Careers

Bookkeeper

Karuna Advisors | Menlo Park, CA | Reports to Managing Director

Who we are:

Karuna Advisors was founded by Janine Bisharat who wanted to create a professional services firm focusing on tax compliance, consulting, and family office management for wealthy clients.

Karuna provides a team of certified public accountants and professionals that have years of experience and in-depth resources to complete the technical expertise as needed. We are your trusted business advisors, and our goal is to provide you with proactive advice so you can make informed, timely decisions.

We use the Enneagram in our practice to understand each other better, including our clients, so that we may deliver information most efficiently and effectively to you. 

Who we are looking for:

We’re looking for someone seeking stability in a Bookkeeper role. If you’re highly motivated and enjoy working independently, this may be the right fit for you. You will also be able to work with a supportive and highly collaborative team to solve any client issues.

What the job entails:

• Provide bookkeeping support on client financial statements, including following the internal process and documentation procedures for:
  • Downloading bank, brokerage and credit card statements to appropriate company folders
  • Syncing bank and credit cards transactions into QuickBooks
  • Classifying transactions in QuickBooks
  • Utilizing Microsoft OneNote for monthly, quarterly and annual checklists
  • Adding final financial statements to the quarterly estimates folder each quarter
• Assist with performing bill pay for clients
• Manage vendor relationships, requests, and payments timely
• Prepare other, ad-hoc client deliverables
• Proactively manage internal firm deadlines
• Proactively prioritize and manage tasks and projects assigned and keep them moving along through the review process and to completion
• Maintain accountability for themselves and all work products
• Reconcile Accounts Payable/Receivable every month

Qualifications:

• 3 years+ experience as a Bookkeeper, Accounting Clerk, or related accounting role
• Proficiency in accounting software (namely bill.com and QuickBooks) and Microsoft Office; Salesforce experience preferred
• QuickBooks Pro Advisor certification preferred
• Deep understanding of AP/AR principles and practices
• Ability to prioritize and multi-task in a fast-paced environment
• Possess a professional demeanor and be a positive thinker
• High level of accuracy and strong quantitative skills, along with the highest level of ethics, honesty, and integrity
• Excellent written and verbal communication skills
• Strong project management and organization skills and ability to manage competing priorities
• Exhibit professionalism and maintain client confidentiality
• Results driven, self-starter who likes to take on new challenges
• Ability to work effectively both individually and with a team

Physical + Work Environment Requirements:

• Ability to sit for prolonged periods at a desk and working on a computer
• A quiet, undisturbed working space to preserve and maintain client confidentiality

What Karuna Offers:

• Benefits: Medical, dental, and vision insurance; HSA and FSA; LTD
• Technology: Computer + workstation set-up, including a monitor, provided
• Retirement: 401(k) and profit sharing
• Compensation: Generous wage and annual bonus
• Paid Time Off: 10 days annually, plus a floating holiday
• Fun Events: team outings, lunches, and other fun team building experiences!

We’re looking for people who are highly-motivated, out-of-the-box thinkers. If you enjoy a challenge and thrive in a fast-pace environment, then you may be the right fit for the role. You will work directly with other members of our team, and clients, building a relationship as a trusted tax specialist and advisor. You will collaborate daily, developing solutions to complex tax issues through research, use of cutting-edge technology, and consultation with other team members.

Daily tasks may include researching tax regulations, understanding the applicable tax implications for specific clients and making recommendations based on your findings. You will commonly work with multiple clients at the same time, providing you exposure to a variety of clients and have a stronger understanding of applicable tax implications for different clients.

We will also expose you to our Family Office clients where you may assist with preparing the financials, paying bills, and other daily tasks for these clients.

Qualifications required:

• Bachelor of Science/Business Administration, Master of Science in Accounting or Taxation
• Strong academic track record (minimum GPA of 3.0)
• Ability to prioritize tasks, work on multiple assignments, and manage assignments in a team environment
• Relevant work experience (e.g. internships, summer positions, school jobs)
• CPA exam eligibility before beginning full-time employment preferred

We offer a progressive, entrepreneurial environment with flexible schedule, competitive and comprehensive compensation and benefit packages. 

All qualified candidates  should submit their resumes to brianna@karunaadvisors.com for immediate consideration.  Salaries commensurate with experience.

Tax Manager

Karuna Advisors | Menlo Park, CA | Reports to Director

Who we are:

At Karuna Advisors, we provide tax and family office services for wealthy families and founders of companies. Our culture is inclusive, team oriented, curious, fun and driven professionals. We constantly look for ways to improve our efficiency, communication and services to our advisors and clients.

Karuna provides a team of certified public accountants and professionals that have years of experience and in-depth resources to complete the technical expertise as needed. We are trusted business advisors, and our goal is to provide our clients with proactive advice to then make informed, timely decisions. 

We use the Enneagram in our practice to understand each other better, including our clients, so that we may deliver information most efficiently and effectively to them. 

Who we are looking for:

We’re looking for people who are highly motivated, out-of-the-box thinkers. If you enjoy a challenge and thrive in a fast-paced environment, this may be the right fit for you. You will work directly with other members of our team and clients, building a relationship as a trusted tax specialist, advisor, and leader. You will collaborate daily, developing solutions to complex tax issues through research, use of cutting-edge technology, and consultation with other team members.

What the job entails:

• Review tax returns including individual, entity, gift tax, and non-profit tax returns - e.g., forms 1040, 1065, 1041, CA565/8,571L, 5227, and foreign filings
• Sign tax returns to demonstrate full responsibility and authority of tax returns
• Research technical tax matters and draft memoranda to summarize findings and positions taken
• Demonstrate advanced-level skills in utilizing tax preparation software
• Demonstrate technical expertise by interpreting laws, regulations, and standards to develop tax planning and strategy recommendations to clients
• Thoroughly review other projects from Senior Associates and produce partner-ready work products
• Start developing a reputation as an expert or specialist in specified areas
• Serve as trusted client advisor and be able to discuss matters on the client’s behalf to federal and state agencies through Power of Attorney privileges
• Manage day-to-day client relationships and maintain positive client satisfaction
• Provide creative and innovative advice to clients
• Work closely with engagement partner and staff to meet client expectations
• Manage client engagements for profitability and efficiency
• Develop new client contacts and relationships beneficial to the firm
• Role model and mentor to new and existing staff
• Interest in personal career growth and development
• Manage realization/utilization/billable hours rates of Accountants and Senior Accountants

Qualifications:

• 6 years+ experience of public accounting experience
• Bachelor’s in Accounting, Finance, or related field; Master’s degree preferred
• CPA required
• Experience with tax technology similar to CCH WK, ProSystem Tax, BNA, mac environment software
• Multi-state experience is preferred
• Ability to prioritize and multi-task in a fast-paced environment
• Possess a professional demeanor and be a positive thinker
• High level of accuracy and strong quantitative skills, along with the highest level of ethics, honesty, and integrity
• Excellent written and verbal communication skills
• Strong project management and organization skills and ability to manage competing priorities
• Exhibit professionalism and maintain client confidentiality
• Results driven, self-starter who likes to take on new challenges
• Ability to work effectively both individually and with a team
• Team management skills including ability to lead, direct and coach
• Ability to build and cultivate strong personal relationships with peers in the firm and business community
• Excellent business skills and industry knowledge

What Karuna Offers:

• Benefits: Medical, dental, and vision insurance
• Technology: Computer + workstation set-up, including a monitor, provided
• Retirement: 401(k) and profit sharing
• Compensation: Generous wage and annual bonus
• Paid Time Off: 10 days annually, plus a floating holiday

Upload your resume here.