Consulting Business Unit Digital Lead
Armanino McKenna Certified Public Accountants & Consultants job in New York, NY
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
Problem Identification & Solution Definition
* Lead efforts to identify and quantify business unit-specific digital (process and technology) challenges.
* Collaborate with stakeholders to define digital solutions tailored to those challenges.
* Collaborate with other BUs to identify cross BU digital opportunities.
Strategic Roadmapping
* Develop and prioritize a transformation roadmap for the business unit.
* Maintain listing of all tools used by BU (tool, vendor, use case, contract info) - including Update schedules, tool specific roadmaps, etc
* Ensure alignment with the Firmwide Digital Group (FDG) and broader organizational goals, including Vision 2030.
* Support Partner in Charge of Business Unit in presentation of digital roadmaps to key leadership stakeholders.
Resource & Timeline Planning
* Work with BU to plan and allocate resources effectively for transformation initiatives.
* Contribute to the establishment of realistic timelines and milestones for project execution.
Execution & Ownership
* Take full ownership of the business unit's portion of integrated transformation plans.
* Ensure timely and successful delivery of initiatives.
Cross-functional Collaboration
* Partner with FDG and other business units to maintain alignment on priorities and execution.
* Facilitate communication and coordination across teams.
Performance Measurement
* Define Key Performance Indicators (KPIs) and Key Results at the start of each initiative.
* Monitor and report on progress and outcomes.
Program Management
* Oversee the execution of both business unit-specific and firmwide initiatives.
* Ensure integration and synergy across programs.
Change Management
* Lead BU change management efforts to ensure smooth adoption of new processes and technologies.
* Develop and execute launch plans for transformation initiatives.
Requirements
* Strong technical background with a deep understanding of business operations.
* Ability to bridge the gap between technology and business strategy.
* Bachelor's degree in relevant field or equivalent experience required. Master's degree in relevant field preferred.
* Minimum of 15 years of professional experience in roles focused on: Identifying and quantifying digital process and technology challenges, developing comprehensive transformation roadmaps, effectively planning and allocating resources for digital transformation initiatives.
* Working knowledge of key enterprise systems leveraged at Armanino: Workday PSA, Dayshape, Dynamic CRM, Wrike, ServiceNow and Intapp.
"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. For Colorado residents, the compensation range for this position: $224,600 - $264,200. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $247,000 - $290,600. For Southern California residents, the compensation range for this position: $258,200 - $303,800. 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.
Auto-ApplyBusiness Systems Analyst - Quote to Cash
Armanino McKenna Certified Public Accountants & Consultants job in New York, NY
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
* Champion continuous improvement and foster cross-business unit collaboration to accelerate outcomes and drive operational excellence
* Own and administer Dayshape including configuration of organizational settings, environment maintenance, governance enforcement, and advanced Super User functions (e.g., demand profile management, hierarchy edits, user/role administration); provide coaching to power users
* Collaborate with Resource Management, Engagement Leaders, and Finance to optimize capacity planning, staffing, work in progress (WIP), engagement profitability, margin, and revenue forecasting
* Translate business needs into scalable system solutions including rules, data structures, and dashboards that support strategic decision-making
* Govern CRM architecture including data models, validation rules, page layouts, and user roles/profiles; ensure clean data flow into Quote-to-Cash (Q2C) systems
* Enhance Q2C workflows from lead generation through opportunity and quoting by refining product and rate structures, strengthening pricing controls, and improving forecasting accuracy
* Lead or support Contract Lifecycle Management (CLM) across all stages including request, authoring, negotiation, approval, execution, amendment, and renewal; design and maintain clause taxonomy, templates, redlining workflows, and approval matrices
* Ensure seamless integration between CLM, CRM, and billing/ERP systems to maintain consistent data flow across CPQ, order management, contract execution, and renewals
* Establish and steward metadata standards including terms, SLAs, billing schedules, and obligations; build auditable reporting and KPIs to surface adherence, risk, and performance across Q2C
* Partner with integration teams to ensure robust, auditable, and high-performing data flows across CRM, Dayshape, CLM, and adjacent systems; implement monitoring routines, error-handling processes, and lead root-cause analysis and remediation
* Facilitate agile delivery practices including backlog grooming, prioritization, and user acceptance testing (UAT) with business and technical stakeholders
Requirements
* Bachelor's degree in Information Technology, Computer Science, Data Science/Analytics or related field or equivalent experience
* Minimum 4 years' experience in professional services as a Business Systems Analyst, Product Owner or Admin supporting Quote-to-Cash, Consulting, or SaaS
* Minimum 2 years' experience configuring business logic (workflows, approvals), user profiles/permissions and building reports/dashboards
* Comprehensive understanding of the full Quote-to-Cash (Q2C) lifecycle, including lead generation, opportunity management, quoting, order processing, contract execution, service delivery, billing, revenue recognition, collections, and renewals
* Strong product mindset focused on outcomes, impact measurement, and rapid iteration
* Occasional travel up to 10% to regional offices, client sites, or vendor locations
Preferred Qualifications
* Relevant certifications such as:
* Conga/Ironclad CLM
* Workday (Finance/Projects)
* PSPO/CSPO or PMI-PBA
"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. For Colorado residents, the compensation range for this position: $99,000-$126,500. For Southern California, Washington, Illinois and New York residents, the compensation range for this position: $109,000-$139,000. For Northern California residents, the compensation range for this position: $114,000-$145,000. 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.
