Baker Tilly Virchow Krause, LLP job in Appleton, WI
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
Are you interested in joining one of the fastest growing public accounting firms?
Would you like the ability to focus on the Real Estate & Construction sector and further become an expert for your clients?
If yes, consider joining Baker Tilly US (BT) as an Audit Senior Associate! This is a great opportunity to be a valued business advisor delivering industry-focused audit and other assurance services to middle market clients. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You will enjoy this role if:
You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve.
You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges.
You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions.
You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!).
You want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrow.
What you will do:
Be a trusted member of the engagement team providing various assurance and consulting services to industry specific clients:
Proactively engage with your clients throughout the year to gather needed information to complete testing and respond to questions raised.
Plan and supervise the execution of all audit engagement activities.
Review and perform substantive testing on client's balance sheets and income statements.
Conduct and review tests to assess deficiencies of internal controls and make recommendations for improvement.
Play an active role in discussions with the Manager and Partner relative to business recommendations resulting from testing performed and information gathered.
Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs.
Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients.
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.
Enjoy friendships, social activities and team outings that encourage a work-life balance.
Qualifications
Successful candidates will have:
Bachelor's degree in accounting or an undergraduate degree with sufficient coursework to sit for the CPA exam
CPA preferred or actively pursuing completion of exam
Two (2)+ years of experience providing financial statement auditing services within a public accounting firm
Real Estate & Construction experience a plus
Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
Strong leadership, project management, organizational and analytical skills, initiative, adaptability
Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred
$61k-74k yearly est. Auto-Apply 60d+ ago
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Tax Senior Manager
Baker Tilly Virchow Krause, LLP 4.6
Baker Tilly Virchow Krause, LLP job in Appleton, WI
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Are you interested in joining one of the fastest growing public accounting firms?
If yes, consider joining Baker Tilly (BT) as a Tax Senior Manager! This is a great opportunity to be a valued business advisor delivering tax advisory and compliance services to middle market clients. 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. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! 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'll enjoy this role if:
* You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve
* You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
* You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
* You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)
* You want to 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:
* Be a trusted member of the engagement team, providing various tax compliance and consulting services to industry specific clients:
* Be a valued tax business advisor, lead client relationships on day to day tax matters with various clients ranging from middle market to multinational
* Consult on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740
* Research various tax matters, responding to IRS and other tax authority inquiries, and make recommendations to the client for consideration
* Coordinate with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas
* Manage client engagement staffing, billings/collections, and ensure client profitability targets are met
* Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue
* Invest in your professional development individually and through participation in firm wide learning and development programs
* Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
* Enjoy friendships, social activities and team outings that encourage a work-life balance
Qualifications
Successful candidates will have:
* Bachelor's degree in accounting or law, or a similar degree in business, masters or advanced degree desirable
* CPA or JD required
* Eight (8)+ years' experience providing federal tax compliance and consulting services in a professional services firm
* Five (5)+ years' of supervisory experience, mentoring and counseling associates
* Demonstrated management, analytical, organization, interpersonal, project management, communication skills
* Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
* Highly developed software and Microsoft Suite skills
* Eligibility to work in the U.S. without sponsorship preferred
$75k-103k yearly est. Auto-Apply 51d ago
Associate - Fall 2026 - Fox Cities, WI
Cliftonlarsonallen 4.4
Appleton, WI job
We strive every day to exemplify our CLA values - curious, collaborative, transparent, inclusive, and reliable. We are looking for individuals who believe in accountability for one's actions, take the initiative to make their vision a reality and place honesty, professionalism, conscientiousness and trust above all else.
CLA is dedicated to building a culture that welcomes different beliefs and perspectives, so we can truly know and help our clients, communities, and each other.
Our Appleton, Fond du Lac, and Oshkosh locations are seeking Tax/Audit Associates.
Come and see for yourself!
PRIMARY RESPONSIBILITIES
Prepares individual, corporate, partnership, and other types of tax returns.
Performs audit, review, compilation, and other assurance services.
Gains experience, exposure, and knowledge of procedures, workpapers and systems.
Supports multiple client engagements on time and within budget, identifying issues and communicating progress.
Expands industry knowledge, through greater exposure to peers, clients, and formal training opportunities.
Completes research and special projects as needed.
Communicates effectively with clients and CLA family members on a regular basis.
MINIMUM REQUIREMENTS
Bachelor's degree required - Degree in Accounting or Finance strongly preferred.
Eligible to sit for the CPA exam per state requirements.
General knowledge of accounting principles and reporting of financial data.
Willingness to learn new technologies.
Proficient with Microsoft (MS) Windows and Office products.
Reliable transportation and willingness to travel to client sites.
#LI-SL1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
$49k-60k yearly est. Auto-Apply 9d ago
Client Relationship Associate - Wealth Advisory - Appleton, WI
Cliftonlarsonallen 4.4
Appleton, WI job
CLA is a top 10 national professional services firm where our purpose is to
create opportunities
every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
About the role:
This role is an integral member of the Wealth Advisory team and serves as a point of contact for Wealth Advisory clients. They provide high-quality support to clients while collaborating with Wealth Advisors.
Essential Job Functions:
Requires close collaboration with primary and secondary (when applicable) advisors responsible for serving clients.
Support strategies to retain and expand current client relationships.
Provide high-quality customer service and resolutions to clients, including handling of inbound calls and emails.
Collaborate with the Wealth Advisory team to help schedule, prepare for and document client meetings, including proposals.
Attend client meetings and provide support to Wealth Advisors to ensure that clients receive exceptional service.
Input client interactions and tasks into CRM
Ensure client data is complete, accurate and up to date across all wealth systems
Enter service requests in CRM to support all facets of a client relationship, including, but not limited to onboarding and account set up, account maintenance, money movement and trading requests (at the direction of licensed advisor)
Perform periodic monitoring of advisory team clients as directed by Primary Advisor. May include monitoring of cash balances, requirement minimum distributions, capital calls, annual disclosures.
Provide support to Wealth Advisory team on special projects
Requirements
Experience
3+ years of experience in investment industry preferred
Education
Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.
Certifications / Licenses
None required.
This job is working in our CLA office.
Our Perks:
Flexible PTO (designed to offer flexible time away for you!)
Up to 12 weeks paid parental leave
Paid Volunteer Time Off
Mental health coverage
Quarterly Wellness stipend
Fertility benefits
Complete list of benefits here
#LI-MU1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
$43k-54k yearly est. Auto-Apply 7d ago
Assurance Associate - Summer 2026 - Northeast WI
Cliftonlarsonallen 4.4
Green Bay, WI job
We strive every day to exemplify our CLA values - curious, collaborative, transparent, inclusive, and reliable. We are looking for individuals who believe in accountability for one's actions, take the initiative to make their vision a reality and place honesty, professionalism, conscientiousness and trust above all else.
CLA is dedicated to building a culture that welcomes different beliefs and perspectives, so we can truly know and help our clients, communities, and each other.
Our Green Bay, Manitowoc, and Sheboygan locations are seeking an Assurance Associate.
Come and see for yourself!
PRIMARY RESPONSIBILITIES
Assists with the detail work of audits, reviews and other assurance services for local government and not-for-profit clients.
Prepares financial statements, related disclosures and other required reports.
Prepares Form 990 returns for not-for-profit clients.
Gains experience, exposure, and knowledge of procedures, workpapers and systems.
