United States, California, Accounting Assistant jobs

Key Responsibilities

• Technical preparation and review of complex trust and estate accountings.
• Perform complex calculations and reconstruction when required.
• Research of state specific principal and income acts when needed.
• Responsible for managing client relationships and retaining client good will.
• Participate in weekly sales calls, and client presentations and business development meetings, when requested.
• Provide timely and effective responses to client needs and compliance requirements.
• Provide estimates for new accounting work and prepare all required documentation for new engagements.
• Build and maintain strong relationships with internal EY groups.
• Facilitate communications and provide assistance to team members by sharing knowledge, offering advice, and making decisions to meet engagement deliverables.
• Develop operational efficiencies to deliver timely high-quality services and work products.
• Contribute to a flexible, stable and team oriented working culture that fosters staff development.
• Complete self- study courses to maintain and enhance knowledge of fiduciary accounting and software applications, and to meet Firm continuing education requirements.
• Work to ensure all projects are properly and timely billed and oversee follow-up with clients regarding bill collections.

Skills and Attributes for Success

To qualify for the role, you must have

• Bachelor’s degree.
• CPA, EA, licensed Attorney, Professional Fiduciary orCTFA (Certified Trust and Fiduciary Advisor) certification
• 5+ years of fiduciary/court accounting experience at a bank, law firm or CPA firm with a proven track record of successfully managing staff and engagements.
• Excellent technical fiduciary accounting skills.

• Experience working with complex assets (LLCs, partnerships, alternative investments, etc.) and large trusts and estates.
• Experience working with family offices a plus.
• Demonstrated excellent interpersonal, analytical, and problem-solving ability.
• Excellent verbal and written communication skills.

• Experienced at reviewing IRS Forms 706, 1041 and K-1s.

Ideally, you will also have

• Understanding of complex investments and fiduciary tax.
• Understanding of trust structures and trust terminology.
• Ability to review and interpret trust agreements and estate planning documents.
• Strong management and leadership skills.
• Strong client interaction skills.
• Proficient with software applications, including OneSource Accounting Software FAS; Microsoft Word and Excel.

Key Responsibilities:

• Assist in the assessment of the client’s controllership function including drafting current state process documentation and future state implementation roadmaps.
• Support clients during controllership transformation journeys including implementation of process optimization initiatives.
• Assist in drafting risks and controls frameworks and helping clients remediate control deficiencies.
• Be able to understand and articulate the accounting and controls implications of changes to controllership processes.
• Provide clients with accounting assistance or transactions support as necessary.
• Lead project management activities.
• Support business development initiatives.
• Support Managers and Senior Managers with solution-specific requests and needs.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field; CPA or equivalent certification preferred.
• 3-5 years of experience in public accounting, financial advisory, industry, or a related field.
• Foundational understanding of finance and accounting processes, including upstream business processes.
• Operational accounting experience is a plus.
• Strong PowerPoint and Excel skills.
• Strong analytical and problem-solving skills, with the ability to think critically and operate independently.
• Familiarity with AI, automation, and dashboarding tools and their application in accounting and finance.
• Knowledge and/or experience with digital technologies and their impact on the record to report process including analytical tools, close and reporting tools, and ERP systems.
• Excellent communication and collaboration skills.

• Proactive attitude and willingness to take initiative, contribute, and think outside the box.

• The ability and willingness to travel and work in excess of standard hours when necessary
• Access to reliable transportation to/from the EY office and client sites. A driver's license is strongly recommended as ride share and public transportation options may not be available in all locations.

Ideally, you'll also have

• A master's degree in Accounting, Finance, or complementary discipline such as data analytics.

Legislative & Regulatory Policy, Assistant Director or Associate Director

As a Legislative & Regulatory Policy Assistant Director or Associate Director, you’ll be responsible for assisting the legislative and regulatory teams within the Office of Public Policy; monitoring, communicating, and shaping legislative and public policy activity. Must have demonstrated experience understanding policy-making processes and ability to develop written content for internal use in a fast-paced, deadline-oriented environment. Also must have strong professional networking and public policy advocacy skills.

