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Baker Tilly jobs in Irvine, CA

- 198 jobs
  • Office Services Assistant, Temporary

    Bakertilly 4.6company rating

    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 12d ago
  • Sr. Assistant, Client Delivery Services

    Bakertilly 4.6company rating

    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: The Senior Assistant, Client Delivery Services is responsible for facilitating and delivering administrative services to support leaders and client service functions and teams. Works closely with the Supervisor, Client Delivery Services and other team leaders to facilitate day-to-day administrative processes, optimize service delivery, and provide guidance and administrative subject matter expertise. Responsibilities: Deliver and facilitate administrative services to support leadership and client delivery functions and teams. Manage multiple calendars, organize meetings, coordinate travel logistics, and manage time & expense entry. Maintain relationships with clients and assist with client communications Coordinate all aspects of client event planning and management Serve as point of contact for team leadership meetings and events Conduct team expense review and approvals according to set policies Provide support with preparing, editing, and formatting deliverables, correspondence, presentations, reports, and other materials. Provide system data entry support. Assist with London office projects and provide backup to other team members, as necessary Qualifications: Minimum of 3+ year(s) experience required / 5+ year(s) preferred in related field Certificates (List) Highschool Diploma required, Associates Degree preferred Availability to work some evenings and weekends as needed in order to meet client needs Ability to demonstrate advanced working knowledge of Microsoft Office Suite and meeting platforms Demonstrated subject matter expertise in one or more Client Service Delivery process areas Ability to take initiative to establish and build stakeholder relationships and identify service delivery opportunities Ability to work autonomously and collaboratively while providing guidance, training, and support Excellent written and verbal communication skills and demonstrated ability to communicate clearly and concisely Ability to deliver, solicit, receive, and apply feedback Demonstrated analytical, organization, interpersonal, and critical thinking skills Ability to effectively prioritize obligations based on importance with a keen sense of accuracy and attention to detail The compensation range for this role is $26.00 to $49.10. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $26-49.1 hourly Auto-Apply 18d ago
  • Associate, Healthcare Practice

