Sales Operations Senior Associate
Bakertilly job in Santa Clara, CA
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
We are seeking an experienced Sales Operations Senior Associate to join our growing team.
In this role, you will focus on reporting and analytics, data management, sales performance, forecasting, development of presentation materials, sales processes, and expense management. Your expertise will help improve overall sales efficiency and drive our business forward. The ideal candidate will have a strong background in sales operations, excellent analytical skills, and the ability to work collaboratively with cross-functional teams. Must be detail- oriented, a strategic thinker, and bring a proactive approach to the position. This role will report into the Professional Sales Organization while supporting their respective geographic region.
Responsibilities
Support the business with reporting and analytics. Collect, analyze, and interpret sales data to provide actionable insights and support decision-making.
Monitor key performance indicators (KPIs) to track sales performance and identify areas for improvement.
Create and design compelling presentations that effectively communicate key insights, strategies, and performance metrics to stakeholders.
Manage sales data, ensuring accuracy and completeness in Salesforce. Reinforce data hygiene best practices.
Serve as a Salesforce data subject matter expert (SME) for the region you support, with a deep understanding of coding and system functionalities.
Collaborate with leadership to develop and refine sales and revenue forecasts leveraging Salesforce reporting and Power BI boards.
Monitor sales-related expenses, ensuring alignment with budgets and financial targets.
Create and maintain comprehensive documentation of sales processes to ensure consistency and efficiency.
Assist in the territory planning and/or target setting process as needed. Ensure territory maps, account assignments, and targets are maintained properly.
Foster effective cross-functional collaboration by working closely with sales ops, marketing, finance, and other growth strategy teams to achieve common business goals.
Qualifications
Bachelor's degree
Minimum of 3+ years of experience in sales operations or a related role.
Strong proficiency in CRM tools, Salesforce preferred.
Excellent analytical skills with the ability to interpret complex data and provide strategic recommendations.
Pipeline management and revenue forecasting experience.
Advanced computer skills including superior proficiency in Microsoft Office Suite Applications (Excel, Word, PowerPoint, Outlook, etc.)
Experience with Power BI a plus.
Ability to maintain data integrity, consistency, and quality in a fast-paced environment.
Must have strong communication skills, sense of urgency, and willingness to take initiative
Proven ability to manage multiple projects simultaneously while meeting all commitments and deadlines.
Exceptional organizational and time-management skills.
Ability to work in a remote or hybrid environment.
The compensation range for this role is $67,060 to $127,120. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Auto-ApplyOffice Services Assistant, Temporary
Bakertilly job in San Francisco, 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.
Auto-ApplyAnalyst, Technology, Media, and Telecommunications Practice
San Francisco, CA job
ANALYST ROLE
Spencer Stuart seeks to recruit an Analyst for our San Francisco Office. Analysts play a critical and visible role on our executive search team. Working closely with Associates, Senior Associates, and Consultants, Analysts operate as thought partners in understanding client needs and gathering relevant research that contributes to the overall assignment strategy.
Analysts are responsible for supporting the assignment strategy by conducting comprehensive research and producing valuable resources for their teams, including talent mappings, target company lists, and pitch decks, along with various ad hoc research requests. Their insightful analyses and findings directly inform client-ready documents and bolster new business development initiatives, making them indispensable to the Firm's success. Over time, Analysts are expected to cultivate industry expertise by staying informed about emerging trends and identifying "best-in-class" leaders and future talent.
Successful Analysts have the opportunity to pursue various career development paths and leadership opportunities, including advancement to the Consultant role. Throughout this journey, they cultivate highly transferable skills in research, analysis, communication, and problem-solving, positioning themselves for impactful careers in a variety of industries.
KEY RELATIONSHIPS
Reports to
Director of Analysts
Associates and Consultants (on a project basis)
Other key relationships
Consultants, Associates, Senior Associates
Executive Assistants
Director of Associates
KEY RESPONSIBILITIES
Develop a comprehensive understanding of the client's industry, including its value proposition, competitive landscape, strengths and weaknesses, stock performance, and employee count. Synthesize this information accurately for easy integration into clear, client-ready documents.
Stay updated on news and issues related to key client engagements and market opportunities, sharing relevant information promptly with Associates, Consultants, and Executive Assistants.
Assist in detailed industry talent mapping and proactively identify high-potential executives. Leverage internal and external databases to research and provide commentary on executives, as well as to track executive movements.
Participate in kick-off meetings with Associates and Consultants to assist in the development of the search strategy. Directly assist Associates with search-related tasks, such as the development of a search strategy and target list.
Develop industry and/or functional expertise by staying informed of industry trends and identifying “best in class” leaders and future leaders.
IDEAL EXPERIENCE
Successful candidates will be self-directed and independent, demonstrating an exceptional ability to proactively identify and address the evolving needs of our practice. They will thrive in a fast-paced environment characterized by quick-turn tasks, seamlessly integrating client management with daily engagements to drive results.
Ideal candidates will possess an insatiable curiosity and a passion for conducting research that tells a compelling story. They will demonstrate advanced research skills, particularly in quantitative methodologies, and excel at articulating their findings in a clear and engaging manner. Their commitment to delivering the highest caliber of service will ensure maximum value for our clients.
Resilient and composed under pressure, they will skillfully juggle multiple priorities while showcasing an ownership mindset and unwavering results orientation, all while maintaining a low-ego approach. They will thrive in collaborative environments but also possess the ability to work independently, taking the initiative to drive projects forward. This combination of competencies will empower them to contribute meaningfully to our team's success and consistently exceed client expectations.
