Vice President, Accounting Advisory

• Lead and manage Accounting Advisory engagements, serving as the primary client point of contact.
• Oversee design and execution of workstreams, including:
  • Technical accounting research and accounting memoranda
  • Accounting policies, financial statement disclosures, and supporting schedules
  • Purchase price accounting analyses and related journal entries
  • Month-end close optimization, reporting enhancements, automation opportunities, and internal controls improvements
• Review and finalize deliverables such as reporting packages, KPI dashboards, models, cash flow and working-capital analyses, and board-level materials.
• Conduct detailed analysis of financial and operational data to identify trends, insights, and value-creation opportunities.
• Lead client meetings, discovery sessions, and change-management discussions, guiding clients on how to operationalize recommendations and embed improved processes.

• Manage and mentor junior colleagues, providing coaching, direction, and quality control across engagements.
• Ensure timeliness, accuracy, and excellence in all team deliverables.
• Support firm-wide training programs and share best practices across Palm Tree’s Accounting Advisory and broader consulting teams.

• Participate in business development efforts, including scoping discussions, proposals, and relationship building.
• Identify opportunities for additional work within existing accounts (e.g., reporting efficiencies, FP&A support, technical accounting needs, audit readiness).
• Support firm-building initiatives such as talent acquisition, process improvement, and thought leadership.

• Bachelor’s degree in Accounting, Finance, or related field; MAC/MBA preferred.
• Active CPA is highly preferred; other certifications (e.g., CFA) are a plus.

• 7–10+ years of relevant experience in technical accounting, financial reporting, audit/assurance, or accounting advisory.
• Experience managing year-end audits with external accounting firms.
• Proven track record leading multiple engagements and teams in a client-service environment.
• Familiarity with financial reporting (internal and external), accounting automation, month-end close optimization, and Office of the CFO initiatives.

• Advanced proficiency in Microsoft Excel and PowerPoint.
• Strong command of U.S. GAAP, technical accounting standards, and financial statement preparation.
• Experience with BI tools or data visualization platforms is a plus.

• Strong analytical and critical-thinking abilities; detail-oriented.
• Highly organized with excellent project-management capabilities.
• Exceptional written, verbal, and interpersonal communication skills.
• Thrives under pressure in fast-paced M&A-driven environments.

• Commitment to high-quality work and continuous improvement.
• Team-first mentality with a collaborative and supportive mindset.
• Proactive, self-driven, and comfortable with ambiguity.
• Alignment with Palm Tree’s core values: integrity, collaboration, excellence.

• Base salary of $175k–$200k, plus performance-based bonuses.
• Comprehensive benefits: medical, dental, vision, 401(k) with match, unlimited PTO.
• Hybrid work environment with access to offices in Los Angeles, Chicago, New York (and strategic markets firm-wide).
• Merit-based advancement in an entrepreneurial, private-equity-aligned 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.