Sustainable Career Path
Over a working career, professionals must juggle conflicting priorities in the office and at home. At Soren McAdam, our goal is to create sustainable, rewarding career opportunities while still providing latitude for team members to meet their personal priorities. In some cases, this may mean flexible scheduling options (when possible, based on client requirements). By taking the long view, we strive to help our talented staff fulfill their workplace commitments without sacrificing the quality of their personal lives.
Challenge
Today’s CPA firms face daunting client and regulatory challenges. While we believe such challenges raise the bar for professional performance, we also understand that success is a long-term investment. At Soren McAdam, we empower team members with responsibilities that strengthen their skills, talents and creativity. At the same time, we provide each team member with the professional development opportunities needed to achieve their goals.
Lifetime of Learning
Benefits
401k retirement plan
Soren McAdam contributes 3 percent of your salary, whether or not you contribute, upon eligibility.
Dental
Dental coverage through Ameritas. Soren McAdam covers 100 percent of the employee’s premium. Dependent coverage is available at the employee’s expense. Eligibility begins the first of the month following the date of hire.
Life Insurance
Life insurance through Lincoln National Life Insurance Company. This plan provides 250 percent of basic annual earnings up to a maximum of $300,000. The plan becomes effective the first of the month after 30 days of employment.
PTO
Personal time off (PTO) plan accrues 10 hours each month.
Flex spending plan
Cafeteria flex spending plan for childcare, medical expenses and employee premium costs.
Friday breakfast
Soren McAdam provides donuts, bagels and fruit on Fridays.
postage
Two mail runs a day at employee expense.
birthday treats
Soren McAdam provides treats and a celebration for all birthdays each month.
professional education
Soren McAdam pays all fees and costs for approved courses.
Licenses and professional organizations
Soren McAdam pays fees for CPA license and memberships in AICPA, CalCPA and other approved industry or professional organizations.
Medical
Medical coverage is a choice through Anthem PPO or Kaiser. Soren McAdam covers 100 percent of the employee’s premium. Dependent coverage is available at the employee’s expense. Eligibility begins the first of the month following the date of hire.
Vision
Vision coverage through Vision Plan of America. This is a voluntary benefit paid by the employee.
Disability insurance
Long term disability insurance through Lincoln National Life Insurance Company. This plan provides two-thirds of basic monthly earnings up to a maximum of $5,000. The plan becomes effective the first of the month after 30 days of employment.
Direct deposit
Paycheck direct deposit (up to three different accounts).
Holidays
Soren McAdam provides 9 paid holidays each year.
Dry cleaning
Soren McAdam provides pick-up and delivery on Tuesdays and Thursdays at employee expense.
Beverages
Unlimited soda, tea and coffee. All cans and plastic containers are recycled.
after tax season get together
An April 15th celebration to help employees and their families relax and enjoy the passage of busy season. Past events have included partners cooking BBQ for employees and families, a food truck in the parking lot, games for kids and a relaxing outdoor setting.
Professional Development
Our team members are challenged every day by each other and the clients we serve. Individuals are encouraged to actively participate in meeting these challenges, since Soren McAdam realizes that leadership is best developed through a collaborative environment where individual achievement is recognized and everyone’s participation is welcomed.
Relationships
From the very beginning, our staff are encouraged to work closely with clients, forming meaningful relationships to achieve our goal of providing exceptional client service. Our diversified approach to training, industry involvement, accounting, audit, tax and consulting engagements allows each employee to work with a majority of Soren McAdam’s senior staff and partners. As a firm, we strongly encourage all team members to act as business advisors for clients – not just auditors or tax preparers.
Specialization
Aside from traditional accounting services, Soren McAdam delivers a range of other specialized services to enhance our clients’ profitability and support their management focus. Team members have the opportunity to gain in-depth expertise in one or more service areas or in a particular industry niche. When such specialization is mutually beneficial, Soren McAdam will support an employee through training and other professional development opportunities.
BDO Alliance USA
We are an independent member of the BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting and service firms with similar client service goals. The BDO Alliance USA presents an opportunity for firms to expand services to clients without jeopardizing our existing relationships or our autonomy by accessing the resources of BDO USA, LLP and other Alliance members. The BDO Alliance USA was developed to provide Member firms with an alternative strategy for gaining competitive advantage in the face of a changing business landscape. The Alliance represents an opportunity for BDO to enhance relationships with reputable firms that share a mutual business understanding. The BDO Alliance USA is a subsidiary of BDO USA, LLP, a Delaware limited liability partnership.
Personal Development
Opportunities in Education
We believe in supporting our staff by providing more continuing professional education (CPE) opportunities than are required. Each year the firm provides at least 24 hours of offsite CPE, which helps employees take full advantage of high-level learning opportunities.
These courses are in addition to other professional development opportunities available through the American Institute of Certified Public Accountants, the California Society of CPAs, and other professional and industry organizations. The firm also provides audit, accounting and tax updates throughout each year.
