Baker Tilly Virchow Krause, LLP job in Los Angeles, CA
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
Are you interested in joining one of the fastest growing public accounting firms?
Would you like the ability to focus on one industry sector and further become an expert for your clients?
If yes, consider joining Baker Tilly (BT) as a Federal Tax Senior Associate! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You will enjoy this role if:
* You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve
* You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
* You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
* You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)
* You want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrow
What you will do:
* Be a trusted member of the engagement team providing various federal tax compliance and consulting services to industry specific clients:
* Provide tax compliance and advisory services to S-corporations, partnerships, individuals and corporations ranging from middle market to multinational companies
* Participate in tax research projects on a variety of tax issues, help to draft IRS responses and address other tax authority inquiries
* Team with leaders on special projects in various areas of corporate and flow through taxation such as accounting methods and ASC740
* Develop recommendations for the client to consider and share with leadership to discuss and strategize
* Communicate and team with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas
* Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs
* Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients
* Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
* Enjoy friendships, social activities and team outings that encourage a work-life balance
Qualifications
Successful candidates will have:
* Bachelor's degree in accounting or law, or a related degree in business, and sufficient course work and credits to sit for the CPA and/or Bar exam in the state you are being considered
* CPA or JD license preferred
* Two (2)+ years of experience providing federal tax compliance and consulting services in a public accounting firm
* Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
* Strong leadership, project management, organizational and analytical skills, initiative, adaptability
* Microsoft Suite skills
* Highly developed software and Microsoft Suite skills
* Eligibility to work in the U.S. without sponsorship preferred
The compensation range for this role is $80,000 to $135,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$80k-135k yearly 1d ago
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Office Services Assistant, Temporary
Bakertilly 4.6
Bakertilly job in Los Angeles, CA
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
The Office Services Assistant provides general clerical and administrative office support assisting in daily office and operational needs of the business. Works closely with the Office Services Manager on a daily basis to ensure an organized office and assists associates to optimize processes and administrative business needs.
Sorts and delivers incoming, and outgoing mail, including accounts receivable bank drops
File, fax, scan, print and assemble documents. Assist with entering office expenses (fed ex, messenger services, invoices)
Possible travel -package pick-ups and drop-offs via USPS, UPS, and FedEx and food orders as needed
Provide reception coverage. Greet clients, answer office phones, receive and deliver documents to clients.
Ensure training rooms and conference rooms and over all office space is clean and organized. Assist in the set up or breaking down of tables, furniture, etc.
Schedule meetings and appointments. Schedule and prepare conference rooms. Assist with onboarding tasks and workspace readiness
Orders and stocks office supplies, stationary and breakroom supplies (coffee, soda, snacks)
Additional responsibilities as needed
Qualifications
High School Diploma required
1 to 3 years relevant experience required
Proficiency in Microsoft Office suite
Experience with office machines, including facsimile, high speed copier, multi-line phone and 10 key calculator preferred
Excellent customer service and client focused skills
Excellent organizational skills and ability to manage through competing priorities
Detail orientated and ability follow directions/procedures required, as well as prioritize calls and visitors
Ability to work independently to follow directions and procedures
Ability to work overtime and weekends as needed
Capable of safely lifting up to 25 lbs as needed
The compensation range for this role is $18.00 to $34.10. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$18-34.1 hourly Auto-Apply 58d ago
Client Development Senior Analyst, NA Leadership Advisory Services (LAS)
Spencer Stuart 4.8
Los Angeles, CA 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 60d+ ago
Manager, Transactions Advisory Services
Baker Tilly Virchow Krause, LLP 4.6
Baker Tilly Virchow Krause, LLP job in Irvine, CA
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
We are currently searching for a Manager to join our Transaction Advisory Service team within our Financial Advisory Services team. This is a great opportunity to be a valued business advisor and provide due diligence and transaction advisory services to our clients to meet their complex financial needs. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You will enjoy this role if:
* You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve - Baker Tilly Industries
* You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
* You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
* You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)
* You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow
What You Will Do:
* Data gathering, document review and preparation of quality of earnings reports.
* Research and financial analysis of target companies.
* Due diligence for both buy side and sell side transactions.
* Communication with clients to ensure delivery of exceptional client service.
* Participate in various marketing and recruiting activities of the firm.
* Opportunities for career development and to advance within the transaction advisory services group.
* Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
* Invest in your professional development individually and through participation in firm wide learning and development programs
* Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Successful candidates will have:
* 6+ years' experience in a large accounting firm in audit, financial advisory or transaction service lines
* Relevant bachelor's degree in accounting, finance or related
* Certified public accountant (CPA) preferred, not required
* High motivation, initiative and positive attitude
* Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
* Intermediate modeling and excel skills, experience conducting complex quantitative
and qualitative financial analysis and ability to generate data-driven insights
* Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced
environment with shifting priorities
* Excellent verbal and written communication, experience presenting analyses to
management and ability to lead and drive initiatives
* Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries
* Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings
The compensation range for this role is $114,000-$180,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$114k-180k yearly Auto-Apply 37d ago
Associate, Leadership Advisory Services
Spencer Stuart 4.8
Los Angeles, CA 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 60d+ ago
Cash Poster - Payment Posting - Hospital Claims
Guidehouse 3.7
El Segundo, CA job
Job Family:
Patient Account Representative
Travel Required:
None
Clearance Required:
None
What You Will Do:
The Cash Applications Specialist - Under general supervision and according to established policies and procedures, performs a variety of duties related to the payment posting function of the Management Services Organization (MSO). Such duties may include, but are not limited to, the following: 1) Processes and/or posts deposits, payments, denials, and adjustments. 2) Reconciles manual and electronic batches, 3) Performs other duties as assigned by direct supervisors.