    Spencer Stuart 4.8company rating

    Los Angeles, CA job

    ASSOCIATE ROLE Spencer Stuart is seeking to recruit an experienced Associate for the Healthcare Services Practice focused on Chief Executive Officer and other C-level functional executive searches. With exposure to a broad set of clients and leadership challenges, this Associate will help to identify and develop diverse candidate slates as an essential member of the search team. The Associate role combines research, assessment, and relationship-building skills to deliver extraordinary service and value to Spencer Stuart clients. Successful candidates for the Associate position will have a proven track record of being driven, resilient, and demonstrating strong project management ability, writing skills, results orientation, rigorous attention to details, intellectual curiosity and ideally an understanding of healthcare services. The Associate will enjoy the challenge of working internally with a variety of Consultants, and externally with diverse, senior-level executives and board members as both clients and candidates. The Associate will ideally be based in Atlanta, Boston, Chicago, Los Angeles, New York City, San Francisco or Washington, DC. There is an expectation of being in the office a minimum of two days a week. In the early stages, it will be beneficial for the individual to spend more time in the office to build relationships, engage with colleagues and participate in the local office community. KEY RELATIONSHIPS Reports to: Director of Associates Consultants (on an assignment basis) Other key relationships: Practice Leaders/Members Office Manager Associates, Senior Associates and Consultants Analysts Executive Assistants (EEA's) KEY RESPONSIBILITIES Contribute actively to the start-up phase of each search by participating in client kick-off meetings with the Consultant; will come to meetings prepared and assist in the development of the position specification, search strategy, target list of companies and potentially relevant profiles. Gather relevant information regarding the appropriate industries and target companies. Identify potential prospects and sources and represent the client effectively in the marketplace, discussing the opportunity with relevant executives and conducting initial assessment. Validate potential candidates through reference and source calls to gain further insight into the individuals fit to the clients need. Partner with the Consultant to develop and present a slate of qualified candidates to each client. Anticipate what needs to drive the search to closure and be prepared to supply additional information, such as related industry/segment trends, market findings, reaction to the opportunity, compensation data, etc., gained during the course of a search. Prepare position specifications, candidate presentations and reference reports adhering to the Firm's assessment methodology and exercising judgement. Communicate effectively with the search team (Consultants, Analysts, EEA's), and remain fully abreast of search developments, in order to communicate accurately and credibly regarding the assignment; work closely with the consultant to ensure we are communicating regularly with active candidates and closing them out in a timely manner if not advancing in the search. Prepare organized information for the client progress reports/meetings by teaming with the Consultant, Analyst and the EEA. Provide an informed, and balanced, perspective on prospects/candidates and how they match against the key selection criteria along with interest and motivations in the opportunity. Be prepared to weave in market insights and third party source commentary to provide additional information. Be aware of activities and management changes in the relevant industry's sector; keep team members apprised of relevant developments in the marketplace; over time will be expected to have a strong grasp of the market and will have built trust based relationships in the candidate pools where operating. Add to the Firm's candidate pool expertise by continually identifying and introducing new talent to the Firm. Ensure that up to date assignment, company and candidate information during the course of an assignment is always available for colleagues, by leveraging technology and information from the Firm's state-of-the-art, proprietary database. Contribute to responses to inquiries for new business, as well as business development initiatives. Be willing and proactive about contributing to local, practice or Firm-wide initiatives. Coordinate and share practice related information with colleagues for potentially broader distribution. Candidate Profile IDEAL EXPERIENCE 5+ years of progressive business experience in executive search, strategy consulting, or a relevant environment with significant time spent in client service; ideally will have experience and passion for healthcare. Notable track record of advancement as evidenced through taking on additional responsibilities in existing role and/or promotion. Superior project management skills demonstrated through experience working in a high-performance environment where multiple projects and competing demands are the norm. Excellent communication skills shown through clear, structured and concise written and verbal presentation; will need to be comfortable presenting to senior level clients. Undergraduate degree required, postgraduate degree a plus CRITICAL CAPABILITIES FOR SUCCESS Project Management Plans, manages and drives own efforts to identify and develop a slate of quality candidates as measured by consultant, client and candidate feedback. The successful Associate will do this while handling multiple projects with competing deadlines, working with individuals who have differing styles, and managing challenging expectations: Takes an end-to-end view of each project and the required resources; works at pace and with attention to detail while managing competing deadlines and priorities; has a sense of urgency and stays focused when under pressure. Understands the search process (from internal kick-off to referencing); asks questions to understand; and is proactive. Works on multiple projects; meets deadlines and is resilient under pressure; delivers on commitments on time or notifies as early as possible if deadlines will slip. Demonstrates enthusiasm, tenacity and intellectual curiosity; action-oriented; deals with problems immediately; seeks feedback to continually improve. Is results focused, flexible and exhibits a strong learning orientation; demonstrates a strong work ethic Candidate Development Develops qualified and interested candidates for portfolio of searches. A successful Associate will develop excellence in search strategy to build strong contact management lists: Observes and asks questions to fully understand the issue; synthesizes information from a variety of internal/external sources, despite possibly having ambiguous or incomplete information. Gathers relevant data from a variety of sources, including views gathered through Third Party Sourcing (TPS), to help determine broad capabilities, gaps, qualifications/fit; articulates reasons for fit to spec in a succinct manner. Determines priority of which potential candidates (and sources) to approach. Adds meaningful notes on Quest, diligently uses the initial assessment feature. Credibility and Influence Strong communicate ability both in writing and verbally; has "gravitas" (executive presence) and is able to build relationships at the senior most levels. Able to hook candidates and convince consultants to meet them, building a strong internal brand: Interacts with a range of internal and external stakeholders and candidates with differing styles and egos, understanding and appreciating what is important to each. Becomes a credible and authentic professional by observing colleagues and emulating role models; regularly seeks and adapts to feedback given. Adapts verbal and written communications according to expectations for role and audience, specifically how to be confident, succinct, concise, prepared and professional. Market and Candidate Knowledge Obtains and incorporates knowledge to enhance client work in a meaningful way. Knows how to get information, effectively uses the available firm resources, developing and sharing candidate pool knowledge: Identifies executive movements in the market and updates Quest (ideally in real time) and colleagues; asks questions and shows interest in networking. Has a genuine interest in/curiosity about people and businesses; and has an understanding of businesses and their interrelationships. Understands how to identify and navigate the various relevant sources available (Quest, Passport, Global Information Services, Hoovers, LinkedIn, etc.). Developing Self and Others Develops self and others; seeks and provides feedback, modifies own performance or behavior based on feedback. A successful Associate is constantly growing, learning and enhancing his/her skills and capabilities: Seeks and is open to feedback from colleagues, placing value on self development efforts; seeks opportunities for growth. Is self-aware and open to changing one's own behavior. Firm Values Champions the Firm's values, culture and Code of Conduct; engages, participates and collaborates with others. A successful Associate, who people like working with and who may over time also have a leadership role: Accepts others' opinions and encourages teamwork. Brings cultural awareness and sensitivity to each interaction with colleagues. Participates actively and contributes to internal activities; engages with office and practice. Represents Spencer Stuart well by speaking positively about the Firm and aligning behavior to Firm values. Conducts themselves in a way that is consistent with the Firm's values. The base compensation range for this position is $100,000 - 130,000 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.
    $100k-130k yearly Auto-Apply 24d ago
  • Growth Specialist

