The Assurance Senior will be responsible for coordinating the day-to-day "in-charge" duties of planning, fieldwork and "wrap-up" to include the preparing of financial statements with disclosures, applying most areas of GAAP as necessary and documenting, validating, testing and assessing various control systems. This position is also responsible for acting as the client contact for basic questions and information and may be involved in reviews and agreed-upon procedure engagements.
Job Duties:
Control Environment:
* Applies knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures by:
* Applying knowledge of transactional flow and key transactional cycles to complete audit work
* Documenting, validating and assessing the design and operating effectiveness of the clients' internal control system
* Identifying and communicating suggested improvements to client internal controls and accounting procedures in an effort to reduces risk within the client organization
* Supervising and reviewing the work of audit staff
GAAP:
* Applies knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles by:
* Communicating financial statement disclosure requirements to clients
* Drafting complex sets of financial statements with disclosures
* Recognizing and applying new pronouncements to client situations
* Identifying, analyzing and discussing alternative generally accepted accounting principles with the Manager, Senior Manager and engagement partner and the client, as needed
* Identifying complex accounting issues and brings them to the attention of superiors for resolution
* Coaching less experienced team members in new areas
SEC and PCAOB:
* Applies knowledge and understanding of SEC regulations and PCAOB guidelines, and documents and communicates the application of these principles by:
* Reading and reviewing clients' SEC filings, ensuring accuracy and completeness, and also ensuring that all financial information is documented in the workpapers and through appropriate testing
* Preparing required communications to the Client and the Audit Committee
* Planning and executing Section 404 internal control audits including obtaining an understanding of the control environment, designing test plans, evaluating deficiencies and assessing the overall financial reporting control environment
GAAS:
* Applies knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement by:
* Formulating and communicating the audit plan
* Applying GAAS to a variety of complex issues and consults others as appropriate
* Employing audit skepticism and determining when to reduce or expand testing
* Utilizing BDO audit manuals as appropriate for the situation
* Documenting deviations from BDO policy, with approval
Methodology:
* Applies knowledge and application of BDO standards to guide effective and efficient delivery of quality services and products by:
* Coordinating the day-to-day conduct of the audit plan by ensuring the field work is executed and completed as planned, in accordance with timetable, with Firm's policies and procedures and within budget
* Applying BDO audit approach and methodologies, including tools and technology, to execute the audit
* Identifying and proposing outcomes to critical issues
Research:
* Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on the information by:
* Utilizing of internal and external research tools and selecting methodology for routine research requests
* Researching complex areas of accounting, forming an initial opinion on the correct treatment independently and considering and documenting the impact on the client and audit engagement
* Documenting and organizing complicated findings in a usable format, based on information obtained from Accounting Research Manager, BDO Assurance Manual, Yahoo Finance, etc.
* Assisting the engagement manager with gathering appropriate information about the business and information system, including the accounting system, to form an adequate basis for the preparation of the audit strategy
* Developing the draft Audit Engagement Planning Memorandum, audit programs and budgets
* Collaborating with the engagement manager to establish the responsibilities of individual audit staff for specific areas of audit work
* Other duties as required
Supervisory Responsibilities:
* Provides verbal and written performance feedback to Audit Associates
* Supervises the work assignments of Audit Associates within assigned engagement team
Qualifications, Knowledge, Skills and Abilities:
Education:
* Bachelor's degree in Accounting, Finance, Economics, or Statistics, required OR Bachelor's degree in other focus area and CPA certification, required
* Master's degree in Accountancy, preferred
Experience:
* Two (2) or more years of prior relevant audit experience and/or public accounting, private industry accounting or consulting/professional services experience, required
* Prior basic supervisory experience, preferred
License/Certifications:
* Eligible to sit for the CPA exams upon starting employment, required and actively pursuing completion of the exams, required
* CPA, preferred
Software:
* Proficiency with the Microsoft Office Suite, preferred
* Experience with assurance applications and research tools, preferred
Language:
* N/A
Other Knowledge, Skills & Abilities:
* Solid understanding and experience planning and coordinating the stages to perform an audit of a basic public and/or private company
* Knowledge of internal accounting controls and professional standards and regulations (GAAP, GAAS, Sarbanes-Oxley, etc).
* Strong verbal and written communication skills with the ability to adapt style and messaging to effectively communicate with professionals at all levels both within the client organization and the firm
* Ability to successfully multi-task while working independently and within a group environment
* Superior analytical and diagnostic skills and ability to break down complex issues and implementing appropriate resolutions
* Ability to work in a demanding, deadline driven environment with a focus on details and accuracy
* Solid project management skills
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $88,000 - $105,000
Colorado Range: $80,000 - $85,000
Illinois Range: $82,000 - $90,000
Maryland Range: $78,000 - $93,000
Minnesota Range: $76,000 - $82,000
Massachusetts Range: $81,500 - $90,000
New Jersey Range: $80,000 - $95,000
NYC/Long Island/Westchester Range: $80,000 - $115,000
Ohio Range: $75,000 - $82,000
Washington Range: $82,000 - $95,000
Washington DC Range: $80,000 - $100,000
$88k-105k yearly 14d ago
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Assurance Experienced Senior
BDO USA 4.8
BDO USA job in Dallas, TX
The Assurance Experienced Senior will be responsible for coordinating the day-to-day "in-charge" duties of planning, fieldwork, and "wrap-up" to include the preparing of financial statements with disclosures, applying most areas of GAAP as necessary and documenting, validating, testing, and assessing various control systems. This position is also responsible for acting as the client contact for basic questions and information and may be involved in reviews and agreed-upon procedure engagements.
Job Duties:
Control Environment
Applies knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures.
As Auditor in charge is responsible to the engagement manager for the day-to-day conduct of the audit work and in particular for ensuring that the field work is executed and completed as planned, in accordance with timetable, with Firm's policies and procedures and to budget
Applies knowledge of transactional flow and key transactional cycles to complete audit work
Documents, validates, and assesses effectiveness of internal control system
Determines and communicates improvements to client internal controls and accounting procedures
Supervise the work of audit staff and review workpapers and conclusions and explaining any shortcomings to them
GAAP
Applies knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles.
Understand and effectively communicate financial statement disclosure requirements to clients
Identifies and applies new pronouncements to client situations
Identifies, analyzes, and discusses alternative generally accepted accounting principles for the client, when necessary, with the Manager, Senior Manager and engagement partner
Identifies complex accounting issues and brings them to the attention of superiors for resolution
SEC and PCAOB
Applies knowledge and understanding of SEC regulations and PCAOB guidelines, and documents and communicates the application of these principles.
Reads and reviews clients' SEC filings, ensuring accuracy and completeness, and also ensuring all financial information is supported in the workpapers and appropriately tested
Prepares required communications to the Client and the Audit Committee
Plans and executes Section 404 internal control audit including obtaining an understanding of the control environment, designing test plans, evaluating deficiencies, and assessing the overall financial reporting control environment.
GAAS
Applies knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement.
Formulates and communicates the audit plan
Applies GAAS to a variety of complex issues and consults others as appropriate
Applies of audit skepticism and determines when to reduce or expand testing
Uses BDO audit manuals as appropriate for the situation
Documents deviations from BDO policy with approval
Look for opportunities to suggest improvement to company's internal controls and prepare draft communication required by professional standards.
Methodology
Applies knowledge and application of BDO standards that guide effective and efficient delivery of quality services and products.
Applies BDO audit approach and methodologies, including tools and technology, to execute the audit with quality, efficiency, and completeness despite pressures of deadlines
Identifies and proposes outcomes to critical issues
Research
Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on that information.
Applies knowledge of the use of internal and external research tools and selects methodology for routine research requests
Researches more complex areas of accounting and forms an initial opinion on the correct treatment independently and considers and documents the impact on the client and audit engagement
Documents and organizes complicated findings in a usable format, based on information obtained from Accounting Research Manager, BDO Assurance Manual, Yahoo Finance, etc.
Assist the engagement manager with gathering sufficient appropriate information about the business and information system, including the accounting system, to form an adequate basis for the preparation of the audit strategy
Project Management
Coordinate timing of planning, fieldwork, and review with audit team and client and assist engagement executives in developing the audit engagement budget and identify appropriate resources.
