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  • Director, Financial Reporting and Accounting

    Midland States Bank 4.0company rating

    Effingham, IL jobs

    Director, Financial Reporting and Accounting Time Type: Full time At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right." At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Salary Range: $125,000-$205,000/annually Position Summary This position is a key member of the accounting team and the finance group as a whole. The Director - Financial Reporting & Accounting provides oversight and management of internal and external reporting, analyzes and implements new accounting policies and standards as required, monitors and updates existing accounting policies as the Company's business changes, and oversees accounting operations functions. Primary Accountabilities People Manages a team of professionals in a customer-centric culture to excel in a fast-paced environment. Coaches, develops, and conducts performance management activities with direct and indirect reports. Identifies high-potential employees for advanced training and development opportunities. Effectively manages poor performers. Job Specific Supports the Chief Accounting Officer in managing external financial reporting, including preparation and review of the annual report, quarterly earnings releases, bank regulatory reports and legal entity regulatory financial reports. Prepares initial drafts of financial statements to be included in Form 10-Qs and Form 10-K, including footnotes and Management's Discussion and Analysis (MD&A). Administers and supervises the annual and quarterly preparation process conducted by other accounting personnel. Supports the finance team in the review of footnote documentation and MD&A information. Performs a detailed review of the quarterly call report and Federal Reserve reports. Supports the finance team in the preparation of monthly and quarterly financial reporting packages for management, the audit committee and the board of directors. Addresses inquiries from internal and external auditors, providing documentation that supports their needs. Plans, organizes and coordinates all activities of the general accounting function for the Corporation to ensure accurate and timely recording of accounting entries. Administers and supervises the month-end close process. Is responsible for ensuring the accuracy and adequacy of internal control documentation required for enterprise risk management. Maintains a process to ensure that all balance sheet and internal DDA accounts are reconciled on a periodic basis. Is responsible for completing annual goodwill and intangible asset impairment assessments. Stays current with new accounting and financial reporting guidance issued by the FASB, SEC and IASB when applicable. Other The role requires occasional travel for training and team meetings, and willingness to travel periodically to locations within market as needed. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience: Bachelor's degree in accounting. 10+ years of experience with a financial services, multi-company organization. CPA preferred. Over seven years of significant bank accounting experience, including SEC reporting/public company experience. Working knowledge of GAAP accounting issues as they relate to the banking industry. Excellent oral, written, and interpersonal communication skills with the ability to instruct others, interpret documents, and write reports and correspondence. Excellent organizational and time management skills. Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************. Midland States Bank may use automated tools and artificial intelligence ("AI") to assist with recruiting, screening, and hiring decisions. In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT PIdc4442081f66-37***********5
    $125k-205k yearly 2d ago
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  • In-Charge Senior Accountant (Fully Remote)

    Brock, Schechter and Polakoff LLP 3.9company rating

    Buffalo, NY jobs

    BS&P CPAs & Consultants has recently been named one of the Best Companies to Work For in New York State! BS&P prides itself on cultivating a positive and inclusive work environment that fosters collaboration and encourages growth. With a strong commitment to maintaining a healthy work-life balance, providing ample opportunities for professional growth and development, and offering comprehensive employee benefits, we prioritize the well-being and success of our firm's employees. BS&P's dedication to a supportive company culture, coupled with leadership that values and recognizes employee contributions, underscores why the firm is not just a workplace but a community where individuals thrive and find fulfillment in their careers. With over 50 years in business, BS&P is recognized as a trusted business partner in Western New York. The certified public accounting and wealth management firm consists of 65 members. The firm is looking for an in-charge senior accountant with at least five years' experience to join our rapidly growing and energetic firm. Our staff enjoy flexible hours, summer Fridays, full-time remote & hybrid remote work arrangements and dress for your day attire! Overview: an in-charge senior accountant is a mid-level professional who assists with the preparation of complex individual and corporate tax returns and helps review basic types of tax returns while growing professionally within the firm. Position Responsibilities: Prepare complex individual and corporate tax returns Review basic types of tax returns. Assist staff with questions. Perform complex research on tax-related issues and help client with strategic questions. Proactively engage, communicate and build a professional, trusted relationship with all levels of the firm and clients. Complete projects and engagements within realistic budgets. Continue to stay up to date on tax changes. Qualifications Bachelor's/master's degree in accounting with CPA Experience with Corporate and Individual tax returns. Strong communication and organizational skills. Minimum of 5 years of tax preparation experience in public accounting. Proficiency with CCH Axcess and Engagement. The salary range for this position is $85,000 - $100,000 dependent on experience. Why BS&P: Ability to advance within the firm Progressive Career Progression guidance to assist each individual staff member Big firm capabilities, small firm benefits and flexibility Family friendly culture Competitive salary Flexible work schedules Full-Time Remote & Hybrid Remote Work Arrangements Summer Fridays Average of 55 hours a week during tax season Dress for your Day Partner Mentor Program Health Insurance, Dental Insurance, Vision Insurance, 401(k), Life Insurance, Supplemental Short and Long-Term Disability
    $85k-100k yearly 1d ago
  • Head of Account Management (ISS Market Intelligence)