    Holthouse Carlin & Van Trigt LLP 4.3company rating

    Irvine, 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. Apply today and find out why so many come for the challenge-and stay for the experience. We look forward to meeting you! At HCVT, we are different. We are a team driven by our values-Integrity at our Core, Building Success Together, and a Passion for Excellence. Our focus and commitment are on the needs of our clients and our team. Clarifying and resolving complex issues is what we do. How we do it is what sets us apart from other CPA firms. As part of the HCVT team, you will work in a fast-paced environment. Our culture is all about collaboration, teamwork, giving back to our communities, and partner access and accountability. We also believe that there is no one way to progress in your career. We are flexible and embrace diversity. We provide our team members the right tools to be successful with a continual focus on technical training, and other skills necessary to thrive in the world of public accounting. The Growth Specialist supports HCVT's marketing and business development initiatives by assisting with the execution of service line and industry-specific growth plans. This role is ideal for an early-career professional looking to gain hands-on experience in marketing, client and prospect communication development, sales materials development, events, within a professional services environment. Working closely with the Chief Growth Officer and Senior Growth Manager, you'll help coordinate projects, prepare materials, and support initiatives that strengthen client relationships, elevate the firm's brand presence, position the firm to win new business, and drive firm growth. In this role, you will be responsible for, but not limited to, the following: * Assist in implementing growth initiatives that support firm, industry and service line objectives * Support the creation and distribution of marketing materials including proposals, presentations, email campaigns and collateral * Help maintain and update website content, contact lists and CRM data to ensure accuracy and consistency * Assist in pre-event coordination for events, sponsorships and webinars, including managing invite lists, preparing materials and tracking attendance * Collaborate with team members to create social media content and support digital marketing efforts * Provide administrative and logistical support for growth projects, including maintaining project trackers and coordinating internal communication * Contribute to managing the firm's marketing technology stack: HubSpot, LinkedIn, SitePilot, BrightEdge, Canva, and Adobe To be successful, the Growth Specialist will have the following: * Bachelor's degree, required; with a focus in Marketing, Communications, English, or Journalism is preferred * 1-3 years of growth marketing and/or business development support experience, preferably within a professional services or B2B environment (public accounting, law firm, etc.) * Strong writing, editing and verbal communication skills, including presentation skills * Detail-oriented with strong organizational and time management abilities * Strong client service mindset with both internal and external clients * Ability to work collaboratively with individuals at all levels, establishing rapport and credibility with partners and professional team, including operations and administration * Positive, can-do attitude, and willingness to learn 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 $60,000-$70,000 plus overtime. Connect with us: LinkedIn, Instagram, Facebook, HCVT Website #LI-AM1 #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.
    $60k-70k yearly 46d ago
  • Business Development Director

    Eide Bailly 4.4company rating

    Torrance, CA job

    Work Arrangement: In-office or Hybrid A Day in the Life The Business Development Director plays a pivotal role in driving growth with private equity firms, related businesses, and middle market companies across Los Angeles, Orange County, and San Diego. This key position is responsible for generating new sales opportunities and leading the sales process by building strong internal relationships with partners and senior managers, while cultivating valuable external connections with private equity firms, investment banks, referral sources, and C-level executives. By leveraging professional services sales and marketing expertise, the Director develops and executes strategic initiatives to expand market presence and advance the firm's business objectives throughout the region. A typical day might include the following: Private Equity and related businesses: * Proactively develop and increase Eide Bailly brand awareness with private equity firms and investment banks through direct contact and via referral sources. * Strategize with Eide Bailly's national Private Equity Team, local offices, and marketing leaders to grow the firm's services to private equity firms. * Participate in targeted private equity related organizations. * Lead the pursuit of new sales opportunities to private equity firms, investment banks and related businesses Middle Market Companies: * Generate new opportunities with middle market companies in the LA, OC and San Diego markets through direct contact with middle market companies and referral sources. * Develop and increase Eide Bailly brand awareness * Support growth initiatives of priority industry groups and stay actively involved in local industry and community organizations. In addition: * Demonstrate effective understanding of the full-service offerings of Eide Bailly and target prospective and existing clients to generate leads for new services. * Partner with the Chief Growth Officer and other business development directors to share best practices and improve sales effectiveness. * Assist in preparing sales collateral, proposals, and prospect communications. * Maintain records of sales activities and results in our firm's CRM system. * Provide appropriate assistance with the commission approval process. * Effectively meet or exceed annual sales goals. * Ensures timely and accurate performance on assigned projects. * Maintains compliance with project budgets, turnaround times, and deadlines. Who You Are * You have a Bachelor's Degree in Business, Marketing or a related field required. * You have 10+ years of demonstrated successful sales experience. Previous experience working for a professional service firm preferred. * You have excellent knowledge of private equity market and strong network with related business leaders and referral sources * You understand the common business issues facing private equity firms and middle-market companies and demonstrate a strong ability to uncover needs and develop solutions to client issues. * You have excellent knowledge of assigned market and strong network of business leaders and referral sources. * You have a strong executive presence and demonstrated leadership skills. * You have a deep understanding of marketing and sales strategies. * You are a highly active hunter that generates opportunities and achieves goals * You develop proposals that differentiate the firm and stand out against competition. * You establish and cultivate long-term effective relationships internally and externally. * You have strong verbal and written communications skills including the ability to articulate complex information to others. * You establish and maintain effective working relationships with co-workers and clients. * You are proficient with computers, Microsoft Office (Word and Excel), CRM systems (Microsoft CRM) and using various software packages * Ability to travel as needed, approximately 25% Must be authorized to work in the United States now or in the future without visa sponsorship. Making an Impact Together People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly. Compensation $140,000-$190,000 base + commission plan Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. Benefits Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. Next Steps We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page. For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws. #LI-HYBRID #LI-KM1
    $140k-190k yearly Auto-Apply 60d+ ago
  • Tax Staff - Summer 2026