Supports multiple client engagements on time and within budget, identifying issues and communicating progress.
Expands industry knowledge, through greater exposure to peers, clients, and formal training opportunities.
Completes research and special projects as needed.
Communicates effectively with clients and CLA family members on a regular basis.
MINIMUM REQUIREMENTS
Bachelor's degree required - Degree in Accounting or Finance strongly preferred.
Achieving credit requirements to be eligible to sit for the CPA exam per state requirements.
General knowledge of accounting principles and reporting of financial data.
Willingness to learn new technologies.
Proficient with Microsoft (MS) Windows and Office products.
Reliable transportation and willingness to travel to client sites.
#LI-SL1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
We recognize that not everyone wants to grow their career paths in the same way. That's why CLA exists to
create opportunities
. With 8500 employees and over 130 offices nationwide, We promise to know you and help you! If you answer YES to these questions, then our CAAS (
Client Accounting & Advisory Services
) practice could be a great fit for you!
Do you have an accounting background but are bored of doing the same tasks each month for just one company?
Do you crave variety in the type of work you do and the clients you serve?
Do you like to travel to clients and thrive during face-to-face interactions?
Do you want the stability and backing of a top 10 national firm?
CLA is looking to hire a Chief Financial Officer with Healthcare industry experience for our growing CAAS group, based out of either one of our Wisconsin office locations, including Green Bay, Manitowoc, Sheboygan, Milwaukee, or Racine WI.
As a Chief Financial Officer, you will...
Perform CFO functions as part of the client's accounting services team.
Be accountable for identifying and implementing best practices related to the services provided to add value to the client.
Work with client to set financial policy and be an active participant in, and driver of, the overall strategy.
Drive capital planning, risk management, ratio and KPI analysis, and board of director interactions.
Lead financial administration, planning, and budgeting.
Oversee longer-term budget planning and cost management.
Monitor progress of budgets and presents operational metrics.
Ensure financial staff maintains financial record systems in accordance with appropriate principles and monitors the use of funds.
Manage cash flow and forecasting, directing financial accounting.
Coordinate audit activities.
Ability to effectively and efficiently manage multiple client engagements.
Build strong client relationships and becomes a key member of client management team.
Ability to develop key external business network and becomes service and industry thought leader.
Job Requirements:
Experience: 8 years of relevant accounting and/or financial experience is required. Healthcare industry experience is highly preferred!
Education: Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.
CPA certification preferred but not required.
Prior project management and client management experience preferred but not required.
Comfortable in fast paced environment and skilled in multitasking.
Travel: Ability to do frequent local travel to/from client sites and may require occasional non-local or overnight travel for client visits, training, meetings and/or other business-related purposes.
Our Perks...
Flexible PTO (designed to offer flexible time away for you!)
Up to 12 weeks paid parental leave.
Paid Volunteer Time Off
Mental health coverage
Quarterly Wellness stipend
Fertility benefits
Complete list of benefits here
#LI-TT1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
$86k-146k yearly est. Auto-Apply 57d ago
Accounting Senior (CAAS - Manufacturing Industry)
Cliftonlarsonallen 4.4
Appleton, WI job
CLA is a top 10 national professional services firm where our purpose is to
create opportunities
every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
Our Perks:
Flexible PTO (designed to offer flexible time away for you!)
Up to 12 weeks paid parental leave
Paid Volunteer Time Off
Mental health coverage
Quarterly Wellness stipend
Fertility benefits
Complete list of benefits here
CLA is currently seeking an Accounting Senior with experience, to join our CAAS (Manufacturing Industry) group in our Appleton (Fox Cities) or Milwaukee, WI office.
Job Responsibilities:
• Client Service: Develops an understanding of each client's business/organization operations. Competent in management of multiple clients, software, and chart of accounts on a daily, weekly, and monthly basis.
• Day to Day Transactions: Leads coordination and processing of accounts payable, cash disbursements, accounts receivable, cash receipts and posting/recording of payroll transactions.
• Month End Processing: Coordinates and reviews account reconciliations (i.e. prepaids, accounts receivable, fixed assets, accounts payable, and accruals.) Completes complex account reconciliations (investments, debt, industry specific, etc.) Prepares, understands, and reviews financial statements (basic to complex.) Reviews general ledger, cashflow, allocations, etc. Proactively creates process and procedure documentation and builds their own backup.
• Other Quarterly/Annual Processing: Completes sales tax returns and Form 1099s and preparing audit workpapers, tax return workpapers, and other forms or items as requested by clients.
• Oversee workflow and quality of work of Associates and Analysts. Supervise and ensure the efficiency and quality of work produced by Associates and Analysts.
• Special Projects: Assists with projects for internal audit, due diligence, system selection, and other consultative projects.
Job Requirements:
• 2 years of relevant accounting and/or financial experience is required.
• Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree.
#LI-NM1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
$53k-61k yearly est. Auto-Apply 60d+ ago
Senior Wealth Advisor - Wealth Advisory - Green Bay, WI
Clifton Larson Allen 4.4
Green Bay, WI job
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
About the role:
CLA is looking to hire a Senior Wealth Advisor to work in our Green Bay, WI office.
The Senior Wealth Advisor (SWA) serves as a relationship manager providing "Total Wealth Advisory" services to their clients. Total Wealth Advisory is a comprehensive service that revolves around a personal financial plan and includes advice on all of clients financial and tax needs. The SWA should have advanced knowledge in tax, investments, financial planning, insurance and estate and retirement planning. The SWA will manage a book of client relationships and will delegate work as appropriate.
Essential Job Functions
* Financial Planning: Gather data from clients in the planning process. Oversee and delegate financial planning work. Deliver financial plans to clients and make recommendations.
* Client Support: Manage existing & new referral relationships.
* Technical Competencies: Maintain a working knowledge/competency of appropriate systems applications utilized by firm. Proficient with Microsoft (MS) Office products, including Word, Excel, PowerPoint, Outlook, and Adobe.
Requirements:
Experience:
* Minimum of EIGHT (8) years of progressively responsible financial services experience.
Education:
* Bachelor's degree in Accounting, Finance, or a related field. Certifications/Licenses:
* FINRA Series 65 or 66 Required.
* Existing Transferrable Book of Business Preferred.
* CFP certification or equivalent required. Relevant experience may be accepted in lieu of certification.
Our Perks:
* Flexible PTO (designed to offer flexible time away for you!)
* Up to 12 weeks paid parental leave
* Paid Volunteer Time Off
* Mental health coverage
* Quarterly Wellness stipend
* Fertility benefits
* Complete list of benefits here
This role is eligible for discretionary bonuses based on company performance and other factors.
#LI-MU1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
$103k-128k yearly est. Auto-Apply 6d ago
Oracle HCM Integration and Reporting Lead (Manager)
Grant Thornton 4.6
Appleton, WI job
The Oracle HCM Integration and Reporting Lead is a strategic leader responsible for overseeing a team dedicated to managing, creating, and maintaining all People data reporting and visualization requirements for the Oracle HCM product suite. This role ensures the delivery of accurate, timely, and actionable reports and dashboards, upholds data integrity and governance, and identifies opportunities to streamline and proactively enhance reporting solutions. The Lead will collaborate with cross-functional teams, drive process improvements, and champion best practices in Oracle reporting and data management.