    Institutional Shareholder Services Inc. 3.9company rating

    Boston, MA jobs

    Head of Account Management (ISS Market Intelligence) page is loaded## Head of Account Management (ISS Market Intelligence)locations: Boston, MA, UStime type: Full timeposted on: Posted Yesterdayjob requisition id: JR\_9399Let's be #BrilliantTogether## Role OverviewThe Head of Account Management, North America, is responsible for defining and executing the long-term vision for the Account Management function, ensuring alignment with the company's strategic goals. This role leads a high-performing team focused on client retention, expansion, and satisfaction, driving revenue growth and maximizing client lifetime value.## Main Responsibilities### Strategic Leadership* Define and communicate the long-term vision for Account Management in North America.* Align team goals and initiatives with broader company strategy and growth objectives.* Represent Account Management in executive planning and cross-functional leadership forums.### Team Management & Development* Lead, coach, and develop a team of Account Managers to exceed performance targets.* Provide structured management, regular feedback, and career development pathways.* Foster a culture of accountability, recognition, and continuous improvement.### Client Success & Revenue Growth* Own account retention, expansion, and satisfaction targets.* Drive upsells and cross-sells strategies to increase client lifetime value.* Act as an executive sponsor for strategic accounts, resolving escalations and identifying growth opportunities.### KPI Management* Define and manage key performance indicators for the Account Management team, aligned with company revenue and retention goals.* Monitor individual and team performance across upselling, renewals, client satisfaction, and engagement metrics.* Use CRM dashboards and reporting tools to track progress, identify gaps, and implement corrective actions.* Conduct regular performance reviews and provide coaching based on KPI outcomes.### Forecasting & Reporting Performance* Own forecasting for account growth, renewals, and upsell revenue across the North American portfolio.* Deliver accurate, data-driven performance reports to senior leadership, highlighting trends, risks, and opportunities.* Collaborate with Sales Operations and Finance to ensure forecasts align with company targets and inform strategic planning.* Maintain visibility into pipeline health and account status through CRM dashboards and reporting tools.### Cross-Functional Collaboration* Partner with Marketing, Client Success, and Product to deliver impactful campaigns and solutions.* Ensure seamless handoffs from New Business and BDR teams to Account Management.* Champion client feedback and insights to inform product development and service enhancements.### Process Optimization* Continuously improve account management workflows, tools, and reporting.* Ensure data integrity and visibility across CRM and client engagement platforms.* Build clear structure, process, and expectations for directly managed teams.## Qualifications* BA/BS degree in a related field.* 10+ years of experience in a customer-facing organization with a focus on service delivery, account management, and client engagement.* Demonstrated success in building structured, process-driven environments.* Proven track record of recruiting, managing, and developing high-performing teams.* Energetic self-starter who uses performance metrics and user data to drive decisions.* Strong professional etiquette and relationship-building skills, with empathy for client needs and perspectives.* Excellent analytical, problem-solving, and project management capabilities.* Exceptional communication and presentation skills.* Skilled in influencing actions outside of direct reporting lines through relationship building, persuasion, and consensus.* Deep understanding of value drivers in recurring revenue business models.* Knowledge of the financial services industry The expected base pay range for this role based in Boston, MA is $145,000- $175,000 per year. Exact compensation may vary based on skills, experience, and level of education. The role is bonus or incentive eligible.#LI-JB1 #SALES #MIN #DIRECTOR**What You Can Expect from Us**At ISS STOXX, our people are our driving force. We are committed to building a culture that values diverse skills, perspectives, and experiences. We hire the best talent in our industry and empower them with the resources, support, and opportunities to grow-professionally and personally. Together, we foster an environment that fuels creativity, drives innovation, and shapes our future success. Let's empower, collaborate, and inspire. Let's be #BrilliantTogether.**About ISS STOXX**ISS STOXX GmbH is a leading provider of research and technology solutions for the financial market. Established in 1985, we offer top-notch benchmark and custom indices globally, helping clients identify investment opportunities and manage portfolio risks. Our services cover corporate governance, sustainability, cyber risk, and fund intelligence. Majority-owned by Deutsche Börse Group, ISS STOXX has over 3,400 professionals in 33 locations worldwide, serving around 6,400 clients, including institutional investors and companies focused on ESG, cyber, and governance risk. Clients trust our expertise to make informed decisions for their stakeholders' benefit. ISS Market Intelligence (ISS MI) is a leading provider of data, insights, and market engagement solutions to the global financial services industry. ISS MI empowers asset and wealth management firms, insurance companies, distributors, service providers, and technology firms to assess their target markets, identify and analyze the best opportunities within those markets, and execute on comprehensive go-to-market initiatives to grow their business. Clients benefit from our increasingly connected global platform that leverages a combination of proprietary data, powerful analytics, timely and relevant insights, in-depth research, as well as an extensive suite of industry-leading media brands that deliver unmatched market connectivity through news and editorial content, events, training, ratings, and awards. Visit our website: View additional open roles: **We are proud to offer the following featured benefits*** Medical, Dental, and Vision coverage* 401(k) with a company match up to 9%, including a Safe Harbor contribution* Flexible Spending Account (FSA) and commuter benefit programs* Generous paid time off* Volunteer Day* Paid parental leave* Hybrid working options*Institutional Shareholder Services Inc. (ISS) is an equal employment opportunity employer and does not discriminate against any employee or applicant because of race, color, ethnicity, creed, religion, sex, age, height, weight, citizenship status, national origin, social origin, sexual orientation, gender identity or gender expression, pregnancy status, marital status, familial status, mental or physical disability, veteran status, military service or status, genetic information, or any other characteristic protected by law (referred to as “protected status”). All activities including, but not limited to, recruiting and hiring, recruitment advertising, promotions, performance appraisals, training, job assignments, compensation, demotions, transfers, terminations (including layoffs), benefits, and other terms, conditions, and privileges of employment, are and will be administered on a non-discriminatory basis, consistent with all applicable federal, state, and local requirements. For more information, please view .**ISS is committed to complying fully with the Americans with Disabilities Act (ADA) and other applicable federal, state, and local laws. ISS is also committed to ensuring equal opportunity in employment for qualified person with disabilities. ISS prohibits discrimination against applicants #J-18808-Ljbffr
    $145k-175k yearly 3d ago
  • Head of North America Account Management Market Intelligence

    Institutional Shareholder Services Inc. 3.9company rating

    Boston, MA jobs

    A leading financial services firm in Boston is seeking a Head of Account Management to drive client retention and revenue growth. This role involves leading a team focused on exceeding client satisfaction and account management goals. The ideal candidate has over 10 years of experience, a strong analytical background, and proven leadership skills. You will be responsible for defining the strategic vision, monitoring key performance indicators, and collaborating with cross-functional teams. A competitive salary and flexible working options are offered. #J-18808-Ljbffr
    $101k-163k yearly est. 3d ago
  • Sr. Accountant

