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Service Manager jobs at Armanino - 347 jobs

  • Director, Transaction Advisory Services

    Armanino McKenna Certified Public Accountants & Consultants 4.7company rating

    Service manager job at Armanino

    At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. Armanino's CFO Advisory Practice is comprised of a dedicated team providing accounting and financial advice to support to companies on a wide range of transactions and events. We are doers and problem solvers - helping CFOs be successful. Job Responsibilities * Conduct Financial Due Diligence, including preparation of Quality of Earnings reports * Work collaboratively with a diverse set of colleagues to serve clients in the areas of financial accounting matters and business processes: Purchase Price Accounting, Deal Structuring, Integration & Support, and IP Sales * Prepare financial statements, typically in connection with acquisitions, carve-outs, proposed sale transactions, restatements, etc. including footnote disclosures * Lead buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to companies and private equity investors with a focus on private equity deals. * Manage and coordinate approach of client, Armanino's engagement teams, and third-party diligence providers throughout the transaction process. * Analyze target company data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks which impact the valuation and negotiation with the target company. * Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of management's budget, and indebtedness considerations. * Oversee and execute on A+ client delivery; Execute services and deliverables around Operational and Technical Accounting; including Accounting Policies & Procedures, Financial Statement Close Process and Process & Controls Implementation * Lead, mentor and professionally develop CFO Advisory team members, actively participating in the career advisory and performance review process * Build team culture and environment for scaling a hyper-growth consulting business * Cultivate relationships with senior executives at client companies and private equity sponsors and leverage them to generate projects * Support the business development team with client delivery or sector specific expertise * Foster culture of growth and a business development mindset * Act as a thought leader in the market * Provide high-quality consulting services by taking personal ownership for delivering client engagements that are fact-driven, solution oriented and meet Armanino's A+ Execution standard for quality * Supervise execution teams, providing senior project leadership and managing evolving client management needs Requirements * BS degree in Accounting, Finance, or another Business-related field is required * Minimum 10 years of relevant professional experience working in a client serving role at a top-tier public accounting or financial advisory firm, and/or private industry experience at a senior level * Strong Excel and PowerPoint skills * Experienced in client advisory on financial accounting issues, and have an understanding of significant business events (mergers, acquisitions, and carve-outs) * Exceptional writing, communication, interpersonal, presentation, organizational, management, analytical, decision-making and research skills. * Proven experience successfully managing multiple complex projects at the same time, managing not only client/sponsor dynamics but internal team dynamics as well * Able to effectively communicate complex issues and solutions * Full of entrepreneurial spirit and comfortable in a fluid, flat organization * Flexibility to work from home while collaborating in person half the time. Preferred Qualifications * CPA "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: $200,000 - $240,000. 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.
    $200k-240k yearly Auto-Apply 6d ago
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  • Wealth Transition Services Tax Manager - 1041 Expert - Remote Eligible

    Eide Bailly 4.4company rating

    Irvine, CA jobs

    Work Arrangement: Remote, Hybrid, or In-office A Day in the Life A typical day as a Wealth Transition Services Tax Manager might include the following: Reviewing ultra-high net worth 1041s and answering technical firmwide 1041 questions (multi-state filings, complex analysis of pass-through entity, hedge funds, partnerships and S corporation implications for Form 1041 filings). Working with tax staff to ensure 1041 tax returns are completed correctly by required deadlines and under firm processes. Interpreting and reviewing various legal documents in relation to estate and business succession planning (including the income tax ramifications of trust funding and trust administration). Technical research on income tax for trusts and estates for internal clients. Assisting clients which may have varied levels of tax knowledge (including family office clients and corporate trust companies). Looking at the tax situation of the individual and their estate/trusts from various angles to ensure the maximum tax benefit is applied. Managing client relationships internally and externally by proactively seeking solutions that add value to the client experience. Business development and billing responsibility. Assist in preparation of marketing materials and presentation of internal and external webinar trainings. Coaching and mentoring staff. Working with the firm Wealth Transition Services team on various advisory and compliance projects. Who You Are You have a Bachelor's degree in Accounting and an active CPA license or JD/LLM (taxation). You have 5+ years of experience in gift, trust, and estate tax in public accounting, law firm, or a related field. You are a 1041 expert and have superb research and tax abilities, and are able to provide technically sound recommendations and evaluations. You are an excellent communicator -- your verbal and written communication skills are outstanding. The Wealth Transition Services Manager/Senior Manager will interact with clients in the high net worth and ultra-high net worth space and will speak to groups on wealth transition topics. You are a multi-tasking master and there is never a deadline you can't meet. You have experience developing business and networking. You are excited about working in a growing top-25 CPA firm and have the ability to assist with multiple engagements across the country. Must be authorized to work in the United States now or in the future without visa sponsorship. Making an Impact Together People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly. Compensation $92,000-$160,000 Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. Benefits Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. Next Steps We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page. For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws #LI-MB1 #LI-REMOTE
    $92k-160k yearly 4d ago
  • Wealth Transition Services Tax Manager - Tax & Estate Planning - Remote Eligible

