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Associate Consultant / Senior Associate Consultant

Company: Omega Accounting Solutions
Location: Anaheim
Posted on: June 23, 2022

Job Description:

Omega Accounting Solutions is an accounting and data firm that empowers small businesses to make informed business decisions through the production of accurate and timely books that yield honest, insightful, and actionable reports. We work with CFOs, controllers, accountants, and software developers to collect, integrate, analyze, and present essential data that allow for healthy corporate operation and growth.
Our culture is vibrant, and we are on a mission to provide outstanding service to each of our clients. Our core values include Accuracy, Honesty, Efficiency, Transparency, and Integrity. If you possess these values, then you would be a great fit for Omega!
Omega Accounting Solutions has been awarded a Top Workplaces 2021 honor by the Orange County Register!
We are currently seeking an Associate to join our Business Incentives team. In this role, the Associate Consultant will work directly with our internal consultant team to help clients identify and claim government incentives designed to promote innovation and economic growth within the United States. Specifically, the Associate Consultant will have the opportunity to collaborate with clients regarding accounting procedures, tax strategies, financial analyses, and operational processes. This will include serving as a valuable part of Omega's client engagement by helping to manage the flow of data to and from the client. Additionally, the Associate Consultant will interface daily with multiple clients and participate in phone calls, video conferences, and client site visits. Further, the Associate Consultant will participate in financial analyses and regularly prepare calculations, models, and data queries. Please note: This position is fully on-site.

  • Work closely alongside a team with a variety of backgrounds to conduct technical analyses and create value for clients in a wide variety of industries
  • Interface with business owners to review business practices and discuss the measurable state of their financial reporting
  • Analyze large subsets of confidential financial and technical client data
  • Conduct interviews with client personnel to review financial data and discuss technical aspects of client processes, procedures, and daily functions
  • Leverage strong project management skills to ensure deadlines and client expectations are met
  • Conduct technical interviews with subject matter experts regarding client business operations and specific product functions or process performance
  • Gather and review technical and financial documentation
  • Draft robust technical reports and deliverables that detail and substantiate business incentive claims
  • Become an expert in multiple business credits and incentives including the Research & Development Tax Credit and Employee Retention Tax Credit
  • Interface daily with multiple clients via teleconference, email, and on-site client visits
  • Conduct technical research to assist the team in new regulations and code requirements
    • Highly organized, detail-oriented disposition
    • Ability to evaluate numerous client data points and quickly ascertain tax credit eligibility
    • Desire to work with small to mid-sized businesses and passion to help clients succeed
    • Self-starter and able to work independently
    • Capacity to prioritize projects, work well under pressure, and meet deadlines
    • Ability to thrive in a fast-paced environment
    • Strong interpersonal skills and experience building strong client relationships
    • Diplomacy, tact, and poise under pressure when working through client issues
      • Minimum 2-3 years of relevant Research & Development work experience
      • Excellent written and verbal communication skills
      • Proficient with Microsoft Office Suite, specifically Microsoft Word and advanced level skillset in Microsoft Excel, highly preferred
      • Acute attention to detail, expert analytical, research, and writing skills
      • Strong understanding of accounting principles and ability to read financial statements
      • Superior organizational skills and project management skills required with ability to multi-task in a fast-paced, deadline-driven environment
      • Background in Audit (Public Accounting) or Law highly preferred
        • Bachelor's Degree is a requirement
        • Bachelor's degree in accounting, finance, or another business-related major is a plus
        • Legal degree/law school graduate is a plus

Keywords: Omega Accounting Solutions, Anaheim , Associate Consultant / Senior Associate Consultant, Professions , Anaheim, California

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