    Axos Bank 4.5company rating

    Las Vegas, NV jobs

    Axos Bank Target Range: $75,000.00/Yr. - $90,000.00/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 10% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets. About This Job The Senior Accountant is responsible for preparing journal entries, maintaining the Company's general ledger, familiarity with areas of intercompany elimination and reconciliations, and assisting in the designing of controls for the Company's SOX program. The candidate will be responsible for ad-hoc accounting, internal controls, and regulatory/compliance, and technical research and analyzing accruals and performing reconciliations. Responsible for leading projects, reviewing other work, and training peers and other staff members. Experienced in complex accounting and regulatory standards, including researching and providing alternative solutions. Responsibilities: Maintain records of organization's financial activity in accordance with GAAP, organizational standards, and in compliance with Section 404 of the Sarbanes-Oxley Act Create reports on financial performance for internal and external use Complete month-end, quarter-end, and year-end closing activities related to loan activity, inclusive of certain audit workpapers Ensures accuracy, validity, and completeness of all documentation necessary to meet organizational, industry, and government regulatory requirements Participate in and lead cross functional meetings Prepare and present reports to management Research technical accounting issues and propose potential alternatives Advanced knowledge of operational systems Qualifications: Bachelor's degree in accounting, Finance, or related field 3+ years' industry experience Ability to meet a constant stream of deadlines Highly detailed oriented and organized Proficiency with use of e-mail, Internet, database, process mapping and presentation software Advanced Excel skills including pivot tables, V-lookups, SUMIF function and data manipulation Maintains confidentiality and complies with privacy legislation Axos Employee Benefits May Include: * Medical, Dental, Vision, and Life Insurance * Paid Sick Leave, 3 weeks' Vacation, and Holidays (about 11 a year) * HSA or FSA account and other voluntary benefits * 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan * Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading About Axos Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We're a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers. Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX). Learn more about working at Axos Pre-Employment Background Check and Drug Test: All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization. Equal Employment Opportunity: Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws. Job Functions and Work Environment: While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc. The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
    $75k-90k yearly 5d ago
  • Sr. Accountant

    Axos Bank 4.5company rating

    Las Vegas, NV jobs

    Axos Bank Target Range: $75,000.00/Yr. - $90,000.00/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 10% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets. About This Job Axos is seeking a Senior Accountant II responsible for preparing journal entries, maintaining the Company's general ledger, and managing third-party transactions. This role also supports the design of controls for the Company's SOX program. Additional responsibilities include ad-hoc accounting tasks, internal controls, regulatory compliance, technical research, accrual analysis, and reconciliations. The position involves leading projects, reviewing work, and training peers and staff members. The ideal candidate has expertise in complex accounting and regulatory standards, including researching issues and presenting alternative solutions. Responsibilities: Maintain records of organization's financial activity in accordance with GAAP, organizational standards, and in compliance with Section 404 of the Sarbanes-Oxley Act Create reports on financial performance for internal and external use Complete month-end, quarter-end, and year-end closing activities related to foreign exchange, cash management and tax, including preparing the appropriate audit work papers for such activities Ensures accuracy, validity, and completeness of all documentation necessary to meet organizational, industry, and government regulatory requirements Participate in and lead cross functional meetings Prepare and present reports to management Research technical accounting issues and propose potential alternatives Advanced knowledge of operational systems Ability to create materials to be leverages for audit support, including presentation to be leveraged for auditors and executive management Requirements: Bachelor's degree in Accounting, Finance, or a related field 5+ years of accounting experience, preferably in financial services or a regulated industry Strong knowledge of GAAP, SOX compliance, and internal controls Experience with journal entries, reconciliations, and financial reporting Ability to analyze complex accounting issues and provide alternative solutions Proficiency in accounting software and Microsoft Excel Excellent analytical, problem-solving, and communication skills Axos Employee Benefits May Include: * Medical, Dental, Vision, and Life Insurance * Paid Sick Leave, 3 weeks' Vacation, and Holidays (about 11 a year) * HSA or FSA account and other voluntary benefits * 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan * Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading About Axos Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We're a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers. Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX). Learn more about working at Axos Pre-Employment Background Check and Drug Test: All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization. Equal Employment Opportunity: Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws. Job Functions and Work Environment: While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc. The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
    $75k-90k yearly 3d ago
  • Senior Manager, Accounting