Key Responsibilities
+ Team Leadership & Oversight
+ Lead, mentor, and develop a team of reporting specialists and analysts.
+ Set clear goals, monitor performance, and foster a culture of continuous improvement and collaboration.
+ Reporting Strategy & Delivery
+ Provide hands-on expertise in regular report and data model development, along with ongoing maintenance and support of existing reports/extracts
+ Oversee the design, development, and maintenance of reports and dashboards using Oracle reporting tools (OTBI, BI Publisher, HCM Extracts, SQL, Power BI, Fusion Analytics)
+ Ensure all reporting requests are prioritized, managed, and delivered to meet business needs and deadlines.
+ Drive the adoption of proactive reporting solutions, including automated and predictive analytics.
+ Integration Management
+ Lead the setup and implementation of integrations from or into Oracle HCM, ensuring seamless data flow and system alignment.
+ Oversee the design, implementation, and ongoing maintenance of integrations between Oracle HCM and other enterprise systems (e.g., payroll, benefits, finance, Snowflake, Active Directory).
+ Ensure data flows are accurate, timely, and compliant with internal and external standards.
+ Governance & Compliance
+ Establish and enforce data governance policies, privacy standards, and regulatory compliance for all People data reporting.
+ Maintain documentation retention and quality control for all report/dashboard requirements and enhancement requests.
+ Stakeholder Engagement
+ Partner with Oracle Managers, business leaders, HR, IT, and other teams to provide feedback on system enhancements and implement updated configurations.
+ Communicate technical solutions and reporting insights in clear, business-friendly language to stakeholders at all levels.
+ Continuous Improvement
+ Identify and implement process improvements to streamline reporting workflows and enhance data quality.
+ Stay current with Oracle best practices and participate in professional networks (e.g., Oracle Customer Connect).
+ End User Enablement
+ Provide guidance and training to end users, ensuring report functionality is understood and utilized effectively.
Required Skills and Experience
+ Bachelor's degree in Business, Information Systems, Computer Science, or related field.
+ 5+ years of experience developing and managing Oracle HCM reports and integrations, including OTBI, BI Publisher, and data models.
+ Proven experience leading teams and managing complex reporting projects.
+ Strong understanding of functional requirements and business processes related to People data.
+ Proficiency with MS Office suite, especially Excel; experience with Power BI preferred.
+ Demonstrated ability to manage multiple tasks, meet deadlines, and work independently or as part of a team.
+ Strong attention to detail and commitment to quality.
+ Excellent written and verbal communication skills, including presentation abilities.
+ Aptitude for understanding business processes, drivers, and KPIs.
+ Experience with data governance, privacy, and regulatory compliance.
+ Experience with Oracle Fusion Analytics and other advanced data visualization tools.
+ Knowledge of HR, payroll, benefits, and finance integrations.
+ Experience supporting quarterly Oracle updates and ensuring reporting tools/systems remain current.
+ Ability to drive change and foster innovation in reporting and analytics.
The base salary range for this position in the firm's Chicago, IL, Downers Grove, IL, Denver, CO and Baltimore, MD offices only is between $120,000 and $180,000 per year.
About Us
At Grant Thornton, we believe in making business more personal and building trust into every result - for our clients and you. Here, we go beyond your expectations of a career in professional services by offering a career path with more: more opportunity, more flexibility, and more support. It's what makes us different, and we think being different makes us better.
In the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services.
In 2025, Grant Thornton formed a multinational, multidisciplinary platform with Grant Thornton Ireland. The platform offers a premier Trans-Atlantic advisory and tax practice, as well as independent American and Irish audit practices. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
Grant Thornton is part of the Grant Thornton International Limited network, which provides access to its member firms in more than 150 global markets.
About the Team
The team you're about to join is ready to help you thrive. Here's how:
- Whether it's your work location, weekly schedule, or flex time off, we empower you with the options to work in the way that best serves your clients and your life. Consistent with the firm's hybrid work model, this position will require in-person attendance at least two days per week, either at a GT office or client site.
- Here, you are supported to prioritize your overall well-being through work-life integration options that work best for you and those in your household.
- We understand that your needs, responsibilities and experiences are different - and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. See how at ******************
- When it comes to inclusion, we are committed to doing more than checking boxes. Explore all the ways we're taking action for diversity, equity & inclusion at ******************
Here's what you can expect next:
If you apply and are selected to interview, a Grant Thornton team member will reach out to you to schedule a time to connect. We encourage you to also check out other roles that may be a good fit for you or get to know us a little bit better at ******************.
Benefits:
We understand that your needs, responsibilities and experiences are different, and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. For an overview of our benefit offerings, please visit: **********************************************************
+ Benefits for internship positions: Grant Thornton interns are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Interns also receive a minimum of 72 hours of paid sick leave and are paid for firm holidays that fall within their internship period.
+ Benefits for seasonal employee positions: Grant Thornton seasonal employees are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Seasonal employees may also be eligible to participate in the firm's 401(k) savings plan and employee retirement plan in accordance with applicable plan terms and eligibility requirements. Seasonal employees receive a minimum of 72 hours of paid sick leave.
Grant Thornton employees may be eligible for a discretionary, annual bonus based on individual and firm performance, subject to the terms, conditions and eligibility criteria of the applicable bonus plan or program. Interns and seasonal employees are not eligible for bonus compensation.
Additional Details:
It is the policy of Grant Thornton to promote equal employment opportunities. All personnel decisions (including, but not limited to, recruiting, hiring, training, working conditions, promotion, transfer, compensation, benefits, evaluations, and termination) are made without regard to race, color, religion, national origin, sex, age, marital or civil union status, pregnancy or pregnancy-related condition, sexual orientation, gender identity or expression, citizenship status, veteran status, disability, handicap, genetic predisposition or any other characteristic protected by applicable federal, state, or local law.
Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is the policy of Grant Thornton to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. To make an accommodation request, please contact ****************.
For Los Angeles Applicants only: We 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.
For Massachusetts Applicants only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Grant Thornton does not require or administer lie detector tests as a condition of employment or continued employment.
$120k-180k yearly 60d+ ago
Seasonal Tax Preparer
Cliftonlarsonallen 4.4
Appleton, WI job
CLA is a top 10 national professional services firm where our purpose is to
create opportunities
every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
CLA is seeking to hire an experienced Seasonal Tax Preparer to join our talented tax team. The position offers flexibility and a collaborative work environment.
This role prepares tax returns for clients as individuals or businesses. They play a key role in helping individuals and businesses comply with tax laws and regulations, while minimizing tax liabilities and maximizing tax savings.
This role is intended for casual and/or seasonal family members.
How you'll
create opportunities
in this Seasonal Tax Preparer role:
Tax Preparation: Prepare 1040 forms for individual income tax returns and files tax returns electronically or by mail. Maintains accurate records of tax returns and related documents. Ensure tax return compliance with tax laws and regulations, including federal, state, and local tax laws.
Consultation: Calculate tax liabilities and refunds based on the information provided. Identify and apply any available tax deductions, credits, or exemptions that may be applicable to the taxpayer's situation. May perform detailed reviews on tax returns, research, and compliance work with an emphasis on calculations, accounting theory, and tax law compliance. Maintain technical tax skills through continuing professional education, on the job training and participation in internal tax training sessions. Perform tax research where appropriate
Administrative: Collect and organize tax-related documents, such as income statements, expense receipts, and investment records, and enter data from these documents into tax preparation software.
