Manager, Core Tax Services - Corporate/ASC 740
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
Auto-ApplyAssurance Experienced Associate
BDO USA job in San Jose, 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: $79,000 - $86,000
Colorado Range: $68,000 - $72,000
Illinois Range: $74,000 - $79,000
Maryland Range: $72,000 - $78,000
Minnesota Range: $67,000 - $72,000
NYC/Long Island/Westchester Range: $75,000 - $80,000
Washington Range: $70,000 - $80,000
Auto-ApplyLocation Services Specialist
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.
This position, under minimal to no direction, executes office operations activities and provides hands on day-to-day support to ensure the location is running efficiently. Responsible for heavy interaction with building management, vendors, internal clients, external clients, and other Enterprise Support Services personnel. Responsible, in tandem with the Location Services Manager or Supervisor to ensure the location is safe, well-maintained, and clean.
This position is responsible to support the Location Services Manager or Supervisor to coach Location Services staff as well as provide expertise to avoid building system failures. May act in the Location Services Manager's or Supervisor's absence when required. This position is responsible for assisting with the daily operations of the office including answering a multi-line telephone system for single location or multiple locations, directing callers to the appropriate individual, greeting visitors, and altering appropriate party or visitor arrival. May also provide administrative assistance, performing and working on intermediate to advanced administrative documents (Word, Excel, and PowerPoint).
This position will actively contribute to the firm culture through participation in internal and client facing activities that enhance the RSM experience.
Responsibilities:
Plans with Location Services Manager or Supervisor then executes, under minimal to no direction the completion of Location Services projects such as moves, repairs, cleaning, conference room preparation, meeting and event coordination and ensuring pantries are adequately supplied. Will also perform daily walk throughs of the location and follow up on maintenance issues raised by the Location Services Manager or Supervisor or others within the location. Will coordinate with vendors and building management on life/safety and repair items. Will escalate and provide status to the Location Services Supervisor or Manager when necessary.
Looks to streamline and improve inefficient processes in order to successfully manage ordering and maintaining inventory. Purchases and maintains inventory of facilities/janitorial supplies and equipment by monitoring inventory and reordering materials before depletion. Determines if supplies should be purchased directly from an approved vendor or put out to bid. Maintains vendor relationships, processes payments and meets with Location Services Supervisor or Manager to track and analyze total spend as it relates to the budget. When performing daily walk throughs, take note of possible issues and investigate cost efficient ways to upgrade or replace failed/failing building systems (water lines/electric lines/lighting/HVAC). Determine trends from frequent requests and advise Location Services Supervisor or Manager of necessary projects which would be cost beneficial to the Firm.
Provides routine direction and support, as necessary, in one or more of the following areas:
Mail services including distribution of mail, UPS, FedEx and other packages, coordination of courier services, researching and resolving any issues with packages that are improperly addressed or packaged, and assisting employees with mailing needs
Assisting employees with large photocopy, scanning and binding jobs, ensuring timely completion of submitted jobs
Locating and checking out client files, maintenance of client records and documents, ordering files from offsite storage facility and record retention.
Maintaining and ordering office supplies
Maintaining Location Services budget
Visitor management and reception activities ensuring quality customer service
Meeting and event coordination to include catering request and receiving orders, conference room coordination, and audio-visual equipment support
Manage the building card access systems, promptly ensuring exiting employees are termed in the systems and new cards are issued to both new employees and those who lost their IDs. Collect fees for replacement cards, as appropriate. In charge of ensuring our main entry doors remain secure and working directly with card access vendor and IT when issues arise.
Responsible for new hire/move/termination data sheet for the office. Ensure new hire/promotion seating is available, presentable and the desk drawers and locks work. Ensure terming employees' personal effects are packed up, and if necessary, shipped out. Ensure terming employee checklist is completed and files are relegated back to appropriate secure location.
Other duties as assigned
There is an expectation this position will work in-office five (5) days per week.