    Partners Capital 4.4company rating

    Boston, MA jobs

    We are looking for a Senior Manager, Accounting with strong technical accounting experience to join our growing Finance team as a newly created position. The role will be in our Boston office working in close collaboration with the London-based Finance team. You will have the opportunity to apply your extensive experience of US GAAP and broader financial experience across a range of processes and operations for a global group. The primary responsibilities of this role will include, but are not limited to, the below: Responsible for leading audits with an external Big 4 audit firm, ensuring financial statements comply with GAAP accounting policies and disclosure requirements Responsible for the month-end close process for US legal entities in the group, including financial reporting, reconciliations and management information Input and maintain accurate accounting data in the firm's financial systems, ensuring all entries comply with relevant local accounting standards Contribute to the enhancement of financial policies and procedures to strengthen control environments and ensure best practice, with a specific focus on US GAAP and local US compliance and regulatory frameworks Collaborate with the Boston based Tax Manager to assist in the preparation of relevant US federal and local tax filings, liaising with external advisors as required Collaborate with our outsourced service provider to manage general ledger activities, journal entries, reconciliations and month-end close processes Participate in finance system improvements and digital transformation initiatives to enhance efficiencies and reporting accuracy Ensure compliance with company policies and regulatory requirements Support the COO / Head of Operational Finance with ad hoc special projects as required Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels Key responsibilities may be assessed and are subject to change from time to time based on the needs of the business. The individual may be required to work overtime as needed. Additional responsibilities include: Responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels Qualifications / Attributes Required: We are looking for a proactive and motivated team player to join our Finance team. This role requires a strong understanding of GAAP, financial principles and the ability to review and communicate complex financial information effectively. The successful candidate will ideally be able to demonstrate the below qualifications/attributes: Bachelor's degree in accounting and CPA and/or master's degree in accounting 8+ years of relevant accounting experience Strong knowledge of accounting principles, financial reporting, and internal controls Expertise in GAAP accounting principles, practices and procedures Proven ability of project managing the audit process Proven experience of adhering to the complex regulatory and financial reporting requirements within the Financial Services industry Excellent analytical and problem-solving skills, with a keen attention to detail and the ability to identify areas of improvement Highly motivated, flexible, quality focused teammate with excellent organizational skills Ability to quickly grasp complex organizational/ownership structures Ability to work independently and exhibit both independent thinking and good judgment Effective communication and interpersonal skills, with the ability to interact with stakeholders across all levels, locations and business functions Passionate about details while maintaining a broad view of business objectives Strong knowledge of Microsoft Office Suite (particularly Excel and PowerPoint) Understanding of and ability to learn financial systems and reporting tools Preferred: Knowledge or prior experience of SAP Business by Design would be highly desirable Benefits and Compensation Partners Capital is committed to being a great place to work. We are focused both on wellbeing and professional growth. You can expect professional development and career progression opportunities, competitive compensation, exceptional benefits, and a flexible “results-focused” working model. Our benefits package includes medical, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, commuter benefits, paid time off and a 401(k) plan with employer matching. The Firm also supports global philanthropy via a charity program and volunteer day. In addition, we champion a variety of wellness and social events. We also support the pursuit of professional certifications such as the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), etc. Massachusetts requires Partners Capital to include a reasonable estimate of the base salary range for this role. This base salary range is specific to individuals applying to work in our Massachusetts office and takes into account a number of factors. A reasonable estimate of the base salary range for this role in Massachusetts is $120,000 - $180,000. The base salary offered will be determined on factors such as experience, skills, training, certifications, and education. Decisions will be determined on a case-by-case basis. The base salary is one element of our competitive compensation package. In addition to the base salary, this position may be eligible for performance-based incentives and our profit share program. For all California residents, please click here to view the Partners Capital California Applicant Privacy Notice #J-18808-Ljbffr
    $120k-180k yearly 3d ago
  • Senior Accounting Associate, Technology

    Aprio 4.3company rating

    Charlotte, NC jobs

    Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Client Accounting Services team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Accounting Associate to join their dynamic team. Join Aprio's CAS team and you will help technology focused clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Accounting Associate to join their dynamic team. Accounting & Financial Tasks: Complete monthly accounting reconciliations of all Balance Sheet accounts, including bank, credit card, prepaids, etc. Research and resolve uncategorized expenses and "Ask Accountant" items. Read agreements impacting financials and prepare necessary schedules (e.g., debt, prepaids, deferred revenue). Monitor open item requests and follow up with US client leads or clients directly, as appropriate. Alert associates regarding open item responses. Client Management: Be assigned to specific clients to develop deep knowledge of their accounts. Update client-level processes and procedures as needed. Track and request vendor W-9s throughout the year; update vendor profiles in Xero/QBO/NetSuite. Reporting & Analysis Collaborate with US client leads to prepare reporting using tools such as Fathom. After workpapers and reviews are complete, prepare the initial draft of the month-end reporting package. Add or update commentary on revenue trends, gross margins, SG&A fluctuations, and overall business performance. Review & Oversight: Perform first-level reviews of work completed by associates. Review accounting systems post-close to ensure bank rules remain accurate and aligned with training standards. Team Leadership & Collaboration Conduct weekly check-ins with associates and maintain daily interaction to address work progress and any issues. Serve as a technical resource for associates, providing guidance and support. Deliver review comments in a teaching style, focusing on "how to" rather than simply identifying errors. $73,000 - $117,500 a year The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. The application window is anticipated to close on March 13, 2026 and may be extended as needed. Why work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm. Perks/Benefits we offer for full-time team members: Medical, Dental, and Vision Insurance on the first day of employment Flexible Spending Account and Dependent Care Account 401k with Profit Sharing 9+ holidays and discretionary time off structure Parental Leave - coverage for both primary and secondary caregivers Tuition Assistance Program and CPA support program with cash incentive upon completion Discretionary incentive compensation based on firm, group and individual performance Incentive compensation related to origination of new client sales Top rated wellness program Flexible working environment including remote and hybrid options What's in it for you: Working with an industry leader: Be part of a high-growth firm that is passionate for what's next. An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients. A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture. Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally. Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement. Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
    $73k-117.5k yearly 1d ago
  • Senior Accounting Associate, Technology

    Aprio 4.3company rating

    Dallas, TX jobs

    Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Client Accounting Services team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Accounting Associate to join their dynamic team. Join Aprio's CAS team and you will help technology focused clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Accounting Associate to join their dynamic team. Accounting & Financial Tasks: Complete monthly accounting reconciliations of all Balance Sheet accounts, including bank, credit card, prepaids, etc. Research and resolve uncategorized expenses and "Ask Accountant" items. Read agreements impacting financials and prepare necessary schedules (e.g., debt, prepaids, deferred revenue). Monitor open item requests and follow up with US client leads or clients directly, as appropriate. Alert associates regarding open item responses. Client Management: Be assigned to specific clients to develop deep knowledge of their accounts. Update client-level processes and procedures as needed. Track and request vendor W-9s throughout the year; update vendor profiles in Xero/QBO/NetSuite. Reporting & Analysis Collaborate with US client leads to prepare reporting using tools such as Fathom. After workpapers and reviews are complete, prepare the initial draft of the month-end reporting package. Add or update commentary on revenue trends, gross margins, SG&A fluctuations, and overall business performance. Review & Oversight: Perform first-level reviews of work completed by associates. Review accounting systems post-close to ensure bank rules remain accurate and aligned with training standards. Team Leadership & Collaboration Conduct weekly check-ins with associates and maintain daily interaction to address work progress and any issues. Serve as a technical resource for associates, providing guidance and support. Deliver review comments in a teaching style, focusing on "how to" rather than simply identifying errors. $73,000 - $117,500 a year The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. The application window is anticipated to close on March 13, 2026 and may be extended as needed. Why work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm. Perks/Benefits we offer for full-time team members: Medical, Dental, and Vision Insurance on the first day of employment Flexible Spending Account and Dependent Care Account 401k with Profit Sharing 9+ holidays and discretionary time off structure Parental Leave - coverage for both primary and secondary caregivers Tuition Assistance Program and CPA support program with cash incentive upon completion Discretionary incentive compensation based on firm, group and individual performance Incentive compensation related to origination of new client sales Top rated wellness program Flexible working environment including remote and hybrid options What's in it for you: Working with an industry leader: Be part of a high-growth firm that is passionate for what's next. An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients. A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture. Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally. Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement. Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
    $73k-117.5k yearly 1d ago
  • Senior Accounting Associate, Technology