Develop the draft Audit Engagement Planning Memorandum, audit programs and budgets
Establish with the engagement manager the responsibilities of individual audit staff for specific areas of audit work
Monitor and report engagement budget to actual and advise engagement executives of possible overruns
Other duties as required
Supervisory Responsibilities:
Supervise a team of audit professionals ranging in size from 1 to 5
Provide verbal and written performance feedback to associates
Teach/coach associates to provide on the job learning
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor's degree in Accounting, Finance, Economics or Statistics, required OR Bachelor's degree in other focus area and CPA certification, required Master's degree in Accountancy, preferred
Experience:
Three (3) or more years of prior relevant audit experience and/or public accounting, private industry accounting or consulting/professional services experience, required
Prior basic supervisory experience, preferred
License/Certifications:
Eligible to sit for the CPA exams upon starting employment, required, and actively pursuing completion of the exams, required
CPA, preferred
Software:
Proficient with Microsoft Office Suite, preferred
Experience with assurance applications and research tools, preferred
Language:
N/A
Other Knowledge, Skills & Abilities:
Possess proven solid verbal and written communication skills
Possess people development and delegation skills
Possess executive presence - needs to be able to be primary contact for the client
Ability to "in-charge" all stages of the audit, including planning, fieldwork, and "wrap-up"
Ability to perform the completion of an audit of a complex company
Ability to prepare and/or review financial statements with disclosures in accordance with GAAP requirements.
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $95,000 - $135,000
Cleveland, Ohio Range: $80,000 - $92,000
Colorado Range: $80,000 - $105,000
Illinois Range: $85,000 - $100,000
Maryland Range: $92,000 - $110,000
Minnesota Range: $80,000 - $92,000
New Jersey Range: $96,000 - $103,000
NYC/Long Island/Westchester Range: $80,000 - $115,000
Washington Range: $85,000 - $105,000
Washington DC Range: $92,000 - $110,000
$96k-103k yearly Auto-Apply 60d+ ago
Accounting and Finance Consulting Senior Associate (Gaming and Hospitality)
RSM 4.4
Dallas, TX job
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
Do you have a passion and a curiosity for solving complex casino gaming, integrated resort, hotel and hospitality accounting and financial operations business issues?
Are you looking for a fast-paced and hands-on yet flexible and balanced career while being able to work collaboratively to serve clients to help resolve complex issues?
Are you interested in joining an in-demand rapidly growing practice with experienced professionals of diverse backgrounds?
If so, RSM's Accounting and Finance Consulting (AFC) practice's National Gaming and Hospitality group is the right fit for you - we have worked solving unique finance and operational issues within the Gaming and Hospitality industry for over 50 years.
RSM is looking for a Senior Associate to join our Accounting and Finance Consulting (AFC) practice with a focus in Gaming and Hospitality Financial Advisory. The changing economic landscape, new accounting pronouncements, evolving tax regulations and the acceleration of automation adoption initiatives mean casino gaming and hospitality enterprises face an ever-changing business landscape.
Our industry focus includes casino and online gaming operators, integrated resorts, and hospitality operators across multiple jurisdictions throughout the country.
Responsibilities and Duties: The Gaming and Hospitality Consulting Senior Associate provides a variety of financial consulting services to clients. The types of consulting services provided may include, but are not limited to:
* Technical Accounting and Accounting Support to business operations
* Business process improvement and internal controls assessments
* Advisory projects, such as: Organizational structure analysis, profit enhancement, cash management, and profitability analysis studies
* Process improvement and policy and procedure documentation
* Primary clients are gaming entities across the country, including large commercial gaming resorts, casinos, and Indian gaming.
* Provide timely, high quality client service that meets or exceeds client expectations including coordinating the development and execution of the consulting work plan and client deliverables
* Develop an understanding of the client's business and industry and begin to recognize key performance drivers, trends and developments
* Actively participate with engagement team and function as an in-charge and go-live lead, facilitating fieldwork by monitoring and reporting regarding productivity and adherence to work plan schedules on assignments as well as critically solve client and adoption challenges
* Support the execution and completion of various client deliverables
* Identify performance improvement opportunities
* Understand RSM's service lines and work as a team in providing an integrated service delivery
* Recognize and inform management of opportunities to increase level and types of services to clients
Basic Qualifications:
* A BS/BA in Accounting
* Minimum of 2+ years business experience or 2+ years in public accounting/consulting services (emphasis in the casino and hospitality accounting or operations a plus)
* Advanced written and verbal communication skills
* Strong internal control skills and experience in developing and improving internal control systems
* Strong technical and functional accounting experience in US GAAP and/or IFRS for public or private companies, with experience in financial reporting, and hands-on support and research to solve technical accounting matters with AJE and reconciliations as needed
* Proven ability to manage staff on projects of varying sizes, along with a passion for developing and retaining talent
* Demonstrated leadership experience
* Must have demonstrated the ability to develop and maintain effective relationships with business associates and industry groups, including strong presentation, communication and rapport building skills
* Ability to travel approximately 75-80%.
* CPA certification
Preferred Qualifications:
* Experience in working on project teams related to one or more of the following areas: accounting and finance optimization, audit readiness, complex accounting analysis and consultation, new accounting standard implementation, financial automation technologies automation and consulting services to similar industries
* Experience and personality to diffuse difficult customer situations
* Ability to function independently, prioritize and act as a mentor to junior staff
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $69,800 - $132,000
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$69.8k-132k yearly Easy Apply 35d ago
Growth Support Specialist
RSM 4.4
Dallas, TX job
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
The growth support specialist is responsible for collaborating with pursuit leaders, market development teams and business development professionals to support local market, line of business and industry intentional growth activities. The growth support specialist is responsible for utilizing firm tools to support the growth initiatives that include, but are not limited to, intentional growth teams, market-facing sponsorships and events, marketing campaigns, maintenance of customer and prospect data quality, and preparation of brand- and risk-compliant proposals and pursuit deliverables. With guidance, the growth support specialist demonstrates the ability to manage the needs of their teams and stakeholders with proficient time management, problem-solving and customer service skills.
Coordinate and support the local market, line of business or industry-focused intentional growth strategy. Support regular cadence of growth meetings: Coordinate growth meeting schedule. Prepare and distribute agenda and growth documents. Document discussion and action items. Maintain repository of meeting notes and related documents. Monitor activity and progress with team members between meeting cycles. Keep relevant stakeholders apprised of progress. Provide comprehensive support for the customer relationship management (CRM) platform to monitor pipeline, document relationship activity and track due dates. Perform account, data and various other types of research to support pursuit efforts. Provide ad hoc support as needed for CRM requests, pipeline reports and the development and production of presentations and pursuit documents. Proactively manage time and execute responsibilities.
Work directly with market developer or pursuit leader to support the successful execution of market-facing seminars, conferences, meetings and networking events. Responsibilities may include, but are not limited to, the following: Planning Purchase, coordination and delivery of materials needed on-site Audio visual setup Registrations Post-event wrap-up Coordinates registration and return on investment with various trade and industry groups and local market or industry sponsorships Keeps abreast of systems, tools and resources that may be beneficial to pursuit teams, such as industry and line of business collateral, white papers and other thought leadership Reviews charges on firm-issued purchasing card for accuracy and reconciles in a timely manner.
Serve as primary resource for CRM database support within the local market and/or industry. Support and encourage the training and adoption of data tools among industry and local market users. Provide assistance capturing account, contact, opportunity and activity data in CRM. Provide assistance with ad hoc pipeline, industry or market data reports and dashboard coordination requests for industry or local market users. Respond to standard requests from national in-take portal. Acquire specialized training and be educated on the proper execution of CRM functions and tasks limited to the growth support team. Adhere to firm data integrity policies and procedures
Review pursuit deliverables to monitor brand and risk compliance and adherence to high document quality standards. Have the opportunity to complete proposal training to develop the skills necessary to prepare pursuit documents ascapacity allows, leveraging existing templates, text and graphics.
Regularly engage, participate and contribute to group discussions and activities within their focused area such as industry, line of business or local market growth teams.
Collaborate effectively with growth support leaders, team members, other ESS subfunctions and other internal firm client service teams to ensure business needs are met.
Perform other duties as assigned.
There is an expectation that your first ninety days of employment will be in-office five (5) days per week. After those 90-days, you will have the ability to work a hybrid schedule, minimally with three (3) days in-office.