This position will be on a hybrid schedule working two days in the El Segundo, CA office and three days from home.
Essential Job Functions
Must be self-directed / self-motivated; and have good communication and interpersonal skills.
Must be able to perform a variety of duties often changing from one task to another of a different nature without loss of efficiency or composure.
Accept responsibility for the direction, control and planning of one's own work.
Work independently.
Recognize the rights and responsibilities of patient confidentiality.
Convey empathy and compassion to those experiencing pain, physical or emotional distress and/or grief.
Relate to others in a manner which creates a sense of teamwork and cooperation.
Communicate effectively with people from every socioeconomic, cultural and educational background.
Exhibit flexibility and cope effectively in an ever-changing, fast-paced healthcare environment.
Perform effectively when confronted with emergency, critical, unusual or dangerous situations.
Demonstrate the quality work ethic of doing the right thing the right way.
Maintain a customer focus and strive to satisfy the customer's perceived needs.
Duties and Responsibilities
Payment prep and posting.
Sign out for payment batch on batch log with time received.
Prep payment batch before keying by identifying and circling invoices. Separate payments by groups.
Follow protocol for posting payments, denials, and adjustments to invoices in all groups.
Balance all groups back to batch total.
Sign batch back in on payment batch log with time completed.
Research payments.
Payments requiring additional information should be pulled out from the batch for research. If the pullout is not resolved in two business days it should be given to the Supervisor for follow up.
Research payments posted to unapplied invoices to identify location to refund.
Verify with the Lead or Supervisor before putting payments on an unapplied invoice.
Review of statements.
Review billing statements in lockboxes for address corrections and credit card payments.
Review workers compensation folders for remittances that need prepping for imaging.
Post and review special projects.
Records maintenance.
Assist opening mail when needed.
Maintain and shred lockbox statements, Viva remits and commercial remittance backup after six months.
Perform other duties as requested by Supervisor or Manager.
What You Will Need:
High School Diploma / GED or 3 years of Relevant Equivalent Experience in Lieu of Diploma / GED.
0-2+ year's experience in office, business, operations, customer service or healthcare field.
What Would Be Nice To Have:
6+ months of payment posting experience
One to three years of related experience and general knowledge of payor-specific or medical specialty reimbursement.
Knowledge of CPT and ICD-9/10 coding.
#IndeedSponsored
#LI-DNI
The annual salary range for this position is $38,000.00-$63,000.00. 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
401(k) Retirement Plan
Basic Life & Supplemental Life
Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts
Short-Term & Long-Term Disability
Tuition Reimbursement, Personal Development & Learning Opportunities
Skills Development & Certifications
Employee Referral Program
Corporate Sponsored Events & Community Outreach
Emergency Back-Up Childcare Program
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.
$38k-63k yearly Auto-Apply 15d ago
Quantitative Research Associate
Apollo Global Management 4.7
El Segundo, CA job
Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade credit to private equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. As of September 30th, 2025, Apollo had approximately $840 billion of assets under management. To learn more, please visit ***************
Position Overview:
The Quantitative Research Associate will play a critical role in supporting portfolio managers across Apollo's global investment-grade credit business by providing a broad range of quantitative support to deliver outstanding portfolio performance.
The role entails developing and maintaining sophisticated quantitative tools to support the effective management of bond portfolios, working closely with portfolio managers, traders, analysts, middle-office, and operations functions.
Primary Responsibilities:
* Apply quantitative approaches, tools, and techniques for modelling security valuations and portfolio risk
* Support portfolio construction, quantitative analysis, and risk management across corporate credit investment portfolios and funds
* Support portfolio managers with idea generation, portfolio risk management, performance reporting, and return attribution
* Work closely with colleagues across a global (LA, New York, London) platform
Qualifications & Experience
* 3+ years of relevant work experience in a buy-side or sell-side financial markets role; risk-taking or quant research experience preferred
* University degree in a quantitative field with an exceptional record of academic achievement
* Strong knowledge of portfolio construction, risk management, and performance attribution techniques
* Robust understanding of modelling techniques for fixed income, credit, and derivative pricing
* Proficiency in Python for data analysis and predictive modelling. Experience working in a collaborative coding environment is a plus (version control, code review, unit testing, code standards)
* Excellent attention to detail; strong written and verbal communication skills
* Excels in a rigorous and fast-paced team-oriented work environment
About Apollo
Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes.
Our Purpose & Core Values
Our clients rely on our investment acumen to help secure their future. We must never lose our focus and determination to be the best investors and most trusted partners on their behalf. We strive to be:
* The leading provider of retirement income solutions to institutions, companies, and individuals.
* The leading provider of capital solutions to companies. Our breadth and scale enable us to deliver capital for even the largest projects - and our small firm mindset ensures we will be a thoughtful and dedicated partner to these organizations. We are committed to helping them build stronger businesses.
* A leading contributor to addressing some of the biggest issues facing the world today - such as energy transition, accelerating the adoption of new technologies, and social impact - where innovative approaches to investing can make a positive difference.
We are building a unique firm of extraordinary colleagues who:
* Outperform expectations
* Challenge Convention
* Champion Opportunity
* Lead responsibly
* Drive collaboration
As One Apollo team, we believe that doing great work and having fun go hand in hand, and we are proud of what we can achieve together.
