Armanino McKenna Certified Public Accountants & Consultants 4.7
Armanino McKenna Certified Public Accountants & Consultants job in Dallas, TX
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.
Job Responsibilities
* Plan, direct and coordinate with client and financial management outsourcing staff for timely and accurate monthly finance and accounting services
* Provide technical expertise for US GAAP requirements
* Participate in the development and maintenance of accounting systems to facilitate efficient operation and financial management of clients across various industries
* Perform detailed reviews of periodic client-use only and compiled financial statements and supporting schedules
* Liaison on behalf of the client with external auditors and internal decision makers
* Foster proactive working relationships with clients and cross-functional departments to ensure timely and accurate receipt of information required for financial reporting
* Support business development efforts by participating in prospect meetings, calculating pricing, and drafting engagement letters
* Guide and support the onboarding of new clients including client and staff training, allocation of resources and client work assignments.
* Drive staff consultant and senior consultant career and skills development by actively engaging with them as their Performance Coach
Requirements
* Bachelor's degree in Accounting/Finance or related field required or equivalent experience
* Minimum 5 years' experience in all facets of accounting and finance including GL, AP, AR, PR, budgeting/forecasting and reconciliations
* Minimum 1 year of experience guiding or supervising junior team members (formally or informally), demonstrating readiness for a manager-level role.
* Strong analytical and accounting skills
* Excellent verbal and written communication skills. Proficient at understanding and analyzing complex operating agreements.
* Ability to set priorities and with excellent time management skills; enjoy working independently with clear deadlines and deliverables
* Well-versed and certified in multiple accounting software platforms, including QuickBooks, QuickBooks Online, NetSuite, Microsoft Dynamics 365 / Business Central, with the ability to quickly adapt between systems.
* Proficiency in MS Office, including Word, Excel, PowerPoint and Outlook
Preferred Qualifications
* Experience setting up and implement systems and procedures a plus
* CPA or CMA license
* Prior experience supporting manufacturing, distribution, CPG, food & beverage, retail, technology, SaaS industries with hands-on exposure to inventory accounting, three-way match, cost accounting concepts, and/or POS systems.
"Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.
Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.
Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract.
Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $93,000 - $143,100. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $102,900 - $170,300. For Northern California residents, the compensation range for this position: $125,000 - $170,300. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.
Armanino has a robust offering of benefits, including:
* Medical, dental, vision
* Generous PTO plan and paid sick time
* Flexible work arrangements
* 401K with Profit Sharing
* Wellness program
* Generous parental leave
* 11 paid holidays
For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance
To view our Consumer Notice at Collection for job applicants, please visit: ****************************************************
We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
$125k-170.3k yearly Auto-Apply 3d ago
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Director of Fund Administration
Armanino McKenna Certified Public Accountants & Consultants 4.7
Armanino McKenna Certified Public Accountants & Consultants job in Dallas, TX
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.
The Fund Administration Director will partner closely with vertical leadership to lead and scale Armanino's fund administration and real estate accounting practice. This role provides strategic and operational oversight of teams supporting complex fund structures and real estate entities, with accountability for practice performance, technical excellence, and delivery consistency. Success in this position requires deep technical expertise across fund and real estate structures, proven experience leading an accounting or fund administration practice, and the ability to manage staffing, metrics, and departmental operations while driving continuous improvement.
Job Responsibilities
Practice & Operational Leadership
* Provide leadership oversight for Armanino's fund administration and real estate accounting practice, including staffing strategy, utilization, capacity planning, and performance metrics.
* Own departmental metrics related to engagement delivery, efficiency, quality, and scalability; proactively identify opportunities to improve performance and resource alignment.
* Partner with leadership to scale the practice through standardized processes, training frameworks, and operational best practices.
Global Team Oversight
* Manage Financial Services resources across the US and India, including staffing across engagements, workload balancing, professional development, and performance management.
* Build, mentor, and retain high-performing teams with strong technical depth in fund and real estate accounting.
Client & Engagement Leadership
* Serve as a senior escalation point for complex client matters, particularly those involving sophisticated fund structures and real estate entities.
* Occasionally oversee day-to-day operations for enterprise clients, providing strategic guidance, engagement oversight, and executive-level communication.
Fund & Real Estate Technical Expertise
* Provide subject matter expertise across a wide range of fund and entity structures, including open- and closed-ended funds, joint ventures, special purpose vehicles (SPVs), and complex ownership structures.
* Demonstrate strong command of fund operations, including capital activity, investor reporting, waterfalls, fund economics, and performance metrics.
* Apply deep understanding of real estate accounting at both the fund and property/entity level.
Project & Change Leadership
* Lead onboarding for new clients, including data migrations from other service providers and implementation of standardized delivery models.
* Partner with leadership to drive automation and process improvement initiatives, including the use of AI and technology-enabled solutions.
Risk Management & Compliance
* Collaborate with leadership to design, implement, and monitor internal controls that mitigate operational and compliance risk.
* Ensure consistency with GAAP standards and firm-wide policies.
Requirements
* Bachelor's degree in Accounting, Finance, or a related field required.
* Minimum of 12 years of progressive experience in fund administration and real estate investment accounting.
* Prior experience leading or managing an accounting, fund administration, or professional services practice, including responsibility for staffing, utilization, and departmental performance.
* Deep technical expertise across fund structures and entity types, including open- and closed-ended funds, joint ventures, SPVs, and complex ownership structures.
* Strong knowledge of partnership accounting, fund structures, and waterfall models.
* Proven ability to operate as a strategic leader while remaining technically hands-on as needed.
* Exceptional leadership, communication, and stakeholder management skills.
* Proficiency in accounting systems and advanced Microsoft Excel capabilities.
* Ability to thrive in a fast-paced, deadline-driven, client-facing environment.
Preferred Qualifications
* Chartered Accountant (CA) or equivalent professional designation.
"Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.
Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.
Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract.
Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $152,900 - $208,300. For Washington residents, Illinois residents, New York residents, Southern California residents, the compensation range for this position: $168,200 - $229,100. For Northern California residents, the compensation range for this position: $175,800- $239,500. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.