    Aprio 4.3company rating

    New York, NY jobs

    Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Client Accounting Services team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Accounting Associate to join their dynamic team. Join Aprio's CAS team and you will help technology focused clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Accounting Associate to join their dynamic team. Accounting & Financial Tasks: Complete monthly accounting reconciliations of all Balance Sheet accounts, including bank, credit card, prepaids, etc. Research and resolve uncategorized expenses and "Ask Accountant" items. Read agreements impacting financials and prepare necessary schedules (e.g., debt, prepaids, deferred revenue). Monitor open item requests and follow up with US client leads or clients directly, as appropriate. Alert associates regarding open item responses. Client Management: Be assigned to specific clients to develop deep knowledge of their accounts. Update client-level processes and procedures as needed. Track and request vendor W-9s throughout the year; update vendor profiles in Xero/QBO/NetSuite. Reporting & Analysis Collaborate with US client leads to prepare reporting using tools such as Fathom. After workpapers and reviews are complete, prepare the initial draft of the month-end reporting package. Add or update commentary on revenue trends, gross margins, SG&A fluctuations, and overall business performance. Review & Oversight: Perform first-level reviews of work completed by associates. Review accounting systems post-close to ensure bank rules remain accurate and aligned with training standards. Team Leadership & Collaboration Conduct weekly check-ins with associates and maintain daily interaction to address work progress and any issues. Serve as a technical resource for associates, providing guidance and support. Deliver review comments in a teaching style, focusing on "how to" rather than simply identifying errors. $73,000 - $117,500 a year The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. The application window is anticipated to close on March 13, 2026 and may be extended as needed. Why work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm. Perks/Benefits we offer for full-time team members: Medical, Dental, and Vision Insurance on the first day of employment Flexible Spending Account and Dependent Care Account 401k with Profit Sharing 9+ holidays and discretionary time off structure Parental Leave - coverage for both primary and secondary caregivers Tuition Assistance Program and CPA support program with cash incentive upon completion Discretionary incentive compensation based on firm, group and individual performance Incentive compensation related to origination of new client sales Top rated wellness program Flexible working environment including remote and hybrid options What's in it for you: Working with an industry leader: Be part of a high-growth firm that is passionate for what's next. An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients. A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture. Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally. Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement. Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
    $73k-117.5k yearly 1d ago
  • Accounting & Finance Director

    Axos Bank 4.5company rating

    Los Angeles, CA jobs

    Axos Bank Target Range: $140,000.00/Yr. - $200,000.00/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 12.5% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 12.5% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets. About This Job Experienced and strategic Accounting & Finance Director for Axos Financial, Inc. You will lead the close for the public entity as well as administration and enhancements to our SOX program. This role reports directly to the Corporate Controller/Chief Accounting Officer and is critical to building the leadership structure of the team to support the continued growth. The ideal candidate will have extensive experience managing large teams in a public company, preferably with a financial institution. Responsibilities: * Oversee and manage the monthly, quarterly, and annual financial close processes and related external auditor's reviews and audits * Ensure the accuracy and completeness of financial statements and reports specifically 10-K's and 10-Qs along with other regulatory filings * Identify and implement process improvements to enhance the efficiency and effectiveness of the close process (including identifying and implementing technology and off-shoring strategies) * Lead the bank's SOX compliance program to ensure adherence to internal control requirements and develop a scalable program to support the continued growth of the institution * Coordinate with internal and external auditors for SOX testing and documentation * Supervise and mentor accounting staff, providing guidance and support for their professional development * Foster a collaborative work environment * Communicate effectively with senior management, auditors, the Board, and regulatory bodies and prepare deliverables to facilitate those communications Qualifications: * Bachelor's degree in Accounting or Finance * 10+ years' relevant experience * Managed large teams * Public company and related filings experience Preferred: * Active CPA * Banking or broker-dealer experience Axos Employee Benefits May Include: * Medical, Dental, Vision, and Life Insurance * Paid Sick Leave, 3 weeks' Vacation, and Holidays (about 11 a year) * HSA or FSA account and other voluntary benefits * 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan * Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading About Axos Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We're a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers. Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX). Learn more about working at Axos Pre-Employment Background Check and Drug Test: All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization. Equal Employment Opportunity: Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws. Job Functions and Work Environment: While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc. The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
    $140k-200k yearly 1d ago
  • Tax Experienced Senior, Corporate/ASC 740 Focus

