Baker Tilly International job in San Francisco, CA
# **Overview**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 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 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
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$139k-203k yearly est. 4d ago
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Sales Operations Senior Associate
Bakertilly 4.6
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.
$67.1k-127.1k yearly Auto-Apply 9d ago
Tax Senior Associate - Partnerships (Federal)
Baker Tilly International 4.6
Baker Tilly International job in San Francisco, CA
A leading advisory and tax firm is seeking a Federal Tax Senior Associate to deliver compliance and advisory services to middle market clients. This role offers the opportunity to build industry expertise while working closely with clients. Successful candidates will have a degree in accounting or law and CPA or JD preferred, with a minimum of 2 years experience. The firm provides a supportive culture for professional growth and encourages work-life balance.
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$80k-112k yearly est. 1d ago
Audit Senior Manager
Grant Thornton International Ltd. 4.6
San Jose, CA job
At Grant Thornton, we believe in making business more personal and building trust into every result - for our clients and you. Here, we go beyond your expectations of a career in professional services by offering a career path with more: more opportunity, more flexibility, and more support. It's what makes us different, and we think being different makes us better.
In the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non‑attest offerings, including tax and advisory services.
In 2025, Grant Thornton formed a multinational, multidisciplinary platform with Grant Thornton Ireland. The platform offers a premier Trans‑Atlantic advisory and tax practice, as well as independent American and Irish audit practices. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality‑driven professionals enjoying exceptional career‑growth opportunities and a distinctive cross‑border culture.
Grant Thornton is part of the Grant Thornton International Limited network, which provides access to its member firms in more than 150 global markets.
About the Team
The team you're about to join is ready to help you thrive. Here's how:
Whether it's your work location, weekly schedule, or flex time off, we empower you with the options to work in the way that best serves your clients and your life. Consistent with the firm's hybrid work model, this position will require in‑person attendance at least two days per week, either at a GT office or client site.
Here, you are supported to prioritize your overall well‑being through work‑life integration options that work best for you and those in your household.
We understand that your needs, responsibilities and experiences are different - and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. See how at ******************
When it comes to inclusion, we are committed to doing more than checking boxes. Explore all the ways we're taking action for diversity, equity & inclusion at ******************
Here's what you can expect next: If you apply and are selected to interview, a Grant Thornton team member will reach out to you to schedule a time to connect. We encourage you to also check out other roles that may be a good fit for you or get to know us a little bit better at ******************.
Benefits: We understand that your needs, responsibilities and experiences are different, and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. For an overview of our benefit offerings, please visit **********************************************************
Benefits for internship positions: Grant Thornton interns are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Interns also receive a minimum of 72 hours of paid sick leave, and are paid for firm holidays that fall within their internship period.
Benefits for seasonal employee positions: Grant Thornton seasonal employees are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Seasonal employees may also be eligible to participate in the firm's 401(k) savings plan and employee retirement plan in accordance with applicable plan terms and eligibility requirements. Seasonal employees receive a minimum of 72 hours of paid sick leave.
Grant Thornton employees may be eligible for a discretionary, annual bonus based on individual and firm performance, subject to the terms, conditions and eligibility criteria of the applicable bonus plan or program. Interns and seasonal employees are not eligible for bonus compensation.
AdditionalDetails: It is the policy of Grant Thornton to promote equal employment opportunities. All personnel decisions (including, but not limited to, recruiting, hiring, training, working conditions, promotion, transfer, compensation, benefits, evaluations, and termination) are made without regard to race, color, religion, national origin, sex, age, marital or civil union status, pregnancy or pregnancy‑related condition, sexual orientation, gender identity or expression, citizenship status, veteran status, disability, handicap, genetic predisposition or any other characteristic protected by applicable federal, state, or local law. Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is the policy of Grant Thornton to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. To make an accommodation request, please contact ************. For Los Angeles applicants only: We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For Massachusetts applicants only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Grant Thornton does not require or administer lie detector tests as a condition of employment or continued employment.
Job Description
Grant Thornton is seeking an Audit Senior Manager to join the team in San Jose, CA.