    Eide Bailly 4.4company rating

    Irvine, CA jobs

    Work Arrangement: Remote, Hybrid, or In-office A Day in the Life A typical day as a Wealth Transition Services Tax Manager might include the following: Advising and consulting on the estate planning process to create plans based from the tax perspective on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow. Interpreting and reviewing various legal documents in relation to estate and business succession planning. Providing tax planning and consulting services to the firm's high net worth and ultra-high net worth clients. Technical research on estate, gift, GST, tax planning and compliance matters for internal clients. Looking at the tax situation of the individual and their estate/trusts from various angles to ensure the maximum tax benefit is applied. Additionally, you have knowledge and expertise on the income taxation of trusts and estates. Assisting clients which may have varied levels of estate planning knowledge. Managing client relationships internally and externally by proactively seeking solutions that add value to the client experience. Business development and billing responsibility. Assist in preparation of marketing materials and presentation of internal and external webinar trainings. Coaching and mentoring staff. Working with the firm Wealth Transition Services team on various projects. Who You Are You have a Bachelor's degree in Accounting and an active CPA license or JD/LLM (taxation). You have 4-8 years of experience in tax planning and estate planning in public accounting, law firms, or a related field. You are an excellent communicator -- your verbal and written communication skills are outstanding. The Wealth Transition Services Senior Manager will interact with clients with high net worth and ultra-high net worth and will speak to groups on wealth transition topics. You are able to lead and coordinate large estate/gift/GST tax planning engagements across the firm. You are a multi-tasking master and there is never a deadline you can't meet. You have experience developing business and networking. Must be authorized to work in the United States now or in the future without visa sponsorship. Making an Impact Together People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly. Compensation: $92,000-$160,000 Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. Benefits Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. Next Steps We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page. For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws #LI-MB1 #LI-REMOTE
    $92k-160k yearly 4d ago
  • Transaction Advisory Services Manager

    CBIZ 4.6company rating

    Denver, CO jobs

    #LI-DNI Responsibilities About the Practice CBIZ Transaction Advisory Services, part of CBIZ Private Equity Advisory, is the leading national due diligence team for middle market private equity groups and companies. Our team of M&A professionals has deep experience helping our clients make well-informed decisions that have a big impact on their investments. Our practice has experienced tremendous growth in recent years - more than doubling in size in just the past two years. Our team and our culture are truly what sets us apart from other firms. As such, our people are our number one priority and working for our firm means something different: Team members work remotely/virtually from anywhere in the U.S. You will develop collaborative, lasting professional and personal relationships with clients regardless of your level. You will receive meaningful support from firm leadership for substantial professional development. There will be variety in the clients that you work with and the deals that you work on. You will work in an environment and culture where your efforts matter to our team and clients. We offer market-leading compensation and a consistent track record of maximum bonus payout. Promotions and career advancement are based on ability and talent, not tenure - our merit-based promotions provide a significant opportunity to accelerate your career trajectory. Our unique approach to practice management offers opportunities for autonomy and consistency in schedule from week-to-week - allowing our people to better plan their work activities and personal lives. Business travel requirements are minimal. We place significant emphasis on the value of personal time. We understand that professional opportunities and advancement are important to you, but that time for family, friends and personal pursuits are essential to your life and overall fulfillment. Making sure that team members have flexibility at work, opportunities to enjoy evenings and weekends and to truly disconnect for holidays and time off is critical to each team member's professional engagement and personal well-being. When times get tough, we get tougher - and we stand by our people. We had 100% personnel retention during the pandemic - and we paid out full bonuses to our team members. While we want our people to stay with our firm for their entire careers, we are also realistic. We are committed to advancing your professional skills and career opportunities wherever they may lead. If you're looking to join a talented, rapidly growing, entrepreneurially minded team of M&A professionals where you can be your whole self, make an impact, advance your skills and deepen your experiences, then consider joining our Transaction Advisory Services team. About the Role Our team focuses on providing both buy side and sell side due diligence to private equity groups and companies across a variety of industries located throughout the U.S. You will have the opportunity to perform in-depth business analysis and advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions. Your work will drive recommendations in the context of key business trends, valuation considerations and deal structuring alternatives. Responsibilities Manage engagement team and coordinate with clients throughout the transaction process, including oversight of deliverables and delivering findings to clients Provide technical and advisory financial and accounting due diligence services to private equity clients and companies. Perform complex analyses, including analysis of cash flows, quality of assets and earnings, operating and profitability trends, working capital and identification of potential liabilities and risks. Responsible for engagement execution, including preparing deliverables and presenting key financial due diligence findings and concepts. Preferred Qualifications CPA (or meets the criteria to sit for the CPA exam) and knowledge of U.S. Generally Accepted Accounting Principles (GAAP) Master's degree in accounting or MBA (with an accounting undergraduate degree) A preferred minimum of 2-4 years of financial audit experience (preferably with a top ten public accounting firm), investment banking, financial due diligence, corporate finance, financial consulting or other M&A experience A minimum of 1-3 years of experience in the transaction advisory services practice of a top ten national accounting firm and a minimum of 1 year in the role of Manager within that practice. Team player with exceptional verbal and written communication skills Advanced MS Excel skills and strong working knowledge of other MS Office applications Self-motivated and demonstrated ability to learn and succeed in a fast-paced and unconventional work environment are essential Possess an uncommon drive and entrepreneurial spirit Qualifications Minimum Qualifications Bachelor's degree required 6 years of experience in related field 3 years of supervisory experience Must have and preserve required licenses Ability to manage all aspects of client engagements Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally Proficient use of applicable technology Must be able to travel based on client and business needs
    $86k-116k yearly est. Auto-Apply 60d+ ago
  • Wealth Transition Services Tax Manager - 1041 Expert - Remote Eligible