Auto-ApplyOffice Services Assistant, Temporary
New York, NY 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 Office Services Assistant provides general clerical and administrative office support assisting in daily office and operational needs of the business. Works closely with the Office Services Manager on a daily basis to ensure an organized office and assists associates to optimize processes and administrative business needs.
Sorts and delivers incoming, and outgoing mail, including accounts receivable bank drops
File, fax, scan, print and assemble documents. Assist with entering office expenses (fed ex, messenger services, invoices)
Possible travel -package pick-ups and drop-offs via USPS, UPS, and FedEx and food orders as needed
Provide reception coverage. Greet clients, answer office phones, receive and deliver documents to clients.
Ensure training rooms and conference rooms and over all office space is clean and organized. Assist in the set up or breaking down of tables, furniture, etc.
Schedule meetings and appointments. Schedule and prepare conference rooms. Assist with onboarding tasks and workspace readiness
Orders and stocks office supplies, stationary and breakroom supplies (coffee, soda, snacks)
Additional responsibilities as needed
Qualifications
High School Diploma required
1 to 3 years relevant experience required
Proficiency in Microsoft Office suite
Experience with office machines, including facsimile, high speed copier, multi-line phone and 10 key calculator preferred
Excellent customer service and client focused skills
Excellent organizational skills and ability to manage through competing priorities
Detail orientated and ability follow directions/procedures required, as well as prioritize calls and visitors
Ability to work independently to follow directions and procedures
Ability to work overtime and weekends as needed
Capable of safely lifting up to 25 lbs as needed
The compensation range for this role is 18.00 to $34.10. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Auto-ApplyPayer Government Programs Consultant - Medicaid Operations, Director
New York, NY job
**Specialty/Competency:** Operations **Industry/Sector:** Health Services **Time Type:** Full time **Travel Requirements:** Up to 80% At PwC, our people in operations consulting specialise in providing consulting services on optimising operational efficiency and effectiveness. These individuals analyse client needs, develop operational strategies, and offer guidance and support to help clients streamline processes, improve productivity, and drive business performance.
As an operations consulting generalist at PwC, you will possess a broad understanding of various aspects of operations consulting. You will provide comprehensive guidance and support to clients in optimising operational efficiency and effectiveness. Working in this area, you will analyse client needs, develop operational solutions, and offer recommendations tailored to specific business requirements.
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 Operations Consulting team you will drive the strategic direction and execution of innovative Medicaid programs. As a Director you will set the vision for business growth, mentor future leaders, and maintain impactful executive-level client relations, making sure that our initiatives align with the utmost standards of quality and integrity.
Responsibilities
- Establish a vision for business expansion and sustainability
- Mentor and develop emerging leaders within the team
- Identify and leverage market opportunities for growth
- Foster collaboration across teams to enhance service delivery
- Promote a culture of innovation and continuous improvement
What You Must Have
- Bachelor's Degree
- At least 10 years of experience
What Sets You Apart
- Master's Degree in Health Administration, Business Administration/Management, Public Policy Analysis, Public Health, Economics, Government preferred
- Demonstrating thought-leader level abilities in Medicaid programs
- Designing and launching Medicaid programs for growth
- Enhancing existing Medicaid programs within regulatory environments
- Utilizing Medicaid data for financial modeling and insights
- Leading teams to generate vision and trust
- Building collaborative relationships and providing guidance
- Managing complex operations tasks and projects
- Communicating effectively in written and verbal formats
- Leveraging quantitative analyses to construct analytical frameworks and synthesize complex data into meaningful insights
- Possessing experience with Health Plan Medicaid operations, finances, business processes, and program design
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: ***********************************
Sr. Assistant, Client Delivery Services
Uniondale, NY 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:
The Senior Assistant, Client Delivery Services is responsible for facilitating and delivering administrative services to support leaders and client service functions and teams. Works closely with the Supervisor, Client Delivery Services and other team leaders to facilitate day-to-day administrative processes, optimize service delivery, and provide guidance and administrative subject matter expertise.
Responsibilities:
Deliver and facilitate administrative services to support leadership and client delivery functions and teams.
Manage multiple calendars, organize meetings, coordinate travel logistics, and manage time & expense entry.
Maintain relationships with clients and assist with client communications
Coordinate all aspects of client event planning and management
Serve as point of contact for team leadership meetings and events
Conduct team expense review and approvals according to set policies
Provide support with preparing, editing, and formatting deliverables, correspondence, presentations, reports, and other materials.
Provide system data entry support.