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $46,100 - $73,700
$46.1k-73.7k yearly Easy Apply 37d ago
Life Sciences Advisory, Supervisor
RSM 4.4
Dallas, TX job
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
As a Supervisor within the Management Consulting, Life Sciences Industry practice, you will become a leader in one of the fastest growing and most entrepreneurial groups within RSM. You will have the resources and cross functional support of the largest middle market firm but will be able to operate in a lean and agile environment where your ideas and experience can directly shape what service offerings we provide to our clients and how we approach them. We are continually looking to expand our scope of services and industries and need your help to do it.
Responsibilities:
Client Delivery & Project Management
* Product Launch Project Experience: Leverage personal experience in drug commercialization and operational readiness to advise clients. This includes identifying gaps and leading remediation efforts in critical areas such as Finance, Supply Chain/Manufacturing, or Commercial Operations prior to product launch.
* End-to-End Delivery: Lead the overall delivery of complex consulting engagements, managing project scope, timelines, budgets, and quality from kickoff to close-out.
* Technical Execution: Apply technical knowledge in an applicable field (Finance / Manufacturing / Commercial Operations) to solve client operational challenges (e.g., system implementation, process optimization, post-launch integration).
* Team Supervision: Supervise and mentor associates and senior associates on project teams, providing guidance and fostering a collaborative, high-performance environment.
Strategic Contribution & Practice Growth
* Integrated Launch Planning Sales Targeting: Contribute to RSM's Launch Planning sales targeting initiative by providing subject matter expertise and supporting the identification of high-potential biotech prospects.
* Service Offering Input: Provide input and assist practice leaders in refining and developing targeted service offerings, based on evolving client needs and market trends in the Life Sciences lifecycle.
Qualifications:
* Industry Experience: 5+ years of professional experience, with a significant portion spent directly within the Biotechnology or Pharmaceutical industries or serving them exclusively in a consulting capacity.
* Product Launch Experience. This experience may be operational (as a company employee) or advisory (as a consultant). You must demonstrate an understanding of the pressures, regulatory requirements, and cross-functional dependencies required to bring a clinical product to market.
* Functional Expertise: Deep technical background in at least one of the following areas:
* Finance: (FP&A, R2R, Gross-to-Net, Technical Accounting)
* Manufacturing/Supply Chain: (CMC, CMO management, Manufacturing, Demand Planning, Costing)
* Commercial Operations: (Market Access, Trade Relations, Commercial Data, CRM)
* Project Management: Proven ability to manage complex projects with multiple workstreams and stakeholders.
* Education: Bachelor's degree in Business, Finance, Supply Chain, Life Sciences, or a related field.
* Willingness and ability to travel up to 50%+
Skills & Attributes:
* Executive Presence: Exceptional communication and interpersonal skills, with the ability to present complex information clearly and confidently to executives and client leadership.
* Consulting Mindset: A strong aptitude for critical thinking, complex problem-solving, and a client-first mentality.
* Leadership: Demonstrated ability to lead teams, delegate effectively, and drive results.
Location: Hybrid role, could be located in other US Cities
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $107,000 - $214,500
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$107k-214.5k yearly Easy Apply 60d+ ago
Manager - Risk Consulting Global Banks (AML Reg Compliance)
RSM 4.4
Dallas, TX job
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
We are looking for experienced professionals to join our rapidly growing Global Banking Risk Consulting Practice, focused on Anti-Money Laundering (AML)/Countering the Financing of Terrorism(CFT). Candidates for this role will join a diverse, high performing team of professionals with extensive experience working with top US and Global Banking institutions in a multitude of capacities. As a member of our Regulatory Compliance Consulting practice, focused on serving global banking institutions, candidates will step into a dynamic culture that values innovative thinking, solution focused collaboration, and diversity of thought and experience, all while providing opportunities for professional growth and advancement.
As a Manager in RSM's growing Regulatory Compliance Practice, focused specifically on serving Global Banking enterprises, you will have the opportunity to draw from your compliance experience and knowledge to continue to grow your leadership skills and practice through a high degree of client and banking industry exposure, career development and mentorship opportunities, and a diverse and inclusive culture. The fast-paced and dynamic environment in which we operate will provide you with daily challenges and exciting opportunities.
AML/CFT Managers have front line exposure and responsibility for the detailed work that our project teams are executing on a daily basis and are central to delivering on our brand promise of The Power of Being Understood. As a AML/CFT Manager focused on serving our Global Banking clients, you will be an integral team member leading our projects, overseeing the execution of fieldwork, interpreting and presenting findings and observations during client exit meetings, reviewing work papers to support conclusions, and facilitating the presentation of the results of our work to client stakeholders, in all three lines of defense..
Key Responsibilities
Subject Matter Experience
* Advanced understanding of AML/CFT/Sanctions internal controls concepts and their application in differentiated client environments, specifically within complex global banking organizations.
* Global banking industry experience with interpreting AML/CFT/Sanctions policies, procedures, and controls of our clients' business, and ability to effectively articulate professional observations and practical prior banking experience with RSM team members and client stakeholders.
* Experience in consulting with client leadership on strategic plans and other business matters, helping our clients to anticipate emerging risks and opportunities.
* Advanced ability to independently assess and provide practical guidance on the appropriateness of internal controls, assessing their design and operational effectiveness, determining risk exposures and developing remediation plans, determining business compliance impact of identified control issues, and providing remediation guidance to clients.
Contributions to Firm Culture
* Model the core RSM values of respect, integrity, teamwork, excellence, and stewardship in all interactions with clients and team members.
* Collaborate with colleagues across a variety of levels and disciplines to develop and deliver innovative solutions that provide value to clients.
* Maintain agility to adapt quickly to shifting needs, demands, technology solutions, or process changes and assist others in adapting to change.
* Support RSM's goals around diversity and inclusion by nurturing an environment that understands individuality, promotes authenticity, and values varied perspective in arriving at solutions.
Client Experience
* Leverage understanding of industry trends and business acumen to think critically about complex challenges and propose dynamic solutions
* Identify current and relevant global banking industry thought leadership to share with the client.
* Own management level relationships and interact with executive level stakeholders. Drive collaboration with external stakeholders.
* Lead risk assessment management interviews and collaborate in the development and execution of audit plans.
* Perform review of client deliverables including process narratives/flowcharts, risks and control matrices, detailed testing of controls, and suggested remediation and process improvement opportunities.
* Lead formal closing meetings with clients to share and confirm deliverables.
* Maintain overall responsibility for project economics and manage expectations around billing, monitoring, and collections.
* Demonstrate effective delegation strategies by managing multiple clients, projects, and teams simultaneously with the goal of overseeing a book of business.
Talent Experience
* Encourage colleagues to think creatively, strive for growth through development opportunities, and maximize results while working within a team environment.
* Manage, motivate, and mentor teams to cultivate an environment where diverse team member capabilities are optimized and expanded.
* Recruit, develop, and inspire future leaders of the firm through mentorship that focuses on understanding the potential and aspirations of the workforce.
* Maintain willingness to give and receive candid feedback in both written and verbal form; Commit to self-development in response to constructive feedback received.
* Assist with developing training content on areas of personal expertise.
Business Development
* Actively participate in relevant industry associations and events to develop and/or maintain industry focus and relationships.
* Build, maintain, and utilize your internal network to address issues timely and add value to client relationships; begin cultivating an external network with the goal of generating new business opportunities for the firm.
* Assist in writing, developing, and delivering thought leadership internally and externally.
* Communicate effectively with prospects, assess needs, and develop clear and accurate project parameters including scoping descriptions, delivery plans, and budgets.
* Contribute to pursuits through development of proposals and other materials.
Position Qualifications
* Bachelor's or Master's degree in business, accounting or related discipline
* Minimum of 5 years of experience in audit, internal audit or related internal control positions serving large global banking institutions. Experience in prior public accounting or professional services firm or within a regulatory body is preferred. Knowledge of AML/CFT/Sanctions risks, regulations, and typologies
* Exposure to the design and implementation of AML programs
* Job relevant certification (e.g. CAMS, CRCM, CIA)
* Experience leading project based work with milestones and workflow driven by objectives and defined timelines.
* Experience managing people, mentoring staff, providing performance feedback, and monitoring workloads of the team while meeting stakeholder and client expectations.
* Must be able to interpret and convey information across various levels, including senior management. This includes written and oral communications.
* Strong interpersonal skills.
* Effective written, verbal, and presentation skills, including interaction with members of client management.
* Ability to travel to meet client needs and work collaboratively with others in-person or remotely.