    Eide Bailly 4.4company rating

    Seattle, WA jobs

    Work Arrangement: Remote, Hybrid, or In-office A Day in the Life A typical day as a Wealth Transition Services Tax Manager might include the following: * Reviewing ultra-high net worth 1041s and answering technical firmwide 1041 questions (multi-state filings, complex analysis of pass-through entity, hedge funds, partnerships and S corporation implications for Form 1041 filings). * Working with tax staff to ensure 1041 tax returns are completed correctly by required deadlines and under firm processes. * Interpreting and reviewing various legal documents in relation to estate and business succession planning (including the income tax ramifications of trust funding and trust administration). * Technical research on income tax for trusts and estates for internal clients. * Assisting clients which may have varied levels of tax knowledge (including family office clients and corporate trust companies). * Looking at the tax situation of the individual and their estate/trusts from various angles to ensure the maximum tax benefit is applied. * Managing client relationships internally and externally by proactively seeking solutions that add value to the client experience. * Business development and billing responsibility. * Assist in preparation of marketing materials and presentation of internal and external webinar trainings. * Coaching and mentoring staff. * Working with the firm Wealth Transition Services team on various advisory and compliance projects. Who You Are * You have a Bachelor's degree in Accounting and an active CPA license or JD/LLM (taxation). * You have 5+ years of experience in gift, trust, and estate tax in public accounting, law firm, or a related field. * You are a 1041 expert and have superb research and tax abilities, and are able to provide technically sound recommendations and evaluations. * You are an excellent communicator -- your verbal and written communication skills are outstanding. The Wealth Transition Services Manager/Senior Manager will interact with clients in the high net worth and ultra-high net worth space and will speak to groups on wealth transition topics. * You are a multi-tasking master and there is never a deadline you can't meet. * You have experience developing business and networking. * You are excited about working in a growing top-25 CPA firm and have the ability to assist with multiple engagements across the country. Must be authorized to work in the United States now or in the future without visa sponsorship. Making an Impact Together People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly. Compensation $92,000-$160,000 Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. Benefits Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. Next Steps We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page. For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws #LI-MB1 #LI-REMOTE
    $92k-160k yearly Auto-Apply 60d+ ago
  • International Tax Services - Manager

    PwC 4.8company rating

    San Jose, CA jobs

    **Specialty/Competency:** International Tax Services **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 20% A career within International Tax Services will provide you with the opportunity to help PwC address their cross border tax needs both locally and globally by managing their global tax rates, finding areas of cost reduction, and responding to inquiries from regulatory authorities. You'll gain a global perspective and an awareness of tax issues stemming from changes to evolving business structures and geographic expansions. Our International Tax Services Generalist - Practice Support team advises PwC Client Services team advises clients on tax laws and reporting, legislation and planning strategies based on the geography and jurisdiction. You'll be assisting our team with local tax laws, reporting requirements, statutory filings, corporate strategy, transfer pricing and indirect tax and other international taxation needs. 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 Manager, 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: + Develop new skills outside of comfort zone. + Act to resolve issues which prevent the team working effectively. + Coach others, recognise their strengths, and encourage them to take ownership of their personal development. + Analyse complex ideas or proposals and build a range of meaningful recommendations. + Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. + Address sub-standard work or work that does not meet firm's/client's expectations. + Use data and insights to inform conclusions and support decision-making. + Develop a point of view on key global trends, and how they impact clients. + Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. + Simplify complex messages, highlighting and summarising key points. + Uphold the firm's code of ethics and business conduct. The Opportunity As part of the ITS Core team you are expected to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop exceptional deliverables. This role involves leveraging PwC's methodologies and technology resources to deliver exceptional work, cultivating meaningful client relationships, and inspiring your team while upholding PwC's quality standards. Responsibilities - Supervise, develop, and coach teams - Manage client service accounts and drive engagement workstreams - Independently solve and analyze complex problems - Develop exceptional deliverables - Leverage PwC's methodologies and technology resources - Cultivate meaningful client relationships - Inspire your team while upholding quality standards - Implement digitization, automation, and increased efficiencies What You Must Have - 4 years of experience - CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity - A Juris Doctorate (JD), Master of Laws (LLM), or Master's degree in Accounting or Taxation field of study What Sets You Apart - Knowledge of corporate and partnership taxation - Experience in international taxation consulting - Performing quantitative analyzes for tax compliance - Building and utilizing client relationships - Managing project workflow and budgets - Supervising teams and creating trust - Seeking diverse views for improvement - Coaching staff with meaningful feedback - Developing new relationships and selling 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 - $266,000. 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
    $99k-266k yearly 26d ago
  • State and Local Tax Financial Services Manager