Assist with London office projects and provide backup to other team members, as necessary
Qualifications:
Minimum of 3+ year(s) experience required / 5+ year(s) preferred in related field
Certificates (List) Highschool Diploma required, Associates Degree preferred
Availability to work some evenings and weekends as needed in order to meet client needs
Ability to demonstrate advanced working knowledge of Microsoft Office Suite and meeting platforms
Demonstrated subject matter expertise in one or more Client Service Delivery process areas
Ability to take initiative to establish and build stakeholder relationships and identify service delivery opportunities
Ability to work autonomously and collaboratively while providing guidance, training, and support
Excellent written and verbal communication skills and demonstrated ability to communicate clearly and concisely
Ability to deliver, solicit, receive, and apply feedback
Demonstrated analytical, organization, interpersonal, and critical thinking skills
Ability to effectively prioritize obligations based on importance with a keen sense of accuracy and attention to detail
The compensation range for this role is $26.00 to $49.10 Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Auto-ApplyManaging Director - CFO Accounting Advisory
New York, NY 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 Managing 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 matters and financial instruments, with a strong emphasis on financial services, digital assets, and fintech sectors. 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 in financial instruments, derivatives, securitizations, digital assets and complex accounting issues
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)
Advise clients on classification, measurement, and disclosure of financial instruments under ASC 815, ASC 825, and IFRS 9
Lead and deliver advisory engagements involving:
Derivatives and hedge accounting
Fair value measurements (ASC 820)
Structured products, securitizations, and loan accounting
CECL implementation and modeling (ASC 826)
Advise on accounting policy development, restatements, and remediation of material weaknesses
Build and grow client relationships with financial institutions, fintech's, asset managers, and exchanges
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, Basel III, 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 for financial services and technical accounting services
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
15+ years of relevant experience in financial services and/or technical accounting advisory, Big 4 or top-tier consulting preferred
Industry experience in financial services (banking, capital markets, asset management, or insurance), digital assets, private equity, or fintech
Deep expertise in financial instruments and financial services accounting
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 and digital finance
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.
Auto-ApplyTax Director, Real Estate
Armanino McKenna Certified Public Accountants & Consultants job in New York, NY
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 review of engagement work papers, tax returns primarily for partnerships, individuals, S and C-Corporations
* Provide consultation on business and/or personal transactions (if applicable), and the related tax implications, consequences and treatment
* Review or conduct high level research of complex or emerging tax issues and prepare memorandums to support conclusions, including state tax issues and international tax issues
* Effectively lead large and complex engagements for multiple clients
* Train and develop less experienced individuals responsible for engagement management responsibilities, including managing budgets, scheduling and staffing, due date management and client relations
* Understand and manage engagement economics
* Continually build on technical expertise in taxation by attending continuing professional education courses or utilizing other training resources
* Keep current with tax law changes and provide updates and training to the firm's tax practice members, write articles for firm publications on emerging tax topics including legislative changes and planning opportunities
* Developing responses to IRS and other regulatory and tax authorities audits, notices and inquiries
* Knowledgeable about the services and capabilities of the firm and other partners, and seeks to identify other services that will benefit the client
* Assist with new business development and expansion of services to existing clients
* Develop internal and external network with an eye toward continuing to grow practice in a sustainable way
* Build and solidify relationships with members of other business units within Armanino who serve similar clients
* Approach job in an executive way, taking ownership of responsibilities in a way that will position you for further advancement
* Provide meaningful leverage to partner group in serving clients effectively and in some combination of operational, leadership, administrative, and business development roles
Requirements
* Bachelor's Degree in Accounting
* CPA license
* 7 years or more of experience in public accounting in taxation or equivalent experience
* At least 3+ years in a managerial role involving clients and team members
* Strong project management and leadership skills including the ability to successfully coach and mentor talented people
* Technical proficiency in tax software applications
Preferred Qualifications
* Masters in Taxation preferred
"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: $175,000-$245,000. 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.
Auto-ApplyFinance Solutions- Treasury Technology Consultant, Senior Associate
New York, NY job
**Specialty/Competency:** Finance **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 80% A career in our Corporate Finance and Treasury practice, within Finance Consulting services, will provide the opportunity to work alongside CEOs, CFOs, controllers and treasurers to optimise the structure of their finance functions and improve their contribution to the business. We support our clients by addressing the challenges of achieving appropriate standards of control, efficient back office opportunities and support to the business through insight and challenge.
Our team helps our clients maximise their available liquidity position and manage financial risk, such as foreign exchange rates, interest rate changes, and commodity price fluctuations, as well as make decisions around funding the core business operations and making investments to increase the value of the organisation to the shareholders.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
+ Use feedback and reflection to develop self awareness, personal strengths and address development areas.
+ Delegate to others to provide stretch opportunities, coaching them to deliver results.
+ Demonstrate critical thinking and the ability to bring order to unstructured problems.
+ Use a broad range of tools and techniques to extract insights from current industry or sector trends.
+ Review your work and that of others for quality, accuracy and relevance.
+ Know how and when to use tools available for a given situation and can explain the reasons for this choice.
+ Seek and embrace opportunities which give exposure to different situations, environments and perspectives.
+ Use straightforward communication, in a structured way, when influencing and connecting with others.
+ Able to read situations and modify behavior to build quality relationships.
+ Uphold the firm's code of ethics and business conduct.
