Vice President, Accounting AdvisoryAbout Palm TreePalm Tree is a modern M&A value creation firm that integrates financial consulting, operational consulting, and investment banking services. Founded in 2010, Palm Tree partners with private equity firms, business operators, and management teams through strategic events including acquisitions, carve-outs, recapitalizations, restructurings, integrations, and performance improvement initiatives.
Palm Tree’s Transitions & Transformations group provides strategic FP&A, financial modeling, performance improvement, accounting advisory, and other Office of the CFO initiatives to portfolio companies of private equity sponsors and other middle-market businesses. As part of our continued growth, Palm Tree is expanding its Accounting Advisory practice to support clients navigating complex technical accounting challenges, financial reporting requirements, and finance function transformations.
The Vice President PositionThe Vice President is an engagement management leader within Palm Tree’s Accounting Advisory practice. Vice Presidents oversee day-to-day client engagements, lead technical accounting workstreams, and manage teams responsible for delivering high-quality accounting and reporting advisory services.
This role requires deep technical accounting knowledge combined with strong client service capabilities. Vice Presidents work directly with CFOs, controllers, private equity sponsors, and external auditors to help clients address complex accounting matters while improving the efficiency and effectiveness of their finance organizations.
The ideal candidate will thrive in a fast-paced, entrepreneurial environment and be motivated to help grow Palm Tree’s Accounting Advisory platform.
Who We Are SeekingAn accounting advisory professional from a Big 4 or other large consulting firm seeking to help grow a practice in an entrepreneurial environmentAn industry accounting professional with deep knowledge of US GAAP who is interested in transitioning into client services and advisory workA motivated accounting professional who enjoys solving complex technical accounting issues while improving finance and reporting infrastructureCandidates with experience in the following areas are particularly well suited for this role:Purchase accounting and transaction accountingComplex debt and equity instrumentsDerivatives and financial instrumentsStock-based compensationRevenue recognitionLease accounting
Core ResponsibilitiesEngagement ManagementLead the execution of Accounting Advisory engagements across multiple clientsProvide direction, management, and task delegation to Associates and other junior team membersServe as a primary point of contact with client leadership teams throughout engagementsEnsure engagement timelines, deliverables, and client expectations are managed effectively
Technical Accounting & Financial ReportingLead preparation and review of technical accounting deliverables including accounting memoranda, accounting policies, financial statement disclosures, and supporting schedulesSupport purchase price accounting analyses and related journal entriesAssist clients in navigating complex US GAAP accounting issues and financial reporting requirementsCoordinate with external auditors and assist clients in managing year-end audit processes
Accounting Process ImprovementAssess accounting and finance processes to identify opportunities for improvement in areas such as month-end close, financial reporting, automation, and internal controlsDiagnose root causes of reporting inefficiencies and propose practical solutionsSupport implementation of improved reporting processes and finance infrastructure
Financial Analysis & Operational InsightReview and finalize analyses of financial and operational data including KPIs, cash flow, net working capital, and debt itemsManage investigation and Q&A processes related to key financial statement fluctuationsTranslate financial reporting insights into operational recommendations
Client EngagementLead meetings and conference calls related to financial reporting, operational discovery, and change management initiativesGuide clients in integrating Palm Tree’s reports, processes, and financial frameworks into ongoing business operationsCommunicate engagement progress and key findings to senior leadership and internal stakeholders
Team Development & Business DevelopmentTrain, mentor, and develop junior team membersManage multiple team members across concurrent engagementsSupport proposal development and new client opportunitiesParticipate in business development activities and help expand Palm Tree’s client relationships
QualificationsUndergraduate degree in Accounting, Finance, or a related field requiredActive CPA license strongly preferred6–8+ years of relevant professional experience in technical accounting and financial reportingPrior experience in public accounting (Big 4 or national firm audit practice) strongly preferredExperience in accounting advisory, transaction accounting, or corporate accounting/finance roles preferredDemonstrated experience managing teams and leading multiple client engagementsExperience coordinating year-end audits with external accounting firmsThe ideal candidate will have strong technical accounting expertise across internal and external financial reporting, as well as the ability to lead engagements and help clients implement reporting efficiencies.
Candidates should also demonstrate:Strong leadership and project management skillsAdvanced proficiency in Microsoft Excel and PowerPointExcellent written and verbal communication skillsCandidates who strongly align with Palm Tree’s entrepreneurial culture and have an interest in private equity, M&A, and transaction-driven environments will excel in this role.
Compensation and BenefitsBase salary range of
$175,000–$200,000, plus performance-based incentive bonus.Comprehensive medical, dental, and vision premium coverage.Competitive 401(k) program.Unlimited paid time off (PTO).Robust maternity and paternity leave program.Hybrid work environment with access to offices in Los Angeles, Chicago, and New York.
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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.
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