    PwC 4.8company rating

    Sacramento, CA jobs

    Industry/Sector Not Applicable Specialism State & Local Tax (SALT) Management Level Manager A career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules. Our team helps our Financial Services clients transform risk and compliance related to state and local taxes into a business advantage by aligning their state tax plan with the business strategy. You'll focus on issues related to abandoned and unclaimed property, income and franchise tax, payroll and employment tax, credits and incentives, and indirect tax. 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 Manager, 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: * Develop new skills outside of comfort zone. * Act to resolve issues which prevent the team working effectively. * Coach others, recognise their strengths, and encourage them to take ownership of their personal development. * Analyse complex ideas or proposals and build a range of meaningful recommendations. * Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. * Address sub-standard work or work that does not meet firm's/client's expectations. * Use data and insights to inform conclusions and support decision-making. * Develop a point of view on key global trends, and how they impact clients. * Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. * Simplify complex messages, highlighting and summarising key points. * Uphold the firm's code of ethics and business conduct. The Opportunity As part of the State and Local Tax Financial Services team you are set to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables. You play a visible role in cultivating meaningful client relationships, inspiring your team, and navigating ambiguity, while upholding PwC's quality standards and contributing to the firm's purpose, principles, and broader business strategies. Responsibilities * Manage client service accounts and lead engagement workstreams * Develop, mentor, and supervise team members to deliver top-notch results * Independently tackle and resolve intricate problems * Foster and maintain significant client relationships * Inspire and guide teams through ambiguous scenarios * Maintain PwC's quality standards and support the firm's strategic objectives * Leverage technology and innovation to boost efficiency and effectiveness * Drive initiatives in digitization and automation to provide client impact What You Must Have * Bachelor's Degree in Accounting, Taxation * 4 years of experience * CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart * Master's Degree preferred * Broad knowledge in partnership tax compliance * Proficiency in tax return production and audit defense * Proficiency in tax consulting and structuring * Client relationship management skills * Proven leadership in supervising and coaching teams Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $99,000 - $266,000. 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: ***********************************
    $99k-266k yearly Auto-Apply 12d ago
  • State and Local Tax Financial Services Manager

    PwC 4.8company rating

    San Diego, CA jobs

    Industry/Sector Not Applicable Specialism State & Local Tax (SALT) Management Level Manager A career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules. Our team helps our Financial Services clients transform risk and compliance related to state and local taxes into a business advantage by aligning their state tax plan with the business strategy. You'll focus on issues related to abandoned and unclaimed property, income and franchise tax, payroll and employment tax, credits and incentives, and indirect tax. 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 Manager, 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: * Develop new skills outside of comfort zone. * Act to resolve issues which prevent the team working effectively. * Coach others, recognise their strengths, and encourage them to take ownership of their personal development. * Analyse complex ideas or proposals and build a range of meaningful recommendations. * Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. * Address sub-standard work or work that does not meet firm's/client's expectations. * Use data and insights to inform conclusions and support decision-making. * Develop a point of view on key global trends, and how they impact clients. * Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. * Simplify complex messages, highlighting and summarising key points. * Uphold the firm's code of ethics and business conduct. The Opportunity As part of the State and Local Tax Financial Services team you are set to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables. You play a visible role in cultivating meaningful client relationships, inspiring your team, and navigating ambiguity, while upholding PwC's quality standards and contributing to the firm's purpose, principles, and broader business strategies. Responsibilities * Manage client service accounts and lead engagement workstreams * Develop, mentor, and supervise team members to deliver top-notch results * Independently tackle and resolve intricate problems * Foster and maintain significant client relationships * Inspire and guide teams through ambiguous scenarios * Maintain PwC's quality standards and support the firm's strategic objectives * Leverage technology and innovation to boost efficiency and effectiveness * Drive initiatives in digitization and automation to provide client impact What You Must Have * Bachelor's Degree in Accounting, Taxation * 4 years of experience * CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart * Master's Degree preferred * Broad knowledge in partnership tax compliance * Proficiency in tax return production and audit defense * Proficiency in tax consulting and structuring * Client relationship management skills * Proven leadership in supervising and coaching teams Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $99,000 - $266,000. 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: ***********************************
    $99k-266k yearly Auto-Apply 12d ago
  • Wealth Transition Services Senior Manager - Estate & GST Reviewer - Remote Eligible

    Eide Bailly 4.4company rating

    Billings, MT jobs

    Work Arrangement: Remote, Hybrid, or In-office A Day in the Life A typical day as a Wealth Transition Services Senior Manager might include the following: * Reviewing United States Estate (and Generation-Skipping Transfer) Tax Returns (Form 706) and state level estate tax returns. * Working with staff to ensure estate and GST tax returns are completed correctly by required deadlines and under firm processes. * Interpreting and reviewing various legal documents (Wills, Trusts, and other instruments) in relation to estate and business succession planning (specifically estate tax considerations and the allocation of GST exemption and reporting considerations). * Technical research on estate, gift and GST tax for internal clients. * Assisting clients with high net worth or ultra-high net worth. * Looking at the tax situation of the individual and their estate from various angles to ensure the maximum tax benefit is applied. * Managing client relationships internally and externally by proactively seeking solutions that add value to the client experience. * Business development and billing responsibility. * Assist in preparation of marketing materials and presentation of internal and external webinar trainings. * Coaching and mentoring staff. Who You Are * You have a Bachelor's degree in Accounting and an active CPA license or JD/L.LM. (taxation) * You have 7+ years of experience in gift, trust, and estate tax in public accounting, law firm, or a related field. * You have expertise in estate and GST tax (interpretation and advisement on estate tax and GST provisions in estate planning documents) * You have significant experience in preparing and reviewing Federal and State level estate tax returns. * You have knowledge and expertise in various allocation rules for GST exemption, late allocations, and reporting considerations for transferors. * You are an excellent communicator -- your verbal and written communication skills are outstanding. The Wealth Transition Services Senior Manager will interact with clients in the high net worth and ultra-high net worth space and will speak to groups on wealth transition topics. * You are a multi-tasking master and there is never a deadline you can't meet. * You have experience developing business and networking. Must be authorized to work in the United States now or in the future without visa sponsorship. Making an Impact Together People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly. Compensation: $125,000-$200,000 Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. Benefits Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. Next Steps We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page. For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws #LI-MB1 #LI-REMOTE
    $125k-200k yearly Auto-Apply 60d+ ago
  • State and Local Tax Financial Services Manager