Client Management: Communicate directly with clients to answer questions and provide guidance on tax-related matters. Record billable time in billing system to ensure timely client billing/invoicing.
What you will need:
1 year of relevant experience in tax return preparation preferred
High School Diploma or equivalent required.
Associates degree preferred.
#LI-NG1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
$41k-56k yearly est. Auto-Apply 3d ago
Head of Global Product - Tax (Sr. Director)
Grant Thornton 4.6
Appleton, WI job
We are seeking an experienced and strategic leader to serve as the Head of Global Product - Tax. This new role will drive the execution of Grant Thornton's product strategy for the Tax service line, overseeing the development, prototyping, and launch of innovative, AI-enabled solutions that enhance our professional tax services globally. The Head of Global Product - Tax will lead distributed teams across multiple markets and regions ensuring operational excellence and measurable impact.
Key Responsibilities
+ Execute the global product strategy for Tax, aligning with Tax business objectives and market needs.
+ Shape and communicate the product vision and roadmap for Tax, collaborating across the Tax practice and Technology organization, and ensuring alignment with firm goals and market needs.
+ Focus on use case development and requirements gathering for Tax products, ensuring alignment with business needs and practitioner insights.
+ Build strong relationships with Tax leaders, Technology leaders, and key corporate stakeholders (Risk, Legal, Compliance, Finance, HR, Operations) to ensure product initiatives meet enterprise requirements and drive business value.
+ Partner with the Head of Product Innovation and the innovation engineering team on prototyping and MVP development, providing subject matter expertise and ensuring solutions meet Tax practice requirements.
+ Collaborate with the Technology Transformation group to drive change management and adoption of new products, and oversee the allocation of product investments to ensure optimal resource distribution and ROI.
+ Collaborate with the Technology Transformation group to drive change management and adoption of new products, ensuring successful implementation and sustained impact across the global Tax practice.
+ Build and scale product capabilities across international delivery centers.
+ Standardize processes and governance to ensure consistency and quality across regions.
+ Leverage data, automation, and AI to drive efficiency and innovation in tax service delivery.
+ Foster a culture of collaboration, accountability, and technical excellence within global teams.
+ Conduct market research and competitive analysis, define and track key performance indicators (KPIs), and leverage customer feedback and data to drive continuous product improvement and ensure customer satisfaction.
+ Engage with industry forums and peer product leaders to stay current with trends and best practices, and oversee talent acquisition and development strategies for the global Tax product team.
+ Communicate product vision, progress, and impact to executive leadership and stakeholders.
Qualifications
+ 10+ years of experience in product management or product development, with significant exposure to tax services in a professional services environment.
+ Demonstrated experience working within professional services tax practices, with a strong grasp of the professional landscape's service offerings, client needs, and operational processes.
+ Deep understanding of tax compliance frameworks and industry standards that can be enabled by technology-enabled service delivery.
+ Proven ability to collaborate with tax leadership and practitioners to identify opportunities for product-driven innovation.
+ Proven success in leading global, cross-functional teams and delivering complex products at scale.
+ Strong understanding of tax processes, regulatory requirements, and technology trends (AI, automation, data platforms).
+ Bachelor's degree in a relevant field required; advanced degree (MBA, MST, or similar) preferred.
+ Excellent communication, leadership, and organizational skills.
+ Experience working in or with global delivery centers is highly valued.
Preferred Experience
+ Experience in Big 4 or major professional services firms.
+ Familiarity with Agile and Lean methodologies.
+ Experience with cloud-based data platforms and workflow automation tools.
+ Understanding of regulatory environments across regions (e.g., CAMT, ASC 606, Tangible Property Regulations, Foreign Tax Credit rules, VAT).
+ Multilingual or experience working in multilingual environments.
The base salary range for this position in the firm's Chicago, IL, Downers Grove, IL, Denver, CO and Baltimore, MD offices only is between $206,300 and $343,800 per year.
The base salary range for this position in the firm's Washington, DC, Bellevue, WA, Los Angeles, CA, Newport Beach, CA San Diego, CA, Iselin, NJ and New York, NY offices only is between $222,804 and $371,304 per year.
The base salary range for this position in the firm's San Francisco, CA and San Jose, CA offices only is between $237,245and $395,370 per year.
About Us
At Grant Thornton, we believe in making business more personal and building trust into every result - for our clients and you. Here, we go beyond your expectations of a career in professional services by offering a career path with more: more opportunity, more flexibility, and more support. It's what makes us different, and we think being different makes us better.
In the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services.
In 2025, Grant Thornton formed a multinational, multidisciplinary platform with Grant Thornton Ireland. The platform offers a premier Trans-Atlantic advisory and tax practice, as well as independent American and Irish audit practices. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
Grant Thornton is part of the Grant Thornton International Limited network, which provides access to its member firms in more than 150 global markets.
About the Team
The team you're about to join is ready to help you thrive. Here's how:
- Whether it's your work location, weekly schedule, or flex time off, we empower you with the options to work in the way that best serves your clients and your life. Consistent with the firm's hybrid work model, this position will require in-person attendance at least two days per week, either at a GT office or client site.
- Here, you are supported to prioritize your overall well-being through work-life integration options that work best for you and those in your household.
- We understand that your needs, responsibilities and experiences are different - and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. See how at ******************
- When it comes to inclusion, we are committed to doing more than checking boxes. Explore all the ways we're taking action for diversity, equity & inclusion at ******************
Here's what you can expect next:
If you apply and are selected to interview, a Grant Thornton team member will reach out to you to schedule a time to connect. We encourage you to also check out other roles that may be a good fit for you or get to know us a little bit better at ******************.
Benefits:
We understand that your needs, responsibilities and experiences are different, and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. For an overview of our benefit offerings, please visit: **********************************************************
+ Benefits for internship positions: Grant Thornton interns are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Interns also receive a minimum of 72 hours of paid sick leave and are paid for firm holidays that fall within their internship period.
+ Benefits for seasonal employee positions: Grant Thornton seasonal employees are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Seasonal employees may also be eligible to participate in the firm's 401(k) savings plan and employee retirement plan in accordance with applicable plan terms and eligibility requirements. Seasonal employees receive a minimum of 72 hours of paid sick leave.
Grant Thornton employees may be eligible for a discretionary, annual bonus based on individual and firm performance, subject to the terms, conditions and eligibility criteria of the applicable bonus plan or program. Interns and seasonal employees are not eligible for bonus compensation.
Additional Details:
It is the policy of Grant Thornton to promote equal employment opportunities. All personnel decisions (including, but not limited to, recruiting, hiring, training, working conditions, promotion, transfer, compensation, benefits, evaluations, and termination) are made without regard to race, color, religion, national origin, sex, age, marital or civil union status, pregnancy or pregnancy-related condition, sexual orientation, gender identity or expression, citizenship status, veteran status, disability, handicap, genetic predisposition or any other characteristic protected by applicable federal, state, or local law.
Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is the policy of Grant Thornton to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. To make an accommodation request, please contact ****************.
For Los Angeles Applicants only: We 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.
For Massachusetts Applicants only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Grant Thornton does not require or administer lie detector tests as a condition of employment or continued employment.