Armanino has a robust offering of benefits, including:
* Medical, dental, vision
* Generous PTO plan and paid sick time
* Flexible work arrangements
* 401K with Profit Sharing
* Wellness program
* Generous parental leave
* 11 paid holidays
For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance
To view our Consumer Notice at Collection for job applicants, please visit: ****************************************************
We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
**Specialty/Competency:** Operations **Industry/Sector:** Health Services **Time Type:** Full time **Travel Requirements:** Up to 80% At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives.
In Epic consulting at PwC, you will specialise in providing consulting services for Epic software solutions. Your work will involve possessing in-depth knowledge of Epic applications and assisting clients in optimising operational efficiency through analysis, implementation, training, and support.
Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Respond effectively to the diverse perspectives, needs, and feelings of others.
+ Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
+ Use critical thinking to break down complex concepts.
+ Understand the broader objectives of your project or role and how your work fits into the overall strategy.
+ Develop a deeper understanding of the business context and how it is changing.
+ Use reflection to develop self awareness, enhance strengths and address development areas.
+ Interpret data to inform insights and recommendations.
+ Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Epic Consulting team, you will design, configure, test, and implement changes to assigned Epic system applications. As a Senior Associate, you will lead operational work groups, engage stakeholders, and mentor other analysts while navigating complex workflows. This position provides an exciting opportunity to influence healthcare technology and improve operational productivity through innovative solutions.
Responsibilities
- Design and implement changes to Epic system applications
- Lead work groups to gather and analyze requirements for new projects
- Engage with stakeholders to secure alignment on system configurations
- Mentor analysts to foster their professional development
- Navigate complex workflows to improve operational efficiencies
- Collaborate with Epic representatives and subject matter experts
- Test and validate changes to secure system functionality
- Maintain documentation for every system modification and enhancement
What You Must Have
- Bachelor's Degree
- At least 4 years of experience in Epic system applications
- Aura, EpicCare Ambulatory, Care Everywhere, Beaker Certification
What Sets You Apart
- Master's Degree in Health Administration, Business Administration/Management preferred
- Proven leadership in project management and change initiatives
- Excelling in innovative problem-solving and communication
- Demonstrating knowledge of Epic AURA and laboratory workflows
- Understanding industry standards and audit requirements
- Prioritizing workloads and managing multiple projects
- Mentoring and guiding junior team members
- Collaborating effectively across diverse teams
- Developing and maintaining system documentation
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
$77k-202k yearly 24d ago
Specialist, Payroll - Vantagen
Baker Tilly Virchow Krause, LLP 4.6
Dallas, TX job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities:
The main responsibilities of this role is to provide direct support and consulting to our payroll clients. This role is expected to understand payroll in depth and to maintain knowledge of payroll practices and laws so as to provide better service and information to our clients. Under the supervision of the Payroll Supervisor, this role is expected to be independently managing their client relationships, however, when needed, escalating issues or challenges for prompt resolution.
Client Service & Deliverables
* Ensure client payroll information is accurate within their specific payroll system and resolve any discrepancies
* Review and/or process payrolls in a timely manner to meet client deadlines to include updating employee records, calculating/paying bonuses or severance, reviewing accuracy of federal and state income related tax calculations, and reconciling payroll deposits, tax withholdings, wage garnishments, etc.
* Prepare reports of employee earnings, taxes, deductions, and employer's contribution for social security and unemployment
Client Service
* Establish strong and trusted client relationships by effectively consulting with clients on all payroll related matters
* Maintain confidence of employee data by keeping all information confidential
* Accurately convey detailed information in both written and verbal format
* Provide technical software support to clients
* Identify and accurately capture out of scope work
* Identify new opportunities to expand services to clients
Implementation & Technology
* Be an additional resource to the implementation team when needed
* Interviews clients to gain understanding of payroll needs
* Manage new client implementation projects, ensuring timely completion and client satisfaction
* Train clients on payroll processes as necessary
Individual and Team Development
* Be a resource to new hires and/or less experienced staff as it relates to clients, software, payroll, and/or processes
* Provide honest feedback to new hires/less experienced staff in a timely manner
* Help build team capabilities and knowledge by sharing insights and lessons learned
* Research and maintain product knowledge on ADP software platforms
* Maintain current knowledge of local, state, and federal practices and laws
Qualifications:
* 1-3 years of relevant payroll experience; associate or bachelor's degree preferred. Experience in lieu of degree considered
* Experience with ADP software platforms desirable
* Working knowledge of Outlook and Microsoft Office Suite (Word, Excel, PowerPoint)
* Highly detail oriented and focused on accuracy
* Strong organization and time management skills
* Strong adaptability and multi-tasking skills
* Ability to effectively work in a deadline driven environment serving multiple clients
* Ability to provide exceptional client service
* Strong written and verbal communication skills; appropriately and professionally communicates with all levels
* Ability to learn new technology and processes quickly
* Ability to learn from experiences and integrate new knowledge and skills into daily work and share with colleagues as appropriate
$43k-58k yearly est. Auto-Apply 9d ago
Account Executive, Sage Intacct
Armanino 4.7
Armanino job in Dallas, TX
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.
Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.
Armanino helps our clients navigate their greatest challenges: Digital Transformation, Reimagining People Strategy, Navigating Disruption and Empowering Operations. We partner with client executives, primarily with their CFO and finance leadership, enhancing their competitive advantage, creating scalability, improving processes and providing next-level outcomes.
Job Responsibilities
Lead sales efforts for Armanino's Sage Intacct service area, managing the full sales cycle from lead generation to contract negotiation and close
Generate new business through networking, attending industry events and tradeshows, and supporting marketing initiatives
Build and maintain a strong pipeline of qualified opportunities, consistently driving revenue growth
Collaborate with Sage Intacct subject matter experts, sales enablement, and cross-functional teams to deliver tailored client solutions
Identify and pursue cross-selling opportunities across Business Outsourced Services, CFO Advisory, integration, and AI capabilities
Develop and maintain strong relationships with internal teams, prospects, and clients through effective communication and collaboration
Operate independently with a proactive mindset, managing multiple priorities in a fast-paced environment focused on results
Requirements
Bachelor's degree in business finance accounting or related field or equivalent experience
5+ years of sales experience in professional services with a focus on finance, technology, consulting or implementation
Proven success managing full sales cycles exceeding quotas and handling high-volume transactions
Experience as a software value-added reseller and familiarity with document automation tools like PandaDoc preferred
Industry knowledge in nonprofit technology, healthcare, financial services professional services or family office
Skilled in building and presenting compelling business cases to senior stakeholders including CFOs, CEOs, and boards
Willing and able to travel for client engagements and business development
"Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.
Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.
Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract.
Certain states require us to disclose the pay range and benefits summary for job openings. The compensation range for this position: $115,400 - $140,000. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.
Armanino has a robust offering of benefits, including:
Medical, dental, vision
Generous PTO plan and paid sick time
Flexible work arrangements
401K with Profit Sharing
Wellness program
Generous parental leave
11 paid holidays
For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance
To view our Consumer Notice at Collection for job applicants, please visit:
****************************************************
We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
$115.4k-140k yearly Auto-Apply 4d ago
Senior Consultant- Business Personal Property Tax
Baker Tilly 4.6
Dallas, TX job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Senior State & Local Tax Associate to join our growing State & Local Tax (SALT) practice!
Candidates for the Senior Consultant position must possess a successful track-record of experience in the Business Personal Property (BPP) Tax market. Candidates must be able to work in a deadline driven, fast-paced, and dynamic work environment. Responsibilities include but are not limited to filing returns, reviewing returns, appealing assessment notices, and processing tax bills. The Senior Consultant is responsible for ensuring client appeals are handled appropriately and working with the team to apply proper valuation methodologies.
Essential Duties and Responsibilities
Manage complex BPP filings in multiple states
File appeals, maintain appeal calendar, and attend hearings
Successfully navigate Freeport Exemption filings where applicable
Negotiating with assessors on multi-state portfolios
Consistently exceed client service expectations
Manage and motivate staff to achieve desired results
Attain mastery of software updates and changes, specifically OneSource/PTMS
Develop and preserve positive relationships with assessors and clients
Create and update files and records, while tracking tax appeal deadlines
Verify that values fall within established guidelines
Maintain hearing schedules as required
Manage the processing of tax bills timely and accurately
Participate in team projects by taking ownership of assignments
Ensure all team matters are completed in a timely manner
Commitment to working in a dynamic, deadline driven environment
Requirements:
Highly detail oriented
Strong analytical and technical skills
Ability to work independently with minimum supervision
Excellent Communication Skills
Education and Qualifications
Bachelor's degree in Accounting, Business Administration, Finance, or related field preferred
Pursuing CMI.
Advanced skills in Microsoft Word and Excel
Excellent verbal and written communication skills
Ability to meet travel requirements of the job
Previous OneSource/PTMS software experience is required
The compensation range for this role is $74,660 to $141,560. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$74.7k-141.6k yearly Auto-Apply 60d+ ago
Utility Network GIS Consultant, Senior Associate
PwC 4.8
Dallas, TX job
Industry/Sector Not Applicable Specialism Functional & Industry Technologies Management Level Senior Associate At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives.
In Esri consulting at PwC, you will focus on utilising Esri's software suite, such as ArcGIS, to analyse, manage, and visualise geographic data. Your work will involve working in fields such as urban planning, environmental management, natural resource exploration, transportation, and other related fields.
Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
* Respond effectively to the diverse perspectives, needs, and feelings of others.
* Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
* Use critical thinking to break down complex concepts.
* Understand the broader objectives of your project or role and how your work fits into the overall strategy.
* Develop a deeper understanding of the business context and how it is changing.
* Use reflection to develop self awareness, enhance strengths and address development areas.
* Interpret data to inform insights and recommendations.
* Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Functional and Industry Technologies team you lead efforts in consulting, designing, and implementing GIS applications-based solutions. As a Senior Associate you analyze complex problems, mentor others, and maintain rigorous standards. You concentrate on building client relationships, developing a deeper understanding of the business context, and navigating increasingly complex situations to deliver quality work.
Responsibilities
* Lead consulting, design, and implementation of GIS applications-based solutions
* Analyze intricate issues and develop practical solutions
* Mentor and guide junior team members
* Build and maintain client relationships
* Develop a thorough understanding of business contexts
* Navigate and manage complex situations to deliver quality work
* Uphold rigorous standards in deliverables
* Utilize firm methodologies and technology resources effectively
What You Must Have
* Bachelor's Degree
* 5 years of experience
What Sets You Apart
* Understanding business processes and leveraging GIS application modules
* Knowledge of issues in the Power and Utilities Sector
* Managing engagements and maintaining project economics
* Supervising teams and providing feedback
* Designing and supporting business processes in a GIS environment
* Understanding GIS Business Solution for utilities
* Applying data conversion and GIS configuration
* Building trusted client relationships
* Providing guidance to less-experienced staff
* Professional Engineer (PE), Project Management Professional (PMP), or American Production and Inventory Control Society (APICS)
Travel Requirements
Up to 60%
Job Posting End Date
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
$77k-202k yearly Auto-Apply 51d ago
Associate, Client Success
Baker Tilly Virchow Krause, LLP 4.6
Frisco, TX job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
In the role of a hybrid Associate, Client Success Manager, this individual will be responsible for the overall satisfaction and coordination of services for a particular group of clients. This includes the positioning of new services and solutions for client consideration. This role will also serve as the main Point of Contact for any operational or escalation-related matters. The CSM will align closely with fellow Baker Tilly professionals across multiple service lines in architecting value for the business and its stakeholders.
You will enjoy this role if:
* You have a strong passion and desire to understand client challenges and position key Advantage and firm services to meet the clients' current challenges.