    PwC 4.8company rating

    San Francisco, CA jobs

    Industry/Sector Not Applicable Specialism State & Local Tax (SALT) Management Level Manager A career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules. Our team helps our Financial Services clients transform risk and compliance related to state and local taxes into a business advantage by aligning their state tax plan with the business strategy. You'll focus on issues related to abandoned and unclaimed property, income and franchise tax, payroll and employment tax, credits and incentives, and indirect tax. 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 Manager, 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: * Develop new skills outside of comfort zone. * Act to resolve issues which prevent the team working effectively. * Coach others, recognise their strengths, and encourage them to take ownership of their personal development. * Analyse complex ideas or proposals and build a range of meaningful recommendations. * Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. * Address sub-standard work or work that does not meet firm's/client's expectations. * Use data and insights to inform conclusions and support decision-making. * Develop a point of view on key global trends, and how they impact clients. * Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. * Simplify complex messages, highlighting and summarising key points. * Uphold the firm's code of ethics and business conduct. The Opportunity As part of the State and Local Tax Financial Services team you are set to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables. You play a visible role in cultivating meaningful client relationships, inspiring your team, and navigating ambiguity, while upholding PwC's quality standards and contributing to the firm's purpose, principles, and broader business strategies. Responsibilities * Manage client service accounts and lead engagement workstreams * Develop, mentor, and supervise team members to deliver top-notch results * Independently tackle and resolve intricate problems * Foster and maintain significant client relationships * Inspire and guide teams through ambiguous scenarios * Maintain PwC's quality standards and support the firm's strategic objectives * Leverage technology and innovation to boost efficiency and effectiveness * Drive initiatives in digitization and automation to provide client impact What You Must Have * Bachelor's Degree in Accounting, Taxation * 4 years of experience * CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart * Master's Degree preferred * Broad knowledge in partnership tax compliance * Proficiency in tax return production and audit defense * Proficiency in tax consulting and structuring * Client relationship management skills * Proven leadership in supervising and coaching teams Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $99,000 - $266,000. 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: ***********************************
    $99k-266k yearly Auto-Apply 12d ago
  • Digital Contact & Services Manager (AI & CCaaS)

    PwC 4.8company rating

    Irvine, CA jobs

    **Specialty/Competency:** Data, Analytics & AI **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 80% A career within Data and Analytics services will provide you with the opportunity to help organisations uncover enterprise insights and drive business results using smarter data analytics. We focus on a collection of organisational technology capabilities, including business intelligence, data management, and data assurance that help our clients drive innovation, growth, and change within their organisations in order to keep up with the changing nature of customers and technology. We make impactful decisions by mixing mind and machine to leverage data, understand and navigate risk, and help our clients gain a competitive edge. As part of our Analytics and Insights Consumption team, you'll analyze data to drive useful insights for clients to address core business issues or to drive strategic outcomes. You'll use visualization, statistical and analytics models, AI/ML techniques, Modelops and other techniques to develop these insights. 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 Manager, 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: + Develop new skills outside of comfort zone. + Act to resolve issues which prevent the team working effectively. + Coach others, recognise their strengths, and encourage them to take ownership of their personal development. + Analyse complex ideas or proposals and build a range of meaningful recommendations. + Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. + Address sub-standard work or work that does not meet firm's/client's expectations. + Use data and insights to inform conclusions and support decision-making. + Develop a point of view on key global trends, and how they impact clients. + Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. + Simplify complex messages, highlighting and summarising key points. + Uphold the firm's code of ethics and business conduct. **The Opportunity** As part of the Data, Analytics & AI team you are responsible for leading the design and development of Contact Center AI solutions and Conversational AI solutions that improve customer engagement and satisfaction, reduce customer service costs, and increase operational efficiency. As a Manager you are responsible for leading teams and managing client accounts, focusing on strategic planning and mentoring junior staff. You are accountable for achieving project success and maintaining exceptional standards, while enhancing your leadership style to motivate, develop, and inspire others to deliver quality. **Responsibilities** - Lead the design and development of Contact Center AI solutions - Mentor and support junior staff in their professional development - Manage client relationships and confirm the successful delivery of services - Create and execute strategic plans to address client requirements - Utilize technology to improve customer engagement and satisfaction - Verify timely and budget-conscious project completion - Encourage and inspire team members to deliver top-quality work - Uphold the utmost standards of ethical conduct and professionalism **What You Must Have** - Bachelor's Degree - 7 years of experience **What Sets You Apart** - Leading design and development of Contact Center AI solutions - Managing a team of AI consultants and developers - Managing end-to-end AI development lifecycle - Developing and implementing AI strategies - Working closely with stakeholders - Experience with Contact-Center-as-a-Service - Understanding of conversational AI platforms - Experience with data privacy and security regulations - Using natural language processing and machine learning 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: ***********************************
    $99k-232k yearly 60d+ ago
  • State and Local Tax Financial Services Manager