The Associate Director, GTech Finance Management & Reporting is responsible for overseeing all financial activities within GTech (IT). This includes strategic financial reporting, and direct liaison with Grant Thornton's Finance & Accounting teams to support monthly accruals, resolve invoicing inquiries, and manage discrepancies. The role also encompasses full ownership of the day-to-day financial operations, including contract workflow and the end-to-end vendor payment process, ensuring accuracy, compliance, and timely execution of transactions.
Key Responsibilities:
+ Lead and manage daily financial operations, including oversight of accounts payable, invoice validation, coding, and reconciliation against contracts and purchase orders.
+ Own the end-to-end vendor payment process, ensuring all payments are processed efficiently, accurately, and in compliance with contractual obligations.
+ Serve as the primary point of contact for vendor financial matters, managing disputes, interpreting financial contracts, and resolving issues to completion.
+ Assist in preparing budgets for GTech initiatives
+ Prepare and analyze Managed Services contractual financial charges and key supplier relationships.
+ Support the GTech cost savings initiatives.
+ Assist the Director, Finance Management and Reporting in developing annual budgets, maintain monthly forecasts and multi-year business plans.
+ Provide comprehensive financial reporting including budget variances, personnel time tracking, and project budget management.
+ Oversee financial analysts and ensure the development and maintenance of robust financial reporting packages and metrics, leveraging tools such as Ariba.
+ Identify and implement process improvements to streamline financial operations and enhance efficiency.
+ Support the ISQM audit efforts as it relates to IT systems and processes
Qualifications:
+ Bachelor's degree in Accounting, Finance, Business, or related field.
+ Minimum ten years of relevant experience, including people management roles.
+ Experience with SAP Products (i.e. Ariba, S4HANA) and global financial management preferred.
+ Proven experience in Outsourcing Industry, Vendor Management, and Financial Management of Commercial Managed Services Contracts.
+ Strong analytical, organizational, and process improvement skills.
+ Advanced proficiency in Microsoft Suite: Outlook, Word, Excel, and PowerPoint.
+ Demonstrated ability to lead change and drive continuous improvement.
+ Deep understanding of business operations and alignment of financial activities with strategic business goals.
The base salary range for this position in the firm's Chicago, IL, Downers Grove, IL, Denver, CO, Reno, NV, Cleveland, OH and Baltimore, MD offices only is between $144,000 and $216,000 per year.
The base salary range for this position in the firm's Washington, DC, Bellevue, WA, Los Angeles, CA, Newport Beach, CA San Diego, CA, Boston, MA, Iselin, NJ and New York, NY offices only is between $155,500 and $233,300 per year.
The base salary range for this position in the firm's San Francisco, CA and San Jose, CA offices only is between $ 165,600 and $248,400 per year.
About Us
At Grant Thornton, we believe in making business more personal and building trust into every result - for our clients and you. Here, we go beyond your expectations of a career in professional services by offering a career path with more: more opportunity, more flexibility, and more support. It's what makes us different, and we think being different makes us better.
In the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services.
In 2025, Grant Thornton formed a multinational, multidisciplinary platform with Grant Thornton Ireland. The platform offers a premier Trans-Atlantic advisory and tax practice, as well as independent American and Irish audit practices. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
Grant Thornton is part of the Grant Thornton International Limited network, which provides access to its member firms in more than 150 global markets.
About the Team
The team you're about to join is ready to help you thrive. Here's how:
- Whether it's your work location, weekly schedule, or flex time off, we empower you with the options to work in the way that best serves your clients and your life. Consistent with the firm's hybrid work model, this position will require in-person attendance at least two days per week, either at a GT office or client site.
- Here, you are supported to prioritize your overall well-being through work-life integration options that work best for you and those in your household.
- We understand that your needs, responsibilities and experiences are different - and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. See how at ******************
- When it comes to inclusion, we are committed to doing more than checking boxes. Explore all the ways we're taking action for diversity, equity & inclusion at ******************
Here's what you can expect next:
If you apply and are selected to interview, a Grant Thornton team member will reach out to you to schedule a time to connect. We encourage you to also check out other roles that may be a good fit for you or get to know us a little bit better at ******************.
Benefits:
We understand that your needs, responsibilities and experiences are different, and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. For an overview of our benefit offerings, please visit: **********************************************************
+ Benefits for internship positions: Grant Thornton interns are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Interns also receive a minimum of 72 hours of paid sick leave and are paid for firm holidays that fall within their internship period.
+ Benefits for seasonal employee positions: Grant Thornton seasonal employees are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Seasonal employees may also be eligible to participate in the firm's 401(k) savings plan and employee retirement plan in accordance with applicable plan terms and eligibility requirements. Seasonal employees receive a minimum of 72 hours of paid sick leave.
Grant Thornton employees may be eligible for a discretionary, annual bonus based on individual and firm performance, subject to the terms, conditions and eligibility criteria of the applicable bonus plan or program. Interns and seasonal employees are not eligible for bonus compensation.
Additional Details:
It is the policy of Grant Thornton to promote equal employment opportunities. All personnel decisions (including, but not limited to, recruiting, hiring, training, working conditions, promotion, transfer, compensation, benefits, evaluations, and termination) are made without regard to race, color, religion, national origin, sex, age, marital or civil union status, pregnancy or pregnancy-related condition, sexual orientation, gender identity or expression, citizenship status, veteran status, disability, handicap, genetic predisposition or any other characteristic protected by applicable federal, state, or local law.
Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is the policy of Grant Thornton to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. To make an accommodation request, please contact ****************.
For Los Angeles Applicants only: We 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.
For Massachusetts Applicants only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Grant Thornton does not require or administer lie detector tests as a condition of employment or continued employment.
$165.6k-248.4k yearly 8d ago
Tax Intern - Summer 2027
Grant Thornton 4.6
Appleton, WI job
Tax Intern During your internship at Grant Thornton, you will be exposed to tax procedures including tax consulting and tax return preparation which will involve tax research, tax planning, and the preparation of supporting work papers on various tax returns and projects. You will have an opportunity to work alongside Partners, Senior Executives, and peers as a member of the engagement team. Additionally, you will have an opportunity to learn new skillsets, be involved in office community activities, and build lasting relationships with members of the Grant Thornton team.
ESSENTIAL DUTIES AND RESPONSIBILITIES
+ Reviewing data input, identifying and resolving technical tax issues, and assisting in the review of tax preparations completed by our firm in India
+ Responding to inquiries from the IRS and other taxing authorities
+ Identifying, researching, and assessing various tax issues while also providing information to senior staff members
+ Identifying and carrying out other projects as assigned
+ Collaboratively working with client team members while building rapport and strong client relationships
+ Working on a variety of client engagements in varying industries
+ Networking with your peers
+ Meeting with your mentor for regular feedback and professional development discussions
+ Connecting with fellow interns and Grant Thornton staff at social events
+ Participating in team-building exercises
+ Giving back to the community through outreach activities
+ Sharpening your leadership skills
+ Other duties as assigned
QUALIFICATIONS
+ Pursuing a Bachelor's or Master's degree in Accounting
+ Minimum major and overall GPA of 3.0/4.0 preferred
+ The willingness and ability to work additional hours, as needed, and travel to various client sites
+ Excellent analytical, communication (written and verbal), and interpersonal skills
+ Strong technical aptitude and skillset
+ Demonstrated project management skillset including project planning and time management Ability to work efficiently and effectively in a complex team environment
+ Ability to travel on short notice and work additional hours as necessary
+ Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. No visa sponsorship is available for this position.