Our Benefits
Apollo relies on its people to keep it a leader in alternative investment management, and the firm's benefit programs are crafted to offer meaningful coverage for both you and your family.
Pay Range
$175,000 - $200,000
Apollo Global Management, Inc. (together with its subsidiaries and affiliates) is committed to championing opportunity.
The firm and its affiliates comply with applicable discrimination and equal opportunities legislation in all of its jurisdictions and do not discriminate in employment or recruitment based on race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or any other protected characteristic under applicable law.
The contents of the qualifications and experience section of this job description are a guideline only. If an applicant can otherwise demonstrate their suitability for the role they will be considered.
The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.
$175k-200k yearly Auto-Apply 2d ago
Summer Leadership Program (Orange County & Los Angeles)
Eide Bailly 4.4
Irvine, CA job
Join us on June 5th, 2026, for Summer Leadership Program in our Irvine office! This event will be held in collaboration with the Orange County (Tustin) and LA County (Irvine, Torrance, and Long Beach) offices. * Applications will be reviewed on a rolling basis
* Interviews will be on a rolling basis
About Summer Leadership Program
The Summer Leadership Program is an exciting 1-day event that gives high achieving students like you an inside look at public accounting and the Eide Bailly experience; what it's like to work here, the services we offer, the industries we serve, and more! You'll also participate in various activities that will build on your current professional skillset, giving you the competitive edge to jump-start your career in public accounting.
Activities include:
* Networking with Eide Bailly professionals and other students
* Deep dives into Assurance & Tax
* Fun, interactive team building events with Eide Bailly Staff and Partners
* Community service activity
* An inside look at upcoming internship opportunities with Eide Bailly
Selection Criteria
* Actively pursuing a degree in Accounting and have a strong interest in public accounting
* Graduating Spring 2027 - Spring 2028
* Academic performance
* Interpersonal skills
* Extracurricular activities, work experience, or other involvement
* Interest in Eide Bailly's culture
* Must be authorized to work in the United States now or in the future without visa sponsorship
Who We Are
Eide Bailly is a Top 25 CPA and business advisory firm with over 50 offices in the U.S. and India. Since 1917, we've built our firm around one thing: people. We believe meaningful work starts with meaningful relationships - with our clients, our communities, and each other. That's why we focus on creating an environment where you feel supported, connected, and empowered to grow. You'll be part of a team that values authenticity, fosters trust, and provides you with the tools to thrive.
Why You'll Love Eide Bailly
* You'll belong. We foster an inclusive, supportive environment where people look out for each other. You're a valued part of the team from day one.
* You'll grow. You'll get hands-on experience with a variety of clients and industries or projects, all while working directly with experienced professionals who want you to succeed.
* You'll be supported. Whether it's your Eide Guide, Career Advisor, or a co-worker you meet at lunch, you'll always have someone available to answer questions and help you navigate your career.
* You'll have balance. Meaningful work is only one part of a meaningful life. We offer flexibility and benefits designed to support your well-being - inside and outside of work.
Please note this is not an application for employment with Eide Bailly. This application is to participate in a one-day voluntary leadership program.
#LI-TD1
$66k-92k yearly est. Auto-Apply 6d ago
Counsel, Apollo Insurance Solutions Group
Apollo Global Management 4.7
El Segundo, CA job
Apollo is seeking a Counsel to join its global team of professionals who are focused on Apollo's fast growing Insurance Solutions business. The Counsel will be responsible for providing legal advice and counsel in support of the launch, maintenance, and dissolution of Apollo's various funds and products, with a particular focus on third-party Insurance Separately Managed Accounts (SMA) and certain fund matters. The Counsel will actively manage all legal aspects of fund formation activities, partnering closely with deal teams, external counsel, and the broader Legal, Regulatory, Tax & Compliance department.
Primary Responsibilities:
* Assist and manage the launch and ongoing administration of third-party SMA and certain private funds, public funds, and other managed accounts, with a specific focus on vehicles designed for insurance investors.
* Serve as a key legal advisor on fund structuring, investor negotiations, and regulatory considerations, ensuring compliance with insurance investor-specific regulatory and contractual requirements.
* Collaborate with external and internal stakeholders, including insurance investors, external counsel, investment professionals, investor relations, and operations teams, to facilitate fund formation and ensure alignment with investor needs.
* Review and negotiate investment management agreements, fund documentation, insurance-focused investment agreements, and regulatory filings to ensure compliance with legal, regulatory, and insurance investor requirements.
* Analyze and advise on investor agreements and subscription documentation, ensuring alignment with insurance investor preferences and fund terms.
* Review marketing and investor relations materials to ensure they align with fund terms, regulatory requirements, and insurance industry expectations.
* Partner with Legal, Tax & Compliance, Marketing, Finance, and Operations teams to support the growth of Apollo's SMA and certain fund platforms for insurance investors.
* Assist in strategic initiatives related to fund formation, structuring, and new product development, with a focus on investment strategies that meet the needs of insurance investors.
Qualifications & Experience
* Juris Doctorate from an accredited law school; member in good standing with the California State Bar Association or New York State Bar Association.
* 6-8 years of relevant legal experience at a top-tier law firm or in-house at a financial services firm with a strong focus on insurance investors.
* Extensive fund formation experience, with a strong emphasis on investment structures designed for insurance investors, including SMAs and private funds.