* Demonstrated success in high pressure scenarios.
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $95,400 - $192,000
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$95.4k-192k yearly Easy Apply 47d ago
Manager Operating Partnership - Tax Digital Services
Rsm 4.4
Dallas, TX job
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
Position Summary:
RSM is seeking a dynamic and technically proficient Manager to join our growing Operating Partnership team. This role is ideal for a tax professional who thrives in a collaborative environment and is passionate about delivering high-quality federal partnership compliance and consulting services using advanced tax technology platforms.
As our client base expands and projects become more complex, we are looking for a leader who can navigate intricate partnership structures, drive compliance excellence, and mentor junior staff through the full tax lifecycle.
Key Responsibilities:
Lead and manage federal partnership tax compliance and consulting engagements for a diverse portfolio of clients, including multi-tiered, complex structures, across a multitude of industries
Review and oversee preparation of complex partnership tax computations and tax form preparation, including Schedule K-1s/Schedule K-3s and ensure timely and accurate filings.
Apply deep technical knowledge of Subchapter K and related federal tax regulations to resolve client issues and guide strategic decisions.
Leverage RSM's suite of advanced tax technology tools to streamline compliance and consulting workflows, enhance data integrity, and improve client deliverables.
Collaborate with engagement teams to identify process improvements and automation opportunities.
Serve as a technical resource and mentor for Senior Associates and Associates, supporting their development and onboarding.
Participate in client onboarding and planning discussions, helping to manage expectations and timelines.
Basic Qualifications:
Requires a minimum of a Bachelor's Degree in Accounting or related field
Requires one of the following be active and in good standing: CPA, JD, or EA.
Requires a minimum of five (5) years of experience in federal partnership tax, with a strong focus on compliance.
Proven ability to manage multiple engagements and lead teams in a fast-paced environment.
Experience with tax technology platforms (e.g., GoSystem, OneSource, Alteryx, or other propriety tax technology platforms) preferred.
Strong communication skills and a collaborative mindset.
Why RSM?
At RSM, we combine deep technical expertise with cutting-edge technology to deliver exceptional client service. You'll be part of a team that values innovation, mentorship, and continuous learning. As we continue to grow, you'll have the opportunity to shape the future of our tax practice and make a meaningful impact.
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $120,000 - $240,900
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.
**Quality Assurance Lead - Financial Services Office - Senior Manager - Multiple Positions - 1669851), Ernst & Young U.S. LLP, Dallas, TX.**
Assist large domestic and global financial institutions, broker-dealers, foreign banking organizations, asset management firms and insurance companies with IT Quality Transformation & Application Test Delivery challenges. Plan and execute software system testing (manual and automatic testing). Lead testing efforts across large transformation teams and programs. Work with clients to drive transformational change in the way they deliver application testing services in their organizations. Lead and define the test strategy, planning, and implementing quality assurance for large complex projects. Coach team members with a goal of fostering an innovative and inclusive team-oriented work environment. Share knowledge and develop engagement tools and enablers to build capability for the practice. Evaluate and report on the quality assurance and testing process, make recommendations to improve software / systems / solution / product design based on quality testing results. Provide expertise and makes recommendations on test automation methodologies and relevant supporting processes, including documentation requirements.
Lead and direct teams of professionals with diverse skills and backgrounds by providing constructive on-the-job feedback/coaching to team members. Develop and maintain long-term client relationships and networks. Manage risk in the delivery of quality client services.
Full time employment, Monday - Friday, 40 hours per week, 8:30 am - 5:30 pm.
**MINIMUM REQUIREMENTS** :
Must have a Bachelor's degree in Computer Science, Engineering, Business, Management Information Systems, Finance, or a related field and 8 years of work experience (of which 5 years must be progressive, post-baccalaureate work experience). Alternatively, will accept a Master's degree in Computer Science, Engineering, Business, Management Information Systems, Finance, or a related field and 7 years of work experience.
Must have 6 years of experience in software quality assurance and testing, including at least 5 years managing testing teams.
Must have 3 years of experience in building, managing, and identifying executive level relationships.
Must have 4 years of experience leading the design and development of the test automation frameworks.
Must have 7 years of testing experience within the Financial services industry in one or combination of any of the following: Capital Markets, Wealth and Investment Management, Banking, Mortgage, Finance Risk and Compliance, and/or Insurance.
Must have 7 years of technical competency experience with one or a combination of any of the following:
- Test Strategy & Operating Model Development,
- Testing Center of Excellence and/or IT Transformation Program Management,
- Test Automation Framework Architecture,
- Agile Test Management,
- User Acceptance Test Coordination,
- IT Organizational Change Management,
- Performance Testing Program Management,
- Customer Relationship Management,
- Enterprise Resource Planning,
- Enterprise Data Management,
- IT Life cycle Management,
- IT Delivery Management, and/or
- Executive Reporting
Must have 5 years of test program or project management experience, including scope, timing, resource allocation and performance.
Must have 6 years of experience with test management tools including with one or a combination of the following: JIRA and/or HP ALM.
Must have 3 years of experience in business development activities, including identifying opportunities, writing client proposals, and responding to RFPs.
Requires travel up to 80%, of which 10% may be international, to serve client needs.
Employer will accept any suitable combination of education, training, or experience.
**Please apply on-line at ey.com/en_us/careers and click on "Careers - Job Search", then "Search Jobs" (Job Number - 1669851).**
**What we offer**
We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary for this job is $197,170.00 per year. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**- Continuous learning** : You'll develop the mindset and skills to navigate whatever comes next.
**- Success as defined by you** : We'll provide the tools and flexibility, so you can make a meaningful impact, your way.
**- Transformative leadership** : We'll give you the insights, coaching and confidence to be the leader the world needs.
**- Diverse and inclusive culture** : You'll be embraced for who you are and empowered to use your voice to help others find theirs.
**EY accepts applications for this position on an on-going basis. If you can demonstrate that you meet the criteria above, please contact us as soon as possible.**
**The exceptional EY experience. It's yours to build.**
**EY | Building a better working world**
EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.
Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.
Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.
For those living in California, please click here for additional information.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities, including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, type Option 2 (HR-related inquiries) and then type Option 1 (HR Shared Services Center), which will route you to EY's Talent Shared Services Team or email SSC Customer Support at **************************.
This particular position at Ernst & Young in the United States requires the qualified candidate to be a "United States worker" as defined by the U.S. Department of Labor regulations at 20 CFR 656.3. You can review this definition at ****************************************************************************************** at the bottom of page 750. Please feel free to apply to other positions that do not require you to be a "U.S. worker".
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
We are looking for Treasury Technology Consultant to join our rapidly growing treasury technology practice. This dynamic team is a part of our overall Treasury Global Services focused on providing qualified treasury advisory to our clients. This is an ideal opportunity for someone who is looking for an entrepreneurial opportunity within the security of a well-established firm. This position will be directly involved with relationship management and onsite client projects.
As our Treasury technology Consultant, you will be able to draw from your experience and knowledge to help clients improve their business by providing services such as treasury management system Implementations, Process Improvement, Financial Transformation, Procedure Design and Optimization, etc. This practice line is exciting, growing and offers tremendous career opportunity.
Key Responsibilities:
* Consulting with accounting, financial, operational and other management personnel to improve their businesses.
* Lead TMS implementation projects, assess, troubleshoot/test during the implementation cycle.
* Train and advise clients in the leading use of TMS modules to fit their specific needs.
* Train and mentor staff/project team.
* All engagements require process analysis/optimization, documentation, project management skills and the ability to work in collaborative teams.
Required Qualifications:
* Bachelor's Degree in Accounting or related field
* Minimum 4 years of previous treasury experience
Preferred Qualifications:
* Trovata certifications
* Consulting or Professional Services firm experience is preferred with previous pre-sales/sales experience
* Understanding and demonstrated experience with working with multiple clients
* Corporate or industry accounting experience is preferred
* Previous experience with operational process reviews and basic internal control requirements
* Ability to anticipate and address client concerns and issues
* Strong accounting/treasury skills and knowledge
* Ability to break complex issues into project steps and problem solve
* Ability to facilitate clients, and project teams, at all levels of the organization
* Strong written and verbal communication skills
* Strong data assimilation and organization skills
* Strong self-direction and team working skill
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $95,400 - $192,000
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$95.4k-192k yearly Easy Apply 60d+ ago
Transaction Advisory Experienced Manager - Financial Due Diligence
BDO Global 4.8
BDO Global job in Dallas, TX
Join one of the fastest growing transaction advisory services practices in the country, where your talent and efforts are valued. Thrive in BDO's entrepreneurial environment with an innovative and flat organizational structure. Be challenged based on your abilities and not your title. Be part of the number one middle market deals team and truly experience the opportunity of being an immediate contributor with real opportunities for career advancement. Work with industry leaders, technical experts and most importantly, people you enjoy spending time with. While BDO prides itself on the Firm's work quality, it equally values work/life fit for its professionals, allowing them to focus on what's important to them outside the office.
