Post job

Baker Tilly jobs in Houston, TX

- 117 jobs
  • Senior Associate- Sales/Use Tax

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Baker Tilly Virchow Krause, LLP job in Houston, TX

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Senior Sales/Use Associate to join our growing State & Local Tax (SALT) practice in Texas! Our SALT practice is made up of 40+ professionals across the U.S., providing a full spectrum of services including Income & Franchise tax, Sales & Use tax, Real & Personal Property tax, Unclaimed Property and Voluntary Disclosure & Remediation by industry needs. As a member of this talented team, you will help clients capitalize on strategic ideas and planning techniques that ensure state and local tax compliance, reduce expenses and enhance cash flow. The Sales and Use Tax Senior Consultant's primary responsibilities are to identify Sales and Use tax savings opportunities for multi-state clients and direct staff in day to-day operations. The incumbent will be meeting with clients and/or taxing authorities, preparing correspondence, researching issues, completing data reconciliations, making taxability decisions and preparing tax authority filings. Some travel required (up to 30%). Duties and Responsibilities * Reviews and finalizes staff's audit/refund tax decisions * Reviews client data for tax savings opportunities * Assists Manager in mentoring staff and managing staff workload * Drafts filings, such as petitions for redetermination, refund claims, and various other administrative replies * Responds to client inquiries and prepares documentation requests from state agencies * Reconciles tax returns with client data * Travels to client locations to gather and copy tax returns, invoices, purchase orders, and other documentation to use in audit/refund process * Other duties as assigned Typical Decisions and/or Recommendations * Secondary review of tax decisions on invoices * Completion of sales tax research for client issues in different states * Staff time allocations on sales tax projects Supervision Given and/or Received * Delegation of project work to staff * Initial person for staff to address project issues/concerns * Mentoring, training, and/or developing staff * Delegation of projects from Manager * Manager will have final review of audit/refund schedules and other documents prepared by Senior Consultant * Responsible for completing all assigned tasks with minimal manager oversight and be able to meet deadlines Education and Experience * Bachelor's Degree required in Accounting/Finance * At least two years of experience in Sales Tax Consulting positions Knowledge and Skills * Proficient in Access * Demonstrates knowledge of basic tax research * Experience in conducting tax audits and reverse tax audits * Ability to analyze raw data to reconcile trial balances and sales and use tax returns The compensation range for this role is $74,660 to $141,560. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location
    $74.7k-141.6k yearly Auto-Apply 38d ago
  • Associate, Client Accounting Services Not-for-Profit

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Baker Tilly Virchow Krause, LLP job in Houston, TX

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: At Baker Tilly, we invest in our people. We believe in continuous learning and development and have several programs to ensure the success of our people. As we continue to expand our not-for-profit practice within our client accounting services practice, we are seeking to add an Associate to our team. An Associate within the Client Accounting Services Consulting Team is responsible for providing accounting and financial reporting support services to clients. This role works as part of a team to complete deliverables for clients in a timely manner, with high quality and accuracy. This role works on several clients across various industries and geographies. Our clients include a diverse range of not-for-profits including foundations, churches, associations, visitors' bureaus and social services organizations. This variety allows us to offer our team a variety of opportunities across numerous not-for-profit sectors, ensuring a continuous flow of impactful and meaningful work. * Provide best in-class basic accounting and financial reporting support services to clients under direct supervision and with an emphasis on being responsive, timely, professional and accurate * Provide accounting related services to our clients including accounts payable, accounts receivable, account reconciliation, journal entries, general ledger and monthly, quarterly and year end reporting * Provide team with basic support to accomplish client deliverables * Prepare client statements and reports for next level review * Proactively communicate status of work, ask timely questions and seek clarity from lead on client engagement when needed in order to keep work progressing * Answer basic accounting and software questions, escalating as needed * Meet client service expectations through adhering to quality and timely client deliverables, and meeting time budget expectations * Responsive to questions/concerns from team members and clients (internal and/or external) * Execute on defined processes and procedures and share ideas or recommendations for improvements * Promptly communicate roadblocks and inefficiencies as they arise * Maintain and expand knowledge base of accounting principles and practices * Apply learning from one client engagement to the next and share learning with fellow team members where relevant * Stay current with updates and improvements on applicable technology platforms and obtain certifications as directed by supervisor Qualifications * Bachelor's degree in accounting or related field. * 0-2 years of experience in accounting, bookkeeping, or related field desired. Professional services experience a plus. * Knowledge of accounting, bookkeeping and payroll principles related to classifying, recording, and summarizing data and making computations to compile and keep financial records preferred * Experience in QuickBooks, Sage Intacct and/or Bill.com a plus * Experience and knowledge working within MS Office Suite
    $66k-94k yearly est. Auto-Apply 52d ago
  • Manager, Client Accounting Services- Onboarding and Projects

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Baker Tilly Virchow Krause, LLP job in Houston, TX

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Baker Tilly's Accounting and Finance Services Transition team is seeking a detail-oriented, tech-savvy Project Manager - Accountant. You'll lead client onboarding, manage accounting software implementations, optimize financial processes, and ensure accurate reporting. This role combines accounting expertise, project management, and technology skills to deliver high-quality client service and process improvements. Key Responsibilities * Client Onboarding * Serve as primary contact for new clients, assess needs, and gather financial/operational data * Define onboarding timelines, milestones, and expectations; manage budgets and deliverables * Identify and communicate roadblocks, propose improvements, and ensure client satisfaction * Software Implementation & Optimization * Configure and customize cloud accounting platforms (Sage Intacct, QuickBooks Online, NetSuite) * Integrate third-party tools (bill pay, payroll, expense management) * Train clients and internal teams; improve efficiency and accuracy of systems * Accounting Processes & Cleanup * Streamline workflows, document SOPs, and implement best practices * Provide initial accounting services (reconciliations, schedules, financial statements) before transition to recurring teams * Maintain strong knowledge of accounting principles and practices * Financial Review & Reporting * Review financial records, reconcile accounts, and resolve discrepancies * Prepare GAAP-compliant financial statements and ensure timely, accurate reporting Qualifications * Bachelor's in Accounting, Finance, or related field; CPA preferred * 8+ years in accounting/finance operations; 5+ years in project management/client implementation * Expertise with cloud accounting software and 3rd parties (e.g., QuickBooks Online, Sage Intacct, NetSuite, ADP, Bill.com, Expensify) * Strong GAAP knowledge, analytical skills, and ability to manage multiple projects * Excellent communication, organizational, and client-facing skills * Ability to train, collaborate across levels (staff to C-suite), and deliver quality results under deadlines Preferred Skills * Consulting or client service experience * ERP/software migration background * Familiarity with project management tools (e.g., SmartSheet) * Experience with accounting process and tech stack assessments
    $84k-114k yearly est. Auto-Apply 24d ago
  • Client Development Senior Analyst, NA Leadership Advisory Services (LAS)

