Palm Tree LLC · 1 month ago
Associate, Accounting Advisory
Los Angeles, CA
Full-time
Hybrid
Mid Level
$100K/yr - $125K/yr
4+ years expPalm Tree LLC is a modern M&A value creation firm specializing in financial consulting, operational consulting, and investment banking services. The Associate role in Accounting Advisory is a critical position that supports various accounting engagements and provides exposure to M&A and private equity within a fast-paced environment.
AdviceConsultingFinancial Services
Responsibilities
Support day-to-day execution of Accounting Advisory engagements, including:
Internal and external financial reporting packages
Accounting policies, technical accounting memos, disclosures, and audit request support
Purchase price accounting schedules and journal entries
Analyze accounting and finance processes to identify improvements in:
Month-end close
Reporting efficiency and automation
Internal controls
Perform variance analyses across income statement, balance sheet, and cash flow drivers
Participate in client meetings and calls, helping explain financial results and technical conclusions
Help clients operationalize new reporting workflows, accounting processes, and value-creation initiatives
Mentor junior team members, review their work, and connect accounting insights to operational impacts
Provide regular engagement updates to senior leadership
Support internal training and best-practice development across the firm
Support business development efforts (proposals, scopes, pitch materials)
Contribute to firm-building efforts: recruiting, process improvement, thought leadership
Begin developing direct client relationships and supporting long-term account growth
Qualification
Required
Bachelor's degree in Accounting required; MAC/MBA helpful but not required
4–6+ years of relevant experience, ideally including: Audit/assurance (public accounting), Accounting advisory, Corporate/industry accounting
Strong familiarity with U.S. GAAP, including: Revenue recognition, leases, and stock-based compensation, Purchase accounting, Debt vs. equity, financial instruments, and other technical areas
Advanced Excel and PowerPoint skills
Strong understanding of financial reporting and close processes
Highly analytical with strong critical-thinking skills
Detail-oriented, organized, and effective under pressure
Strong written, verbal, and interpersonal communication skills
Proactive, motivated, and 'team-first' mindset with a client-service orientation
Preferred
Active CPA highly preferred
Experience juggling multiple workstreams and reviewing junior staff is preferred
Experience with BI tools or automation technologies is a plus
Benefits
Medical
Dental
Vision
401(k) with match
Unlimited PTO
Company
Palm Tree LLC
As a single-source partner, Palm Tree integrates financial, operational, analytical, and capital solutions to advise and execute value-creation initiatives that drive transactions, transitions, and transformations.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
P
Pardis Nasseri
Chairman and CEO
Recent News
Hindu Business Line
2026-01-19
Company data provided by crunchbase