    PwC 4.8company rating

    California jobs

    Industry/Sector Not Applicable Specialism State & Local Tax (SALT) Management Level Manager A career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules. Our team helps our Financial Services clients transform risk and compliance related to state and local taxes into a business advantage by aligning their state tax plan with the business strategy. You'll focus on issues related to abandoned and unclaimed property, income and franchise tax, payroll and employment tax, credits and incentives, and indirect tax. 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 Manager, 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: * Develop new skills outside of comfort zone. * Act to resolve issues which prevent the team working effectively. * Coach others, recognise their strengths, and encourage them to take ownership of their personal development. * Analyse complex ideas or proposals and build a range of meaningful recommendations. * Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. * Address sub-standard work or work that does not meet firm's/client's expectations. * Use data and insights to inform conclusions and support decision-making. * Develop a point of view on key global trends, and how they impact clients. * Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. * Simplify complex messages, highlighting and summarising key points. * Uphold the firm's code of ethics and business conduct. The Opportunity As part of the State and Local Tax Financial Services team you are set to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables. You play a visible role in cultivating meaningful client relationships, inspiring your team, and navigating ambiguity, while upholding PwC's quality standards and contributing to the firm's purpose, principles, and broader business strategies. Responsibilities * Manage client service accounts and lead engagement workstreams * Develop, mentor, and supervise team members to deliver top-notch results * Independently tackle and resolve intricate problems * Foster and maintain significant client relationships * Inspire and guide teams through ambiguous scenarios * Maintain PwC's quality standards and support the firm's strategic objectives * Leverage technology and innovation to boost efficiency and effectiveness * Drive initiatives in digitization and automation to provide client impact What You Must Have * Bachelor's Degree in Accounting, Taxation * 4 years of experience * CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart * Master's Degree preferred * Broad knowledge in partnership tax compliance * Proficiency in tax return production and audit defense * Proficiency in tax consulting and structuring * Client relationship management skills * Proven leadership in supervising and coaching teams Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $99,000 - $266,000. 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: ***********************************
    $99k-266k yearly Auto-Apply 12d ago
  • Wealth Transition Services Tax Manager - Tax & Estate Planning - Remote Eligible

    Eide Bailly 4.4company rating

    Billings, MT jobs

    Work Arrangement: Remote, Hybrid, or In-office A Day in the Life A typical day as a Wealth Transition Services Tax Manager might include the following: * Advising and consulting on the estate planning process to create plans based from the tax perspective on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow. * Interpreting and reviewing various legal documents in relation to estate and business succession planning. * Providing tax planning and consulting services to the firm's high net worth and ultra-high net worth clients. * Technical research on estate, gift, GST, tax planning and compliance matters for internal clients. * Looking at the tax situation of the individual and their estate/trusts from various angles to ensure the maximum tax benefit is applied. Additionally, you have knowledge and expertise on the income taxation of trusts and estates. * Assisting clients which may have varied levels of estate planning knowledge. * Managing client relationships internally and externally by proactively seeking solutions that add value to the client experience. * Business development and billing responsibility. * Assist in preparation of marketing materials and presentation of internal and external webinar trainings. * Coaching and mentoring staff. * Working with the firm Wealth Transition Services team on various projects. Who You Are * You have a Bachelor's degree in Accounting and an active CPA license or JD/LLM (taxation). * You have 4-8 years of experience in tax planning and estate planning in public accounting, law firms, or a related field. * You are an excellent communicator -- your verbal and written communication skills are outstanding. The Wealth Transition Services Senior Manager will interact with clients with high net worth and ultra-high net worth and will speak to groups on wealth transition topics. * You are able to lead and coordinate large estate/gift/GST tax planning engagements across the firm. * You are a multi-tasking master and there is never a deadline you can't meet. * You have experience developing business and networking. Must be authorized to work in the United States now or in the future without visa sponsorship. Making an Impact Together People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly. Compensation: $92,000-$160,000 Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. Benefits Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. Next Steps We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page. For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws #LI-MB1 #LI-REMOTE
    $92k-160k yearly Auto-Apply 60d+ ago
  • State and Local Tax Financial Services Manager

