BDO USA jobs in Grand Rapids, MI - 320 jobs

Assurance Manager
BDO Global 4.8
BDO Global job in Grand Rapids, MI
The Assurance Manager is responsible for supervising, directing, and reviewing the results through the delegation of tasks throughout the planning, field work and "wrap-up" stages of an Audit client engagement. In this role, the Assurance Manager is charged with marketing, networking, and business development within an area of expertise, as well as the responsibility of ensuring engagement profitability involving billings and collections. Traditionally responsibilities of the Assurance Manager will include advising the client on various economic and regulatory risks within their industry, resolving complex accounting issues, apply GAAP and GAAS consistently within complex situations, writing technical consultation memos on GAAP / GAAS issues, and documenting, validating, testing, and assessing various financial reporting control systems. 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 * Applies a broad understanding of objectives and components of the overall control environment and organization, and supervisory controls * Validates and assesses effectiveness of internal control over financial reporting * Identifies and communicates to management and audit committee suggestions to improve client internal controls and accounting procedures * Identify and delegates functions of the audit to the auditor in charge as deemed appropriate * Supervise the work of audit team and review workpapers and conclusions preferably onsite during audit field work * Provide on-the-job-training to the engagement staff during audit field work 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 * Identifies and consults with clients on the impact of new accounting pronouncements * Monitors and communicates important professional, industry pronouncements * Presents and discusses alternative generally accepted accounting principles and arguments for/against such alternatives * Drafts complex financial statements and related footnote disclosures and effectively communicates these to client * Identifies complex accounting issues and forms and documents resolution, seeking counsel of BDO technical experts as needed SEC and PCAOB: * Applies knowledge and understanding of SEC regulations and PCAOB guidelines, and documents and communicates the application of these principles * Reviews SEC filings, including MD&A, financial statements, and disclosures for appropriateness in form, content, completeness, and accuracy, and ensures that quarterly reviews are properly performed * Reviews required communications to the client and Audit Committee, ensuring their completeness, accuracy, and compliance with Firm and professional guidelines * Reviews Section 404 internal control audit work all necessary checklists to ensure their completeness and compliance with Firm and professional guidelines * Ensures compliance with engagement independence requirements and consults internally as needed 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 * Applies a thorough knowledge of professional standards/practices, including GAAS and PCAOB in performing and supervising work * Provides guidance to others and affirms conclusions made by others * Communicates matters required to be reported to the Audit Committee/Board and those charged with governance * Applies the use of efficiency tools such as statistical sampling, CAATS, etc. Methodology: * Applies knowledge and application of BDO standards that guide effective and efficient delivery of quality services and products * Conducts detailed review to assure audit is completed in accordance with assurance manual standards * Prepares or reviews required communications to management and audit committees, ensuring timeliness and completeness * Recommends appropriate outcomes to critical issues * Initiates and prepares client acceptance/retention procedures where appropriate * Plans the audit process and oversees the execution of procedures with quality, efficiency, and completeness despite pressures of deadlines. * Executes proper BDO methodology including but not limited to proper archiving procedures * Considers Sarbanes-Oxley rules in understanding and executing service plans for combined 404 and financial statement audits for public clients Research: * Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on that information * Defines methodology to conduct research projects and completes in a timely manner * Applies comprehensive knowledge of all appropriate research tools and draws conclusions based upon appropriate research * Prepares memo supporting research/conclusions and consults with others if appropriate * Presents issues to RTD or concurring reviewer effectively and accurately * Other duties as required Supervisory Responsibilities: * Responsible for supervision of Associates and Senior Associates on all projects * Review work prepared by Associates and Senior Associates and provide review comments * Act as a Career Advisor to Associates and Senior Associates * Schedule and manage workload of Associates and Senior Associates * Provide verbal and written performance feedback to Associates and Senior Associates * Teach/coach Seniors and Associates to provide on the job learning Qualifications, Knowledge, Skills and Abilities: Education: * Bachelor's degree, required; major in Accounting, Finance, Economics or Statistics, preferred * Master's degree in Accountancy, preferred Experience: * Five (5) or more years of prior relevant audit experience and/or public accounting, private industry accounting or consulting/professional services experience, required * Prior significant supervisory experience, required * Industry expertise in one or more assurance specialty, preferred License/Certifications: * Active licensed US CPA, recognized active International Equivalent or unique qualification as defined by BDO's Assurance Licensing Policy, required * If active international equivalent or unique qualifications, required to obtain an active US CPA license within approved timeframe as defined by firm licensing requirement guidelines Software: * Proficient with the Microsoft Office Suite, preferred * Experience with assurance applications and research tools, preferred Language: * N/A Other Knowledge, Skills & Abilities: * Sound GAAP and GAAS knowledge * Familiarity with SEC and PCAOB reporting rules * Possess proven solid verbal and written communication skills * Possess excellent people development and delegation skills, including training/instruction and engagement scheduling and budgeting * Possess executive presence - need to be able to be primary contact for the client, prepare and present presentations to clients and potential clients * Possess client development/relationship-building skills * Possess solid decision-making skills * Ability to resolve complex accounting issues * Ability to be responsible for business development and marketing * Ability to be responsible for engagement profitability including billings and collections 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: $120,000 - $140,000 Cleveland, Ohio Range: $95,000 - $125,000 Colorado Range: $95,000 - $120,000 Illinois Range: $100,000 - $125,000 Maryland Range: $105,000 - $125,000 Massachusetts Range: $105,000 - $115,000 Minnesota Range: $95,000 - $110,000 New Jersey Range: $104,000 - $112,000 NYC/Long Island/Westchester Range: $110,000 - $150,000 Washington Range: $95,000 - $115,000 Washington DC Range: $105,000 - $128,000
$120k-140k yearly 60d+ ago

