About our client:
Bridge Forensic CPA's firm is one of the Bay Area's premiere family law forensic accounting firms. They assist courts and attorneys as expert witnesses in other forensic and fraud matters. Additionally, they perform business valuations for hundreds of businesses across the country.
Position Overview:
You will get an opportunity to work in all our service areas with plenty of on-the-job training, assisting with calculations related to family law forensic matters, including tracings, income determinations, and stock analysis. You will learn how to determine the value of privately held businesses, draft reports to substantiate valuation conclusions, and work on fraud and forensic matters to assist attorneys and the court.
This hybrid position requires three days a week in the office at our Walnut Creek, California, location, with Monday and Wednesday as two of the necessary office days.
Key Responsibilities:
· Assist with schedule and report preparation at the direction of partners, seniors, and managers.
· Review documents provided by clients and prepare inventories of documents.
· Accurately enter and transcribe date from source financial documents for use in schedule preparation.
· Take comprehensive notes from internal and external client meetings.
· Organize physical client documents when received and facilitate the return of documents.
· Assist with document scanning and data input on client work as requested.
· Process occasional client retainer/bill payment over the phone.
· Heavy formal and informal written communication by email and messaging.
· Litigation and valuation report drafting.
Qualifications:
· Foundational knowledge of accounting concepts.
· Strong organizational and time-management skills.
· Proficient in MS Office (Word, Excel, Outlook).
· Excellent verbal and written communication skills.
· Ability to prioritize tasks effectively.
Education and Experience:
Physical duties of this role:
· Ability to work at a computer and participate in video conferencing, speaking, and typing for extended periods of time.
Occasional physical duties:
· Be able to lift and/or move up to 25 pounds.
· Be able to stand for long periods of time.
Schedule
Monday – Friday, 8:00 a.m. to 5:00 p.m.—This is a hybrid position that requires three office days a week, with Monday and Wednesday as two of the required days.
Base Salary Range between $65,000 and $80,000. Additional quarterly incentive compensation between 10%–15% of compensation.
Benefits
· Medical/Dental/Vision coverage (100% for employees)
· Paid Time Off (4 weeks)
· Paid Holidays (10 paid holidays)
· Life/ AD&D Insurance
· Long Term Disability Insurance
· 401K w/ profit sharing (5% of compensation, non-discretionary)
· Quarterly bonus potential
How to Apply:
If you are interested in joining our dynamic team, please submit your resume and a cover letter highlighting your relevant experience. Please confirm in your application that you can work in person three days a week at our Walnut Creek, CA, office and are authorized to work in the United States.
Bridge Forensic CPAs is an equal opportunity employer. We encourage applications from candidates of all backgrounds and experiences.