Remote role but MUST have current/past experience from an Advisory practice/client facing
Client Service & Engagement Management
- Lead and manage multiple client engagements, ensuring quality deliverables and adherence to deadlines.
Serve as the primary point of contact for assigned clients and build strong long-term Client Service & Engagement Management
- Lead and manage multiple client engagements, ensuring quality deliverables and adherence to deadlines.
- Serve as the primary point of contact for assigned clients and build strong long-term relationships.
- Provide accounting advisory, financial reporting, and SEC compliance support to public and private company clients.
- Review and analyze client financial statements, disclosures, and supporting schedules for accuracy and completeness.
- Manage engagement budgets, staffing allocations, and project timelines.
- Identify client needs and recommend value-added accounting, reporting, and process improvement solutions.
SEC Reporting & Technical Accounting
- Oversee the preparation and review of:
- Forms 10-K, 10-Q, 8-K, S-1, and other SEC filings
- Financial statements and footnote disclosures
- Management Discussion & Analysis (MD&A)
- Accounting position papers and technical accounting memorandums
- Research and interpret complex accounting issues under U.S. GAAP and SEC regulations.
- relationships.
- Provide accounting advisory, financial reporting, and SEC compliance support to public and private company clients.
- Review and analyze client financial statements, disclosures, and supporting schedules for accuracy and completeness.
- Manage engagement budgets, staffing allocations, and project timelines.
- Identify client needs and recommend value-added accounting, reporting, and process improvement solutions.