Specific experience should include:
Recent, or soon-to-be college graduates. (Please note that we are not considering Spring 2026 graduates at this time.)
Strong academic performance is required (3.4+ GPA) in any area of study.
Well-roundedness demonstrated through leadership experience in internships, work experience, community service, athletics, or roles in student-led organizations.
Advanced research, analysis, and synthesis skills.
Strong verbal and written communication skills.
Self-directed and proactive in nature; resourceful, team-oriented, and tenacious.
Proficient with MS Office applications (Excel, PowerPoint, and Word).
In possession of permanent U.S. work authorization.
Compensation and benefits are commensurate with other high-end professional services firms.
CRITICAL CAPABILITIES FOR SUCCESS
Project Management
Plan, manage, and drive your own efforts in support of new business development and search assignment support as measured by timely completion of project tasks and feedback from project team members. Handle multiple projects with competing deadlines, work with individuals who have differing styles, and manage challenging expectations.
Provide accurate and timely research information about executives, organizations, markets, or other relevant sectors.
Take ownership of the project by doing what is needed at all phases of the research process. Anticipate the next steps and act independently with minimal direction.
Regularly reassess priorities to allocate resources effectively and proactively adjust your workload to provide additional support to the assignment team as needed.
Deliver commitments on time or notify relevant parties promptly if issues arise or deadlines are at risk of being missed.
Problem Solving
Synthesize research for business development initiatives, search assignments or intellectual capital initiatives and provide a succinct and accurate point of view as measured by quality and timeliness of contribution to assignment/project objectives.
Listen and ask insightful questions.
Leverage knowledge of an industry, function, or sector and relevant resources to gather information.
Subject researched facts to extensive analysis and interpretation before drawing conclusions.
Make inferential leaps in thinking to reach a solution despite incomplete or ambiguous information.
Make decisions rapidly, despite the complexity of the issues or pressures involved.
Use effective business writing skills to create succinct, client-ready analyses and document information in Firm databases.
Impact and Effectiveness
Contribute 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. Be authentic.
Listen and ask questions to clarify understanding and demonstrate knowledge.
Place team goals ahead of individual goals.
Consider the needs of colleagues and adapt their own communication style accordingly.
Clearly establish expectations and clarify tasks to optimize time and resources.
Willingly assist beyond your assigned responsibilities when necessary.
Raise issues early and to find solutions collaboratively.
Remain poised when under pressure or handling unexpected challenges.
Proactively share beneficial information while maintaining discretion.
Industry and Functional Knowledge
Obtain and incorporate knowledge to enhance client work in a meaningful way; know how to find the most relevant information, effectively use the available Firm resources, develop and share industry/functional knowledge.
Identify executive movements in the market and update Quest (ideally in real time) and colleagues.
Have a genuine interest and curiosity about relevant people and businesses; actively build personal awareness and team knowledge around the marketplace and the ecosystem of critical influencers and key agents.
Understand how to identify and navigate the various relevant resources available (Quest, Capital IQ, D&B Hoovers, BoardEx, LinkedIn, etc.) as well as key people, leveraging both internal and external content and networks to drive distinct and unique insights and outcomes.
Development Self and Others
Develop self and others; seek and provide feedback, modify own performance or behavior based on feedback. A successful Analyst is constantly growing, learning, and enhancing their skills and capabilities.
Seek and be open to feedback from colleagues, place value on self-development efforts and opportunities for growth.
Exhibit self-awareness and be willing to adjust your behavior for the benefit of the team.
Firm Values
Champion the Firm's values, culture and Code of Conduct; engage, participate and collaborate with others. A successful Analyst, who people like working with, may over time also have a leadership role.
Embrace diverse opinions and encourage teamwork.
Promote inclusivity by bringing cultural awareness and sensitivity to every interaction with colleagues.
Participate and contribute to internal activities; engage with office and practice.
Represent Spencer Stuart well by speaking positively about the Firm and aligning your behavior with the Firm's values.
Conduct yourself in a manner that is consistent with the Firm's values.
The base compensation range for this position is $65,000 - 68,000 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.
Auto-ApplyHigh Net Worth Tax Principal
Bakertilly job in San Francisco, 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:
Are you looking to join an entrepreneurial firm which is one of the fastest growing in the US - one where you will be the "go to" high net worth tax expert?
Are you inspired to lead a practice, lead people and make a difference for your clients?
If yes, consider joining Baker Tilly (BT) as a High Net Worth Tax Principal! Our private wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners. We help company executives, business owners, affluent families and family offices, estates and trusts in managing, preserving and transitioning wealth. Our consulting professionals provide comprehensive strategic income, trust, estate and gift tax, succession planning, valuation and international tax services.
You will work side-by-side with firm leadership and will be a valued mentor and coach to a group of talented staff. BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field.
What you will do:
Lead compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities:
Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns
Lead multiple engagements that deliver proactive tax planning and strategic consulting including federal, estate, gift, charitable planning and generation skipping tax
Advise and make recommendations to clients on business succession planning
Build on technical competence by keeping up-to-date on trends, developments and technical authorities - applying them to complex situations
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
Successful candidates will have:
An undergraduate degree in accounting or law required
CPA or JD required
Experience as a leader in a public accounting firm in the Tax space
Ten (10)+ years' experience in tax planning and consulting for wealthy individuals, family members and their trusts, investment entities, and private businesses. This includes strong experience in personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities, partnership taxation and corporate taxation
Six (6)+ years supervisory experience, mentoring and counseling associates
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.