Your key responsibilities

• Assists team with development and execution of the EY Office of Public Policy strategy, including engagement with Washington policymakers and other stakeholders.
• Develop subject matter expertise in policy areas critical to the firm, including covering congressional hearings and other related events as warranted.
• Produces written deliverables for internal use and distribution.
• At times, assists EY legislative team and/or EYPAC representative in political activities relevant to the firm’s priorities.
• Responsible for communications distribution channel management.

Skills and attributes for success

• Demonstrated understanding of US congressional and administration policy-making processes, including an understanding of the roles and decision makers in the Executive agencies, the White House, the Senate and the House, as well as the role of think tanks and associations.
• Proven research, writing and editing skills.
• Ability to work under tight deadlines.
• Able to learn and utilize communication tools and techniques available within the firm
• Ability to work with minimal supervision in a fast-paced, deadline-oriented environment
• Receives general supervision and works independently within the area of expertise.
• Must be able to independently monitor events, understand critical points and summarize for distribution within EY.
• Through monitoring of legislative and public policy issues that affect the profession, be able to anticipate policy trends and help formulate advocacy strategies.

To qualify for the role, you must have

• A Bachelor’s degree or equivalent experience
• 8-10 plus years of relevant experience, experience on Capitol Hill, lobbying or regulatory policy for the Assistant Director rank.
• 10-12 plus years of experience years of relevant experience, experience on Capitol Hill, lobbying or regulatory policy for the Associate Director rank.
• Must be able to attend EY and client events some evenings and weekends.
• Ability to work in the EY Washington DC office multiple days a week.

Ideally, you’ll also have

• Financial services policy experience a plus.

What we look for

We’re interested in individuals with an inquisitive and agile mind and a broad and extensive knowledge of public policy. If you’re aiming to develop and implement policy strategy and influence change, all while developing your own career, this role is for you.

We know you're just starting your career. But here are a few things that are important for this job:

Responsibilities:

• Conducting In-depth Market Analysis: Take charge of conducting thorough and exhaustive market research, employing various analytical tools and methodologies to develop insights on different markets.
• Contributing to Strategic Projects : Actively participate in strategic initiatives aimed at market entry, growth, and expansion plans.
• Preparing Detailed Analyses: Develop detailed analytical reports and presentations encompassing findings from market analyses, feasibility studies, and strategic recommendations.
• Display Problem-Solving Thinking: Apply a problem-solving mindset to dissect complex challenges encountered during market entry evaluations or strategic projects.
• Strategic Input and Execution: Offer strategic input and assist in the execution of growth plans, mergers, or acquisitions.
• Continuous Learning and Team Collaboration: Embrace a proactive approach to learning, keeping abreast of industry trends, market dynamics, and emerging technologies.

Qualifications:

• You have completed a university degree (or you will complete it in this academic year).
• You are interested in strategy consulting and, ideally, have previous experience in consulting.
• You speak and write English well, as we are a regional team and all communication is in English.
• You exhibit common sense and can stay level-headed during periods of complex and intense work. Often, you will need to rapidly familiarize yourself with unfamiliar topics.
• And most importantly, it must be a good match . You will spend a lot of time with us, so you must get along with the team personally.

Preferred Qualities:

• Global Perspective: An appreciation for diverse cultures and a global mindset that enables understanding and navigating international markets effectively. This includes sensitivity to cultural nuances and an openness to exploring opportunities beyond regional boundaries.
• Adaptability to Ambiguity: Proven capacity to thrive in ambiguous situations or uncertain environments, showcasing resilience and adaptability while maintaining focus and clarity in complex and ever-evolving scenarios.
• Leadership Potential : Display signs of leadership potential, whether through prior leadership experiences, initiative-taking, or the ability to influence peers positively, indicating the potential to grow into leadership roles within the team.
• Client Relationship Skills: A natural inclination or demonstrated ability to build strong interpersonal relationships, fostering trust and credibility through effective communication, understanding client needs, and delivering high-quality service.