**Job Requirements and Preferences:**
**Basic Qualifications:**
**Minimum Degree Required:**
Bachelor's Degree
**Minimum Year(s) of Experience:**
3 year(s) in a consulting environment advising Corporates on finance and treasury transformation and/or technology enhancements or, selling and/or implementing technology solutions for finance and treasury areas or, working directly in a Corporation performing core treasury or IT related activities
**Preferred Qualifications:**
**Degree Preferred:**
Master of Business Administration
**Preferred Fields of Study:**
Accounting,Finance,Technology,Finance & Technology,Data Processing/Analytics/Science
**Certification(s) Preferred:**
CPA, CTP or CFA preferred; TMS Vendor Certification
**Preferred Knowledge/Skills:**
Demonstrates a thorough level of abilities with, and/or proven record of success with managing teams to deliver finance and treasury strategy, design and implementation projects, including:
+ Possessing a systematic understanding of corporate treasury (e.g., global cash management, payments, bank relationships, investments, debt, corporate finance, and currency and commodity hedging);
+ Implementing Treasury Management Systems and Payment tools including Kyriba, Quantum, Integrity, GTreasury, SAP Treasury, Ion, Trax, High Radius, Bottomline Technologies among others;
+ Knowledge of bank connectivity alternatives (API, SWIFT, multi-bank reporting);
+ Applying knowledge of global liquidity management techniques (e.g., pooling, in-house banks, payment factories, multilateral netting);
+ Utilizing technologies that support working together, automation and data-driven story-telling including: Microsoft Products (Teams, PowerBI, MS Office), G-Suite (Google), and business intelligence tools;
+ Learning digital technologies and the impact on Finance and Accounting including analytical tools. e.g. Alteryx, PowerBi, Tableau, Snaplogic and RPA technologies (UiPath, Automation Anywhere, PowerAutomate, etc), and machine learning/Artificial Intelligence;
+ Working with ambiguity while addressing the clients' needs and delivering top-level results;
+ Showcasing proven communications skills and the ability to simplify complex information and influence stakeholders;
+ Working together with a global team and all levels of an organization; and,
+ Applying knowledge of operational metrics to support strategic plans, dashboard design and benchmarking/standard industry practices.
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: ***********************************
Financial Services Risk & Regulatory - Market Risk Analyst - Experienced Associate
New York, NY job
Industry/Sector
Banking and Capital Markets
Specialism
Data, Analytics & AI
Management Level
Associate At PwC, our people in data and analytics focus on leveraging data to drive insights and make informed business decisions. They utilise advanced analytics techniques to help clients optimise their operations and achieve their strategic goals.
In business intelligence at PwC, you will focus on leveraging data and analytics to provide strategic insights and drive informed decision-making for clients. You will develop and implement innovative solutions to optimise business performance and enhance competitive advantage.
Driven by curiosity, you are a reliable, contributing member of a team. In our fast-paced environment, you are expected to adapt to working with a variety of clients and team members, each presenting varying challenges and scope. Every experience is an opportunity to learn and grow. You are expected to take ownership and consistently deliver quality work that drives value for our clients and success as a team. As you navigate through the Firm, you build a brand for yourself, opening doors to more opportunities.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
Apply a learning mindset and take ownership for your own development.
Appreciate diverse perspectives, needs, and feelings of others.
Adopt habits to sustain high performance and develop your potential.
Actively listen, ask questions to check understanding, and clearly express ideas.
Seek, reflect, act on, and give feedback.
Gather information from a range of sources to analyse facts and discern patterns.
Commit to understanding how the business works and building commercial awareness.
Learn and apply professional and technical standards (e.g. refer to specific PwC tax and audit guidance), uphold the Firm's code of conduct and independence requirements.
The Opportunity
As part of the Data and Analytics team you will engage in analytics projects that drive insights and support decision-making. As an Associate you will focus on learning and contributing to client engagements while developing your skills in quantitative and qualitative analysis. This role offers a unique chance to build meaningful client connections and enhance your technical skills in a fast-paced environment.
Responsibilities
Contribute to team efforts in a dynamic and fast-paced setting
Utilize various analytical tools and methodologies to solve problems
Work with team members to enhance project outcomes
Interpret data to inform recommendations and insights
Uphold professional standards and ethical guidelines
What You Must Have
Master's Degree in Engineering, Financial Mathematics, Quantitative Finance
At least 1 year of experience
What Sets You Apart
Other quantitative fields of study may be considered
Demonstrating knowledge of analytics projects
Analyzing large and complex data sets
Presenting insights through visualization techniques
Contributing to positive team environments
Prioritizing and handling multiple tasks
Researching and analyzing client and industry matters
Communicating effectively in professional environments
Travel Requirements
Up to 40%
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: ************************************* 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: $63,000 - $140,000. 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: ***********************************
Auto-ApplyServiceNow Deployment- Manager
New York, NY job
**Specialty/Competency:** Platform Engineering & Architecture **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 80% At PwC, our people in infrastructure focus on designing and implementing robust, secure IT systems that support business operations. They enable the smooth functioning of networks, servers, and data centres to optimise performance and minimise downtime.
Those in cloud operations at PwC will focus on managing and optimising cloud infrastructure and services to enable seamless operations and high availability for clients. You will be responsible for monitoring, troubleshooting, and implementing industry leading practices for cloud-based systems.
Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Analyse and identify the linkages and interactions between the component parts of an entire system.
+ Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
+ Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
+ Develop skills outside your comfort zone, and encourage others to do the same.
+ Effectively mentor others.
+ Use the review of work as an opportunity to deepen the expertise of team members.
+ Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
+ 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.