Qualifications:
EDUCATION
High school diploma
TECHNICAL/SOFT SKILLS (Required)
Ability to communicate both verbally and in writing with diverse audiences
Advanced Microsoft Office skills
Strong grammar and proofreading knowledge and experience
Ability to prepare chats, graphics, and tables, etc.
Ability to manage multiple tasks and projects
Basic to intermediate knowledge of lighting, HVAC, and plumbing
SPECIAL REQUIREMENTS SPECIFIC TO JOB
Able to lift up to 40 lbs.
Able to stand on your feet for extended periods of time
Must be punctual and able to adapt to changing schedules
Able to convey instructions clearly and concisely and be responsive to staff or vendors when they inquire
Effective organization and time management skills
Maintain professionalism in demeanor, conversation, and dress
Strong attention to detail
EXPERIENCE
3 to 5 years' experience in a related field or area
Demonstrated experience managing multiple projects
LEADERSHIP SKILLS (Required)
Ability to respond positively to changing circumstances, seek and implement change to drive business improvement and serve as a model of the change
Work collaboratively with Location Services Supervisors/Managers to provide support across the enterprise particularly during peak times
Work collaboratively with Location Service Manager to provide support during the business planning process
PREFERRED REQUIREMENTS
Excellent follow up
Prior experience in a professional office environment
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 in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $46,100 - $73,700
Auto-ApplyDirector, Model Risk Management
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
Auto-ApplyEnterprise Integration & Migration Director
San Jose, 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.
As a member of RSM's Application Development, Data Migration & Integration (AppDev) team, you will be key to helping our clients along the digital transformation journey with advanced software enhancements and system integrations. The AppDev team is responsible for designing, developing, and deploying solutions that deliver maximum value to our clients while ensuring long-term supportability and sustainability.
Responsibilities:
* Design and deliver comprehensive data migration and system integration projects
* Collaborate with ERP (Enterprise Resource Planning), CRM (Customer Relationship Management), and HCM (Human Capital Management) design teams in the US to understand, review, and support business requirements.
* Support clients, consultants, and developers in the design and implementation of data migration and system integrations across packaged software solutions.
* Oversee development activities and share progress updates in line with defined tools and processes.
* Demonstrate strong ownership by driving assignments to completion within agreed-upon deadlines.
* Analyze functional and technical requirements, develop time estimates, and contribute to the creation of project plans to ensure timely and efficient delivery.
* Conduct unit testing/QA and perform solution/code reviews to ensure business requirements are met and best practices are followed.
* Serve as a mentor and trainer to staff, providing guidance on technical skills, client management, problem-solving, and professional development.
* Assist with data architecture, system integration, data conversion, and system performance optimization to ensure seamless and efficient operations.
* Lead or support the development of internal intellectual property (IP), tools, and accelerators to enhance solution delivery and drive innovation.
Basic Qualifications:
* Bachelor's degree in Computer Science, Systems Engineering, Information Technology, or a related field.
* Minimum 10 years of experience with data, application development and data integrations
* Experience working with Boomi, Azure Integration Services (Azure Data Factory, Azure Functions, Azure Logic Apps, Azure Service Bus) MuleSoft, SSIS, Celigo, or other integration platforms
* This role requires a unique blend of technical proficiency, sales acumen, and presales experience to drive business growth and deliver innovative solutions to our clients.
* Ability to engage with clients to understand their business and accounting processes, applying strong business acumen to inform solution design and identify improvement opportunities.
* Proven experience delivering multiple successful implementations across ERP, CRM, HCM, and CPM systems.
* Solid understanding of software development principles, complemented by strong organizational and communication skills to effectively manage tasks and collaborate with cross-functional teams.
Preferred Qualifications:
* Strong understanding of emerging technologies and trends in data architecture, application analysis, design, and development.
* Knowledge of technical and business writing
* Proficient in technical and business writing, with the ability to create clear, concise, and audience-appropriate documentation.