We offer an attractive starting salary with an annual bonus if your work goes well. Additionally, we provide benefits that will surely please you:

• Time off: 6 weeks of leave to recharge.
• Referral reward: Earn from 10,000 to 70,000 CZK for referring a new colleague.
• Benefit points: 30,000 CZK on Benefity.cz to spend as you wish. For example, you can purchase a Multisport card, shop for gifts, or book a trip on Slevomat.
• Professional development : You will continuously learn and develop your skills with us. We offer a unique professional development program and a wide range of courses in our learning map. You can access the educational portal Udemy.com, and we offer language courses. Our colleagues will provide support in the form of counseling and internal coaching.
• Employee discounts : Enjoy discounted offers on a wide range of services. Discounts are available at Fruitisimo, Sushi Time, and the BodyBody fitness center, amongst others.
• Health and care: Gain access to fast and convenient online consulting at uLékaře.cz from qualified doctors.
• Teamwork and fun: With us, it's not just about work, but also about fun and team cooperation. We frequently organize team events such as dinner or bowling, alongside company parties and other great events that strengthen our team atmosphere. You can also participate in CSR activities.

• The first step is the entrance tests , which you will complete online. There will be three in total: English, numeracy and logical thinking, and cognitive thinking. You will have a week to complete these tests, and we appreciate timely submissions.
• The second round is an online meeting with our recruiter Karolina, where you will discuss all the necessary details of the position.
• Subsequent rounds are online interviews with Strategy & Execution team members where you will receive a brief introduction from one of our colleagues, followed by a case study. These rounds will also include questions relating to personal fit. They are a great opportunity to meet and interact with your potential future team members.
• The final part of the selection process is a short online call with the team partner.

Creative Operations Manager, Assistant Director

As a creative manager, you’ll lead a multi-disciplinary virtual team of 20-30 team members whose focus is to understand our internal clients’ business to develop innovative, insightful go to market materials that contribute to driving growth and revenue for the firm. You’ll leverage prior management experience, leadership insight and industry background to drive your success in this role.

You’ll be part of an expansive and talented management team working independently and collaboratively to develop and lead the implementation of strategic organizational plans. You’ll be empowered to contribute, learn from and grow with other creative managers. Your ideas will be valued and heard, and you’ll have opportunities to innovate and take part in efforts that help advance our creative team.

Skills and attributes for success

• Strong leadership skills with the ability to model by example
• Ability to build and leverage relationships and exercise influence with multiple internal groups across all levels of the organization
• Excellent communication skills, active listening and diplomacy when working with team members and business partners
• Ability to analyze data and KPI’s to make sound business decisions
• Proactive and independent thinker, strong ability to problem solve and consistently operates with a growth mindset
• Demonstrated ability to thrive in a high-performing culture

To qualify for the role, you must have

• Bachelor's degree in graphic design, digital media or a related discipline or equivalent training and work experience
• Eight-plus years of creative management experience in a related industry working in a fast-paced, matrixed agency or in-house team environment
• Five-plus years of supervisory experience leading and counseling a team of creatives
• Strong conflict resolution, negotiation, influencing and persuasion abilities
• Demonstrated business acumen and strategic thinking skills
• Experience and proficiency in Mac and PC environments, Microsoft Office, Teams, Outlook, Adobe Creative Cloud and Workfront or some type of project tracking tool
• Comprehensive knowledge in creative industry practices, digital trends, innovation and technology
• Experience working in a virtual environment with flexibility for a hybrid work arrangement - remotely and at local EY office as required by business needs

Ideally, you’ll also have

• Experience managing and leading people in a virtual environment
• Ability to manage multiple tasks and thrive in a time-sensitive environment
• Proven ability to problem solve and navigate a highly matrixed organization