    Spencer Stuart 4.8company rating

    Houston, TX job

    THE ROLE Spencer Stuart is investing in our approach to business development, with a focus on more effective client targeting, improving the quality and impact of our interactions with potential clients, and creating a more competitive approach to business development. The primary role of the Client Development Senior Analyst (CDSA) in LAS is to support the creation of strategic client pursuits that differentiate Spencer Stuart in business development situations. This includes aligning LAS offerings and key messaging to address complex client challenges, positioning the firm to deliver compelling, client-specific narratives and solution frameworks to increase win rates and strengthen client partnerships. KEY RELATIONSHIPS Reports to: NA LAS Client Development Manager Other key relationships: * NA LAS Practice Leader * Global Head of Client Development * LAS Consultants, Associates, Analysts and Executive Engagement Administrators * Corporate Marketing Team * Other Client Development Analysts across Practices and Regions POSITION LOCATION: Any city with a Spencer Stuart office with Chicago most preferred. KEY RESPONSIBILITIES * Develop persuasive, story-driven PowerPoint presentation materials to support business development opportunities that address unique client challenges and industry trends, enabling impactful pitches for new client acquisition. * Support the creation of new business development collateral tailored to meet evolving client needs and market demands, elevating the ways in which we can leverage LAS offerings to partner with potential clients and enable more impactful client outcomes. * Support the tracking and analysis of business development activity (e.g., pursuits, RFPs, discussion documents, etc.) to better understand our win rate and help refine the firm's go-to-market strategy, identifying opportunities to strengthen client engagement. * Manage and maintain a comprehensive repository of off-the-shelf quals materials and anonymized client decks focused on addressing multi-solution pursuit opportunities, including curating, organizing, and standardizing best-in-class content for easy reuse across the firm. * Collaborate with consultants and colleagues across industries, functions and geographies to support knowledge-sharing, coordinate on cross-practice initiatives, and deepen firm relationships to enable more streamlined and effective business development support. * Streamline knowledge sharing across the practice and firm, documenting learnings from pitches and business development initiatives to ensure we are continuously refining and improving our processes, responsiveness, and pitch effectiveness. * Conduct in-depth research and synthesize insights to develop intellectual capital and value-adding thought leadership pieces that address emerging client needs, industry trends, and market challenges, equipping teams with strategic content for pitches and business development opportunities. CANDIDATE PROFILE: The Client Development Senior Analyst will be a client-service oriented business partner with a passion for research and delivering timely, high-quality results. They will possess outstanding analytical and problem-solving skills, with a track record of performing business research and impactfully presenting findings. The ideal candidate will be graceful under pressure, an excellent multi-tasker, and thrive in fast-paced environments where competing demands are the norm. IDEAL EXPERIENCE: * Undergraduate degree * Highly proficient in Microsoft Word, Excel, and PowerPoint * Highly proficient in creating client-ready presentation materials in a visual, impactful way * 2-3 years in business experience ideally in a global professional services, consulting, or executive search firm a plus; knowledge of or a strong interest in leadership and talent consulting is a plus CRITICAL CAPABILITIES FOR SUCCESS: Persuasive, Story-Driven Presentation Development Designs and deliver compelling presentation materials that communicate complex ideas with clarity and impact. Combines strong storytelling skills with visual design expertise to create persuasive narratives that resonate with client priorities and market challenges, ultimately supporting successful business development pursuits. * Expertise in PowerPoint and visual storytelling to craft engaging, client-ready presentations. * Ability to translate complex data and insights into clear, compelling narratives tailored to client needs. * Strong understanding of market trends and client challenges to ensure relevance and strategic alignment. * Collaboration with internal stakeholders to gather inputs and refine messaging for high-impact pitches * Attention to detail and brand consistency across all presentation materials. Project/Task Management Plans, manages, and drives own efforts in support of new business development as measured by timely completion of project tasks and feedback from project team members. The successful candidate will do this while handling multiple projects with competing deadlines, working with individuals who have differing styles, and managing challenging expectations by: * Providing accurate, timely and insightful research about organizations, industries, functions, and executives. * Taking a strong sense of ownership over the research process, anticipating next steps and not waiting to be told what to do. * Regularly reassessing priorities to align efforts where/when needed and proactively reprioritizing workload to provide support where/when needed. * Committing to deadlines and communicating progress against them. * Delivering on commitments on time or notifying as early as possible of problems occur or deadlines will slip. Analytical Skills Synthesizes research for business development and provides a succinct and accurate point of view as measured by quality, timeliness, and impact to win/loss ratio. The successful candidate will do this while dealing with short timelines and limited information by: * Listening and asking insightful questions. * Leveraging knowledge of an industry/function/sector and appropriate resources to gather relevant information. * Subjecting researched facts to extensive analysis and interpretation before drawing conclusions. * Making inferential leaps in thinking to reach a solution despite incomplete or ambiguous information. * Making decisions rapidly, despite the complexity of the issues or pressures involved. * Using effective business writing skills to create succinct, client-ready analyses and documenting information in Firm databases. * Distilling large volumes of complex data and canned reports into focused insights that help pitch teams win more engagements. Professional Approach Contributes to the efficiency and quality of teams to successfully meet project objectives as measured by Consultant, Associate, and peer feedback while working with individuals who have differing styles by: * Listening and asking questions to clarify understanding and demonstrate knowledge. * Considering the needs of colleagues and adapting own communication style accordingly. * Setting expectations and clarifying tasks to avoid wasting time and resources. * Offering to work outside areas of responsibility when needed. * Raising issues early and finding solutions collaboratively. * Being assertive in defense of conducted research and resulting findings. * Remaining posed when under pressure or handling unexpected challenges. * Proactively sharing information with those who would benefits while being discreet with confidential information. * Self-starter with a strong work ethic, learning orientation, and positive attitude. OTHER PERSONAL CHARACTERISTICS: * Excellent presentation, writing, PowerPoint and Excel skills * Spoken and written fluency in English The base compensation range for this position is $70,000-$80,000 per year. The actual base compensation offered within this range will be dependent on the individual's skills, experiences, and qualifications. This position will be eligible to participate in our annual discretionary bonus program. Spencer Stuart also offers a competitive benefits package, which includes: * Retirement savings plan with discretionary profit sharing contribution and employer match; * PTO (minimum 15 days per year, increases with tenure), paid sick time (10 days per year), company holidays (12 days per year), and paid leaves of absence when applicable; * Comprehensive health benefits, including medical, dental, and vision insurance, and healthcare flexible spending account; * Life Insurance, and short-term and long-term disability insurance; * Wellness benefits, including an employee assistance program, virtual mental health program, and mindfulness program; * and Voluntary benefit options, including supplemental life insurance, identity theft protection, and whole life insurance with long-term care and critical illness coverage. Spencer Stuart is a proud equal opportunity and affirmative action employer. We are committed to non-discrimination without regard to actual or perceived race, ethnicity, creed, color, religion, gender (including pregnancy, childbirth or related medical conditions), national origin, immigration status, ancestry, age, marital status, protected veteran status, physical or mental disability, medical condition, genetic information, sexual orientation, gender identity, or any basis prohibited under applicable federal, state or local law.
    $70k-80k yearly Auto-Apply 26d ago
  • Microsoft Dynamics Developer