* Knowledge of Microsoft Dynamics (D365), NetSuite, Salesforce, and/or Intacct are a plus
* Experience building API's using REST or SOAP
* Platform Certifications for Boomi, Azure Integration Services, MuleSoft, Alteryx, etc.
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 in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $134,000 - $269,000
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Easy ApplySenior Associate, Assurance - EBP
BDO USA job in San Jose, CA
The Audit Senior will be responsible for coordinating the day-to-day "in-charge" duties of planning, fieldwork and "wrap-up" to include the preparing of financial statements with disclosures, applying most areas of GAAP as necessary and documenting, validating, testing and assessing various control systems. This position is also responsible for acting as the client contact for basic questions and information and may be involved in reviews and agreed-upon procedure engagements.
Job Duties:
Control Environment:
Applies knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures by:
Applies knowledge of transactional flow and key transactional cycles to complete audit work
Documents, validates and assesses the design and operating effectiveness of the clients' internal control system
Identifies and communicates suggested improvements to client internal controls and accounting procedures in an effort to reduces risk within the client organization
Supervise and reviews the work of audit staff
Understands the unique internal control structure of employee benefit plans, including the reading, evaluation and application of SOC 1 Reports
GAAP:
Applies knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles by:
Communicating financial statement disclosure requirements to clients
Drafting complex sets of financial statements with disclosures
Recognizing and applying new pronouncements to client situations
Identifying, analyzing and discussing alternative generally accepted accounting principles with the Manager, Senior Manager and engagement partner and the client, as needed
Identifying complex accounting issues and brings them to the attention of superiors for resolution
Coaching less experienced team members in new areas
SEC and PCAOB:
Applies knowledge and understanding of SEC regulations and PCAOB guidelines, and documents and communicates the application of these principles by:
Reading and reviewing clients' SEC filings, ensuring accuracy and completeness, and also ensuring that all financial information is documented in the workpapers and through appropriate testing
Preparing required communications to the Client and the Audit Committee
GAAS:
Applies knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement by:
Formulating and communicating the audit plan
Applying GAAS to a variety of complex issues and consults others as appropriate
Employing audit skepticism and determining when to reduce or expand testing
Utilizing BDO audit manuals as appropriate for the situation
Documenting deviations from BDO policy, with approval
Methodology:
Applies knowledge and application of BDO standards to guide effective and efficient delivery of quality services and products by:
Coordinating the day-to-day conduct of the audit plan by ensuring the field work is executed and completed as planned, in accordance with timetable, with Firm's policies and procedures and within budget
Applying BDO audit approach and methodologies, including tools and technology, to execute the audit
Identifying and proposing outcomes to critical issues
Research
Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on the information by:
Utilizing of internal and external research tools and selecting methodology for routine research requests
Researching complex areas of accounting, forming an initial opinion on the correct treatment independently and considering and documenting the impact on the client and audit engagement
Documenting and organizing complicated findings in a usable format, based on information obtained from Accounting Research Manager, BDO Assurance Manual, Yahoo Finance, etc.
Assisting the engagement manager with gathering appropriate information about the business and information system, including the accounting system, to form an adequate basis for the preparation of the audit strategy
Developing the draft Audit Engagement Planning Memorandum, audit programs and budgets
Collaborating with the engagement manager to establish the responsibilities of individual audit staff for specific areas of audit work
Supervisory Responsibilities:
Provides verbal and written performance feedback to Audit Associates
Supervises the work assignments of Audit Associates within assigned engagement team
Other duties as required
Qualifications, Knowledge, Skills and Abilities
Education:
Bachelors degree in Accounting or equivalent required
Masters degree in Accountancy preferred
Experience:
Two (2) or more years of prior experience in public accounting or four (4) or more years of relevant professional accounting experience working for companies in general industry required.