Eligibility to work in the U.S., without sponsorship, highly preferred
Auto-ApplyAccount Executive
San Francisco, CA job
We are seeking a resourceful, driven, results-oriented sales professional to help us set, drive, and execute our revenue goals. You'll work closely with our sales leadership team to set priorities and make key strategic decisions. You'll shape and influence every part of our sales process to roll out a winning strategy that has material impact.
You should bring an entrepreneurial ambition and deep sales expertise. You'll need to be able to remove your own roadblocks and invent alternative methodologies that open up new pathways forward. You'll have plenty of chances to demonstrate and expand your capabilities. If you've felt cornered or restricted on your current team, you may be ready for more: this is a wide-open role where you have lots of growth potential, and opportunities to prove what you're capable of.We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Auto-ApplySoftware Engineer
San Francisco, CA job
As a Software Engineer, you'll help us build out our core product by developing high-impact, user-facing features. In our engineering organization, you'll be a driver for positive change in our engineering culture, processes and technology. You will be a strong voice in product planning, drive the implementation and release of major features, and be a champion of best practices for writing well-tested, well-organized code.
You'll become familiar with all parts of our stack. You will exercise judgment in making tradeoffs between design and feasibility. You'll engineer your features to be scalable and resilient in a complex, single-page application. We believe that user-centric design ultimately leads to the best products, so we listen closely to our users, both external and internal. As an engineer on our close-knit, cross-functional team, you'll be an active voice in shaping our product. We are constantly rolling out high-demand features and tackling ever greater challenges of scale. You'll join a team where everyone-including you-is knowledgeable about development patterns and cares about the product development process.We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Auto-ApplyTechnical Accounting - Senior Associate
San Francisco, CA job
As CohnReznick grows, so do our career opportunities. As one of the nation's top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do!
CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients' unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia.
We currently have an exciting career opportunity for a Senior Associate to join our Technical Accounting team in our CFO Advisory practice.
CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered remote which means it does not require job duties be performed within proximity of a CohnReznick office location. However, as a remote employee, you may be required to be present at a CohnReznick office with scheduled notice for client work, team meetings, or trainings.
YOUR TEAM.
The group works with the office of the CFO function from startups to middle market to upper middle market companies. We help CFOs navigate strategic, operational, and accounting challenges. We regularly assist them in preparing for a public or a private transaction and work closely with the M&A group in providing pre and post-transaction support. Come and join us in our journey to helping other finance and accounting executives conceptualize and develop the finance and accounting infrastructure to scale for success.
WHY COHNREZNICK?
At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm.
We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer.
YOUR ROLE.
Responsibilities
Responsibilities include but not limited to:
* Oversee general accounting operations by controlling and verifying our financial transactions: Verify, allocate, post and reconcile accounts payable and receivable
* Reconcile account balances and bank statements maintaining general ledger and prepare month-end closes as well as year-end closes
* Help to direct internal and external audits to ensure compliance
* Ensure accuracy and effectiveness in all our accounting tasks; suggest ways to improve efficiency and spending; Produce error-free accounting reports and present results
* Review and recommend modifications to accounting systems and procedures
* Analyze financial information and summarize financial status
* Prepare financial statements and produce budget; verify, allocate, post and reconcile accounts payable and receivables
* Assist with Tax audits and tax returns; direct internal and external audits to ensure compliance
* Develop and document business processes and accounting policies; strengthen internal controls
Your Experience.
The successful candidate will have:
* Bachelors Degree in Accounting or Finance; Relevant certification (CMA or CPA) is preferred
* Minimum 2 years of experience in accounting and finance functions and processes
* SAP experience preferred
* In Depth understanding of GAAP (Generally Accepted Accounting Principles); understanding of financial statement preparation and analysis
* Proven ability to drive and lead corporate accounting processes such as cash management, AR/AP, month-end close, payroll and benefits
* Demonstrated ability to communicate and interact in a highly professional manner at all levels
* Strong desire and proven ability to drive and lead corporate accounting processes and procedures such as cash management, AR/AP, month end close, payroll and benefits
* Highly driven and self-motivated to work as required, with a hands-on approach to ensure deliverables are produced on time with high quality
* Strong problem solving and analytical skills; Strong accuracy and attention to detail skills as well as aptitude for numbers and quantitative skills
* Ability to handle multiple priorities and effectively meet critical deadlines
* Highly proficient in Microsoft Office Suite (Word, PowerPoint, Excel, Visio, Project)
* Ability to work flexible hours in support of the business
In addition, please take a moment to review our Universal Job Standards.
Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.
In California, the salary range for a Senior Associate is $90,000 to $145,000. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded, and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few. To learn more about life at CohnReznick, visit Life at CohnReznick .
"CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms.
CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters
If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at CRaccommodation@CohnReznick.com Please note: This email address is reserved for individuals with disabilities in need of assistance and is not a means of inquiry about positions or application statuses.
CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
Assurance Senior
Walnut Creek, 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 looking to hire an Assurance Senior to join our fast-growing Construction practice in the Bay Area!
How you'll
create opportunities
in this Assurance Senior role:
Perform a wide range of audit and accounting procedures impacting industry-specific issues.
Audit complex areas or transactions as well as prepare financial statements and related reports.
Schedule, delegate, and review the work of staff.