    Guidehouse 3.7company rating

    Houston, TX job

    **Job Family** **:** SAAS/PAAS/Cloud Consulting **Travel Required** **:** Up to 10% **Clearance Required** **:** None **What You Will Do** **:** We are looking for a hands-on senior software engineer with deep knowledge of Microsoft Power Apps, including Microsoft Dynamics 365 developer. An expert on Power Apps to design, configure and develop custom solutions in Microsoft Power platform. The candidate will take an active role in supporting and building on the MPP application. The candidate will have excellent presentation, communication, leadership, and client development skills to effectively present information to C-level management, public groups, and/or the board of directors. The candidate should have excellent organizational and multi-tasking skills, attention to quality, self-motivation and a strong desire to succeed. **What You Will Need** **:** + Minimum of THREE (3) years of experience on Microsoft Power Platform + US Citizenship is contractually required for this role + Minimum Degree: US equivalent Bachelor's Degree + Selected Candidate must be able to work in a hybrid environment + Hands-on experience with D365 Customer Experience / Dynamics CRM / PowerApps / Power Automate technical solutions + Experience with Software as a Service (SaaS) and/or Platform as a Service (PaaS) environments + Hands on experience with one or more of the following D365 / Dynamics CRM modules: Customer Engagement, Project Service Automation, Field Service, Sales, Marketing + Experience developing & deploying business applications using Microsoft's Dynamics Power Platform Core Skills: C#, SQL, .Net, D365, CRM SDK, CRM Plugins, PowerApps, Power BI, & Power Automate (formally known as Flow) + Intermediate to advanced knowledge of relational database concepts + Must have experience with full life-cycle implementation of Dynamics 365 + Must demonstrate knowledge and experience in ERP implementation principles, practices and methodologies + Must have experience and strong working knowledge across all MS Dynamics D365 Customer Engagement modules + Provide Batch Job monitoring and issue resolution + Provide Integration monitoring and resolution + Scribe experience necessary + Experience across the full MS BI Stack - SSIS, SSAS, SSRS + Experience on Microsoft Portals + Experience with Agile methodology **What Would Be Nice To Have** **:** + Experience in "Big 4" or equivalent established consulting firm and/or Microsoft Gold partner highly desired + BA/BS degree in Business, Computer Science or Engineering + Experience with public sector clients preferred + Experience with Agile or Hybrid-Agile methodology The annual salary range for this position is $113,000.00-$188,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs. **What We Offer** **:** Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace. Benefits include: + Medical, Rx, Dental & Vision Insurance + Personal and Family Sick Time & Company Paid Holidays + Position may be eligible for a discretionary variable incentive bonus + Parental Leave and Adoption Assistance + 401(k) Retirement Plan + Basic Life & Supplemental Life + Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts + Short-Term & Long-Term Disability + Student Loan PayDown + Tuition Reimbursement, Personal Development & Learning Opportunities + Skills Development & Certifications + Employee Referral Program + Corporate Sponsored Events & Community Outreach + Emergency Back-Up Childcare Program + Mobility Stipend **About Guidehouse** Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation. Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco. If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at ************** or via email at RecruitingAccommodation@guidehouse.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation. All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or ************************ . Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process. If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact ************************* . Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties. _Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee._
    $62k-75k yearly est. Easy Apply 7d ago
  • Senior Workforce Planning & Analytics Analyst

    Bakertilly 4.6company rating

    Bakertilly job in Houston, TX

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: The Senior Workforce Planning & Analytics Analyst serves as the data and insights engine of the Workforce Planning function, translating complex workforce data into meaningful analysis that drives strategic decision-making. This role designs and maintains forecasting models, analyzes capacity and utilization trends, and develops dashboards that empower firm leadership to anticipate hiring needs, manage growth, and optimize workforce mix. Partnering across Finance, Talent Attraction, and Resource Management, the Analyst ensures the firm's workforce strategy is grounded in accurate, timely, and actionable intelligence and data. Positioned at the intersection of strategy, analytics, and execution, this role offers the opportunity to shape how a global professional services firm understands and plans its workforce. The Analyst's work directly influences hiring plans, budget allocations, and long-term headcount strategies, making it an ideal fit for professionals who thrive on data-driven storytelling, business partnership, and measurable impact. It's not just about reporting the numbers, it's about helping the business make smarter, faster, and more informed workforce decisions. Key Responsibilities Model Development: Build, maintain, and refine workforce planning forecasting and scenario models in Adaptive Planning and Power BI. Forecast Accuracy: Analyze variances between forecast and actual results; provide root-cause insights and recommendations. Reporting & Visualization: Design Adaptive Planning dashboards and reports for executive leadership and service line reviews, integrating data from RM, TA, and Finance. Data Governance: Maintain integrity of master datasets and ensure consistency across systems of record. Service Line Support: Develop RM-facing reports and analysis that highlight utilization, capacity, and staffing trends. Strategic Insights: Include insights related to emerging talent or demand trends with monthly and quarterly reporting to support the strategic objectives of leadership. Automation & Innovation: Support automation of recurring reports and continuous improvement of forecasting methodologies. Qualifications Bachelors Degree 3 years minimum, 5+ years preferred in data analytics, workforce planning, or FP&A, ideally within a professional services context. Advanced Excel and BI skills (Power BI, Tableau); Adaptive Planning or Workday experience preferred. Ability to interpret and visualize complex datasets for non-technical audiences. Strong attention to detail, problem-solving ability, and business acumen. The compensation range for this role is $67,060 to $127,120. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $67.1k-127.1k yearly Auto-Apply 20d ago
  • Deal Advisory Manager (Healthcare)

    Cherry Bekaert 4.6company rating

    Houston, TX job

    Ranked among the largest accounting and consulting firms in the country and consistently recognized as a **Great Place to Work (**************************************************** , **Cherry Bekaert** delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today's toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. Due to the sustained growth and success of our **Deal Advisory (************************************************************************************* practice, an opportunity has been created for a **Manager (Healthcare)** to join our team with the flexibility to sit in multiple offices throughout our footprint or possibly remote for the right resource. Our National Deal Advisory practice supports M&A activities of our Private Equity clients and strategic corporations across the US and internationally. Our services include buy-side due diligence, sell-side due diligence, working capital assistance, merger integration and optimization, divestitures and carve outs. Throughout 2024, our team advised on ~600 deal with an aggregate transaction value exceeding $19B. Our ideal candidate will have at least two years of demonstrated experience performing work across an array of M&A engagements in a large regional/national public accounting firm or related professional services consulting environment. If you're ready to join our team of seasoned, expert, nationally acclaimed and knowledgeable professionals - we're ready to hear from you! **What your day(s) will look like:** + Work closely with Partners and Directors to manage activities of buy-side and sell-side financial and tax due diligence engagements + Perform quality of earnings, quality of assets and working capital analyses by interviewing management, and analyzing & synthesizing data to identify historical and future financial and operational trends that provide insights in the deal negotiation process + Develop relationships with client's senior-leadership teams and target company executives + Communicate due diligence findings in a formal report + Supervise junior staff and provide performance review feedback **What you bring to the role:** + Bachelor's degree in Accounting (preferred), Finance or related business discipline + Active CPA license or in-progress required + 5+ years of professional services experience, with 2+ years of direct Healthcare diligence experience with providers and/or payers + Strong accounting, data analysis/mining and critical thinking skills + Effective communication skills (both oral and written) + Positive attitude, strong work ethic and excellent interpersonal/relationship building skills + Strong project management skills, ability to run multiple engagements at once + Advanced Excel and PowerPoint skills + Willingness to travel as needed (expected **What you can expect from us:** + Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect + The opportunity to innovate and do work that motivates and engages you + A collaborative environment focused on enabling you to further your career growth and continuous professional development + Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing + Flexibility to do impactful work and the time to enjoy your life outside of work + Opportunities to connect and learn from professionals from different backgrounds and with different cultures **Benefits Information:** Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. **Pay Range:** $117,800 to $183,100 **About Cherry Bekaert** Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.
    $117.8k-183.1k yearly 11d ago
  • Senior Associate, Private Equity Fund Services

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Baker Tilly Virchow Krause, LLP job in Houston, TX