* Experience in structuring and negotiating third-party managed account agreements, side letters, and investor-specific arrangements for insurance clients.
* Deep understanding of regulatory frameworks applicable to insurance investors, including NAIC considerations, risk-based capital (RBC) implications, and compliance standards for insurance investment strategies.
* Strong knowledge of insurance investor regulatory requirements, including capital efficiency and asset allocation constraints.
* Exceptional communication skills, with the ability to distill complex legal concepts into clear and actionable advice for insurance-focused investors and internal teams.
* Strong interpersonal skills to build relationships with insurance investors, internal teams, and external stakeholders.
* Ability to work independently while overseeing and mentoring junior team members.
* Thrives in a fast-paced environment, managing multiple priorities and meeting deadlines.
* Entrepreneurial mindset, results-driven, and solutions-oriented approach.
* Assist in strategic initiatives related to fund formation, structuring, and new product development, with a focus on investment strategies that meet the needs of insurance investors.
Pay Range
$200,000 - $300,000
Apollo Global Management, Inc. (together with its subsidiaries and affiliates) is committed to championing opportunity.
The firm and its affiliates comply with applicable discrimination and equal opportunities legislation in all of its jurisdictions and do not discriminate in employment or recruitment based on race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or any other protected characteristic under applicable law.
The contents of the qualifications and experience section of this job description are a guideline only. If an applicant can otherwise demonstrate their suitability for the role they will be considered.
The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.
$200k-300k yearly Auto-Apply 60d+ ago
Audit Manager
Baker Tilly 4.6
Baker Tilly job in Irvine, CA
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
Are you interested in joining one of the fastest growing public accounting firms?
Would you like the ability to focus on one industry sector and further become an expert for your clients?
If yes, consider joining Baker Tilly (BT) as an Audit Manager! This is a great opportunity to be a valued business advisor delivering industry-focused audit and other assurance services to middle market clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You will enjoy this role if:
You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve
You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)
You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow
What you will do:
Be a trusted member of the engagement team providing various assurance and consulting services to industry specific clients, positively impacting their financial statements, profitability, and business operations through:
Proactively engaging with your clients throughout the year to understand business goals and challenges
Implementing appropriate testing to assess deficiencies of internal controls and make recommendations for improvement
Managing all fieldwork to ensure quality service and timely delivery of results
Playing an active role in providing valuable financial statement guidance and business recommendations based upon various testing performed and information gathered
Delivering business insight through thoughtful review, analysis, and discussion
Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
Invest in your professional development individually and through participation in firm wide learning and development programs
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Qualifications
Bachelor's degree in accounting required, master's or advanced degree desired
CPA required
Five (5) + years' experience providing financial statement auditing services in a professional services firm desired
Two (2) + years of supervisory experience, mentoring and counseling associates desired
Demonstrated management, analytical, organization, interpersonal, project management, communication skills
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
Highly developed software and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred
The compensation range for this role is $105,000 to $173,000
.
Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$105k-173k yearly Auto-Apply 42d ago
Administrative Assistant - Learning Operations Group
Holthouse Carlin & Van Trigt LLP 4.3
Long Beach, CA 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.
HCVT is seeking an Administrative Assistant to work with our Learning Operations Group. As a member of the team, you will assist our efforts in providing a rewarding, "best in class" experience for our employees in their pursuit for professional development. The ideal candidate will be highly organized with outstanding verbal and written communication skills, as well as the ability to effectively collaborate with teams across the firm. We're looking for someone with a strong work ethic, positive attitude, and a commitment to taking ownership and pride in their work.
Days in the office: Three days in the Long Beach office with the possibility of up to five days during training seasons.
As the Administrative Assistant for the Learning Operations Group, your responsibilities will include but not limited to:
* General Administrative Responsibilities:
* Support a fast-paced training department in the full cycle training process.
* Type drafts/letters/documents as instructed.
* Take minutes in weekly team and other meetings and summarize the key points and action items.
* Schedule training events and other team meetings as requested.
* Assist with firmwide administrative tasks, meetings and projects.
* Work on ad-hoc projects as needed.
Event and Training Logistics:Assist with the registration of individuals for external trainings.Coordinate logistics for internal trainings, including room setup, clean up and catering.Book travel arrangements (hotel, airfare, etc.) for participants.
Evaluation and Reporting:Prepare, distribute, summarize, and analyze training evaluation forms for various training sessions and events.
Inventory & Supplies:Oversee the ordering, distribution, and inventory management of employee gifts and team office supplies.Maintain the kitchen and ensure it is well-stocked with necessary supplies.
Account Reconciliation:Perform monthly AMEX and LYFT account reconciliation. Ensure invoices are prepped for approval and processing.Work on ad-hoc projects as needed
To be successful, these are the skills and experience you will need:
* Minimum one year of relevant work experience
* Proficient in Word, Excel, Outlook & PowerPoint; learning and development software experience a plus
* Professional demeanor and ability to interface with staff, management, and the wider firm
* A high level of personal integrity and professional ethics
* Strong interpersonal skills; a team player
* Detail oriented with high productivity and the ability to function in a fast-paced environment with experience meeting multiple corresponding deadlines
* Forward-thinking with the ability to take initiative and to stay a step ahead
* Ability to travel to other HCVT offices and work on-site as needed
* Available to work overtime as needed and to attend occasional evening events
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 $50,000 to $55,000 with overtime pay.
Connect with us:
LinkedIn, Instagram, Facebook, HCVT Website
#LI-GC1
#LI-Hybrid
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.