As an Audit Senior Manager, you will use your technical and leadership skills to plan and lead the completion of financial statement audits. You'll apply your experience to help engagement teams solve difficult business problems and review highly technical matters and disclosures - all with the resources, environment and support to help you excel. You'll build relationships with clients and your engagement teams, and use our world‑class audit technology to work collaboratively, solve smarter, and have meaningful business conversations. From day one, you'll be empowered with access to firm leaders and training programs, as well as opportunities to grow the firm and your career, and achieve more, confidently.
Your day‑to‑day may include:
Overseeing and supporting multiple engagement teams concurrently to complete financial statement audits.
Consistently listening and communicating with clients about engagement and service expectations; resolving technical and service issues quickly and thoroughly.
Being a proactive problem solver and sought‑after business adviser to your clients on a variety of business improvement areas.
Training and supervising less experienced colleagues and providing consistent, regular feedback.
Team‑ing up with Grant Thornton colleagues to identify and win new business opportunities.
Working at a client site, with your team in the office or remotely. We empower teams to listen first to expectations of clients and teammates; then you and your team can determine when and where to work. No matter when or where, you will have the support you need to thrive.
Representing Grant Thornton at recruiting and professional networking events.
Building your technical and professional skills through formal training.
Other duties as assigned.
You have the following technical skills, qualifications and abilities:
Bachelor's degree in accounting, economics, finance, mathematics, or related disciplines.
Minimum of eight years of progressive public accounting experience with a mid‑sized to large firm.
An active CPA license (required).
Analytical, technical, and auditing skills, including proficiency in US GAAP, GAAS, and PCAOB rules and standards.
Continuously expand your professional network and have experience with business development.
Value teamwork, are agile and know the power of building strong relationships.
Are curious about or have exposure to automation and digitization tools as part of audits or in the professional services environment.
Can travel as needed (Travel expectation: 25%).
Excellent verbal and written communication skills.
The base salary range for this position in the firm's San Jose office only is $138,000 to $230,000 per year.
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$138k-230k yearly 1d ago
ServiceNow IRM Implementation Senior Consultant
Crowe 4.7
San Francisco, CA job
Your Journey at Crowe Starts Here:
At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.
Job Description:
Crowe is seeking an experienced and motivated Senior Consultant to join our growing ServiceNow Cloud Solutions team. This role is ideal for a professional with strong ServiceNow expertise who is ready to lead client projects, manage delivery teams, and contribute to business development activities. As a Senior Consultant, you will serve as a trusted advisor to clients, taking ownership of solution delivery from design through implementation. You will also help shape the growth of our practice by leading sales demos, supporting proposal development, and mentoring junior team members. We are looking for candidates who are entrepreneurial, client-service oriented, and eager to expand their ServiceNow and consulting leadership skills.
Responsibilities:
Lead end-to-end client projects across ServiceNow applications (e.g., IRM, ITSM, CSM, HRSD, SecOps, etc.), ensuring high-quality delivery.
Serve as the primary client contact for engagements, building trusted relationships and managing expectations.
Translate complex business requirements into scalable, effective ServiceNow solutions.
Facilitate workshops and design sessions with clients to shape solution direction.
Configure, customize, and extend ServiceNow applications, while overseeing execution by staff-level team members.
Deliver sales demos to prospective clients, showcasing ServiceNow capabilities and Crowe's approach.
Support proposal development, SOW creation, and pre-sales activities.
Mentor and train junior staff, supporting their technical and consulting skill growth.
Contribute to internal best practices, accelerators, and knowledge sharing to enhance delivery quality.
Collaborate with leadership on thought leadership and practice-building initiatives.
Desired Skills
Strong hands-on experience configuring and implementing ServiceNow solutions.
Proficiency with ServiceNow development (JavaScript, Business Rules, Workflows, UI Policies, etc.).
Familiarity with ServiceNow integrations (REST/SOAP APIs) and third-party tools.
Excellent communication, facilitation, and client-facing presentation skills.
Proven ability to lead ServiceNow delivery projects and guide junior staff.
Experience with business development activities (demos, proposals, pre-sales discussions) - Preferred.
Strong problem-solving and organizational skills.
Certifications
ServiceNow Certified System Administrator (CSA) - Preferred.
One or more ServiceNow Certified Implementation Specialist certifications - Preferred.