As part of the Cloud Computing and Networking team you are expected to lead large-scale initiatives emphasizing the strategy, design, and development of cloud platforms. As a Manager you are expected to guide transformational projects related to IT Architecture, Engineering, Operations, Security, and Digital adoption, maintaining operational excellence and client interaction.
Responsibilities
- Lead large-scale initiatives emphasizing cloud platform strategy and design
- Guide transformational projects related to IT Architecture, Engineering, Operations, and Security
- Maintain operational excellence and top-tier client interaction
- Leverage influence and proficiency to deliver quality results
- Develop and implement digital adoption strategies
- Oversee the development of innovative cloud solutions
- Manage complex projects to achieve client success
**What You Must Have**
- Bachelor's Degree in Computer and Information Science, Management Information Systems
- 5 years of experience
**What Sets You Apart**
- Bachelor's degree OR 15+ years of experience managing infrastructure and data center integrations
- Leading large-scale cloud platform initiatives
- Proficiency in Cloud Management Platforms and Automation
- Managing transformational IT projects
- Applying DevOps strategies and tools
- Leading client-facing business development
- Developing and maintaining client relationships
- Designing dynamic large-scale cloud environments
- Accredited training in cloud container, storage, and database services
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: $99,000 - $232,000. 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
Senior Consultant, Accounting and Finance Advisory Services
New York, NY 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:
We are currently searching for a Senior Consultant to join our Financial Advisory Services practice within the CFO Advisory team. Our practice helps CFOs, Controllers, and Finance Directors improve the financial reporting processes to ensure that finance adds value to business operations. The CFO Advisory practice enables finance executives to achieve significant and sustainable performance through technical analysis and process improvement services.
Our clients range from emerging growth companies to publicly traded companies. We serve a wide variety of industries including technology, business services, manufacturing/ distribution, energy, real estate, hospitality and retail, and private equity to name a few.
Baker Tilly's CFO Advisory Services team is comprised of practitioners across the country. Our goal is to solve problems or make improvements that will free the finance organization up so that they can focus on growing and improving their overall business.
This practice area has professionals with multi-disciplines and experiences that are drawn upon to assist our clients with very practical and hands-on support. We have senior team members that have served as Chief Financial Officers, Controllers, financial statement auditors, and financial analysts that are all highly credentialed. It is a high performing team that enjoys learning from one another and serving our clients.
Your immediate responsibilities will be to:
Actively participate in projects focused on the following service offerings:
Finance Performance Improvement
Business Analytics and Decision Support
Financial Accounting Advisory Services
Transaction Support
Program/Project Management
Participate actively in the team's work on a project (i.e. “roll up your sleeves” and work with the team)
Interact directly with managers and partners on matters related to client and engagement management
Strengthen existing client relationships by providing outstanding client service
Communicate with business owners, executive management, investors, lenders and other sophisticated parties to ensure delivery of exceptional client service
Invest in professional development through active participation in training sessions and networking events both internally and externally
Assist with recruiting activities to include campus recruiting along with referring experienced individuals to the firm and participating in the firm's Employee Referral Bonus Program
Demonstrate excellent team skills, positive attitude and high ethical standards
Successful candidates will have:
Two (2) plus years' experience in a large accounting firm in audit, financial advisory service line
Bachelor's degree in accounting, finance or related field
Certified Public Accountant (CPA) certification preferred
Knowledge and ability to use appropriate tools, applications, and accounting and finance concepts to facilitate analysis. Skills with Power BI and/ or Tableau is a plus.
Exposure to Middle Market financial suite of applications, such as QuickBooks, NetSuite, IntAcct, etc. , their functionality, workflows, automated controls, and associated facilitation of data consolidation, reporting, and robust analytics and their relationship to addressing myriad business requirements is a plus.
High motivation, initiative and positive attitude
Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
Intermediate modeling and excel skills, experience conducting complex quantitative
and qualitative financial analysis and ability to generate data-driven insights
Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced
environment with shifting priorities
Excellent verbal and written communication
Ability to work effectively and thrive in a team environment
Ability to Travel (apx 25%) and work in a hybrid work environment
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.
Auto-ApplyWorkforce Solutions - Benefits - Manager
New York, NY job
Industry/Sector
Not Applicable
Specialism
Benefits
Management Level
Manager At PwC, our people in workforce consulting focus on providing consulting services related to human resources, talent management, and organisational development. They analyse client needs, develop people and organisation strategies. These individuals offer guidance and support to help clients optimise their workforce, enhance employee engagement, and drive organisational effectiveness.
Those in rewards and benefits at PwC will specialise in providing comprehensive consulting services related to total rewards, compensation programmes, and employee benefits. You will work closely with clients to analyse their reward and benefits strategies, design competitive and equitable compensation structures, and develop cost-effective and attractive benefits packages.
Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
Analyse and identify the linkages and interactions between the component parts of an entire system.
Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
Develop skills outside your comfort zone, and encourage others to do the same.
Effectively mentor others.
Use the review of work as an opportunity to deepen the expertise of team members.
Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
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 Employer Health and Welfare team you will manage client service accounts, drive engagement workstreams, and develop and oversee staff. As a Manager, you will lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff while securing project success and maintaining exceptional standards. This role offers the chance to leverage your actuarial knowledge and client service skills to contribute to the development of multi-year health and welfare benefits strategies, while also participating in client meetings and vendor discussions.