$50k-55k yearly 38d ago
Business Process, Risk and Controls Intern
Crowe 4.7
Los Angeles, CA job
Your Journey at Crowe Starts Here:
At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.
Job Description:
As a Business Process, Risk and Controls professional in Crowe's Consulting Practice, you will play a critical role in helping clients manage risk, strengthen compliance, and enhance the efficiency of their operations. You will work closely with clients to understand their business processes and risk landscape, assess and test internal controls, and evaluate compliance with regulatory and accounting requirements. Your responsibilities will include designing and implementing business processes, control frameworks, and technology solutions that support risk mitigation, operational effectiveness, and regulatory readiness.
Whether performing operational audits, supporting Sarbanes-Oxley (SOX) compliance for IPO readiness, or advising on process optimization opportunities, you will contribute to transforming clients' internal audit and compliance programs. Collaboration is at the core of our approach-team members who work across functions to develop tailored, practical solutions that align with each client's specific needs and strategic goals.
At Crowe, we empower you to take risks, to challenge yourself in specialized areas of consulting & technology, and to generate solutions that impact the firm and your professional growth. Crowe cultivates a creative company culture where you will have the opportunity to share your ideas and knowledge with clients from your very first day with the firm.
Skills and Requirements:
Provide risk management and internal audit services over operational and financial risks to clients
Conduct internal audit and SOX consulting, including conducting process walkthroughs to understand and assess the financial and operational business processes, assess/test the design and operating effectiveness of controls, and prepare workpapers to document procedures performed
Discuss findings and observations with engagement and client management
Provide value-added recommendations both to our clients and to help improve our procedures and processes as a firm
Advise clients on improving and optimizing the efficiency and effectiveness of internal controls, leading practices, and other opportunities for improvement
Conduct work within established quality guidelines and in accordance with professional standards and regulatory requirements, when applicable
Apply solution-based approaches to problem-solving during client engagements
Develop positive relationships with key stakeholders and team members to facilitate open communication regarding pending due dates and questions
Balance competing priorities and manage time effectively to meet client and team timelines, milestones, deadlines, turnaround times, budgets, and commitments
Moderate understanding of accounting structures as it relates to financial reporting
Proficient in Microsoft Office Suite applications with specific emphasis on Word, Excel, and PowerPoint, and internet research tools
Familiarity and/or proficiency with data analytics applications like PowerBI and/or Tableau and with programming languages (e.g., SAS, R, Python, etc.) (preferred)
Strong verbal and written communication skills, with the ability to collaborate effectively with team members, clients, and external stakeholders
Demonstrated critical thinking and problem-solving abilities with a desire to learn and grow
Enthusiasm for working in a fast-paced, dynamic environment with evolving priorities
Willingness to adapt and contribute in team settings, as well as work independently when needed
Curiosity and motivation to develop specialized knowledge in your area of interest
Interest in building professional relationships across teams, clients, and the broader business community
Sense of ownership, accountability, and a proactive approach to learning and development
Comfortable managing multiple assignments and meeting deadlines
Positive, team-oriented mindset with a desire to contribute to firm, team, and client success
Willingness to pursue a firm-supported professional certification (e.g., CPA, CIA, CAMS, CFA, etc.)
Basic understanding or interest in learning about internal control frameworks (e.g., COSO) and audit methodologies
Willingness to travel up to 30% or more annually, depending on client and project needs
Education:
Outstanding academic performance in one of following preferred majors or similar background:
Accounting
Internal Audit
Forensic Accounting
Business Management
Finance
Management Information Systems
Business/Data Analytics
Informatics
Logistics/Supply Chain
Engineering
Statistics/Mathematics
Economics
We expect the candidate to uphold Crowe's values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times.
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $27.00 - $42.00 per hour.
Our Benefits:
Your exceptional people experience starts here. At Crowe, we know that great people are what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you!
How You Can Grow:
We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper!
More about Crowe:
Crowe (************** is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.
Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, genetics, national origin, disability or protected veteran status, or any other characteristic protected by federal, state or local laws.
Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge.
Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act.
Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.
$27-42 hourly Auto-Apply 24d ago
Senior Manager, Transactions Advisory Services
Baker Tilly Virchow Krause, LLP 4.6
Baker Tilly Virchow Krause, LLP job in Pasadena, CA
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
We are currently searching for a Senior Manager to join our Transaction Advisory Service team within our Financial Advisory Services consulting team. This is a great opportunity to be a valued business advisor and provide due diligence and transaction advisory services to our clients to meet their complex financial needs. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You will enjoy this role if:
* You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve - Baker Tilly Industries
* You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
* You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
* You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)
* You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow
What You Will Do:
* Data gathering, document review and preparation of quality of earnings reports.
* Research and financial analysis of target companies.
* Due diligence for both buy side and sell side transactions.
* Communication with clients to ensure delivery of exceptional client service.
* Participate in various marketing and recruiting activities of the firm.
* Opportunities for career development and to advance within the transaction advisory services group.
* Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
* Invest in your professional development individually and through participation in firm wide learning and development programs
* Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Qualifications
* 8+ years' experience in a large accounting firm in audit, financial advisory or transaction service lines
* Relevant bachelor's degree in accounting, finance or related
* Certified Public Accountant (CPA) certification preferred
* High motivation, initiative and positive attitude
* Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
* Intermediate modeling and excel skills, experience conducting complex quantitative
and qualitative financial analysis and ability to generate data-driven insights
* Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced
environment with shifting priorities
* Excellent verbal and written communication, experience presenting analyses to
management and ability to lead and drive initiatives
* Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries
* Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings
The compensation range for this role is $163,000-$240,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$163k-240k yearly Auto-Apply 37d ago
Senior Software Engineer, Client Engineering
Apollo Global Management 4.7
El Segundo, CA job
At Apollo, we're a global team of alternative investment managers passionate about delivering uncommon value to our investors and shareholders. With over 30 years of proven expertise across Private Equity, Credit and Real Estate, regions, and industries, we're known for our integrated businesses, our strong investment performance, our value-oriented philosophy - and our people.
Apollo Insurance Solutions Group (ISG) provides tailored portfolio and asset management services to retirement services and insurance clients. We are seeking a Senior Engineer to join our Client Engineering team, where you will play a hands-on role in building and operating the systems that support client-facing operations, including onboarding and reporting.
This role is ideal for a seasoned back-end or full-stack engineer with a strong software engineering background and solid computer science fundamentals. You will spend the majority of your time designing, developing, and operating production systems in a complex, data-driven financial environment, while also serving as a technical leader who mentors teammates and contributes to engineering excellence across the team.
Primary Responsibilities
Hands-On Engineering & Ownership
* Design, build, and maintain Python-based services and APIs that support client onboarding, data ingestion, validation, and reporting.
* Own systems end to end, from technical design and implementation through deployment, monitoring, and production support.
* Build reliable, observable, and well-tested platforms that handle business-critical financial data at scale.
* Contribute to full-stack components when required, including internal tools and client-facing reporting interfaces.
System Design & Architecture
* Lead the design of scalable, maintainable system architectures with a strong emphasis on correctness, performance, and operational simplicity.
* Make pragmatic architectural decisions that balance near-term delivery with long-term platform health.
* Continuously improve existing systems by reducing technical debt and operational risk.
Workflow & Platform Engineering
* Design and implement workflow-driven systems that orchestrate onboarding, approvals, validations, and reporting processes.
* Translate complex client, operational, and regulatory requirements into efficient and well-engineered workflows.
* Drive automation and self-service capabilities across the client lifecycle.
Collaboration & Technical Leadership
* Act as a senior technical mentor, setting a high bar for engineering quality, ownership, and accountability.
* Partner closely with Product, Data, Operations, Security, and Compliance teams to deliver solutions aligned with business priorities.
* Provide hands-on technical input into planning, estimation, and prioritization.
Qualifications & Experience
Required Qualifications
* 6+ years of professional software engineering experience, with deep expertise in back-end development.
* Advanced proficiency in Python and modern Python frameworks (e.g., FastAPI, Flask, Django).
* Strong software engineering fundamentals, including system design, data modeling, testing, and code quality.
* Experience building distributed systems, APIs, and data-intensive applications.
* Strong SQL skills and experience working with relational databases in production.
* Experience operating and supporting systems in production environments with high reliability and correctness requirements.
* Proven ability to take ownership and deliver independently in a high-expectation environment.
* Ability to thrive in a fast-paced, dynamic environment, balancing multiple tasks simultaneously.
* Entrepreneurial mindset with a strong sense of initiative and drive.
* Collaborate and adept working with professionals of all levels.
Preferred Qualifications
* Full-stack experience with modern front-end technologies (e.g., React, TypeScript).
* Experience designing and building workflow-based systems, including onboarding pipelines and approval or orchestration frameworks.
* Experience working with or building AI-powered solutions, such as:
* LLM-driven automation or decision support
* Intelligent document processing or data extraction
* AI-assisted reporting, validation, or client-facing tooling
* Experience with cloud platforms (AWS preferred) and infrastructure-as-code.
* Familiarity with financial services, client reporting, onboarding processes, or regulated environments.
* Exposure to event-driven architectures, messaging systems, or data pipelines.
ABOUT APOLLO
Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes.
OUR PURPOSE AND CORE VALUES
Our clients rely on our investment acumen to help secure their future. We must never lose our focus and determination to be the best investors and most trusted partners on their behalf. We strive to be:
The leading provider of retirement income solutions to institutions, companies, and individuals.
The leading provider of capital solutions to companies. Our breadth and scale enable us to deliver capital for even the largest projects - and our small firm mindset ensures we will be a thoughtful and dedicated partner to these organizations. We are committed to helping them build stronger businesses.
A leading contributor to addressing some of the biggest issues facing the world today - such as energy transition, accelerating the adoption of new technologies, and social impact - where innovative approaches to investing can make a positive difference.
We are building a unique firm of extraordinary colleagues who:
Outperform expectations
Challenge Convention
Champion Opportunity
Lead responsibly
Drive collaboration
As One Apollo team, we believe that doing great work and having fun go hand in hand, and we are proud of what we can achieve together.
OUR BENEFITS
Apollo relies on its people to keep it a leader in alternative investment management, and the firm's benefit programs are crafted to offer meaningful coverage for both you and your family. Please reach out to your Human Capital Business Partner for more detailed information on specific benefits.
Pay Range
$140,000 - $205,000
Apollo Global Management, Inc. (together with its subsidiaries and affiliates) is committed to championing opportunity.
The firm and its affiliates comply with applicable discrimination and equal opportunities legislation in all of its jurisdictions and do not discriminate in employment or recruitment based on race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or any other protected characteristic under applicable law.