    Holthouse Carlin & Van Trigt LLP 4.3company rating

    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. Apply today and find out why so many come for the challenge-and stay for the experience. We look forward to meeting you! As a Staff in our Tax service line, you will be responsible for the following: * Prepare federal and multi-state income tax returns for individuals, partnerships, corporations, and trusts and its related income tax work papers * Prepare and respond to correspondences from taxing authorities * Identify accounting and income tax issues and proposes strategies to resolve them * Perform tax technical research as needed * Perform self-review of work * Learn and effectively utilize firm tax software to continually learn, knowledge sharing, and enhance the quality of service to clients * Work closely with a team and communicates job status with all levels of the engagement team * Complete assigned projects within engagement timeline and budget guidelines * Develop strong relationships with firm professionals at all levels * Participate in firm trainings, recruiting events, and firm activities * Work with your buddy and performance manager on professional development of both technical and soft skills To be successful, these are the skills and experience you will need: * Bachelor's degree in accounting or on track to completing a bachelor's degree in accounting or a master's degree in accounting between December 2025 - June 2026 * Minimum overall and accounting GPAs of 3.0 * Active membership in Beta Alpha Psi or another accounting campus organization * Strong technical aptitude and evidence of effective verbal and written communication skills * Exhibit leadership skills that demonstrates strong judgement, problem-solving, and decision-making abilities * Able to learn in a fast paced environment and receptive to feedback and coaching * Ability to multi-task, prioritize responsibilities, and take initiative on projects * Can work independently and manage multiple assignments in a dynamic environment * High attention to detail * A positive attitude and a team player mentality with a can-do spirit * Is client-centric and willing to go the extra mile to meet deadlines How to Apply: * Select the office you're most interested in and submit an application - ************************** * Required documents - Resume, Unofficial Transcripts * Note - HCVT is unable to sponsor the work authorization of candidates. You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment. * Visit the Benefits section to learn more This salary range is specific to the state(s) listed and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill set and education; experience and training; licensure and certifications; and other business and organizational needs. A reasonable estimate of the range for this position is $75,000 to $80,000. Connect with us: LinkedIn, Instagram, Facebook, HCVT Website #LI-BI1 #LI-Hybrid #LI-DNI The ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative.
    $75k-80k yearly 60d+ ago
  • Associate, Leadership Advisory Services

    Spencer Stuart 4.8company rating

    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 56d ago
  • Tax Senior Manager

    Eide Bailly 4.4company rating

    Tustin, CA job

    Work Arrangement: Hybrid or In-office A Day in the Life A typical day as a Tax Senior Manager might include the following: * Work with staff to ensure individual and business tax returns are completed correctly and by the required deadline. * Review, approve and sign tax returns for release to clients. * Coach or mentor a staff member to assist with enhancing their skills and further developing their career. * Gather relevant tax-related information from the client so an accurate tax return can be prepared. * Look at tax situations from various angles to ensure the maximum tax benefit is applied. * Network, build relationships and attract new clients or business for the Firm. * Bill clients for the services and guidance provided. Who You Are * You enjoy keeping up-to-date on the ever-changing tax industry's regulations and policies. * You have a knack for solving problems and easily notice issues while bringing solutions to the table. * You take pride in helping others, and you are ready to take on the challenge of leading a team of high-performing individuals. * You have knowledge of and exposure to a variety of industries and the ability to read a financial statement. * In addition to all of this, you hold a CPA license or Enrolled Agent Certification and have 5-7 years of experience in public accounting and tax work. Must be authorized to work in the United States now or in the future without visa sponsorship. Making an Impact Together People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly. Compensation $153,000 - $197,000. Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. Benefits Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. Next Steps We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page. For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws. #LI-AH1
    $153k-197k yearly Auto-Apply 5d ago
  • 2026 Summer Associate, Treasury & Business Management