Responsibilities
- Confirm project timelines and quality standards are consistently met
- Utilize actuarial knowledge to inform decision-making processes
- Foster a collaborative team environment focused on continuous improvement
- Drive strategic planning initiatives to align with client needs
What You Must Have
- Bachelor's Degree
- 5 years of experience or more in health and welfare benefits consulting, actuarial modeling, and vendor/client management
What Sets You Apart
- Credentialed actuary (ASA or FSA) preferred
- Proven experience in actuarial and financial analysis
- Managing premium-equivalent rate development for self-insured plans
- Calculating IBNR liability and COBRA rates
- Developing annual health and welfare budget projections
- Utilizing ProVal actuarial software and Excel-based modeling
- Understanding benefits regulations and compliance
- Analyzing market trends and vendor offerings
- Conducting Other Post-Employment Benefits valuations
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: ************************************* 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: $99,000 - $232,000. 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: ***********************************
Auto-ApplyUtility Network GIS Consultant, Senior Associate
New York, NY job
**Specialty/Competency:** Functional & Industry Technologies **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 60% 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)
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: ***********************************
Audit Experienced Associate
Armanino job in New York, NY
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.
As an Associate II, you will play an integral part in the audit work performed by the Firm and will work on all aspects of an audit, from planning to execution and completion. This work will include tests or procedures performed under general supervision that allow the Firm to collect sufficient evidence to assess whether the clients' financial statements are free from material misstatement. You will help to ensure the completion of our clients' annual reports and interact with clients to identify and resolve audit issues. This position also provides work direction and guidance to less experienced staff.
Job Responsibilities
Perform audits, reviews, compilations, and various engagements.
Analyze financial statement data and draw logical conclusions.
Exercise professional skepticism in the critical assessment of audit evidence.
Research and analyze pertinent clients, industry, and technical matters.
Work with a team of up to 5 fellow staff members and often coach newer staff members, under supervision of a Senior, Manager and/or Partner.
Identify, assess, and document controls and weaknesses in client accounting systems.
Thoroughly evaluate assigned areas of financial statements and identify potential points for improvement.
Prepare clear and accurate workpapers.
Exhibit strong analytical skills to evaluate financial data and relationships.
Update managers and seniors of job status and assurance issues in timely manner
Develop understanding of client businesses related to assigned assurance areas.
Know and apply specialized knowledge, for example, the rules, regulations, and code of ethics of the American Institute of Certified Public Accountants (“AICPA”), be familiar with pronouncements of the Financial Accounting Standards Board (“FASB”) and the AICPA, and applicable state regulations.
Understand and comply with the Firm's quality control policy.
Organize, analyze, and communicate with both fellow staff and client personnel in a professional, productive, and efficient manner.
Work toward completion of CPA certification
Actively seek out feedback to develop self-awareness, personal strengths, and address development areas
Uphold the firm's code of ethics and business conduct.
Requirements
Bachelor's or Master's degree in Accounting, Finance, or related field and eligible to sit for the CPA exam.
Minimum 1 year of Public Accounting experience, including experience on audit engagements.
Demonstrate understanding of applicable U.S. Generally Accepted Accounting Principles (“GAAP”) and Generally Accepted Auditing Standards (“GAAS”)
Ability to research and analyze technical issues independently as requested.
Ability to identify internal control deficiencies and document management letter comments for purposes of communicating deficiencies and weaknesses to clients.
Working knowledge of the Microsoft Office Suite and Adobe Acrobat Engagement
“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. In New York, the compensation range for this position: $70,000-$85,000. 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:
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We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
Auto-ApplyManager, Cloud Projects and Global Initiatives
New York, NY job
Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering real results for our clients. It's also enabled by our culture, which encourages individual development, embraces an inclusive environment, rewards innovative excellence and supports our communities. With qualities like those, it's no wonder we're consistently ranked among the best companies to work for by Fortune Magazine, Consulting Magazine, Seramount, Fair360 and others. If you're as passionate about your future as we are, join our team.
KPMG is currently seeking a Manager, Cloud Projects and Global Initiatives to join our Global Technology & Knowledge Group which is part of KPMG International.
Responsibilities:
* Implement scalable, secure and high-performing cloud solutions on Azure and GCP, leveraging extensive hands-on experience with the platform
* Create and maintain reusable templates and code to automate solution delivery and deployment processes across multiple cloud providers
* Partner with enterprise architects, security and SMEs to establish DevOps standards and procedures
* Provide expert-level recommendations and best practices for utilizing Azure and GCP products and services, applying demonstrated experience in delivering automated, secure cloud infrastructure solutions at enterprise scale
* Collaborate with clients to understand their requirements and deliver tailored solutions, utilizing excellent oral and written communication skills to interact effectively with both technical and non-technical stakeholders
* Document technical configurations and deployment procedures thoroughly to ensure transparency and reproducibility
* Act with integrity, professionalism and personal responsibility to uphold KPMG's respectful and courteous work environment
Qualifications:
* Minimum five years of recent experience in designing, implementing and operating secure architectures in a public cloud environment, preferably within a large enterprise, government or financial services firm
* Bachelor's degree from an accredited college or university or equivalent work experience
* Detail-oriented and thorough, with effective time management skills and excellent technical writing and editing skills
* Skilled in organizing technical information based on reviewing meeting notes, business specifications, interviewing clients, architects and business analysts
* Must have the ability to work effectively with clients, IT management and other team members
* Strong verbal/written communication, problem solving, analytical and independent judgment skills to support an environment driven by customer service and teamwork; ability to positively influence, mentor and be a credible source of knowledge to less experienced team members
* Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future; KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa)
KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.