Supervise, train, and mentor staff.
Keep Manager or Principal informed of engagement status and issues.
Proactively interact and communicate with clients to gather information to ensure timely engagement wrap-up.
What you will need:
Bachelor's degree in Accounting or related field is required.
Current CPA or eligibility to sit for the CPA exam is required.
Two years of public accounting experience with emphasis in financial statement preparation, audits, reviews, and compilations is required.
Prior experience with an established public accounting or professional services firm is preferred.
Ability to travel to client sites
Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. These same factors may cause starting pay to be below or above the posted range.
Wage Range in CA is $83,200.00 - $127,000.00 USD Annual
#LI-MM1
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.
Auto-ApplyTax Principal, Real Estate
Bakertilly job in San Francisco, 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:
Are you looking to join an entrepreneurial firm which is one of the fastest growing in the US?
Are you inspired to lead people and make a difference for your clients?
If yes, consider joining Baker Tilly (BT) as a Federal Tax Partner in our National Real Estate Practice. You will be a valued business advisor delivering industry-focused tax advisory and compliance services to real estate clients. You will work side-by-side with firm leadership and our associates to serve clients and build the business, having a direct impact on the firm's success. You will be a valued mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. As one of the fastest growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field.
You will enjoy this role if:
You are an expert in tax compliance and consulting
You are excited about the world of real estate and have strong technical expertise servicing this industry
You want to work for a leading CPA advisory firm which is growing, growth means more opportunity
You are passionate about contributing to your team's professional growth and your continued development, creating endless opportunities
now, for tomorrow
What you will do:
Be a trusted leader of Baker Tilly's tax services providing federal tax compliance and consulting services to construction and real estate clients positively impacting your clients through:
Being a valued tax business advisor, leading client relationships on day to day tax matters with various clients ranging from middle market to multinational
Consulting on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740
Researching various tax matters, responding to IRS and other tax authority inquiries, and making recommendations to the client for consideration
Coordinating 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
Overseeing tax-planning responsibilities for federal and individual clients, review complex tax research on a wide range of tax issues related to business transactions for a variety of entities and their affiliates
Providing recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectives
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. Actively participate in request for proposals to pursue additional clients/services for the firm
Participates with other service line leadership in developing tax service market positioning and branding, strategy, and messaging
Invest in your professional development individually and through participation in firm wide learning and development programs
Support the growth and development of team members, helping associates meet their professional goals along with proactively supporting the recruitment efforts of future team members
Demonstrate leadership, initiative, excellent team skills, and high ethical standards
Represents the firm at key community events, firm functions, and other meetings
Qualifications
Bachelor's Degree required, Masters or advanced degree desirable
CPA or JD required
Fifteen (15+) years' experience providing federal tax compliance and consulting services in a professional services firm, working with real estate clients
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
Must be willing to travel as needed to clients on a National scale and to other Baker Tilly Offices
#LI-Onsite
Auto-ApplyIT Risk Senior Associate
San Francisco, CA job
As an IT Risk Senior Associate, you will get the opportunity to grow and contribute to our clients' business needs by helping them understand their business risks and assist in addressing risk in both proactive and responsive contexts for the Risk, Compliance & Controls Practice - all with the resources, environment, and support to help you excel. You'll collaborate with teams to execute and report on risk management, internal control and internal audit engagements that develop, assess, or improve the design and operating effectiveness of IT risk management and internal control activities.
From day one, you'll be empowered by the greater Risk team to help clients make the moves that will help them achieve their vision and help you achieve more, confidently.
Your day-to-day may include:
Actively participate in client engagements from start to completion, with a focus on executing and reporting on assigned project tasks that include co-sourced and outsourced IT internal audit, IT internal control assessments, IT risk management program assessments, tests of IT control design and operating effectiveness for Sarbanes-Oxley (SOX) and other compliance requirements, and helping clients design and implement IT controls
Obtain an understanding of clients' industry, objectives, strategy, operations, processes, IT systems, and controls
Execute IT control design and operating effectiveness test procedures based on engagement scope, and client environment risk factors
Bring an innovative and analytical mindset to help our clients solve business issues and enable more efficient project execution
Work with the project team and client to deliver services in accordance with project leadership and client expectations
Work collaboratively with colleagues across Advisory Business Lines (ABLs) and with other Grant Thornton Service Lines (e.g., Audit Services and Tax Services)
Meet or exceed defined performance metrics
Other duties as assigned
You have the following technical skills and qualifications:
Bachelor's degree in Accounting, Finance, Information Technology, MIS, or a related field is required
Minimum 2 years of related work experience with a professional services firm, or part of an internal audit function
CISA, CISSP, CISM, CPA license/certification preferred
Understanding of IT risk management and cybersecurity risk management standards (COBIT, NIST CSF, etc.)
Experience in assessing the design and operating effectiveness of IT risk management and IT controls (IT general controls, application controls, etc.) for Internal Audit, SOX compliance, or other risk management activities
Experience assessing configuration and controls of ERP systems (SAP, Oracle, PeopleSoft, JD Edwards) a plus
Experience assessing configuration and controls of SAP ECC, S/4 HANA, etc. (BASIS and security administration, process controls, etc.) a plus
Strong understanding of IT general controls, and current focus areas of external financial statement auditors
Experience assessing GRC and Identity and Access Management (IAM) solutions a plus
Experience assessing at least one (preferably multiple) operating system (OS/400, Windows, UNIX, etc.), database system (Oracle, SQL, etc.), and IT infrastructure / network component (domain controllers, firewalls, routers, intrusion prevention / detection solutions, etc.)