SKILL REQUIREMENTS
+ Excellent analytical, communication (written and verbal), and interpersonal skills
+ Strong technical aptitude and skillset
+ Demonstrated project management skillset including project planning and time management Ability to work efficiently and effectively in a complex team environment
About Us
At Grant Thornton, we believe in making business more personal and building trust into every result - for our clients and you. Here, we go beyond your expectations of a career in professional services by offering a career path with more: more opportunity, more flexibility, and more support. It's what makes us different, and we think being different makes us better.
In the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services.
In 2025, Grant Thornton formed a multinational, multidisciplinary platform with Grant Thornton Ireland. The platform offers a premier Trans-Atlantic advisory and tax practice, as well as independent American and Irish audit practices. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
Grant Thornton is part of the Grant Thornton International Limited network, which provides access to its member firms in more than 150 global markets.
About the Team
The team you're about to join is ready to help you thrive. Here's how:
- Whether it's your work location, weekly schedule, or flex time off, we empower you with the options to work in the way that best serves your clients and your life. Consistent with the firm's hybrid work model, this position will require in-person attendance at least two days per week, either at a GT office or client site.
- Here, you are supported to prioritize your overall well-being through work-life integration options that work best for you and those in your household.
- We understand that your needs, responsibilities and experiences are different - and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. See how at ******************
- When it comes to inclusion, we are committed to doing more than checking boxes. Explore all the ways we're taking action for diversity, equity & inclusion at ******************
Here's what you can expect next:
If you apply and are selected to interview, a Grant Thornton team member will reach out to you to schedule a time to connect. We encourage you to also check out other roles that may be a good fit for you or get to know us a little bit better at ******************.
Benefits:
We understand that your needs, responsibilities and experiences are different, and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. For an overview of our benefit offerings, please visit: **********************************************************
+ Benefits for internship positions: Grant Thornton interns are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Interns also receive a minimum of 72 hours of paid sick leave and are paid for firm holidays that fall within their internship period.
+ Benefits for seasonal employee positions: Grant Thornton seasonal employees are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Seasonal employees may also be eligible to participate in the firm's 401(k) savings plan and employee retirement plan in accordance with applicable plan terms and eligibility requirements. Seasonal employees receive a minimum of 72 hours of paid sick leave.
Grant Thornton employees may be eligible for a discretionary, annual bonus based on individual and firm performance, subject to the terms, conditions and eligibility criteria of the applicable bonus plan or program. Interns and seasonal employees are not eligible for bonus compensation.
Additional Details:
It is the policy of Grant Thornton to promote equal employment opportunities. All personnel decisions (including, but not limited to, recruiting, hiring, training, working conditions, promotion, transfer, compensation, benefits, evaluations, and termination) are made without regard to race, color, religion, national origin, sex, age, marital or civil union status, pregnancy or pregnancy-related condition, sexual orientation, gender identity or expression, citizenship status, veteran status, disability, handicap, genetic predisposition or any other characteristic protected by applicable federal, state, or local law.
Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is the policy of Grant Thornton to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. To make an accommodation request, please contact ****************.
For Los Angeles Applicants only: We 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.
For Massachusetts Applicants only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Grant Thornton does not require or administer lie detector tests as a condition of employment or continued employment.
$53k-70k yearly est. 60d+ ago
Associate - Fall 2026 - Northeast WI
Cliftonlarsonallen 4.4
Green Bay, WI job
We strive every day to exemplify our CLA values - curious, collaborative, transparent, inclusive, and reliable. We are looking for individuals who believe in accountability for one's actions, take the initiative to make their vision a reality and place honesty, professionalism, conscientiousness and trust above all else.
CLA is dedicated to building a culture that welcomes different beliefs and perspectives, so we can truly know and help our clients, communities, and each other.
Our Green Bay, Manitowoc, and Sheboygan locations are seeking Tax/Audit Associates.
Come and see for yourself!
PRIMARY RESPONSIBILITIES
Prepares individual, corporate, partnership, and other types of tax returns.
Performs audit, review, compilation, and other assurance services.
Gains experience, exposure, and knowledge of procedures, workpapers and systems.
Supports multiple client engagements on time and within budget, identifying issues and communicating progress.
Expands industry knowledge, through greater exposure to peers, clients, and formal training opportunities.
Completes research and special projects as needed.
Communicates effectively with clients and CLA family members on a regular basis.
MINIMUM REQUIREMENTS
Bachelor's degree required - Degree in Accounting or Finance strongly preferred.
Eligible to sit for the CPA exam per state requirements.
General knowledge of accounting principles and reporting of financial data.
Willingness to learn new technologies.
Proficient with Microsoft (MS) Windows and Office products.
Reliable transportation and willingness to travel to client sites.
#LI-SL1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
$49k-60k yearly est. Auto-Apply 9d ago
Audit Senior Manager
Grant Thornton 4.6
Appleton, WI job
As an Audit Senior Manager, you will use your technical and leadership skills to plan and lead the completion of financial statement audits. You'll apply your experience to help engagement teams solve difficult business problems and review highly technical matters and disclosures - all with the resources, environment and support to help you excel. You'll build relationships with clients and your engagement teams, and use our world-class audit technology to work collaboratively, solve smarter, and have meaningful business conversations. From day one, you'll be empowered with access to firm leaders and training programs, as well as opportunities to grow the firm and your career, and achieve more, confidently.
Your day-to-day may include:
Overseeing and supporting multiple engagement teams concurrently to complete financial statement audits
Consistently listening and communicating with clients about engagement and service expectations; resolving technical and service issues quickly and thoroughly
Being a proactive problem solver and sought-after business adviser to your clients on a variety of business improvement areas
Training and supervising less experienced colleagues and providing consistent, regular feedback
Teaming up with Grant Thornton colleagues to identify and win new business opportunities
Working at a client site, with your team in the office or remotely. We empower teams to listen first to expectations of clients and teammates; then you and your team can determine when and where to work. No matter when or where, you will have the support you need to thrive
Representing Grant Thornton at recruiting and professional networking events
Building your technical and professional skills through formal training
Other duties as assigned
You have the following technical skills, qualifications and abilities:
Bachelor's degree in accounting, economics, finance, mathematics, or related disciplines
Minimum of eight years of progressive public accounting experience with a mid-sized to large firm
An active CPA license (required)
Analytical, technical, and auditing skills, including proficiency in US GAAP, GAAS, and PCAOB rules and standards
Continuously expand your professional network and have experience with business development
Value teamwork, are agile and know the power of building strong relationships
Are curious about or have exposure to automation and digitization tools as part of audits or in the professional services environment
Can travel as needed (Travel expectation: 25%)
Excellent verbal and written communication skills
$117k-159k yearly est. Auto-Apply 60d+ ago
Senior Wealth Advisor - Wealth Advisory - Green Bay, WI
Cliftonlarsonallen 4.4
Green Bay, WI job
CLA is a top 10 national professional services firm where our purpose is to
create opportunities
every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
About the role:
CLA is looking to hire a Senior Wealth Advisor to work in our Green Bay, WI office.
The Senior Wealth Advisor (SWA) serves as a relationship manager providing “Total Wealth Advisory” services to their clients. Total Wealth Advisory is a comprehensive service that revolves around a personal financial plan and includes advice on all of clients financial and tax needs. The SWA should have advanced knowledge in tax, investments, financial planning, insurance and estate and retirement planning. The SWA will manage a book of client relationships and will delegate work as appropriate.