The contents of the qualifications and experience section of this job description are a guideline only. If an applicant can otherwise demonstrate their suitability for the role they will be considered.
The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.
$140k-205k yearly Auto-Apply 13d ago
Manager, Mergers and Acquisitions (M&A) Tax
Baker Tilly Virchow Krause, LLP 4.6
Baker Tilly Virchow Krause, LLP job in Los Angeles, CA
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
At Baker Tilly, we invest in our people. We believe in continuous learning and development and have a number of programs to ensure the success of our people. As we continue to grow our M&A Tax practice, we are seeking to add a Manager to our M&A Tax team in any of our offices. In this role, you will be developing and implementing transaction advisory services to our clients to meet their complex financial needs. Open to location. Our clients include privately held and publicly traded companies, private equity funds, mezzanine funds, banks, and business development companies. This multi-faceted client base allows us to provide our staff with a variety of opportunities across numerous industries, and a constant flow of challenging and meaningful work.
* Interact directly with Partners on matters related to client and engagement management
* Modeling financial transactions to be used in valuation, structuring and negotiation
* Prepare detailed memoranda and presentations describing the key attributes of client companies and industries
* Assist in the review and analysis of the tax aspects of acquisition and merger agreements and draft tax opinion letters and memoranda
* Identify and analyze tax risks and opportunities while advising on alternative tax strategies for acquisition, disposition and restructuring of businesses
* Review, assess and advise clients regarding tax computations reflected in their financial models; and assist clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction
* Data gathering, document review and preparation of reports
* Research & financial analysis of target companies
* Due diligence for both buy side and sell side transactions
* Transaction structuring for tax and accounting issues
* Negotiation support
* Communication with business owners to ensure delivery of exceptional client service
* Participate in various marketing and recruiting activities of the firm
Qualifications
* Bachelor's degree in finance, Accounting or related field required; or a graduate degree and 4 years of related work experience.
* 5+ years of work related experience in a mid to large size professional services firm
* Certified Public Accountant CPA or JD/LLM required.
* Tax due diligence, deal structuring and post-acquisition planning experience and/or inbound and outbound transaction consulting with international tax research, planning and compliance experience
* Demonstrated analytical, problem-solving, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills required.
* Strong written communication skills
* Ability to provide exceptional client service, demonstrate commitment to continuous learning, display appropriate ethical knowledge and commitment and exhibit a sense of urgency and commitment to quality and the timely completion of duties.
The compensation range for this role is $130,000-$215,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$130k-215k yearly Auto-Apply 37d ago
Analyst, Risk Management
Baker Tilly 4.6
Baker Tilly job in Los Angeles, CA
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 Conflict Analyst will assist with the Firm's conflict clearing and client acceptance process. As part of that process, the Conflict Analyst will review proposed engagements across various service lines to assess whether they could result in conflicts that risk the Firm's finances, its reputation, or its client relationships. The role demands real-time risk analysis, practical problem-solving, and an ability to build relationships with senior decision makers across the Firm.
Responsibilities:
As part of the conflict check process, research new projects using available on-line resources, including court websites (if applicable) to perform an in-depth analysis of potential projects.
Conduct database research for new projects to identify potential conflicts that risk the Firm's finances, its reputation, or its client relationships.
Facilitate the resolution of any potential conflicts.
Ensure data integrity within the conflict check database and client intake system.
Support and assist with strategic projects, including enhancing technology related to conflict check system.
Qualifications:
3 to 5 years of prior experience preferred
Bachelor's degree required
Strong analytical, technical, and organizational skills with an emphasis on detail
Excellent verbal and written business communication skills
Demonstrated problem-solving abilities.
Commitment to professional growth and willingness to learn or take on new skills
The compensation range for this role is $53,870 to $102,150. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$53.9k-102.2k yearly Auto-Apply 12d ago
Senior Consultant Transactions Advisory Services
Bakertilly 4.6
Bakertilly job in Irvine, CA
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 a number of programs to ensure the success of our people.
As we continue to grow our Transaction Services practice within our Financial Advisory practice, we are seeking to add a Senior Consultant to our team. In this role, you will provide due diligence and transaction advisory services to our clients to meet their complex financial needs.
Our clients include privately held and publicly traded companies, private equity funds, mezzanine funds, banks, and business development companies. This multi-faceted client base allows us to provide our staff with a variety of opportunities across numerous industries, and a constant flow of challenging and meaningful work.
Responsibilities:
Interact directly with Partners on matters related to client and engagement management.
Data gathering, document review and preparation of quality of earnings reports.
Research and financial analysis of target companies.
Due diligence for both buy side, sell side, and corporate finance transactions.
Communication with clients to ensure delivery of exceptional client service.
Participate in various marketing and recruiting activities of the firm.
Opportunities for career development and to advance within the transaction advisory services group.
Qualifications
Bachelor's degree in Accounting required and a CPA designation are preferred.
Between two (2) to four (4) years of experience in a mid to large size professional services firm performing audits and related services for a diverse client base and, and at least two (2) years of transaction services / due diligence experience.
Professional designations or candidacy (CFE, CFA, etc.) and / or an advanced degree are a plus.
High motivation, initiative and positive attitude
Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
Intermediate modeling and excel skills, experience conducting complex quantitative
and qualitative financial analysis and ability to generate data-driven insights
Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced
environment with shifting priorities
Excellent verbal and written communication, experience presenting analyses to
management and ability to lead and drive initiatives
Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries
Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings
The compensation range for this role is $96,000 to $110,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$96k-110k yearly Auto-Apply 37d ago
Valuation Analyst - Real Estate Advisory
Bakertilly 4.6
Bakertilly job in Los Angeles, CA
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 is looking for a Valuation Analyst to join our Real Estate Advisory Team in our Financial Advisory Services group!
On the Real Estate Advisory team, you will assist on engagements primarily related to the valuation and advisory of real estate and real estate entities, which may include financial modeling, business enterprise valuations (of real estate entities), appraisals of real property for a variety of purposes, real and personal property valuations for financial reporting purposes (primarily ASC 805, ASC 820 and ASC 360). Conduct reviews of third-party valuations of real estate assets and entities and provide review commentary to Baker Tilly's audit engagement teams. Assist with research and development of firm published thought leadership.
What you will do:
Summarize and analyze financial data including entity, portfolio and property-level financial performance
and forecasts
Conduct economic, market and property level research
Work with a variety of templates based upon project goals
Develop unique valuation models
Utilize discounted cash flow, direct capitalization, sales comparison approach, and cost approach
valuation methodologies
Develop narrative and summary format reports for client deliverables
Demonstrate excellent team skills, positive attitude, and high ethical standards
A willingness to work in an often fast paced project-based environment
Maintain and expand knowledge base in area of expertise, comply with continuing education
requirements; participate in professional organizations, independent study, etc.
Qualifications:
Bachelor's degree in Real Estate, Finance, Accounting, Economics or related field. Coursework in real estate and/or valuation a plus
One to three (1-3) years finance or valuation experience
Demonstrated analytical, problem-solving, organizational, interpersonal, project management, and communication skills required
Ability to provide exceptional client service, demonstrate commitment to continuous learning, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of duties
Strong Microsoft Excel skills required
Strong writing skills preferred
Availability to travel for client related work
Preference will be given to candidates with the following:
Progress toward state certified real estate trainee license, the MAI designation awarded by the Appraisal Institute, the Accredited Senior Appraiser (ASA) from the American Society of Appraisers, or other valuation designations
Completion of Uniform Standards of Professional Appraisal Practice (USPAP) and/or real estate valuation courses.
Real estate asset management, audit or valuation experience
Familiarity with subscription sources such as CoStar and Argus valuation software.
The compensation range for this role is $77,000-$123,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$77k-123k yearly Auto-Apply 16d ago
Tax Director, NorCal Corporate Tax
Baker Tilly Virchow Krause, LLP 4.6
Baker Tilly Virchow Krause, LLP job in Walnut, CA
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:
Tax Director Responsibilities
Are you interested in joining one of the fastest growing public accounting firms?
Would you like the ability to focus on one industry sector and further become an expert for your clients?
If yes, consider joining Baker Tilly (BT) as a Tax Director with the NorCal Corporate Tax team! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You'll enjoy this role if:
You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve
You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)
You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow
What you will do:
Be a trusted member of the engagement team providing various corporate tax compliance and consulting services to industry specific clients:
Be a valued tax business advisor, lead client relationships on day to day tax matters with various clients ranging from middle market to multinational
Consult on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740
Research various tax matters, responding to IRS and other tax authority inquiries, and make recommendations to the client for consideration
Coordinate with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas
Manage client engagement staffing, billings/collections, and ensure client profitability targets are met
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue
Invest in your professional development individually and through participation in firm wide learning and development programs
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Enjoy friendships, social activities and team outings that encourage a work-life balance
Qualifications
Successful candidates will have:
Bachelor's degree in accounting or law, or a similar degree in business, master's or advanced degree desirable
CPA or JD required
Eight (8) + years' experience providing federal tax compliance and consulting services in a professional services firm
Five (5)+ years' of supervisory experience, mentoring and counseling associates
Demonstrated management, analytical, organization, interpersonal, project management, communication skills
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
Highly developed software and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred
Corporate Tax DirectorResponsibilities
Are you interested in joining one of the fastest growing public accounting firms, and work with corporate clients?
If yes, consider joining Baker Tilly (BT) as a Corporate Tax Director! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to midmarket and large corporate clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You'll enjoy this role if:
You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve
You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)
You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow
What you will do:
Be a trusted member of the engagement team providing various corporate tax compliance and consulting services to industry specific clients:
Be a valued tax business advisor, lead client relationships on day to day tax matters with various clients ranging from middle market to multinational
Consult on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC 740
Research various tax matters, responding to IRS and other tax authority inquiries, and make recommendations to the client for consideration
Coordinate with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas
Manage client engagement staffing, billings/collections, and ensure client profitability targets are met
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue
Invest in your professional development individually and through participation in firm wide learning and development programs
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Enjoy friendships, social activities and team outings that encourage a work-life balance
Qualifications
Successful candidates will have:
Bachelor's degree in accounting or law, or a similar degree in business, master's or advanced degree desirable
CPA or JD required
Eight (8)+ years' experience providing corporate tax compliance and consulting services in a professional services firm, including ASC 740 provision experience
Five (5)+ years' of supervisory experience, mentoring and counseling associates
Demonstrated management, analytical, organization, interpersonal, project management, communication skills
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
Highly developed software and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred
The compensation range for this role is $191,260 to $362,600. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
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$191.3k-362.6k yearly Auto-Apply 60d+ ago
Principal, M&A Tax
Baker Tilly Virchow Krause, LLP 4.6
Baker Tilly Virchow Krause, LLP job in Los Angeles, CA
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