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BDO USA jobs in San Francisco, CA

- 1082 jobs
  • Specialty Tax Services Associate, Transfer Pricing - Summer 2026 (San Francisco)

    BDO USA 4.8company rating

    BDO USA job in San Francisco, CA

    The Tax Associate, Transfer Pricing works with a team of consulting economists to help multi-national companies correctly price their transactions between entities within their corporate group. This role assists with examining a variety of economic conditions and industry trends, evaluating clients' intercompany transactions and consulting with clients to set or substantiate prices charged between their related parties. The analysis of intercompany pricing is used to help companies with foreign and domestic tax regulations. The position requires not only strong analytical skills, but also exceptional writing and editing skills. Job Duties: Information Gathering Assists in conducting client interviews to gather information on factors that can influence how inter-company transactions are priced. The interviews may collect information as follows: Corporate structure Division of functional responsibilities among affiliated companies within the corporate group Distribution of risks among affiliated companies within the corporate group Value drivers for profitability Industry overview and competitive pressure Historical context of current circumstances Financial Analysis Analyzes the evaluation of industry data and financial data from the client, which are collectively used to benchmark or document appropriate intercompany pricing policies Performs additional financial analysis, such as the evaluation of market penetration scenarios or calculating the value of intangible property Prepares project reports for clients, which include our approach, research, quantitative analysis and final results, these are used to document the extent to which a client's intercompany prices are in compliance with foreign and domestic tax regulations and present consulting advice Prepares presentations that report to our client the results of analyses and recommendations Report Writing Writes industry overviews to provide a context for a company's current operating environment Writes descriptive functional analyses that are included in transfer pricing reports and documents Organizes and summarizes client provided information Takes interview notes and prepares detailed summaries for team members Proofreads and edits reports prior to delivering to clients Writes technical memos that describe the analytical process Additional duties: Assist with preparation of internal and external presentations, research and training materials, and knowledge-sharing communications Participates in practice improvement initiatives Other duties as required Supervisory Responsibilities: N/A Qualifications, Knowledge, Skills and Abilities: Education: Bachelors degree in Economics, Finance, Accounting, English or other relevant field of study required Economics and Finance degrees strongly preferred Experience: Internship within a professional services firm preferred, but not necessary Prior experience working within a transfer pricing practice preferred, but not necessary License/Certifications: N/A Software: Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint and Word Prior exposure to Go Systems, Bloomberg terminal, tax research databases (including Standard and Poor's or Moody's branded products) and/or other tax-related software is beneficial, but not required Language: N/A Other Knowledge, Skills & Abilities: Exceptional research and writing skills Skilled in detailed reading, proofing and editing highly technical and descriptive material Able to independently produce the initial drafts of project deliverables are written reports Effective interpersonal skills and experience with presentations or public speaking Ability to work collaboratively in small and large groups Able to communicate directly with clients in a professional and confident manner Strong analytical and basic research skills Solid organizational skills especially ability to meet project deadlines with a focus on details Capable of working in a deadline-driven environment and handle multiple projects simultaneously Able to research taxation topics and communicate or compose written analysis effectively Basic understanding of transfer pricing and the desire to learn more about the industry 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: $85,000 - $120,000 Colorado Range: $78,000 - $120,000 Illinois Range: $80,000 - $100,000 Maryland Range: $85,000 - $100,000 Massachusetts Range: $85,000 - $120,000 Minnesota Range: $72,000 - $100,000 New Jersey Range: $80,000 - $100,000 NYC/Long Island/Westchester Range: $85,000 - $120,000 Washington Range: $78,000 - $120,000 Washington DC Range: $85,000 - $100,000
    $85k-120k yearly Auto-Apply 18d ago
  • Director, Model Risk Management

    BDO USA 4.8company rating

    BDO USA job in San Francisco, CA

    The Director, Valuation & Capital Markets Analytics (VCMA) - Quantitative Financial Advisory Solutions (QFAS), is responsible for leading and delivering complex Model Risk Management (MRM) engagements across the full project lifecycle-from proposal development through execution and completion. This role will oversee the management of MRM assignments, guide and develop team members, and ensure the highest quality of client service. In addition, the Director will contribute to business development initiatives, strengthen client relationships, and support appraisal and review activities that enhance the growth of the practice. Job Duties: Executes the office's business development plan in collaboration with the MRM team, building and maintaining relationships with key executives and stakeholders to support growth across business lines and industries Leads and manage MRM services across a wide range of model families, including: Credit Risk Models: CECL, Basel, CCAR, loss forecasting, and stress testing Market & Balance Sheet Models: Valuation models and Asset Liability Management (ALM) models Compliance & Monitoring Models: BSA/AML compliance and fraud detection Oversees engagements from initiation to completion, including project setup, administrative coordination, team management, client communications, and presentations Critically reviews model functionality, evaluating methodologies and assumptions, and documenting conclusions Ensures quality controls, regulatory expectations, and BDO risk management procedures are consistently adhered to in all client deliverables Actively participates in internal and external client meetings, contributing to project execution, knowledge sharing, and relationship building Other duties as required Supervisory Responsibilities: Supervises the day-to-day workload of VCMA - QFAS staff on assigned engagements, reviewing work products for accuracy, completeness, and quality Ensures staff are trained on relevant models, methodologies, and best practices to strengthen technical capabilities Evaluates staff performance, provide constructive feedback, and assist in setting professional development goals and objectives Delivers periodic feedback and complete formal performance evaluations in a timely manner Serves as Career Advisor and mentor to designated staff, supporting career growth, professional development, and engagement within the practice Qualifications, Knowledge, Skills, and Abilities: Education: Bachelor's degree, required Master's degree and PhD, with a focus in Finance, Financial Engineering, Actuarial Science, Risk Management, Mathematics, Computer Science, Statistics, Economics, preferred Experience: Fifteen (15) or more years of experience within financial institution, finance regulators, independent advisory firms, banks, or other financial services firm, required Experience with managing a team of model developers or validators, required; Head of model development department or model validation department, preferred Experience in developing, validating or auditing a variety of models including but not limited to valuation models, CCAR/CCEL/BASEL loss forecasting, stress testing and other credit risk models, BSA/AML compliance models, Fraud, Asset Liability Management (ALM) models, etc., required A combination of industry experience with hands on knowledge of different vendor models and advisory experience with proven track record of practice development, required Expertise in understanding the model risk management regulatory landscape, such as SR 11-7, required License/Certifications: CFA, FRM, QRM, ASA or other valuation industry credentials, preferred Software: Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint, and Word, required Prior experience with Capital IQ or Bloomberg, required Prior experience with programming languages such Macro/VBA, R, Python, SAS, SQL, and other industry software, required Other Knowledge, Skills, & Abilities: Superior verbal and written communication skills Superior analytical and 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 Ability to effectively manage a team of valuation professionals and delegate work assignments as needed Capacity to build and maintain strong relationships with internal and client personnel Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel Executive presence and ability to act as primary contact on assigned engagements Ability to successfully interact with professionals at all levels Ability for intermittent travel within the US and internationally 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: $260,000 - $300,000 Maryland Range: $260,000 - $300,000 NYC/Long Island/Westchester Range: $260,000 - $300,000
    $260k-300k yearly Auto-Apply 60d+ ago
  • TAS Manager - Financial Due Diligence

    Rsm 4.4company rating

    San Francisco, CA 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. Responsibilities: Performs financial due diligence for clients who are acquiring and divesting businesses Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis Prepares detailed financial analyses to help clients evaluate their acquisition decisions and financing requirements Uses various software tools as designated by the firm Interacts with the other functional areas of the practice including tax, audit and other consulting practices Assists in preparing proposals and engagement letters Required Qualifications: A bachelor's degree, ideally with a major in accounting or finance Minimum of 5 years experience in an audit or transaction advisory practice within a national or regional public accounting or consulting firm. Prior Financial Due Diligence experience is required. Supervision / Team Leadership experience Ability to direct and manage client engagements Excellent verbal and written communication skills 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: $101,000 - $203,000 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
    $101k-203k yearly Auto-Apply 13d ago
  • Assurance Experienced Associate

