Talent.com
Technical & Transactional Accounting Senior Consultant

Technical & Transactional Accounting Senior Consultant

CBIZSan Francisco, CA, United States
4 days ago
Job type
  • Full-time
Job description

Technical & Transactional Accounting Senior Consultant

Join CBIZ as a Technical & Transactional Accounting Senior Consultant. We are seeking a driven professional to deliver specialized accounting advisory services to technology, biotechnology, professional services, and consumer products clients.

About The Role

As a Technical Accounting Senior Consultant, you'll play a key role in delivering specialized accounting advisory services to our dynamic client base, including high‑growth technology, biotechnology, professional services, and consumer products companies. You’ll support our clients through complex accounting and financial reporting matters while working alongside senior leaders and mentoring junior team members.

Essential Functions and Primary Duties

  • Support and manage technical accounting advisory projects involving revenue recognition (ASC 606), stock‑based compensation, business combinations, goodwill, leases (ASC 842), and financial reporting.
  • Assist in drafting financial statements, preparing footnotes, and performing quarterization procedures including flux analysis and support for cash flow reporting.
  • Set up and review workpapers and calculations related to ASC 340‑40, earnings per share, stock‑based compensation, and internally developed software.
  • Perform technical research using resources such as FASB Codification, SEC / EDGAR, Intelligize, and Big 4 guidance to support client deliverables.
  • Draft components of technical accounting memos and other workpapers with supervision.
  • Lead assigned workstreams or components of a project, managing internal timelines and contributing to overall project success.
  • Collaborate with client personnel and internal team members to deliver high‑quality outcomes and maintain strong client relationships.
  • Mentor and review work of Staff Consultants, providing feedback and supporting their development.
  • Identify opportunities to improve client processes and suggest practical solutions.
  • Participate in training sessions, internal initiatives, and knowledge sharing activities.
  • Recognize and communicate opportunities to provide additional services to clients.

Preferred Qualifications

  • Bachelor’s degree in Accounting, Finance, or a related field required; CPA or progress toward CPA strongly preferred.
  • MBA / MS / MA degree is a plus.
  • 3+ years of relevant experience in public accounting, consulting, or a corporate accounting role.
  • Strong knowledge of U.S. GAAP, with exposure to ASC 606, ASC 842, ASC 805, ASC 340‑40, and stock‑based compensation.
  • Knowledge of IFRS standards is a plus.
  • Prior experience drafting financial statements and technical memos is preferred.
  • Ability to manage components of client engagements and meet deadlines with limited supervision.
  • Experience with accounting software tools such as NetSuite, Carta, and Workiva is a plus.
  • Experience working with AI‑powered tools or data analytics platforms to enhance decision‑making or streamline workflow processes.
  • Demonstrated ability to quickly learn and adapt to new technologies, tools, and platforms relevant to accounting and financial reporting.
  • Innovative mindset with a track record of proposing or implementing tech‑enabled improvements in accounting or reporting environments.
  • Strong Excel skills and familiarity with data analysis or workflow tools is desirable.
  • Excellent verbal and written communication skills, with the ability to explain technical concepts clearly.
  • Strong organizational skills and attention to detail.
  • Proficiency in MS Office products, including Excel, Word, and PowerPoint is required.
  • Minimum Qualifications

  • Bachelor’s degree required.
  • 3 years of experience in related field.
  • Must be able to work in a team environment.
  • Presentation skills mandatory.
  • Must possess analytical skills.
  • Proficient use of applicable technology.
  • Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally.
  • Must be able to travel based on client and business needs.
  • About Us

    CBIZ Inc. is a leading professional services advisor to middle‑market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward‑thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.

    CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

    #J-18808-Ljbffr

    Create a job alert for this search

    Senior Technical Consultant • San Francisco, CA, United States

    Related jobs
    • Promoted
    Senior Manager, Technical Accounting & Reporting

    Senior Manager, Technical Accounting & Reporting

    Augmedix, Inc.San Francisco, CA, United States
    Full-time
    Technical Accounting Leadership.Lead the evaluation, documentation, and implementation of accounting policies for complex areas, including : . Business combinations and purchase accounting.Equity and ...Show moreLast updated: 18 days ago
    • Promoted
    • New!
    Technical Accounting Leader : IPO Readiness & GAAP Expert

    Technical Accounting Leader : IPO Readiness & GAAP Expert

    MonographSan Francisco, CA, United States
    Full-time
    A leading healthcare tech firm in San Francisco seeks an experienced Technical Accounting Leader to implement complex accounting policies and manage external audits. The ideal candidate has over 8 y...Show moreLast updated: 9 hours ago
    • Promoted
    Technical Accounting and SEC Reporting Manager

    Technical Accounting and SEC Reporting Manager

    PendoSan Francisco, CA, United States
    Full-time
    Technical Accounting and SEC Reporting Manager.Hybrid roles require role responsibilities to be performed in the office for a portion of the week. Candidates must be based within a 50-mile commuting...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Planning Consultant

    Financial Planning Consultant

    Fidelity InvestmentsPortola Valley, CA, United States
    Full-time
    Are you ready to take your career to the next level by building deeper client relationships and crafting advanced financial strategies? Join a dynamic team at Fidelity, an industry leader that offe...Show moreLast updated: 1 day ago
    • Promoted
    Managing Consultant – Utility Business Transformation

    Managing Consultant – Utility Business Transformation

    Celerity Consulting Group, LLCWalnut Creek, CA, United States
    Full-time
    Job Title : Managing Consultant, Business Transformation.Celerity is an agile risk optimization company that helps public utility organizations convert complex data into precision, actionable intell...Show moreLast updated: 2 days ago
    • Promoted
    • New!
    Deals - Capital Markets Accounting Advisory Services - Senior Associate

    Deals - Capital Markets Accounting Advisory Services - Senior Associate

    California StaffingPalo Alto, CA, US
    Full-time
    Capital Markets Accounting Advisory Services Senior Associate.In capital markets accounting advisory services at PwC, you will focus on providing strategic guidance on a broad range of technical ac...Show moreLast updated: 18 hours ago
    • Promoted
    Senior Accounting Advisory & Technical Accounting Leader

    Senior Accounting Advisory & Technical Accounting Leader

    Regal Executive SearchSan Francisco, CA, United States
    Full-time
    A leading consulting firm is seeking a Senior Manager for Accounting Advisory services, who will work closely with executive teams and lead client engagements. The ideal candidate has an undergradua...Show moreLast updated: 1 day ago
    • Promoted
    Tax Manager

    Tax Manager

    AppleOneSan Rafael, CA, US
    Full-time
    Our Tax client is a forward-thinking tax service and consulting firm committed to maximizing our clients' financial well-being through innovative and flexible strategies.We are dedicated to del...Show moreLast updated: 2 days ago
    • Promoted
    Tax Director - Mergers and Acquisition

    Tax Director - Mergers and Acquisition

    Business Process Management, Inc.Walnut Creek, CA, United States
    Full-time
    BPM LLP is a full-service accounting and advisory firm recognized for its people-first culture and entrepreneurial spirit. With a strong presence in California and clients across the U.BPM offers co...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Senior

    Tax Senior

    RPMGlobalSan Francisco, CA, United States
    Full-time
    At Novogradac, we value individuals who bring unique perspectives and bold ideas.If you’re eager to contribute to an inclusive, innovative environment where your personal and professional growth is...Show moreLast updated: 26 days ago
    • Promoted
    Director, Transaction Advisory

    Director, Transaction Advisory

    MetaMenlo Park, CA, United States
    Full-time
    Director, Transaction AdvisoryThis role will lead a team working on Meta's most complex and novel transactions, including but not limited to, M&A transactions, structured financing deals, joint ven...Show moreLast updated: 26 days ago
    • Promoted
    Accounting Manager, Transportation

    Accounting Manager, Transportation

    GPACVallejo, CA, US
    Full-time
    Long standing transportation company in the area, priding themselves on their robust end to end solutions they offer to their clients, as well as reputation for excellence in the market, is seeking...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Manager, Technical Accounting & Reporting

    Senior Manager, Technical Accounting & Reporting

    Athelas Ltd.San Francisco, CA, United States
    Full-time
    At Commure, our mission is to simplify healthcare.We have bold ambitions to reimagine the healthcare experience, setting a new standard for how care is delivered and experienced across the industry...Show moreLast updated: 28 days ago
    • Promoted
    Tax Acc - Tax - Global Comp and Reporting - Real Estate - Senior - Multiple Positions - 1643340

    Tax Acc - Tax - Global Comp and Reporting - Real Estate - Senior - Multiple Positions - 1643340

    Ernst & Young Advisory Services Sdn BhdSan Francisco, CA, United States
    Full-time
    EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, you’ll have the chance to build a career as unique as you are...Show moreLast updated: 30+ days ago
    • Promoted
    Audit / Tax Senior

    Audit / Tax Senior

    RPMGlobalSan Francisco, CA, United States
    Full-time
    At Novogradac, we value individuals who bring unique perspectives and bold ideas.If you’re eager to contribute to an inclusive, innovative environment where your personal and professional growth is...Show moreLast updated: 30+ days ago
    • Promoted
    Director of Technical Accounting Policies

    Director of Technical Accounting Policies

    OpenAISan Francisco, CA, United States
    Full-time
    OpenAI Finance is responsible for ensuring the organization is set up for success in pursuit of its mission.Our Controllership is responsible for providing accurate and timely financial information...Show moreLast updated: 16 days ago
    • Promoted
    Senior Manager, Global Tax

    Senior Manager, Global Tax

    Summit Therapeutics Sub, Inc.Menlo Park, CA, United States
    Full-time
    Career Opportunities with Summit Therapeutics Sub, Inc.Careers At Summit Therapeutics Sub, Inc.Current job opportunities are posted here as they become available. Princeton, NJ or Palo Alto, CA onsi...Show moreLast updated: 30+ days ago
    • Promoted
    Technology and Corporate Counsel

    Technology and Corporate Counsel

    William and Flora Hewlett FoundationMenlo Park, CA, United States
    Full-time
    The William and Flora Hewlett Foundation invests in creative thinkers and problem solvers working to ensure that people, communities, and the planet can flourish. Together with our partners, we are ...Show moreLast updated: 10 days ago