    Apollo Global Management 4.7company rating

    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 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. Apollo Insurance Solutions Group ("ISG") is seeking an MBA intern to support our asset management business. As a Summer Associate, you will join our team's multi-functional mission of portfolio managing assets across our insurance business. You'll partner with professionals across the Apollo Credit, Athene Insurance, Enterprise and Management functions to manage assets through the investment cycle. We're looking for smart, motivated individuals we can develop into world class investment professionals. The successful candidate will support one or more of ISG's responsibilities including: * Understand return objectives and risk tolerance of accounts under management, support timely asset allocation and portfolio construction activities to optimize around ALM, KRD, liquidity, investment guideline constraints and insurance-related considerations * Forecast near-term liquidity needs and involve in day-to-day liquidity management * Produce weekly asset cashflow and risk reports. Work with business partners to fill reporting gaps and improve accuracy * Support Financial Planning & Analysis income and capital forecasting * Construct strategic asset allocations to price new insurance liabilities and grow AUM * Partner with Enterprise Data to improve infrastructure and upgrade processes to scale the business * Work on projects to update processes related to portfolio management. In doing so, they will gain real-world experience around Apollo's investment strategy and processes. Our Summer Program Our 10-week Summer Program provides full immersion into the small, dynamic teams that drive Apollo's innovative investment strategies and access to an unparalleled, apprenticeship learning experience. Come to Apollo and join a community of extraordinary people who are committed to a culture of excellence and collaboration in everything that we do. 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, with a unique ability to partner at scale and deliver thoughtful, dedicated guidance. * A contributor to global challenges-such as energy transition, technological innovation, and social impact-using investment as a force for good. As" One Apollo" We: * Outperform expectations * Challenge convention * Champion opportunity * Lead responsibly * Drive collaboration We believe great work and having fun go hand-in-hand, and we are proud of what we can achieve together. Qualifications & Experience * Pursuing an MBA or Master's degree (Class of 2027) in Engineering, Math, Science, Finance or Economics, with an excellent academic record and a demonstrated interest in portfolio management, investing and process design. * 2-3 years of experience in a portfolio management, risk, engineering or quantitative role. * Strong technical skillset including Excel, Python and SQL * Familiarity with fixed income concepts preferred, experience with either structure product or mortgage would be a plus * Problem-solving skills and inquisitive nature required Pay Range $175,000 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 yearly Auto-Apply 29d ago
  • Audit Senior Associate

    Bakertilly 4.6company rating

    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 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 US (BT) as an Audit Senior Associate for our Los Angeles/Santa Monica office! This is a great opportunity to be a valued business advisor delivering industry-focused audit and other assurance services to middle market clients. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if: You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve. You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges. You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions. You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!). You want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrow. What you will do: Be a trusted member of the engagement team providing various assurance and consulting services to industry specific clients: Proactively engage with your clients throughout the year to gather needed information to complete testing and respond to questions raised. Plan and supervise the execution of all audit engagement activities. Review and perform substantive testing on client's balance sheets and income statements. Conduct and review tests to assess deficiencies of internal controls and make recommendations for improvement. Play an active role in discussions with the Manager and Partner relative to business recommendations resulting from testing performed and information gathered. Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs. Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients. Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals. Enjoy friendships, social activities and team outings that encourage a work-life balance. Qualifications Successful candidates will have: Bachelor's degree in accounting or an undergraduate degree with sufficient coursework to sit for the CPA exam CPA preferred or actively pursuing completion of exam Two (2)+ years of experience providing financial statement auditing services within a public accounting firm Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving Strong leadership, project management, organizational and analytical skills, initiative, adaptability Microsoft Suite skills Eligibility to work in the U.S. without sponsorship preferred Additional Information For California, Colorado, New York and Washington: The compensation range for this role is $67,880 to $128,690 Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. #LI-Hybrid
    $67.9k-128.7k yearly Auto-Apply 54d ago
  • Consulting Business Unit Digital Lead

    Armanino McKenna Certified Public Accountants & Consultants 4.7company rating

    Irvine, CA job

    At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. Job Responsibilities Problem Identification & Solution Definition * Lead efforts to identify and quantify business unit-specific digital (process and technology) challenges. * Collaborate with stakeholders to define digital solutions tailored to those challenges. * Collaborate with other BUs to identify cross BU digital opportunities. Strategic Roadmapping * Develop and prioritize a transformation roadmap for the business unit. * Maintain listing of all tools used by BU (tool, vendor, use case, contract info) - including Update schedules, tool specific roadmaps, etc * Ensure alignment with the Firmwide Digital Group (FDG) and broader organizational goals, including Vision 2030. * Support Partner in Charge of Business Unit in presentation of digital roadmaps to key leadership stakeholders. Resource & Timeline Planning * Work with BU to plan and allocate resources effectively for transformation initiatives. * Contribute to the establishment of realistic timelines and milestones for project execution. Execution & Ownership * Take full ownership of the business unit's portion of integrated transformation plans. * Ensure timely and successful delivery of initiatives. Cross-functional Collaboration * Partner with FDG and other business units to maintain alignment on priorities and execution. * Facilitate communication and coordination across teams. Performance Measurement * Define Key Performance Indicators (KPIs) and Key Results at the start of each initiative. * Monitor and report on progress and outcomes. Program Management * Oversee the execution of both business unit-specific and firmwide initiatives. * Ensure integration and synergy across programs. Change Management * Lead BU change management efforts to ensure smooth adoption of new processes and technologies. * Develop and execute launch plans for transformation initiatives. Requirements * Strong technical background with a deep understanding of business operations. * Ability to bridge the gap between technology and business strategy. * Bachelor's degree in relevant field or equivalent experience required. Master's degree in relevant field preferred. * Minimum of 15 years of professional experience in roles focused on: Identifying and quantifying digital process and technology challenges, developing comprehensive transformation roadmaps, effectively planning and allocating resources for digital transformation initiatives. * Working knowledge of key enterprise systems leveraged at Armanino: Workday PSA, Dayshape, Dynamic CRM, Wrike, ServiceNow and Intapp. "Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract. Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $224,600 - $264,200. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $247,000 - $290,600. For Southern California residents, the compensation range for this position: $258,200 - $303,800. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules. Armanino has a robust offering of benefits, including: * Medical, dental, vision * Generous PTO plan and paid sick time * Flexible work arrangements * 401K with Profit Sharing * Wellness program * Generous parental leave * 11 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance To view our Consumer Notice at Collection for job applicants, please visit: **************************************************** We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
    $84k-132k yearly est. Auto-Apply 37d ago
  • Client Development Senior Analyst, NA Leadership Advisory Services (LAS)