The Transaction Advisory Services Experienced Manager will be responsible for managing financial, accounting and operational due diligence engagements for both strategic and financial buyers throughout the United States.
Job Duties:
* Plans and oversees the due diligence process and applies knowledge and application of BDO standards to ensure effective and efficient delivery of quality services and products
* Analyzes financial forecasts, historical earnings, assets and liabilities of target client
* Performs industry and company research
* Collects information from all available sources related to the target client's business, securities, intellectual properties, real estate and other assets
* Conducts on-site and / or phone interviews with C-level personnel or target client to gather additional information in support of the financial analysis
* Assists in identifying risks and issues related to integration planning, timelines and functional areas
* Identifies and proposes appropriate resolutions to critical issues related to the M&A process
* Composes financial analysis report for presentations to assist target clients in evaluating M&A decisions
* Manages the relationship and information flow between BDO and the target client
* Partners with Transactional Services Senior Manager and Principal/Director to identify and pursue business development opportunities through industry and network relationships
* Researches and develops proposal documents and may participate in presentations in pursuit of acquiring new clients
* Other duties as required
Supervisory Responsibilities:
* Schedules and supervises the tasks and project assignments of (Senior) Analysts
* Reviews work product prepared by (Senior) Analysts and provides review comments
* Acts as a Career Advisor to (Senior) Analysts by identifying and providing on-the-job and formal training and professional development opportunities
* Provides verbal and written performance feedback to (Senior) Analysts throughout the fiscal year and as part of the annual performance review process
Qualifications, Knowledge, Skills and Abilities:
Education:
* Bachelor's or Master's degree in Accounting, Business Administration, or Finance, required
* MBA, preferred
Experience:
* Six (6) or more years of public accounting experience, required
* Three (3) or more years of prior TAS experience, preferred
* Prior experience interacting and working directly with C-level personnel, preferred
License/Certifications:
* CPA, CPA candidate, or CA, preferred
Software:
* Proficiency using Microsoft Office Suites, specifically Word, Excel and PowerPoint, required
* Prior exposure utilizing IDEA is beneficial, preferred
Language:
* N/A
Other Knowledge, Skills & Abilities:
* Strong verbal and written communication skills, specifically business writing aptitude
* Ability to interact with and adapt communication style to successfully convey messaging and objectives to all levels of management
* Exhibits executive presence
* Capable of initiating and maintaining solid relationships with all levels of client personnel, as well as utilizing network and industry relationships to identify business development opportunities
* Capable of working in a demanding, deadline-driven environment either independently or within a team dynamic while effectively managing unexpected issues and/or questions in a professional manner
* Ability to analyze large volumes of data to identify potential issues and propose the most appropriate resolutions to benefit the buyer
* Required to maintain the highly confidential nature of information
* Excellent project management skills with ability to produce quality work project with an attention to detail
* Solid knowledge of technical accounting areas such as US GAAP and SEC reporting
* Knowledge of IFRS desirable
* Ability to travel as needed
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
Massachusetts Range: $130,000 - $160,000
New Jersey Range: $130,000 - $160,000
NYC/Long Island/Westchester Range: $140,000 - $170,000
Industry/Sector Health Services Specialism Operations Management Level Senior Associate At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives.
In Epic consulting at PwC, you will specialise in providing consulting services for Epic software solutions. Your work will involve possessing in-depth knowledge of Epic applications and assisting clients in optimising operational efficiency through analysis, implementation, training, and support.
Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
* Respond effectively to the diverse perspectives, needs, and feelings of others.
* Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
* Use critical thinking to break down complex concepts.
* Understand the broader objectives of your project or role and how your work fits into the overall strategy.
* Develop a deeper understanding of the business context and how it is changing.
* Use reflection to develop self awareness, enhance strengths and address development areas.
* Interpret data to inform insights and recommendations.
* Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Epic Consulting team, you will design, configure, test, and implement changes to assigned Epic system applications. As a Senior Associate, you will lead operational work groups, engage stakeholders, and mentor other analysts while navigating complex workflows. This position provides an exciting opportunity to influence healthcare technology and improve operational productivity through innovative solutions.
Responsibilities
* Design and implement changes to Epic system applications
* Lead work groups to gather and analyze requirements for new projects
* Engage with stakeholders to secure alignment on system configurations
* Mentor analysts to foster their professional development
* Navigate complex workflows to improve operational efficiencies
* Collaborate with Epic representatives and subject matter experts
* Test and validate changes to secure system functionality
* Maintain documentation for every system modification and enhancement
What You Must Have
* Bachelor's Degree
* At least 4 years of experience in Epic system applications
* Aura, EpicCare Ambulatory, Care Everywhere, Beaker Certification
What Sets You Apart
* Master's Degree in Health Administration, Business Administration/Management preferred
* Proven leadership in project management and change initiatives
* Excelling in innovative problem-solving and communication
* Demonstrating knowledge of Epic AURA and laboratory workflows
* Understanding industry standards and audit requirements
* Prioritizing workloads and managing multiple projects
* Mentoring and guiding junior team members
* Collaborating effectively across diverse teams
* Developing and maintaining system documentation
Travel Requirements
Up to 80%
Job Posting End Date
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
$77k-202k yearly Auto-Apply 16d ago
TAS Senior Associate - Financial Due Diligence
Rsm 4.4
Dallas, TX job
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
RSM is looking for a Senior Associate to join our Financial Due Diligence team within our Transaction Advisory Services (TAS) practice. In this dynamic role, you will work with our nationally award-winning Mergers and Acquisitions (M&A) Advisory practice servicing both corporate and private equity clients. Our wholistic M&A group services include assisting our clients with readiness and diligence services pre-close all the way through transaction integration and execution. Our Transaction Advisory Services team is comprised of seasoned, expert, nationally acclaimed and knowledgeable professionals providing buy-side and sell-side financial, technology, and operational diligence services and advice.
Responsibilities:
Performs financial due diligence for clients who are acquiring and divesting businesses
Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis
Prepares detailed financial and analytical analyses to help clients evaluate their acquisition decisions and financing requirements
Uses various software tools as designated by the firm
Interacts with the other functional areas of the practice including tax, audit and other consulting practices
Required Qualifications:
A bachelor's degree, ideally with a major in accounting or finance
Minimum of 2 years experience in an Audit or Transaction Advisory practice within a national or regional public accounting or consulting firm
Excellent verbal and written communication skills
Proficient with Microsoft Excel and Microsoft PowerPoint
Ability to travel up to 10-15% locally and nationally
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $81,400 - $153,500
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Within the Special Projects Group in Transaction Advisory Services (the Managing Director is responsible for advising clients on U.S. federal income tax issues associated with mergers and acquisitions. The Managing Director in this role will be the primary client contact for technical tax work. Tax technical work may involve structuring and restructuring, consolidated return subsidiary share basis and earnings and profits analyses, Section 1202, and transaction cost analyses, with the primary focus of the role will be on Section 382 consultative projects, with the foregoing workstreams occurring in the context of Section 382 projects. In addition to serving in a lead client-facing role, it is expected the Managing Director will interface with professionals in the firm to help drive technological innovation with respect to Section 382 analyses. The responsibilities of this role will include working with BDO counterparts in India to increase capacity for Section 382 consulting, training the TAS team and overall tax practice as to Section 382 tax technical topics, and improving BDO's deliverables, tools, and templates related to Section 382. This position will review work prepared by Associate, Senior Associate, Manager, Senior Manager, and Director professionals in the Transaction Advisory Services Group, and work with Principals on client optimization strategies. In addition, the Managing Director will be involved in the marketing, networking, and business development within an area of expertise and specialization and may be asked to provide written tax advice to clients.