Experience with ACL, IDEA, QlikView, QlikSense, Tableau, Spotfire, or other analytics and visualization solutions
Ability to execute multiple engagements and completing priorities in a rapidly growing team environment
Exceptional client service, communication, analytical, organizational and project management skills
Strong computer skills, including proficiency in Microsoft Visio and Office Suite applications
Can travel as needed
The base salary range for this position in the firm's San Jose and San Francisco office only is between $101,200 to $151,800.
#ITRisk
Auto-ApplySenior Manager, SALT (Income/Franchise)
Bakertilly job in San Francisco, CA
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a State & Local Tax Senior Manager (Income Franchise) to join our growing State & Local Tax (SALT) practice!
Our SALT practice is made up of 40+ professionals across the U.S., providing a full spectrum of services including Income & Franchise tax, Sales & Use tax, Real & Personal Property tax, Unclaimed Property and Voluntary Disclosure & Remediation by industry needs. As a member of this talented team, you will help clients capitalize on strategic ideas and planning techniques that ensure state and local tax compliance, reduce expenses and enhance cash flow.
You will enjoy this role if:
You like working directly with CFO's & owners of middle market clients and SALT leaders of Fortune 500 clients to help them solve their most complex state & local tax challenges.
You want to continue to expand your leadership experiences and hone your consulting skills as a comprehensive SALT professional in areas such as, sales tax nexus, research projects, ruling requests, process review, reverse audit, credits & incentives and property tax. Most of your work will be consulting focused!
You crave a leadership opportunity to help build a fast growing, entrepreneurial State & Local tax practice who is also down-to-earth and thrives in collaboration.
You want to be part of firm that values specialty tax practices and is invested in your success, providing the resources and support for you to grow now, for tomorrow.
What you'll do:
Be a trusted advisor to middle market and Fortune 500 clients by providing strategic state and local tax consulting services that lower their tax rates, ensure they are in compliance and provide value across the spectrum of state and local taxes. This includes:
Manage multi-disciplinary, multi-state reviews that analyze income, franchise, sales and use, payroll, valorem taxes, and others to identify optimal filing options, exemptions, credits and incentives and corporate structures that can reduce the client's tax burden
Research state tax issues including nexus determinations, taxability analyses and quantification of potential liabilities
Counsel clients on state and local tax controversies, including research, drafting client correspondence, prepare ruling requests and providing guidance in defending against state audits
Plan and execute tax projects requiring a wide scope of expertise, including due diligence and voluntary disclosure projects
Prepare technical memoranda on state and local tax issues for individuals, corporations, partnerships and LLCs
Maintain active communication with clients and make recommendations for business and process improvements, manage expectations and enhance value
Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
Invest in your professional development individually and through participation in firm wide learning and development programs
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Qualifications
Bachelor's degree in Accounting, Finance or related field required; Masters or advanced degree preferred
CPA, CMI or JD/LLM required
Eight (8) + year(s) experience in state and local tax, professional services firm experience preferred
Five (5)+ year(s) of supervisory experience, mentoring and counseling associates desired
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.
Eligibility to work in the U.S., without sponsorship, highly preferred
For California, Colorado, New York and Washington: The compensation range for this role is $134,530 to $255,070. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Auto-ApplySenior Associate, Private Wealth
Baker Tilly Virchow Krause, LLP job in Redwood City, 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 Private Wealth Tax Senior Associate! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to individual and flow-through clients. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You will enjoy this role if:
You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve
You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)
You want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrow
What you will do:
Be a trusted member of the engagement team providing various federal tax compliance and consulting services to industry specific clients:
Provide tax compliance and advisory services to S-corporations, partnerships, individuals and corporations ranging from middle market to multinational companies
Participate in tax research projects on a variety of tax issues, help to draft IRS responses and address other tax authority inquiries
Team with leaders on special projects in various areas of corporate and flow through taxation such as accounting methods and ASC740
Develop recommendations for the client to consider and share with leadership to discuss and strategize
Communicate and team with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas
Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs
Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Enjoy friendships, social activities and team outings that encourage a work-life balance
Qualifications
Successful candidates will have:
Bachelor's degree in accounting or law, or a related degree in business, and sufficient course work and credits to sit for the CPA and/or Bar exam in the state you are being considered
CPA or JD license preferred
Two (2)+ years of experience providing federal tax compliance and consulting services in a public accounting firm
Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
Strong leadership, project management, organizational and analytical skills, initiative, adaptability
Microsoft Suite skills
Highly developed software and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred
#LI-MS1
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.
Auto-ApplyReal Estate & Construction Advisory Senior Associate (Forensics)
San Francisco, CA job
As a Real Estate & Construction Advisory Senior Associate, you will have the opportunity to grow and contribute to our global clients' business needs through all phases of project and engagement management across a wide variety of industries, with a focus on real estate and construction. The work you will be doing revolves around large and complex construction projects in the data center, energy, infrastructure, commercial real estate, and hospitality sectors, among others. You will plan, direct, and complete projects related to process improvements, vendor audits, risk and control assessments, investigations, litigation support, and project monitoring initiatives within the Forensics Advisory Services Practice - all with the resources, environment, and support to help you excel.
From day one, you'll be empowered by the greater Risk team to help clients make the moves that will help them achieve their vision and help you achieve more, confidently.