    Spencer Stuart 4.8company rating

    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 26d ago
  • Time & Billing Specialist

    Novogradac & Co. LLP 4.6company rating

    Long Beach, CA job

    Dare to bring your unique perspective? At Novogradac, we value individuals who bring unique perspectives and bold ideas. If you're eager to contribute to an inclusive, innovative environment where your personal and professional growth is encouraged and supported, we invite you to explore this exciting opportunity with us. Position Summary: The Time & Billing Specialist performs a variety of accounting support functions in the Finance Department. This position assists with preparing and validating client invoices, maintaining client accounts, and reviewing employee time. This position will report to the Time & Billing Supervisor with oversight from the Assistant Controller. The firm has one available position in either Atlanta, GA, Austin, TX, Cleveland, OH, Dover, OH, Long Beach, CA, Portland, OR, or St. Louis, MO. Essential Duties & Responsibilities: * Maintain accuracy of client account data within the ERP accounting system. * Review employee and partner timesheets for accuracy, completeness, and adherence to firm policies. * Review client invoices for accuracy and distribute monthly invoices through mail and email. * Process time and billing adjustments. * Monitor and respond to internal and external inquiries in the support queue related to time entry, billing questions, and client account updates. * Create and process ad hoc invoices. * Process client credit card refunds. Download and report on client confirmation and credit card transactions. * Follow-up on client accounts that have non-deliverable addresses. * Prepare journal entries for accounts receivable adjustments, including payment transfers, client refunds, and write-offs. * Produce ad hoc reports related to time and billing. * Additional ad hoc duties and projects as assigned. Knowledge, Skills, Abilities: * Strong computer skills, including solid skills in the Microsoft Office suite, in particular with Excel, as well as experience using accounting software systems. * Excellent verbal and written communication skills. * Strong organizational and follow-through skills, performing work accurately with strong attention to detail. * Ability to meet deadlines and effectively prioritize a fast-paced and varied workload. * Sound understanding of financial concepts. Minimum Qualifications: Associate degree or college level coursework, preferably in accounting or finance, plus 1-3 years of related billing, accounts receivable or accounts payable experience and/or appropriate balance of education and work experience. Preferred Qualifications: Bachelor's degree in accounting and prior experience working in a professional services firm. Why work with us? Novogradac is committed to fostering a welcoming workplace where all employees feel valued and empowered to grow. We believe in offering a supportive, balanced work environment that encourages professional growth and work-life integration. We are proud to offer: * Increased number of paid holidays per year * Competitive salaries with continuous review of market conditions * Flexible working hours and work arrangements * Remote and hybrid opportunities * Inclusive workplace, providing strong professional growth and development opportunities The benefits of joining our team * Strong growth opportunities * Competitive benefits package * 401(k) package with firm profit-sharing * Discretionary annual bonuses for eligible positions & CPA bonus plan * Strong emphasis on quality work-life integration * Dress for your day policy * Resources of a national firm * Opportunities to engage with our active Employee Resource Groups (ERGs), affinity groups, and advance your career within a supportive, inclusive environment * Compensation: $49,000 - $56,000 depending on experience. More is possible if experience dictates. Don't Meet Every Single Qualification? After reviewing this job posting, are you hesitating to apply because you don't meet all the listed requirements? At Novogradac, we are dedicated to building a workplace supported by unique perspectives and experiences, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may still be the right candidate for this or one of our other roles. Get to know us better! We're Novogradac, a national certified public accounting and consulting firm headquartered in San Francisco. Founded in 1989, the allied group of Novogradac companies has grown to more than 800 employees and partners with more than 25 offices throughout the country. Novogradac is one of the nation's top 40 certified public accounting and consulting firms and is a recognized leader in real estate and community development. Novogradac provides publicly and privately held national enterprises with a full spectrum of audit, tax, valuation, expert witness and litigation support, property compliance and general consulting services and works extensively in the affordable housing, community development, historic preservation and renewable energy fields. Ready to learn more? To be considered for this position, interested candidates MUST apply via our company website: ******************************* Commitment to Inclusion Novogradac is committed to ensuring a fair and inclusive recruitment process, making reasonable accommodations to individuals with disabilities or special needs throughout the application process. We encourage applicants from all backgrounds, identities, and experiences to apply, as we believe that unique perspectives strengthen our ability to achieve excellence. At Novogradac, we offer a variety of Employee Resource Groups and Affinity Groups to provide all employees with opportunities to connect, collaborate, and support one another in the workplace. Novogradac & Company LLP offers a progressive work environment, competitive pay and an excellent benefits package including medical, dental, vision, paid time off, life/disability insurance, commuter flex accounts and a 401(k). Novogradac and Company LLP is an equal opportunity employer. Novogradac's culture is centered on education, acceptance, innovation and opportunity. We value diversity and respect the different perspectives that each of our employees bring to Novogradac no matter their age, race, religion, gender identity or sexual orientation. We are committed to creating an equitable and inclusive workplace for our entire workforce. By submitting an application with us, you are providing Novogradac with personal information. More information on how we use your personal information may be found in our Privacy Notice at Collection.
    $49k-56k yearly 8d ago
  • 2026 Summer Analyst, Insurance Client Solutions