Follow this link to obtain salary ranges by city outside of CA:
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California Salary Range: $115600 - $246900
KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.
KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.
Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Tax Experienced Associate- Sales/Use
New York, NY 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 specialize in a specific area of tax and become an expert to your clients?
If yes, consider joining Baker Tilly (BT) as a State & Local Indirect Tax Associate! 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 provide sales & use tax compliance for a variety of clients ranging in size and industry! Must be located in East Coast area and tied to a BT office.
You will enjoy this role if:
You would like to work directly with firm leadership to support middle market and fortune 500 companies with sales & use tax issues and compliance
You are looking to be part of a fast growing, state & local tax practice who is also down-to-earth and thrives through collaboration
You want to be part of firm that values specialty tax practices and is invested in your success, providing the resources and support for you to grow now, for tomorrow
What you will do:
Prepare sales & use tax forms and resolve outstanding tax issues for middle market and Fortune 500 clients and ensure they are in compliance with applicable state tax laws. This includes:
Prepare and file state and local sales tax returns for various jurisdictions for multiple clients
Perform research on relevant tax law
Interact and manage multiple clients in a deadline-oriented environment while maintaining exceptional accuracy and attention to detail
Analyze large amounts of client data
Maintain internal relationships with colleagues, other service lines and engagement/project teams
Develop and retain technical tax expertise
Proactively identify and communicate issues as they arise
Maintain a positive and "team player" attitude
Become familiar with and adhere to the firm's policies and procedures
Apply a working knowledge of various computer applications
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 externally with clients
Enjoy friendships, social activities and team outings that encourage a work-life balance
Successful candidates will have:
Associate's degree in accounting, finance, business, economics, or related math degree required
Minimum (1) one year experience in public accounting or industry completing and reconciling multi-state sales and use tax returns and performing research on taxability law preferred
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
There is currently no immigration sponsorship available for this position
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.
Auto-ApplySalesforce CPQ/Revenue Cloud Director
New York, NY 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: ************************************* 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: ***********************************
Auto-ApplyOffice Services Assistant, Temporary
Uniondale, NY 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 Office Services Assistant provides general clerical and administrative office support assisting in daily office and operational needs of the business. Works closely with the Office Services Manager on a daily basis to ensure an organized office and assists associates to optimize processes and administrative business needs.
Sorts and delivers incoming, and outgoing mail, including accounts receivable bank drops
File, fax, scan, print and assemble documents. Assist with entering office expenses (fed ex, messenger services, invoices)
Possible travel -package pick-ups and drop-offs via USPS, UPS, and FedEx and food orders as needed
Provide reception coverage. Greet clients, answer office phones, receive and deliver documents to clients.
Ensure training rooms and conference rooms and over all office space is clean and organized. Assist in the set up or breaking down of tables, furniture, etc.
Schedule meetings and appointments. Schedule and prepare conference rooms. Assist with onboarding tasks and workspace readiness
Orders and stocks office supplies, stationary and breakroom supplies (coffee, soda, snacks)
Additional responsibilities as needed
Qualifications
High School Diploma required
1 to 3 years relevant experience required
Proficiency in Microsoft Office suite
Experience with office machines, including facsimile, high speed copier, multi-line phone and 10 key calculator preferred
Excellent customer service and client focused skills
Excellent organizational skills and ability to manage through competing priorities
Detail orientated and ability follow directions/procedures required, as well as prioritize calls and visitors
Ability to work independently to follow directions and procedures
Ability to work overtime and weekends as needed
Capable of safely lifting up to 25 lbs as needed
The compensation range for this role is $18.00 to $34.10. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Auto-ApplyPrincipal, Managed Services - Financial Services
New York, NY 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:
Principal, Managed Services - Financial Services Practice: Managed Services - Financial Services
Location: Flexible (preference for New York or Chicago)
Lead the evolution of Financial Services at Baker Tilly.
At Baker Tilly, we're redefining how middle-market and institutional asset managers run their back office. Through our Managed Services platform, we deliver integrated Fund Accounting, Fund Administration, and Investor Reporting solutions powered by modern technology, intelligent automation, and deep accounting expertise.
This role combines strategic leadership, client advisory, and platform growth - ideal for someone who thrives at the intersection of finance, technology, and client service.
What You'll Do
As a Principal, you will be accountable for the growth, operational excellence, and strategic development of Baker Tilly's Fund Services platform - serving Private Equity, Venture Capital, Real Estate, and Fund-of-Funds clients. You'll oversee teams, develop client relationships, and expand our platform capabilities nationally.
Key responsibilities include:
Lead and scale Baker Tilly's Fund Accounting & Administration operations within our Asset Management Managed Services practice.