    BDO Global 4.8company rating

    Los Angeles, CA jobs

    A Tax Experienced Senior, Core Tax Services is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual workpapers and working with tax software applications to complete tax returns for review. In this role, the Tax Experienced Senior, Core Tax Services will act as the main client contact for general questions and information and may be charged with supervising and reviewing the work of Core Tax Services Associates. Job Duties: Tax Compliance Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM") Manages projects by planning the tax process and the procedures to be performed with quality Answers preparer questions, and coordinates engagement from onset by communicating expectations and procedures with preparers Conducts detailed reviews on all returns and appropriate review notes for preparers; raises potential tax issues Meets internal deadlines to match the client expectations for timely delivery of service Identifies book-to-tax differences Manages projects by developing a budget; monitoring budget vs. actual; scheduling resources for project and identifying out-of-scope activity Research * Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis * Applies most Firm and professional standards for preparation of WTA and tax returns ASC 740 (FAS 109 and FIN 48) Tax Accruals Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48 Prepares provision workpapers and discusses with the appropriate team members Identifies and discusses uncertain positions with team members Reviews & prepares footnote disclosures in compliance with ASC 740 Utilizes and manages STS Drafts tax provision memorandums Communicates with Assurance counterparts to timely plan tax accrual reviews Tax Consulting Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes Identifies consulting opportunities to reduce client's tax liability Provides efficient and effective support for client consulting projects Gathers relevant information for controversy work, efficiently and effectively Documents all significant tax positions, clearly, correctly, and in accordance with Firm and office policies (by creating memorandums to the files - Tax issues Memos) and ensures that proper documentation is archived to GoFileRoom Strategy Development * Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits * May be required to prepare studies of tax implications and offers clients alternative courses of action Other duties as required Supervisory Responsibilities: May supervise and manage the day-to-day work assignments of Core Tax Services Associates Provides verbal and written performance feedback to Core Tax Associates, as necessary Acts as mentor to Core Tax Services Associates Qualifications, Knowledge, Skills and Abilities: Education: * Bachelor's degree in accounting, Finance, Economics or Statistics OR Bachelor's degree in other focus area and CPA certification required (or Authorization to Test for the CPA exam, or equivalent documentation, prior to start date in your state of employment), required * Master's in accountancy or taxation, preferred Experience: Three (3) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, preferred Industry expertise in one or more tax specialty, preferred Prior basic supervisory experience, preferred License/Certifications: * CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent ("EA") (or the equivalent of one of these designations), preferred * Possession of other professional degrees or certifications applicable to role, preferred Software: * Proficient with the Microsoft Office Suite, preferred * Experience with tax research databases and tax compliance process software, preferred Language: * N/A Other Knowledge, Skills & Abilities: Solid verbal and written communication skills Able to follow instructions as directed by members of Tax Team Able to prepare simple tax returns Takes appropriate actions without being asked Seeks advice of appropriate superiors regarding issues, problems related to compliance Ability to effectively delegate work as needed Trains other team members Strong analytical, research and critical thinking skills Able to work well in a team environment Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $96,000 - $125,000 Colorado Range: $85,500 - $104,500 Illinois Range: $90,000 - $108,000 Maryland Range: $98,000 - $110,000 Massachusetts Range: $102,000 - $119,000 Minnesota Range: $80,000 - $95,000 New Jersey Range: $88,000 - $125,000 NYC/Long Island/Westchester Range: $115,000 - $130,000 Washington Range: $87,400 - $120,000 Washington DC Range: $105,000 - $117,000
    $115k-130k yearly 1d ago
  • Accounting & Finance Director

    Axos Financial, Inc. 4.5company rating

    Las Vegas, NV jobs

    Experienced and strategic Accounting & Finance Director for Axos Financial, Inc. You will lead the close for the public entity as well as administration and enhancements to our SOX program. This role reports directly to the Corporate Controller/ Chie Finance Director, Accounting, Director, Finance, Auditor
    $98k-135k yearly est. 1d ago
  • Senior Accounting Manager - US GAAP & Audits

    Partners Capital 4.4company rating

    Boston, MA jobs

    A global financial services firm is seeking a Senior Manager in Accounting to lead audits and oversee the month-end close process while working closely with a Boston team. This role requires 8+ years of accounting experience, a strong background in GAAP, and proficiency in financial reporting. The firm offers competitive compensation, exceptional benefits, and a supportive working environment focused on professional growth. #J-18808-Ljbffr
    $107k-145k yearly est. 3d ago
  • Accountant - Financial Reporting

    AIG-American International Group, Inc. 4.5company rating

    Parsippany-Troy Hills, NJ jobs

    Ensure proper accounting and reporting of P&C loss reserve estimates, review of reconciliations and substantiation of general ledger balances vs. management best estimates established through the Actuarial governance process. Monitor and support wher Accountant, Financial, Reporting, Accounting, Support, Project Management
    $82k-111k yearly est. 1d ago
  • Accounting & Finance Director

    Axos Financial, Inc. 4.5company rating

    Los Angeles, CA jobs

    Experienced and strategic Accounting & Finance Director for Axos Financial, Inc. You will lead the close for the public entity as well as administration and enhancements to our SOX program. This role reports directly to the Corporate Controller/ Chie Finance Director, Accounting, Director, Finance, Auditor
    $97k-132k yearly est. 1d ago
  • Tax Senior - Phoenix

    Beachfleischman 3.4company rating

    Phoenix, AZ jobs

    Our team is growing! We are seeking a proactive and self-motivated Senior to join our Tax team. BeachFleischman is Arizona's largest locally-owned public accounting firm and one of the Top 200 largest CPA firms in the United States. With offices in Las Vegas, Nevada, as well as Nogales, Phoenix, and Tucson, Arizona, we provide comprehensive accounting, assurance, tax, and advisory services domestic and international businesses, organizations, and entrepreneurs. Position Overview The Tax Department Senior completes semi-complex tax assignments and moves toward developing leadership skills. Seniors are expected to exercise independent judgment and discretion when preparing tax returns based on their knowledge of accounting rules. Essential Duties and Responsibilities Preparation of corporate, individual, partnership, fiduciary and other tax returns Completes advanced level tax compliance and planning, accounting services, and basic compilations Obtains a working knowledge of tax and accounting research techniques and the various research sources Supervises associates on preparation work Provides assistance to senior accounting staff Performs other tax/accounting services and duties as assigned Knowledge, Skills and Abilities Ability to use complex tax systems including Prosystems, Caseware, and time and billing software Ability to use 10-key Must have strong communication, organizational and analytical skills Qualifications Bachelor's Degree in Accounting, or equivalent degree as determined by the management committee, required Master's Degree in Accounting or Taxation preferred 150 credit hours with 30 upper division accounting credits preferred 2 to 4 years experience in public accounting Progressive plan execution toward passing the CPA exam required We proudly offer competitive compensation, a comprehensive benefits package that supports your overall well-being, career development opportunities, and much more. Learn more by visiting our .
    $66k-88k yearly est. 2d ago
  • Senior Manager, Accounting Methods