    BDO USA 4.8company rating

    BDO USA job in San Francisco, CA

    The Assurance Experienced Associate will be responsible for preparing financial statements with disclosures, applying basic areas of GAAP as necessary and documenting, validating, testing, and assessing various control systems. This position may also be involved in reviews and agreed-upon procedure engagements. Job Duties: Control Environment: Applies knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures by: Identifying and considering all applicable policies, laws, rules, and regulations of the firm, regulators, or other authoritative bodies as part of engagement team Making constructive suggestions to improve client internal controls and accounting procedures Documenting and validating the operating effectiveness of the clients' internal control system GAAP: Applies knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles by: Providing support of conclusions with authoritative literature Drafting basic sets of financial statements with disclosures Researching intermediate areas of accounting and forming an initial opinion on the correct treatment independently GAAS: Applies knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement by: Developing and applying an intermediate knowledge of auditing theory, a sense of audit skepticism, and the use of BDO audit manuals Applying auditing theory to various client situations Documenting in line with BDO policy, identifying deviations and notifying more senior team members in order to obtain appropriate approvals Applying knowledge to identify instances where testing may be reduced or expanded and notifying more senior team members of the occurrence Contributing ideas/opinions to the engagement teams Methodology: Applies knowledge and application of BDO standards to guide effective and efficient delivery of quality services and products by: Completing all appropriate documentation of BDO work papers Ensuring assigned work is performed in accordance with BDO methodology and requirements Research: Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on the information by: Researching basic and intermediate accounting topics and forming an initial opinion on the treatment independently Other duties as required: Supervisory Responsibilities: N/A Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting, Finance, Economics or Statistics, required OR Bachelor's degree in other focus area and CPA certification, required Master's in Accountancy, preferred Experience: One (1) or more years of prior relevant audit experience and/or public accounting, private industry accounting or consulting/professional services experience, required License/Certifications: Eligible to sit for the CPA exams upon starting employment required and actively pursuing completion of the exams, required CPA, preferred Software: Proficient with the Microsoft Office Suite, preferred Experience with assurance applications and research tools, preferred Language: N/A Other Knowledge, Skills & Abilities: Basic understanding and experience planning and coordinating the stages to perform an audit of a basic public and/or private company Ability and willingness to travel, as needed Knowledge of internal accounting controls and professional standards and regulations (GAAP, GAAS, Sarbanes-Oxley, etc) Strong verbal and written communication skills with the ability to adapt style and messaging to effectively communicate with professionals at all levels both within the client organization and the firm Ability to successfully multi-task while working independently and within a group environment Solid analytical and diagnostic skills and ability to break down complex issues and implementing appropriate resolutions Ability to of work in a demanding, deadline driven environment with a focus on details and accuracy Solid project management skills Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $83,000 - $90,000 Cleveland, Ohio Range: $70,000 - $78,000 Colorado Range: $75,000 - $80,000 Illinois Range: $76,000 - $82,000 Maryland Range: $72,000 - $78,000 Minnesota Range: $70,000 - $74,000 NYC/Long Island/Westchester Range: $75,000 - $80,000 New Jersey Range: $76,500 - $83,000 Washington Range: $80,000 - $85,000
    $83k-90k yearly Auto-Apply 60d+ ago
  • Manager Operating Partnership - Tax Digital Services

    Rsm 4.4company rating

    San Francisco, CA job

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. Position Summary: RSM is seeking a dynamic and technically proficient Manager to join our growing Operating Partnership team. This role is ideal for a tax professional who thrives in a collaborative environment and is passionate about delivering high-quality federal partnership compliance and consulting services using advanced tax technology platforms. As our client base expands and projects become more complex, we are looking for a leader who can navigate intricate partnership structures, drive compliance excellence, and mentor junior staff through the full tax lifecycle. Key Responsibilities: Lead and manage federal partnership tax compliance and consulting engagements for a diverse portfolio of clients, including multi-tiered, complex structures, across a multitude of industries Review and oversee preparation of complex partnership tax computations and tax form preparation, including Schedule K-1s/Schedule K-3s and ensure timely and accurate filings. Apply deep technical knowledge of Subchapter K and related federal tax regulations to resolve client issues and guide strategic decisions. Leverage RSM's suite of advanced tax technology tools to streamline compliance and consulting workflows, enhance data integrity, and improve client deliverables. Collaborate with engagement teams to identify process improvements and automation opportunities. Serve as a technical resource and mentor for Senior Associates and Associates, supporting their development and onboarding. Participate in client onboarding and planning discussions, helping to manage expectations and timelines. Qualifications: Requires on of the following: CPA, JD, or EA Requires a minimum of five (5) years of experience in federal partnership tax, with a strong focus on compliance. Proven ability to manage multiple engagements and lead teams in a fast-paced environment. Experience with tax technology platforms (e.g., GoSystem, OneSource, Alteryx, or other propriety tax technology platforms) preferred. Strong communication skills and a collaborative mindset. At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $120,000 - $240,900 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
    $120k-240.9k yearly Auto-Apply 14d ago
  • Office Administrator

    BDO Global 4.8company rating

    BDO Global job in San Francisco, CA

    The Office Administrator is responsible for the overall management of the office administrative activities, including general administrative policies and procedures. This position executes decisions of the Firm, works with principals and business line leaders, and serves as the liaison between principals, staff, the local office and other offices within the Firm. The Office Administrator is charged with making all decisions regarding administrative issues within the location(s). The work associated with this position is performed onsite at one or more BDO offices. Job Duties: * Manages day-to-day operations of the facility, ensuring proper office functioning and maintaining relationships with local vendors and property management to resolve issues * Completes annual office budgets and monitor expenditures to ensure compliance with budget * Drives consistency by understanding and championing systems and processes for business lines, providing guidance to other offices, and partnering with National Real Estate for space management and logistics * Implements training programs for administrative staff, coordinates local purchasing and inventory control, and provides support to business lines as a primary or backup resource * Welcomes new employees, assists with onboarding processes, and partners with various teams to manage administrative support for activities such as events, proposals, and presentations * Other duties as required Supervisory Responsibilities: * Supervises the day-to-day workload and oversight of administrative team members * Evaluates the performance of direct and indirect reports, provides performance feedback, as appropriate, and assists in the development of goals and objectives to enhance their professional development * Ensures administrative team members are trained on all relevant software, resources, and processes Qualifications, Knowledge, Skills and Abilities: Education: * High school diploma, GED, or equivalent, required * Bachelor's degree, preferred Experience: * Two (2) or more years of management experience or five (5) or more years of administrative experience, required * Experience in a professional services firm, preferred * Prior project management experience, preferred * Prior administrative experience, preferred Software: * Proficiency in Microsoft Office Suite, required * PeopleSoft, Oracle, or comparable enterprise resource planning (ERP) software experience, preferred * Adobe Acrobat experience, preferred Other Knowledge, Skills & Abilities: * Committed to working onsite at one or more BDO offices * Superior written and verbal communication skills, including advanced knowledge of current grammar and punctuation standards allowing for proactive and successful interaction with various levels of management and firm personnel * Solid judgment and reasoning skills * Strong critical thinking skills to assess situations, apply knowledge and best practices to resolve issues * Strong management and delegation skills to effectively lead and direct administrative team * Ability to maintain a professional demeanor and level of patience when dealing with difficult situations * Ability to work in a deadline-driven environment while handling multiple projects and tasks simultaneously with a focus on details * Capable of successfully multi-tasking while working independently or within a group environment * Ability to conduct meetings, deliver presentations and speak in front of groups * Ability to demonstrate support for Firm goals, objectives and initiatives * Ability to have a proactive approach to problem-solving by providing effective solutions * Ability to generate and produce various reporting in software systems * Ability to manage high confidentiality information Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $77,000 - $128,000 Colorado Range: $75,000 - $90,000 Maryland Range: $90,000 - $115,000 Minnesota Range: $75,000 - $90,000 NYC/Long Island/Westchester Range: $95,000 - $120,000 Washington Range: $85,000 - $95,000
    $34k-42k yearly est. 56d ago
  • Assurance Experienced Senior

    BDO USA 4.8company rating

    BDO USA job in San Francisco, CA

    The Assurance Experienced Senior will be responsible for coordinating the day-to-day "in-charge" duties of planning, fieldwork, and "wrap-up" to include the preparing of financial statements with disclosures, applying most areas of GAAP as necessary and documenting, validating, testing, and assessing various control systems. This position is also responsible for acting as the client contact for basic questions and information and may be involved in reviews and agreed-upon procedure engagements. Job Duties: Control Environment Applies knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures. As Auditor in charge is responsible to the engagement manager for the day-to-day conduct of the audit work and in particular for ensuring that the field work is executed and completed as planned, in accordance with timetable, with Firm's policies and procedures and to budget Applies knowledge of transactional flow and key transactional cycles to complete audit work Documents, validates, and assesses effectiveness of internal control system Determines and communicates improvements to client internal controls and accounting procedures Supervise the work of audit staff and review workpapers and conclusions and explaining any shortcomings to them GAAP Applies knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles. Understand and effectively communicate financial statement disclosure requirements to clients Identifies and applies new pronouncements to client situations Identifies, analyzes, and discusses alternative generally accepted accounting principles for the client, when necessary, with the Manager, Senior Manager and engagement partner Identifies complex accounting issues and brings them to the attention of superiors for resolution SEC and PCAOB Applies knowledge and understanding of SEC regulations and PCAOB guidelines, and documents and communicates the application of these principles. Reads and reviews clients' SEC filings, ensuring accuracy and completeness, and also ensuring all financial information is supported in the workpapers and appropriately tested Prepares required communications to the Client and the Audit Committee Plans and executes Section 404 internal control audit including obtaining an understanding of the control environment, designing test plans, evaluating deficiencies, and assessing the overall financial reporting control environment. GAAS Applies knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement. Formulates and communicates the audit plan Applies GAAS to a variety of complex issues and consults others as appropriate Applies of audit skepticism and determines when to reduce or expand testing Uses BDO audit manuals as appropriate for the situation Documents deviations from BDO policy with approval Look for opportunities to suggest improvement to company's internal controls and prepare draft communication required by professional standards. Methodology Applies knowledge and application of BDO standards that guide effective and efficient delivery of quality services and products. Applies BDO audit approach and methodologies, including tools and technology, to execute the audit with quality, efficiency, and completeness despite pressures of deadlines Identifies and proposes outcomes to critical issues Research Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on that information. Applies knowledge of the use of internal and external research tools and selects methodology for routine research requests Researches more complex areas of accounting and forms an initial opinion on the correct treatment independently and considers and documents the impact on the client and audit engagement Documents and organizes complicated findings in a usable format, based on information obtained from Accounting Research Manager, BDO Assurance Manual, Yahoo Finance, etc. Assist the engagement manager with gathering sufficient appropriate information about the business and information system, including the accounting system, to form an adequate basis for the preparation of the audit strategy Project Management Coordinate timing of planning, fieldwork, and review with audit team and client and assist engagement executives in developing the audit engagement budget and identify appropriate resources. Develop the draft Audit Engagement Planning Memorandum, audit programs and budgets Establish with the engagement manager the responsibilities of individual audit staff for specific areas of audit work Monitor and report engagement budget to actual and advise engagement executives of possible overruns Other duties as required Supervisory Responsibilities: Supervise a team of audit professionals ranging in size from 1 to 5 Provide verbal and written performance feedback to associates Teach/coach associates to provide on the job learning Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting, Finance, Economics or Statistics, required OR Bachelor's degree in other focus area and CPA certification, required Master's degree in Accountancy, preferred Experience: Three (3) or more years of prior relevant audit experience and/or public accounting, private industry accounting or consulting/professional services experience, required Prior basic supervisory experience, preferred License/Certifications: Eligible to sit for the CPA exams upon starting employment, required, and actively pursuing completion of the exams, required CPA, preferred Software: Proficient with Microsoft Office Suite, preferred Experience with assurance applications and research tools, preferred Language: N/A Other Knowledge, Skills & Abilities: Possess proven solid verbal and written communication skills Possess people development and delegation skills Possess executive presence - needs to be able to be primary contact for the client Ability to "in-charge" all stages of the audit, including planning, fieldwork, and "wrap-up" Ability to perform the completion of an audit of a complex company Ability to prepare and/or review financial statements with disclosures in accordance with GAAP requirements. Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $95,000 - $135,000 Colorado Range: $80,000 - $105,000 Illinois Range: $85,000 - $100,000 Maryland Range: $92,000 - $110,000 Minnesota Range: $80,000 - $92,000 New Jersey Range: $96,000 - $103,000 NYC/Long Island/Westchester Range: $80,000 - $115,000 Ohio Range: $80,000 - $92,000 Washington Range: $85,000 - $105,000 Washington DC Range: $92,000 - $110,000
    $96k-103k yearly Auto-Apply 21d ago
  • IT Intern

    MacIas Gini & O'Connell, LLP 4.5company rating

    San Rafael, CA job

    General Intro: At MGO we do a lot more than crunch numbers and prepare filings. Our approach leverages input from throughout our organization - giving everyone a voice and an opportunity to make an impact. Utilizing a state-of-the-art technology platform, we go beyond the numbers to provide invaluable financial and operational insight to a diverse array of dynamic clients - from enduring institutions to disruptive start-ups. By delivering strategic guidance with a personal touch, we are reshaping ideas of what a CPA firm is capable of - and give our professionals the support to self-determine the path their career takes. Look no further! MGO is looking to add Interns! Within the MGO Internship positions, you have the opportunity to try your hand at Assurance, Tax, Client Accounting Services and many other service lines MGO has to offer. Starting off this position would be performing day-to-day professional services functions for clients. Core Responsibilities: • Complete assigned tasks/jobs • Learn the growth process (identify and communicate growth) • Assist with in office scanning • Collaborate and communicate with client and team members in a professional manner Minimum Qualifications: • Pursuing an undergraduate or master's degree in accounting or equivalent experience in accounting with sufficient course work to achieve CPA certification • Proficient in MS Office applications • Good written and verbal communication skills • Ability to work a minimum 20 hours per week, options to extend internships into school semesters may be available Success Factors: • Ability to perform several tasks concurrently with ease and professionalism. • Ability to communicate clearly and concisely, verbally and in writing, in English. • Must be able to keep client matters strictly confidential. • Must have excellent interpersonal skills and customer service skills. Why work for MGO? MGO's professionals take a holistic, multi-disciplinary approach to accounting, financial and advisory services. Our teams collaborate across internal functions and service lines to build institutional knowledge, formulate insight, and deliver efficiencies that make a difference - not only in the marketplace, but in the lives of our clients and team members. That's why we value characteristics like teamwork, communication, creativity, and leadership when building our teams. We are growing fast and new opportunities emerge every day. If you're not afraid of pushing the status quo, MGO offers a supportive setting where you can take control of your career while still enjoying the mentorship to develop new skills in an environment where you thrive. Want to learn more? Complete an application and so our team can reach out to you directly!
    $33k-44k yearly est. Auto-Apply 26d ago
  • Accounting & Reporting Advisory Experienced Senior Associate

    BDO USA 4.8company rating

    BDO USA job in San Francisco, CA

    The Accounting & Reporting Advisory Experienced Senior Associate is responsible for understanding complex accounting and reporting matters and assisting companies with the proper application of accounting standards for both public and private companies. This role assists companies with the implementation of new accounting standards as well as other accounting and reporting related projects. This role also assists with training on accounting and reporting related matters both internal and external. Job Duties: Applies technical knowledge to develop, administer and deliver training courses or presentation materials. Activities include: defining training goals supervising course development or updating, and evaluating courses facilitating training courses, and evaluating course/presentation effectiveness based on participant and presenter feedback Researches complex auditing and reporting problems, and communicates to clients in both written and verbal format Designs tools and templates for use on ARAS engagements Contribute to thought leadership pieces, conference calls and live presentations for clients and prospective clients Demonstrates thought leadership, and provides value-added insights in BDO's formal communications and in articles and speeches for external audiences Participates on professional committees Applies relevant GAAP, GAAS, SEC, PCAOB, other applicable or emerging regulations and standards and the BDO Code of Ethics and Professional Conduct with honesty and integrity Other duties as required Supervisory Responsibilities: Provides verbal and written performance reviews to Assurance associates Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting, Finance, Marketing, or Economics, required; OR Bachelor's degree in other focus area AND CPA certification, required Master's in Accountancy, preferred Experience: Three (3) or more years of experience in public accounting and/or relevant industry experience, required Supervisory experienced, preferred License/Certifications: CPA certification, preferred Software: Proficient in Microsoft Office suite, including Word, Excel, PowerPoint and Outlook, preferred Experience with accounting research databases, preferred Language: N/A Other Knowledge, Skills & Abilities: Solid understanding and proficiency of accounting standards and reporting requirements for public companies Strong leadership and management skills Superior written and verbal communication skills Advanced knowledge of GAAP and SEC Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $95,000 - $110,000 Colorado Range: $95,000 - $110,000 NYC/Long Island/Westchester Range: $95,000 - $110,000 Washington Range: $95,000 - $110,000
    $95k-110k yearly Auto-Apply 60d+ ago
  • Manager, Core Tax Services - Corporate/ASC 740

    BDO USA 4.8company rating

    BDO USA job in San Jose, CA

    The Core Tax Services (“CTS”) Manager - ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex corporate tax and ASC 740 tax issues. In this role, the Core Tax Services Manager is charged with applying knowledge to understand potential tax issues, and recognizing and communicating potential risks and potential changes in the tax policy. Job Duties: Tax Compliance Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”) Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate Communicates with issues identified in tax accrual review with Assurance clients Plans and reviews the tax process and the procedures to be performed to include: Budgeting and staffing Monitoring engagement process and actual time incurred vs. budget with assistance of Senior Timely billing including management of identified out-of-scope activity and communication to client Timely collection of A/R Manages client relationships/expectations in accordance with the project Provides advice to clients in a timely manner Research Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis Identifies complex issues to be researched by engagement team and provides research methodology for efficient research processes Trains managers/staff on research skills and helps to appropriately frame ASC 740 tax issues for analysis Involves firm specialists, as appropriate ASC 740 (fka FAS 109 and FIN 48) Tax Accruals Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding ASC 740 Applies, correctly and proactively, ASC 740, and Firm policies, standards, and BDO TQM Clearly and concisely explains and discusses components of the income tax provision and uncertain tax positions to the client as well as other complexities surrounding ASC 740 Communicates with Assurance team to timely plan tax accrual reviews, including budget, scope and delivery dates Reviews tax provisions- applies in depth knowledge of ASC 740 Reviews prepared workpapers Utilizes and manages Specialized Tax Services (“STS”), as needed Tax Consulting Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes Considers the applicability of CTS and STS consulting specialties for each client Develops and implements a work plan to include/organize the STS assistance on ongoing projects from client Serves as a technical resource Ensures client service teams comply with Firm policy; regarding Written Tax Advice (“WTA”), Provides effective assistance with exam support Frames projects and issues for effective delegation to seniors and associates Tax Specialization Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits May be required to organize and conduct effective internal CPE training sessions in area of specialization, involving Firm specialists May train and mentor managers/ seniors/associates on ASC 740 Strategy Development Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits Consistently makes suggestions as to how previous work products or approaches can be improved May lead marketing campaigns, if applicable to role Presents complex strategies to clients and prospective clients Collaborates with the Firm's National Tax and Specialized Tax Services to deliver high-quality deliverables and/or analyses on ASC 740 Other duties as required Supervisory Responsibilities: Supervises Associates and Senior Associates on all projects Reviews work prepared by Associates and Senior Associates and provide review comments Trains Associates and Seniors how to use all current software tools Acts as a Career Advisor to Associates and Senior Associates Schedules and manages workload of Associates and Senior Associates Provides verbal and written performance feedback to Associates and Senior Associates Qualifications, Knowledge, Skills and Abilities: Education: Bachelors degree in Accounting or Taxation, required Masters degree in Accounting or Taxation, preferred Experience: Five (5) or more years of prior experience, required Experience in managing the process of preparing and auditing ASC740 computations for both privately held and publicly traded clients, required Supervisory experience, required Multinational client experience, preferred License/Certifications: CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), required Software: Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, required Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process software including GoFileRoom, GoSystemRS, Caseware, BNA Depreciation Software, or comparable programs and standard tax workpapers, preferred Other Knowledge, Skills & Abilities: Superior verbal and written communication skills Ability to effectively delegate work as needed Strong analytical, research and critical thinking skills as well as decision-making skills Ability to work well in a team environment Able to develop and manage a team of tax professionals Ability to compose written tax advice Ability to effectively develop and maintain client relationships Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients 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: $102,300 - $150,000 Colorado Range: $115,000 - $135,000 Illinois Range: $105,000 - $130,000 Maryland Range: $113,000 - $120,000 Massachusetts Range: $120,000 - $127,000 Minnesota Range: $90,000 - $120,000 New Jersey Range: $115,000 - $140,000 NYC/Long Island/Westchester Range: $125,000 - $160,000 Washington Range: $86,000 - $115,000 Washington DC Range: $120,000 - $140,000
    $125k-160k yearly Auto-Apply 38d ago
  • EY-Parthenon - Deals - EY Capital Advisors - Investment Banking - Technology-Associate-San Francisco

    EY 4.7company rating

    San Francisco, CA job

    At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **EY-Parthenon - Deals - EY Capital Advisors - Investment Banking - Technology - Associate** **The opportunity** EY-Parthenon's unique combination of transformative strategy, transactions and corporate finance delivers real-world value - solutions that work in practice, not just on paper. Benefiting from EY's full spectrum of services, we've reimagined strategic consulting to work in a world of increasing complexity. With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way - enabling you to shape your future with confidence. Ernst & Young Capital Advisors, LLC (EYCA) offers investment banking services with access to a global network of EY mergers & acquisitions, debt capital markets and equity capital markets professionals. The global EY network offers a comprehensive suite of services, and EY firms consistently rank among the leading financial services firms based on the number of completed transactions globally. As an M&A Investment Banking Associate you'll work in a team setting to help provide clients with objective advice on M&A and corporate financing alternatives through highly focused industry teams with world-class, global execution capabilities. You'll be an important part of our diversely talented, highly experienced team and work at the forefront of high-profile transactions. You'll be working in a small and collaborative team environment with corporate finance and investment banking professionals on a variety of projects across a range of Technology sub sectors. **Your key responsibilities** As an M&A Investment Banking Associate you will be a vital member of the team supporting and executing M&A and corporate finance engagements. You'll be focused on analyzing financial data and identifying key trends behind the performance of a business, preparing financial models and cash flow scenarios, conducting research, and driving analyses, marketing presentations, and information memoranda. You will also help develop team members ensuring their career development. **Skills and attributes for success** + Advise companies regarding strategic and corporate finance alternatives and drive the execution of M&A transactions. + Prepare pitch books, descriptive information memoranda and related materials for M&A and capital raising mandates. + Perform extensive financial analysis, valuation analysis and pro forma financial modeling. + Identify key issues and potential areas of valuation and transaction risk within engagements. + Perform In-depth market-sector and company-specific research. + Support business development initiatives. To qualify for the role, you must have + A bachelor's degree and at least 2 years of M&A transaction experience or a graduate degree and at least 1-2 years of related work experience. + Existing Series 7 and/or 79 plus Series 63 securities licenses (in good standing) is a plus. + Strong quantitative and qualitative analytical skills, including the ability to exercise sound independent judgment. + Strong working knowledge of Excel to develop financial models, knowledge of pivot tables and using excel for in-depth modeling. + Strong communication skills + Efficient use of research databases, and technical ability to analyze data. + Excellent interpersonal and relationship-building skills with the ability to develop and maintain relationships at all levels of the organization. + You must either reside in or be in a commutable distance to your office location for this position. + The ability and willingness to travel and work in excess of standard hours when necessary. In certain circumstances, travel may be required beyond your work location based on client and project needs. Ideally, you will have + A proven record of excellence in investment banking with a focus on M&A transactions + Experience in or interest in the Technology sector + Knowledge of how to leverage firm-approved AI tools in a business setting, including Microsoft Copilot. What we look for We're interested in talented professionals with the ability to visualize our clients' goals and think creatively to facilitate them - often in time-sensitive and intense work environments. If you meet the above criteria and have an entrepreneurial spirit, and a genuine passion for taking on new challenges, this role could beis for you. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $150,000 to $185,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
    $150k-185k yearly 60d+ ago
  • Cyber Defense Forensics Analyst

    EY 4.7company rating

    San Francisco, CA job

    At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all. The exceptional EY experience. It's yours to build. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. Today's world is fuelled by vast amounts of information. Data is more valuable than ever before. Protecting data and information systems is central to doing business, and everyone in EY Information Security has a critical role to play. Join a global team of almost 950 people who collaborate to support the business of EY by protecting EY and client information assets! Our Information Security professionals enable EY to work securely and deliver secure products and services, as well as detect and quickly respond to security events as they happen. Together, the efforts of our dedicated team helps protect the EY brand and build client trust. Within Information Security we blend risk strategy, digital identity, cyber defense, application security and technology solutions as we consider the entire security lifecycle. You will join a team of hardworking, security-focused individuals dedicated to supporting, protecting and enabling the business through innovative, secure solutions that provide speed to market and business value. **The opportunity** Cyber Triage and Forensics (CTF) Incident Analyst will work as a senior member of the technical team responsible for security incident response for EY. The candidate will work as an escalation point for suspect or confirmed security incidents. Responsibilities include performing digital forensic analysis, following security incident response standard methodologies, malware analysis, identify indicators of compromise, support remediation or coordinate remediation efforts of a security incident, and develop documentation to support the security incident response process. **Your key responsibilities** + Investigate, coordinate, bring to resolution, and report on security incidents as they are brought up or identified + Forensically analyze end user systems and servers found to have possible indicators of compromise + Analysis of artifacts collected during a security incident/forensic analysis + Identify security incidents through 'Hunting' operations within a SIEM and other relevant tools + Interface and connect with server owners, system custodians, and IT contacts to pursue security incident response activities, including: obtaining access to systems, digital artifact collection, and containment and/or remediation actions + Provide consultation and assessment on perceived security threats + Maintain, manage, improve and update security incident process and protocol documentation + Regularly provide reporting and metrics on case work + Resolution of security incidents by identifying root cause and solutions + Analyze findings in investigative matters, and develop fact based reports + Be on-call to deliver global incident response **Skills and attributes for success** + Resolution of security incidents by identifying root cause and solutions + Analyze findings in investigative matters, and develop fact-based reports + Proven integrity and judgment within a professional environment + Ability to appropriately balance work/personal priorities **To qualify for the role you must have** + Bachelors or Masters Degree in Computer Science, Information Systems, Engineering or a related field + 5+ years experience in incident response, computer forensics analysis and/or malware reverse engineering; + Understanding of security threats, vulnerabilities, and incident response; + Understanding of electronic investigation, forensic tools, and methodologies, including: log correlation and analysis, forensically handling electronic data, knowledge of the computer security investigative processes, malware identification and analysis; + Be familiar with legalities surrounding electronic discovery and analysis; + Experience with SIEM technologies (i.e. Splunk); + Deep understanding of both Windows and Unix/Linux based operating systems; **Ideally, you'll also have** + Hold or be willing to pursue related professional certifications such as GCFE, GCFA or GCIH + Background in security incident response in Cloud-based environments, such as Azure + Programming skills in PowerShell, Python and/or C/C++ Understanding of the best security practices for network architecture and server configuration **What we look for** + Demonstrated integrity in a professional environment + Ability to work independently + Have a global mind-set for working with different cultures and backgrounds + Knowledgeable in business industry standard security incident response process, procedures, and life cycle + Excellent teaming skills + Excellent social, communication, and writing skills **What we offer you** The compensation ranges below are provided in order to comply with United States pay transparency laws. Other geographies will follow their local salary guidelines, which may not be a direct conversion of published US salary range/s. At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $87,700 to $164,000. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $105,200 to $186,400. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society, and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy, and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
    $105.2k-186.4k yearly 60d+ ago
  • IT Director, Risk Advisory Services

    BDO USA 4.8company rating

    BDO USA job in San Francisco, CA

    Working under the authority of a Principal, the Assurance Director, Risk Advisory Services is responsible for overseeing and delivering risk advisory services around Information Technology (IT) related activities such as Internal Audit, Sarbanes-Oxley, System Development Lifecycle and Implementation Reviews, Cyber-Security Reviews, Business Resumption/Disaster Recovery Planning, Information Technology General Controls (ITGC), Application Level IT Controls, Data Analytics, Business Intelligence/Automation, and Data Governance among other common IT related services. Additionally, the Assurance Director, Risk Advisory Services is charged with overseeing all aspects of an internal audit, SOX or consulting engagement to include planning, field work, engagement wrap up and report composition, along with providing recommendations regarding client risks. In this role, the Assurance Director, Risk Advisory Services is charged with managing a team of professionals through all stages of internal audit or consulting engagements to include planning, field work, engagement wrap up and report composition, along with providing recommendations regarding engagement economics and legal risks to the Firm. The Director is responsible for ensuring exceptional client service and high-quality engagement deliverables. The Director is also responsible for developing new business with existing clients and prospects of the Firm, including the identification of target companies. The Director also supports the practice Principal with all aspects of client pursuits, including all phases of the client proposal process. The Director is responsible for all aspects of practice administration including time entry, client contract administration, billings, collections, and adjustments to engagement realization when needed. Job Duties: Oversees the documentation and testing of application and automated controls on a wide range of software application packages Acts as a high-level contact for clients regarding all questions and information, including progress, challenges encountered, and issues identified Conducts informational interviews and facilitates meetings with client management members during engagement process, as needed Works closely with the Engagement Partner to ensure effective communication of control gaps and suggested improvements to processes, controls and overall risk management to client Audit Committee and management Ensures that the client service team appropriately analyze client's processes, risks, and controls Ensures that the client service team provides exceptional client service and develops advanced level deliverables and/or solutions to client issues Oversees the development of risk-based audit plans as well as ensures the development of efficient and effective project plans Reviews, approves, and seeks Partner approval of engagement budgets and identifies opportunities to improve engagement efficiencies Ensures the preparation of periodic and timely billings, collections and makes timely recommendations to the engagement Partner of adjustments to engagement realization, as needed Leads assigned client engagements and underlying economics to ensure engagement metrics are achieved Identifies and informs managers and staff to utilize all available research aids (as practical), including databases and trade publications, to develop understanding of client's industry Identifies, grows, and maintains strategic relationships with client personnel, including members of client management Prepares formal and informal presentations for client meetings and seeks Partner review and approval of presentations prior to delivery Collaborates with both RAS and other practice partners to bring the best solutions to our clients and prospects and thus expand our presence in the marketplace Identifies new business opportunities to expand the Risk Advisory Services practice and communicates such opportunities to his/her practice partner Works directly with the Partner to develop draft proposals and reports, and completes research, as needed Works under the supervision of the practice partner to manage marketing and business development activities within practice, including but not limited to refreshing marketing materials and website content, as needed Develops thought leadership for the RAS practice under the direction of the Partner by developing whitepapers and presentations on topics relevant to clients and the profession Fosters a positive demeanor, learning attitude and client service mentality with managers, seniors, and staff Ability to travel 20% of the time Other duties as required Supervisory Responsibilities: Supervises the workload of Sr. Managers, Managers, Senior Associates, and Associates, as needed, on assigned engagements and reviews work product Ensures Sr. Managers, Managers, Senior Associates, and Associates are trained on all relevant software Evaluates the performance of Managers, Senior Associates, and Associates and assists in the development of goals and objectives to enhance professional development Delivers periodic performance feedback and completes performance evaluations for Managers, Senior Associates, and Associates in accordance with Firm guidance Acts as mentor to Managers, Managers, Senior Associates, and Associates, as appropriate Acts as a leader and projects a professional, positive attitude toward client and firm personnel Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting, Finance, Information Systems, Business Intelligence, required MBA or other advanced degree, preferred Experience: A minimum of ten (10) years of experience with a public accounting firm or Fortune 1000 company performing Risk Assessments, internal audits, Sarbanes-Oxley Readiness services, internal control assessments, management consulting as a Financial, Operational, or Information Technology Subject Matter Expert, required Experience performing audits within a public accounting environment, required Experience performing audits of industries such as manufacturing, retail, distribution, energy, etc., required Significant supervisory experience, required Experience performing process, systems, application controls reviews, required Experience with internal controls including process control design, preparation of flowcharts & control matrices, documentation and testing of controls, and identification and reporting of control “gaps,” required Experience conducting audit planning, developing audit programs, performing testing, preparing work papers, and drafting audit reports, required Experience in client marketing to include but is not limited experience successfully managing multiple client pursuits and proposal efforts, preferred License/Certifications: Certificate of Internal Auditor (“CIA”), Certified Public Accountant (“CPA”), Certified Information System Auditor (“CISA”), or equivalent certifications, required Software: Proficient in the use of Microsoft Office Suite, including Excel, Word, PowerPoint, required Experience with PowerBI, Tableau, ACL and/or IDEA, and MS Access, preferred Experience in the use of various assurance applications and research tools as is appropriate for this level, preferred Other Knowledge, Skills & Abilities: Solid understanding and experience planning and coordinating all stages of an internal audit Knowledge of internal accounting controls and professional standards and regulations Superior verbal and written communication skills, specifically business / report writing 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 Recognition as a though leader with respect to the topics of governance, risk, and control Superior analytical and diagnostic skills and ability to break down complex issues and implementing appropriate resolutions Capability to work in a demanding, deadline driven environment with a focus on details and accuracy Ability to collaborate with partners and managers within other service lines and industries, as well as RAS leaders Solid project management skills Solid grasp of general IT control concepts Excellent people development and delegation skills, including training/instruction and engagement scheduling and budgeting Executive presence to act as primary contact for clients while preparing and presenting to clients and potential clients Ability to resolve complex business issues Capacity to build and maintain strong relationships with internal and client personnel 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: $190,000 - $235,000 Colorado Range: $190,000 - $235,000 Illinois Range: $190,000 - $235,000 Maryland Range: $190,000 - $235,000 Minnesota Range: $190,000 - $235,000 NYC/Long Island/Westchester Range: $190,000 - $235,000 Washington Range: $190,000 - $235,000 Washington DC Range: $190,000 - $235,000
    $190k-235k yearly Auto-Apply 28d ago
  • Specialty Tax Services Intern, International Tax Services - Summer 2026 (San Francisco)

    BDO USA 4.8company rating

    BDO USA job in San Francisco, CA

    The Tax Intern, International Tax Services will utilize their educational background and organizational skills while taking direction from more experienced team members to become familiar with assisting in consulting with clients on cross-border tax matters. Responsibilities will include performing tax research and analysis of various international tax issues to assist in providing international tax advice and working with software applications to assist clients with tax reporting obligations for international operations. Job Duties: Tax Consulting Assists with developing, recommending, and implementing critical thinking to provide clients with tax advice on international tax issues Gains exposure to the development of work plans for all assigned clients Learns about international tax law relevant to particular clients and how that law can be appropriately applied to client facts Monitors tax law and client factual developments on a daily basis Coordinates with BDO non-US colleagues in approximately 160 countries on how US tax rules align with foreign tax law to impact client transactions Tax Specialization Begins to develop an understanding of the technical and practical issues and opportunities regarding International taxation and explores specializing in one or more international tax areas Research Identifies when research is necessary and frames issue to be researched; identifies sources of all reliable and relevant information including information tending to contradict preferred positions; accesses those sources and retrieves that information; analyzes facts and authorities; understands their weight; and reports on analysis Assists in preparing Written Tax Advice (WTA) on international tax and cross-border transactions Tax Compliance Assists in obtaining required client information to utilize in the preparation of international tax compliance forms and US international informational reporting Begins to develop a basic level of understanding of tax compliance as evidenced by: Ability to use Firm tax compliance software to maximize efficiency in tax preparation process Understanding international tax compliance topics such as Subpart F income, Earnings and Profits adjustments and foreign tax credits and analyzing cross-border transactions for tax return impacts, including Section 351 and Section 304 transactions, liquidations under Sections 331 and 332, and reorganizations under Section 368 Tax Technology Utilizes tax research databases such as RIA, BNA, Lexis Nexis Utilizes Go Systems, and other tax-related software with some supervision ASC 740-10 Begins to develop a basic understanding of ASC 740-10 as it applies to international tax issues. Understands and applies Firm policies, standards, and the BDO Tax Quality Manual Other duties as required Supervisory Responsibilities: N/A Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree, preferred Enrolled in a Bachelors or Master's program in Accounting, Taxation or Master of Laws (LLM ) degree program other relevant field, required Experience: Leadership experience, preferred License/Certifications: J.D. or pursuing credits towards a CPA, preferred Software: Proficient in the use of Microsoft Office Suite, specifically Word, Excel and PowerPoint, preferred Experience utilizing RIA, BNA, Lexis Nexis and/or Westlaw, preferred Language: N/A Other Knowledge, Skills & Abilities: Strong written and verbal communication skills Ability to follow instructions as directed Ability to work effectively in a team setting Positive attitude and willingness to learn Seeks advice of appropriate superiors regarding issues related to compliance Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $40.00/hr - $45.00/hr Colorado Range: $35.00/hr - $39.00/hr Illinois Range: $36.00/hr - $40.00/hr Maryland Range: $34.00/hr - $38.00/hr Massachusetts Range: $36.00/hr - $40.00/hr Minnesota Range: $32.00/hr - $36.00/hr New Jersey Range: $38.00/hr - $42.00/hr NYC/Long Island/Westchester Range: $36.00/hr - $40.00/hr Ohio Range: $33.00/hr - $37.00/hr Washington Range: $37.00/hr - $38.00/hr Washington DC Range: $34.00/hr - $38.00/hr
    $32-45 hourly Auto-Apply 26d ago
  • Tax Experienced Senior, Core Tax Services

    BDO USA 4.8company rating

    BDO USA job in San Jose, CA

    A Tax Experienced Senior, Core Tax Services is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual workpapers and working with tax software applications to complete tax returns for review. In this role, the Tax Experienced Senior, Core Tax Services will act as the main client contact for general questions and information and may be charged with supervising and reviewing the work of Core Tax Services Associates. Job Duties: Tax Compliance: Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”) Manages projects by planning the tax process and the procedures to be performed with quality Answers preparer questions, and coordinates engagement from onset by communicating expectations and procedures with preparers Conducts detailed reviews on all returns and appropriate review notes for preparers; raises potential tax issues Meets internal deadlines to match the client expectations for timely delivery of service Identifies book-to-tax differences Manages projects by developing a budget; monitoring budget vs. actual; scheduling resources for project and identifying out-of-scope activity Research: Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis Applies most Firm and professional standards for preparation of WTA and tax returns ASC 740 (FAS 109 and FIN 48) Tax Accruals: Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48 Prepares provision workpapers and discusses with the appropriate team members Identify and discuss uncertain positions with team members Review & prepare footnote disclosures in compliance with 740-10-55 Utilize and manage STS Drafts tax provision memorandums Communicates with Assurance counterparts to timely plan tax accrual reviews Tax Consulting: Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes Identifies consulting opportunities to reduce client's tax liability Provides efficient and effective support for client consulting projects Gathers relevant information for controversy work, efficiently and effectively Documents all significant tax positions, clearly, correctly, and in accordance with Firm and office policies (by creating memorandums to the files - Tax issues Memos) and ensures that proper documentation is archived to GoFileRoom Strategy Development: Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits May be required to prepare studies of tax implications and offers clients alternative courses of action Other duties as required Supervisory Responsibilities: May supervise and manage the day-to-day work assignments of Core Tax Services Associates Provides verbal and written performance feedback to Core Tax Associates, as necessary Acts as mentor to Core Tax Services Associates Qualifications, Knowledge, Skills and Abilities: Education: Bachelors degree in Accounting, Finance, Economics or Statistics, required OR Bachelor's degree in other focus area and CPA certification, required Masters in Accountancy or Taxation, preferred Experience: Three (3) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, preferred Industry expertise in one or more tax specialty, preferred Prior basic supervisory experience, preferred License/Certifications: CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), preferred Possession of other professional degrees or certifications applicable to role, preferred Software: Proficient with the Microsoft Office Suite, preferred Experience with tax research databases and tax compliance process software, preferred Other Knowledge, Skills & Abilities: Solid verbal and written communication skills Able to follow instructions as directed by members of Tax Team Able to prepare simple tax returns Takes appropriate actions without being asked Seeks advice of appropriate superiors regarding issues, problems related to compliance Ability to effectively delegate work as needed Trains other team members Strong analytical, research and critical thinking skills Able to work well in a team environment Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $96,000 - $125,000 Colorado Range: $85,500 - $104,500 Illinois Range: $90,000 - $108,000 Maryland Range: $98,000 - $110,000 Massachusetts Range: $102,000 - $119,000 Minnesota Range: $80,000 - $95,000 New Jersey Range: $88,000 - $125,000 NYC/Long Island/Westchester Range: $115,000 - $130,000 Washington Range: $87,400 - $120,000 Washington DC Range: $105,000 - $117,000
    $115k-130k yearly Auto-Apply 26d ago
  • Salesforce CPQ/Revenue Cloud Director

    PwC 4.8company rating

    San Francisco, CA job

    **Specialty/Competency:** Salesforce **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 80% At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. As a Salesforce consulting generalist at PwC, you will possess a broad range of consulting skills and experience across various Salesforce applications. You will provide consulting services to clients, analysing their needs, implementing software solutions, and offering training and support for effective utilisation of Salesforce applications. Your versatile knowledge will allow you to assist clients in optimising operational efficiency and achieving their strategic objectives. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: + Lead in line with our values and brand. + Develop new ideas, solutions, and structures; drive thought leadership. + Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. + Balance long-term, short-term, detail-oriented, and big picture thinking. + Make strategic choices and drive change by addressing system-level enablers. + Promote technological advances, creating an environment where people and technology thrive together. + Identify gaps in the market and convert opportunities to success for the Firm. + Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Salesforce Quote to Cash Consulting team you will lead the design of Salesforce technology-enabled solutions that address the needs of large organizations. As a Director you will execute complex programs, support business development efforts, and drive differentiation in PwC's offerings. This role is pivotal in driving growth, shaping client engagements, and mentoring future leaders, all while fostering an environment where people and technology thrive together. Responsibilities - Oversee the execution of intricate programs and initiatives - Foster collaboration between technology and personnel to enhance productivity - Identify market opportunities to differentiate PwC's service offerings - Maintain adherence to professional standards and guidelines - Promote a culture of innovation and continuous improvement What You Must Have - Bachelor's Degree - 9 years of experience What Sets You Apart - Master's Degree in Computer Science, Computer and Information Science, Management Information Systems preferred - One or more Salesforce.com certifications preferred - Bringing functional domain knowledge of Quote-to-Cash and advising clients on trends - Crafting and presenting compelling client presentations and briefings with clarity - Leveraging storytelling to connect technology with business - Developing data-driven business cases for clients that articulate the ROI for investment for complex CPQ / Billing programs - Mentoring and developing future leaders - Promoting a culture of innovation and excellence - Possessing prior experience in the consulting industry - Experience with Agile methodologies - Understanding of monetization models: transactional, recurring, consumption-based, subscription, and project-based Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $155,000 - $410,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: *********************************** \#LI-Hybrid
    $109k-152k yearly est. 60d+ ago
  • Senior Analyst, BDO Capital Advisors

    BDO USA 4.8company rating

    BDO USA job in San Francisco, CA

    BDO Capital Advisors (BCA) is seeking a motivated Analyst with previous investment banking experience to join the firm's expanding practice in Richmond, Virginia. The ideal candidate will have a strong grasp of accounting, valuation, and modelling concepts and will possess strong written and verbal communication skills. The candidate will be expected to research prospective clients and their industries, assist in the creation of pitch materials, develop financial models and draft offering memoranda. The candidate will gain in-depth exposure to the financials and operations of companies in a wide range of industries and to the execution of investment banking transactions including mergers and acquisitions and private placements. At BCA, analysts actively participate in every phase of a client engagement and gain the skills to build a successful career in investment banking. BCA has a robust pipeline of prospective and active engagements and is seeking a candidate that can make an immediate impact. BDO Capital Advisors, a wholly-owned affiliate of BDO USA, P.C., is a leading middle market investment bank that focuses on sell-side advisory, acquisition advisory, capital raising and board advisory services. The firm has deep industry knowledge, extensive cross-border transaction experience and best-in-class deal execution capabilities. BDO's investment bankers have collectively executed hundreds of transactions for clients including family-owned and entrepreneur-led companies, public corporations and leading private equity firms. BCA professionals leverage the full depth and breadth of BDO USA's resources and sourcing network, which includes 75+ offices and over 12,000 professionals across the United States. BCA is a FINRA/SIPC member firm. The BCA team specializes in providing sell-side M&A advisory services to middle market clients with enterprise values between $25 million and $500 million. The firm has broad industry expertise having closed transactions across industries including the Manufacturing & Distribution, Consumer, Food & Retail, Healthcare & Life Sciences, Business Services, Energy & Natural Resources and Technology, Media & Telecom sectors. BCA has reach with international buyers and insight into global M&A trends via the BDO International network, which has consistently ranked as a Top 10 global M&A middle market advisor by total deal volume. BDO International Corporate Finance operates in approximately 100 countries with over 2,000 professionals who provide investment banking services for clients across the globe. Job Duties: Supports the execution and the origination of M&A transactions Develops financial models, including DCF, accretion/dilution, LBO, comparable trading, and transaction analyses Analyzes companies and industries and work directly with client management teams Prepares pitch books, offering memoranda and management presentations Organizes and manage responses to inquiries from potential investors as well as coordinate other diligence activities Manages several projects concurrently Other duties as required Supervisory Responsibilities: N/A Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree, required; focus in Finance, Accounting, or Economics, preferred Experience: One (1) or more years of investment banking, private equity or related financial services experience, preferred License/Certifications: FINRA Series 79 and 63 licenses (if not currently held, will be required shortly after hire), required Software: Proficient in of Microsoft Office Suite and research tools such as S&P CapitalIQ, FactSet, Bloomberg, and Intralinks, preferred Languages: N/A Other Knowledge, Skills & Abilities: Excellent verbal and written communication skills Strong analytical and research skills Solid organizational skills with exceptional attention to detail Ability to successfully multitask while working independently or within a group Ability to work in a deadline-driven environment and manage multiple projects simultaneously Understanding of basic accounting and valuation methodologies Ability to travel, as 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. National Range: $80,000 - $100,000 Maryland Range: $80,000 - $100,000 NYC/Long Island/Westchester Range: $80,000 - $100,000
    $80k-100k yearly Auto-Apply 18d ago
  • Utility Network GIS Consultant, Senior Associate

    PwC 4.8company rating

    San Jose, CA job

    **Specialty/Competency:** Functional & Industry Technologies **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 60% At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. In Esri consulting at PwC, you will focus on utilising Esri's software suite, such as ArcGIS, to analyse, manage, and visualise geographic data. Your work will involve working in fields such as urban planning, environmental management, natural resource exploration, transportation, and other related fields. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: + Respond effectively to the diverse perspectives, needs, and feelings of others. + Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems. + Use critical thinking to break down complex concepts. + Understand the broader objectives of your project or role and how your work fits into the overall strategy. + Develop a deeper understanding of the business context and how it is changing. + Use reflection to develop self awareness, enhance strengths and address development areas. + Interpret data to inform insights and recommendations. + Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Functional and Industry Technologies team you lead efforts in consulting, designing, and implementing GIS applications-based solutions. As a Senior Associate you analyze complex problems, mentor others, and maintain rigorous standards. You concentrate on building client relationships, developing a deeper understanding of the business context, and navigating increasingly complex situations to deliver quality work. Responsibilities - Lead consulting, design, and implementation of GIS applications-based solutions - Analyze intricate issues and develop practical solutions - Mentor and guide junior team members - Build and maintain client relationships - Develop a thorough understanding of business contexts - Navigate and manage complex situations to deliver quality work - Uphold rigorous standards in deliverables - Utilize firm methodologies and technology resources effectively What You Must Have - Bachelor's Degree - 5 years of experience What Sets You Apart - Understanding business processes and leveraging GIS application modules - Knowledge of issues in the Power and Utilities Sector - Managing engagements and maintaining project economics - Supervising teams and providing feedback - Designing and supporting business processes in a GIS environment - Understanding GIS Business Solution for utilities - Applying data conversion and GIS configuration - Building trusted client relationships - Providing guidance to less-experienced staff - Professional Engineer (PE), Project Management Professional (PMP), or American Production and Inventory Control Society (APICS) Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
    $77k-202k yearly 18d ago
  • Director, Risk Advisory Services

    BDO USA 4.8company rating

    BDO USA job in San Francisco, CA

    Working under the authority of a Practice Leader or Managing Director, the Assurance Director, Risk Advisory Services (RAS) is responsible for managing and delivering high value solutions to multiple clients in the areas of Internal Auditing and internal control, including business risk assessment and Enterprise Risk Management, business process improvement, Sarbanes-Oxley compliance, information technology audit & control, financial and operational audit, business conduct and fraud/forensic investigations. This role is charged with managing a team of professionals through all stages of internal audit or advisory engagements to include planning, field work, engagement wrap up and report composition, along with providing recommendations regarding engagement economics and legal risks to the Firm. The Director is responsible for ensuring exceptional client service and high-quality engagement deliverables. This position is also responsible for developing new business with existing clients and prospects of the Firm. The Assurance Director, Risk Advisory Services, in conjunction with the Practice Leader or Managing Director, is responsible for all aspects of project administration including time entry, client contract administration, billings, collections and adjustments to engagement realization when needed. Job Duties: Acts as a high-level contact for clients regarding all questions and information, including progress, challenges, and issues Conducts informational interviews and facilitates meetings with client management members during engagement process, as needed Works closely with the engagement Practice Leader or Managing Director to ensure effective communication of control gaps and suggested improvements to processes, controls, and overall risk management to client Audit Committee and management Ensures that the client service team appropriately analyzes client's processes, risk, and controls Ensures that the client service team provides exceptional client service and develops advanced level deliverables and/or solutions to client issues Oversees the development of risk-based audit plans and ensures the development of efficient and effective project plans Reviews, approves and seeks Practice Leader or Managing Director approval of engagement budgets and identifies opportunities to improve engagement efficiencies where possible Ensures the preparation of periodic and timely billings, collections, and makes timely recommendations to the engagement Leader or Managing Director of adjustments to engagement realization, as needed Identifies and directs managers and staff to utilize all available research aids (as practical), including databases and trade publications, to develop understanding of client's industry Identifies, grows, and maintains strategic relationships with client personnel, including members of client management Oversees the preparation of formal and informal presentations for client meetings Collaborates with RAS Practice Leader or Managing Directors to service clients and expand our presence in the marketplace, as well as other BDO practice leaders to bring the best solutions to our clients and prospects Identifies new business opportunities to expand the RAS practice and communicates opportunities to practice Partner or Managing Director Works directly with the Practice Leader or Managing Director to develop draft proposals and reports, and completes research, as needed Works under the supervision of the Practice Leader to manage marketing and business development activities within practice, including but not limited to refreshing marketing materials and website content, as needed Develops thought leadership for the RAS practice by developing whitepapers and presentations on topics relevant to clients and the profession Fosters a positive demeanor, learning attitude and client service mentality with managers, seniors and staff Meet business development targets established by the Practice Leader Travels up to 25% as much as 75% of the time, as needed Other duties as, required Supervisory Responsibilities: Supervises the workload of RAS Managers, Senior Associates and Associates on assigned engagements and reviews work product as needed Ensures RAS Managers, Senior Associates and Associates are trained on all relevant software Evaluates the performance of RAS Mangers, Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development Delivers periodic performance feedback and completes performance evaluations for RAS Managers, Senior Associates and Associates in accordance with Firm guidance Acts as mentor to RAS Managers, Senior Associates and Associates, as appropriate Acts as a leader and projects a professional, positive attitude toward client and firm personnel Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting, Finance, Management Information Systems, or Business Intelligence, required MBA or other relevant advanced degree, preferred Experience: Ten (10) years of experience within a public accounting firm or Fortune 1000 company performing Risk Assessments, internal audits, Sarbanes-Oxley Readiness services, internal control assessments, management consulting as a Financial, Operational or in Information Technology Subject Matter Expert, required Experience performing audits of specific industries (manufacturing, retail, distribution, energy, financial services, etc.), based upon the RAS practice's need, required Five (7) years supervisory experience, required Experience in client marketing and successfully participating in multiple client pursuits and proposal efforts, required Experience in a public accounting environment, preferred License/Certifications: CIA, CPA, CISA, or equivalent certifications, required Software: Proficient in the use of Microsoft Office Suite, including Excel, Word, PowerPoint, required Experience with ACL and/or IDEA, Power BI and MS Access, preferred Other Knowledge, Skills & Abilities: Able to adapt style and messaging to effectively communicate with professionals at all levels both within the client organization and the firm Able to successfully multi-task while working independently and within a group environment Able to collaborate with Partners, Managing Directors and Directors within other service lines and industries, as well as RAS leaders Superior analytical and diagnostic skills and ability to break down complex issues and implementing appropriate resolutions Capable of working in a demanding, deadline driven environment with a focus on details and accuracy Solid project management skills Experience in the use of various assurance applications and research tools as is appropriate for this level 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: $190,000 - $235,000 Colorado Range: $190,000 - $235,000 Illinois Range: $190,000 - $235,000 Maryland Range: $190,000 - $235,000 Minnesota Range: $190,000 - $235,000 NYC/Long Island/Westchester Range: $190,000 - $235,000 Washington Range: $190,000 - $235,000 Washington DC Range: $190,000 - $235,000
    $190k-235k yearly Auto-Apply 13d ago
  • Pharma Technology Consultant Senior Associate

    PwC 4.8company rating

    San Jose, CA job

    **Specialty/Competency:** Product Innovation **Industry/Sector:** Pharma and Life Sciences **Time Type:** Full time **Travel Requirements:** Up to 80% At PwC, our people in software and product innovation focus on developing cutting-edge software solutions and driving product innovation to meet the evolving needs of clients. These individuals combine technical experience with creative thinking to deliver innovative software products and solutions. In technology delivery at PwC, you will focus on implementing and delivering innovative technology solutions to clients, enabling seamless integration and efficient project execution. You will manage the end-to-end delivery process and collaborate with cross-functional teams to drive successful technology implementations. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: + Respond effectively to the diverse perspectives, needs, and feelings of others. + Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems. + Use critical thinking to break down complex concepts. + Understand the broader objectives of your project or role and how your work fits into the overall strategy. + Develop a deeper understanding of the business context and how it is changing. + Use reflection to develop self awareness, enhance strengths and address development areas. + Interpret data to inform insights and recommendations. + Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Software and Product Innovation team you are responsible for managing the identification and addressing of client needs, including building GenAI and AI solutions, documenting business processes, and designing AI/GenAI architectures. As a Senior Associate you are tasked with analyzing complex problems, mentoring others, and maintaining elevated standards. You are expected to focus on building client relationships, developing a deeper understanding of the business context, and navigating increasingly complex situations to enhance your personal brand and technical knowledge. Responsibilities - Document and refine business processes to enhance productivity - Mentor and guide team members to foster growth - Build and nurture enduring client relationships - Analyze intricate problems to develop innovative solutions - Maintain exemplary standards of quality and professionalism What You Must Have - Bachelor's Degree - 3 years of experience What Sets You Apart - Master's Degree in Biomedical Engineering, Chemical Engineering, Biology, Business Administration/Management, or Business Analytics, or Statistics preferred - Building GenAI and AI solutions - Designing AI/GenAI architectures for clients - Managing AI/GenAI application development teams - Utilizing Python and common LLM development frameworks - Experience in Machine Learning and Advanced Learning - Understanding Azure, AWS, and Google Cloud platforms - Experience with Git Version Control and CI/CD Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: *********************************** \#LI-Hybrid
    $69k-85k yearly est. 24d ago

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