    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: Our Private Equity Fund Services team is seeking to add a Senior Associate to their team! Baker Tilly's private equity fund services (PEFS) group provides comprehensive fund administration services including fund accounting, financial reporting, waterfall administration, capital event management, investor relations, treasury services, and general back-office consulting for investment firms. * Records daily journal entries and reviews cash reporting * Assists in the preparation of periodic reporting packages (monthly, quarterly and/or annual, as required), including schedules to support the general ledger balances for management approval * Assists in the preparation of periodic (monthly, quarterly and/or annual, as required) financial statements for management approval * Assists in the calculation of management fees owed to the management Company for investment/portfolio management services provided to the Fund. * Prepares quarterly investor capital statements for management approval * Prepares capital call calculations and notices to investors for management approval, uploads the notices to the investor portal and monitors the receipt of funds * Prepares distribution calculation and notices to investors for management approval, uploads the notices to the investor portal and monitors the bank transfers * Prepares and reviews correspondence with client investors to address inquiries, as needed * Able to work with auditors and provide them with reports/support to assist them during audit * Manages client investor portals * Coordinates and completes special projects, as directed by management * Performs other duties as assigned Qualifications * BA/BS in Accounting or related field required * CPA license (or in process) preferred * 3+ years of experience with a public accounting firm, investment bank, or the financial services industry (or general interest in supporting private equity fund operations and accounting) * Excellent communication, time management, planning, and problem-solving skills and the ability to multitask required * Must have strong research and analytical skills and current knowledge of US GAAP and/or IFRS * Must be able to communicate and interact professionally and effectively through written and verbal communication with current and potential clients * Strong organizational skills with excellent attention to detail * Requires ability to work both in team environment and independently * Eagerness to learn and strong work ethic * Must be able to work in a fast-paced environment and handle multiple priorities and deadlines * Knowledge of Investran or other partnership accounting software a plus #LI-AB1 #LI-Hybrid
    $67k-87k yearly est. Auto-Apply 18d ago
  • Senior Manager, Advisory- Professional Practice

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Baker Tilly Virchow Krause, LLP job in Houston, TX

    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 * Quality Control Leadership & Oversight: Design, implement, and oversee comprehensive quality control frameworks and processes for the Advisory Professional Practice Group, aligning with professional standards. * Conduct internal inspections, monitor key quality metrics, identify trends, mitigate risk, and report results to senior leadership and appropriate committees. * Policy, Process, & Procedure Development: Establish and document standardized methodologies, policies, templates, and a best-in-class Playbook for Advisory services focused on service quality and risk mitigation. * Lead continuous improvement efforts by updating procedures and documentation in response to firm and regulatory changes, inspection findings, and risk assessments. * Technical Advisory & Research: Serve as a firm-wide resource on complex and/or technical matters and emerging advisory frameworks. * Produce technical consultation memos, practice alerts, and educational materials for advisory teams. * Training & Development: Develop, coordinate, and deliver training programs (live, webcast, and written) to enhance Advisory team capabilities and adherence to quality standards. * Mentor and coach team members and senior leadership on quality control, risk management, and technical competencies. * Team & Function Build-Out: Establish and lead the Advisory Quality Control team * Hire, develop, and manage team members; set performance goals and foster a culture of technical excellence and continuous improvement. * Advisory Practice Integration Support: Partner with Advisory leadership to align quality systems across Advisory and broader firm-wide delivery models; provide strategic guidance during practice integrations and firm growth activities. Qualifications * Bachelor's degree in accounting or related field * Masters degree preferred * 8+ years of experience required, including leadership roles in Advisory or Quality Control * Proven experience designing, implementing, or leading quality control and professional practice initiatives, including internal inspections and peer review processes. * Leadership & Communication Skills: Demonstrated ability to lead, mentor, and manage cross-functional teams in technical and process initiatives. * Exceptional verbal, written, and presentation skills-able to interact effectively with senior leadership and peers * Strategic & Business-Oriented Mindset: Aptitude for designing scalable processes, efficiency enhancements, and practice integrations-all underpinned by business acuity and foresight. All qualified internal candidates will be considered for this position, irrespective of their current geographic location.
    $95k-149k yearly est. Auto-Apply 8d ago
  • Associate-Finance and Accounting BPO/Managed Services

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Baker Tilly Virchow Krause, LLP job in Houston, TX

    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: As an Associate in our Mid Market Outsourced Accounting & Advisory Services practice, you will be a vital member of a high-performing team, providing best-in-class accounting and advisory services to our clients. You will support the day-to-day financial operations for multiple clients, ensuring accuracy and efficiency in a cloud-based environment. This role is a fantastic opportunity for an early-career professional to gain hands-on experience, develop technical accounting skills, and contribute to a collaborative, client-focused team. You will be responsible for a variety of tasks that contribute to the overall financial health and strategic goals of our clients. Key Responsibilities * Transactional Accounting: Perform daily and weekly accounting tasks, including accounts payable (P2P), accounts receivable (O2C), bank reconciliations, and expense management. * Financial Reporting Support: Assist in the preparation of monthly, quarterly, and annual financial statements and other key reports for clients. * Process Improvement: Contribute to the implementation of process improvements to streamline workflows and enhance efficiency. * Data Management: Accurately classify, record, and summarize financial data, ensuring the integrity of financial records. * Client Collaboration: Work closely with the engagement team and client contacts to gather information, clarify requirements, and ensure timely completion of tasks. * Documentation: Support the creation and maintenance of standardized desktop procedures and process documentation. * Problem-Solving: Assist in troubleshooting and resolving accounting issues and discrepancies. Qualifications * Education: o Bachelor's degree in Accounting, Finance, or a related field is required. * Experience: o Relevant internship - 2 years professional work experience in an accounting or finance role is a plus. o Experience in MS Office Suite, and ERP systems (e.g. Workday, SAP, Oracle, QuickBooks Online, Sage Intacct, NetSuite) as a plus. * Skills: o Foundational knowledge of Generally Accepted Accounting Principles (GAAP). o Strong analytical and problem-solving abilities with a keen attention to detail. o Excellent organizational, communication, and interpersonal skills. o Ability to work effectively in a fast-paced, team-oriented environment. o A proactive and adaptable mindset with a strong commitment to continuous learning.
    $60k-85k yearly est. Auto-Apply 60d+ ago
  • Senior Consultant - Sage Intacct Implementation

    Bakertilly 4.6company rating

    Bakertilly job in Houston, TX

    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 professional services firms in the nation? Do you enjoy helping customers embrace technology to elevate their business and customer satisfaction? If yes, consider joining Baker Tilly Advisory Group, LP (BT) as a Sage Intacct Senior Consultant! At BT your main responsibilities will include working directly with project managers and customers delivering software solutions for implementation projects with high customer satisfaction and successful customer adoption. (This position is REMOTE.) As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. Does this describe you? You want to work for a leading professional services firm whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions You want to grow professionally and develop your client service and technical skills to build a career with endless opportunities now, for tomorrow What you will do: Be a trusted member of the engagement team and responsible for: Managing multiple projects and customers simultaneously to successfully implement following our prescriptive implementation methodology resulting in in-scope/on-budget/on-time delivery, high customer satisfaction, and successful customer adoption Executing all aspects of the implementation process which includes collaborative consultation with the client, requirements definition, solution design, configuration, unit and integration testing, training, data cleansing, and data migration Maintaining deep knowledge of the Sage Intacct software including expertise implementing and using Sage Intacct advanced modules, as well as staying current with the latest product features and enhancements. Configuring and implementing the Sage Intacct software based on a thorough understanding of customer-specific business processes as well as industry and system best practices Developing and deploying implementation project plans and ensure projects are delivered on time, on budget while optimizing return on investment Utilizing and developing less experienced implementation resources providing on-the-job coaching and mentoring Conducting training for customer end-users at all levels of the customer organization and relate system functionality to customer business requirements Effectively documenting customer business requirements into configurable software solutions and business management processes utilizing best practices and visual process flowcharts Responding to customer technical support issues related to the system implementation Designing and building industry specific key performance indicators, reports, and dashboards Working in a team-oriented and collaborative environment with Professional Services, Sales, Support, Marketing and Customer Success to effectively coordinate project execution and completion Delivering prompt, concise, and friendly communications while providing high quality service and leadership to align with customer goals and requests Contributing to and using knowledge repository of deployment best practices and enhance tools and repeatability of service delivery Mentoring Associate Solution Architects and Solution Architects on processes, Sages Intacct modules and customer/project management Serving as an escalation point for project issues 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 Bachelor's degree required, preferably in Accounting, Business or MIS (candidate must also have general understanding of accounting terms through previous courses or experience) Three (3)+ years' experience providing consulting and implementing Sage Intacct, ERP/financial applications and/or other SaaS solutions Consulting experience end-to-end through the entire software delivery life cycle following a process-based methodology or experience as an end user who has gone through a software implementation or upgrade Advanced proficiency with Excel (pivot tables, VLOOKUP's, macros, etc.) is preferred for efficient data mapping, integration, and migration of customer data Demonstrated skills in the areas of time management, communication, relationship building, collaboration, and problem solving Strong leadership, project management, organizational and analytical skills, initiative, adaptability Microsoft Suite skills Eligibility to work in the U.S. without sponsorship The compensation range for this role is $85,910 to $162,890. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $85.9k-162.9k yearly Auto-Apply 3d ago
  • Manager- Sales/Use Tax