Drive growth through business development, collaboration with firm leaders, and engagement in industry and alliance networks.
Translate strategy into execution - defining business plans, measurable milestones, and key performance outcomes.
Oversee client relationships and act as the senior escalation point for fund managers, CFOs, and investors.
Deliver excellence in traditional fund administration outputs, including quarterly financials, partner capital statements, NAV calculations, capital calls, and distributions.
Serve as a subject matter expert in private equity fund structures, capital rebalances, waterfalls, carried interest, and complex fee calculations.
Advance operational automation by embedding technology, analytics, and AI-native tools into the Fund Services workflow.
Develop and coach talent - guiding senior managers, managers, and associates to achieve technical mastery and leadership growth.
Collaborate across service lines (Advisory, Tax, Digital, and Industry teams) to bring integrated solutions to clients.
Represent the firm as a thought leader and spokesperson at client forums, investor events, and internal strategy sessions.
You'll Thrive in This Role If You:
Are passionate about building a next-generation fund services platform inside a fast-growing advisory and accounting firm.
Have mastered the technical depth of fund accounting but want to pair it with strategic leadership and innovation.
Excel at business development and relationship building with asset managers, fund administrators, and investors.
Enjoy mentoring high-performing teams and creating a culture of continuous learning and excellence.
Want to shape how Managed Services deliver measurable value in the Asset Management ecosystem.
Qualifications
Bachelor's degree in Accounting, Finance, or Business required; CPA and/or MBA preferred.
12+ years of progressive experience in fund accounting, fund administration, or asset management operations.
10+ years of leadership and team management experience, including recruiting, development, and performance management.
Proven success building or scaling fund administration or managed services practices.
Strong command of GAAP for investment funds, complex partnership accounting, and investor allocations.
Experience with Investran, eFront, Allvue, or equivalent fund accounting systems highly preferred.
Ability to manage multiple client portfolios while maintaining accuracy, timeliness, and client satisfaction.
Excellent communication, presentation, and relationship-management skills.
Strong commercial acumen and comfort working in an evolving, fast-growth environment.
Willingness to travel occasionally to support clients and firm initiatives.
Why Baker Tilly
Join one of the fastest-growing advisory and CPA firms in the U.S., recognized by
TIME
as one of the World's Best Companies of 2025.
You'll have the opportunity to shape our Asset Management Managed Services business from the ground up - combining financial acumen, operational excellence, and technology-enabled delivery to redefine what fund administration can be.
Own your future. Build what's next. Join Baker Tilly.
Auto-ApplySenior Consultant, Sage 300 CRE
New York, NY 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.
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Job Description:
Are you interested in joining one of the fastest growing professional services firms in the nation?
Do you enjoy helping customers embrace technology to elevate their business and customer satisfaction?
If yes, consider joining Baker Tilly US, LLP (BT) as a Sage 300 CRE Senior Consultant! At BT your main responsibilities will include working directly with the project managers and customers delivering software solutions for implementation projects with high customer satisfaction and successful customer adoption.
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 work for a leading professional services firm whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
You want to grow professionally and develop your client service and technical skills to build a career with endless opportunities
now, for tomorrow
What you will do:
Be a trusted member of the engagement team and responsible for:
Working with multiple project managers to configure and implement the Sage 300 CRE software, following our prescriptive implementation methodology resulting in in-scope/on-budget/on-time delivery, high customer satisfaction, and successful customer adoption
Effectively following all stages of the implementation process which includes collaborative consultations with the client, defining requirements, designing solutions, configurations, unit and integration testing, training, data cleansing, and data migration
Deepening knowledge of the Sage 300 CRE software including development of expertise implementing and using Sage Intacct, as well as staying current with the latest product features and enhancements
Developing and deploying implementation project plans and ensure projects are delivered on time, on budget and while optimizing return on investment
Conducting training for customer end-users at all levels of the customer organization and relate system functionality to customer business requirement
Effectively documenting customer business requirements into configurable software solutions and business management processes utilizing best practices and visual process flowchart
Responding to customer technical support issues related to the system implementation
Designing and building industry specific key performance indicators, reports, and dashboards
Working in a team-oriented and collaborative environment with Professional Services, Sales, Support, Marketing and Customer Success to effectively coordinate project execution and completion
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 externally with clients
Enjoy friendships, social activities and team outings that encourage a work-life balance
Successful candidates will have:
Bachelor's Degree required, preferably in Accounting, Business or MIS (candidate must also have general understanding of accounting terms through previous courses or experience)
Two (2)+ years' experience in any of the following, preferred:
Consulting and implementing Sage 300 CRE, ERP/financial applications and/or other SaaS solutions
Public accounting experience
Accounting and finance or similar as an end user of Sage Intacct or similar ERP system
Consulting experience end-to-end through the entire software delivery life cycle following a process-based methodology or experience as an end user who has gone through a software implementation or upgrade, preferred
Advanced proficiency with Excel (pivot tables, VLOOKUP's, macros, etc.) is preferred for efficient data mapping, integration, and migration of customer data
Demonstrated skills in the areas of time management, communication, relationship building, collaboration, and problem solving
Strong leadership, organizational and analytical skills, initiative, adaptability
Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship
The compensation range for this role is $85,910 to $162,890. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
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