BDO USA jobs in Houston, TX - 676 jobs

Tax Senior, State and Local Tax - Property Tax
BDO USA 4.8
BDO USA job in Houston, TX
The STS Tax Senior, State and Local Tax - Property Tax applies industry knowledge and experience to clients by assisting in providing advice related to property tax implications of their business objectives, recommend alternate courses of action, as well as identify different methods of complying with tax regulations. Additional, the Property Tax Senior Associate is responsible for applying knowledge to understand potential tax issues, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, recognizing and communicating potential risks, identifying potential changes in the tax policy and applying new policies to tax compliance and assisting in handling routine questions from local or state agencies. This role also serves as the primary contact for clients, as needed, including but not limited to preparing and presenting presentations to clients and potential clients. This position requires involvement in the compliance processes throughout the annual property tax cycle for multiple client assignments. Personal property duties include data review, return preparation, assessment notice gathering, value review/appeal, informal settlement negotiations and tax bill processing. Real property duties include value review, informal settlement negotiations and formal value hearings. Job Duties: Research Identifies when research is needed; frames issues to be researched; identifies sources of all information including information tending to contradict preferred positions, analyzes facts and authorities and reports the analysis Demonstrates an in-depth level of understanding of various tax authorities Applies firm and professional standards for preparation of property tax returns Develops and maintains relationships with state and local assessment personnel Tax Compliance Provide exceptional client service to multi-state companies by working with a team to identify tax savings opportunities. Assist multi-state companies with state and local tax controversies, which includes preparing clients for discussions with auditors, representing the client at hearings and at appeal meetings, and preparing protests Responds to client inquiries and request from tax authorities Ensures clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens Tracks availability and filing requirements regarding client-related information Applies tax compliance knowledge with a high degree of accuracy and efficiency Utilizes knowledge of preparation and issues to price services and sell related services Ensures tax engagement letters are adopted prior to engagement work commencing, and manages engagements Conducts detailed reviews of tax returns, and identifies basic, complex and advanced issues throughout the engagement Communicates with clients to gather information, when applicable Performs other duties as assigned Works with raw data to complete calculations Tax Consulting Develops, recommends and implements methods to maximize client benefits, especially by decreasing clients' current and future taxes Considers the applicability of all state tax consulting sub-specialties for each client, conferring with other STS consultants, when appropriate Interprets existing and new law and client facts to maximize benefits Involves other state tax sub-specialty subject matter experts, when appropriate Applies workplans for tax consulting projects performed for clients Develops consultative selling skills Assists in managing client expectations Informs Core Tax Services leadership of state tax opportunities for clients Tax Controversy Reviews assessment notices Monitors client expectations regarding issues of controversy Prepares valuation analysis for potential appeals Provides negotiation and appeal representation for clients with assessors Handles routine questions from local or state agencies with assistance Tax Related Software Utilizes PTMS, One Source or other property tax management software systems Utilizes tax research databases and other tax-related software in the completion of assigned tasks Trains STS SALT Property Tax staff on all current software tools Tax Specialization Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation Manages specialization services efficiently Involves and works with firm specialists when client and proposal work relates to areas in which the firm has specialists Organizes and conducts internal CPE training sessions in area of specialization Strategy Development Introduces and develops new or improved ideas to advance the position of clients, the firm or firm personnel by reducing taxes or expenses or providing non-tax benefits Reviews studies of tax implications, and offers client alternative courses of action Assists with research of potential tax strategies as well as implementation Understands documentation associated with tax strategies Identifies and leverages lessons learned on prior projects, and provides improvement suggestions Proposes marketing approaches for new ideas Discusses simple tax strategies with client Builds client relationships, marketing, networking and business development Provides technical client service to multi-state companies with state and local income and franchise tax issues including research, planning and controversy work Assists multi-state companies with state and local tax planning, consulting and negotiation of settlements Makes high-level decisions regarding filing and preparation, and handles questions from local and state agencies Economically and productively manages projects including billing and accounts receivable responsibilities Educates and advises professionals regarding state and local tax law Other duties as required Supervisory Responsibilities: Acts as a mentor to and assists in the professional development of STS SALT Property Tax Associates and Interns, as appropriate Provides periodic performance feedback to and participates in the annual performance evaluation for STS SALT Property Tax Associates and Interns, as appropriate Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree required, Accounting, Finance, Economics, Math or other related field, preferred Master's degree in Accounting, Taxation, Economics, Math or other related field, preferred Experience: Two (2) or more years of experience in property, state and local or multi-state tax, required Prior experience with property tax compliance and real property appeals, preferred License/Certifications: Property Tax Consultant License, preferred Software: Proficient in the use of Microsoft Office Suite, specifically Word, Excel, PowerPoint, Outlook, and the Internet navigation and research, required Ability to use standard tax applications and research tools, preferred Language: N/A Other Knowledge, Skills & Abilities: Excellent verbal and written communication skills Strong analytical and research skills Solid organizational skills Ability to meet project deadlines with a focus on details Ability to successfully multi-task while working independently or within a group environment Capable of building and maintaining strong relationships with internal and client personnel Advanced knowledge of all tax return forms Excellent people development and delegation skills Ability to encourage a team environment on engagements Executive presence and ability to act as primary contact on assigned engagements Basic understanding of tax compliance Ability to successfully interact with professionals at all levels Working knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services Working knowledge of sources of relevant information utilized in tax filings Working knowledge of valuation and appraisal standards utilized in assessments Working knowledge and understanding of cause and effect for taxable conditions on clients and the potential tax issues Possesses excellent decision-making skills Ability to create written tax advice Basic understanding of the ability to represent the client before any tax authority on contested issues Knowledgeable in business personal property and real property assessments across the United States 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: $73,500 - $131,250 Maryland Range: $73,500 - $131,250 NYC/Long Island/Westchester Range: $73,500 - $131,250 Washington DC Range: $73,500 - $131,250
$73.5k-131.3k yearly Auto-Apply 45d ago