Certified Application Developer (CAD) - a plus.
Qualifications
2+ years of direct ServiceNow implementation experience.
Ability to independently lead client projects and contribute to business development.
Strong track record of delivering ServiceNow solutions that meet client needs.
Bachelor's degree in Computer Science, Information Systems, Engineering, or related field preferred.
Willingness to travel up to 30% as needed for client engagements.
We expect the candidate to uphold Crowe's values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times.
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $74,100.00 - $147,800.00 per year.
Our Benefits:
Your exceptional people experience starts here. At Crowe, we know that great people are what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you!
How You Can Grow:
We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper!
More about Crowe:
Crowe (************** is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.
Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, genetics, national origin, disability or protected veteran status, or any other characteristic protected by federal, state or local laws.
Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge.
Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act.
Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.
$74.1k-147.8k yearly Auto-Apply 40d ago
Summer 2026 - Valuations and Forensics Intern (San Jose)
Armanino 4.7
San Jose, CA job
The Opportunity
Armanino is proud to be Among the top 20 Largest 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 a Valuation and Forensics Intern for Armanino's Valuation and Forensics Practice, you'll gain hands-on experience working alongside professionals at all levels that will provide you with insight into the fields of finance, accounting, forensic investigations, and litigation support. Your internship will give you the same exposure to Armanino as our Consultant hires, while participating in interactive and engaging programming! During your time you will also participate in training and activities to boost your skills and engagement.
Summer Start Date: June 15, 2026
Job Responsibilities
Valuation Support
Assist in preparing business and intangible asset valuations for financial reporting, tax, transaction advisory, and strategic planning purposes.
Perform financial statement analysis, ratio analysis, and assessment of company performance and risk characteristics.
Support the development of valuation models (DCF, market approach, income approach, option-pricing models, probability-weighted expected return models, Monte Carlo simulations, and other analyses).
Conduct industry, economic, and market research to support key valuation assumptions.
Help prepare draft valuation reports, exhibits, and supporting documentation.
Forensic & Litigation Support
Assist with forensic accounting procedures, including data reconciliation, trend analysis, and tracing of financial transactions.
Support litigation engagements by analyzing financial and economic damages, lost profits, and valuation-related claims.
Help compile and organize evidence, transaction data, and workpapers for expert reports and client deliverables.
Participate in investigations by reviewing contracts, invoices, emails, and other communications when applicable.
Client Engagement & Project Execution
Collaborate closely with team members to deliver high-quality work in a deadline-driven environment.
Help maintain organized engagement files, documentation, and audit-ready workpapers.
Contribute to client presentations through charts, summaries, and analysis of findings.
Communicate proactively with engagement teams regarding status updates, questions, and workflow needs.
Professional Development
Learn and apply professional judgment, analytical techniques, and best practices within the valuation and forensics disciplines.
Participate in intern training programs, team meetings, and firm-wide learning initiatives.
Embrace Armanino's core values, collaborative culture, and commitment to innovation and client service.
Leverage the use of generative AI as necessary to improve workflows and knowledge.
Requirements
Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
Preferred Qualifications
Current enrollment in a bachelor's or master's program in accounting, finance, computational/mathematical finance, economics or related field and a graduation date between December 2026 - June 2027 strongly preferred
Demonstrated prior interest and/or coursework in corporate finance, valuation, pre-law, forensic investigations, or quantitative finance
“"Armanino" is the brand name under which Armanino 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 is a licensed independent CPA firm that provides 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. The compensation range for this position: $39.00/hr. 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:
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Uniquely Armanino
$39 hourly Auto-Apply 2d ago
Account Executive
Oliver Wyman Labs 4.9
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.
$120k-181k yearly est. Auto-Apply 60d+ ago
Specialist, Deployment - Resource Management
Bakertilly 4.6
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:
The Deployment Specialist executes all team-related deployment responsibilities, including resource scheduling and data maintenance within resource management tools and systems. Deployment Specialists assist Deployment Managers with the preparation and compilation of weekly, monthly, and ad hoc resource management reporting.
Responsibilities Staffing and Resource Allocation:
Facilitate the scheduling process of team members across all levels in a timely manner based on timing, travel, levels, skills, and other necessary requirements, while balancing capacity with open needs and proposing solutions to maximize utilization and drive profitability.
Work with Deployment Managers to facilitate the resource allocation process across all team member levels, including utilization of relevant Complementary Workforce personnel such as BT Pie and collaboration with Deployment Managers across different business units to ensure the optimal allocation and cross-utilization of resources.
Identify potential resource allocation conflicts and resolve them with appropriate solutions, escalating any complex circumstances to respective Deployment Managers, when needed.
Partners with Deployment Managers as they receive questions from team members regarding resource management matters, including individual and team utilization, engagement scheduling, project leverage, team member availability, etc.
Develop an understanding of the skills, experiences, and career goals of professional staff to enable optimal client assignments.
Assist Deployment Managers in preparing content related to the latest project pipeline of in-flight, sold, and upcoming projects, ahead of Weekly SL RM calls and Internal SL RM Connects.
Participate in Weekly SL RM Calls, listening closely, taking detailed notes with action items, and managing follow-up action items related to scheduling system maintenance.
Participate in Internal SL RM Connects, listening closely, taking detailed notes with action items, and managing follow-up action items related to scheduling system maintenance.
Reporting and Insights:
Regularly manage and update staff data within relevant systems, focusing on tactical adjustments to maintain accurate schedules and utilization of team members.
Generate and analyze Resource Management reports, including availability reports, billable hour forecasts, and actual vs. scheduled variance data.
Utilization Management:
Use scheduling tools to forecast hours, track utilization, and monitor overall headcount, chargeable hours, overtime, and travel to ensure work is fairly distributed.
Identify utilization concerns or shortfalls of team members within assigned service lines by flagging variances from reports and handling any ad hoc administrative responsibilities, escalating issues to Deployment Managers.
Collaborate with Delivery Managers and team members to understand discrepancies between scheduled time and actual time billed.
Work with Deployment Managers to escalate utilization variance to People Managers if a team member fails to provide rationale for their variance
Training and Development:
Learn and develop from direct on-the-job coaching and mentoring by Deployment Managers and participate in firmwide learning and development programs.
Develop an understanding of how resource allocation decisions impact the economic aspects, (i.e., profitability and financial reporting) of the professionals assigned, while also grasping how business concepts like bill rates, leverage, and realization interact with and support overall business success.
Provide system training for team members across all staff levels, including training on key Resource Management systems for new hires and introduction of new system / technology for existing team members.
Business Relationship Building and Communication:
Utilize entrepreneurial skills to network and build strong relationships internally with team members within Resource Management, as well as team members across all levels in the business.
Other:
Escalate day-to-day Resource Management issues / questions to their respective Deployment Managers.
Collaborate with Deployment Managers and other teams such as Talent Management, Talent Attraction, Learning & Development, and Operations to plan for and address flexible work arrangements, performance management, and workforce planning.
Serve as an informal Resource Management buddy for new hires, helping their transition and providing Resource Management-related support during their onboarding.
Assist in ad hoc internal Resource Management projects.
Qualifications
Successful candidates will have:
Bachelor's degree from an accredited college or university
Two (2)+ years of related experience; professional services experience preferred
Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
Provides exceptional internal client service, professional demeanor and handles confidential matters with discretion, adapts and takes initiative, strong project management, organizational and analytical skills
Eligibility to work in the U.S. without sponsorship preferred
The compensation range for this role is $50,780 to $96,290. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$50.8k-96.3k yearly Auto-Apply 15d ago
Analyst, Technology, Media, and Telecommunications Practice
Spencer Stuart 4.8
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.
$65k-68k yearly Auto-Apply 60d+ ago
Software Engineer
Oliver Wyman Labs 4.9
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.
$98k-138k yearly est. Auto-Apply 60d+ ago
2026 Summer Leadership Program - San Francisco
Novogradac & Co. LLP 4.6
San Francisco, CA job
Summer Leadership Program 2026 Are you ready to explore the possibilities of a career in accounting? Novogradac's Summer Leadership Program is a 1-day program designed to give an inside look at what it's like to work at a top CPA firm. Our tax and audit experts will share valuable insights into the services we offer, the industries we serve, and more! You will also participate in various activities that will build on your current leadership skills, giving you the competitive edge to launch your career in public accounting.
About Novogradac
In 1989, Michael Novogradac founded the company in San Francisco, California. Since then, Novogradac & Company has grown to over 900 employees and now operates from more than 25 offices across the United States!
Novogradac is one of the nation's top 40 certified public accounting firms and is a recognized leader in real estate and community development. Novogradac is known for its expertise in providing services related to the Low-Income Housing Tax Credit (LIHTC) program, a federal program that incentivizes private investment in affordable housing. The company has been involved in the development of affordable housing projects across the country and has worked with many of the leading developers, investors, and lenders in the industry.
The Summer Leadership Program Is for Students Who Are
* Actively pursuing a degree in accounting
* Rising sophomores and rising juniors
* High academic performers
Activities Include
* Connecting and networking with firm leaders, professionals, and other students
* Fun, interactive teambuilding events with Novogradac staff and partners
* Attending interactive presentations
* An inside look at upcoming internship opportunities
Date and Location
* August 2026
* San Francisco office of Novogradac & Company LLP
* 1160 Battery Street, East Building, Suite 225, San Francisco, CA 94111
* *****************************************
* Please note the Summer Leadership Program is a voluntary program and not an application for employment with Novogradac.
$74k-103k yearly est. 14d ago
Office Services Assistant, Temporary
Bakertilly 4.6
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.
$18-34.1 hourly Auto-Apply 58d ago
High Net Worth Tax Principal
Bakertilly 4.6
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
$103k-136k yearly est. Auto-Apply 15d ago
Real Estate & Construction Advisory Senior Associate (Forensics)
Grant Thornton 4.6
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. See how at ******************
- When it comes to inclusion, we are committed to doing more than checking boxes. Explore all the ways we're taking action for diversity, equity & inclusion at ******************
Here's what you can expect next:
If you apply and are selected to interview, a Grant Thornton team member will reach out to you to schedule a time to connect. We encourage you to also check out other roles that may be a good fit for you or get to know us a little bit better at ******************.
Benefits:
We understand that your needs, responsibilities and experiences are different, and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. For an overview of our benefit offerings, please visit: **********************************************************
+ Benefits for internship positions: Grant Thornton interns are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Interns also receive a minimum of 72 hours of paid sick leave, and are paid for firm holidays that fall within their internship period.
+ Benefits for seasonal employee positions: Grant Thornton seasonal employees are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Seasonal employees may also be eligible to participate in the firm's 401(k) savings plan and employee retirement plan in accordance with applicable plan terms and eligibility requirements. Seasonal employees receive a minimum of 72 hours of paid sick leave.
Grant Thornton employees may be eligible for a discretionary, annual bonus based on individual and firm performance, subject to the terms, conditions and eligibility criteria of the applicable bonus plan or program. Interns and seasonal employees are not eligible for bonus compensation.
Additional Details:
It is the policy of Grant Thornton to promote equal employment opportunities. All personnel decisions (including, but not limited to, recruiting, hiring, training, working conditions, promotion, transfer, compensation, benefits, evaluations, and termination) are made without regard to race, color, religion, national origin, sex, age, marital or civil union status, pregnancy or pregnancy-related condition, sexual orientation, gender identity or expression, citizenship status, veteran status, disability, handicap, genetic predisposition or any other characteristic protected by applicable federal, state, or local law.
Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is the policy of Grant Thornton 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 condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Gran Thornton does not require or administer lie detector tests as a condition of employments or continued employment.
$101.2k-151.8k yearly 60d+ ago
Audit IT Assurance Intern - Summer 2026
Grant Thornton 4.6
San Francisco, CA job
Attest Services-IT Intern
As an IT Audit Assurance Intern at Grant Thornton, your primary responsibility will be to delivering a full range of IT audit services to our clients. This includes testing and assessment of information systems control review engagements in support of financial statement audits. You will work alongside Partners, Managers, and Senior Executives as a member of the engagement team.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Applying current knowledge of IT trends and systems processes to identify security and risk management issues, as well as other opportunities for overall process improvement.
Maintaining professionalism and rapport with the client. Proactively interact with key client management to manage expectations, help ensure client satisfaction, meet client deadlines, and resolve any problems.
Gaining a comprehensive understanding of assigned client operations, processes and business objectives, and then utilize that knowledge on assigned engagements.
Participating in recruiting efforts as needed.
To meet or exceed IT Assurance metrics (e.g. - billable hours, CPE, time delinquencies, etc…)
Participating in other business development activities as appropriate
Other duties as assigned
QUALIFICATIONS
Pursuing a Bachelor's degree in Accounting, Finance, Information Technology, MIS or related field. A Master's degree is a plus.
Desire to pursue CPA, CISA, CISSP, CIA or CISM license/certification.
Some related work experience in public accounting or equivalent delivering controls based services, auditing Information Technology General Controls (ITGC's.) in support of financial statement audits to cross-industry clients and technologies. An understanding of generally accepted practices for testing Key Reports, and Application Controls a plus.
Information Security experience or information security training is required.
Exceptional client service and communication skills.
Strong technical aptitude and problem solving skills
Excellent analytical, communication (written and verbal) and interpersonal skills.
Effective project and time management skills for handling multiple priorities and simultaneous projects
Enthusiasm to learn through a combination of structured, on-the-job and self-directed training
Ability to work efficiently and effectively in a complex team environment
Strong computer skills including proficiency in Microsoft Office suite applications.
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.
The pay rate for this position in the firm's San Francisco, California office is $42.50 per hour.
$42.5 hourly Auto-Apply 8d ago
Tax Principal, Real Estate
Bakertilly 4.6
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
$95k-139k yearly est. Auto-Apply 3d ago
Financial Advisor
Bakertilly 4.6
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:
Looking for a career defining opportunity? Want to help fulfill one's financial hopes and dreams? Moss Adams Wealth Advisors is offering a unique opportunity to join our growing RIA as a Financial Advisor. Moss Adams Wealth Advisors provides collaborative wealth management strategies and financial planning services to build, manage, and preserve net worth.
The Financial Advisor filling this position will work as an integral team member with one or more advisors, associate advisors, and client service associates to empower our clients to secure better financial futures by strategically aligning tax, planning and investment needs and tactically managing their assets.
The Financial Advisor in this position will network internally and externally gaining referrals from professional networks as well as clients. Baker Tilly supports Financial Advisors by offering competitive base pay and a business development bonus. The person who fills this position will have an immediate opportunity to serve clients and contribute to the growth of the firm.
Responsibilities:
Our Financial advisors primarily serve current clients and seek to source, onboard and service new clients within a team environment.
Servicing includes, meeting regularly with clients to go over their financial plan, review their current and future circumstances, needs and objectives and to review their investment performance
Our Financial Advisors have a direct impact on the growth of our firm through Business Development Goals and actively pursuing new business.
Strategically drives the financial planning process for clients, with the support of the team, including review and evaluation of income, assets, tax exposure, estate plan, investment portfolio and insurance. Helping clients establish and prioritize their financial goals and time frames for achieving them.
Financial Advisors will work to actively seek referrals from current clients and your professional and personal network
Mentoring and supporting the development of associate advisors and client service associates on their team
Qualifications:
Bachelor's degree in a related field required
Minimum of 5 years of wealth management and investment advisory experience in a public accounting or professional services firm environment required; Insurance knowledge preferred
CFP preferred or CFA maybe be considered
Excellent communication, organizational, and client relationship skills
Ability to work on multiple projects at once while consistently completing projects on time, within budget, and with few revisions
Ability to function as part of a regional team
Thinking critically on a strategic level, take initiative and problem-solve
Building beneficial relationships in appropriate community, business, and professional organizations
Ability to comfortably maintain poise and diplomacy amongst both client and company personnel.
The compensation range for this role is $115,000 to $182,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$115k-182k yearly Auto-Apply 14d ago
Associate, Private Equity Compliance
Vista Equity Partners Management 4.4
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.