    Apollo Global Management 4.7company rating

    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 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. Primary Responsibilities: At Apollo, we work as one team, partnering across regions and disciplines to share the perspectives and insights that lead us to exceptional opportunities. You'll partner with junior and senior level professionals on a range of projects across the team. Investment Reporting & Analysis & Process Improvement * Assist in preparing and maintaining investment reports for internal and external clients, ensuring accuracy and timeliness. * Analyze investment data and support reconciliations and variance analysis for client portfolios. * Help identify and resolve reporting and/or data discrepancies while contributing to continuous improvement of operational processes. * Collaborate with internal teams to support reporting enhancement requests and maintain data integrity. * Develop and refine customized client reporting packages that meet client and business requirements. * Participate in special projects that enhance the Client Solutions team's reporting and service capabilities. * Contribute to process optimization efforts by identifying and implementing efficiency improvements across Enterprise-wide initiatives. * Represent the Client Solutions team's needs in cross-functional initiatives and system enhancements. Client Service & Relationship Management * Act as a key point of contact for internal and external client inquiries related to client reporting or account administration and ensure timely issue resolution by navigating and collaborating with several internal teams across the Insurance Solutions Group. * Engage with our Client Service teams and ISG Operational teams to enhance service efficiency. * Maintain and strengthen relationships with clients by ensuring clear communication, with the ability to articulate complex financial concepts in a clear and professional manner. * Document and refine procedures to improve consistency and regulatory compliance in reporting and client interactions. * Work directly with the internal stakeholders to complete new report requests. Follow through with stakeholders to ensure that their business needs were met by addressing all client requirements. * Effectively collaborate and communicate with other internal team members to meet client deadlines. Our Summer Program Our 10-week Summer Program provides full immersion into the small, dynamic teams that drive Apollo's innovative investment strategies and access to an unparalleled, apprenticeship learning experience. This role will be based in El Segundo, California. Come to Apollo and join a community of extraordinary people who are committed to a culture of excellence and collaboration in everything that we do. 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, with a unique ability to partner at scale and deliver thoughtful, dedicated guidance. * A contributor to global challenges-such as energy transition, technological innovation, and social impact-using investment as a force for good. As" One Apollo" We: * Outperform expectations * Challenge convention * Champion opportunity * Lead responsibly * Drive collaboration We believe great work and having fun go hand-in-hand, and we are proud of what we can achieve together. Qualifications & Experience * Currently pursuing a Bachelor's degree in Finance, Accounting, Economics, Data Analytics, Engineering, or a related field (Class of 2027) * Strong attention to detail and analytical mindset. * Eagerness to learn and contribute in a collaborative team environment. * Confidence in ability to assess and respond quickly and adapt to a fast paced, evolving environment * Proficiency in Microsoft Excel; familiarity with financial concepts is a plus. * Excellent communication skills-both written and verbal. Pay Range $85,000-$100,000 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.
    $85k-100k yearly Auto-Apply 52d ago
  • Audit & Assurance Associate - Fall 2026

    Grant Thornton 4.6company rating

    Los Angeles, CA job

    Audit Associate As an Audit Associate at Grant Thornton, your primary responsibility will be performing audit procedures in the areas of cash, receivables, inventory, fixed assets, payrolls, and expense analysis. You will work alongside Partners, Managers, and Senior Executives as a member of the engagement team. ESSENTIAL DUTIES AND RESPONSIBILITIES Audit transaction cycles, including cash, purchasing, investments, capital expenditures, and other income and expenses. Gain understanding of client operations, processes, and business objectives and utilize that knowledge on engagements Research and analyze financial statements and audit and tax related issues utilizing electronic databases, and employ audit software to review and compile financial information to resolve client issues discovered during the audit. Develop and maintain a good working relationship with clients to enhance customer satisfaction and work with client management and staff at all levels to perform audit services. Participate in recruiting efforts as needed. Attend professional development and training sessions on a regular basis. Other duties as assigned. QUALIFICATIONS Bachelor's or Master's degree in Accounting Minimum major and overall GPA of 3.0/4.0 preferred Completion of necessary education hours to eligible for CPA licensure, if required in the state where the position will be located The willingness and ability to work additional hours, as needed, and travel to various client sites Excellent analytical, communication (written and verbal), and interpersonal skills Strong technical aptitude and skillset Demonstrated project management skillset including project planning and time management Ability to work efficiently and effectively in a complex team environment Ability to travel on short notice. Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. No visa sponsorship is available for this position. The base salary for this position in the firm's Los Angeles, CA office is $91,800 per year.
    $91.8k yearly Auto-Apply 60d+ ago
  • Accounting Senior (CAAS - Real Estate Industry)