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Baker Tilly Virchow Krause, LLP job in Houston, TX

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities Baker Tilly , one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Sales/Use Tax Manager-to join our growing State & Local Tax (SALT) practice in Texas! Our SALT practice is made up of 100+ professionals across the U.S., providing a full spectrum of services including Income & Franchise tax, Sales & Use tax, Real & Personal Property tax, Unclaimed Property and Voluntary Disclosure & Remediation by industry needs. As a member of this talented team, you will help clients capitalize on strategic ideas and planning techniques that ensure state and local tax compliance, reduce expenses and enhance cash flow. The Sales and Use Tax Manager's primary responsibilities are to identify Sales and Use tax savings opportunities for multi-state clients and direct staff in day to-day operations. The incumbent will be meeting with clients and/or taxing authorities, preparing correspondence, researching issues, completing data reconciliations, making taxability decisions and preparing tax authority filings. Duties and Responsibilities * Reviews and finalizes staff's audit/refund tax decisions * Reviews client data for tax savings opportunities * Mentors staff and manages staff workload * Drafts filings, such as petitions for redetermination, refund claims, and various other administrative replies * Responds to client inquiries and prepares documentation requests from state agencies * Reconciles tax returns with client data * Travels to client locations to gather and copy tax returns, invoices, purchase orders, and other documentation to use in audit/refund process * Other duties as assigned Typical Decisions and/or Recommendations * Completion of sales tax research for client issues in different states * Staff time allocations on sales tax projects Supervision Given and/or Received * Delegation of project work to staff * Initial person for staff to address project issues/concerns * Mentoring, training, and/or developing staff Education and Experience * Bachelor's Degree required in Accounting/Finance * Certification highly preferred. * At least four years of experience in Sales Tax Consulting positions Knowledge and Skills * Proficient in Access * Demonstrates knowledge of basic tax research * Experience in conducting tax audits and reverse tax audits * Ability to analyze raw data to reconcile trial balances and sales and use tax returns For California, Colorado, New York and Washington: The compensation range for this role is $100,340 to $190,240. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $100.3k-190.2k yearly Auto-Apply 38d ago
  • Associate, Leadership Advisory Services

    Spencer Stuart 4.8company rating

    Houston, TX job

    Leadership Advisory Services Practice The Leadership Advisory Services (LAS) Practice is an exciting, vibrant, and dynamic practice within Spencer Stuart. Operating synergistically alongside the Firm's market-leading Executive Search business, LAS professionals provide advice and partnership to clients navigating a range of key leadership and talent issues including: aligning culture and talent strategy with business strategy; maximizing team effectiveness; merger integration support; executive assessment; and talent development and transition support. LAS provides expertise in leadership assessment and development, which is a critical component to CEO succession. Furthermore, LAS is the engine that drives our capabilities and culture models, which are employed during CEO Succession engagements to ensure clients take a multi-faceted approach towards their leadership decisions. The Role The LAS Associate supports Consultants in the full execution of client engagements, including the deep dive, multi-method assessment of executives, teams and organizations, and the formulation of written materials relative to assessment and development findings. The Associate contributes actively at all stages of the engagement lifecycle- from business development/RFP through to advisory recommendations and client/participant feedback. The LAS practice serves as an innovation hub for the broader firm. In addition to executing client engagements, the Associate serves as a subject matter expert relative to Spencer Stuart's proprietary culture products and solutions. They play an important role in the education and training of internal colleagues (both LAS and Search) regarding product offerings and participates actively in internal initiatives for LAS product development and the build-out of the practice infrastructure. The objective of the LAS Associate role is to provide world-class leadership advisory services to the firm's clients while also serving as a key colleague and teammate in advancing the growth agenda of the practice within the context of the firm's overall strategic objectives. A typical LAS client engagement team may include: LAS Consultants, Associates, Project Managers, Search Consultants and Executive Assistants. We view the leadership advisory skillset to be portable across industries; the LAS Associate serves clients across a diverse range of industry sectors. The LAS Associate role requires approximately 30-50% travel, primarily within the geographic/continental region of the person's home office (i.e. EMEA, North America, APAC). Occasional global travel may be required. The base compensation range for this position is $90,000 -150,000 per year. You may also be eligible to participate in our annual discretionary bonus program, in addition to our comprehensive benefits program, including medical insurance, 401(k), paid holidays. Actual base compensation within the range above will be dependent on the individual's skills, experiences, and qualifications. Key Relationships * This position reports to the LAS Director of Associates (solid line), Consultants (on a per-engagement basis). * The successful candidate will engage regularly with members of the LAS practice. * This position will be based in one of our US offices, with the specific office locations variable based on time of year and other factors. Key Responsibilities Supporting Execution The LAS Associate is critical to the execution of client engagements and plays an active role in all aspects of the engagement lifecycle. The successful Associate will handle multiple engagements across varied time zones with competing deadlines, and will work effectively with individuals who have differing styles in order to consistently produce world-class deliverables for the firm's clients: * Fosters business development opportunities and assists in preparation for pitch presentations; participates in new business pitches * Assists in the development of client communications and engagement plan * Assists in the administration of proprietary leadership advisory tools and assessment methodologies * Works with Consultant to synthesize data from multi-method assessments and prepares client reports/deliverables capturing an integrated point of view * Contributes to summary client presentations and other documents identifying key organizational, cultural or strategic findings across the engagement * Participates in client meetings to relay assessment and advisory findings Engagement Management In collaboration with relevant team members (including but not limited to Executive Assistants, LAS Consultants, and Search Consultants/Associates) the LAS Associate participates in the planning and management of the engagement lifecycle. Working with limited technology resources and a diverse group of internal and external decision makers often spanning time-zones and geographies, the LAS Associate assists in driving high touch, high value engagement management and seamless execution: * Demonstrates initiative and commitment by doing what is needed at all phases of the process * Over time, develops an understanding of the resources required to execute all aspects of the engagement life-cycle; leverages this insight to consistently and proactively think ahead, develop engagement plans and timelines, and anticipate next steps * Communicates engagement progress to the client and/or engagement team at agreed upon intervals * Fosters close communication and builds strong working relationships with peer colleagues, including Executive Assistants, Associates and Analysts * Manages a large volume of information with rigorous attention to detail; develops personal systems and tactics for maximizing personal organization and productivity Practice Building Experiencing a continuous growth trajectory and serving as a strategic incubator for the broader firm as it evolves its approach to assessment in search, the LAS Practice encourages an "all hands on deck" attitude from each of its members. The successful Associate is a self-starter who will operate comfortably in this environment characterized by rapid change and ambiguity. He/She will assist in driving structural and product-driven enhancements within LAS by: * Participating actively in internal initiatives relative to LAS product development and the build-out of practice infrastructure, if needed by taking on responsibilities for additional tasks * Practice-building activities may include but are not limited to: * Providing ongoing targeted feedback on current/existing LAS tools * Assisting in the development of additional proprietary assessment tools and technologies * Analyzing current business process methodologies and contributing to business process improvement initiatives * Building relationships with and proactively engaging with search colleagues; developing an understanding of the firm's core search business and facilitating wider understanding of LAS products, services and strategy CANDIDATE PROFILE Ideal Experience * Four or more years' experience in relevant leadership advisory or strategy consulting environment OR four or more years' experience in corporate Human Resources Management with a focus on organizational development and/or organizational culture * Experience related to the application and interpretation of psychometric instruments * Superior business writing skills (as evidenced through project work or writing samples to be provided upon request) * General business acumen as defined by having operated in a range of business situations/contexts * Direct interaction/experience with executive-level clients is advantageous but not required * Undergraduate degree from highly competitive university required. Advanced degree is preferable * Excellent command of written and spoken English is required. Command of additional languages helpful Critical Capabilities For Success Driving Results: Works to Meet/Beat Explicit Goals * Works to achieve goals while overcoming obstacles and/or planning for contingencies. * Is proactive and shows strong feelings of urgency about reaching targets * Checks work of him/herself and others against required quality standards * Reviews performance and progress of key projects and initiatives on a regular basis to ensure team is achieving results, seeking corrective action as needed Customer/Client Mindset: Highly responsive to clients and follows good process * Works to have things done correctly in order to maximize client satisfaction * Uses consistent approaches and good processes to address client needs * Respects client needs and places the highest importance on delivering timely and effective service * Addresses client concerns proactively and reactively * Demonstrates a keen sense of urgency and professionalism in responding to client communications and navigating client situations Collaborating and Influencing: Engages individually to build collaboration * Invites and uses the opinions and perspectives of others * Engages others in a dialogue to gain commitment and bring them "on board" * Uses a range of influencing styles and adapts his/her own approach to the audience or individuals; anticipates the impact of his/her words and actions, prepares for possible resistance or pushback and responds in an appropriate, respectful manner. * Checks with both sides of a discussion to ensure common understanding * Takes initiative to maintain relationships Spencer Stuart is a proud equal opportunity and affirmative action employer. We are committed to non-discrimination without regard to actual or perceived race, ethnicity, creed, color, religion, gender (including pregnancy, childbirth or related medical conditions), national origin, immigration status, ancestry, age, marital status, protected veteran status, physical or mental disability, medical condition, genetic information, sexual orientation, gender identity, or any basis prohibited under applicable federal, state or local law.
    $90k-150k yearly Auto-Apply 56d ago
  • Senior Accountant