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Assurance Senior
BDO USA 4.8
BDO USA job in Houston, TX
The Assurance Senior will be responsible for coordinating the day-to-day "in-charge" duties of planning, fieldwork and "wrap-up" to include the preparing of financial statements with disclosures, applying most areas of GAAP as necessary and documenting, validating, testing and assessing various control systems. This position is also responsible for acting as the client contact for basic questions and information and may be involved in reviews and agreed-upon procedure engagements. Job Duties: Control Environment: Applies knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures by: Applying knowledge of transactional flow and key transactional cycles to complete audit work Documenting, validating and assessing the design and operating effectiveness of the clients' internal control system Identifying and communicating suggested improvements to client internal controls and accounting procedures in an effort to reduces risk within the client organization Supervising and reviewing the work of audit staff GAAP: Applies knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles by: Communicating financial statement disclosure requirements to clients Drafting complex sets of financial statements with disclosures Recognizing and applying new pronouncements to client situations Identifying, analyzing and discussing alternative generally accepted accounting principles with the Manager, Senior Manager and engagement partner and the client, as needed Identifying complex accounting issues and brings them to the attention of superiors for resolution Coaching less experienced team members in new areas SEC and PCAOB: Applies knowledge and understanding of SEC regulations and PCAOB guidelines, and documents and communicates the application of these principles by: Reading and reviewing clients' SEC filings, ensuring accuracy and completeness, and also ensuring that all financial information is documented in the workpapers and through appropriate testing Preparing required communications to the Client and the Audit Committee Planning and executing Section 404 internal control audits including obtaining an understanding of the control environment, designing test plans, evaluating deficiencies and assessing the overall financial reporting control environment GAAS: Applies knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement by: Formulating and communicating the audit plan Applying GAAS to a variety of complex issues and consults others as appropriate Employing audit skepticism and determining when to reduce or expand testing Utilizing BDO audit manuals as appropriate for the situation Documenting deviations from BDO policy, with approval Methodology: Applies knowledge and application of BDO standards to guide effective and efficient delivery of quality services and products by: Coordinating the day-to-day conduct of the audit plan by ensuring the field work is executed and completed as planned, in accordance with timetable, with Firm's policies and procedures and within budget Applying BDO audit approach and methodologies, including tools and technology, to execute the audit Identifying and proposing outcomes to critical issues Research: Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on the information by: Utilizing of internal and external research tools and selecting methodology for routine research requests Researching complex areas of accounting, forming an initial opinion on the correct treatment independently and considering and documenting the impact on the client and audit engagement Documenting and organizing complicated findings in a usable format, based on information obtained from Accounting Research Manager, BDO Assurance Manual, Yahoo Finance, etc. Assisting the engagement manager with gathering appropriate information about the business and information system, including the accounting system, to form an adequate basis for the preparation of the audit strategy Developing the draft Audit Engagement Planning Memorandum, audit programs and budgets Collaborating with the engagement manager to establish the responsibilities of individual audit staff for specific areas of audit work Other duties as required Supervisory Responsibilities: Provides verbal and written performance feedback to Audit Associates Supervises the work assignments of Audit Associates within assigned engagement team Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting, Finance, Economics, or Statistics, required OR Bachelor's degree in other focus area and CPA certification, required Master's degree in Accountancy, preferred Experience: Two (2) or more years of prior relevant audit experience and/or public accounting, private industry accounting or consulting/professional services experience, required Prior basic supervisory experience, preferred License/Certifications: Eligible to sit for the CPA exams upon starting employment, required and actively pursuing completion of the exams, required CPA, preferred Software: Proficiency with the Microsoft Office Suite, preferred Experience with assurance applications and research tools, preferred Language: N/A Other Knowledge, Skills & Abilities: Solid understanding and experience planning and coordinating the stages to perform an audit of a basic public and/or private company Knowledge of internal accounting controls and professional standards and regulations (GAAP, GAAS, Sarbanes-Oxley, etc). Strong verbal and written communication skills with the ability to adapt style and messaging to effectively communicate with professionals at all levels both within the client organization and the firm Ability to successfully multi-task while working independently and within a group environment Superior analytical and diagnostic skills and ability to break down complex issues and implementing appropriate resolutions Ability to work in a demanding, deadline driven environment with a focus on details and accuracy Solid project management skills Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $88,000 - $105,000 Colorado Range: $80,000 - $85,000 Illinois Range: $82,000 - $90,000 Maryland Range: $78,000 - $93,000 Minnesota Range: $76,000 - $82,000 Massachusetts Range: $81,500 - $90,000 New Jersey Range: $80,000 - $95,000 NYC/Long Island/Westchester Range: $80,000 - $115,000 Ohio Range: $75,000 - $82,000 Washington Range: $82,000 - $95,000 Washington DC Range: $80,000 - $100,000
$88k-105k yearly Auto-Apply 16d ago
Manager - Penetration Tester
RSM 4.4
Houston, TX job
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. We are currently looking for team members to join our Security, Privacy, and Risk Consulting practice. The candidate will work with teams of security and privacy staff in a wide variety of systems environments. Our Security, Privacy and Risk Consulting team serves the Information Security and Data Privacy related needs of our clients. This team helps organizations identify their cyber risk, and design and implement program to address those risks and improve their cyber security posture. We serve a diverse base of clients in a variety of industries and understanding how technology impacts the operation and growth of organizations is what we do best. We are seeking individuals skilled at performing vulnerability assessments, penetration testing, and secure architecture reviews of a variety of operating systems, network devices, wireless solutions, and their related infrastructure. Examples of candidate's responsibilities include: Perform analysis and testing to verify the strengths and weaknesses of client IT environments utilizing commercial and open source security testing tools Perform Internet penetration testing (blackbox/greybox /whitebox testing) and network architecture reviews (manual/automated) Perform other security testing tasks such as wireless penetration testing, social engineering campaigns (email, web, phone, physical, etc.), mobile application testing, embedded device testing, and similar activities meant to identify critical weaknesses within client environments Assist with the development of remediation recommendations for identified findings Identify and clearly articulate (written and verbal) findings to senior management and clients Help identify improvement opportunities for assigned clients Supervise and provide engagement management for other staff working on assigned engagements Required Qualifications: This position is for individuals with 4+ years of experience within the cyber security space, with a preference for prior consulting or professional services backgrounds. Other candidates may be considered based on experience and skill sets. Ability to travel as needed Must possess a high degree of integrity and confidentiality, as well as the ability to adhere to both company policies and best practices Strong verbal and written abilities Strong multitasking and project management skills Preferred Qualifications: Bachelor's degree in computer science or related field from an accredited college/university Technical background in networking/system administration, security testing or related fields In-depth knowledge of TCP/IP Two or more years of Perl, Python, Bash, or C experience Operating System Configuration and Security experience (Windows, HP-UX, Linux, Solaris, AIX, etc.) Configuration and Security experience with firewalls, switches, routers, VPNs Experience with security and architecture testing and development frameworks, such as the Open Web Application Security Project (OWASP), Open Source Security Testing Methodology Manual (OSSTMM), the Penetration Testing Execution Standard (PTES), Information Systems Security Assessment Framework (ISSAF), and NIST SP800-115 Familiar with security testing techniques such as threat modeling, network discovery, port and service identification, vulnerability scanning, network sniffing, penetration testing, configuration reviews, firewall rule reviews, social engineering, wireless penetration testing, fuzzing, and password cracking and can perform these techniques from a variety of adversarial perspectives (white-, grey-, black-box) Experience with discovering, utilizing, and possibly writing exploits for such vulnerabilities as buffer and stack overflows Familiar with the logistics of security testing such as acquiring authorization for testing, reporting, risk analysis of findings, data handling, and legal considerations Commercial Application Security tools experience (Nessus, Nexpose, Qualys, Appdetective, Appscan, etc.) Open source and free tools experience (Kali Linux suite, Metasploit, nmap, airsnort, Wireshark, Burp Suite, Paros, etc.) One or more of the following testing certifications: Certified Ethical Hacker (CEH); GIAC Certified Penetration Tester (GPEN); Offensive Security Certified Professional (OSCP); or equivalent development or testing certification (ECSA, CEPT, CPTE, CPTS, etc) In addition, one or more of the following governance certifications is preferred: Certified Information Systems Security Professionals (CISSP ); Certified Information Systems Auditor (CISA ); Certified Information Security Manager (CISM ) Strong leadership and communication skills, technical knowledge, and the ability to write at a "publication" quality level in order to communicate findings and recommendations to the client's senior management At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $107,000 - $214,500 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$67k-84k yearly est. Auto-Apply 60d+ ago