Job Duties:
Tax Specialization
Understands the technical and practical issues and opportunities regarding the taxation of corporate mergers, acquisitions, and restructurings involving corporate entities, including (but not limited to):
Form and ramifications of various taxable asset and stock transactions
Purchase price allocation rules
Section 338(h)(10), Section 338(g), and Section 336(e) elections
Application of Section 1202 to stock dispositions
Net operating loss and credit limitation rules (e.g., SRLY, Sections 382, 383, and 384);
Consolidated return regulations related to basis and E&P adjustments;
Tax considerations for subsidiaries joining or leaving a consolidated group, such as the circular basis adjustment rules, the unified loss rule, NOL allocation rules, excess loss accounts, deferred intercompany transactions, triggering events, excess loss accounts, etc.
Nonrecognition transactions and general requirements
Transaction costs and rules related to deductibility and capitalization
Serves as a primary technical resource for the technical practice areas described above for the Firm and its clients, including with respect to the broader tax practice
Tax Consulting
Reviews calculations of anticipated tax ramifications of an asset deal relative to a stock deal
Reads and comments on stock purchase agreements and asset purchase agreements
Reviews and analyzes purchase price allocations
Conducts and reviews transaction costs analyses
Provides tax consulting services to the broader tax practice on tax issues and opportunities with respect to corporate mergers, acquisitions, restructurings, and tax attributes
Leads Section 382 studies and works with the Special Projects Group Leader to drive BDO's overall strategy with respect to Section 382
Reviews step plans for legal entity rationalization/restructuring transactions, including pre-transaction restructurings, post-deal integration entity alignments, and other reorganizations
Reviews opinions, memoranda, and conducts tax technical research and analysis
Reviews stock basis and E&P analyses for consolidated groups
Reviews inside and outside basis analyses for C corporations
Frames projects and issues for effective delegation to directors, senior managers, managers, senior associates and associates
Reviews structure decks for taxable and nonrecognition transactions between unrelated third parties
Research
Identifies when research is needed, clearly and concisely frames issues to be researched, and clearly and concisely reports the analysis
Applies most Firm and professional standards for preparation of WTA and tax returns
Involves additional firm specialists, as appropriate
Strategy Development
Introduces and develops new or improved ideas for clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits
Reviews studies of tax implications and offers clients alternative courses of action
Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods
Other duties as required
Supervisory Responsibilities:
Supervises associates, senior associates, managers, senior managers, and/or directors on all projects
Reviews work prepared by associates, senior associates, managers, senior managers, and directors and provides review comments
Trains associates, senior associates, managers, senior managers, and directors on how to use all current software tools and to improve tax technical skills
Acts as a Career Advisor to associates, senior associates, managers, senior managers, and directors
Schedules and manages workload of associates, senior associates, managers, senior managers, and directors
Provides verbal and written performance feedback to associates, senior associates, managers, senior managers, and directors
Qualifications, Knowledge, Skills, and Abilities:
Education:
Bachelor's degree, required; major in Accounting, Finance, Economics, or Statistics, preferred
Juris Doctor (JD) or Master of Laws (LLM) with a focus on Tax, preferred
Master's degree in Accounting or Tax, preferred
Experience:
Ten (10) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or legal experience in three or more of the areas listed below, required:
Knowledge of Section 382, and experience in preparing, reviewing, and auditing Section 382 studies
Knowledge of the consolidated return regulations, specifically experience in preparing, reviewing, and auditing consolidated subsidiary share basis and earnings and profits analyses
Knowledge of Section 1202 and experience preparing and reviewing Section 1202 analyses
Experience in preparing, reviewing, and auditing deliverables related to transaction structuring, legal entity rationalization, and post-transaction structural integration
Experience in preparing, reviewing, and auditing transaction cost analyses
Experience in drafting technical tax memorandums and opinions to support client positions
License/Certifications:
CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), Internal Revenue Service Enrolled Agent (“EA”), or the equivalent of one of these designations, required
Possession of other professional degrees or certifications applicable to the role, preferred
Software:
Proficient with the Microsoft Office Suite, preferred
Experience with tax research databases, including Checkpoint, Bloomberg, and CCH Intelliconnect, preferred
Language:
N/A
Other Knowledge, Skills, & Abilities:
Superior verbal and written communication skills
Ability to effectively delegate work as needed
Strong analytical, research and critical thinking skills as well as decision-making skills
Ability to work well in a team environment
Ability to develop team of tax professionals
Ability to compose written tax advice
Ability to effectively develop and maintain client relationships
Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to client
Demonstrates a high level of integrity
Ability to adapt quickly in uncertain or unstructured situations
Excellent communication skills, with the ability to give and receive criticism and feedback constructively
Ability to simplify complex issues for client and non-tax professional understanding
Ability to utilize and improve digital tools to reduce hours and optimize engagement efficiency
Intellectually curious, motivated to deliver work of the highest quality, and driven to expand knowledge of tax technical matters, BDO's business, its clients, and the team
Ability to lead by example, demonstrating to less experienced professionals the importance of continual personal and professional growth
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
Washington DC Range: $250,000 to $350,000
$89k-116k yearly est. Auto-Apply 60d+ ago
Specialty Tax Services Intern, Business Incentives Group - Summer 2027 (Dallas)
BDO USA 4.8
BDO USA job in Dallas, TX
BDO's Specialized Tax Services (“STS”) Business Incentives Group (“BIG”) has gone through tremendous growth and continues to expand rapidly. The STS BIG Internship presents a unique opportunity to gain hands on experience in one of BDO's premiere national consulting practices.
A Tax Intern, Business Incentives Group, helps achieve BDO's core purpose-helping people thrive every day-by helping companies and individuals identify and claim government incentives designed to promote innovation, economic growth, and job creation in the U.S. like the Research & Development (R&D) Tax Credit.
Our clients are leaders in innovation in virtually every industry, from technology, manufacturing, life sciences, and healthcare to retail, consumer products, and natural resources. An STS BIG Intern will have the opportunity and charge to innovate and collaborate with BDO professionals in all of our business lines as well as with our clients' innovation leaders, in tax, accounting, finance, and also in their engineering, software, manufacturing, scientific, medical, and other R&D-related departments.
STS BIG's short-term mission is to help our clients as efficiently and effectively as possible to identify, document, and support on examination by tax authorities the various incentives to which they are legally entitled. Our longer-term goal is to develop an understanding of them as people and of all aspects of their business so that we are well positioned as their trusted advisors, as professionals who understand both their business operations and business drivers as well as how BDO can help them realize their goals.
In pursuing this mission, we are also seeking to help our STS BIG Interns gain first-hand experience in becoming trusted advisors, ensuring they have a clear sense of the importance and responsibilities of such a role, as well as the training and opportunities to fill it.
Toward that end, STS BIG Interns pursue opportunities which enable them to gain and improve their skills in every aspect of professional service, including technical, interpersonal, verbal, and written communication, project management, practice management, and business development.
Job Duties:
Assists in the execution of multiple client engagements
Collaborates with other STS BIG professionals in all aspects of our business, e.g., innovating, developing and implementing better strategies and processes for our services, marketing, etc.
Establishes effective working relationships directly with STS BIG professionals and other BDO employees
Contributes to the development of your own technical acumen and STS BIG's market prominence
Assists in business development research and identification of opportunities for new and existing clients
Contributes to, supports, and enhances the culture of STS BIG, our local offices, and BDO as a globally leading professional services firm
Other duties as required
Supervisory Responsibilities:
N/A
Qualifications, Knowledge, Skills and Abilities:
Education:
Currently enrolled in a Bachelor's or Master's program, required; with a focus in Accounting, Finance, Computer Science, Engineering, Data Analytics, Communications, or Law, preferred
Experience:
Leadership experience, preferred
License/Certifications:
N/A
Software:
Proficient in the use of Microsoft Office Suite, especially Excel and Word, preferred
Other Knowledge, Skills, & Abilities:
Excellent verbal and written communication skills
Strong analytical and basic research skills
Solid organizational skills, especially the ability to meet project deadlines with a focus on details
Ability to successfully multi-task while working independently or within a group environment
Ability to work in a deadline-driven environment and handle multiple projects simultaneously
Able to interact professionally with people at all organizational levels of the firm
Desire to understand why a task is being performed and to seek learning opportunities
Demonstrate interest in performing self-study to further develop technical competency and knowledge of issues impacting various incentives
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $40.00/hr - $45.00/hr
Colorado Range: $35.00/hr - $39.00/hr
Illinois Range: $36.00/hr - $40.00/hr
Maryland Range: $34.00/hr - $38.00/hr
Massachusetts Range: $36.00/hr - $40.00/hr
Minnesota Range: $32.00/hr - $36.00/hr
New Jersey Range: $38.00/hr - $42.00/hr
NYC/Long Island/Westchester Range: $36.00/hr - $40.00/hr
Ohio Range: $33.00/hr - $37.00/hr
Washington Range: $37.00/hr - $38.00/hr
Washington DC Range: $34.00/hr - $38.00/hr
$28k-33k yearly est. Auto-Apply 14d ago
Utility Network GIS Consultant, Senior Associate
PwC 4.8
Dallas, TX job
Industry/Sector Not Applicable Specialism Functional & Industry Technologies Management Level Senior Associate At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives.