* You enjoy building strong relationships with clients and getting to know them
* You like to serve as a business advisor and trusted sounding board for clients
* You are motivated to help your client proactively identify their needs and propose solutions to help grow their business
* You enjoy building internal relationships that will help a clients' business thrive. By partnering with internal colleagues in Client Accounting Services, Vantagen, Digital, Private Wealth, Tax, and/or others you will help coordinate timely delivery of solutions across service lines.
Responsibilities
You will have an opportunity to:
* Build and maintain strong relationships with clients that include ensuring an efficient onboarding process, ongoing training, escalated issue management, continued evaluation of Baker Tilly success thru managing current services and future offerings (70% - proactive client relation building)
* Communicate client needs or concerns to the appropriate Baker Tilly person and ensure timely resolution
* Closely partner with internal colleagues to share clients' business needs and identify potential new opportunity to expand the clients' portfolio of Baker Tilly solutions/products
* Support marketing and sales teams with information and/or share information with clients
* Utilize data and metrics to facilitate an client business review
* Help shape the strategy and direction of the client relationship through research and analysis (e.g., revenue, market and competitive trends, and customer insights).
Qualifications
Successful candidates will have:
* Bachelor's degree in a related field or equivalent years' experience in Client Success within a similar organization, required.
* 1-3 years of experience in Client Success or Account Management
* Knowledge of Salesforce preferred
* Proven success in growing and maintaining client accounts
* Demonstrated ability to manage difficult conversations and help provide resolutions
$69k-102k yearly est. Auto-Apply 21d ago
Internal Audit & Risk Advisory Manager
Bakertilly 4.6
Frisco, TX job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Are you interested in joining one of the fastest growing consulting and accounting firms in the country?
Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of risk and advisory?
If yes, consider joining Baker Tilly (BT) as an Internal Audit & Risk Manager! Our Risk Advisory practice provides a full spectrum of services to help our clients assess their risks, develop strategies to compete in an ever-changing business environment, and achieve their goals and objectives. All of this is accomplished through deep industry knowledge of risk, governance, internal audit, compliance, and IT best practices.
As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
Does this describe you?
•You want to continue to expand your work experiences and hone your skills as a comprehensive risk professional in the areas of internal control over financial reporting, internal audit, compliance, enterprise risk management, and governance.
• You crave the opportunity to be part of a fast growing, entrepreneurial risk consulting practice where your hard work and creativity will be rewarded
•You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together
•You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow
What you will do:
• Work closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business processes and systems.
o Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement
o Perform detailed materiality analysis, scoping, risk assessment, and other engagement planning and management tasks required to guide engagement team execution.
o Think independently and strategically about your clients' business, systems and risks providing recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes and business objectives
o Provide strategic business advice to clients by assisting in the implementation of new processes and controls that address key risks
o Assess, manage and optimize business risk across a wide range of areas, including operational audit and SOX compliance
o Review clients' processes and controls against industry frameworks, identifying gaps in design and execution, and communicating issues and recommendations to clients
o Draft comprehensive executive summaries and final reports for delivery to the client, documenting and reviewing engagement work papers in accordance with industry-accepted internal audit methodologies
o Act as a valued business advisor, build relationships and communicate effectively with the client to provide superior client service
o Facilitate professional and effective presentations to internal and external audiences
o Continue to develop your knowledge and experience working with a variety of technology environments, platforms, applications and tools/utilities
•Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met
•Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
•Invest in your professional development individually and through participation in firm wide learning and development programs
•Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
•Enjoy friendships, social activities and team outings that encourage a work-life balance
• Actively participates in professional organizations, client functions, events, and lunches & conducts presentations and seminars.
Successful candidates will have:
• Bachelor's degree in accounting, finance or a related program
• CPA or CIA designation(s) required
• 5+ year(s) experience with risk advisory, internal/external audit, business process reengineering, and/or internal controls
• Experience as a client serving professional for a public accounting or consulting firm desired
• Experience serving clients with the following industries; technology, manufacturing, distribution, energy and natural resources
• Excellent analytical, technical and problem solving skills, with strong attention to detail
• Exceptional verbal and written communication, collaboration, and time management skills
The compensation range for this role is $116,730 to $221,300. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$75k-95k yearly est. Auto-Apply 2d ago
Salesforce CPQ/Revenue Cloud Director
PwC 4.8
Dallas, TX job
Industry/Sector Not Applicable Specialism Salesforce Management Level Director At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives.
As a Salesforce consulting generalist at PwC, you will possess a broad range of consulting skills and experience across various Salesforce applications. You will provide consulting services to clients, analysing their needs, implementing software solutions, and offering training and support for effective utilisation of Salesforce applications. Your versatile knowledge will allow you to assist clients in optimising operational efficiency and achieving their strategic objectives.
Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
* Lead in line with our values and brand.
* Develop new ideas, solutions, and structures; drive thought leadership.
* Solve problems by exploring multiple angles and using creativity, encouraging others to do the same.
* Balance long-term, short-term, detail-oriented, and big picture thinking.
* Make strategic choices and drive change by addressing system-level enablers.
* Promote technological advances, creating an environment where people and technology thrive together.
* Identify gaps in the market and convert opportunities to success for the Firm.
* Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Salesforce Quote to Cash Consulting team you will lead the design of Salesforce technology-enabled solutions that address the needs of large organizations. As a Director you will execute complex programs, support business development efforts, and drive differentiation in PwC's offerings. This role is pivotal in driving growth, shaping client engagements, and mentoring future leaders, all while fostering an environment where people and technology thrive together.
