Post Published: Oct 12
Firm Name: Moss Adams
Date: September 25, 2018
Professionals:
Brenda Torres – Tax
Jon Liu - Tax
Nick Bergamo – Assurance
New Hires & Interns:
Art – Tax Full Time
Joanna – Incoming Intern (SLP)
Dianne – Audit
Lizzy – Tax Intern
Thomas – Full Time Offer (Audit)
Background:
Footprint: Expanding west to east
“Even though they are mid-tier, they do have clients across the US, such as, going to open an office in Shanghai.”
GPA Requirements: Will not look at resumes with GPA under 3.0
Key metrics (DEPTH)
- 5k bonus when you pass CPA within 1st year
- 2nd or 3rd year the bonus drops
- No manager without CPA
- 5 weeks of PTO
- 90% - are you proud to be part of Moss Adams (confidential exams/survey) “Speaks to the type of cultural at Moss Adams” – Nick
- 26% partners are women vs 22% industry average
o Better than average – In 2008, they started form a W; “How can we retain the female
talent we have at moss?”
o 2020 goal is to get that number up to 30%
- Up to 3 mentors; three people are assigned to you – career advisor, buddy (2nd year staff), informal mentor (manager, partner, senior – anyone you’re comfortable talking to)
- “The more mentors you have, the better off you are.”
- 830K donated to various charities and orgs. If employees donate the company will match up to $500.
- CEO Chris Schmitt (CSUF Alumni)
RANGE
- Industries (OC healthcare, Restaurant, Apparel, Construction, MFG, Tech, Science (bio medical)
o “Staff or senior roles you work with most industries; then you work into finding what
industry you specialize in.”
o Time frame for specialization – managers and senior managers that work with a handful of industries – nothing forced, it comes naturally.
- Just merged with a tech consulting firm
- Founded in 1915
- 280 partners
- 100 countries with clients
- 2900 professionals
How is performance evaluated?
- Consistent feedback (mid-year and end of year)
- Sit down with career advisor (career goals)
- Engagement reviewer, supervisors – feedback every couple week
- Formal feedback session you should have a good idea of what
Biggest challenges?
“Rapid growth is hard to keep up with, so the solution is to hire good talent” - Nick
Rotational program
- Interns do tax and audit
- 3 weeks in audit and 3 in tax (enough time to get general sense of what the service is about)
- “Keep an open mind” – Thomas
Consulting
- Lots of consulting options
- Consulting professional at MTF
- Check website so see what services and positions they offer
- Difficulty: not many openings (limited)
“What does find your west” mean to you?
Educational opportunities
- Moss Adams pays for masters in tax
- offer Becker
- Firm wide training – BYU professors highlight more of the technical skills, lunch and learn every Wednesday that consist of new topics (informal training)
- On boarding training – buddy is going to shadow you and guide you
Big data
- Lots of software platforms they are getting work with
- Kira software – helps you read an article by inputting keywords (efficiency)
- Software tableau – analyzing for outliers