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Tax Senior, Private Client Services
BDO USA 4.8
BDO USA job in Grand Rapids, MI
Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning. A Tax Senior, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Job Duties: Participates in tax and consulting engagements and enhances skills identifying and addressing client needs Works with clients and their advisors to gather information needed to prepare tax returns Prepares complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns, both Federal and State jurisdictions, while demonstrating the ability to follow instructions and actively seek feedback Reviews basic individual and trust tax returns and provides written and verbal feedback to staff and interns Analyzes tax notices received from government agencies and prepares initial drafts of response Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership Works in a fast-paced, deadline-driven environment both independently and within a team dynamic Prioritizes and completes tasks Collaborates and builds new relationships with other new professionals both inside and outside the firm Supervisory Responsibilities: May supervise and manage the day-to-day work assignments of PCS Associates Provides verbal and written performance feedback to PCS Associates, as necessary Acts as mentor to PCS Associates 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 or Taxation, preferred Experience: Two (2) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required Experience in private client service, preferred Prior basic supervisory experience, preferred License/Certifications: CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), preferred Possession of other professional degrees or certifications applicable to role, preferred Software: Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred Other Knowledge, Skills & Abilities: Initiative Works hard, putting in extra effort when necessary to complete their assignments within given deadlines; self-starting; doesn't need to be explicitly told to put in this effort; when set, meets weekly/engagement hours expectations Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps Communication Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative Internally, communicates the status of their work to their team; promptly responds to requests Leadership Leads by example, acting as a model for the firm's core values Takes on challenges; sees tasks through completion, even if there are obstacles Business Development Builds new relationships and maintains existing relationships with BDO professionals and external sources People Development Ability to interact effectively with people at all organizational levels of the firm Takes the time to teach others information/skills that are critical to their current and future work Trains associates and interns on how to use all current software tools and PCS methodology 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: $84,000 - $110,000 Colorado Range: $72,000 - $90,000 Illinois Range: $80,000 - $93,000 Maryland Range: $90,000 - $94,000 Massachusetts Range: $90,000 - $100,000 Minnesota Range: $75,000 - $84,000 New Jersey Range: $82,000 - $112,000 NYC/Long Island/Westchester Range: $100,000 - $118,000 Ohio Range: $81,000 - $95,000 Washington Range: $80,000 - $95,000 Washington DC Range: $93,000 - $98,000
$100k-118k yearly Auto-Apply 60d+ ago
Administrative Assistant (H)
UHY 4.7
Kalamazoo, MI job
JOB SUMMARYAs an Administrative Assistant II, you will provide essential administrative support to facilitate the smooth operation of the organization. You will perform a variety of tasks, including managing correspondence, scheduling appointments, organizing meetings, and handling administrative requests. Your strong organizational skills, attention to detail, and ability to multitask will contribute to the efficiency and effectiveness of the team and the overall success of the organization. Administrative Support: Manage and prioritize incoming communications, including emails, phone calls, and mail Draft and edit correspondence, memos, reports, and other documents Maintain accurate records and databases, ensuring data integrity and confidentiality Coordinate travel arrangements, including booking flights, accommodations, and transportation Assist with expense tracking and reimbursement processes Calendar Management and Scheduling: Maintain and update calendars, scheduling and coordinating appointments, meetings, and conferences Send meeting invitations, prepare meeting agendas, and ensure timely distribution of relevant material Coordinate and schedule conference calls, video conferences, and other virtual meetings Meeting and Event Coordination: Arrange logistics for meetings, conferences, and events, including venue selection, catering, and audiovisual setup Prepare and distribute meeting minutes and follow-up action items Track and manage RSVPs, ensuring appropriate attendance and participation Office Support: Serve as a point of contact for internal staff and external stakeholders, providing exceptional customer service Coordinate office supplies and equipment, ensuring availability and functionality Support special projects and initiatives as assigned Occasional reception area coverage Production Responsibilities Assembling tax returns Formatting financial statements and proposals Supervisory responsibilities None Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 25 pounds at a time Travel required No Required education and experience High School Diploma (or GED or High School Equivalence Certificate) 1 - 2 years of relevant experience Proficient in using office software and tools, including MS Office Suite (Word, Excel, Outlook, PowerPoint) Preferred education and experience Software: Engagement, CCH Prosystem FH, Axcess Tax, Axcess Document, Axcess Workstream, Maconomy, Safesend Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
$33k-40k yearly est. Auto-Apply 49d ago
Tax Senior, Core Tax Services
BDO USA 4.8
BDO USA job in Grand Rapids, MI
The Tax Senior, Core Tax Services is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual workpapers, and working with tax software applications to complete tax returns for review. In this role, the Tax Senior, Core Tax Services may be charged with supervising and reviewing the work of Core Tax Services Associates. Job Duties: Tax Compliance Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”). Manages projects by planning the tax process and the procedures to be performed with quality; Answers preparer questions, and coordinates engagement from onset by communicating expectations and procedures with preparers; Conducts detailed reviews on all returns and appropriate review notes for preparers; raises potential tax issues; Meets internal deadlines to match the client expectations for timely delivery of service; Identifies book-to-tax differences. 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. ASC 740 (FAS 109 and FIN 48) Tax Accruals Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48. Prepares provision workpapers and discusses with the appropriate team members; Identify and discuss uncertain positions with team members; Review & prepare footnote disclosures in compliance with 740-10-55. Tax Consulting Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes. Identifies consulting opportunities to reduce client's tax liability; Provides efficient and effective support for client consulting projects; Gathers relevant information for controversy work, efficiently and effectively; Documents all significant tax positions, clearly, correctly, and in accordance with Firm and office policies (by creating memorandums to the files - Tax issues Memos) and ensures that proper documentation is archived to GoFileRoom. Strategy Development Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits. May be required to prepare studies of tax implications and offers clients alternative courses of action. Other duties as required Supervisory Responsibilities: May supervise and manage the day-to-day work assignments of Core Tax Services Associates Provides verbal and written performance feedback to Core Tax Associates, as necessary Acts as mentor to Core Tax Services Associates Qualifications, Knowledge, Skills and Abilities: Education: Bachelors degree in Accounting, Finance, Economics or Statistics required OR Bachelor's degree in other focus area and CPA certification required Masters in Accountancy or Taxation preferred Experience: Two (2) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience preferred Industry expertise in one or more tax specialty preferred Prior basic supervisory experience preferred License/Certifications: CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations) preferred Possession of other professional degrees or certifications applicable to role preferred Software: Proficient with the Microsoft Office Suite preferred Experience with tax research databases and tax compliance process software preferred Language: N/A Other Knowledge, Skills & Abilities: Solid verbal and written communication skills Able to follow instructions as directed by members of Tax Team Able to prepare simple tax returns Takes appropriate actions without being asked Seeks advice of appropriate superiors regarding issues, problems related to compliance Ability to effectively delegate work as needed Trains other team members Strong analytical, research and critical thinking skills Able to work well in a team environment 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: $84,000 - $110,000 Colorado Range: $80,000 - $85,000 Illinois Range: $80,000 - $93,000 Maryland Range: $90,000 - $94,000 Minnesota Range: $75,000 - $84,000 Massachusetts Range: $85,000 - $95,000 New Jersey Range: $82,000 - $112,000 NYC/Long Island/Westchester Range: $100,000 - $118,000 Washington Range: $81,900 - $91,400 Washington DC Range: $93,000 - $98,000
$100k-118k yearly Auto-Apply 60d+ ago
Audit Senior
UHY 4.7
Kalamazoo, MI job
JOB SUMMARYAs an Audit Senior Accountant, you will be responsible for performing and leading the necessary procedures involved in planning and executing attestation engagements for clients in accordance with the applicable accounting standards. The Audit Senior Accountant leads client engagements, maintains client relationships, and acts as a liaison between overseeing the work of internal staff and working closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients. Audit Execution Perform complex audit procedures, including substantive testing, control testing, and analytical review, to evaluate the accuracy and completeness of financial statements Review workpapers, documentation, and audit evidence prepared by audit staff for accuracy and adherence to standards Collaborate with partners, managers, and clients to develop comprehensive audit plans tailored to client needs and risks Identify key areas for audit focus, potential risks, and necessary resources Financial Statement Analysis Analyze financial statements, disclosures, and supporting documentation to identify potential issues or discrepancies Assess the application of accounting principles and standards, and provide recommendations for improvements Internal Controls Assessment Evaluate internal control systems and processes to identify weaknesses or deficiencies that could impact the accuracy of financial reporting Provide valuable insights and recommendations to clients for improving financial processes and controls Client Communication Serve as a main point of contact for clients, maintaining open and professional communication to address questions, concerns, and updates Builds client relationships and maintains smooth working relationship Team Supervision Supervise and mentor audit staff members, providing timely feedback, guidance, and training to support their professional development Foster a collaborative and productive team environment Engagement Leadership Lead and manage audit engagements from planning through completion, ensuring adherence to timelines, budgets, and professional standards Delegate tasks to audit staff members and provide guidance throughout the engagement Technical Research Stay current with evolving accounting standards, regulations, and industry trends, and apply this knowledge to engagements Research, resolve, and document complex accounting and auditing issues as they arise Reporting and Documentation Ensure the accuracy and completeness of audit documentation, findings, and conclusions in accordance with firm and regulatory standards Review and finalize audit reports for distribution to clients Continuous Improvement Engage in continuous learning and development to enhance your technical skills and knowledge Participate in post-engagement reviews to assess the effectiveness of audit processes and identify areas for improvement Contribute ideas to enhance the firm's methodologies and procedures Supervisory responsibilities May supervise subordinate team members Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift to 15 pounds at a time Travel required Travel may be frequent and unpredictable, depending on client's needs Required education and experience Bachelor's degree in accounting, finance, or a related field 3 - 6 years of relevant audit experience within a CPA firm Preferred education and experience Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting Actively working towards achieving CPA licensure or relevant certification, if not already attained Responsible for completing the minimum CPE credit requirement Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
$55k-67k yearly est. Auto-Apply 60d+ ago
FP&A Assistant Segment Leader
BDO USA 4.8
BDO USA job in Grand Rapids, MI
The FP&A Assistant Segment Leader manages financial planning and analysis activities for a designated business segment, supporting segment leadership in achieving financial objectives. This position delivers accurate budgeting, forecasting, and financial reporting, and provides actionable insights to drive segment performance. The FP&A Assistant Segment Leader leads special projects and process improvement initiatives, collaborates with business management to analyze financial results, and supports the implementation of technology tools. This role contributes to the development of team members and promotes a culture of continuous improvement and excellence in financial planning and analysis. This role is critical in assisting the FP&A Segment Leader service the business and drive the team forward. Job Duties: Researches, analyzes and interprets financial results Supports leaders in their functional area by providing meaningful insights into drivers of the financial performance Works closely with business management with an eye towards improving long-term financial results Identifies and implements business process improvement ideas Develops and document functional understanding of technology tools Prepares segment-level budgets, forecasts and long-term financial plans Leads special projects and financial improvement initiatives Other duties as required Supervisory Responsibilities: Coaches managers/staff within FP&A Assists the Segment Leader with growing the team technically and professionally Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree required; focus in Finance, preferred Experience: Seven (7) or more years of finance experience, required Five (5) or more years of team management experience, preferred Prior experience working within a professional services firm such as, accounting, financial services, business advisory, and/or banking industries, preferred License/Certifications: CPA, preferred Software: Highly proficient in the use of Microsoft Office Suite, specifically Excel, required OneStream, Hyperion or similar Business Intelligence systems experience, preferred Experience with PeopleSoft Financials or similar ERP systems, preferred Other Knowledge, Skills & Abilities: Strong analytical abilities, including ability to understand and interpret financial results and provide sound business guidance Displays superior verbal and written communication skills Demonstrates ability to successfully collaborate with other departments Effectively interacts with internal customers at all levels Advanced financial modeling skills Ability to coach and develop managers and staff on the team Ability to work in a deadline-drive environment Ability to successfully multi-task and cope with ambiguity Strong attention to detail 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. National Range: $120,000 - $155,000 Maryland Range: $120,000 - $155,000 NYC/Long Island/Westchester Range: $120,000 - $155,000
$45k-71k yearly est. Auto-Apply 33d ago
Tax Senior Manager, Private Client Services
BDO Global 4.8
BDO Global job in Grand Rapids, MI
Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning. A Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Job Duties: * Manages tax and consulting engagements and demonstrates skills identifying and addressing client needs, tax planning, and consulting opportunities * Provides Executive presence and acts as the primary client contact for preparation and presentation of issues and resolution to clients * Reviews complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to preparers * Directs communication with government agencies for matters of the highest complexity * Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership, clients, and advisors * Expands their understanding of tax concepts and knowledge through client engagements and current tax developments * Prioritizes and reviews work to keep engagements on track * Utilizes strong analytical, research and critical thinking skills as well as decision-making skills to assist with client needs regarding individual and business decisions * Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training * Builds new relationships and maintains existing relationships with BDO professionals and external sources * Other duties as assigned Supervisory Responsibilities: * Supervises associates and senior associates on all projects * Reviews work prepared by associates and senior associates and provide review comments * Trains Associates and Seniors how to use all current software tools * Acts as a Career Advisor to associates and senior associates * Schedules and manages workload of associates and senior associates * Provides verbal and written performance feedback to associates and senior associates Qualifications, Knowledge, Skills and Abilities: Education: * Bachelors degree required; major in Accounting, Finance, Economics or Statistics, preferred * Masters in Accountancy or Taxation, preferred Experience: * Seven (7) or more years prior experience in accounting, finance, or law, required * Experience in the private client service area, required * Prior supervisory experience, required * Experience working in public accounting, preferred License/Certifications: * Certified Public Accountant credential, Internal Revenue Service Enrolled Agent ("EA") credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations, required * Possession of other professional degrees or certifications applicable to role, preferred Software: * Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required * Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred * Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred Languages: * N/A Other Knowledge, Skills & Abilities: * Initiative * Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps * Manages client engagements, supervises, and reviews work of team members * Communication * Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative * Interacts directly with clients and their advisors; maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work * Leadership * Manages and monitors key performance indicators (KPI's) as established by the business line * Follows up on assignments and holds others accountable for their internal deadlines and administrative responsibilities * Technical Skills * Serves as internal resource and providing guidance to other practices on technical matters * Works with appropriate departments with federal and state taxing agencies to respond to notices and inquiries * Business Development * Spends time developing their network of key financial decision makers, referral sources, and recruits * Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO * People Development * Supervises, develops and trains employees * Acts as a Career Advisor; meets regularly with advisees, adding/updating goals as appropriate * Delivers holistic feedback to others and advisees about their job performance and career growth; coaches others and advisees to help them develop their careers 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: $146,000 - $200,000 Colorado Range: $120,000 - $185,000 Illinois Range: $140,000 - $190,000 Maryland Range: $150,000 - $180,000 Massachusetts Range: $150,000 - $206,000 Minnesota Range: $130,000 - $190,000 New Jersey Range: $155,000 - $200,000 NYC/Long Island/Westchester Range: $190,000 - $225,000 Ohio Range: $125,000 - $200,000 Washington Range: $150,000 - $200,000 Washington DC Range: $162,000 - $190,000
$190k-225k yearly 60d+ ago
Assurance Experienced Associate
BDO USA 4.8
BDO USA job in Grand Rapids, MI
The Assurance Experienced Associate will be responsible for preparing financial statements with disclosures, applying basic areas of GAAP as necessary and documenting, validating, testing, and assessing various control systems. This position may also 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: Identifying and considering all applicable policies, laws, rules, and regulations of the firm, regulators, or other authoritative bodies as part of engagement team Making constructive suggestions to improve client internal controls and accounting procedures Documenting and validating the operating effectiveness of the clients' internal control system 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: Providing support of conclusions with authoritative literature Drafting basic sets of financial statements with disclosures Researching intermediate areas of accounting and forming an initial opinion on the correct treatment independently 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: Developing and applying an intermediate knowledge of auditing theory, a sense of audit skepticism, and the use of BDO audit manuals Applying auditing theory to various client situations Documenting in line with BDO policy, identifying deviations and notifying more senior team members in order to obtain appropriate approvals Applying knowledge to identify instances where testing may be reduced or expanded and notifying more senior team members of the occurrence Contributing ideas/opinions to the engagement teams Methodology: Applies knowledge and application of BDO standards to guide effective and efficient delivery of quality services and products by: Completing all appropriate documentation of BDO work papers Ensuring assigned work is performed in accordance with BDO methodology and requirements 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: Researching basic and intermediate accounting topics and forming an initial opinion on the treatment independently Other duties as required: Supervisory Responsibilities: N/A 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 in Accountancy, preferred Experience: One (1) or more years of prior relevant audit experience and/or public accounting, private industry accounting or consulting/professional services experience, required 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 the Microsoft Office Suite, preferred Experience with assurance applications and research tools, preferred Language: N/A Other Knowledge, Skills & Abilities: Basic understanding and experience planning and coordinating the stages to perform an audit of a basic public and/or private company Ability and willingness to travel, as needed 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 Solid analytical and diagnostic skills and ability to break down complex issues and implementing appropriate resolutions Ability to of 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: $83,000 - $90,000 Cleveland, Ohio Range: $70,000 - $78,000 Colorado Range: $75,000 - $80,000 Illinois Range: $76,000 - $82,000 Maryland Range: $72,000 - $78,000 Minnesota Range: $70,000 - $74,000 NYC/Long Island/Westchester Range: $75,000 - $80,000 New Jersey Range: $76,500 - $83,000 Washington Range: $80,000 - $85,000
$83k-90k yearly Auto-Apply 60d+ ago
Office Administrator
BDO Global 4.8
BDO Global job in Grand Rapids, MI
The Office Administrator is responsible for the overall management of the office administrative activities, including general administrative policies and procedures. This position executes decisions of the Firm, works with principals and business line leaders, and serves as the liaison between principals, staff, the local office and other offices within the Firm. The Office Administrator is charged with making all decisions regarding administrative issues within the location(s). The work associated with this position is performed onsite at one or more BDO offices. Job Duties: * Manages day-to-day operations of the facility, ensuring proper office functioning and maintaining relationships with local vendors and property management to resolve issues * Completes annual office budgets and monitor expenditures to ensure compliance with budget * Drives consistency by understanding and championing systems and processes for business lines, providing guidance to other offices, and partnering with National Real Estate for space management and logistics * Implements training programs for administrative staff, coordinates local purchasing and inventory control, and provides support to business lines as a primary or backup resource * Welcomes new employees, assists with onboarding processes, and partners with various teams to manage administrative support for activities such as events, proposals, and presentations * Other duties as required Supervisory Responsibilities: * Supervises the day-to-day workload and oversight of administrative team members * Evaluates the performance of direct and indirect reports, provides performance feedback, as appropriate, and assists in the development of goals and objectives to enhance their professional development * Ensures administrative team members are trained on all relevant software, resources, and processes Qualifications, Knowledge, Skills and Abilities: Education: * High school diploma, GED, or equivalent, required * Bachelor's degree, preferred Experience: * Two (2) or more years of management experience or five (5) or more years of administrative experience, required * Experience in a professional services firm, preferred * Prior project management experience, preferred * Prior administrative experience, preferred Software: * Proficiency in Microsoft Office Suite, required * PeopleSoft, Oracle, or comparable enterprise resource planning (ERP) software experience, preferred * Adobe Acrobat experience, preferred Other Knowledge, Skills & Abilities: * Committed to working onsite at one or more BDO offices * Superior written and verbal communication skills, including advanced knowledge of current grammar and punctuation standards allowing for proactive and successful interaction with various levels of management and firm personnel * Solid judgment and reasoning skills * Strong critical thinking skills to assess situations, apply knowledge and best practices to resolve issues * Strong management and delegation skills to effectively lead and direct administrative team * Ability to maintain a professional demeanor and level of patience when dealing with difficult situations * Ability to work in a deadline-driven environment while handling multiple projects and tasks simultaneously with a focus on details * Capable of successfully multi-tasking while working independently or within a group environment * Ability to conduct meetings, deliver presentations and speak in front of groups * Ability to demonstrate support for Firm goals, objectives and initiatives * Ability to have a proactive approach to problem-solving by providing effective solutions * Ability to generate and produce various reporting in software systems * Ability to manage high confidentiality information 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: $77,000 - $128,000 Colorado Range: $75,000 - $90,000 Maryland Range: $90,000 - $115,000 Minnesota Range: $75,000 - $90,000 NYC/Long Island/Westchester Range: $95,000 - $120,000 Washington Range: $85,000 - $95,000
$30k-37k yearly est. 15d ago
Treasury Analyst
BDO USA 4.8
BDO USA job in Grand Rapids, MI
The Treasury Analyst is responsible for supporting the Treasury team in all cash management activities such as liquidity management, cash flow forecasting, bank account management and financial analysis. Monitors and manages daily cash balances and daily cash position to ensure liquidity to meet short and long-term operational needs Monitors and manages cash flow forecast to ensure timely and accurate forecasting of cash inflows and outflows Assists in identifying, analyzing and mitigating financial risk Executes wire transfers, ACH payments and other banking transactions in accordance with company policies Manages online banking platform and bank account administration Maintains relationships with banking partners, assisting with account management, bank fee analysis and service issues Assists in managing process of corporate insurance liability coverage Assists in administering Corporate T&E card program Assists in the development and implementation of Treasury policies, procedures and internal controls Ensures compliance with internal controls and Treasury policies Other duties as assigned. Supervisory Responsibilities: N/A Qualifications, Knowledge, Skills, and Abilities: Education: Bachelor's degree, required; focus in Accounting or Finance, preferred Experience: Two (2) or more years of experience in a Treasury focused role, required License/Certifications: CTP, preferred Software: Proficient in use of Microsoft Office Suite, preferred Advanced experience with Excel, preferred Other Knowledge, Skills & Abilities: Superior verbal and written communication skills with strong financial acumen Strong analytical and problem-solving skills Capable of working and communicating effectively with professionals at all levels Capacity to work in a deadline-driven environment and handle multiple projects / tasks with an attention to detail Ability to successfully multi-task while working independently or within a group environment Proficient in utilization of data entry skills Ability to provide superior customer service to internal and external stakeholders Ability to make effective decisions in complex situations 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. National Range: $70,000 - $75,000 Maryland Range: $70,000 - $75,000 NYC/Long Island/Westchester Range: $70,000 - $75,000
$70k-75k yearly Auto-Apply 1d ago
Workforce Excellence Manager, National Tax Operations
BDO USA 4.8
BDO USA job in Grand Rapids, MI
The Workforce Excellence Manager, National Tax Operations (NTO) is responsible for participating in and overseeing the schedule and talent deployment process while balancing the vision, mission, and strategy of the consolidated tax practice. The Workforce Excellence Manager, National Tax Operations will partner with Regional Tax leadership and National counterparts to innovate and evolve into the next generation of the function. The Workforce Excellence Manager, National Tax Operations will leverage business and financial acumen to identify potential areas for improvement and work proactively with leadership to establish and implement corrective action. Job Duties: Drives effective and holistic staffing strategies that ensure efficiency in the firm's professional services utilization with an emphasis on providing consistent, positive customer experience, operational efficiency, and process excellence Manages and supports the monthly/annual scheduling process for the designated region Identifies opportunities to optimize resourcing, drives process changes, and implements best practices regionally; leads, supports, or champions initiatives (as needed) with a focus on effective workload balancing, scheduling, and professional development Serves as a trusted advisor to tax leaders, collaborating to identify issues and execute action plans as well as make recommendations for targeted hiring of professionals with project-appropriate qualifications Meets regularly with assigned professionals to ensure he/she understands their growth needs and project preferences as well as to set expectations with his/her staff re: project and skill demand and possible opportunities Anticipates potential staffing conflicts and proactively manages conflicts by surfacing creative alternatives that maximize production while minimizing time unassigned, but are also opportunistic for staff development Leverages automation and new reporting platforms to provide visualizations and to promote transparency in resource skills and scheduling Collaboratively engages other Resource Managers to encourage resource sharing across regions, groups, etc. Reviews and monitors reports, including but not limited to project hours materialization, productivity, pipeline, solution specific reporting, and backlog Provides analysis around key metrics such as availability, production, and open seat status, and identifies issues and trends Coordinates with Career Advisors to integrate new hires into engagement teams Other duties as required Supervisory Responsibilities: Supervises a Specialist (if applicable) aligned to the designated region Serves as a Career advisor and/or mentor to Specialists within the team Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree, required; focus in Business Administration, Operations Management or Accounting, preferred, AND Five (5) or more years of experience in Business Administration, Operations Management or Accounting, required OR High school diploma or equivalent and eight (8) or more years of experience in Business Administration, Operations Management or Accounting, required Experience: Experience in drafting and creating effective internal and external written communication, required Experience in a professional services firm, preferred Tax and/or Resource Management experience, preferred Experience in developing, implementing, and maintaining tax processes, preferred Experience in collecting, analyzing, and reporting metrics, preferred Strong metrics-focused with the ability to use analytics to solve problems and develop solutions, preferred License/Certifications: CPA, preferred PMP Certification, preferred Software: High proficiency in the use of Microsoft business products (Excel, PowerPoint, Word) including excellent data management and manipulation capabilities, preferred Proficiency with PowerBI, preferred Proficiency with Smartsheet, preferred Proficiency with PeopleSoft and OneStream, or experience with similar corporate management software, preferred Other Knowledge, Skills & Abilities: Strong leadership, written and verbal communication, and presentation skills Proven ability to manage upwards and drive results Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding resource management strategies, see the ‘big picture” as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects Ability to lead multiple, high-profile, and complex projects with various top-level stakeholders Strong conflict resolution skills, including the abilities to negotiate and influence others Ability to manage and resolve complex and sensitive situations Proven ability to maintain confidentiality while balancing the needs of the business Ability to build rapport and gain trust with all levels of personnel at BDO Analytical and diagnostic skills Ability to successfully multi-task while working independently or within a group environment Able to work within a fast-paced deadline-driven environment Solid organizational skills with the ability to meet project deadlines with a focus on details and quality Ability to adapt communication style to successfully convey messages and objectives to a diverse audience 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. National Range: $100,000 - $130,000 Maryland Range: $100,000 - $130,000 NYC/Long Island/Westchester Range: $100,000 - $130,000
$100k-130k yearly Auto-Apply 16d ago
Tax Senior, Core Tax Services
BDO Global 4.8
BDO Global job in Grand Rapids, MI
The Tax Senior, Core Tax Services is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual workpapers, and working with tax software applications to complete tax returns for review. In this role, the Tax Senior, Core Tax Services may be charged with supervising and reviewing the work of Core Tax Services Associates. Job Duties: * Tax Compliance * Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM"). * Manages projects by planning the tax process and the procedures to be performed with quality; * Answers preparer questions, and coordinates engagement from onset by communicating expectations and procedures with preparers; * Conducts detailed reviews on all returns and appropriate review notes for preparers; raises potential tax issues; * Meets internal deadlines to match the client expectations for timely delivery of service; * Identifies book-to-tax differences. * 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. * ASC 740 (FAS 109 and FIN 48) Tax Accruals * Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48. * Prepares provision workpapers and discusses with the appropriate team members; * Identify and discuss uncertain positions with team members; * Review & prepare footnote disclosures in compliance with 740-10-55. * Tax Consulting * Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes. * Identifies consulting opportunities to reduce client's tax liability; * Provides efficient and effective support for client consulting projects; * Gathers relevant information for controversy work, efficiently and effectively; * Documents all significant tax positions, clearly, correctly, and in accordance with Firm and office policies (by creating memorandums to the files - Tax issues Memos) and ensures that proper documentation is archived to GoFileRoom. * Strategy Development * Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits. * May be required to prepare studies of tax implications and offers clients alternative courses of action. * Other duties as required Supervisory Responsibilities: * May supervise and manage the day-to-day work assignments of Core Tax Services Associates * Provides verbal and written performance feedback to Core Tax Associates, as necessary * Acts as mentor to Core Tax Services Associates Qualifications, Knowledge, Skills and Abilities: Education: * Bachelors degree in Accounting, Finance, Economics or Statistics required OR Bachelor's degree in other focus area and CPA certification required * Masters in Accountancy or Taxation preferred Experience: * Two (2) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience preferred * Industry expertise in one or more tax specialty preferred * Prior basic supervisory experience preferred License/Certifications: * CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent ("EA") (or the equivalent of one of these designations) preferred * Possession of other professional degrees or certifications applicable to role preferred Software: * Proficient with the Microsoft Office Suite preferred * Experience with tax research databases and tax compliance process software preferred Language: * N/A Other Knowledge, Skills & Abilities: * Solid verbal and written communication skills * Able to follow instructions as directed by members of Tax Team * Able to prepare simple tax returns * Takes appropriate actions without being asked * Seeks advice of appropriate superiors regarding issues, problems related to compliance * Ability to effectively delegate work as needed * Trains other team members * Strong analytical, research and critical thinking skills * Able to work well in a team environment 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: $84,000 - $110,000 Colorado Range: $80,000 - $85,000 Illinois Range: $80,000 - $93,000 Maryland Range: $90,000 - $94,000 Minnesota Range: $75,000 - $84,000 Massachusetts Range: $85,000 - $95,000 New Jersey Range: $82,000 - $112,000 NYC/Long Island/Westchester Range: $100,000 - $118,000 Washington Range: $81,900 - $91,400 Washington DC Range: $93,000 - $98,000
$100k-118k yearly 60d+ ago
Financial Systems Senior Analyst II (OneStream)
BDO Global 4.8
BDO Global job in Grand Rapids, MI
The Financial Systems (FS) Senior Analyst II is responsible for mapping business requirements to application functionality and capabilities, driving and leading continuous improvement, creating business cases that result in leading system configuration meetings independently and fully understanding the impact to the organization based on business processes, financial and data management knowledge. This role also analyzes complex business and system issues, resulting in a successful resolution. The FS Senior Analyst II applies business acumen to obtain new and changing system business requirements from the business field. This role applies thoughts in a positive, energetic and agile manner when implementing new applications and systems, and successfully promotes an environment focused on business user's knowledge growth and independence. The FS Senior Analyst II drives collaboration with the business and resolution of inquiries from the business. This role responds timely and provides accurate and thorough answers to business inquiries. Job Duties: * Provides financial systems and data support based on the alignment of business processes within the financial systems platform * Assists the business with performing queries and defining report requirements in an efficient manner for analysis and distribution to practice managers * Communicates effectively with business users/owners, and proactively contributes ideas and proposes solutions to the business and financial systems team * Updates systems inquiries accurately, from the business and internal team members, and in a timely and effective manner * Develops solutions for financial systems data analysis to manage the business or support resolution of end user inquiries, including proper data extraction, storage, manipulation, processing and communicating * Performs functional research or data mining to assist business owners in the pursuit of identifying key performance measures and indicators that drive reporting and analytics to manage the business, as needed * Assists workstream business owners in the development of test scripts, policies and procedures * Performs financial system configurations independently to meet business requirements as defined by the business or for maintenance * Identifies and interprets trends and patterns in support issues and financial data, and proactively recommends actions and solutions * Participates in cross functional teams to identify business risks and create analytics and dashboards to improve business processes * Executes financial systems activities, as defined in the project plan and milestone assignments * Leads the planning phase proactively, as needed * Collaborates and strategizes with IT, Financial Systems and business teams proactively to drive system efficiencies across the business * Configures and maintains security of the financial system solution, and promptly responds to security inquires, including documenting security changes and corrective action taken within the inquiries * Ensures integrity and confidentiality of sensitive data when creating new security access configurations and granting access to users * Engages with management or Internal Audit to clarify security requests promptly * Demonstrates understanding of business process workflows and how financial applications are used in support of those processes * Identifies opportunities to improve or gain efficiencies within the financial systems or business processes, including creating and maintaining reporting tools and templates to facilitate the production of financial reports and dashboards * Contributes to defining, planning, coordinating and executing financial systems updates and growth of end users' knowledge consistently * Participates in the internal audit of financial systems procedures, presenting the audit with evidence of executed systems processes and reports (in a clear, accurate and concise manner) in compliance of defined controls * Participates in cross-functional financial systems teams to directly support the business, financial systems and create analytics and dashboards * Supports and participates with team members when trends or problem resolutions indicate systems issues, necessitating future trainings or procedural issues needing resolution as identified by the team analyst or the business * Develops and maintains appropriate FAQ documents to support resolution of end-user inquires and questions received by the IT Service Desk * Performs queries of financial database based on internal/external requests, and provides data reports of financial information * Provides support to team members to ensure functional requirements are representing the need from the business * Participates in optimizing the effectiveness of the financial systems through workflow analysis, data collection/reporting and creating technical reports (automated and on-demand) * Collaborates with business owners to increase their utilization of financial systems by successfully mapping business requirements to financial system functionality and capabilities * Other duties as required Supervisory Responsibilities: * Supervises the day-to-day work assignments of FS Analyst professionals, as needed * Provides verbal and written performance feedback to FS Analyst professionals, as needed * Acts as a mentor to FS Analyst professionals Qualifications, Knowledge, Skills and Abilities: Education: * Bachelor's degree in Accounting, Finance, Information Technology or related field or equivalent work experience, required * Master's degree, preferred Experience: * Seven (7) or more years of experience working with financial systems, required with a degree * Eleven (11) or more years of experience working with financial systems, required without a degree * Experience working within a professional services firm such as accounting, financial services, business advisory and/or banking industries, preferred License/Certifications: * N/A Software: * Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required * Proficient in the use of PeopleSoft Financials, specifically query and reporting functions, preferred * Proficient in the use of Business Intelligence Reporting Tools (i.e. OneStream, Hyperion, COGNOS, Business Objects), preferred Language: * N/A Other Knowledge, Skills & Abilities: * Superior verbal and written communication skills * Good technical and data analysis skills * Capable of working and communicating effectively with professionals at all levels * Able to work in a deadline-driven environment, and handle multiple projects/tasks with an attention to detail * Able to successfully multi-task while working independently or within a group environment * Superior analytical and diagnostic skills, with the ability to apply analysis in determining appropriate next steps * Excellent computer skills with the aptitude to learn new software applications * Superior customer service skills * Positive attitude and willingness to learn * Strong interest in accounting, finance and systems 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. National Range: $100,000 - $120,000 Maryland Range: $100,000 - $120,000 NYC/Long Island/Westchester Range: $100,000 - $120,000
$100k-120k yearly 46d ago
State Income Tax --Senior--Open Location
EY 4.7
Grand Rapids, MI job
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. As a State Income Tax Senior, we'll look to you to apply your knowledge to a wide range of tax areas and processes, devising strategic outcomes to some very complex issues. In return, you can expect the support of some of the most engaging colleagues around, as well as plenty of opportunities to progress your career. **The opportunity** The State Income Tax Senior will provide a variety of tax consulting, planning, and compliance services to a diverse range of clients operating in various sectors. Our Tax practice is constantly evolving, and it's here you'll find everything you need to grow as we do. It's all about taking on new skills and responsibilities as they arise and making the most of our dedicated mentors and training programs. **Your key responsibilities** The State Income Tax Senior will oversee state-level tax projects, including compliance and related research. You will also be responsible for managing, preparing, administering, and directing multiple state tax compliance and advisory services for clients. **Skills and attributes for success** + Executing state income tax compliance responsibilities. + Monitoring and analyzing changes in state income tax laws and regulations and determine impact to the client. + Providing complex tax research, planning and consulting services to diverse clients, including federal and state tax regulations. + Assisting with various tax planning, research, and special projects. + Preparing and reviewing quarterly and annual state income tax provisions. + Modeling various state income tax benefits and consequences using Microsoft Excel, PowerBI or Alteryx. + Writing tax technical memos to succinctly articulate issues, conclusions, and the analysis with respect to various state tax issues. + Developing and working with staff to create a team environment. **To qualify for the role, you must have** + A bachelor's degree in Accounting, Finance, Business or a related discipline; or, a Juris Doctor from an accredited law school and an LLM in taxation or related education. + Approximately three years of related work experience. + High level of proficiency in state income tax code, regulations, and procedures + A proven record of excellence in a professional services or tax organization + Technical writing and research experience in a tax context + The ability to analyze client data, technical guidance, and make recommendations to engagement teams. + The ability to prioritize when working on multiple complex projects. + Strong influencing skills, and the confidence to question existing processes. + Willingness to travel as needed and working in a balanced hybrid environment. **Ideally, you'll also have** + An achieved or partially achieved CPA qualification, certification as a member of the Institute for Professionals in Taxation or possess the ability to sit for or be a member of a state bar **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 $81,700 to $135,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $98,100 to $153,500. 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 ************************** .
$98.1k-153.5k yearly 60d+ ago
IT Product Mgr - Oracle Cloud
BDO Global 4.8
BDO Global job in Grand Rapids, MI
The IT Product Manager is responsible for the management of a product, system, or process lifecycle from strategic planning to tactical execution within the information technology department. * Defines product strategy and builds product roadmaps * Translates product strategy into detailed requirements for prototype construction and final product development by engineering teams * Responsible for launching new product features and experiences - investigating to define the problem, draft detailed requirements/user stories, plan development sprints, build and implement user testing plans, and support continuous releases * Builds strong relationships with Business Line leaders and executive stakeholders * Builds and maintains constructive working relationships with project team members, vendors, and other departments * Oversees all aspects of assigned IT projects, and takes ownership for ensuring their success * Plans and directs the work effort involved with the implementation or upgrade of systems * Develops scope documents, statements of work, and other documentation supporting the justification for new projects * Works closely with third-party vendors to ensure that project efforts are controlled and completed on a timely basis * Leads and directs the work of project teams to ensure project efforts are controlled and completed on a timely basis * Works with appropriate subject matter experts, establish resource plans, expected level of effort and duration to complete tasks * Reviews and understands or prepares, as needed, business requirements and objectives documentation in support of overall business needs * Coordinates with appropriate resources to ensure that product communications and training materials are made available as appropriate * Works with operational teams to ensure a smooth transition from implementation to production and ongoing support phases of a products lifecycle * Works with vendors and stakeholder to understand product subscription, contract terms, and renewal cycles to best manage fiscal budget * Other duties as required Supervisory Responsibilities: * N/A Qualifications, Knowledge, Skills and Abilities: Education: * High school diploma or GED, required * Bachelor's degree, preferred Experience: * Six (6) or more years IT experience, required * Experience as a Product Manager, IT Project Manager, Business Systems Analyst, Software Systems Analyst, Business Process Analyst, Technology Support Analyst, or Software Developer, required * Experience using a standard project management methodology, required * Experience with scrum and other agile development methods, preferred * Experience leading and directing the work of others in a project-oriented capacity, preferred * Experience with the concepts of Project Programs and Portfolios, preferred * Familiar with a web-based applications environment, preferred * Familiar with relational database concepts, preferred * Previous experience working in a professional services firm, preferred License/Certifications: * Project Management Professional (PMP) or similar certification, preferred * PMI Agile Certified Practitioner or similar certification, preferred Software: * Experience with project planning applications, preferred * Experience managing projects in connection with any of the following, preferred: Oracle Cloud, PeopleSoft Financials, PeopleSoft Enterprise Services Automation, Onestream, Microsoft Dynamics CRM, ServiceNow, Azure Data Factory, Azure DevOps, preferred Language: * N/A Other Knowledge, Skills & Abilities: * Excellent interpersonal and customer relationship skills * Ability to manage multiple complex tasks in a fast-paced environment * Ability to work independently and in a self-directed capacity * A wide degree of creativity and latitude is expected * Strong team-building skills * Demonstrated problem solving skills * Ability to effectively organize and delegate complex tasks * Ability to develop project plans and accomplish goals based on experience, educated assumptions, and limited information * Ability to adapt rapidly to new developments * Familiarity with project ROI techniques (cost/benefit, NPV, IRR, Earned Value metrics) * Ability to facilitate meetings efficiently and effectively * Ability to develop project documentation using diagrams and prose * Ability to develop project plans and related documentation using diagrams and prose based on customer collaboration * Excellent written and verbal communication 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. National Range: $125,000 - $155,000 Maryland Range: $125,000 - $155,000 NYC/Long Island/Westchester Range: $125,000 - $155,000
$125k-155k yearly 36d ago
Software Solutions Senior - Sage Intacct
UHY 4.7
Kalamazoo, MI job
JOB SUMMARYThe Sage Intacct Software Solutions Senior is a key member of the Client Accounting Advisory Services team, responsible for designing, configuring, and implementing Sage Intacct solutions for clients. This role requires deep functional and technical expertise in Sage Intacct, strong accounting knowledge, and the ability to lead implementations from discovery through post-go-live support. The Software Solutions Senior partners closely with clients and internal teams to deliver scalable, high-quality Sage Intacct solutions that align with client accounting workflows and business objectives. This role also provides guidance and mentorship to associate team members.JOB DESCRIPTION Lead the design, configuration, and implementation of Sage Intacct modules, including but not limited to General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Purchasing, Order Entry, Projects, and Multi-Entity environments, ensuring alignment with best practices and client requirements Collaborate with internal stakeholders, including product managers, business analysts, and CAAS team members, to gather client requirements and translate them into effective Sage Intacct solutions Apply a strong understanding of accounting principles and operational workflows to design, configure, and optimize Sage Intacct for client accounting processes Conduct Sage Intacct system implementations across the full project lifecycle, including requirements analysis, solution design, configuration, testing, training, go-live support, and post-implementation optimization Provide end-user training on Sage Intacct functionality, reporting, dashboards, and workflows to drive client adoption and long-term success Prepare and maintain comprehensive implementation documentation, including configuration workbooks, user guides, training materials, and process documentation Provide ongoing Sage Intacct technical and functional support to clients through phone, email, remote access, and the Issuetrak ticketing system Collaborate with cross-functional teams to define and execute testing strategies, including unit testing, user acceptance testing, and validation of financial data accuracy Troubleshoot and resolve complex issues related to Sage Intacct configuration, integrations, data migrations, reporting, and system performance Stay current on Sage Intacct releases, new features, and industry trends to continuously enhance implementation quality and client solutions Partner with stakeholders to prioritize Sage Intacct enhancements and optimization opportunities based on client needs and business impact Conduct Sage Intacct software demonstrations for prospective clients, create pricing quotes, and assist with drafting engagement letters Assist with Sage Intacct vendor invoice processing and allocation to support accurate client billing WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
$74k-94k yearly est. Auto-Apply 10d ago
Tax Senior Accountant (Corporate State Taxes)
BDO Global 4.8
BDO Global job in Grand Rapids, MI
As part of National Finance, the Senior Tax Accountant is a member of an expanding team focused on providing corporate tax compliance that complies with applicable federal, state and local tax laws for BDO USA. The individual is responsible for the preparation of federal tax items and various state tax returns and support. Communicates internally with other BDO USA internal departments and externally with venders and government agents on issues of tax compliance and processes. This position is a part of the firm's corporate tax department without the pressure to build a book of business. Job Duties: * Acts as an SME (subject matter expert) in state income taxes, coordinates and plans, prepares for, and executes the various state income tax projects from beginning to end * Gathers necessary data and information to prepare corporate federal, state and local tax returns, as assigned * Prepares quarterly tax projections for federal, state and local income tax estimated payments and tax extensions * Researches complex tax questions and communicate findings effectively and implement results on various state and/or local tax returns * Gathers required information and drafts communications to respond to notices from various tax authorities * Prepares tax returns using OneSource OIT * Prepares workpapers computing the state income tax provision and enters in OneSource OPT, as needed * Acts as the contact for state and local income tax audits * Assists in the preparation of personal property tax returns and associated processing of personal property tax payments * Leads the process of determining the amount for federal & state tax depreciation by entering into the tax departments associated fixed asset tool * Reconciles various tax accounts within the general ledger and coordinates the associated JEs within the month end close process * Other duties as required Qualifications, Knowledge, Skills, and Abilities: Education: * Bachelor's degree, required; focus in Accounting, Taxation, or Finance, preferred * Master's degree in Accounting or Taxation, preferred Experience: * Four (4) or more years of experience in public accounting tax team or a corporate tax department, required * Experience preparing Federal and State corporate income tax returns, required License(s)/Certification(s): * CPA or Enrolled Agent (EA), preferred Software: * Proficient in the use of Microsoft Office Suite, specifically, Excel and Word, required * Prior experience utilizing OneSource (OIT & OPT) or other CorpTax income tax software, required * Prior experience utilizing Oracle or OneStream financial tools, preferred Other Knowledge, Skills & Abilities: * Ability to oversee projects with limited supervision * Superior customer service skills * Ability to maintain the highly confidential nature of BDO USA's activities as they relate to associated taxes positions * Capable of working and communicating effectively with professionals at all levels within BDO USA * Ability to work in a deadline-driven environment, and handle multiple projects/tasks with an attention to detail * Ability to successfully multi-task while working independently or within a group environment * Strong knowledge of federal and state income tax * Strong verbal and written communication skills * Excellent organizational and time 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. National Range: $75,000 - $95,000 NYC/Long Island/Westchester Range: $75,000 - $95,000 Maryland Range: $75,000 - $95,000 #remote
$75k-95k yearly 52d ago
Tax Manager - Kalamazoo
UHY 4.7
Kalamazoo, MI job
JOB SUMMARYAs a Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Manager oversees client relationships, staff and leaders, to ensure high-quality work is delivered to our clients. Tax Strategy and Engagement Oversight Help with the development and implementation of comprehensive tax planning strategies for clients, ensuring alignment with their financial objectives and minimizing tax liabilities Manage a portfolio of tax engagements, supervise tax staff, and review their work to ensure accuracy, compliance, and adherence to firm standards Monitor engagement progress, budgets, and timelines, and make adjustments as needed to meet client expectations Research and Analysis Stay abreast of evolving tax laws, regulations, and industry developments, applying this knowledge to client engagements and internal training initiatives Coordinate and complete tax research efforts to address client inquiries, resolve complex tax issues, and guide decision-making Client Communication Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications Cultivate and maintain strong relationships with clients, acting as a trusted advisor for their tax-related matters Compliance and Documentation Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements Team Collaboration Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members Participate in internal training sessions to enhance your technical skills and stay updated on industry trends Process Improvement and Innovation Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services Ensure compliance with internal quality control procedures, including reviewing and approving tax filings, documentation, and client deliverables Strategic Business Development Collaborate with partners and senior management to identify business development opportunities, cultivate client leads, and contribute to the firm's growth strategy Participate in proposal development and presentations to prospective clients Supervisory responsibilities Will supervise subordinate team members Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift to 15 pounds at a time Travel required Travel may be frequent and unpredictable, depending on client's needs Required education and experience Bachelor's degree in accounting, finance, or a related field 5 - 8 years of relevant experience CPA or Enrolled Agent license Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting Specific positions may require additional industry or specialization certifications Responsible for completing the minimum CPE credit requirement Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience Juris Doctor (JD) degree for specialty positions Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
$73k-99k yearly est. Auto-Apply 60d+ ago
Utility Network GIS Consultant, Senior Associate
PwC 4.8
Grand Rapids, MI 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: ***********************************
$77k-202k yearly Auto-Apply 43d ago
Salesforce CPQ/Revenue Cloud Director
PwC 4.8
Grand Rapids, MI job
Industry/Sector Not Applicable Specialism Salesforce Management Level Director 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 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. 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: ***********************************
$89k-122k yearly est. Auto-Apply 60d+ ago

BDO USA jobs in Grand Rapids, MI - 320 jobs

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Tax Senior, Private Client Services

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Office Administrator

Treasury Analyst

Workforce Excellence Manager, National Tax Operations

Tax Senior, Core Tax Services

Financial Systems Senior Analyst II (OneStream)

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IT Product Mgr - Oracle Cloud

Software Solutions Senior - Sage Intacct

Tax Senior Accountant (Corporate State Taxes)

Tax Manager - Kalamazoo

Utility Network GIS Consultant, Senior Associate

Salesforce CPQ/Revenue Cloud Director

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