Responsibilities
* Oversee the execution of intricate programs and initiatives
* Foster collaboration between technology and personnel to enhance productivity
* Identify market opportunities to differentiate PwC's service offerings
* Maintain adherence to professional standards and guidelines
* Promote a culture of innovation and continuous improvement
What You Must Have
* Bachelor's Degree
* 9 years of experience
What Sets You Apart
* Master's Degree in Computer Science, Computer and Information Science, Management Information Systems preferred
* One or more Salesforce.com certifications preferred
* Bringing functional domain knowledge of Quote-to-Cash and advising clients on trends
* Crafting and presenting compelling client presentations and briefings with clarity
* Leveraging storytelling to connect technology with business
* Developing data-driven business cases for clients that articulate the ROI for investment for complex CPQ / Billing programs
* Mentoring and developing future leaders
* Promoting a culture of innovation and excellence
* Possessing prior experience in the consulting industry
* Experience with Agile methodologies
* Understanding of monetization models: transactional, recurring, consumption-based, subscription, and project-based
Travel Requirements
Up to 80%
Job Posting End Date
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $155,000 - $410,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
$95k-135k yearly est. Auto-Apply 6d ago
Manager, Family Office
Armanino McKenna Certified Public Accountants & Consultants 4.7
Armanino McKenna Certified Public Accountants & Consultants job in Dallas, TX
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills, and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.
Job Responsibilities
* Serve as the primary point of contact for assigned clients, delivering timely, high-quality service.
* Oversee cash management, including invoice review and approval, payment processing, transfers, and cash flow monitoring.
* Prepare and review financial statements, general ledgers, and bank reconciliations with accuracy and attention to detail.
* Review cash flow reports, annual 1099 filings, year-end tax packages, and payroll tax returns prepared by third parties.
* Prepare or review business license filings, Secretary of State Statements of Information, and other regulatory documents.
* Coordinate and participate in client meetings; collaborate with internal teams and external advisors on client deliverables.
* Provide coaching and guidance to Account Managers and junior team members, ensuring accuracy and supporting development.
* Lead and support client initiatives such as loan or credit applications, insurance reviews, and investment documentation.
* Build trusted client relationships through responsive communication, proactive problem-solving, and consistent delivery.
* Identify opportunities to streamline processes and enhance efficiency across engagements.
* Contribute to business development efforts, including proposal preparation and prospective client discussions.
* Protect sensitive client information with discretion and professionalism.
Requirements
* Bachelor's degree in Accounting, Finance, or a related field.
* Minimum 6 years of progressive accounting experience, including exposure to multi-entity structures or high-net-worth clients.
* Minimum 1 year of supervisory or review experience.
* Deep knowledge of general ledger accounting, financial reporting, and cash management.
* Hands-on experience with Sage Intacct (required) and advanced proficiency in Microsoft Excel.
* Proven ability to manage multiple priorities and client relationships in a deadline-driven environment.
* Strong relationship management and communication skills, with confidence in client-facing interactions.
* Sound judgment and problem-solving skills with the ability to work independently.
Preferred Qualifications
* CPA, CFP, or other relevant certification.
* Prior experience in a family office, business management, or professional services environment.
* Familiarity with investment accounting, trust and estate entities, or alternative assets.
* Experience collaborating with tax, legal, investment, and insurance advisors.
"Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.
Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.
Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract.
Armanino has a robust offering of benefits, including:
* Medical, dental, vision
* Generous PTO plan and paid sick time
* Flexible work arrangements
* 401K with Profit Sharing
* Wellness program
* Generous parental leave
* 11 paid holidays
For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance
To view our Consumer Notice at Collection for job applicants, please visit: ****************************************************
We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
$51k-64k yearly est. Auto-Apply 3d ago
Audit Senior Associate
Bakertilly 4.6
Frisco, TX job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
Are you interested in joining one of the fastest growing public accounting firms?
Would you like the ability to focus on one industry sector and further become an expert for your clients?
If yes, consider joining Baker Tilly US (BT) as an Audit Senior Associate! This is a great opportunity to be a valued business advisor delivering industry-focused audit and other assurance services to middle market clients. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You will enjoy this role if:
You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve.
You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges.
You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions.
You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!).
You want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrow.
What you will do:
Be a trusted member of the engagement team providing various assurance and consulting services to industry specific clients:
Proactively engage with your clients throughout the year to gather needed information to complete testing and respond to questions raised.
Plan and supervise the execution of all audit engagement activities.
Review and perform substantive testing on client's balance sheets and income statements.
Conduct and review tests to assess deficiencies of internal controls and make recommendations for improvement.
Play an active role in discussions with the Manager and Partner relative to business recommendations resulting from testing performed and information gathered.
Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs.
Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients.
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.
Enjoy friendships, social activities and team outings that encourage a work-life balance.
Qualifications
Successful candidates will have:
Bachelor's degree in accounting or an undergraduate degree with sufficient coursework to sit for the CPA exam
CPA preferred or actively pursuing completion of exam
Two (2)+ years of experience providing financial statement auditing services within a public accounting firm
Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
Strong leadership, project management, organizational and analytical skills, initiative, adaptability
Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred
#LI-Hybrid
#LI-JB3
$67k-86k yearly est. Auto-Apply 47d ago
Pharma Technology Consultant Senior Associate
PwC 4.8
Dallas, TX job
**Specialty/Competency:** Product Innovation **Industry/Sector:** Pharma and Life Sciences **Time Type:** Full time **Travel Requirements:** Up to 80% At PwC, our people in software and product innovation focus on developing cutting-edge software solutions and driving product innovation to meet the evolving needs of clients. These individuals combine technical experience with creative thinking to deliver innovative software products and solutions.
In technology delivery at PwC, you will focus on implementing and delivering innovative technology solutions to clients, enabling seamless integration and efficient project execution. You will manage the end-to-end delivery process and collaborate with cross-functional teams to drive successful technology implementations.
Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Respond effectively to the diverse perspectives, needs, and feelings of others.
+ Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
+ Use critical thinking to break down complex concepts.
+ Understand the broader objectives of your project or role and how your work fits into the overall strategy.
+ Develop a deeper understanding of the business context and how it is changing.
+ Use reflection to develop self awareness, enhance strengths and address development areas.
+ Interpret data to inform insights and recommendations.
+ Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Software and Product Innovation team you are responsible for managing the identification and addressing of client needs, including building GenAI and AI solutions, documenting business processes, and designing AI/GenAI architectures. As a Senior Associate you are tasked with analyzing complex problems, mentoring others, and maintaining elevated standards. You are expected to focus on building client relationships, developing a deeper understanding of the business context, and navigating increasingly complex situations to enhance your personal brand and technical knowledge.