    PwC 4.8company rating

    Los Angeles, CA jobs

    Industry/Sector Not Applicable Specialism State & Local Tax (SALT) Management Level Manager A career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules. Our team helps our Financial Services clients transform risk and compliance related to state and local taxes into a business advantage by aligning their state tax plan with the business strategy. You'll focus on issues related to abandoned and unclaimed property, income and franchise tax, payroll and employment tax, credits and incentives, and indirect tax. 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 Manager, 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: * Develop new skills outside of comfort zone. * Act to resolve issues which prevent the team working effectively. * Coach others, recognise their strengths, and encourage them to take ownership of their personal development. * Analyse complex ideas or proposals and build a range of meaningful recommendations. * Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. * Address sub-standard work or work that does not meet firm's/client's expectations. * Use data and insights to inform conclusions and support decision-making. * Develop a point of view on key global trends, and how they impact clients. * Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. * Simplify complex messages, highlighting and summarising key points. * Uphold the firm's code of ethics and business conduct. The Opportunity As part of the State and Local Tax Financial Services team you are set to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables. You play a visible role in cultivating meaningful client relationships, inspiring your team, and navigating ambiguity, while upholding PwC's quality standards and contributing to the firm's purpose, principles, and broader business strategies. Responsibilities * Manage client service accounts and lead engagement workstreams * Develop, mentor, and supervise team members to deliver top-notch results * Independently tackle and resolve intricate problems * Foster and maintain significant client relationships * Inspire and guide teams through ambiguous scenarios * Maintain PwC's quality standards and support the firm's strategic objectives * Leverage technology and innovation to boost efficiency and effectiveness * Drive initiatives in digitization and automation to provide client impact What You Must Have * Bachelor's Degree in Accounting, Taxation * 4 years of experience * CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart * Master's Degree preferred * Broad knowledge in partnership tax compliance * Proficiency in tax return production and audit defense * Proficiency in tax consulting and structuring * Client relationship management skills * Proven leadership in supervising and coaching teams Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $99,000 - $266,000. 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: ***********************************
    $99k-266k yearly Auto-Apply 12d ago
  • Manager, Transactions Advisory Services

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Woodland, CA jobs

    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 Manager to join our Transaction Advisory Service team within our Financial Advisory Services team. This is a great opportunity to be a valued business advisor and provide due diligence and transaction advisory services to our clients to meet their complex financial needs. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if: * You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve - Baker Tilly Industries * You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges * You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions * You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!) * You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow What You Will Do: * Data gathering, document review and preparation of quality of earnings reports. * Research and financial analysis of target companies. * Due diligence for both buy side and sell side transactions. * Communication with clients to ensure delivery of exceptional client service. * Participate in various marketing and recruiting activities of the firm. * Opportunities for career development and to advance within the transaction advisory services group. * Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community * Invest in your professional development individually and through participation in firm wide learning and development programs * Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Successful candidates will have: * 6+ years' experience in a large accounting firm in audit, financial advisory or transaction service lines * Relevant bachelor's degree in accounting, finance or related * Certified public accountant (CPA) preferred, not required * 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, experience presenting analyses to management and ability to lead and drive initiatives * Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries * Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings The compensation range for this role is $114,000-$180,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $114k-180k yearly Auto-Apply 28d ago
  • Manager, Transactions Advisory Services

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Irvine, CA jobs

    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 Manager to join our Transaction Advisory Service team within our Financial Advisory Services team. This is a great opportunity to be a valued business advisor and provide due diligence and transaction advisory services to our clients to meet their complex financial needs. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if: * You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve - Baker Tilly Industries * You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges * You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions * You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!) * You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow What You Will Do: * Data gathering, document review and preparation of quality of earnings reports. * Research and financial analysis of target companies. * Due diligence for both buy side and sell side transactions. * Communication with clients to ensure delivery of exceptional client service. * Participate in various marketing and recruiting activities of the firm. * Opportunities for career development and to advance within the transaction advisory services group. * Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community * Invest in your professional development individually and through participation in firm wide learning and development programs * Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Successful candidates will have: * 6+ years' experience in a large accounting firm in audit, financial advisory or transaction service lines * Relevant bachelor's degree in accounting, finance or related * Certified public accountant (CPA) preferred, not required * 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, experience presenting analyses to management and ability to lead and drive initiatives * Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries * Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings The compensation range for this role is $114,000-$180,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $114k-180k yearly Auto-Apply 28d ago
  • Manager, Transactions Advisory Services

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Los Angeles, CA jobs

    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 Manager to join our Transaction Advisory Service team within our Financial Advisory Services team. This is a great opportunity to be a valued business advisor and provide due diligence and transaction advisory services to our clients to meet their complex financial needs. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if: * You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve - Baker Tilly Industries * You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges * You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions * You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!) * You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow What You Will Do: * Data gathering, document review and preparation of quality of earnings reports. * Research and financial analysis of target companies. * Due diligence for both buy side and sell side transactions. * Communication with clients to ensure delivery of exceptional client service. * Participate in various marketing and recruiting activities of the firm. * Opportunities for career development and to advance within the transaction advisory services group. * Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community * Invest in your professional development individually and through participation in firm wide learning and development programs * Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Successful candidates will have: * 6+ years' experience in a large accounting firm in audit, financial advisory or transaction service lines * Relevant bachelor's degree in accounting, finance or related * Certified public accountant (CPA) preferred, not required * 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, experience presenting analyses to management and ability to lead and drive initiatives * Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries * Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings The compensation range for this role is $114,000-$180,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $114k-180k yearly Auto-Apply 28d ago
  • Manager, Transactions Advisory Services

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Sand City, CA jobs

    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 Manager to join our Transaction Advisory Service team within our Financial Advisory Services team. This is a great opportunity to be a valued business advisor and provide due diligence and transaction advisory services to our clients to meet their complex financial needs. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if: * You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve - Baker Tilly Industries * You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges * You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions * You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!) * You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow What You Will Do: * Data gathering, document review and preparation of quality of earnings reports. * Research and financial analysis of target companies. * Due diligence for both buy side and sell side transactions. * Communication with clients to ensure delivery of exceptional client service. * Participate in various marketing and recruiting activities of the firm. * Opportunities for career development and to advance within the transaction advisory services group. * Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community * Invest in your professional development individually and through participation in firm wide learning and development programs * Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Successful candidates will have: * 6+ years' experience in a large accounting firm in audit, financial advisory or transaction service lines * Relevant bachelor's degree in accounting, finance or related * Certified public accountant (CPA) preferred, not required * 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, experience presenting analyses to management and ability to lead and drive initiatives * Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries * Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings The compensation range for this role is $114,000-$180,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $114k-180k yearly Auto-Apply 28d ago
  • Transaction Advisory Services - Director