    Holthouse Carlin & Van Trigt LLP 4.3company rating

    Pasadena, TX job

    Come for the Challenge. Stay for the Experience. At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience. What We Do and Who We Serve We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing. We Live Our Core Values Our values guide us in our day-to-day interactions with our clients and each other-Integrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team. Discover How Far You Can Go. Opportunities abound at HCVT. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating client engagements for our teams to work on-the kind of work that helps you develop and refine your skills to advance in the profession. Hybrid Work HCVT currently offers a hybrid work model that allows eligible employees to work both remotely and in the office, based on business needs and team coordination. When working remotely, employees are expected to meet the same performance standards, adhere to the same policies, and maintain the same level of communication, collaboration, and responsiveness as working in the office. Please note that this arrangement is not guaranteed and subject to change at any time. We will strive to provide reasonable notice of any changes to your work location or schedule whenever possible. Apply today and find out why so many come for the challenge-and stay for the experience. We look forward to meeting you! As a Senior Accountant within our dynamic Business Management group, you will be at the forefront of our mission to protect assets, preserve value, and foster growth for our diverse clientele. You will be pivotal in providing personalized, concierge-level service tailored to the unique needs of each client. As a Senior Accountant in our Business Management group, your main responsibilities will include, but are not limited to, the following: * Prepare Financial Reports: Compile and present comprehensive financial reports, including monthly cash flows, balance sheets, and profit & loss statements for review and annual filings. * Maintain Financial Records: Generate supporting lead schedules for asset and liability accounts, ensuring accuracy and coherence in financial reporting. * General Ledger Reconciliations: Perform GL account reconciliations and analysis to resolve discrepancies as needed and record intercompany transactions. * Manage Financial Operations: Manage accounts receivable, payable, commission payments, and payroll operations with precision and efficiency including month end closeouts. * Manage Client Transactions: Record, categorize, and reconcile client bank and credit card statements. * Monitor Cash Flow: Manage and monitor cash receipts and cash balances. * Prepare Client Reports: Prepare and review complex client statements and reports, ensuring they meet high-quality standards. * Deliver Exceptional Client Service: Prepare comprehensive client meeting packages, equipping our team with necessary insights for productive discussions. * Provide Accounting Support: Address general accounting inquiries and tackle more complex accounting tasks, escalating when necessary. * Support Team Development: Support junior team members in understanding client-related processes and accounting matters, sharing your expertise to foster their professional growth. * Ad Hoc Projects: Be prepared to tackle projects as needed, demonstrating flexibility and adaptability to meet evolving business needs. To be successful, these are the skills and experience you will need: * Bachelor's degree in accounting required * Active CPA license or working toward CPA license preferred * 5+ years of experience in corporate accounting * Experience with AgilLink and QuickBooks/QBO a plus * Ability to pay attention to details, follow directions, communicate effectively, and work in a team environment * Thorough understanding of the general ledger, intercompany transactions, AP/AR, payroll, bank reconciliations, financial statements and supporting lead schedules * Self-motivated and demonstrated ability to work independently with minimal supervision * Strong computer skills, i.e. Excel, Outlook * Efficient time management skills with a proven ability to consistently meet deadlines * Capacity to effectively prioritize multiple urgent projects while simultaneously maintaining transparent and consistent communication with managers You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment. * Visit the Benefits section to learn more This salary range is specific to the state(s) listed and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill set and education; experience and training; licensure and certifications; and other business and organizational needs. A reasonable estimate of the range for this position is $75,000 to $85,000 plus overtime. Connect with us: LinkedIn, Instagram, Facebook, HCVT Website #LI-Hybrid #LI-GC1 The ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative.
    $75k-85k yearly 60d+ ago
  • Principal, M&A Tax

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Baker Tilly Virchow Krause, LLP job in Houston, TX