Accounting and Finance Consulting Senior Associate - Public Company Solutions
Rsm 4.4
Houston, TX job
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. Do you have a passion and a curiosity for understanding and researching complex accounting issues? Are you looking for a more flexible and balanced career? Do you enjoy serving and working collaboratively with your clients to help resolve complex accounting issues? Are you interested in joining an in-demand rapidly growing practice with experienced professionals of diverse backgrounds? Are you looking for a career that will provide you with interesting and varied professional growth opportunities? If so, RSM's Accounting and Finance Consulting (AFC) is the right fit for you! RSM is looking for a Senior Associate to join our Accounting and Finance Consulting (AFC) practice with a focus in Capital Markets & Transformative Events. Changing economies, new accounting policies and evolving tax regulations mean that business and professional services firms face an ever-changing business landscape. With more than 80 years of industry expertise, RSM has helped thousands of firms to achieve their business objectives. Our clients include firms in a variety of industries, including financial services, technology, life sciences, and manufacturing to name just a few. Experienced in serving clients with a local, national or international presence, and a number of diverse organizational structures, our professionals can help develop meaningful solutions for your business. Responsibilities: Participate in multiple engagements within the Accounting and Finance Consulting practice to provide technical accounting and financial or business advisory guidance to clients Demonstrate basic to intermediate knowledge of complex financial accounting concepts Commit to maintaining and developing current and effective technical accounting capabilities by leveraging extensive firm resources Provide timely, high quality client service that meets or exceeds client expectations including coordinating the development and execution of the consulting work plan and client deliverables Collaborate directly with the engagement manager and partner and the client Develop an understanding of the client's business and industry and begin to recognize key performance drivers, trends and developments Actively participate with engagement team and function as an in-charge facilitating field work by monitoring and reporting regarding productivity and adherence to work plan schedules on each assignment Assist in the preparation of technical memos and other client deliverables Identify performance improvement opportunities Understand RSM's service lines and work as a team in providing an integrated service delivery Recognize and inform management of opportunities to increase level and types of services to clients Willingness to travel 25% of the year, depending on clients Required Qualifications: BS/BA Degree in Accounting or equivalent degree 2+ years of current or recent experience in a public accounting, technical accounting or financial reporting capacity Advanced written and verbal communication skills Strong technical knowledge in US GAAP and/or IFRS for both public & private companies Preferred Qualifications: Experience in working on project teams related to one or more of the following areas: capital market transactions (i.e., IPO readiness, SEC reporting and/or SPAC transactions), complex debt & equity, carve-outs, bankruptcy & fresh-start accounting, restatement services, acquisitions & divestures, joint ventures CPA or equivalent certification At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $69,800 - $132,000 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$69.8k-132k yearly Auto-Apply 10d ago
Sales & Use Tax Senior, State and Local Tax
BDO USA 4.8
BDO USA job in Houston, TX
The STS Tax Senior, State and Local Tax, applies industry knowledge and experience to clients by assisting in providing advice related to tax implications of their business objectives, recommend alternate courses of action, as well as identify different methods of complying with tax regulations. Additional responsibilities include applying knowledge to understand potential tax issues, evaluate and select alternative actions to lessen tax burden and cost of compliance, recognize and communicate potential risks, identify potential changes in the tax policy and apply new policies to tax compliance and assist in handling routine questions from federal or state agencies. This role also serves as primary contact for the clients, as needed, including but not limited to preparing and presenting presentations to clients and potential clients. Job Duties: Research: Identifies when research is needed; frames issues to be researched; identifies sources of all information including information tending to contradict preferred positions, analyzes facts and authorities, and reports the analysis Demonstrates an in-depth level of understanding of various tax authorities Applies firm and professional standards for preparation of WTA and tax returns Develops and maintains relationships with in-state and out-of-state Department of Tax (DOT)/Department of Revenue (DOR) personnel Tax Compliance: Ensures clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens Tracks availability and filing requirements regarding client-related information Applies tax compliance knowledge with a high degree of accuracy and efficiency Utilizes knowledge of preparation and issues to price services and sell related services Develops service in accordance with SOX rulings Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements Conducts detailed review of tax returns, and identifies basic, complex and advanced issues throughout the engagement Communicates with clients to gather information when applicable Prepares and reviews taxability matrices for client transactions assuring timely review and accuracy of returns Tax Consulting: Develops, recommends, and implements methods to maximize client benefits, especially by decreasing clients' current and future taxes Considers the applicability of all state tax consulting sub-specialties for each client, conferring with other STS consultants, when appropriate Interprets existing and new law and client facts to maximize benefits Involves other state tax sub-specialty subject matter experts, when appropriate Applies workplans for tax consulting projects performed for clients Ensures client service teams comply with firm policy regarding WTA checklist Develops consultative selling skills Provides assistance with exam support Assists in managing client expectations Informs Core Tax Services leadership of state tax opportunities for clients Tax Controversy: Reviews assessment notices Monitors client expectations regarding issues of controversy Handles routine questions from federal or state agencies with assistance Tax Related Software: Utilizes GoSystems, tax research databases and other tax-related software in the completion of assigned tasks Trains staff on all current software tools Tax Specialization: Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation Manages specialization services efficiently Involves and works with firm specialists when client and proposal work relates to areas in which the firm has specialists Organizes and conducts internal CPE training sessions in area of specialization Accounting for Income Taxes - SFAS109: Reviews basic tax provisions ASC740-10: Applies firm policies, standards and BDO Tax Quality Manual regarding FAS 109 and FIN 48 Assists others in learning and applying FAS 109 and FIN 48 Reviews tax provisions Communicates with Assurance counterparts to timely plan tax accrual reviews Strategy Development: Introduces and develops new or improved ideas to advance the position of clients, the firm, or firm personnel by reducing taxes or expenses or providing non-tax benefits. Reviews studies of tax implications and offers client alternative courses of action Assists with research of potential tax strategies as well as implementation Understands documentation associated with tax strategies Identifies and leverages lesions learned on prior projects and offers input on how to improve Suggests marketing approaches for new ideas Discusses simple tax strategies with client Builds client relationships, marketing, networking and business development Provides technical client service to multi-state companies with state and local income/franchise tax issues including research, planning, and controversy work Assists multi-state companies with state and local income/franchise tax planning, consulting, negotiation of settlements, voluntary disclosure agreements and state income/franchise tax audit representation (i.e., protests, refund claims and appeals) Makes high-level decisions regarding filing and preparation, and handles questions from federal and state agencies Economically and productively manages projects including billing and accounts receivable responsibilities Educates and advises professionals regarding state and local tax law as well as developing their careers Other duties as required Supervisory Responsibilities: Supervises work assignments of STS