery.
Supervisory Responsibilities
This role includes direct supervision of assigned accounting staff and external client teams as needed.
Qualifications
To excel in this position, candidates should meet the following criteria:
- Education & Experience:
- Bachelor’s degree in Accounting, Finance, or Business.
- 5+ years of relevant experience in financial management, accounting, or controllership roles.
- Prior experience in a public accounting firm or professional services environment is a plus.
- Technical & Financial Expertise:
- Strong understanding of GAAP, financial reporting, and compliance requirements.
- Experience with budgeting, forecasting, cash flow analysis, and internal controls.
- Proficiency in accounting software (QuickBooks Desktop/Online, Sage) and financial management tools.
- Strong Excel skills and familiarity with Microsoft Office (Word, Adobe).
- Experience with Bill.com, Gusto, or similar platforms is a plus.
- Communication & Leadership:
- Excellent verbal and written communication skills, with the ability to present financial insights to clients.
- Strong leadership abilities, capable of mentoring and developing accounting teams.
- Ability to work independently and collaboratively in a fast-paced, deadline-driven environment.
- Additional Qualities:
- High level of professionalism, integrity, and discretion.
- Strong analytical and problem-solving skills.
- Ability to manage multiple client engagements effectively.
- Willingness to travel and work at client locations as needed.
Salary Range: $125,000 – $150,000 annually
To Apply:
Email your résumé to Eileen Harris at eharris@windes.com with the position you are applying for in the subject line.
Why Windes?
Windes is honored to be recognized as one of the best places to work in Southern California, reflecting our commitment to fostering an exceptional workplace where employees thrive. Since 1926, we have built a reputation for integrity, trust, and professional excellence. Our firm offers a unique balance of small-firm camaraderie and large-firm expertise, providing tailored client services while supporting employees with career growth, flexibility, and a collaborative environment. We celebrate excellence through reward programs, team-building events, and firm-wide gatherings. Windes actively supports charitable organizations, with our leaders serving on over 50 nonprofit boards. Recognized as a Top 100 Accounting Firm by Accounting Today and Inside Public Accounting, Best Accounting Firm to Work For, and a Civic 50 Orange County honoree, we are dedicated to making a meaningful impact.
Purpose of this Position
Reporting to the Partner-in-Charge, the Client Advisory Services Manager oversees a diverse portfolio of clients, serving as the primary point of contact. This role is pivotal in ensuring that client deliverables uphold the firm’s commitment to exceptional service quality. You will mentor, supervise, coach staff and senior accountants, offering hands-on guidance in financial preparation, general ledger management, and bookkeeping services. Active participation in social networking events and professional associations will be key in developing both community and industry relationships.
Essential Duties and Responsibilities:
- Manage and supervise staff and senior accountants, providing leadership and guidance within the department.
- Support the Partners in managing overall departmental workload and meeting deadlines effectively.
- Conduct quarterly training sessions and develop training materials on accounting topics.
- Collaborate closely with other department managers to ensure seamless communication and operational efficiency.
- Stay updated on accounting regulations, concepts, and technological advancements.
- Assist in onboarding new clients and preparing new client proposals.
- Maintain strict quality control over client deliverables, including reviewing financial statements, accounting spreadsheets, payroll, sales and use tax returns, and more.
- Comfortably navigate various accounting platforms and bookkeeping spreadsheets, adhering to GAAP standards.
- Manage multiple client accounts simultaneously, ensuring timely delivery of all commitments.
- Attend weekly leadership meetings and bi-monthly group meetings as required.
- Fulfill other duties and ad-hoc reporting assignments as delegated.
Practice Management Responsibilities
- Manage the Windes billing and accounts receivable process for assigned clients.
- Oversee the collection efforts and ensure timely invoicing.
- Monitor client accounts for overdue payments and take appropriate actions as necessary, including stopping work if clients are over 60 days in arrears.
- Participate in the new client proposal process, providing insights and financial data as needed.
