Associate Bursar jobs in San Diego, CA

As part of the H&B team, you will work in a collaborative and rewarding environment. We provide our team members with the right tools to be successful with a continual focus on technical training, as well as other skills necessary to thrive in the world of public accounting. 

Job Summary:

The Associate position is charged with preparing correspondence accurately and in a timely manner, preparing workpapers with definitive conclusions, and preparing financial statements and returns.  

Essential Functions: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the job requirements. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. 

Tax Preparation and Accounting

• Complete a variety of financial reporting projects, including financial statement audits, internal control system reviews, and accounting assistance. 
• Perform a variety of tax projects, including preparation of business and individual tax returns, tax planning, and research. 
• Examine, reconcile, and analyze financial information such as balance sheets, fixed asset ledger, income statements, and monthly/quarterly operating results. 
• Successfully identify accounting, business, and tax issues/opportunities and develop solutions/recommendations. 

Administrative Tasks

• Works independently with minimum supervision.
• Follows all policies and procedures established by the firm.
• Enters time daily to ensure current and accurate tracking of hours. 
• Assigns hours to each client to ensure accurate billing.
• Follows safety rules according to the firm Injury and Illness Prevention Program (IIPP) 

Marginal Functions

• Accepts special projects as assigned.

Job Requirements: To perform this job successfully, the individual must possess the following education, licenses and certifications, experience, and skills.

Education

• Must be completing or possess an undergraduate degree.

Licenses and Certifications

• CPA certification is preferred but not required.

• Must possess and maintain a valid driver's license to travel to client locations.

• Minimum experience required: 2 years Public Accounting

Technical Skills

• Technically competent in audits, reviews, compilations and preparation of financial statements.
• Demonstrated proficiency in the use of computers, Microsoft Office software, and computer accounting and tax software programs.
• Solid knowledge of accounting principles and auditing standards.
• Solid understanding of financial institution laws and regulations.
• Solid ability to manage time effectively to maintain a high level of accuracy in preparing and maintaining all schedules.

• High attention to detail; ability to produce written documents, charts, and quantitative analysis with minimal direction.

Interpersonal Skills

• High level of enthusiasm to work collaboratively in a team environment to meet and exceed expectations for clients.
• Self-motivated, adaptable, and able to work with minimal direction in a high-pressure environment.
• Works independently and is self-motivated to complete tasks and assignments with a minimum amount of supervision and is flexible to accept tasks and projects.
• Upholds the professional standards of conduct for respectful behavior and demonstrates a high degree of personal integrity.

What we offer:

• Competitive compensation
• Start with 20 days of PTO (Paid Time Off)
• Generous health and welfare benefits
• Focus on work/life balance
• Flexible schedules
• Opportunity to work with a friendly and supportive team
• Strong mentoring program with a focus on the success of each team member  

The compensation for this position ranges from $50,000 to $60,000. Actual compensation will be dependent upon the individual's qualifications, experience, skills, licensure, and certifications.