One (1) or more years of prior supervisory experience preferred
Two (2) or more years of prior experience with employee benefit plans strongly preferred
License/Certifications:
CPA preferred
Actively pursuing completion of CPA licensing required
Other relevant license/certifications (i.e. CEBS, QPA) strongly preferred
Software:
Proficiency in Microsoft Office Suite, specifically Word, Excel and PowerPoint
Prior experience with various assurance applications and research tools beneficial
Language:
N/A
Other Knowledge, Skills & Abilities:
Solid understanding and experience planning and coordinating the stages to perform an audit of a basic public and/or private company
Knowledge of internal accounting controls and professional standards and regulations (GAAP, GAAS, Sarbanes-Oxley, etc.)
Strong verbal and written communication skills with the ability to adapt style and messaging to effectively communicate with professionals at all levels both within the client organization and the firm
Ability to successfully multi-task while working independently and within a group environment
Superior analytical and diagnostic skills and ability to break down complex issues and implementing appropriate resolutions
Capable of working in a demanding, deadline driven environment with a focus on details and accuracy
ERISA: Understanding of the Department of Labor rules and regulations for reporting and disclosure for qualified retirement and health and welfare benefit plans
IRC: Understanding of compliance and testing requirements related to employee benefit plans
Solid project management skills
Auto-ApplyTransaction Advisory Consulting Intern - Summer 2026
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.
TRANSACTION ADVISORY SERVICES CONSULTING INTERN
At RSM, interns work with large and small companies in various industries. They develop strong working relationships with clients built on understanding their businesses and challenges. Interns work on multiple team engagements each year, including several pieces of any particular assignment - not just one part. Working in a mutually respectful team environment helps our employees perform at their best and integrate their career with their personal life.
As an intern in the Transaction Advisory Consulting Services (TAS) practice, you will work closely with the other team members to provide financial due diligence of middle-market US and international businesses. The TAS group offers our clients assistance with M&A activities, buy-side due diligence, sell-side due diligence, and working capital assistance.
Examples of the candidate's responsibilities include:
Perform (as part of a team) financial due diligence for clients who are acquiring businesses
Prepare detailed financial analysis to help clients evaluate their acquisition decisions and financing requirements
Participate in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis
Interact with the other functional areas of the practice including tax, audit and other consulting practices
Represent the firm in community activities and professional association
Basic Qualifications:
Working towards a B.A. / B.S. degree or equivalent from an accredited university
Accounting major
Travel is required. Must have access to and ability to arrange for use of reliable modes of transportation to those locations
Ability to travel up to 20-30% locally and nationally
A minimum 3.5 GPA is preferred
Preferred Qualifications:
Excellent written and verbal communication skills
Ability to work as an effective member of a team
Motivated to work in a fast-paced environment
Strong computer skills, including MS Office (primarily excel and PowerPoint)
Ability to multitask
Client focused
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 require sponsorship now or in the future. This includes individuals who will one day request or require RSM to file or complete immigration-related forms or prepare letters on their behalf in order for them to obtain or continue their work authorization.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
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: $37 - $44 per hour
Auto-ApplyTechnology Risk Consulting Associate - Summer 2026
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.
RSM has exceptional career opportunities available for a Technology Risk Consultant (TRC). Our TRC associates are those seeking career growth and accelerated professional opportunities for an exciting, growing consulting practice. They are professionals who appreciate the ability to aggressively pursue their career goals while being provided the opportunity to experience a rewarding work-life balance.
Our clients depend upon effective risk management, internal audit, and governance of enterprise information technology in order to achieve their business objectives. RSM's Risk Consulting and TRC team serves middle marketing leaders globally aspiring to help transform their technology risk management and assurance capabilities to be aligned to the key risks and strategies of their organization.
TRC professionals utilize their background in accounting, business and Information Technology to provide, including:
Understanding clients' needs and expectations, their business and industry, accounting and control systems, employees and company values
Assist clients on the design and optimization of controls utilizing a general knowledge of business processes, accounting, and information technologies.