SALT Associates, as appropriate Provides periodic performance feedback to and participates in the annual performance evaluation for STS SALT Associates, as appropriate Acts as a mentor to and assists in the professional development of STS SALT Associates, as appropriate Qualifications, Knowledge, Skills and Abilities: Education: Bachelors degree ,required Masters degree in Accounting/Taxation or J.D., preferred Experience: Two (2) or more years state and local/multistate experience, required License/Certifications: CPA certification or other relevant certification, preferred Software: Proficient in the use of Microsoft Office Suite, specifically Excel and Word, preferred Ability to use standard tax applications and research tools, preferred Language: N/A Other Knowledge, Skills & Abilities: Excellent verbal and written communication skills Strong analytical and research skills Solid organizational skills Ability to meet project deadlines with a focus on details Ability to successfully multi-task while working independently or within a group environment Capable of building and maintaining strong relationships with internal and client personnel Advanced knowledge of all tax return forms Excellent people development and delegation skills Ability to encourage a team environment on engagements Executive presence and ability to act as primary contact on assigned engagements Basic understanding of tax compliance Ability to successfully interact with professionals at all levels Working knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services Working knowledge of sources of relevant information utilized in tax filings Working knowledge and understanding of cause and effect for taxable conditions on clients and the potential tax issues Possesses excellent decision-making skills Ability to create written tax advice Basic understanding of the ability to represent the client before any tax authority on contested issues 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: $73,500 - $131,250 Maryland Range: $73,500 - $131,250 NYC/Long Island/Westchester Range: $73,500 - $131,250 Washington DC Range: $73,500 - $131,250
$73.5k-131.3k yearly Auto-Apply 60d+ ago
Tax Supervisor - Corporate
RSM 4.4
Houston, TX job
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. Our Private Equity Portfolio Company practice serves both partnership and corporate companies, the majority of which are owned by Private Equity Funds. This role offers the opportunity to join the C-Corp team, a high-performing, high-growth team that advises clients on their tax strategy and compliance obligations using both industry and technical expertise with our cross-functional teams, especially our Financial Services team. Our professionals help to guide their clients through M&A transactions and capital account analysis, all while delivering digitally enabled services in conjunction with our world-class tax technology offerings. As a Tax Supervisor with RSM, you will be responsible for the following job duties which are focused on two core concepts: your technical & quality expertise and delivering excellent client service. Responsibilities: Detailed review of Federal, State, and Corporate tax returns to provide high quality work product Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team while managing the risk for both the client and the firm Interact directly with clients handling questions, planning, concerns, etc. Develop, motivate, and train staff level team members Performing, documenting, summarizing, and reviewing research conclusions regarding specific tax issues Review and research tax questions related to income tax compliance for federal, state, purposes. Remain up to date on current tax practices and changes in tax law Other duties as assigned Some travel may be required Basic Qualifications: Bachelor of Commerce or Bachelor of Business Administration (Finance) or Bachelor of Business Management (Finance) Minimum of 5 years of corporate federal tax compliance and tax consulting experience pertaining to planning, research, and general mergers and acquisitions activities experience in a public accounting environment Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements Comprehensive understanding of tax law/rules and implications Experience of doing 3 years of detailed review of tax returns/workpapers Effective verbal and written communication skills Preferred Qualifications: Master of Business Administration (Finance) CPA or EA Experience of working for a Big 4 or large regional accounting firm Working knowledge of tax code and technical aspects of tax preparation and compliance Detailed review and analysis of federal, state partnership, S corporation tax returns to provide high quality work product Review the calculation of ASC 740 tax provisions Strong technical skills in accounting and tax preparation Experience in dealing with international tax matters Familiarity with tax research tools (Bloomberg BNA, RIA/Thompson Checkpoint, CCH Answer Connect etc.) and tax preparation technology (CCH Axcess preferred) Experience with OneSource Tax Provision Software Experience with OneSource Income Tax - tax return preparation Experience with CCH Access - tax return preparation Experience with ASC 740 Purchase Accounting Experience with M&A Purchase Price Allocations and Gain Calculations Experience with large multi-state consolidated C corporations At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $82,400 - $155,700 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$82.4k-155.7k yearly Auto-Apply 8d ago
Real Estate Valuation - Director
RSM 4.4
Houston, TX job
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. The Real Estate and Valuation Practices at RSM LLP are full-service practices providing a deep breadth of capability, services and an innovative approach to the real estate industry. Our team combines real estate accounting, tax, financial and business advisory expertise to provide integrated solutions from the simplest assignment to the most complex. Our collaborative team approach enables an array of experts to assist in providing solutions to all real estate sectors. Real Estate Valuation Consulting Team We are currently looking for a Director to join RSM's well-established and growing Real Estate and Valuation Consulting business. As part of this exciting team, you will have the opportunity to combine your specialist technical skills and knowledge of real estate to advise clients on all aspects of real estate related valuation matters. Role Responsibilities: Assist companies to identify and measure the value of their assets by providing independent and well-supported valuations. Perform local, national and international real estate market analysis on a wide range of public and private entities using all accepted and relevant valuation approaches Independently gather data pertinent to an engagement through direct client interaction, including personal and telephone interviews with market participants including brokers, appraisers, investors, developers and asset managers Review industry surveys and benchmarks, economic and demographic trends Assist with preparing and presenting the results of our analysis in a clear and concise manner; assist in proposals and executive presentations Understand the requirements associated with the development of value conclusions under GAAP, tax, and regulatory rules allowing companies to understand the value of an entity, asset, or liability so they can make informed business and investment decisions Requirements: Bachelor's degree, preferably in Finance or Real Estate Finance from an accredited college/university. Experience mentoring, training or leading a team. 7-10 years of real estate valuation experience preferred (preferably from a global or national firm environment) Technical knowledge of real estate property as an investment class, along with knowledge of discounted cash flow models and the construction of capitalization rates. Familiarity with Argus financial models Exposure to the relevant real estate and valuation professional and regulatory issues. General knowledge of FASB fair value accounting standards (ASC 820). Experience with purchase price allocation (ASC 805) and impairment analysis (ASC 360). The ability to create strong, effective working relationships within RSM and with clients as well as work on your own initiative. Excellent analytical skills. Strong oral and written communication skills along with the ability to write clear, concise reports are critical. Ability to travel as required. Prefer the completion of the USPAP 15- hour course and familiarity with research and analysis that complies with USPAP Standards 1 and 2. At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $134,000 - $269,000 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$134k-269k yearly Auto-Apply 60d+ ago
Salesforce Administrator
UHY 4.7
Houston, TX job
JOB SUMMARYThe Salesforce Administrator is responsible for supporting the operational excellence, process efficiency, and data driven decision-making across the sales organization. This role administers the sales systems (Salesforce), reporting, and forecasting ensuring that sales teams have the tools, insights, and processes they need to perform at their best. The role requires strong analytical and problem-solving capabilities, paired with strategic thinking, solid business acumen, and a comprehensive understanding of sales processes and CRM data. Salesforce Platform Administration Integrate and manage supporting sales tools, including ZoomInfo, LinkedIn Sales Navigator, Pardot (Account Engagement), Introhive, Outlook Integration and e-signature or proposal platforms (e.g., DocuSign, Conga) Configure and customize Salesforce using declarative tools (Flows, Validation Rules, Dynamic Pages, Custom Report Types) Maintain profiles, permission sets, licenses, roles, and sharing settings to ensure proper data access and compliance Manage release updates and assist with testing new salesforce features Work cross-functionally with developers and architects to deliver enhancements to production environment. Participate in UAT and release deployment activities Assist with import, update, clean and transform data activities using Data Loader, Data Import Wizard, or third-party tools User Enablement & Support Partner with sales, marketing and client services teams to align Salesforce functionality with business needs and to ensure smooth data flow and reporting alignment Support daily operational requests such as user setup, record updates, and troubleshooting Data Management & Reporting Partner with IT and data teams to maintain CRM-data alignment with the data warehouse, ensuring reliable and consistent metrics across systems Assist in maintaining data integrity, manage user access, and ensuring governance standards are followed to ensure accurate reporting Assist with the development and release of reports and dashboards for performance tracking and executive visibility Supervisory responsibilities May lead and 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 up to 15 pounds at a time Travel required Limited travel may be requested for attending events, conferences, or internal meetings Required education and experience Bachelor's degree in business, information systems, computer science, or a related field, or equivalent professional experience 5+ years of relevant experience Proven ability to analyze complex issues, think critically, and develop practical, scalable solutions Proficiency with Salesforce declarative tools and data management utilities Strong understanding of data governance, reporting, and automation best practices Excellent communication skills with the ability to translate technical concepts for business audiences Preferred education and experience Advanced degree in business, information systems, computer science, or related discipline Experience leading or supporting Salesforce data governance or automation initiatives Background working in cross-functional environments bridging technology and business operations 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.
$68k-85k yearly est. Auto-Apply 3d ago
Management Consulting Manager, Energy Sector
RSM 4.4
Houston, TX job
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. We are seeking a dynamic and experienced Manager to lead strategic initiatives across the Energy, Oil & Gas, and Renewables sectors. The ideal candidate will bring 10+ years of industry experience, with a strong background in operations, supply chain optimization, and digital transformation. This role is pivotal in helping clients modernize their operations, drive efficiency, and adopt cutting-edge technologies across the energy value chain. Responsibilities: Lead transformation initiatives across operations, supply chain, and digital ecosystems within the Energy, Oil & Gas, and Renewables sectors Identify and solve complex industry challenges using data-driven strategies, AI, and cloud-based technologies (e.g., Azure, AWS) Drive performance improvement through initiatives such as digital twin implementation, process optimization, and cost reduction Manage ERP, CRM, WMS, and TMS implementations to enhance operational visibility and efficiency across the energy value chain Build and maintain strong client relationships, effectively communicating with stakeholders from plant-level teams to C-suite executives Lead and coach teams, providing actionable feedback and supporting recruitment and retention efforts Drive business development, including networking, proposals, and marketing content Manage engagement economics: budgeting, pricing, margin management, billing, and risk Conduct client assessments using interviews, workshops, and data analysis to define current state and identify improvement opportunities Prioritize and manage workstreams to maximize team productivity and client impact Design and implement solutions that achieve measurable results and align with client goals Build strong relationships with client stakeholders, including C-suite executives and private equity partners Basic Qualifications: Bachelor's degree required 10+ years of professional experience, including consulting or relevant industry roles in Energy, Oil & Gas, or Renewables Proven ability to solve complex business problems using data, process mapping, and digital tools Strong communication, project management, and organizational skills Ability to work independently and collaboratively in fast-paced environments Willingness and ability to travel 50%+ Preferred Qualifications: MBA or relevant graduate degree APICS Certifications (CPIM, CSCP) Project Management Certification (PMP) Lean Six Sigma Certification Experience with cloud platforms (Azure, AWS) and AI/ML integration At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $107,000 - $214,500 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$107k-214.5k yearly Auto-Apply 60d+ ago
Valuations Manager
UHY 4.7
Houston, TX job
JOB SUMMARYAs a Manager within the Valuation team, you will be a key member of our current and future growth, responsible for leading and overseeing complex valuation engagements for our clients and mentoring staff. Leveraging your expertise in financial analysis, market research, and valuation methodologies, you will guide a team of professionals in delivering high-quality valuation services. This role offers a unique opportunity to lead and shape the strategic direction of our valuation practice while providing important insights to our clients. Conduct comprehensive financial analysis, including financial modeling, discounted cash flow (DCF) analysis, and comparative market analysis Conduct in-depth research on industry trends, market conditions, and economic factors to inform valuation assumptions and methodologies Prepare detailed valuation reports and presentations Identify and pursue new business opportunities by networking with potential clients, preparing proposals, and participating in business development activities to expand the firm's valuation services Assist management in planning and managing engagement activity and follow through to achieve results Demonstrate technical knowledge effectively through written and verbal communication Manage valuation consulting engagements, serving as the primary point of contact for clients and ensuring successful project delivery Mentor and train new staff in areas of expertise and responsibility Recognize needs and issues pertinent to client activity and demonstrates ownership of engagement's day-to-day tasks and activities Oversee the development and execution of complex valuation models, including discounted cash flow (DCF), market comparable, and scenario analysis Ensure the accuracy and compliance of valuation reports, presentations, and documentation with industry standards and regulatory requirements Proficient in use of all technology necessary to performance execution, including advanced Excel modeling and common finance-related software 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 Some travel may be required to client sites during engagements Required education and experience Bachelor's degree in accounting, finance, economics, or a related field 4 - 6 years in relevant position Certified Valuation Analyst, Chartered Financial Analyst, Accredited Senior Appraiser, Financial Modeling & Valuation Analyst, and/or Certified Public Accountant with Accredited in Business Valuation designation Preferred education and experience Master's degree in accounting, finance, economics, or a related field 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.
$89k-112k yearly est. Auto-Apply 56d ago
Senior Associate - Healthcare Margin Improvement
RSM 4.4
Houston, TX job
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. RSM's National Healthcare Consulting practice is searching for a Senior Associate - Healthcare Margin Improvement to join our team. As a Healthcare Margin Improvement Consulting Associate at RSM, you will work with various sized healthcare organizations across the spectrum of healthcare providers and receive hands-on client experience with direct access to clients at various management levels. At the start of your full-time position, you'll be assigned a "Career Advisor" who will help you establish your career goals. RSM's Healthcare Margin Improvement Consulting group provides value added business performance improvement services to clientele and you will have the ability to be exposed to a wide variety of healthcare sectors and clients. Examples of projects include revenue cycle, clinical operations, supply chain, pharmacy, and managed care program assessments, service line optimizations, and implementation of strategic business plans to improve patient satisfaction, and the financial position of healthcare organizations. Primary responsibilities include: * Sit in on client meetings and support conducting consulting projects * Preparing reports on consulting services performed for clients; delivering reports where appropriate and discussing results and recommendations with clients * Traveling to client locations as requested to provide consulting services * Completing client projects efficiently in accordance with the project timeline and critical dates * Leveraging proficiency in Microsoft Excel, Word, and PowerPoint to analyze client information and document results and recommendations * Opportunity to attend specific conferences, trainings, & meetings to continue professional development relevant to the role Requirements/ Qualifications: * B.A. / B.S. degree or equivalent from accredited university * Three (3) or more years' experience as consulting associate with focus in healthcare or Five (5) or more years' industry experience in healthcare business analytics or business performance improvement * Major in Business, Finance, Data & Analytics Preferred * Minimum 3.0 GPA preferred * Travel to assigned client locations may be required. Must have access to and ability to arrange for use of reliable modes of transportation to those locations * Excellent written and verbal communication skills * Strong computer skills, including MS Office * Strong multi-tasking and project management skills * Ability to work as an effective member of a team * Must possess a high degree of integrity and professionalism Certifications Preferred Not Required: * Epic Electronic Health Record * Epic (Electronic Health Record System) * Epic Resolute * Epic Cadence * Epic Prelude * Epic OpTime * Epic Grand Central * Oracle Health / Cerner (Electronic Health Record System) * Millenium Patient Accounting * Millenium Charge Services * Millenium Registration * Millenium Scheduling * Millenium PowerChart * Oracle RevElate * Professional Certifications * CRCR - Certified Revenue Cycle Representative (HFMA) * CHFP - Certified Healthcare Financial Professional (HFMA) At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $81,400 - $153,500 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$81.4k-153.5k yearly Easy Apply 9d ago
