Cash Flow Management in Fremont, California

CAREERS

At Unified Accounting & Tax, business is about people. People with big dreams and big visions, people with a passion to make their dreams come true.

Because we started up with a bunch of people just like that. And we’ve grown spectacularly because of the zest and passion of those handpicked few.

We know they’re few and far between. But we’re ready to go that extra mile to find people like these.
We’re looking for that extra something that fires people from deep down within, to be all that they can be.

Our work culture encourages creativity and openness. We provide a stimulating environment with team-building activities and regular interaction with leading multinational customers from across the globe.

You’ll find our people comfortable to be with – not the kind who need to ‘look good’ just to prove something or satisfy their egos. People who are comfortable in their own skins. So you know you can be yourself around here.

If you think you fit the “Unified Accounting & Tax job description” as detailed above, email us your resume. recruitment@unified-accounting.com

Senior Technical Accountant 

 

(Full-time Home-Based)

Duties and responsibilities include but not limited to:

The Senior Technical Accountant will be responsible for carrying out expert technical accounting advice and guidance to multiple UAT clients regarding audit processes, implementing new changes, requirements and improvements.

This person must have an extensive background in Audit. Ideally, someone who has handled Senior up to Managerial level in the field of Audit. With experience working in Big 4 Audit firms. And with in-depth knowledge in International Financial Reporting Standards (IFRS) and Generally Accepted Accounting Principles (US GAAP)

  • Execute and document opening balance sheet testing procedures, prepare PPA entries prepare acquisition memos, review integration period accounting
  • Perform initial research and draft accounting position memos
  • Perform detailed research and draft implementation memos
  • Maintain a listing of accounting/finance policies, ensure timely updates and documentation
  • Create bridge between facilities team and finance team in standardization of maintaining timely information and data updates, improve internal reporting process, perform data analysis, generate reports and prepare quarterly presentations
  • Quarterly checklist updates and evidence gathering activities for accurate/complete accounting of new lease agreements and renewals, execute embedded lease review procedures
  • Perform monthly, quarterly and year-end close activities based on team needs, assist with other recurring internal reporting packages/projects
  • Make recommendations as needed with regard to policies and procedures
  • Manage complex accounting topics including revenue recognition, foreign exchange forward contracts, and other ad-hoc complex transactions
  • Manage and coordinate with executive management, business owners and legal to draft financial reports and footnote, and review results with key executives, audit committee and auditors
  • Prepare technical accounting memos per US GAAP
  • Provide guidance through potential IFRS related changes 
Qualifications:
  • Bachelor’s degree in Accounting or equivalent required
  • Certified Public Accountant
  • With at least 10 years experience in Big 4 Audit firm/mid tier audit firms
  • At least 5 years of audit senior up to managerial position
  • In-depth knowledge of IFRS and US GAAP is required
  • Ability to collaborate with teams and own their work product
  • Hard working, detail oriented and ability to motivate engagement teams
  • Professional and personable demeanor
  • Proven solid verbal and written communication skills
  • Passion for helping clients with a strong interest in technical accounting
  • Experience writing complex technical accounting position papers
  • Proficient in the use of Microsoft Office Suite with strong Excel skills
System requirements:
  • Computer Processor: At least i3 5th generation for both primary and back up computers
  • Computer Memory/RAM: At least 8.00 GB for both primary and back up computers
  • Computer OS: Windows 10
  • Internet speed must be running on a 10+ Mbps wired plan (at least 5 Mbps for back up connection)

Senior Auditor

 

(Full-time Home-based)

Duties and responsibilities include but not limited to:
  • Add value through GAAP analysis of complex transactions including equity, complex debt agreements, leasing, revenue recognition, and business combinations
  • Work along-side engagement teams and collaborate for work projects
  • Strengthen client relationships and generate additional engagement opportunities through excellent quality, timely execution and strategic approach to service delivery
  • Add value to clients to successfully prepare and complete audits
  • Add value to public and private clients by assisting in the following: Detailed revenue analysis and revenue recognition; Equity – stock compensation (FAS 123R, warrant accounting) and EPS; Draft or review complex sets of financial statements with disclosures, SEC Reporting, including S-1, 10K, 10Q and other filings; Identification and application of technical accounting guidance to client situations, and/or Global accounting activities including IFRS, foreign currency and consolidations
  • Understand complex FASB and SEC rules and regulations, client deadlines and deliverables, requests and preferences to deliver excellent client services
  • Identify, analyze and conclude on generally accepted accounting principles for the client and consult with the technical accounting group leader
  • Ensure work is delivered timely and in accordance with firm standards
  • Supervise, coach and mentor all levels of staff. Conduct performance reviews and contribute to performance feedback and training. Develop and communicate workplace culture and code of conduct
  • Interact with clients / auditor and manage multiple projects
  • Deliver memorandums written in organized manner with proper grammar and sentence structure.
Qualifications:
  • High performer in prior experience
  • 2 – 4 years of public accounting experience required
  • Bachelor’s degree in Accounting or equivalent required
  • CPA license required
  • Ability to collaborate with teams and own their work product
  • Hard-working, detail-oriented and ability to motivate engagement teams
  • Professional and personable demeanor
  • Proven solid verbal and written communication skills
  • Passion for helping clients with a strong interest in technical accounting
  • Experience writing complex technical accounting position papers
  • Strong technical accounting knowledge of US GAAP
  • Aptitude for technical accounting research and self-education, desire to learn and be an expert
  • Ability to act and lead as the client contact

Paraplanner

 

(Full-time Home-based)