Your day-to-day may include:
+ Reviewing construction contracts, financial statements, job cost reports, internal policies, and process maps to identify cost savings, process inefficiencies, and strategic initiatives
+ Performing complex financial analysis to identify trends, patterns, and anomalies across multiple sources of data and supporting documentation
+ Analyzing compliance with various labor requirements, including those required on prevailing wage jobs that are reliant on federal funding and/or pertinent to tax credit incentives
+ Assisting in matters involving fraud, waste, and abuse, including allegations of bribery, collusion, conflicts of interest, organized crime, and other scenarios posing legal or regulatory exposure to our clients
+ Conducting targeted research on regulatory requirements including, but not limited to, IRS authoritative guidance, accounting standards codification, and AICPA practice aids to support defensible conclusions on complex engagement needs
+ Communicate findings clearly and concisely to a variety of internal and external stakeholders
+ Coordinate with multiple stakeholders and third parties to understand the construction project control environment and propose recommended controls to address identified gaps
+ Run client engagements from start to finish, including planning, organizing, conducting, directing, and completing projects and services while managing projects to budget
+ Maintaining active communication with clients to manage expectations, ensure satisfaction, and become a trusted business partner
+ Working closely with engagement teams and managing and conducting forensic accounting procedures on multiple engagements concurrently
+ Collaborating across Grant Thornton service lines and with international colleagues to integrate diverse expertise and deliver comprehensive, high-impact client solutions
+ Managing, developing, training, and mentoring staff on projects and assessing performance for engagement and year-end reviews
+ Attend professional development, networking events, and training seminars regularly
+ Adhere to the highest degree of professional standards and strict client confidentiality
+ Other job duties as assigned
You have the following technical skills and qualifications:
+ Bachelor's degree in Accounting, Finance, Information Technology, MIS, or related field required
+ Minimum 2 years of related work experience in a similar consulting practice or function servicing real estate and/or construction clients at a national level required
+ CPA, CFE, CMA, CFA, CCA, CIA, PMP, PMBOK or other industry related certifications preferred
+ Preferred experience in management consulting, internal audit, regulatory compliance, and/or forensic engagements
+ Proven capabilities in performing advisory services in the real estate and/or construction industries
+ Strong computer skills, including proficiency in Microsoft Office Suite with a focus on robust excel capabilities
+ Knowledge of various federal and state construction labor regulations and requirements, including the Federal Davis-Bacon Act
+ Excellent analytical, research, and organizational skills with strong attention to detail
+ Ability to work on multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment
+ Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
+ Ability to work additional hours as needed and travel to various client sites, both domestic and international
+ Can travel as needed. Expected travel is 10% - 25%
*Candidates may be asked to complete a skills assessment as part of the recruiting process.
The base salary range for this position in New York, NY only is between $95,040 and $142,560.
The base salary range for this position in San Francisco, CA only is between $101,200 and $151,800.
The base salary range for this position in Chicago, IL only is between $88,000 and $132,000.
#LI-CL2
About Us
At Grant Thornton, we believe in making business more personal and building trust into every result - for our clients and you. Here, we go beyond your expectations of a career in professional services by offering a career path with more: more opportunity, more flexibility, and more support. It's what makes us different, and we think being different makes us better.
In the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services.
In 2025, Grant Thornton formed a multinational, multidisciplinary platform with Grant Thornton Ireland. The platform offers a premier Trans-Atlantic advisory and tax practice, as well as independent American and Irish audit practices. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
Grant Thornton is part of the Grant Thornton International Limited network, which provides access to its member firms in more than 150 global markets.
About the Team
The team you're about to join is ready to help you thrive. Here's how:
- Whether it's your work location, weekly schedule or unlimited flex time off, we empower you with the options to work in the way that best serves your clients and your life.
- Here, you are supported to prioritize your overall well-being through work-life integration options that work best for you and those in your household.
- We understand that your needs, responsibilities and experiences are different - and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you.
- When it comes to inclusion, we are committed to doing more than checking boxes. Explore all the ways we're taking action for diversity, equity & inclusion at Grant Thornton (************************************************************** .
Here's what you can expect next:
If you apply and are selected to interview, a Grant Thornton team member will reach out to you to schedule a time to connect. We encourage you to also check out other roles that may be a good fit for you or get to know us a little bit better at Grant Thornton careers (************************************** .
Benefits:
We understand that your needs, responsibilities and experiences are different, and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. For an overview of our benefit offerings, please visit: **********************************************************
+ Benefits for internship positions: Grant Thornton interns are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Interns also receive a minimum of 72 hours of paid sick leave and are paid for firm holidays that fall within their internship period.
+ Benefits for seasonal employee positions: Grant Thornton seasonal employees are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Seasonal employees may also be eligible to participate in the firm's 401(k) savings plan and employee retirement plan in accordance with applicable plan terms and eligibility requirements. Seasonal employees receive a minimum of 72 hours of paid sick leave.
Grant Thornton employees may be eligible for a discretionary, annual bonus based on individual and firm performance, subject to the terms, conditions and eligibility criteria of the applicable bonus plan or program. Interns and seasonal employees are not eligible for bonus compensation.
Additional Details:
It is the policy of Grant Thornton to promote equal employment opportunities. All personnel decisions (including, but not limited to, recruiting, hiring, training, working conditions, promotion, transfer, compensation, benefits, evaluations, and termination) are made without regard to race, color, religion, national origin, sex, age, marital or civil union status, pregnancy or pregnancy-related condition, sexual orientation, gender identity or expression, citizenship status, veteran status, disability, handicap, genetic predisposition or any other characteristic protected by applicable federal, state, or local law.
Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is the policy of Grant Thornton LLP to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. To make an accommodation request, please contact ****************
For Los Angeles Applicants only: We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
For Massachusetts Applicants only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Grant Thornton does not require or administer lie detector tests as a condition of employment or continued employment.
Director, IT Service Desk
San Ramon, 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. Director, IT Service Desk 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.
As Director of IT Service Desk, you will transform the end-user experience, leading a high-performing team to deliver consistent, secure, and innovative service. You will drive process improvement, automation, and AI-enabled self-service to optimize responsiveness and satisfaction, while influencing broader IT strategy.
Job Responsibilities
* Develop and execute a Service Delivery Strategy aligned with firm priorities, emphasizing security, consistency, and client service excellence.
* Establish and maintain SLAs and KPIs to measure responsiveness, resolution, and satisfaction.
* Represent the voice of the end-user in IT leadership discussions, advocating for simplification, standardization, and usability.
* Lead and manage the IT Service Desk organization, including Tier 1-3 support, field support, and service management.
* Build and sustain a high-performance culture centered on accountability, ownership, and customer focus.
* Define clear career paths and development programs for Service Desk personnel, promoting mobility into specialized IT areas (Automation, Cybersecurity, Systems).
* Develop and enforce ITIL-based processes for Incident, Problem, Request, and Change Management.
* Manage the Service Desk toolset (ServiceNow) and maintain accurate configuration and knowledge repositories.
* Partner with the Automations Team to implement self-service portals, automated provisioning, and AI-enabled virtual assistants - with a Year-One stretch goal of eliminating Level 1 desktop issues.
* Coordinate major incident management and communication during critical outages or firmwide technology events.
* Continuously improve service operations using analytics, trend analysis, and user feedback.
* Produce regular reporting on SLAs, KPIs, customer satisfaction, and improvement initiatives for IT and firm leadership.
* Ensure compliance with security policies, audit standards, and data protection requirements.
Requirements
* Bachelor's degree in Information Technology or related field or equivalent experience.
* Minimum of 10 years in IT service delivery or end-user computing, including a minimum of 3 years leading multi-tier Service Desk and field support teams.
* Proven experience building and maturing IT service functions within an enterprise environment, ideally supporting a rapidly growing, globally distributed organization.
* Strong ITIL foundation with hands-on ownership of Incident, Problem, Change, and Request Management processes.
* Proven track record modernizing service operations through automation, AI-enabled self-service, virtual agents, and workflow optimization.
* Practical experience administering and configuring ServiceNow, including workflows, reporting, automation, CMDB, and knowledge management.
* Experience building, scaling, or transforming Service Desk operations for a large, distributed, or highly regulated organization.
* Demonstrated ability to improve end-user experience, drive process efficiency, and deliver measurable operational outcomes.
* Ability to partner with cross-functional leaders, influence strategy, and represent the voice of the end user.
* Willingness to travel up to 10% to regional offices, client sites, or vendor locations.
* Demonstrates the Firm's Purpose, Values, and Anchors - being Empowered, putting the Firm First, acting with Insight, and bringing Positive Energy - while fostering an Innovative, Entrepreneurial, and Growth-oriented mindset.
Preferred Qualifications
* Master's degree
* Experience supporting a Professional Services or Consulting firm in an internal IT capacity.
"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: $182,700 - $214,900. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $200,900 - $236,400. For Northern California residents, the compensation range for this position: $210,000 - $247,100. 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.
Auto-ApplyAssociate, Private Equity Compliance
San Francisco, CA job
Vista Equity Partners ("Vista") is seeking to hire a Compliance Analyst or Associate (subject to experience) to support Vista's Private Equity Compliance program. This individual will proactively assist in identifying and containing compliance risk, foster a business-oriented compliance function, and help the organization embrace compliance.
Successful candidates will possess a high level of personal accountability, a strong work ethic, strong organizational skills, and the ability to work as a part of a team or individually with limited supervision. This is a highly visible and impactful role that will require excellent communication skills and a professional demeanor.
This role is for an immediate start and based in New York, NY or San Francisco, CA.
Responsibilities
* Conduct ongoing internal testing to assess the effectiveness of Vista's policies and procedures, identify potential enhancements, and help ensure adherence to regulatory requirements.
* Coordinate with external compliance consultants on periodic reviews; assist with document requests and participate in interviews with key business partners to provide accurate and thoughtful responses.
* Support the Compliance Team in preparing and filing required regulatory filings, including Form ADV, Form 13F, Form PF, CFTC filings, etc., as well as assist with proxy voting oversight.
* Partner with Vista's investor relations and marketing teams to review and approve marketing materials and social media communications to ensure compliance with the SEC's Marketing Rule.
* Assist with SEC examinations and regulatory inquiries, including document collection, coordination across internal teams, and drafting responses.
* Conduct independent research and analysis on compliance and regulatory developments relevant to private fund advisers.
* Perform other ad hoc projects and initiatives to support the broader Compliance Team.
Qualifications
* Bachelor's Degree
* 3-4 years of experience in a compliance or related role at a registered investment adviser or broker dealer preferred.
* Ability to work in a fast-paced and dynamic environment with changing
* Strong organizational, analytical, written, and verbal communication
* Excellent interpersonal skills and client service
* Excellent time management, organization, and prioritization Ability to work as a part of a team or individually with limited supervision is highly essential.