- Collaborate with partners to optimize client engagements and ensure profitability.
- Contribute to practice growth initiatives through effective client management and service delivery.
Supervisory Responsibilities
This role includes direct supervisory responsibilities over assigned staff members.
Qualifications
To excel in this position, candidates should meet the following criteria:
- A Bachelor’s degree in Accounting/Business or equivalent, along with 4 to 6 years of relevant experience and/or training. Prior experience in a Public Accounting Firm is advantageous.
- Strong mathematical skills, including the ability to calculate figures and interpret financial data.
- Proficiency in using accounting platforms (e.g., QuickBooks Desktop/Online, Sage), computer spreadsheets (Microsoft Excel), and software such as Microsoft Office (Word, Adobe). Familiarity with Bill.Com and Gusto is a plus.
- Excellent language and reasoning skills, capable of effectively communicating with clients and colleagues.
- Demonstrated ability to work independently or collaboratively in team settings, exhibiting flexibility and professional maturity.
- Uphold confidentiality and discretion, exercising sound judgment in all situations.
- Maintain composure under pressure, effectively managing deadlines and competing priorities.
- Exceptional oral and written communication skills, fostering constructive dialogue and mutual respect.
- Highly organized, detail-oriented, and adaptable to evolving client and business dynamics.
- Willingness to travel and work from client locations as needed.
- Adaptability to thrive in a fast-paced, deadline-driven environment.
- CPA License preferred.
Salary Range: $100,000 – $125,000 annually
To Apply:
Email your résumé to Eileen Harris at eharris@windes.com with the position you are applying for in the subject line.
We are seeking a Nonprofit Tax Director (consideration given to Senior Tax Manager motivated for promotion) remote, on-site in either our Long Beach or Irvine office, or hybrid.
Take a leading role in a thriving and successful nonprofit services division of a large regional public accounting firm.
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.
Position Requirements:
- Desire to become a tax partner in the Not-For-Profit area at a leading regional CPA firm
- Certified Public Accountant in good standing
- MBT (MST) or JD/ LLM preferred but not required
- More than seven years of professional experience, with predominant and most recent experience at regional, national, or Big 4 CPA firm
- Extensive experience in reviewing or performing compliance on not-for-profit returns (Forms 990/990-PF)
- Extensive experience in reviewing or performing compliance on unrelated business income tax returns (Forms 990-T)
- Experience consulting with not-for-profit management on various tax-related management issues
- Experience in technical research and in training staff, seniors, and managers how to perform technical research
- Successful in developing and mentoring staff toward promotion
- Experience defending clients in IRS audits
- Record of success in developing relationships within a firm
- Experience with common tax software pertaining to not-for-profit returns
Project Challenges:
First Year:
- Over the course of the year, the ability to successfully take over from practice partner the day-to-day management of the firm’s not-for-profit tax practice, which includes 150 – 200 returns
- Ability to lead, work with, and mentor existing strong nonprofit tax team (currently consists of 2 managers, 1 senior accountant, 1 staff accountant, and 2 remote outsourced personnel.) Ability to provide timely constructive feedback to the tax team to improve processes and knowledge.
- Develop and mentor staff to permit increased delegation of duties
- Develop relationships with the firm’s overall nonprofit niche (including the nonprofit audit teams.)
Long Term:
- Develop relationships with and earn sufficient respect from staff, peers, and partners to warrant promotions
- Gain sufficient expertise within nonprofit practice to position yourself as a technical expert in the field and business community
- 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 the candidate’s community of choice.
- Continue to collaborate and strengthen working relationships with firm and nonprofit audit experts (currently, there are 4 audit partners in this space with 180+ nonprofit audit clients).
- Salary range: $175K-$225K
To Apply:
Email your résumé to Eileen Harris at eharris@windes.com with the position you are applying for in the subject line.
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.
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.
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.
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.
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.
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.
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.
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.
Connect with Windes
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.