    BDO Global 4.8company rating

    Atlanta, GA jobs

    The STS Accounting Methods group helps companies optimize their federal tax accounting methods, including IRC 263(A) capitalization, depreciation accounting methods, expense acceleration and revenue deferral. STS Accounting Methods is part of BDO's Specialized Tax Services (STS) business, which is composed of various tax consulting practices designed to help companies comply with specific areas of federal, state, and international tax law. As an STS Tax Senior Manager, Accounting Methods, you will help achieve BDO's core purpose-Helping People Thrive Every Day-by helping both public and private companies identify federal tax benefits and correct federal tax exposures. Our clients are leaders in industries such as technology, manufacturing, healthcare, architecture/engineering services, and consumer products. As an STS Tax Senior Manager, Accounting Methods, you will have the opportunity and charge to innovate and collaborate with fellow BDO colleagues in all of our business lines, as well as with our clients' leaders in tax, accounting, and finance, and also in their operations, software, manufacturing, and supply chain departments. The STS Tax Senior Manager, Accounting Methods pursue opportunities to enable them to gain and improve their skills in every aspect of professional service, including technical, interpersonal, verbal and written communication, project management, practice management, and business development. Job Duties: Research Identifies all situations where research is necessary and conducts appropriate investigation on identified topics Confirms accuracy of facts and sources where appropriate Prepares studies of tax implications and outlines alternative courses of action to clients Composes effective research memos in support of projects / transactions Develops effective presentations for marketing and sales opportunities Tax Compliance Ensures clients comply with applicable authorities Identifies options for minimizing client tax and reporting burdens Identifies "gray areas" and communicates related risks to partners Completes appropriate workpapers and tax returns forms Ensures firm risk management and tax quality control standards and protocols are met Communicates with clients and appropriate Core Tax Services, Assurance, and Consulting personnel regarding any issues Tax Consulting Develops, recommends, and implements solutions to provide clients maximum tax benefits Stays informed of new legal and factual developments affecting clients' tax accounting methods positions and identifies and communicates with partners about effective approaches to optimize these positions Identifies and assists in maximizing all potential tax accounting methods benefits Identifies process improvements regarding, e.g., the processes of identifying, documenting, and supporting STS Accounting Methods on exam and at appeals Tax Controversy * Represents clients before tax authorities * Responds effectively to inquiries from federal and state tax authorities regarding tax accounting methods issues and questions Tax Specialization * Develops an in-depth understanding of the technical and practical issues and opportunities regarding tax accounting methods * Identifies client opportunities and issues having to do with tax specializations other than accounting methods Strategy Development * Develops new or improved ideas and strategies to advance the position of clients, the firm or firm personnel * Suggests marketing approaches for new client acquisition Marketing and Business Development Exhibits thought leadership in a specialized area within Tax Accounting Methods Recognized as industry group go-to person in Tax Accounting Methods Work with Specialized Tax Services and Tax Accounting Methods Partners, Local Office Managing Partner and local and regional Business Development Managers to develop and execute an effective marketing plan Builds effective go-to-market strategies Identifies opportunities and prepares and delivers presentations to pitch service capabilities to clients and potential clients Prepares proposals, statement of work and engagement letters Researches a variety of tax topics related to transfer pricing Works on teams that summarize and report on recent transfer pricing developments Drafts tax alerts that are used to communicate recent developments to an external audience Creates slides for use in presentations to internal and external audiences Prepares training materials and presents on topics of interest to internal audiences Works on special projects to develop the practice, create efficiencies or improve process Other duties as required Supervisory Responsibilities: Supervises and reviews the day-to-day work of STS Accounting Methods Senior Associates and Associates on assigned engagements Ensures STS Accounting Methods Senior Associates, Associates, and Interns are well trained in all required areas Evaluates the performance of STS Accounting Methods Senior Associates and Associates and assists in the development of goals and objectives to enhance their professional development Delivers periodic performance feedback and completes constructive performance evaluations for STS Accounting Methods Senior Associates, Associates, and Interns Acts as Career Advisor to STS Accounting Methods Senior Associates and Associates Qualifications, Knowledge, Skills, and Abilities: Education: Bachelor's degree, required; degree in Accounting, Tax, or Finance, preferred Master's degree, preferred Juris Doctorate (J.D.), preferred Experience: Seven (7) or more years of prior Federal tax client service experience, required Prior experience supervising tax consulting professionals, required Prior experience with accounting methods, preferred Prior experience preparing and/or reviewing tax provisions, preferred Prior experience with corporate taxation, consolidations, and partnerships, preferred License/Certifications: * CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent ("EA") (or the equivalent of one of these designations), required Software: * Proficient in the use of Microsoft Office, especially Excel and Word, preferred * Experience with tax related software and research databases such as Caseware, GoSystems, and other comparable programs, preferred Other Knowledge, Skills, & Abilities: Knowledge, skills, and abilities in the tax accounting methods area commensurate with the level of experience required above Excellent verbal and written communication skills Superior analytical and research skills Solid organizational skills, especially ability to meet project deadlines with a focus on details Ability to effectively manage a team of tax professionals and delegating work assignments as needed Ability to build and maintain strong relationships with firm and client personnel and the ability to successfully interact with professionals at all levels Ability to cultivate a positive team environment on engagements and contribute to the professional development of team personnel Executive presence and ability to act as primary contact on assigned engagements Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $99,750 - $262,500 Maryland Range: $99,750 - $262,500 NYC/Long Island/Westchester Range: $99,750 - $262,500 Washington DC Range: $99,750 - $262,500
    $85k-107k yearly est. 1d ago
  • Senior Financial Analyst - Corp FP&A