* Working knowledge of compliance testing, SEC Rule 206(4)-7, and SEC and FINRA marketing rules is also highly desired.
The pay range for this role is expected to be between $110,000 - $150,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other components may include an annual cash bonus and a comprehensive benefits package.
Tax Director, NorCal Corporate Tax
Bakertilly job in Walnut Creek, 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
Auto-ApplyTax Senior Associate, Private Wealth
Bakertilly job in Santa Clara, 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 Private Wealth Tax Senior Associate, based out the San Francisco Bay area! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to HNW individuals and flow-throughs. 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 tax compliance and consulting services, primarily to private wealth and flow-through 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 tax
Develop recommendations for the client to consider and share with leadership to discuss and strategize
Communicate and team with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas
Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs
Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Enjoy friendships, social activities and team outings that encourage a work-life balance
Qualifications
Successful candidates will have:
Bachelor's degree in accounting or law, or a related degree in business, and sufficient course work and credits to sit for the CPA and/or Bar exam in the state you are being considered
CPA, EA, or JD license preferred
Two (2)+ years of experience providing tax compliance and consulting services in a public accounting firm
Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
Strong leadership, project management, organizational and analytical skills, initiative, adaptability
Microsoft Suite skills
Highly developed software and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred
#LI-MS1
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.
Auto-ApplyWorkday Project Manager
San Jose, 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.
We're looking for a Project Manager with Workday expertise to lead client-facing projects from start to finish. In this role, you'll drive implementations, keep projects on track, and ensure we deliver solutions that truly make an impact.
Job Responsibilities:
* Lead Workday implementation projects-defining scope, objectives, timelines, and success measures.
* Manage all phases of the project lifecycle: planning, execution, monitoring, and delivery.
* Partner with clients and cross-functional teams to align on priorities and outcomes.
* Anticipate and manage project risks, scope changes, and key issues.
* Provide guidance on Workday capabilities, best practices, and methodology.
* Facilitate clear communication across project teams and with client stakeholders.
* Build strong client relationships and serve as a trusted advisor.
* Support business development efforts by identifying and pursuing new opportunities.
* Oversee project reporting, budgets, contracts, and resource planning.
* Ensure billing, reporting, and administrative tasks are completed accurately and on time.
Requirements:
* Bachelor's degree or business, IT, related major or equivalent work experience.
* Minimum of 5 years of project management experience, with a strong background in Workday.
* Experience with Workday implementations including the HCM & Financials (FIN) modules.
* Experience in professional services or consulting environments.
* Strong skills in project planning, budgeting, and risk management.
* Excellent communication skills-able to translate complex details into clear client conversations.
* Experience leading teams and mentoring junior colleagues.
* Flexibility to adapt to shifting priorities and client needs.
* Willingness to work in a hybrid model, in-office or at client sites up to 50%.
Preferred Qualifications:
* PMP certification is a plus.
* Familiarity with Agile development methodologies.
* Experience in business process design and change management.
"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: $123,300-$145,000. For Illinois residents, the compensation range for this position: $135,600-$159,500. For Washington residents, the compensation range for this position: $135,600-$159,500. For New York residents, the compensation range for this position: $135,600-$159,500. For Southern California residents, the compensation range for this position: $135,600-$159,500. For Northern California residents, the compensation range for this position: $141,800-$166,800. 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.
Auto-ApplyOffice Services Assistant, Temporary
Bakertilly job in Santa Clara, 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.
Auto-ApplyTax Intern - Summer 2027
San Jose, CA job
Tax Intern
During your internship at Grant Thornton, you will be exposed to tax procedures including tax consulting and tax return preparation which will involve tax research, tax planning, and the preparation of supporting work papers on various tax returns and projects. You will have an opportunity to work alongside Partners, Senior Executives, and peers as a member of the engagement team. Additionally, you will have an opportunity to learn new skillsets, be involved in office community activities, and build lasting relationships with members of the Grant Thornton team.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Reviewing data input, identifying and resolving technical tax issues, and assisting in the review of tax preparations completed by our firm in India
Responding to inquiries from the IRS and other taxing authorities
Identifying, researching, and assessing various tax issues while also providing information to senior staff members
Identifying and carrying out other projects as assigned
Collaboratively working with client team members while building rapport and strong client relationships
Working on a variety of client engagements in varying industries
Networking with your peers
Meeting with your mentor for regular feedback and professional development discussions
Connecting with fellow interns and Grant Thornton staff at social events
Participating in team-building exercises
Giving back to the community through outreach activities
Sharpening your leadership skills
Other duties as assigned
QUALIFICATIONS
Pursuing a Bachelor's or Master's degree in Accounting
Minimum major and overall GPA of 3.0/4.0 preferred
The willingness and ability to work additional hours, as needed, and travel to various client sites
Excellent analytical, communication (written and verbal), and interpersonal skills
Strong technical aptitude and skillset
Demonstrated project management skillset including project planning and time management Ability to work efficiently and effectively in a complex team environment
Ability to travel on short notice and work additional hours as necessary
Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. No visa sponsorship is available for this position.
SKILL REQUIREMENTS
Excellent analytical, communication (written and verbal), and interpersonal skills
Strong technical aptitude and skillset
Demonstrated project management skillset including project planning and time management Ability to work efficiently and effectively in a complex team environment
The pay rate for this position in the firm's San Jose, CA office is $42.50 per hour.
Auto-Apply