In Esri consulting at PwC, you will focus on utilising Esri's software suite, such as ArcGIS, to analyse, manage, and visualise geographic data. Your work will involve working in fields such as urban planning, environmental management, natural resource exploration, transportation, and other related fields.
Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
* Respond effectively to the diverse perspectives, needs, and feelings of others.
* Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
* Use critical thinking to break down complex concepts.
* Understand the broader objectives of your project or role and how your work fits into the overall strategy.
* Develop a deeper understanding of the business context and how it is changing.
* Use reflection to develop self awareness, enhance strengths and address development areas.
* Interpret data to inform insights and recommendations.
* Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Functional and Industry Technologies team you lead efforts in consulting, designing, and implementing GIS applications-based solutions. As a Senior Associate you analyze complex problems, mentor others, and maintain rigorous standards. You concentrate on building client relationships, developing a deeper understanding of the business context, and navigating increasingly complex situations to deliver quality work.
Responsibilities
* Lead consulting, design, and implementation of GIS applications-based solutions
* Analyze intricate issues and develop practical solutions
* Mentor and guide junior team members
* Build and maintain client relationships
* Develop a thorough understanding of business contexts
* Navigate and manage complex situations to deliver quality work
* Uphold rigorous standards in deliverables
* Utilize firm methodologies and technology resources effectively
What You Must Have
* Bachelor's Degree
* 5 years of experience
What Sets You Apart
* Understanding business processes and leveraging GIS application modules
* Knowledge of issues in the Power and Utilities Sector
* Managing engagements and maintaining project economics
* Supervising teams and providing feedback
* Designing and supporting business processes in a GIS environment
* Understanding GIS Business Solution for utilities
* Applying data conversion and GIS configuration
* Building trusted client relationships
* Providing guidance to less-experienced staff
* Professional Engineer (PE), Project Management Professional (PMP), or American Production and Inventory Control Society (APICS)
Travel Requirements
Up to 60%
Job Posting End Date
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
We are looking for a HighRadius Consulting Supervisor for our rapidly growing national HighRadius practice. This dynamic team is a part of our overall Finance Transformation solution focused on "modernizing the office of the CFO." This is an ideal opportunity for someone who is looking for an entrepreneurial opportunity within the security of a well-established firm. This position will be directly involved with relationship management and onsite client projects.
As our HighRadius Consultant, you will be able to draw from your experience and knowledge to help clients improve their business by providing services such as HighRadius Implementations, Process Improvement, Financial Transformation, Procedure Design and Optimization, etc. This practice line is exciting, growing and offers tremendous career opportunity.
Key Responsibilities:
* Consulting with accounting, financial, operational and other management personnel to improve
their businesses
* Lead HighRadius implementation projects, design, assess, troubleshoot/test during the implementation cycle
* Train and advise clients in the leading use of HighRadius products to fit their specific needs
* Train and mentor staff/project team
* All engagements require process analysis/optimization, documentation, project management skills and the ability to work in collaborative teams
* Participate in business development activities to attract and retain new and existing clients
* Coordinate and manage delivery across globally distributed teams to ensure seamless collaboration and execution.
Required Qualifications:
* Bachelor's Degree in Accounting or related field
* Minimum 5 years of overall, relevant work experience in accounting (Order to Cash / Accounts Receivable expertise), operations and/or performance improvement consulting
* Minimum 3 years of experience successfully implementing HighRadius' Order to Cash solutions
* Travel expectations 20% or greater
Preferred Qualifications:
* Consulting or Professional Services firm experience is preferred with previous pre-sales/sales
experience
* Experience implementing other finance and accounting technologies (BlackLine AR, Billtrust, etc)
* Experience leading outsourced teams
* Understanding and demonstrated experience with working with multiple clients
* Corporate or industry accounts receivable accounting experience is preferred
* Previous experience with operational process reviews and basic internal control requirements
* Ability to anticipate and address client concerns and issues
* Strong accounting skills and knowledge
* Ability to break complex issues into project steps and problem solve
* Ability to facilitate clients, and project teams, at all levels of the organization
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $95,400 - $192,000
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
The Tax Intern, International Tax Services will utilize their educational background and organizational skills while taking direction from more experienced team members to become familiar with assisting in consulting with clients on cross-border tax matters. Responsibilities will include performing tax research and analysis of various international tax issues to assist in providing international tax advice and working with software applications to assist clients with tax reporting obligations for international operations.
Job Duties:
* Tax Consulting
* Assists with developing, recommending, and implementing critical thinking to provide clients with tax advice on international tax issues
* Gains exposure to the development of work plans for all assigned clients
* Learns about international tax law relevant to particular clients and how that law can be appropriately applied to client facts
* Monitors tax law and client factual developments on a daily basis
* Coordinates with BDO non-US colleagues in approximately 160 countries on how US tax rules align with foreign tax law to impact client transactions
* Tax Specialization
* Begins to develop an understanding of the technical and practical issues and opportunities regarding International taxation and explores specializing in one or more international tax areas
* Research
* Identifies when research is necessary and frames issue to be researched; identifies sources of all reliable and relevant information including information tending to contradict preferred positions; accesses those sources and retrieves that information; analyzes facts and authorities; understands their weight; and reports on analysis
* Assists in preparing Written Tax Advice (WTA) on international tax and cross-border transactions
* Tax Compliance
* Assists in obtaining required client information to utilize in the preparation of international tax compliance forms and US international informational reporting
* Begins to develop a basic level of understanding of tax compliance as evidenced by:
* Ability to use Firm tax compliance software to maximize efficiency in tax preparation process
* Understanding international tax compliance topics such as Subpart F income, Earnings and Profits adjustments and foreign tax credits and analyzing cross-border transactions for tax return impacts, including Section 351 and Section 304 transactions, liquidations under Sections 331 and 332, and reorganizations under Section 368
* Tax Technology
* Utilizes tax research databases such as RIA, BNA, Lexis Nexis
* Utilizes Go Systems, and other tax-related software with some supervision
* ASC 740-10 Begins to develop a basic understanding of ASC 740-10 as it applies to international tax issues.
* Understands and applies Firm policies, standards, and the BDO Tax Quality Manual
* Other duties as required
Supervisory Responsibilities:
* N/A
Qualifications, Knowledge, Skills and Abilities:
Education:
* Bachelor's degree, preferred
* Enrolled in a Bachelors or Master's program in Accounting, Taxation or Master of Laws (LLM ) degree program other relevant field, required
Experience:
* Leadership experience, preferred
License/Certifications:
* J.D. or pursuing credits towards a CPA, preferred
Software:
* Proficient in the use of Microsoft Office Suite, specifically Word, Excel and PowerPoint, preferred
* Experience utilizing RIA, BNA, Lexis Nexis and/or Westlaw, preferred
Language:
* N/A
Other Knowledge, Skills & Abilities:
* Strong written and verbal communication skills
* Ability to follow instructions as directed
* Ability to work effectively in a team setting
* Positive attitude and willingness to learn
* Seeks advice of appropriate superiors regarding issues related to compliance
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $40.00/hr - $45.00/hr
Colorado Range: $35.00/hr - $39.00/hr
Illinois Range: $36.00/hr - $40.00/hr
Maryland Range: $34.00/hr - $38.00/hr
Massachusetts Range: $36.00/hr - $40.00/hr
Minnesota Range: $32.00/hr - $36.00/hr
New Jersey Range: $38.00/hr - $42.00/hr
NYC/Long Island/Westchester Range: $36.00/hr - $40.00/hr
Ohio Range: $33.00/hr - $37.00/hr
Washington Range: $37.00/hr - $38.00/hr
Washington DC Range: $34.00/hr - $38.00/hr
$32-45 hourly 14d ago
Salesforce CPQ/Revenue Cloud Director
PwC 4.8
Dallas, TX job
**Specialty/Competency:** Salesforce **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 80% At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives.