Company Overview
Vista is a leading global investment firm that invests exclusively in enterprise software, data and technology-enabled organizations across private equity, credit, public equity and permanent capital strategies. The firm brings an approach that prioritizes creating enduring market value for the benefit of its global ecosystem of investors, companies, customers and employees. Vista's investments are anchored by a sizable long-term capital base, experience in structuring technology-oriented transactions and proven, flexible management techniques that drive sustainable growth. Vista believes the transformative power of technology is the key to an even better future - a healthier planet, a smarter economy, a diverse and inclusive community and a broader path to prosperity. Further information is available at vistaequitypartners.com. Follow Vista on LinkedIn @Vista Equity Partners or Twitter @Vista_Equity.
$110k-150k yearly Auto-Apply 60d+ ago
Analyst, Risk Management
Bakertilly 4.6
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:
The Conflict Analyst will assist with the Firm's conflict clearing and client acceptance process. As part of that process, the Conflict Analyst will review proposed engagements across various service lines to assess whether they could result in conflicts that risk the Firm's finances, its reputation, or its client relationships. The role demands real-time risk analysis, practical problem-solving, and an ability to build relationships with senior decision makers across the Firm.
Responsibilities:
As part of the conflict check process, research new projects using available on-line resources, including court websites (if applicable) to perform an in-depth analysis of potential projects.
Conduct database research for new projects to identify potential conflicts that risk the Firm's finances, its reputation, or its client relationships.
Facilitate the resolution of any potential conflicts.
Ensure data integrity within the conflict check database and client intake system.
Support and assist with strategic projects, including enhancing technology related to conflict check system.
Qualifications:
3 to 5 years of prior experience preferred
Bachelor's degree required
Strong analytical, technical, and organizational skills with an emphasis on detail
Excellent verbal and written business communication skills
Demonstrated problem-solving abilities.
Commitment to professional growth and willingness to learn or take on new skills
The compensation range for this role is $53,870 to $102,150. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$53.9k-102.2k yearly Auto-Apply 14d ago
Project Manager, Transformation
Armanino McKenna Certified Public Accountants & Consultants 4.7
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. Armanino is proud to be Among the top 20 Largest 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.
The Business Project Manager leads project execution for critical business strategic programs and projects. The Project Manager aligns to Armanino's internal project and change management methodology, demonstrating best practices in project management, including but not limited too initial project scoping, building and maintaining all project assets and artifacts, collaboratively defining KPIs, monitoring and escalating risks, and keeping the project team focused on meeting or exceeding the projects' scoped KPIs. They will understand the intricacies of each project and how they align to the overall Transformation portfolio, adapting the project and change management plans accordingly.
Job Responsibilities
* Create and maintain the project infrastructure and artifacts for collaboration and management of assigned projects.
* Coordinate all project related meetings; own the meeting agenda and notes.
* Achieve scoped KPIs by leading complex cross-functional programs consisting of multiple workstreams
* Effectively direct workstream to deliver and meet aligned deadlines and KPIs.
* Assist with project deliverable creation including, but not limited to: strategy and design, planning, data summary and project findings, communication and change management
* Demonstrate leadership, partnership, and collaboration; motivating and inspiring high-functioning cross-functional teams
* Embrace and clarify business opportunities; lead discovery to define objectives, KPIs and design programs to achieve them
* Influence to achieve project buy-in at all levels; understand and attend to business drivers, individual motivations, and the program's differing impact across various business units
* Provide reports and leadership presentation updates on program metrics and alignment to achieving KPIs
* Ensure all stakeholders are appropriately informed and aligned. Surface decision points and misalignment; proactively seek out and manage objections and competing perspectives
* Continuously monitor program exposure and ensure appropriate risk communication, escalation, and risk mitigation plans are in place
* Continuously contribute to the development of others, champion a culture of continuous feedback
* Drive continuous improvement; challenge the status quo and proactively identify gaps and opportunities for improvement
Requirements
* Bachelor's degree in business major or equivalent work experience
* Minimum of 5 years of project management experience for business projects
* Ability to communicate business concerns and considerations to various stakeholders
* Proficient at Smartsheet
Preferred Qualifications
* Change management experience
* Accounting or Financial Services industry experience
* PMP or PgMP
"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: $85,000 - $139,700. For Washington residents, New York residents, Illinois residents and Southern California residents the compensation range for this position: $95,000 - $150,000. For Northern California residents, the compensation range for this position: $102,000 - $155,000. 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.