Apply on Employer Site

Palm Tree LLC · 14 hours ago

Associate, Accounting Advisory

Los Angeles, CA

Full-time

Hybrid

Mid Level

$100K/yr - $125K/yr

4+ years exp

Palm Tree LLC is a modern M&A value creation firm that specializes in supporting private equity firms and management teams through strategic events. The Associate role in Accounting Advisory involves supporting engagements across financial reporting and M&A-related initiatives while providing mentorship and contributing to business development efforts.

AdviceConsultingFinancial Services

Growth Opportunities

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

Active CPAU.S. GAAPAccounting advisoryAdvanced ExcelFinancial reportingCritical thinkingDetail-orientedInterpersonal communicationTeam-first mindset

Required

Bachelor's degree in Accounting 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

MAC/MBA helpful but not required

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

Hybrid work environment (2+ days in office), with travel of 5%–35% depending on engagements.

High-growth, merit-based culture with accelerated advancement opportunities.

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.

Founded in 2010

El Segundo, California, USA

51-200 employees