Careers

We are committed to using our accounting knowledge to help our clients develop their organizations to their fullest potential. Correspondingly, we want to grow our team members to their fullest potential.

As a Senior Auditor, you’ll report to a Manager and benefit from their guidance and support.  We believe the following qualifications and skills will make a valuable contribution to our team:

• Minimum 3 years’ public firm experience
• CPA license or equivalent
• Strong audit, accounting and analytical skills
• Proven experience completing audits, reviews and compilations from start to finish
• Familiarity with financial software resources such as Thomson Reuters
• Experience with Workpaper CS or other audit software is ideal but training will be provided
• Familiar with grants, contributions, and restricted funds
• Work independently & as part of a team directly serving clients
• Self-starter with the desire and ability to increase responsibility and grow professionally
• Strong communications skills for both written and oral communications
  • Ability to communicate accounting information clearly to client
  • Experience working in a paperless and remote environment
  • Use of ShareFile or other file exchange software such as DropBox
• Nonprofit experience preferred. Municipal experience a plus. Single audit experience a plus

Responsibilities of the work you’ll be doing include but are not limited to:

• Complete audits, reviews, and compilations from start to finish
  • Review and assess risk
  • Agree balances to bank reconciliations and investment statements
  • Update fixed asset register for fixed asset additions and deletions and depreciation and accumulated depreciation for the current year
  • Testing and reconciliation of receivables and payables
  • Agree balances and schedules to original source documentation such as receipts, invoices, bills, or letters of support.   Recognize items that may not be in agreement
  • Reconcile cash, investments, debt, revenues, and expenses to external bank, donor, or vendor confirmations
  • Review grant and loan agreements and extract applicable information
  • Update debt schedules
  • Payroll analytics with payroll, benefits, pension, and post-employment benefits
  • Reconcile payroll to government reporting forms
  • Analytics of various balances and reconciliations as needed
  • Prepare adjusting entries as needed
  • Testing and analysis of other audit segments as needed
• Prepare financial statements
  • Adjust trial balance as needed based on workpapers
  • Prepare grouping schedules
  • Review and reconcile financial statement to make sure all statements are in balances and reconcile to each other and to the trial balance
  • Update footnotes
  • Prepare footnotes from examples and modify for client
• Additional activities including but not limited to:
  • Complete checklists and work programs
  • Understanding of audit procedures and the workpapers that relate to support various procedures
  • Link audit workpapers to trial balance
  • Research application of audit principles
  • Import and export information
  • Review work of other staff and answer staff questions
  • Keep manager informed of work progress and ask questions

Bee, Bergvall & Co. is an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

Bee, Bergvall & Co is looking for a strong Tax Manager with the following qualifications.

• Minimum 7 years of public accounting experience at national, regional or local firm
• CPA having already attained the position of manager at their current CPA firm
• Significant experience with individual, partnership, corporate, estate and trust returns
• Significant experience in a paperless environment using tax software
• Able to manage client relationships from start to finish in a timely and efficient manner
• Ability to meet with prospective clients and prepare proposals in response to RFP for business clients
• Attend industry meetings and conferences and network with clients and potential clients
• Ability to train, supervise, and manage staff including review of returns and related workpapers, provision of review comments and follow up
• Maintain client relationships throughout the year, sharing knowledge with the client and adding value to the client relationship
• Provide value to overall firm strategy and management
• Actively participate in the firm’s marketing program

The ideal candidate will:

• Have regional firm experience
• Aspire to become partner
• Demonstrate commitment to our industries served through Board or committee involvement within industry associations
• Have experience generating new clients and services for current clients
• Meet with business clients throughout the year. Most of our clients are in Bucks and Montgomery County with some clients in other surrounding areas

Although the ability to meet with our business clients is ideal, we are open to remote or hybrid work arrangements.  Also, while this is a full-time position, we would also be open to considering other options.

If you are looking to make a difference with the clients you serve and embrace our values, review the details of this particular position and submit your resume and cover letter. Interested candidates may apply by submitting a resume and a letter of interest to Cindy Bergvall, CPA  Apply

No phone calls please.

Bee, Bergvall & Co. is an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

Bee, Bergvall & Co. looking for a responsible Administrative Assistant to perform a variety of administrative tasks in our Warrington location. Duties of the Administrative Assistant include providing support to our managers and employees while assisting in daily office needs. If you have previous experience as an administrative assistant and familiarity within the accounting industry, or other professional industry, we’d like to meet you. Ultimately, a successful Administrative Assistant should ensure the efficient and smooth day-to-day support of our office.

Responsibilities

• Answer phones & greet clients
• Make a great first and lasting impression with our clients
• Organize and schedule appointments/Manage conference room calendars
• Schedule meetings
• Proof read financial statements
• Process tax returns
• Maintain digital filing system
• Mail merge/client mailings
• Maintain contact lists & databases
• Receive & post payments
• Organize and sort the mail
• Data entry on multiple platforms
• Monitor Due Dates
• Provide general support to visitors

Requirements

• Positive, energetic, and friendly personality with good “people skills”
• Proficiency in MS Suite (MS Excel, Word and MS PowerPoint, in particular)
• Experience with Microsoft Publisher, Adobe writer, & Constant Contact (Ideal but not required)
• Excellent time management skills and the ability to prioritize work
• Attention to detail and problem-solving skills
• Excellent written and verbal communication skills
• Strong organizational skills with the ability to multi-task
• Recognizes the confidential nature of our industry
• Working knowledge of office equipment, like printers, fax machine & postage meter
• High School degree; additional qualification as an Administrative Assistant or Receptionist will be a plus

Interested applicants should send their resume and a cover letter to Kelly Schwartz, Office Administrator kschwartz@bbco-cpa.com.

No phone calls please.

Bee, Bergvall & Co. is an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.