    Cohnreznick 4.7company rating

    California jobs

    As CohnReznick grows, so do our career opportunities. As one of the nation's top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do! CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients' unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia. We currently have an exciting career opportunity for a Director to join our Transaction Advisory Services practice. YOUR TEAM. This position will support our Transaction Advisory group. This group provides a wide suite of services to clients, giving you the opportunity to learn, grow, and build out your skills. As a member of this team, you'll interact with team members across all levels within the practice. WHY COHNREZNICK? At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your “why” at the firm. We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer. YOUR ROLE. Responsibilities include but not limited to: Act as a key player in buy-side and sell-side financial due diligence engagements from both private equity and strategic corporate buyers Analyze historical financial statements and evaluate operational trends to identify sustainable earnings for a variety of industries, including manufacturing, distribution, hospitality, high-technology, and healthcare Coordinate with team and management regarding client expectations concerning project deliverables and deadlines Effectively write and communicate engagement reports and deliverables to client management Mentor and coach staff Be market facing, participating in firm-organized and industry events, building relationships with prospects and referral sources to generate new business and expand existing business. The successful candidate will have: Bachelor's degree in Accountancy, Finance, or related field Strong Excel and PowerPoint skills CPA and other relevant professional certifications preferred Strong current knowledge of US GAAP, GAAS, SEC Reporting, transaction advisory services, or mergers and acquisitions 10+ plus years of combined audit and transaction advisory experience within various industries Ability to work additional hours as needed and travel out-of-town to clients as required Excellent analytical, problem-solving, and root cause determination skills Strong written and verbal communication and presentation skills Strong project management with the ability to work on multiple projects simultaneously in a team-oriented environment Action-oriented, decisive approach to work required, with the willingness to take a hands-on role to ensure the deliverables are met on time with high In addition, please take a moment to review our Universal Job Standards. Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles. In California, the salary range for a Transaction Advisory Director is $200,000 to $350,000. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded, and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few. To learn more about life at CohnReznick, visit Life at CohnReznick. "CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms. CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters. If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at CRaccommodation@CohnReznick.com Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses. CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. #GD #LI-JD1 #LI-Remote #LI-Hybrid
    $200k-350k yearly 60d+ ago
  • Director, Transaction Advisory Services

    Armanino 4.7company rating

    Service manager job at Armanino

    At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. Armanino's CFO Advisory Practice is comprised of a dedicated team providing accounting and financial advice to support to companies on a wide range of transactions and events. We are doers and problem solvers - helping CFOs be successful. Job Responsibilities Conduct Financial Due Diligence, including preparation of Quality of Earnings reports Work collaboratively with a diverse set of colleagues to serve clients in the areas of financial accounting matters and business processes: Purchase Price Accounting, Deal Structuring, Integration & Support, and IP Sales Prepare financial statements, typically in connection with acquisitions, carve-outs, proposed sale transactions, restatements, etc. including footnote disclosures Lead buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to companies and private equity investors with a focus on private equity deals. Manage and coordinate approach of client, Armanino's engagement teams, and third-party diligence providers throughout the transaction process. Analyze target company data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks which impact the valuation and negotiation with the target company. Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of management's budget, and indebtedness considerations. Oversee and execute on A+ client delivery; Execute services and deliverables around Operational and Technical Accounting; including Accounting Policies & Procedures, Financial Statement Close Process and Process & Controls Implementation Lead, mentor and professionally develop CFO Advisory team members, actively participating in the career advisory and performance review process Build team culture and environment for scaling a hyper-growth consulting business Cultivate relationships with senior executives at client companies and private equity sponsors and leverage them to generate projects Support the business development team with client delivery or sector specific expertise Foster culture of growth and a business development mindset Act as a thought leader in the market Provide high-quality consulting services by taking personal ownership for delivering client engagements that are fact-driven, solution oriented and meet Armanino's A+ Execution standard for quality Supervise execution teams, providing senior project leadership and managing evolving client management needs Requirements BS degree in Accounting, Finance, or another Business-related field is required Minimum 10 years of relevant professional experience working in a client serving role at a top-tier public accounting or financial advisory firm, and/or private industry experience at a senior level Strong Excel and PowerPoint skills Experienced in client advisory on financial accounting issues, and have an understanding of significant business events (mergers, acquisitions, and carve-outs) Exceptional writing, communication, interpersonal, presentation, organizational, management, analytical, decision-making and research skills. Proven experience successfully managing multiple complex projects at the same time, managing not only client/sponsor dynamics but internal team dynamics as well Able to effectively communicate complex issues and solutions Full of entrepreneurial spirit and comfortable in a fluid, flat organization Flexibility to work from home while collaborating in person half the time. Preferred Qualifications CPA “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: $200,000 - $240,000. 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.
    $200k-240k yearly Auto-Apply 8d ago

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