Tax Senior Manager
UHY 4.7
Houston, TX job
JOB SUMMARYAs a Tax Senior 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 Senior Manager oversees client relationships and acts as a liaison between internal staff and internal leaders to ensure high-quality work is conducted and delivered to our clients. Tax Strategy and Engagement Oversight Develop and implement comprehensive tax planning strategies for clients, ensuring alignment with their financial objectives and minimizing tax liabilities Analyze complex tax scenarios, including mergers, acquisitions, and other strategic transactions, to provide optimal solutions 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, 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 Lead 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 Foster 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 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.
$68k-89k yearly est. Auto-Apply 2d ago
Epic Consultant, Senior Associate: Epic Certified (Aura, EpicCare Ambulatory, Care Everywhere, Beaker)
PwC 4.8
Houston, TX job
Industry/Sector Health Services Specialism Operations Management Level Senior Associate At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. In Epic consulting at PwC, you will specialise in providing consulting services for Epic software solutions. Your work will involve possessing in-depth knowledge of Epic applications and assisting clients in optimising operational efficiency through analysis, implementation, training, and support. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: * Respond effectively to the diverse perspectives, needs, and feelings of others. * Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems. * Use critical thinking to break down complex concepts. * Understand the broader objectives of your project or role and how your work fits into the overall strategy. * Develop a deeper understanding of the business context and how it is changing. * Use reflection to develop self awareness, enhance strengths and address development areas. * Interpret data to inform insights and recommendations. * Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Epic Consulting team, you will design, configure, test, and implement changes to assigned Epic system applications. As a Senior Associate, you will lead operational work groups, engage stakeholders, and mentor other analysts while navigating complex workflows. This position provides an exciting opportunity to influence healthcare technology and improve operational productivity through innovative solutions. Responsibilities * Design and implement changes to Epic system applications * Lead work groups to gather and analyze requirements for new projects * Engage with stakeholders to secure alignment on system configurations * Mentor analysts to foster their professional development * Navigate complex workflows to improve operational efficiencies * Collaborate with Epic representatives and subject matter experts * Test and validate changes to secure system functionality * Maintain documentation for every system modification and enhancement What You Must Have * Bachelor's Degree * At least 4 years of experience in Epic system applications * Aura, EpicCare Ambulatory, Care Everywhere, Beaker Certification What Sets You Apart * Master's Degree in Health Administration, Business Administration/Management preferred * Proven leadership in project management and change initiatives * Excelling in innovative problem-solving and communication * Demonstrating knowledge of Epic AURA and laboratory workflows * Understanding industry standards and audit requirements * Prioritizing workloads and managing multiple projects * Mentoring and guiding junior team members * Collaborating effectively across diverse teams * Developing and maintaining system documentation Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
$77k-202k yearly Auto-Apply 17d ago
Senior Manager, Management Consulting - Epic
BDO USA 4.8
BDO USA job in Houston, TX
The Senior Manager, Healthcare IT Consulting provides clients healthcare consulting services by assessing the client's business needs, recommending and implementing technology, systems, applications, and operational solutions, and managing deliverables to timeline and budget. This position reflects significant industry experience in a hospital or physician practice setting with the mainstream EHR, revenue cycle, and practice management systems. Job Duties: Consults with clients to identify operational goals and needs then translates the client's needs into detail requirement specifications Provides leadership and takes ownership of large projects from start to finish to ensure client satisfaction and to meet the project goals and objectives Communicates with BDO senior leadership and client management to meet project budget and target dates Documents the current state workflows Reviews, analyzes, and modifies designated systems including completing configuration, testing, and documentation Ensures client engagement expectations and deliverable deadlines are met Prepares and completes action plans, determines system improvements, resolves problems, and implements necessary changes as identified Investigates alternative solutions including feasibility using vendor analysis and vendor evaluations Identifies new opportunities for implementation, optimization, upgrades, and ongoing application support in conjunction with MAS Business Development Ability and willingness to travel 50% of the time or more Other duties as required Supervisory Responsibilities: Supervises the day-to-day workload on assigned engagements and reviews work product Qualifications, Knowledge, Skills and Abilities: Education: High School Diploma/GED AND ten (10) or more years of industry experience with EHR/Practice Management vendor systems, required; OR Bachelor's degree AND eight (8) or more years of industry experience with EHR/Practice Management vendor systems, required Experience: Eight (8) or more years of experience with EHR and practice management system vendors such as Epic, Cerner, athena IDX, Allscripts, required Five (5) or more years of EHR/Practice Management build/optimization/support experience, preferred Software: Strong Microsoft PowerPoint skills, required Proficient in the use of Microsoft Office Suite, especially Visio, required Proficient in SharePoint, preferred Other Knowledge, Skills, & Abilities: Executive presence, with the ability to act as primary contact on assigned engagements Interpersonal - able to establish and maintain effective, professional relationships with all levels of client staff including senior leadership, BDO employees and the general public Presentation - able to communicate information professionally and formally to client through meetings and written presentations Leadership - proven ability to proactively lead and develop team to reach project goals and objectives Independence - proven ability to manage small to medium projects including development of scope, project plan and timeline, status reports, and other tools to ensure successful client engagements Excellent verbal and written communication skills, as well as presentation skills Strong analytical and advanced research skills related to industry trends, market competition and technology Solid organizational skills, especially the ability to meet project deadlines with a focus on details Ability to successfully multi-task while working independently or within a group environment Ability to work in a deadline-driven environment, and handle multiple projects simultaneously Ability to interact effectively with people at all organizational levels of the Firm and with clients Capacity to build and maintain strong relationships with internal and client personnel Ability to encourage a team environment on engagements, and contribute to the professional development of assigned personnel Ability to travel 50% of the time or more, required 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 - $200,000 NYC/Long Island/Westchester Range: $100,000 - $200,000 Maryland Range: $100,000 - $200,000
$100k-200k yearly Auto-Apply 9d ago
Specialty Tax Services Intern, Business Incentives Group - Summer 2027 (Houston)
BDO Global 4.8
BDO Global job in Houston, TX
BDO's Specialized Tax Services ("STS") Business Incentives Group ("BIG") has gone through tremendous growth and continues to expand rapidly. The STS BIG Internship presents a unique opportunity to gain hands on experience in one of BDO's premiere national consulting practices. A Tax Intern, Business Incentives Group, helps achieve BDO's core purpose-helping people thrive every day-by helping companies and individuals identify and claim government incentives designed to promote innovation, economic growth, and job creation in the U.S. like the Research & Development (R&D) Tax Credit. Our clients are leaders in innovation in virtually every industry, from technology, manufacturing, life sciences, and healthcare to retail, consumer products, and natural resources. An STS BIG Intern will have the opportunity and charge to innovate and collaborate with BDO professionals in all of our business lines as well as with our clients' innovation leaders, in tax, accounting, finance, and also in their engineering, software, manufacturing, scientific, medical, and other R&D-related departments. STS BIG's short-term mission is to help our clients as efficiently and effectively as possible to identify, document, and support on examination by tax authorities the various incentives to which they are legally entitled. Our longer-term goal is to develop an understanding of them as people and of all aspects of their business so that we are well positioned as their trusted advisors, as professionals who understand both their business operations and business drivers as well as how BDO can help them realize their goals. In pursuing this mission, we are also seeking to help our STS BIG Interns gain first-hand experience in becoming trusted advisors, ensuring they have a clear sense of the importance and responsibilities of such a role, as well as the training