Responsibilities
- Document and refine business processes to enhance productivity
- Mentor and guide team members to foster growth
- Build and nurture enduring client relationships
- Analyze intricate problems to develop innovative solutions
- Maintain exemplary standards of quality and professionalism
What You Must Have
- Bachelor's Degree
- 3 years of experience
What Sets You Apart
- Master's Degree in Biomedical Engineering, Chemical Engineering, Biology, Business Administration/Management, or Business Analytics, or Statistics preferred
- Building GenAI and AI solutions
- Designing AI/GenAI architectures for clients
- Managing AI/GenAI application development teams
- Utilizing Python and common LLM development frameworks
- Experience in Machine Learning and Advanced Learning
- Understanding Azure, AWS, and Google Cloud platforms
- Experience with Git Version Control and CI/CD
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
\#LI-Hybrid
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Are you interested in joining one of the fastest growing consulting and accounting firms in the country?
Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of financial institution risk and regulatory compliance?
If yes, consider joining Baker Tilly (BT) as a Financial Institution Regulatory Compliance Manager! Our Risk Advisory practice provides a full spectrum of services to help our clients assess their risks, develop strategies to compete in an ever-changing business environment, and achieve their goals and objectives. All of this is accomplished through deep industry knowledge of risk, governance and regulatory compliance best practices.
As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
Does this describe you?
* You want to continue to expand your work experiences and hone your skills as a comprehensive risk professional in the areas of financial institution compliance, enterprise risk management, governance and internal controls
* You crave the opportunity to be part of a fast growing, entrepreneurial risk consulting practice where your hard work and creativity will be rewarded
* You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together
* You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow
What you will do:
* Work closely with client executives and management teams to understand their businesses and assist in identifying and managing regulatory compliance risks within their business processes and systems
* Lead audit and consulting engagements of banks, credit unions, fintechs, and specialty finance organizations to determine institutions compliance with lending and depository regulatory requirements
* Implement new or updated regulatory requirements, and translate regulatory requirements to ensure financial institution compliance
* Continually stay up-to-date on all existing compliance regulations
* Develop and maintain a broad knowledge and awareness of the financial institution industry and regulatory changes and identify potential impacts to compliance audit programs
* Support our internal audit practice as Subject Matter Expert on regulatory and compliance topics
* Provide strategic business advice to clients by assisting in the implementation of new regulatory requirements
* Manage client engagement teams, along with staffing, billings/collections, and ensure client profitability targets are met
* Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
* Invest in your professional development individually and through participation in firm wide learning and development programs
* Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
* Enjoy friendships, social activities and team outings that encourage a work-life balance
Successful candidates will have:
* Bachelor's degree in accounting, finance, or a related program
* 5+ years experience with regulatory compliance
* 1-2 year(s) management experience
* CIA or CRCM designation(s) required
* CRCM Certification strongly preferred. Also open to candidates willing to obtain CRCM Certification in the future.
* Experience working with FDIC, OCC, CFPB, NCUA, and state regulations
* Experience as a client serving professional for a consulting firm preffered
* Excellent analytical, technical, and problem-solving skills, with strong attention to detail
* Exceptional verbal and written communication, collaboration, and time management skills
* Strong sense of urgency and client responsiveness
* Ability to travel up to 10%
The compensation range for this role is $116,730 to $221,300. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$116.7k-221.3k yearly Auto-Apply 60d+ ago
Summer 2026 - Valuations and Forensics Intern (Dallas)
Armanino McKenna Certified Public Accountants & Consultants 4.7
Armanino McKenna Certified Public Accountants & Consultants job in Dallas, TX
The Opportunity Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.
As a Valuation and Forensics Intern for Armanino's Valuation and Forensics Practice, you'll gain hands-on experience working alongside professionals at all levels that will provide you with insight into the fields of finance, accounting, forensic investigations, and litigation support. Your internship will give you the same exposure to Armanino as our Consultant hires, while participating in interactive and engaging programming! During your time you will also participate in training and activities to boost your skills and engagement.
Summer Start Date: June 15, 2026
Job Responsibilities
Valuation Support
* Assist in preparing business and intangible asset valuations for financial reporting, tax, transaction advisory, and strategic planning purposes.
* Perform financial statement analysis, ratio analysis, and assessment of company performance and risk characteristics.
* Support the development of valuation models (DCF, market approach, income approach, option-pricing models, probability-weighted expected return models, Monte Carlo simulations, and other analyses).
* Conduct industry, economic, and market research to support key valuation assumptions.
* Help prepare draft valuation reports, exhibits, and supporting documentation.
Forensic & Litigation Support
* Assist with forensic accounting procedures, including data reconciliation, trend analysis, and tracing of financial transactions.
* Support litigation engagements by analyzing financial and economic damages, lost profits, and valuation-related claims.
* Help compile and organize evidence, transaction data, and workpapers for expert reports and client deliverables.
* Participate in investigations by reviewing contracts, invoices, emails, and other communications when applicable.
Client Engagement & Project Execution
* Collaborate closely with team members to deliver high-quality work in a deadline-driven environment.
* Help maintain organized engagement files, documentation, and audit-ready workpapers.
* Contribute to client presentations through charts, summaries, and analysis of findings.
* Communicate proactively with engagement teams regarding status updates, questions, and workflow needs.
Professional Development
* Learn and apply professional judgment, analytical techniques, and best practices within the valuation and forensics disciplines.
* Participate in intern training programs, team meetings, and firm-wide learning initiatives.
* Embrace Armanino's core values, collaborative culture, and commitment to innovation and client service.
* Leverage the use of generative AI as necessary to improve workflows and knowledge.
Requirements
* Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
Preferred Qualifications
* Current enrollment in a bachelor's or master's program in accounting, finance, computational/mathematical finance, economics or related field and a graduation date between December 2026 - June 2027 strongly preferred
* Demonstrated prior interest and/or coursework in corporate finance, valuation, pre-law, forensic investigations, or quantitative finance
"Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.
Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.
Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract.
Certain states require us to disclose the pay range and benefits summary for job openings. The compensation range for this position: $34.00/hr. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.
Armanino has a robust offering of benefits, including:
* Medical, dental, vision
* Generous PTO plan and paid sick time
* Flexible work arrangements
* 401K with Profit Sharing
* Wellness program
* Generous parental leave
* 11 paid holidays
For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance
To view our Consumer Notice at Collection for job applicants, please visit: ****************************************************
Uniquely Armanino
$34 hourly Auto-Apply 5d ago
Tax Director, Private Client Advisors (Estate, Gift & Trust)
Armanino 4.7
Armanino job in Dallas, TX
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.
Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career.
At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.
Job Responsibilities
Perform technical reviews of tax returns for high-net-worth individuals, primarily their personal income tax returns as well as their closely held businesses (pass through entities), trust, estate, and gift tax returns.
Provide consultation on business and/or personal transactions (if applicable), and the related tax implications, consequences and treatment.
Manage larger and complex engagements and workflow of multiple clients and related deliverables to minimize risk and surprises, maximize engagement economics, meet internal and external deadlines and develops less experienced engagement personnel, primarily managers and supervisors.
Review or conduct high level research of complex or emerging tax issues and prepare memorandums to support conclusions.
Engage with our internal business development department, builds relationships across the firm internally, identify potential cross-selling opportunities for clients and actively brings the opportunities to clients, collaborating across AMLLP service lines.
Engage in thought leadership, contributing to technical publications and engaging in speaking opportunities (both internally and externally)
Develops our internal professionals by leading formal learning opportunities/trainings or supporting the development of training materials in collaboration with Learning & Development Team and sharing knowledge
Train and develop managers responsible for engagement management responsibilities, including analyze billing, managing complex budgets, scheduling and staffing, due date management and client relations.
Continually build on technical expertise in taxation by attending continuing professional education courses or utilizing other training resource
Keep current with tax law changes and provide updates and training to the firm's tax practice members.
Requirements
Bachelor's Degree in Accounting, Tax, Finance, or related discipline
Qualified to practice before the IRS (i.e., JD, CPA, or EA)
Minimum of 8 years' experience in public accounting in taxation or equivalent experience
Minimum of 4 years in a managerial role involving clients and team members
Advanced understanding of planning and compliance concepts related to high-net-worth individual and fiduciary income tax, gift tax, and estate tax
Possess a strong knowledge of accounting theory and federal, state and local tax laws
Preferred Qualifications
Master's Degree in Accounting or Taxation
"Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.
Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.
Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract.
Armanino has a robust offering of benefits, including:
Medical, dental, vision
Generous PTO plan and paid sick time
Flexible work arrangements
401K with Profit Sharing
Wellness program
Generous parental leave
11 paid holidays
For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance
To view our Consumer Notice at Collection for job applicants, please visit:
****************************************************
We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
$53k-68k yearly est. Auto-Apply 5d ago
Senior Developer, Microsoft Dynamics Great Plains
Armanino 4.7
Armanino job in Dallas, TX
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.
Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.
The Great Plains Senior Developer will design, develop, and maintain customizations and integrations for multiple clients' GP environments. This role requires strong technical skills, business acumen, and the ability to collaborate directly with clients to gather requirements and deliver tailored solutions.
Job Responsibilities
Provide hands-on support, system enhancements, and troubleshooting for Microsoft Dynamics GP.
Develop, enhance, and maintain customizations, integrations, and reporting for Microsoft Dynamics GP across multiple client environments.
Collaborate with client stakeholders to understand business needs and translate them into technical solutions.
Troubleshoot and resolve issues in GP and related integrations with a focus on minimizing client downtime.
Design and optimize SQL queries, stored procedures, and reports (SSRS, SmartList Builder, etc.) to support client operations.
Implement system upgrades, patches, and service packs for client GP systems.
Provide guidance on best practices for security, performance, and system configuration.
Mentor and support junior consultants/developers as needed.
Balance multiple client engagements, ensuring deadlines and deliverables are met.
Requirements
Bachelor's degree in Business, Engineering, IT, related field - or equivalent work experience.
Minimum of 5 years of experience developing and supporting Microsoft Dynamics GP (Great Plains).
Strong knowledge of GP core modules (Financials, Supply Chain, Project Accounting, etc.).
Proficiency with SQL Server, T-SQL, SSRS, and related reporting tools.
Experience with integration tools such as eConnect, Integration Manager, and SmartConnect.
Experience with Dexterity, VBA, or other GP development languages.
Excellent client-facing communication and problem-solving skills.
Ability to manage multiple projects in a consulting environment.
Ability to work in a hybrid role with 50% remote and 50% combination of in office, or at client site
"Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.
Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.
Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract.
Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $97,700-$139,700. For Illinois residents, Washington residents, New York residents, and Southern California residents, the compensation range for this position: $107,400-$153,700. For Northern California residents, the compensation range for this position: $112,300-$160,600. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.
Armanino has a robust offering of benefits, including:
Medical, dental, vision
Generous PTO plan and paid sick time
Flexible work arrangements
401K with Profit Sharing
Wellness program
Generous parental leave
11 paid holidays
For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance
To view our Consumer Notice at Collection for job applicants, please visit:
****************************************************
We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
$112.3k-160.6k yearly Auto-Apply 5d ago
Director, Accounting and Financial Advisory Services
Baker Tilly Virchow Krause, LLP 4.6
Frisco, TX job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Position Overview:
We are seeking a dynamic and highly experienced Director to lead and expand our Financial Advisory Services (FAS) within the Office of the CFO Accounting Advisory practice. This role will specialize in advising clients on complex technical accounting, reporting and transaction-related matters. The ideal candidate will bring deep expertise in U.S. GAAP, IFRS, and regulatory frameworks, and will serve as a trusted advisor to CFOs and finance leaders navigating accounting complexities, transactions, and emerging financial technologies.