    Cliftonlarsonallen 4.4company rating

    Pasadena, CA job

    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. Our Perks: Flexible PTO (designed to offer flexible time away for you!) Up to 12 weeks paid parental leave Paid Volunteer Time Off Mental health coverage Quarterly Wellness stipend Fertility benefits Complete list of benefits here CLA is currently seeking an Accounting Senior with experience, to join our CAAS (Real Estate Industry) group in our Century City, CA, Pasadena, CA or other listed office. Job Responsibilities: • Client Service: Develops an understanding of each client's business/organization operations. Competent in management of multiple clients, software, and chart of accounts on a daily, weekly, and monthly basis. • Day to Day Transactions: Leads coordination and processing of accounts payable, cash disbursements, accounts receivable, cash receipts and posting/recording of payroll transactions. • Month End Processing: Coordinates and reviews account reconciliations (i.e. prepaids, accounts receivable, fixed assets, accounts payable, and accruals.) Completes complex account reconciliations (investments, debt, industry specific, etc.) Prepares, understands, and reviews financial statements (basic to complex.) Reviews general ledger, cashflow, allocations, etc. Proactively creates process and procedure documentation and builds their own backup. • Other Quarterly/Annual Processing: Completes sales tax returns and Form 1099s and preparing audit workpapers, tax return workpapers, and other forms or items as requested by clients. • Oversee workflow and quality of work of Associates and Analysts. Supervise and ensure the efficiency and quality of work produced by Associates and Analysts. • Special Projects: Assists with projects for internal audit, due diligence, system selection, and other consultative projects. • Systems: Familiarity with Yardi Voyager strongly preferred but not required. Job Requirements: • 2 years of relevant accounting and/or financial experience is required. • Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree. The wage range for this position in California is: $80,000 -120,000. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. #LI-NM1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits click here.
    $80k-120k yearly Auto-Apply 60d+ ago
  • Principal, M&A Tax

    Baker Tilly Virchow Krause, LLP 4.6company rating

    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
    $122k-175k yearly est. Auto-Apply 4d ago
  • Insurance Asset Management Analyst

    Apollo Global Management 4.7company rating

    El Segundo, CA job

    Apollo Insurance Solutions Group ("ISG") is seeking an Analyst to support our asset management business. The Analyst will join our team's multi-functional mission of portfolio managing assets across our insurance business. You'll partner with professionals across the Apollo Credit, Athene Insurance, Enterprise and Management functions to manage assets through the investment cycle. We're looking for smart, motivated individuals we can develop into world class investment professionals. The successful candidate will support one or more of ISG's responsibilities including: * Supporting the Replication Synthetic Asset Transaction ("RSAT") strategy * Collateral management for repo transactions * Forecast near-term liquidity needs and involve in day to day liquidity management * Cash management * Understand return objectives and risk tolerance of accounts under management, support timely asset allocation and portfolio construction activities to optimize around ALM, KRD, liquidity, investment guideline constraints and insurance-related considerations * Support Financial Planning & Analysis income and capital forecasting * Construct strategic asset allocations to price new insurance liabilities and grow AUM * Partner with Enterprise Data to improve infrastructure and upgrade processes to scale the business Qualifications & Experience * Bachelor's degree from an accredited institution required * Engineering, Math, Science, Finance or Economics or general quantitative background preferred * Strong technical skillset including Excel, Python and SQL * Familiarity with fixed income concepts preferred, experience with either structure product or mortgage would be a plus * Problem-solving skills and inquisitive nature required * Ability to multi-task and perform in a fast-paced environment About Apollo Apollo is a high-growth, global alternative asset management and retirement services platform with a track record of investment excellence. In our asset management business, we seek to provide our clients with excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three core investment 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. Accordingly, 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. Apollo Global Management, Inc. (together with its subsidiaries and affiliates) is an equal opportunity/affirmative action employer. The firm and its affiliates do not discriminate in employment because of race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other criteria prohibited under controlling federal, state or local law. Pay Range $95,000-$115,000 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.
    $95k-115k yearly Auto-Apply 17d ago
  • Tax Experienced Associate

    Baker Tilly Virchow Krause, LLP 4.6company rating

    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 Tax Experienced Associate for our Los Angeles office! 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 externally with clients 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 One (1)+ year(s) of experience providing federal tax compliance and consulting services in a public accounting firm preferred Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving Strong leadership, project management, organizational and analytical skills, initiative, adaptability Microsoft Suite skills There is currently no immigration sponsorship available for this position The compensation range for this role is $57,460 to $108,930. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $57.5k-108.9k yearly Auto-Apply 34d ago
  • Tax Director, NorCal Corporate Tax

    Baker Tilly Virchow Krause, LLP 4.6company rating

    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. #LI-MS1 #LI-hybrid
    $191.3k-362.6k yearly Auto-Apply 40d ago

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