and opportunities to fill it. Toward that end, STS BIG Interns pursue opportunities which enable them to gain and improve their skills in every aspect of professional service, including technical, interpersonal, verbal, and written communication, project management, practice management, and business development. Job Duties: * Assists in the execution of multiple client engagements * Collaborates with other STS BIG professionals in all aspects of our business, e.g., innovating, developing and implementing better strategies and processes for our services, marketing, etc. * Establishes effective working relationships directly with STS BIG professionals and other BDO employees * Contributes to the development of your own technical acumen and STS BIG's market prominence * Assists in business development research and identification of opportunities for new and existing clients * Contributes to, supports, and enhances the culture of STS BIG, our local offices, and BDO as a globally leading professional services firm * Other duties as required Supervisory Responsibilities: * N/A Qualifications, Knowledge, Skills and Abilities: Education: * Currently enrolled in a Bachelor's or Master's program, required; with a focus in Accounting, Finance, Computer Science, Engineering, Data Analytics, Communications, or Law, preferred Experience: * Leadership experience, preferred License/Certifications: * N/A Software: * Proficient in the use of Microsoft Office Suite, especially Excel and Word, preferred Other Knowledge, Skills, & Abilities: * Excellent verbal and written communication skills * Strong analytical and basic research skills * Solid organizational skills, especially the ability to meet project deadlines with a focus on details * Ability to successfully multi-task while working independently or within a group environment * Ability to work in a deadline-driven environment and handle multiple projects simultaneously * Able to interact professionally with people at all organizational levels of the firm * Desire to understand why a task is being performed and to seek learning opportunities * Demonstrate interest in performing self-study to further develop technical competency and knowledge of issues impacting various incentives Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $40.00/hr - $45.00/hr Colorado Range: $35.00/hr - $39.00/hr Illinois Range: $36.00/hr - $40.00/hr Maryland Range: $34.00/hr - $38.00/hr Massachusetts Range: $36.00/hr - $40.00/hr Minnesota Range: $32.00/hr - $36.00/hr New Jersey Range: $38.00/hr - $42.00/hr NYC/Long Island/Westchester Range: $36.00/hr - $40.00/hr Ohio Range: $33.00/hr - $37.00/hr Washington Range: $37.00/hr - $38.00/hr Washington DC Range: $34.00/hr - $38.00/hr
$27k-33k yearly est. 13d ago
Software Engineering - Summer 2027 Internship
PwC 4.8
Houston, TX job
**Specialty/Competency:** Software Engineering **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 80% At PwC, our people in software and product innovation focus on developing cutting-edge software solutions and driving product innovation to meet the evolving needs of clients. These individuals combine technical experience with creative thinking to deliver innovative software products and solutions. Those in software engineering at PwC will focus on developing innovative software solutions to drive digital transformation and enhance business performance. In this field, you will use your knowledge to design, code, and test cutting-edge applications that revolutionise industries and deliver exceptional user experiences. Driven by curiosity, you are a reliable, contributing member of a team. In our fast-paced environment, you will have the chance to work on a variety of assignments, each presenting varying challenges and scope. Every experience is an opportunity to learn and grow. You are encouraged to ask questions, take initiative, and produce quality work that adds value for our clients and contributes to our team's success. During your time at the Firm, you start to establish your personal brand, paving the way to more opportunities. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: + Apply a learning mindset and take ownership for your own development. + Appreciate diverse perspectives, needs, and feelings of others. + Adopt habits to sustain high performance and develop your potential. + Actively listen, ask questions to check understanding, and clearly express ideas. + Seek, reflect, act on, and give feedback. + Gather information from a range of sources to analyse facts and discern patterns. + Commit to understanding how the business works and building commercial awareness. + Learn and apply professional and technical standards (e.g. refer to specific PwC tax and audit guidance), uphold the Firm's code of conduct and independence requirements. The Opportunity As a Software Engineering Intern, you will immerse yourself in the dynamic world of software and product innovation, contributing to the development and enhancement of cutting-edge applications. You will engage with client support teams, gaining exposure to real-world challenges and learning how to apply your skills in software engineering to create impactful solutions. As an Intern, you will support teams by participating in projects, conducting research, and performing basic tasks that contribute to the team's success. This role emphasizes learning and gaining exposure to PwC's practices, allowing you to observe professional work environments and develop your personal brand. In this role at PwC, you will have the opportunity to work with a variety of programming languages and development platforms. You will be encouraged to ask questions, take initiative, and produce quality work that adds value for our clients. This position offers a unique chance to build your skills in software development, project planning, and client management, setting the foundation for a rewarding career in software engineering. Your contributions will be integral to the success of the team, and each experience will be an opportunity to learn and grow in a supportive environment. Responsibilities - Supporting software development projects by participating in coding, testing, and debugging activities - Assisting in the design and implementation of software solutions using programming languages such as Java, C#, and Python - Collaborating with team members to gather and analyze business requirements for software projects - Engaging in application development tasks - Contributing to the improvement of business processes through software solutions and automation - Participating in software project planning and management activities to meet project timelines and objectives - Utilizing tools for user interface design and development - Learning and applying software development methodologies and coding standards to maintain code quality - Assisting in troubleshooting and resolving software issues to enhance application performance - Observing and learning from experienced team members to gain exposure to software engineering practices and methodologies What You Must Have - Currently pursuing or have completed a Bachelor's degree - Client service intern positions are entry-level roles intended for job seekers who are in their third year of a four-year degree program or fourth year of a five-year program at the time of application Winter internships typically occur during the spring semester preceding the student's final year of school Summer internships typically take place during the summer preceding the student's final year of school What Sets You Apart - Preference for at least one of the following field(s) of study: Artificial Intelligence, Business Analytics, Computer and Data Engineering, Computer Science, Human Computer Interaction, Industrial Engineering, Information Systems/Technology, Machine Learning, Management Information Systems, Software Engineering - Preference for a 3.3 overall GPA - Leveraging AI to create efficiencies, innovate ways of working and deliver distinctive outcomes - Demonstrating proficiency in programming languages such as Java, Python, or C+- Excelling in software development methodologies and application development - Participating in software project management and solution architecture - Engaging in business process improvement and teamwork initiatives Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $29.25 - $48.00. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws.
$29.3-48 hourly 5d ago
Tax Director, Transaction Advisory Services
BDO USA 4.8
BDO USA job in Houston, TX
The Tax Director, Transaction Advisory Services is an essential team member that will team with the transaction advisory partners to grow the practice and will lead teams responsible for traditional large firm M&A tax consulting (deal structuring, due diligence, post-deal integration, tax attribute management, and other special projects). Job Duties: Teams with partners and internal support functions (BD, marketing, etc.) to identify new marketplace opportunities and develop new business Builds and manages significant client relationships (new and existing) Mentors staff and otherwise significantly contributes to team/resource building Serves as a member of multiple client engagement teams, participating in due diligence and structuring engagements related to transactions that private equity and strategic corporate entities pursue Identifies and analyzes tax risks and opportunities while advising both strategic and private equity buyers and sellers on alternative tax strategies for acquisition, disposition, and restructuring of businesses Assists in reviewing and analyzing merger agreements and providing opinion letters Reviews, assesses and advises clients regarding the tax computations reflected in their financial models, and assists clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction Manages risk and financial performance of engagements including budgeting, billing and collection Develops and mentors subordinates in order to support career satisfaction and progression Other duties as required Supervisory Responsibilities: Supervises staff on all projects and engagements Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree required; major in Accounting, Finance, Economics, or Statistics, preferred Juris Doctor (JD) or Master of Laws (LLM) with a focus on tax, preferred Master's degree in Accounting or Tax, preferred Experience: Nine (9) or more years of relevant experience, with no less than five (5) years of TAS relevant experience, required Prior supervisory experience, required 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, required Possession of other professional degrees or certifications applicable to the role, preferred Software: Proficient in the use of Microsoft Office suite, required Other Knowledge, Skills & Abilities: Knowledge managing multiple client engagements an client service teams Excellent verbal and written communication skills Ability to articulate complex information when providing crucial negotiation insights, etc. Must be technically competent across multiple US federal, international and state income tax disciplines Fundamental working knowledge of all or essentially all non-income based federal, state and foreign tax regimes, including but not limited to indirect, payroll, property and ad valorem taxes Understanding of US GAAP, including the accounting for income tax principles Knowledge with tax controversy and procedure Ability and willingness to travel, when necessary 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: $200,000 - $350,000 Washington Range: $200,000 - $290,000
$105k-151k yearly est. Auto-Apply 60d+ ago
Specialty Tax Services Intern, State and Local Tax - Summer 2027 (Houston)
BDO USA 4.8
BDO USA job in Houston, TX
BDO is a place for energetic self-starters who can think and act like entrepreneurs. The STS Tax Intern, State and Local Tax will be responsible for basic research and analysis of state and local tax (SALT) issues, along with utilization of tax software in the completion of basic tax returns and other tax filings and documents. In this role, the STS Tax Intern, State and Local Tax will have the opportunity to utilize his / her educational background while working side-by-side with more experienced Tax members who will provide direction and coaching related a range of state and local tax laws and resources. This opportunity will allow you to gain a unique hands-on perspective on our firm's practices and people, as well as beginning to forge the critical relationships that will help maximize your chance for success in your career. Job Duties: Tax Methodology Applies general understanding of knowledge and application of standards to effectively and efficiently deliver quality tax services 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”) Participates in the preparation, filing and completion of voluntary disclosure agreements for sales and use tax, income tax and unclaimed property Drafts tax memoranda, and other documents on various tax issues Assists in drafting responses to notices from state taxing authorities Prepares models for tax and unclaimed property exposure analysis Participates in the audit defense of client returns and tax positions Ensures all data needed to comply with filing requirements is obtained and identifies missing items needed to prepare assigned tax returns Monitors current tax law changes and applies appropriately to the preparation of assigned tax returns Manages collection and retention of all appropriate workpapers for assigned clients Research Completes basic research on federal and state tax issues Tax Consulting Partners with experienced SALT tax professionals to learn the basics of state tax planning Participates in client meetings with experienced tax professionals, as appropriate Establishes relationships with Core Tax Services and other Specialized Tax Services client service professionals Tax Specialization Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation Strategy Development Assists in the preparation of tax presentations for client meetings Tax-Related Software Utilizes Caseware, Go Systems, and other tax-related software in the completion of basic tax returns with appropriate supervision, as applicable Other duties as required Supervisory Responsibilities: N/A Qualifications, Knowledge, Skills and Abilities: Education: Enrolled in a Bachelors or Masters program in Accounting, Taxation, Finance or other relevant field, Juris Doctorate (J.D) program, or Master of Laws (LLM) program, required Experience: Leadership experience, preferred Prior internship or other work experience within an accounting setting or public accounting, preferred Membership and participation in accounting or finance organizations at the college level, preferred License/Certifications: N/A Software: Proficient in the use of Microsoft Office Suite, specifically Word, Excel and PowerPoint Other Knowledge, Skills & Abilities: Strong written and verbal communication skills Ability to follow instructions as directed Ability to successfully multi-task while working independently or within a team Positive attitude and willingness to learn Ability to research taxation topics and communicate or compose written analysis effectively Basic knowledge of accounting and tax theory. Seeks advice of appropriate superiors regarding issues related to compliance Ability to prepare simple tax returns as well as drafting other tax related documents Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $40.00/hr - $45.00/hr Colorado Range: $35.00/hr - $39.00/hr Illinois Range: $36.00/hr - $40.00/hr Maryland Range: $34.00/hr - $38.00/hr Massachusetts Range: $36.00/hr - $40.00/hr Minnesota Range: $32.00/hr - $36.00/hr New Jersey Range: $38.00/hr - $42.00/hr NYC/Long Island/Westchester Range: $36.00/hr - $40.00/hr Ohio Range: $33.00/hr - $37.00/hr Washington Range: $37.00/hr - $38.00/hr Washington DC Range: $34.00/hr - $38.00/hr
$32-45 hourly Auto-Apply 13d ago
FSM OverIT Technical Consultant, Senior Associate
Pricewaterhousecoopers 4.8
Houston, TX job
Industry/Sector Power and Utilities 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. As a business application consulting generalist at PwC, you will provide consulting services for a wide range of business applications. You will leverage a broad understanding of various software solutions to assist clients in optimising operational efficiency through analysis, implementation, training, and support. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Respond effectively to the diverse perspectives, needs, and feelings of others. Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems. Use critical thinking to break down complex concepts. Understand the broader objectives of your project or role and how your work fits into the overall strategy. Develop a deeper understanding of the business context and how it is changing. Use reflection to develop self awareness, enhance strengths and address development areas. Interpret data to inform insights and recommendations. Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Field Service Operations team you will lead the design, implementation, and enhancement of field service and mobility solutions for clients across various sectors. As a Senior Associate you will analyze complex problems, mentor others, and maintain exemplary standards while building meaningful client connections and navigating increasingly complex situations. This role offers the chance to deepen your technical knowledge and grow your personal brand while delivering exceptional solutions that meet client needs. Responsibilities - Refine client solutions by analyzing complex challenges - Mentor junior team members and provide guidance on professional practices - Navigate complex situations to deliver quality outcomes - Enhance technical knowledge in mobile platforms and related technologies - Work with cross-functional teams to confirm project success - Uphold professional standards and contribute to continuous improvement initiatives What You Must Have - Bachelor's Degree - At least 3 years of experience in consulting, designing, and implementing OverIT Solutions platform What Sets You Apart - Bachelor's Degree in Computer Engineering, Computer Science, Engineering preferred - Demonstrating flexibility in dynamic project environments - Participating in end-to-end consulting engagements - Designing and implementing business processes within OverIT Solutions - Identifying client needs and translating business requirements - Monitoring project risks and assisting in resolution - Maintaining adherence to project governance and quality standards - Contributing insights on business issues in Power & Utilities sector - Possessing hands-on experience with functional configuration and/or technical development with OverIT Solutions - Demonstrating success leading project teams in a consulting or professional services environment - Having a proven understanding of business processes related to field service, mobile workforce management, and/or asset management - Exhibiting excellent communication skills, with experience preparing and presenting complex written and verbal materials - Managing multiple priorities, meeting deadlines, and delivering high-quality work in a client-facing role 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: ************************************* 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: ***********************************
$60k-72k yearly est. Auto-Apply 9d ago
Salesforce CPQ/Revenue Cloud Director
PwC 4.8
Houston, TX 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: ***********************************
$94k-135k yearly est. Auto-Apply 60d+ ago

BDO USA jobs in Houston, TX - 676 jobs

Tax Senior, State and Local Tax - Property Tax

Assurance Senior

Manager - Penetration Tester

Accounting and Finance Consulting Senior Associate - Public Company Solutions

Sales & Use Tax Senior, State and Local Tax

Tax Supervisor - Corporate

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Salesforce Administrator

Management Consulting Manager, Energy Sector

Valuations Manager

Senior Associate - Healthcare Margin Improvement

Tax Senior Manager

Epic Consultant, Senior Associate: Epic Certified (Aura, EpicCare Ambulatory, Care Everywhere, Beaker)

Senior Manager, Management Consulting - Epic

Specialty Tax Services Intern, Business Incentives Group - Summer 2027 (Houston)

Software Engineering - Summer 2027 Internship

Tax Director, Transaction Advisory Services

Specialty Tax Services Intern, State and Local Tax - Summer 2027 (Houston)

FSM OverIT Technical Consultant, Senior Associate

Salesforce CPQ/Revenue Cloud Director

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