Key Responsibilities:
* Serve as a senior advisor to clients with deep technical expertise
* Lead and deliver advisory engagements on complex accounting topics including:
* Consolidations (ASC 810)
* Revenue Recognition (ASC 606)
* Leases (ASC 842)
* Business Combinations (ASC 805)
* Impairments (ASC 350/360)
* Share-based payments (ASC 718)
* Complex financial instruments and other non-routine transactions
* Advise on accounting policy development, restatements, and remediation of material weaknesses
* Build and maintain strong relationships with CFOs, Controllers, and Audit Committees.
* Drive thought leadership in emerging accounting topics, including evolving FASB and SEC guidance
* Stay abreast of regulatory developments (SEC, FASB, IASB, etc.) and emerging technologies impacting financial reporting
* Lead, mentor, and grow high-performing teams; foster a culture of innovation and technical excellence
* Support business development, proposals, and go-to-market strategies
* Collaborate cross-functionally with tax, risk, valuation, managed services, and technology teams to deliver end-to-end solutions
Qualifications:
* Bachelor's or Master's degree in a specialized field such as accounting, business, finance or related field - Master's degree preferred.
* CPA required, CFA or other relevant certifications a plus
* 10+ years of relevant experience in accounting advisory, Big 4 or top-tier consulting preferred
* Proven track record of leading complex engagements and managing senior client relationships
* Excellent communication, presentation, and stakeholder management skills
* Ability to navigate ambiguity and deliver high-impact solutions in fast paced environments
* Attention to detail along with a commitment to quality and confidentiality.
* Ability to work extended hours including evenings and weekends, as well as the ability to travel overnight, as necessary.
Why Join Us:
* Lead a rapidly growing, high impact advisory practice
* Influence the future of financial reporting
* Collaborate with innovative clients across traditional and emerging sectors
* Competitive compensation and flexible work environment
"The compensation range for this role is $215,950 to $409,420. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location."
$99k-142k yearly est. Auto-Apply 2d ago
Tax Experienced Associate- Real Estate Property Tax
Bakertilly 4.6
Dallas, TX job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Tax Experienced Associate- Real Estate Property Tax to join our growing State & Local Tax (SALT) practice in Dallas, TX!
Our SALT practice is made up of professionals across the U.S., providing a full spectrum of services including Income & Franchise tax, Sales & Use tax, Real & Personal Property tax, Unclaimed Property and Voluntary Disclosure & Remediation by industry needs. As a member of this talented team, you will help clients capitalize on strategic ideas and planning techniques that ensure state and local tax compliance, reduce expenses and enhance cash flow.
Candidates for the Associate position must possess a successful track-record of experience in the real estate Property Tax market. Candidates must be able to work in a deadline driven, fast-paced, and dynamic work environment. Responsibilities include but are not limited to appealing assessment notices, property valuation, and tax filings. The Associate is responsible for ensuring client appeals are handled appropriately and working with the team to apply proper valuation methodologies.
Essential Duties and Responsibilities
Manage property tax filings in multiple states
File appeals, maintain appeal calendar, and attend hearings
Successfully navigate Freeport Exemption filings where applicable
Negotiating with assessors on multi-state portfolios
Consistently exceed client service expectations
Manage and motivate staff to achieve desired results
Attain mastery of software updates and changes, specifically OneSource/PTMS
Develop and preserve positive relationships with assessors and clients
Create and update files and records, while tracking tax appeal deadlines
Verify that values fall within established guidelines
Maintain hearing schedules as required
Manage the processing of tax bills timely and accurately
Participate in team projects by taking ownership of assignments
Ensure all team matters are completed in a timely manner
Commitment to working in a dynamic, deadline driven environment
Requirements:
Highly detail oriented
Strong analytical and technical skills
Ability to work independently with minimum supervision
Excellent Communication Skills
Education and Qualifications
Bachelor's degree in Accounting, Business Administration, Finance, or related field preferred
Desire to pursue CMI.
Advanced skills in Microsoft Word and Excel
Excellent verbal and written communication skills
Ability to meet travel requirements of the job
Previous OneSource/PTMS software experience is required
The compensation range for this role is $63,200 to $119,820. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$63.2k-119.8k yearly Auto-Apply 60d+ ago
Performance Audit Senior
Bakertilly 4.6
Dallas, TX job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
At Baker Tilly, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our clients, and about our communities. Here, you'll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm's size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you'll have fun while solving complex and interesting business challenges.
The Government Performance Audit Senior works on a variety of projects for clients in local government, state government, special purpose districts, higher education, non-profit, and tribal industries. This role will focus on performance audits, internal audits, enterprise risk assessments, efficiency studies, process improvement reviews, and organization assessments.
Individuals who thrive at Baker Tilly exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.
Responsibilities:
Perform consulting activities that include leading and participating in interviews, reviewing documents, and preparing client deliverables such as findings, recommendations, and draft and final reports in compliance with relevant professional standards (GAGAS, IIA)
Collect, analyze, and interpret quantitative and qualitative data to identify trends or patterns related to program operations and performance
Conduct a variety of analysis, including peer benchmarking and best practice research to develop messages and actionable, well-support recommendations
Work collaboratively with clients and audit team members to understand current business practices, identify opportunities for improvement, and evaluate risks
Travels to client locations to work onsite and periodically attend industry conferences
Qualifications:
Bachelor's degree in public administration or related field required; Masters in Public Administration preferred
Knowledge of GAGAS and IIA standards; CIA or CGAP designation preferred
Experience with performance audits, efficiency studies, and risk assessments
Familiarity with financial and operational aspects of local governments preferred
Able to take direction, learn quickly, and work collaboratively as a self-directed professional to meet project objectives
Effective time management and organizational skills, proven ability to prioritize while simultaneously managing numerous projects/processes often under tight deadlines
Proficient with Microsoft Office
Ability to travel as needed, approximately up to 30%
The compensation range for this role is $86,660 to $164,300. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.