    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: Description We are seeking a talented M&A Tax Principal with Private Equity experience and exceptional technical and relationship development skills to join our dynamic Private Equity-focused team. The ideal candidate possesses deep technical expertise in complex corporate and flow-through transaction tax structuring and a proven track record of leading complex, high-stakes transactions with strategic tax insights that create significant value for Private Equity clients. This individual excels at building and maintaining strong relationships, collaborating seamlessly with deal teams, investment bankers, legal advisors, and portfolio company management to foster confidence and drive deal momentum. They demonstrate outstanding business development acumen, identifying emerging opportunities and articulating tailored tax solutions that resonate with senior stakeholders. The candidate will be a dedicated mentor and leader, committed to developing and inspiring team members through coaching, feedback, and fostering a collaborative, high-performance culture that elevates overall team capabilities. If you are a strategic thinker with entrepreneurial drive and a passion for both client success and talent development, we invite you to apply for an opportunity to help shape the future of our firm. You will enjoy this role if: * You are excited to drive growth and able to market-source new Private Equity clients and new business * You take a strategic approach to the execution of client work and Firm responsibilities; are consulted by clients on most important business and strategic decisions; and implement new ideas in an effort to improve processes and achieve better results * You want to work for a leading advisory firm that is growing and creating exceptional opportunities * You are passionate about contributing to your team's professional growth and development, creating opportunities for others as well as yourself * You set yourself apart as a role model for others and inspires others do the same * You are someone who treats all principals, employees, and clients with respect and is timely and responsive, listens well, considers others points of view, and is intolerant of disrespectful or unethical behavior What You Will Do: * Advise and influence substantial Private Equity client relationships to achieve functional objectives and strengthen relationships * Provide value added services that are critical to our ability to obtain and serve Private Equity clients * Address complex M&A tax related client matters through both innovative and established approaches * Drive the delivery of strategies to Private Equity clients with a strong focus on managing risk and safety * Deliver exceptional tax consulting services to Private Equity clients involved in complex mergers, acquisitions, divestitures, and other restructuring transactions * Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new Private Equity clients, projects, and revenue * Operate within and effectively leverage Baker Tilly's matrixed structure of industry, service, and geography to develop and execute growth strategies and work in close coordination with regional and national leaders * Be responsible for building your legacy and succession plan through the development of our people * Represent Baker Tilly and be someone who is sought after in the marketplace for activities such as speaking at conferences or authoring articles, thereby enhancing the global brand of the Firm. Qualifications Successful candidates will be: * A leader with a demonstrated ability to develop relationships and serve as a value architect * Accretive to the team in a manner that allows the Firm to excel against our competition and through the professional and technical advantages brought the candidate * A partner or principal at current firm * Experienced with a proven professional services track-record, working for at least fifteen years with Private Equity clients on tax aspects of complex domestic and cross-border business transactions including mergers, acquisitions, divestitures, and restructurings involving debt and equity * Viewed as immediately capable of leading and elevating the technical base of our people such that we are able to safely expand our service offerings and strengthen our reputation in the marketplace * A proven entrepreneur with a track-record of successful business growth * Able to lead others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current, see the "big picture" as well as the details, display appropriate ethical knowledge, and exhibit a sense of urgency and commitment to quality and the timely completion of projects * Capable of providing a technical skill set that allows the Firm to attract a more complex and diverse client base and bring that skillset to our clients and prospects * Viewed as providing a knowledge base that is a distinguishing factor in our market and will be immediately recognized as a deep specialist in the field, such that your direct involvement in the team elevates the total client experience in a manner that clients and prospects see Baker Tilly as the preferred Firm in the marketplace * A CPA or bar licensed attorney required; masters or LLM in taxation desired but not required * Nimble and responsive, with the ability to travel nationally as client and Firm needs may require
    $89k-129k yearly est. Auto-Apply 4d ago
  • Tax Internship - Summer 2027

    Holthouse Carlin & Van Trigt LLP 4.3company rating

    Pasadena, TX job

    Come for the Challenge. Stay for the Experience. At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience. What We Do and Who We Serve We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing. We Live Our Core Values Our values guide us in our day-to-day interactions with our clients and each other-Integrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team. Discover How Far You Can Go. Opportunities abound at HCVT. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating client engagements for our teams to work on-the kind of work that helps you develop and refine your skills to advance in the profession. Hybrid Work HCVT currently offers a hybrid work model that allows eligible employees to work both remotely and in the office, based on business needs and team coordination. When working remotely, employees are expected to meet the same performance standards, adhere to the same policies, and maintain the same level of communication, collaboration, and responsiveness as working in the office. Please note that this arrangement is not guaranteed and subject to change at any time. We will strive to provide reasonable notice of any changes to your work location or schedule whenever possible. Apply today and find out why so many come for the challenge-and stay for the experience. We look forward to meeting you! As an Intern in our Tax service line, you will be responsible for the following: * Prepare federal and multi-state income tax returns for individuals, partnerships, corporations, and trusts and its related income tax work papers * Complete a variety of projects within engagement timeline and budget guidelines * Learn and effectively utilize firm tax preparation software to continually learn, share knowledge with team members, and enhance the quality of service to clients * Perform self-review of work * Perform tax technical research assigned by supervisors * Develop strong relationships with firm professionals * Participate in firm training and activities * Work with your buddy and performance manager on professional development of both technical and soft skills. To be successful, these are the skills, qualities and experience you will need: * On track to completing a bachelor's degree in accounting or a master's degree in accounting or taxation between December 2027 - July 2028 * Available to work 40 hours a week from Mid-June through Mid-August * Minimum overall and accounting GPAs of 3.0 * Active membership in Beta Alpha Psi or another campus accounting organization * Strong technical aptitude and demonstrate effective verbal and written communication skills * Exhibit leadership skills that demonstrate strong judgement, problem-solving, and decision-making abilities * Able to learn in a fast paced environment and receptive to feedback and coaching * Ability to multi-task, prioritize responsibilities, and take initiative on projects * High attention to detail * A positive attitude and is a team player mentality with a can-do spirit How to Apply: * Select the office you're most interested in and submit an application - ************************** * Required documents - Resume, Unofficial Transcripts * Note - HCVT is unable to sponsor the work authorization of candidates. This salary range is specific to the state(s) listed and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill set and education; experience and training; licensure and certifications; and other business and organizational needs. A reasonable salary estimate for this position is $38.00 per hour and it is eligible for a one-time program completion bonus. Connect with us: LinkedIn, Instagram, Facebook, HCVT Website #LI-BA1 #LI-Hybrid #LI-DNI The ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative.
    $38 hourly 60d+ ago
  • Senior Associate- Client Accounting Services, Real Estate

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Baker Tilly Virchow Krause, LLP job in Houston, TX

    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 ready for a new accounting challenge? Do you want to use your experience from public or private accounting in a new way? Join Baker Tilly (BT) as a Senior Property Accountant with our growing outsourced Client Accounting Services practice! This is a great opportunity to be a valued business advisor property accounting services to multiple clients across the country. 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. This is a hybrid position - located near one of our offices. In this role, you will work in a cloud based environment and serve as a Senior Accounting Associate for multiple clients across the country, working with a team of professionals to provide property accounting services to their businesses. Come and join a fast growing team, where we can offer you variety in your client work to help you grow your skills and a steady schedule to allow for a healthy work/life balance! You will enjoy this role if: * You are looking for your next challenge, crave variety where no day is the same and feel your skills and experience can be better utilized * You are comfortable using technology and would enjoy helping businesses become more automated through cloud based accounting solutions * You are looking to be part of a fast growing, innovative practice where your hard work and creativity can help us continue to build, improve and advance * You like a corporate accounting department schedule and environment, but also crave the investment in technology and training that an innovative CPA firm provides to accountants What you will do: The Senior Property Accounting Associate will handle accounting matters for various commercial/retail/hospitality assets. Responsibilities include, but are not limited to, the following: * Prepare and deliver monthly financial reporting package for each assigned property * Maintain accounting records for ownership entities holding real estate assets * Monitor compliance of certain ownership, debt and other agreements * Prepare annualized income and expense projections each month to assist Property Management and client in cash flow management and determining when investor approvals are required * Prepare and analyze periodic excess net cash flow distribution calculations * Prepare journal entries related to significant transactions such as acquisitions, dispositions, and financings * Prepare data to support the annual financial statement audit and preparation of tax returns * Assist in preparation and review of annual budget * Work alongside Property Management to prepare tenant reconciliation settlements in accordance with stipulated lease terms including, but not limited to, operating expenses, real estate taxes and utilities * Input and setup all new leases and lease renewals in property management software * 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 * Bachelor's degree in accounting * Three+ (3)+ years of experience in commercial real estate or public accounting (with exposure to commercial real estate) * Development/Construction accounting background is preferred * Intermediate to advance with MS Office software/Excel * Experience with MRI or Yardi preferred * Excellent analytical, technical and problem solving skills, with strong attention to detail * Exceptional verbal and written communication, collaboration, and time management skills * Eligibility to work in the U.S., without sponsorship, highly preferred #LI-AB1 #LI-Hybrid
    $52k-72k yearly est. Auto-Apply 10d ago
  • Systems Engineer - Pressurized Rover