Essential Job Functions
Financial Planning: Gather data from clients in the planning process. Oversee and delegate financial planning work. Deliver financial plans to clients and make recommendations.
Client Support: Manage existing & new referral relationships.
Technical Competencies: Maintain a working knowledge/competency of appropriate systems applications utilized by firm. Proficient with Microsoft (MS) Office products, including Word, Excel, PowerPoint, Outlook, and Adobe.
Requirements:
Experience
:
Minimum of EIGHT (8) years of progressively responsible financial services experience.
Education
:
Bachelor's degree in Accounting, Finance, or a related field.
Certifications/Licenses:
FINRA Series 65 or 66 Required.
Existing Transferrable Book of Business
Preferred
.
CFP certification or equivalent required. Relevant experience may be accepted in lieu of certification.
Our Perks:
Flexible PTO (designed to offer flexible time away for you!)
Up to 12 weeks paid parental leave
Paid Volunteer Time Off
Mental health coverage
Quarterly Wellness stipend
Fertility benefits
Complete list of benefits here
This role is eligible for discretionary bonuses based on company performance and other factors.
#LI-MU1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
$103k-128k yearly est. Auto-Apply 57d ago
Tax Senior
Cliftonlarsonallen 4.4
Appleton, WI job
CLA is a top 10 national professional services firm where our purpose is to
create opportunities
every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
Our Perks:
Flexible PTO (designed to offer flexible time away for you!)
Up to 12 weeks paid parental leave
Paid Volunteer Time Off
Mental health coverage
Quarterly Wellness stipend
Fertility benefits
Complete list of benefits here
CLA is looking to hire a Senior Tax Associate to join our Appleton, WI Tax Team
How you'll
create opportunities
in this Senior Tax Associate role:
Prepare, supervise, and review C corporation, S corporation, and Individual tax returns.
Partner with clients to provide customized tax advisory services and work closely with other tax team members to identify and research complex tax issues.
Focus on engagement management and operational excellence.
Develop and train team members to help them build inspired careers.
Expand your technical and professional knowledge through greater exposure to client interactions, regular self-study, and training opportunities.
Get the opportunity to work with many great clients.
What you will need:
You have a bachelor's degree in accounting, Finance, or a related field.
You have at least 2 years of experience in public accounting or a family office setting.
You are looking for a firm that will support and foster your aspiring career goals.
You jump at the chance to help others and you're ready to join a team of high-performing people.
You have a knack for solving issues and confidently bring solutions to the table.
You love to work with clients to help their businesses succeed strategically.
An active CPA, EA, or JD license or are eligible to sit for the CPA exams and meet the 150-credit requirement to obtain a CPA license.
#LI-NG1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
$55k-70k yearly est. Auto-Apply 18d ago
Audit Senior Manager
Grant Thornton 4.6
Appleton, WI job
As an Audit Senior Manager, you will use your technical and leadership skills to plan and lead the completion of financial statement audits. You'll apply your experience to help engagement teams solve difficult business problems and review highly technical matters and disclosures - all with the resources, environment and support to help you excel. You'll build relationships with clients and your engagement teams, and use our world-class audit technology to work collaboratively, solve smarter, and have meaningful business conversations. From day one, you'll be empowered with access to firm leaders and training programs, as well as opportunities to grow the firm and your career, and achieve more, confidently.
Your day-to-day may include:
+ Overseeing and supporting multiple engagement teams concurrently to complete financial statement audits
+ Consistently listening and communicating with clients about engagement and service expectations; resolving technical and service issues quickly and thoroughly
+ Being a proactive problem solver and sought-after business adviser to your clients on a variety of business improvement areas
+ Training and supervising less experienced colleagues and providing consistent, regular feedback
+ Teaming up with Grant Thornton colleagues to identify and win new business opportunities
+ Working at a client site, with your team in the office or remotely. We empower teams to listen first to expectations of clients and teammates; then you and your team can determine when and where to work. No matter when or where, you will have the support you need to thrive
+ Representing Grant Thornton at recruiting and professional networking events
+ Building your technical and professional skills through formal training
+ Other duties as assigned
You have the following technical skills, qualifications and abilities:
+ Bachelor's degree in accounting, economics, finance, mathematics, or related disciplines
+ Minimum of eight years of progressive public accounting experience with a mid-sized to large firm
+ An active CPA license (required)
+ Analytical, technical, and auditing skills, including proficiency in US GAAP, GAAS, and PCAOB rules and standards
+ Continuously expand your professional network and have experience with business development
+ Value teamwork, are agile and know the power of building strong relationships
+ Are curious about or have exposure to automation and digitization tools as part of audits or in the professional services environment
+ Can travel as needed (Travel expectation: 25%)
+ Excellent verbal and written communication skills
About Us
At Grant Thornton, we believe in making business more personal and building trust into every result - for our clients and you. Here, we go beyond your expectations of a career in professional services by offering a career path with more: more opportunity, more flexibility, and more support. It's what makes us different, and we think being different makes us better.
In the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services.
In 2025, Grant Thornton formed a multinational, multidisciplinary platform with Grant Thornton Ireland. The platform offers a premier Trans-Atlantic advisory and tax practice, as well as independent American and Irish audit practices. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
Grant Thornton is part of the Grant Thornton International Limited network, which provides access to its member firms in more than 150 global markets.
About the Team
The team you're about to join is ready to help you thrive. Here's how:
- Whether it's your work location, weekly schedule, or flex time off, we empower you with the options to work in the way that best serves your clients and your life. Consistent with the firm's hybrid work model, this position will require in-person attendance at least two days per week, either at a GT office or client site.
- Here, you are supported to prioritize your overall well-being through work-life integration options that work best for you and those in your household.
- We understand that your needs, responsibilities and experiences are different - and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. See how at ******************
- When it comes to inclusion, we are committed to doing more than checking boxes. Explore all the ways we're taking action for diversity, equity & inclusion at ******************
Here's what you can expect next:
If you apply and are selected to interview, a Grant Thornton team member will reach out to you to schedule a time to connect. We encourage you to also check out other roles that may be a good fit for you or get to know us a little bit better at ******************.
Benefits:
We understand that your needs, responsibilities and experiences are different, and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. For an overview of our benefit offerings, please visit: **********************************************************
+ Benefits for internship positions: Grant Thornton interns are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Interns also receive a minimum of 72 hours of paid sick leave, and are paid for firm holidays that fall within their internship period.
+ Benefits for seasonal employee positions: Grant Thornton seasonal employees are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Seasonal employees may also be eligible to participate in the firm's 401(k) savings plan and employee retirement plan in accordance with applicable plan terms and eligibility requirements. Seasonal employees receive a minimum of 72 hours of paid sick leave.
Grant Thornton employees may be eligible for a discretionary, annual bonus based on individual and firm performance, subject to the terms, conditions and eligibility criteria of the applicable bonus plan or program. Interns and seasonal employees are not eligible for bonus compensation.
Additional Details:
It is the policy of Grant Thornton to promote equal employment opportunities. All personnel decisions (including, but not limited to, recruiting, hiring, training, working conditions, promotion, transfer, compensation, benefits, evaluations, and termination) are made without regard to race, color, religion, national origin, sex, age, marital or civil union status, pregnancy or pregnancy-related condition, sexual orientation, gender identity or expression, citizenship status, veteran status, disability, handicap, genetic predisposition or any other characteristic protected by applicable federal, state, or local law.
Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is the policy of Grant Thornton to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. To make an accommodation request, please contact ****************.
For Los Angeles Applicants only: We 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.
For Massachusetts Applicants only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Grant Thornton does not require or administer lie detector tests as a condition of employment or continued employment.
$117k-159k yearly est. 60d+ ago
Tax Intern - Winter 2027
Grant Thornton 4.6
Appleton, WI job
Tax Intern During your internship at Grant Thornton, you will be exposed to tax procedures including tax consulting and tax return preparation which will involve tax research, tax planning, and the preparation of supporting work papers on various tax returns and projects. You will have an opportunity to work alongside Partners, Senior Executives, and peers as a member of the engagement team. Additionally, you will have an opportunity to learn new skillsets, be involved in office community activities, and build lasting relationships with members of the Grant Thornton team.
ESSENTIAL DUTIES AND RESPONSIBILITIES
+ Reviewing data input, identifying and resolving technical tax issues, and assisting in the review of tax preparations completed by our firm in India
+ Responding to inquiries from the IRS and other taxing authorities
+ Identifying, researching, and assessing various tax issues while also providing information to senior staff members
+ Identifying and carrying out other projects as assigned
+ Collaboratively working with client team members while building rapport and strong client relationships
+ Working on a variety of client engagements in varying industries
+ Networking with your peers
+ Meeting with your mentor for regular feedback and professional development discussions
+ Connecting with fellow interns and Grant Thornton staff at social events
+ Participating in team-building exercises
+ Giving back to the community through outreach activities
+ Sharpening your leadership skills
+ Other duties as assigned
QUALIFICATIONS
+ Pursuing a Bachelor's or Master's degree in Accounting
+ Minimum major and overall GPA of 3.0/4.0 preferred
+ The willingness and ability to work additional hours, as needed, and travel to various client sites
+ Excellent analytical, communication (written and verbal), and interpersonal skills
+ Strong technical aptitude and skillset
+ Demonstrated project management skillset including project planning and time management Ability to work efficiently and effectively in a complex team environment
+ Ability to travel on short notice and work additional hours as necessary
+ Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. No visa sponsorship is available for this position.
SKILL REQUIREMENTS
+ Excellent analytical, communication (written and verbal), and interpersonal skills
+ Strong technical aptitude and skillset
+ Demonstrated project management skillset including project planning and time management Ability to work efficiently and effectively in a complex team environment
About Us
At Grant Thornton, we believe in making business more personal and building trust into every result - for our clients and you. Here, we go beyond your expectations of a career in professional services by offering a career path with more: more opportunity, more flexibility, and more support. It's what makes us different, and we think being different makes us better.
In the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services.
In 2025, Grant Thornton formed a multinational, multidisciplinary platform with Grant Thornton Ireland. The platform offers a premier Trans-Atlantic advisory and tax practice, as well as independent American and Irish audit practices. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
Grant Thornton is part of the Grant Thornton International Limited network, which provides access to its member firms in more than 150 global markets.
About the Team
The team you're about to join is ready to help you thrive. Here's how:
- Whether it's your work location, weekly schedule, or flex time off, we empower you with the options to work in the way that best serves your clients and your life. Consistent with the firm's hybrid work model, this position will require in-person attendance at least two days per week, either at a GT office or client site.
- Here, you are supported to prioritize your overall well-being through work-life integration options that work best for you and those in your household.
- We understand that your needs, responsibilities and experiences are different - and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. See how at ******************
- When it comes to inclusion, we are committed to doing more than checking boxes. Explore all the ways we're taking action for diversity, equity & inclusion at ******************
Here's what you can expect next:
If you apply and are selected to interview, a Grant Thornton team member will reach out to you to schedule a time to connect. We encourage you to also check out other roles that may be a good fit for you or get to know us a little bit better at ******************.
Benefits:
We understand that your needs, responsibilities and experiences are different, and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. For an overview of our benefit offerings, please visit: **********************************************************
+ Benefits for internship positions: Grant Thornton interns are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Interns also receive a minimum of 72 hours of paid sick leave and are paid for firm holidays that fall within their internship period.
+ Benefits for seasonal employee positions: Grant Thornton seasonal employees are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Seasonal employees may also be eligible to participate in the firm's 401(k) savings plan and employee retirement plan in accordance with applicable plan terms and eligibility requirements. Seasonal employees receive a minimum of 72 hours of paid sick leave.
Grant Thornton employees may be eligible for a discretionary, annual bonus based on individual and firm performance, subject to the terms, conditions and eligibility criteria of the applicable bonus plan or program. Interns and seasonal employees are not eligible for bonus compensation.
Additional Details:
It is the policy of Grant Thornton to promote equal employment opportunities. All personnel decisions (including, but not limited to, recruiting, hiring, training, working conditions, promotion, transfer, compensation, benefits, evaluations, and termination) are made without regard to race, color, religion, national origin, sex, age, marital or civil union status, pregnancy or pregnancy-related condition, sexual orientation, gender identity or expression, citizenship status, veteran status, disability, handicap, genetic predisposition or any other characteristic protected by applicable federal, state, or local law.
Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is the policy of Grant Thornton to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. To make an accommodation request, please contact ****************.
For Los Angeles Applicants only: We 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.
For Massachusetts Applicants only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Grant Thornton does not require or administer lie detector tests as a condition of employment or continued employment.
$53k-70k yearly est. 60d+ ago
Tax Manager
Bakertilly 4.6
Bakertilly job in Appleton, WI
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to middle market clients. 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. Additionally, you will be a coach to a group of talented staff, utilizing your experience to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! 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'll enjoy this role if:
You are looking for an opportunity to expand your career in business tax and accounting, becoming an expert to the clients you serve
You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
You want to work for a leading CPA advisory firm who serves their clients with 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 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 enhance your own skills to build a career with opportunities now, for tomorrow
What you will do:
Be a trusted member of the team providing various tax, accounting and advisory services to clients:
Oversee and provide services pertaining to accounting, bookkeeping and prepared or compiled financials.
Review and analyze accounting records and/or reporting with clients, provide analysis and consultation, and communicate with client to discuss accounting and business matters
Deliver best-in-class customer service to clients at all times, with an emphasis on being responsive, timely, professional, and accurate
Lead and plan client engagements, and continuously evaluate processes and procedures within the client services and implementation functions with emphasis on implementing efficiencies and identification of internal control issues
Provide recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectives
Manage and build client relationships, act as liaison to address and resolve client issues, and assist team leaders in researching and providing additional services to client
Effectively delegate and oversee the work efforts by setting goals, providing resources, removing obstacles, and scheduling deadlines to meet client expectations for delivery
Maintain current knowledge of local, state, and federal tax practices and laws
Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
Invest in your professional development individually and through participation in firm wide learning and development programs
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Enjoy friendships, social activities and team outings that encourage a work-life balance
Qualifications:
Bachelor's degree in accounting, master's or advanced degree desirable
CPA or JD required
Five (5)+ years of experience providing tax compliance, accounting and advisory services in a professional services firm
Two (2)+ years of supervisory experience, mentoring and counseling associates
Demonstrated management, analytical, organization, interpersonal, project management, communication skills
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
Highly developed software and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred