Staff Accountant
Karuna Advisors | Menlo Park, CA or Remote, US | Reports to Manager or Director
Who we are:
At Karuna Advisors, we provide tax and family office services for wealthy families and founders of companies. Our culture is inclusive, team oriented, curious, fun and driven professionals. We constantly look for ways to improve our efficiency, communication and services to our advisors and clients.
Karuna provides a team of certified public accountants and professionals that have years of experience and in-depth resources to complete the technical expertise as needed. We are trusted business advisors, and our goal is to provide our clients with proactive advice to then make informed, timely decisions.
We use the Enneagram in our practice to understand each other better, including our clients, so that we may deliver information most efficiently and effectively to them.
Who we are looking for:
We’re looking for people who are highly motivated, out-of-the-box thinkers. If you enjoy a challenge and thrive in a fast-paced environment, then you may be the right fit for the role. You will work directly with other members of our team and clients, building a relationship as a trusted tax specialist, advisor, and leader. You will collaborate daily, developing solutions to complex tax issues through research, use of cutting-edge technology, and consultation with other team members.
What the job entails:
- Prepare financial statements for the clients and follow the internal process and documentation procedures including:
o Downloading accounting transactions into QuickBooks
o Utilizing Microsoft OneNote for monthly, quarterly and annual checklists
o Adding final financial statements to the quarterly estimates folder each quarter
- Prepare financial statements to ensure accuracy and communicate in real time updates/review notes
- Update and monitor Salesforce with dates and tasks once done
- Record journal entries for investment income
- Assist with performing bill pay for clients
- Assist with other daily tasks such as managing airplane reservations, setting up safety deposit boxes, conducting insurance reviews, and coordinating jewelry and artwork management for clients
- Prepare other, ad-hoc client deliverables
- Manage vendor relationships, requests, and payments timely
- Ensure documents such as real estate reports, charitable letters, etc. are being properly organized and placed in the correct locations
- Assist with administrative client tasks including, but not limited to payroll, hiring, onboarding, and benefit setup for client employees
- Interact with clients upon approval from direct supervisor
- Maintain ownership of work products to ensure they have a polished appearance and are completed with the highest accuracy
Qualifications:
- Bachelor’s degree in Accounting, Business Administration, or related field; Master’s degree preferred
- CPA or actively pursuing a CPA designation
- Ability to prioritize and multi-task in a fast-paced environment
- Possess a professional demeanor and be a positive thinker
- Tax Compliance and Tax Preparation skills
- Experience with Financial Statements and Accounting
- Knowledge of tax laws and regulations
- High level of accuracy and strong quantitative skills, along with the highest level of ethics, honesty and integrity
- Excellent written and verbal communication skills
- Strong project management and organization skills and ability to manage competing priorities
- Exhibit professionalism and maintain client confidentiality
- Results driven, self-starter who likes to take on new challenges
- Ability to work effectively both individually and in a team
Physical + Work Environment Requirements:
- Prolonged periods sitting at a desk and working on a computer
- When working remotely: quiet, undisturbed working space to preserve and maintain client confidentiality
Benefits:
- Compensation: General wage and annual bonus
- Benefits: Medical, dental, and vision insurance
- Technology: Computer + workstation set-up, including monitor, provided
- Retirement: 401(k) and profit sharing
- Education and Development: CPA exam and/or course reimbursement
- Paid time off: generous time off, sick time, plus a floating holiday