As a Salesforce consulting generalist at PwC, you will possess a broad range of consulting skills and experience across various Salesforce applications. You will provide consulting services to clients, analysing their needs, implementing software solutions, and offering training and support for effective utilisation of Salesforce applications. Your versatile knowledge will allow you to assist clients in optimising operational efficiency and achieving their strategic objectives.
Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Lead in line with our values and brand.
+ Develop new ideas, solutions, and structures; drive thought leadership.
+ Solve problems by exploring multiple angles and using creativity, encouraging others to do the same.
+ Balance long-term, short-term, detail-oriented, and big picture thinking.
+ Make strategic choices and drive change by addressing system-level enablers.
+ Promote technological advances, creating an environment where people and technology thrive together.
+ Identify gaps in the market and convert opportunities to success for the Firm.
+ Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Salesforce Quote to Cash Consulting team you will lead the design of Salesforce technology-enabled solutions that address the needs of large organizations. As a Director you will execute complex programs, support business development efforts, and drive differentiation in PwC's offerings. This role is pivotal in driving growth, shaping client engagements, and mentoring future leaders, all while fostering an environment where people and technology thrive together.
Responsibilities
- Oversee the execution of intricate programs and initiatives
- Foster collaboration between technology and personnel to enhance productivity
- Identify market opportunities to differentiate PwC's service offerings
- Maintain adherence to professional standards and guidelines
- Promote a culture of innovation and continuous improvement
What You Must Have
- Bachelor's Degree
- 9 years of experience
What Sets You Apart
- Master's Degree in Computer Science, Computer and Information Science, Management Information Systems preferred
- One or more Salesforce.com certifications preferred
- Bringing functional domain knowledge of Quote-to-Cash and advising clients on trends
- Crafting and presenting compelling client presentations and briefings with clarity
- Leveraging storytelling to connect technology with business
- Developing data-driven business cases for clients that articulate the ROI for investment for complex CPQ / Billing programs
- Mentoring and developing future leaders
- Promoting a culture of innovation and excellence
- Possessing prior experience in the consulting industry
- Experience with Agile methodologies
- Understanding of monetization models: transactional, recurring, consumption-based, subscription, and project-based
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $155,000 - $410,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
\#LI-Hybrid
$95k-135k yearly est. 60d+ ago
Pharma Technology Consultant Senior Associate
PwC 4.8
Fort Worth, TX job
**Specialty/Competency:** Product Innovation **Industry/Sector:** Pharma and Life Sciences **Time Type:** Full time **Travel Requirements:** Up to 80% At PwC, our people in software and product innovation focus on developing cutting-edge software solutions and driving product innovation to meet the evolving needs of clients. These individuals combine technical experience with creative thinking to deliver innovative software products and solutions.
In technology delivery at PwC, you will focus on implementing and delivering innovative technology solutions to clients, enabling seamless integration and efficient project execution. You will manage the end-to-end delivery process and collaborate with cross-functional teams to drive successful technology implementations.
Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Respond effectively to the diverse perspectives, needs, and feelings of others.
+ Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
+ Use critical thinking to break down complex concepts.
+ Understand the broader objectives of your project or role and how your work fits into the overall strategy.
+ Develop a deeper understanding of the business context and how it is changing.
+ Use reflection to develop self awareness, enhance strengths and address development areas.
+ Interpret data to inform insights and recommendations.
+ Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Software and Product Innovation team you are responsible for managing the identification and addressing of client needs, including building GenAI and AI solutions, documenting business processes, and designing AI/GenAI architectures. As a Senior Associate you are tasked with analyzing complex problems, mentoring others, and maintaining elevated standards. You are expected to focus on building client relationships, developing a deeper understanding of the business context, and navigating increasingly complex situations to enhance your personal brand and technical knowledge.
Responsibilities
- Document and refine business processes to enhance productivity
- Mentor and guide team members to foster growth
- Build and nurture enduring client relationships
- Analyze intricate problems to develop innovative solutions
- Maintain exemplary standards of quality and professionalism
What You Must Have
- Bachelor's Degree
- 3 years of experience
What Sets You Apart
- Master's Degree in Biomedical Engineering, Chemical Engineering, Biology, Business Administration/Management, or Business Analytics, or Statistics preferred
- Building GenAI and AI solutions
- Designing AI/GenAI architectures for clients
- Managing AI/GenAI application development teams
- Utilizing Python and common LLM development frameworks
- Experience in Machine Learning and Advanced Learning
- Understanding Azure, AWS, and Google Cloud platforms
- Experience with Git Version Control and CI/CD
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
\#LI-Hybrid
$60k-72k yearly est. 47d ago
EY-Parthenon - AI Business Solutions - AI Labs - Product Manager - Director
EY 4.7
Dallas, TX job
Location: Atlanta, Boston, Chicago, Dallas, Denver, Detroit, Houston, Los Angeles, McLean, New York, Hoboken, Philadelphia, San Francisco, Seattle At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
**EY-Parthenon - AI Labs Product Management - Director**
**The opp** **ortunity**
EY-Parthenon's unique combination of transformative strategy, transactions and corporate finance delivers real-world value - solutions that work in practice, not just on paper. Benefiting from EY's full spectrum of services, we've reimagined strategic consulting to work in a world of increasing complexity.
With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way - enabling you to shape your future with confidence.
Within the EY-Parthenon service line, the AI Labs Product Manager will collaborate with Business Leaders, AI/ML Engineers, Data Scientists, Project Managers, and other team members to design, build, and scale innovative AI solutions that power strategic growth initiatives.
**Your key responsibilities**
The AI Labs Product Manager will play a critical role leading the development of data-driven, AI-powered agent applications that surface strategic insights across EY Parthenon's sub-sector lines. You'll work with engineering leads to build multi-source insight workflows and with business stakeholders to translate business needs into functional product specs, agent behavior, and user experiences.
**Skills and attributes for success**
· Drive end-to-end development of agentic products that combine internal, public, and licensed third-party data.
· Translate ambiguous business goals into clearly defined agent roles, workflows, data requirements, and interface specs.
· Own product roadmap and use case prioritization based on technical feasibility, customer impact, and data availability.
· Collaborate with Engineers to validate model fit, feature strategy, and insight generation logic.
· Define POC and MVP requirements and success metrics for each agent product or data application.
· Prioritize features based on client value, business impact, and technical feasibility.
· Work closely with engineering, design, and architecture to ensure timely and high-quality delivery.
· Partner with cross-functional teams on go-to-market plans and adoption strategies.
· Communicate progress, risks, and decisions with clarity across levels.
**To qualify for the role, you must have**
· A bachelor's degree in Business, Statistics, Economics, Mathematics, Engineering, Computer Science, Analytics, or other related field and 5 years of related work experience; or a graduate degree and approximately 3 years of related work experience.
· 5-8+ years of product management work experience with a proven track record of successfully launching and managing products throughout their lifecycle.
· Product management experience, ideally in data-intensive or AI/ML-driven platforms.
· Strong experience and understanding of data product lifecycle - ingestion, cleaning, merging, modeling, serving.
· Proven experience leading products that sit at the intersection of business insight, data science, and engineering.
· Strong understanding of real-world structured data merging, schema linking, and model evaluation at scale.
· Familiarity with the concepts behind agentic AI workflows, RAG, or data fusion for insight delivery.
· Excellent written and verbal communication skills, with experience presenting to stakeholders at all levels, including executive leadership.
· Familiarity with agile methodologies and product management tools.
· Ability to effectively communicate with cross-functional teams and drive alignment on product priorities.
· Passion for innovation and a deep understanding of market trends in AI and technology.
**Ideally, you will have**
· Experience deploying AI/ML products or features into a production.
· Experience working in a startup and/or management/strategy consulting.
· Knowledge of how to leverage AI tools in a business setting, including Microsoft Copilot.
· Collaborative, problem-solving, and growth-oriented mindset.
**What we look for**
We're interested in talented professionals with the ability to visualize our clients' goals and think creatively to facilitate them. If you have an entrepreneurial spirit, and a genuine passion for taking on new challenges, this role is for you.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $205,000 to $235,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .