Associate, Accounting Advisory

• Lead day-to-day execution of Accounting Advisory engagements
• Provide guidance, direction, and task management to junior team members
• Communicate regularly with clients regarding engagement progress and deliverables
• Ensure high-quality execution and timely completion of engagement milestones

• Prepare and review internal and external financial reporting packages
• Draft accounting memoranda, accounting policies, and technical accounting analyses
• Support external audit processes, including preparation of audit requests and supporting schedules
• Assist with purchase price accounting analyses and related journal entries
• Manage variance analysis across income statement, balance sheet, and operational reporting

• Review and analyze existing accounting and finance processes to identify improvement opportunities
• Assess root causes of reporting inefficiencies or process bottlenecks
• Provide recommendations for improving month-end close processes, reporting cadence, and automation opportunities
• Support implementation of recommended process improvements within client organizations

• Perform detailed analyses on financial data and operational metrics
• Translate financial analysis into actionable insights that support operational decision-making
• Guide junior team members’ analysis of financial results and financial statements

• Lead client meetings and conference calls related to financial reporting, operational discovery, and change management initiatives
• Communicate financial results and reporting insights to management teams
• Support the integration of Palm Tree reporting processes and deliverables into clients’ ongoing business operations
• Provide regular engagement status updates to senior team members

• Train and mentor junior team members
• Support recruiting and onboarding initiatives within the Accounting Advisory team
• Begin participating in business development efforts and client relationship building

• Undergraduate degree in Accounting required
• Active CPA license
• 4–5+ years of relevant professional experience
  • Prior experience within a Big 4 or national firm audit practice is required
  • Experience within advisory accounting, transaction accounting, or corporate accounting/finance environments preferred
• Familiarity with internal and external financial reporting requirements
• Experience managing multiple workstreams and supervising junior team members

• Base salary range of $100,000–$150,000, with performance-based bonus opportunities.
• Comprehensive benefits package including medical, dental, and vision insurance.
• Competitive 401(k) program with employer matching contributions.
• Hybrid work environment with access to offices in Los Angeles, Chicago, and New York.
• Unlimited paid time off (PTO).
• Opportunities for career advancement within a merit-based, entrepreneurial culture.

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What to Expect When Applying

Whether this is your first time applying to Palm Tree or you’ve connected with us before, you are welcome to use this portal to submit an updated résumé, cover letter, or other materials. Our recruiting team will thoughtfully incorporate your most recent information into your existing application profile. And yes—we do read cover letters. In fact, the cover letter is a great place to demonstrate why you're qualified for a position, even if you do not meet all requirements.

Application Confirmation After submitting your application, you will receive an email confirming that we’ve received your materials.

Initial Review Once your application has been reviewed and added to our active candidate database, you will receive a second confirmation email. Timing for this step can vary based on current hiring needs and priorities, so we appreciate your patience.

Note: If a role is marked as an “immediate” opening, the posting will typically outline specific timelines for each stage of the process, including a potential start date.

Screening If and when a suitable opportunity arises, a member of our hiring team will reach out to schedule an introductory conversation. The timing of this step is demand-driven and can vary.

Interviews Qualified candidates will be invited into a formal interview process. As with earlier stages, timing may vary depending on hiring priorities and role requirements.

While we do carefully review every application, we are unable to provide individual feedback to all candidates due to application volume. We value transparency and sincerely appreciate your understanding.

Important Notice Palm Tree is not currently engaging outside recruiters or headhunters for this search. Unsolicited résumé submissions from third parties may inadvertently disqualify a candidate. All interested and qualified candidates should apply directly through this portal.

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