    MRI Technologies 4.2company rating

    Houston, TX job

    MRI Technologies is a woman-owned small business that has proudly partnered with NASA since 1988, delivering engineering and software solutions that meet the complex operational environment of space flight. We currently support many diverse projects such as the International Space Station (ISS), Orion Multi-Purpose Crew Vehicle, and NASA's Extra-Vehicular Activity (EVA) and Space Suits, just to name a few! We have a reputation for providing superior services and skillfully trained team members to help NASA achieve their missions on Earth, the Moon, to Mars and beyond! We are seeking a passionate and highly motivated Systems Engineer to support the Pressurized Rover project in Houston, TX, in partnership with our teammate company. This high-impact role requires deep expertise in system architecture, integration, and risk management, providing crucial technical oversight for both the Rover and critical Orion Landing and Recovery Systems (LRS). Key Responsibilities: You will work in close collaboration with the Lead Systems Engineer and Project Systems Engineering team, demonstrating leadership and technical authority in the following areas: * Systems Engineering Leadership: Lead interdisciplinary teams through all phases of the Systems Engineering "V" model. * Orion Landing System Oversight: Serve as backup to the System Manager (SM), ensuring technical oversight and continuity. * LRS Coordination: Support the SM in coordinating and covering all Landing and Recovery System (LRS) meetings and tasks. * Integration Support: Assist in crucial integration efforts between NASA and Prime Contractor teams for the Orion landing system. * Technical Documentation: Review, develop, and approve specifications, Interface Requirements Documents (IRDs), and Interface Control Documents (ICDs) for key subsystems (LRS, Mechanisms, Structures, GN&C, Pyrotechnics, and Propulsion). * Verification & Compliance: Review and approve verification plans and reports to ensure compliance with system requirements. * Risk & Issue Management: Proactively coordinate technical activities to anticipate and resolve issues, optimize requirements, and identify/manage technical risks with mitigation strategies. * Post-Landing Collaboration: Collaborate with Orion and Exploration Ground Systems (EGS) to support post-landing and recovery activities for the Crew Service Module (CSM) from an engineering technical authority perspective. Required Qualifications: This position has been posted at multiple levels, and we reserve the right to consider candidates at any level for which this position has been advertised. * Education & Experience: Typically requires a minimum of a Bachelor's degree in Engineering from an accredited institution and normally possess 10-12 years of related experience in systems engineering and vehicle integration. * Proven experience in system architecture, requirements development, design trades, risk analysis, and space hardware systems analysis. * Experience with certification of human spaceflight hardware. * Strong understanding of risk management and rigorous testing methodologies. * Familiarity with Model-Based Systems Engineering (MBSE) tools and requirements management platforms (e.g., Jama, IBM DOORS, DOORS Next Gen). * Excellent written and verbal communication skills, strong analytical abilities, and attention to detail. Preferred Skills & Experience: Candidates possessing the following skills will be highly competitive: * Experience delivering spaceflight hardware for operational missions. * Working knowledge of NASA, JSC, and ISS engineering standards and practices, including safety and fault tolerance. * Familiarity with NASA/JSC documentation systems and SharePoint environments. * Prior experience participating in or supporting program-level review boards. As we are a Federal Contractor, most positions require the employee to obtain and maintain a U.S. Government background investigation. MRI also completes a pre-screening background check for anyone offered employment.
    $73k-99k yearly est. 37d ago
  • Manager-Finance and Accounting BPO/Managed Services

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Baker Tilly Virchow Krause, LLP job in Houston, TX

    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: As a Manager in our Mid Market Outsourced Accounting & Advisory Services practice, you'll be a key leader, providing exceptional, best-in-class financial and accounting expertise to a portfolio of clients. You'll work in a modern, cloud-based environment, leveraging your deep knowledge of finance and accounting operations, including Procure-to-Pay (P2P), Order-to-Cash (O2C), and Record-to-Report (R2R). You'll act as a strategic business advisor, providing valuable insights and driving process improvements for our clients. You will lead and mentor a team of professionals, ensuring high-quality service delivery and client satisfaction. Key Responsibilities * Provide outsourced accounting and advisory services to clients, including financial reporting, budgeting, and forecasting. * Perform and manage the end-to-end accounting operations, ensuring the timely and accurate preparation of financial reports (monthly, quarterly, and annually) and that all reporting complies with the appropriate accounting frameworks. * Support the client engagement team, ensuring quality, completeness, and workflows are efficient, streamlined. * Act as a primary point of contact and business advisor for client leadership (CFOs, Controllers), providing insights based on industry trends and business acumen. * Maintain a robust system of internal controls to mitigate risk and enhance the accuracy and relevance of financial results. * Drive process improvement initiatives, utilizing technology and automation to enhance efficiency and effectiveness. * Coach, train, and mentor staff, promoting teamwork, professional development, and strong client service. Qualifications * Experience: o Six or more years of progressively responsible experience in professional accounting functions is required. o Experience in public accounting, professional services, or a Business Process Outsourcing (BPO) environment is a plus. o Experience in a client-facing role is strongly preferred. * Education & Certifications: o Bachelor's Degree in Accounting is required. o CPA or MBA is preferred. * Skills & Competencies: o Advanced knowledge of US Generally Accepted Accounting Principles (GAAP). o Proficiency in ERP systems (Workday, Oracle, or SAP is a plus). o Excellent communication, leadership, and stakeholder management skills. o Proven ability to manage teams and mentor staff. o Experience with Microsoft Suie, financial automation and digital transformation tools is a plus.
    $75k-104k yearly est. Auto-Apply 60d+ ago
  • Consultant, IRA Advisory

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Baker Tilly Virchow Krause, LLP job in Houston, TX

    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: Come join Baker Tilly's Development Advisory team as a Consultant! You will be a part of our Development Advisory team where you will provide a variety of services including, but not limited to, energy and infrastructure advisory and project development support, economic development and capital planning support, and federal grant advisory with potential clients such as Tribes and Tribal Organizations, municipalities, non-profits, and other for-profit entities. You will be an integral part of supporting Baker Tilly's services tied to the Inflation Reduction Act. As one of the fastest growing firms in the nation, Baker Tilly 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 considering a long-term career in professional services and want exposure to the energy and community development advisory industry * Value your development and want to work for a firm whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions * Want to grow professionally and develop your client service and technical skills to build a strong foundation now, for tomorrow * You will have the opportunity to: * Gain hands-on experience in energy and community development advisory * Participate in our technical training and development program designed to provide the tools needed to contribute to and lead client engagements * Experience on-the-job training through real work engagements * Learn directly from experienced managers and partners with specialized experience and technical knowledge within various industries such as energy and utilities, real estate, public sector, and transactions, among others Qualifications: * Bachelor's degree in finance, business, accounting, supply chain, engineering or manufacturing-related field required. * The ability to work effectively in a team environment with all levels of client personnel * Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving * Organizational and analytical skills, initiative, adaptability * Proficiency with Microsoft programs (Word, Excel, PowerPoint, etc.) * Consultants will additionally have: * 1-2 years of relevant work experience * Involvement with a professional organization desired * Experience building financial models incorporating income statements and cash flows to support business decisions * Experience with core financial processes (e.g. monthly close, financial reporting)
    $63k-91k yearly est. Auto-Apply 18d ago

Learn more about Baker Tilly jobs

Most common locations at Baker Tilly