    Circle Internet Services Inc. 4.5company rating

    San Francisco, CA jobs

    Protect yourself from fraudulent recruiters targeting CircleCI job seekers. We prioritize the health and wellbeing of our employees through our comprehensive benefit package, including generous paid time off to rest and recharge, holistic mental health support, and benefits covering employees up to 100%. Growth Flexibility What does it mean to work at CircleCI? For us, flexibility is key. Join our Finance team as aSenior Financial Analyst driving strategic financial planning and analysis. In this high-impact role, you'll own core planning processes, partner cross-functionally with R&D and G&A to guide investment decisions, and deliver financial insights that shape business strategy. You'll leverage financial modeling, data analytics, and automation to drive better decision‑making across the organization. About the Team Our FP&A team partners with stakeholders across to provide financial insights that fuel smart growth. We lead budgeting, forecasting, and scenario planning processes, while also developing tools and frameworks that help leaders understand their performance and make confident investment decisions. We value curiosity, precision, and a builder mindset - and we're excited to add a teammate who thrives in both the numbers and strategy. What You'll Do Own the end‑to‑end planning and forecast rhythms for the company - leading the annual plan, quarterly reforecasts, and monthly close/BvA reviews, while driving alignment between top‑down targets and bottom‑up business plans. Build and maintain fully‑linked financial models across P&L, balance sheet, cash, billings, and ACV metrics used by the CFO and executive team for decision‑making. Develop scenario and sensitivity frameworks (pricing, headcount pacing, gross margin levers, investment trade‑offs) to support strategic choices by the CEO/CFO. Serve as finance partner to R&D and G&A - reviewing spend, headcount plans, and vendor strategy; quantifying ROI and resource efficiency to shape budget allocation. Drive COGS and unit economics understanding - including gross margin decomposition, cloud cost modeling, cost‑to‑serve analysis, and MAC/preferred‑pricing strategy evaluation. Collaborate with Engineering, Procurement, and Operations to identify and implement cost optimization initiatives that improve operating leverage. Write and modify SQL queries to pull financial and product‑usage data from Snowflake for self‑serve analysis, data validation, and forecast integration. Design planning structures and workflows in Pigment - building scalable modules, dashboards, and driver logic powering forecast submissions and executive views. Automate recurring financial reporting - including executive readouts, operating reviews, and board‑level materials - improving accuracy, speed, and consistency of insight delivery. Who You Are You have 5-8+ years of experience in FP&A, corporate finance, or business analytics, ideally in a SaaS or tech environment You're fluent in Excel/Sheets and skilled in building complex, multi‑driver financial models You can write and optimize SQL queries to pull and analyze data from multiple sources You have hands‑on experience with planning platforms like Pigment, Anaplan, or Adaptive You've worked closely with cross‑functional partners across G&A, R&D, or COGS orgs You have a solid understanding of GAAP vs. Non‑GAAP metrics and how they inform reporting and planning You're detail‑oriented, curious, and proactive in driving clarity and insight from data You enjoy building repeatable processes and tooling that scale with the business United States Base Pay Range $133,000 - $166,000 USD We will ensure that individuals with disabilities are provided reasonableaccommodation to participate in the job application or interview process, to performessential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. About CircleCI CircleCI is the world's largest continuous integration/continuous delivery (CI/CD)platform, and the hub where code moves from idea to delivery. As one of the most‑used DevOps tools - processing more than 3 million jobs a day - CircleCI has unique access todata on how the most effective engineering teams work, and the tools to help softwarecompanies successfully leverage the power of AI into their commercial applications.Companies like Hinge, HuggingFace, and Samsung use us to improve engineering teamproductivity, release better products, and get to market faster. Founded in 2011 and headquartered in downtown San Francisco with a global, remoteworkforce, CircleCI is venture‑backed by Base10, Greenspring Associates, Eleven Prime, IVP, Sapphire Ventures, Top Tier Capital Partners, Baseline Ventures, Threshold Ventures, Scale Venture Partners, Owl Rock Capital, Next Equity Partners, Heavybit, and Harrison Metal Capital. CircleCI is an Equal Opportunity and Aff… (disclaimer) #J-18808-Ljbffr
    $133k-166k yearly 2d ago
  • Tax Associate - Phoenix

    Beachfleischman 3.4company rating

    Phoenix, AZ jobs

    Our team is growing! We are seeking a proactive and self-motivated Tax Associate to join our Tax team. BeachFleischman is Arizona's largest locally-owned public accounting firm and one of the Top 200 largest CPA firms in the United States. With offices in Las Vegas, Nevada, as well as Nogales, Phoenix, and Tucson, Arizona, we provide comprehensive accounting, assurance, tax, and advisory services domestic and international businesses, organizations, and entrepreneurs. Position Overview The Tax Department Associate completes basic level corporate, individual, partnership and fiduciary tax returns. Under the supervision of a CPA, Associates are expected to exercise independent judgment and discretion when preparing tax returns based on their knowledge of accounting rules. Essential Duties and Responsibilities Preparation of basic level corporate, individual, partnership, fiduciary and other tax returns, including researching and analyzing tax issues for clients Learns understands, and applies the rules, requirements, and code of conduct of the AICPA, and the authoritative literature established by the FASB and GASB Obtains a working knowledge of tax and accounting research techniques and the various research sources, and performs research utilizing those techniques Provides assistance to senior accounting staff Performs other tax/accounting services and duties as assigned Knowledge, Skills and Abilities Ability to learn complex tax software systems Must have strong communication, organizational and analytical skills Qualifications Bachelor's Degree in Accounting, or equivalent degree as determined by the management committee, required Master's Degree in Accounting or Taxation preferred 150 credit hours with 30 upper division accounting credits preferred 0 to 3 years experience in public accounting CPA-eligible, or has a progressive plan toward passing the CPA exam We proudly offer competitive compensation, a comprehensive benefits package that supports your overall well-being, career development opportunities, and much more. Learn more by visiting our .
    $53k-70k yearly est. 2d ago

Learn more about Arch Capital Group jobs