Duties and responsibilities include but not limited to:
  • Coordinate regularly with the offshore paraplanning team/client.
  • Construct complex and comprehensive Statements of Advice (SOAs) for both new and existing clients with the use of X-Plan.
  • Attend meetings with clients alongside the Financial Advisers to assist in presentation of SOAs.
  • Prepare and ensure accuracy of compliance paperwork
  • Identify and obtain any necessary information to compile financial cash flow forecast
  • Manage and create client portfolios
  • Undertake research independently or with the help of the help of the Financial Planner to identify suitable solutions to meet the client’s need
  • Prepare and discuss draft recommendation reports with the Financial Planner
  • Complete application and proposal forms
  • Implement the chosen investment strategies
Qualifications:
  • With at least 2 years of related years of experience working in an Australian environment
  • RG146 accreditation is preferred
  • With experience in XPLAN
  • Advance MS Office proficiency
  • Excellent written and verbal English communication skills
  • Extensive knowledge and experience in inputting client portfolios, modelling and product comparison tools
  • With experience in Risk Portfolios
  • In-depth understanding of financial planning and technical knowledge
  • With experience in the requirements of Statement of Advice (SOA)
  • Must have the ability to work independently
  • Positive, can do attitude, proactive, enthusiastic with a strong work ethic
  • Keen to work from home
System requirements:
  • Computer Processor: At least i3 5th generation for both primary and back up computers
  • Computer Memory/RAM: At least 8.00 GB for both primary and back up computers
  • Computer OS: Windows 10
  • Internet speed must be running on a 10+ Mbps wired plan (at least 5 Mbps for back up connection)

Accountant

 

(Full-time Home-based)

 

Duties and responsibilities include but not limited to:

General bookkeeping with NR, fixed assets and balance sheet reconciliations, including banking payroll and journal entry posting.

Accounts Payable cycle including Purchase Order process, Use tax accrual and issuing 1099-Misc. forms.

  • Inventory management and analysis
  • Assist with month end close and other projects as needed
  • Interact with various levels of management and peers
  • Plan, schedule and organize work independently with minimum supervision to complete tasks within designated timelines.
  • Closing and financial statement preparation
  • Financial planning & modeling
  • Cash management
  • Sales/use and property tax filing
  • Annual audit preparation and management
  • Development of policies and procedures
  • Standard cost/job cost/ process cost/labor & overhead accounting
  • Financial system development/conversion
  • Assist with external SEC reporting
  • Assist with SAS  123R Stock Option Accounting and FY pricing of warrants
  • Assist with VC/Government Fund Accounting
  • Consolidations and foreign currency translation    
Qualifications:
  • Preferably with at least 1-year AU or US Accounting experience
  • CPA qualification is an advantage
  • Knowledge with accounting system like QuickBooks, XERO, MYOB, NetSuite, SAP and others
  • Can work full-time homebased
  • Can work alone or with a team
  • Confident with good English communication skills
System requirements:
  • Computer Processor: At least i3 5th generation for both primary and back up computers
  • Computer Memory/RAM: At least 8.00 GB for both primary and back up computers
  • Computer OS: Windows 10
  • Internet speed must be running on a 10+ Mbps wired plan (at least 5 Mbps for back up connection)

Sales Account Manager

 

(Full-time Home-based)

Duties and responsibilities include but not limited to:

The Sales Account Manager will actively seek new sales opportunities from prospective clients and shall create long-term, trusting relationships with our new and existing clients. This person will collaborate with our business development team to achieve quotas while keeping our clients satisfied and engaged with UAT’s products and services.

  • Generate sales among prospective clients by proposing various services being offered by UAT such as, Accounting, Taxation, Audit, Business Advisory, Cash Flow Management, Controller Services, Paraplanning, Superannuation, Customer Service Support, Digital Marketing, Payroll Maintenance and Technical Services.
  • Operates as the point of contact for assigned clients
  • Overseeing client account management, including negotiating contracts and agreements to maximize profit
  • Develops and maintains long-term relationships with clients
  • Makes sure clients receive requested products and services in a timely fashion
  • Communicates client needs and demands to employer company
  • Manage projects within client relationships, working to carry out client goals while meeting company goals
  • Identifies opportunities to grow business with external and existing clients
  • Coordinate with staff members working on the same account to ensure consistent service
  • Collaborates with sales team to reach prospective clients
  • Service multiple clients concurrently, often meeting deadlines
  • Keep records of client transactions
  • Preparation of sales report and discuss it with the business executive and stakeholders
Qualifications:
  • Degree in Business Administration, Sales or relevant field
  • Must have proven work experience as a Sales Account Manager
  • BPO/Outsourcing experience is a must
  • Knowledge in Finance/Accounting services is an advantage
  • Able to communicate, present and influence key stakeholders at all levels of an organization, including executive and C-level
  • Solid experience with CRM software (e.g. Salesforce, Zoho CRM or HubSpot) and MS Office (particularly MS Excel)
  • Experience delivering client-focused solutions to customer needs
  • Proven ability to juggle multiple account management projects at a time, while maintaining sharp attention to detail
  • Excellent listening, negotiation and presentation abilities
  • Strong verbal and written communication skills
System requirements:
  • Computer Processor: At least i3 5th generation for both primary and back up computers
  • Computer Memory/RAM: At least 8.00 GB for both primary and back up computers
  • Computer OS: Windows 10
  • Internet speed must be running on a 10+ Mbps wired plan (at least 5 Mbps for back up connection)

Still need help? Send us a note!

For any questions or assistance, please feel free to send an email to
info@unified-accounting.com or call us at 510-299-2131