Use problem solving and critical thinking skills to quickly identify internal control deficiencies, evaluate their risk implications, and draw the appropriate conclusions to best advise our clients
Assist in creating internal control documentation to support client engagements
Engage with client leadership on strategies to anticipate emerging technology risks
Examples of commonly performed TRC projects include:
Sarbanes-Oxley (SOX)/regulatory and compliance engagements for application and IT controls
System and Controls (SOC) reporting and other controls opinion services
Information Technology controls testing in support of financial statement audits
Technical IT controls review
Internal audits over ERP systems, IT security, and other IT systems
To learn more about “a day in the life of a Risk Consultant” check out this video!
Qualifications:
Pursuing at least a B.A./B.S. degree or equivalent from accredited university , expected completion of degree by December 2026 or June 2027
There are 2 different types of individuals that we look to hire into this team:
Major in Accounting and/or related degrees
Major in Information Systems and/or related degrees
Minimum 3.0 GPA preferred
Travel to assigned client locations may be . Must have access to and ability to arrange for use of reliable modes of transportation to those locations
Excellent written and verbal communication skills
Strong multi-tasking and project management skills
Ability to work as an effective member of a team
Must possess a high degree of integrity and professionalism
Certification or working towards certification as a CPA, CISA, or CIA, preferred not
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 require sponsorship now or in the future. This includes individuals who will one day request or require RSM to file or complete immigration-related forms or prepare letters on their behalf in order for them to obtain or continue their work authorization.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
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: $72,160 - $86,100
Auto-ApplyAccounting Advisory Director - Private Equity
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.
RSM is looking for a Director to join our Accounting and Finance Consulting (AFC) practice with a focus in providing accounting and finance advisory services to private equity clients and private equity held portfolio companies.
RSM is focused on helping private equity leaders and their portfolio companies succeed. With over 1,800 private equity and venture capital client relationships and nearly 4,000 current private equity portfolio company clients, we work with our clients to create transformative value throughout the investment life cycle. Experienced in serving clients with a local, national or international presence, and across a variety of industries, our professionals bring deep industry expertise and experience advising our private equity clients on a wide range of transactions and events.
Responsibilities:
Manage multiple concurrent engagements within the AFC practice to deliver high-quality advisory services to private equity firms and their portfolio companies
Demonstrate intermediate to advanced knowledge of complex accounting concepts, including GAAP compliance, financial statement preparation and accounting policy development
Work with the National Leader on "go to market" strategy, participating in proposals, pitch meetings, and developing marketing collateral to drive business development efforts
Understand RSM's service lines and collaborate with cross-functional teams to support transactional activities, including due diligence M&A integration, and financial modeling
Provide timely, high quality client service that meets or exceeds client expectations including coordinating the development and execution of the consulting work plan and client deliverables
Collaborate directly with firm specialists/subject matter experts on complex accounting matters
Oversee engagement economics and manage appropriate resources for efficient engagement models
Anticipate and address client concerns and escalate issues as they arise; identify performance improvement opportunities
Develop others within the AFC practice through mentoring, training and advising on career development or participating in other Firm initiatives
Develop a strategy to utilize relationships external to the firm with different types of Centers of Influence to effectuate business growth
Actively read industry publications and stay up to date on industry trends, sharing relevant information with clients as considered applicable
Ensure professional development through ongoing education
Willingness to travel 25% or less of the year, depending on your clients
Required Qualifications:
BS/BA Degree in Accounting, Finance or related degree
8+ years of current or recent experience in accounting advisory services, with a focus on serving private equity clients and their portfolio companies
Strong technical accounting knowledge, including proficiency in US GAAP and SEC reporting requirements
Deep understanding of financial reporting requirements, transaction support, and regulatory compliance
Excellent team and project management skills
Experience managing client relationships and leading teams in a consulting environment
Advanced written and verbal communication skills, with the ability to build rapport and credibility with diverse stakeholders
A proven record of building profitable, sustainable client relationships
Preferred Qualifications:
CPA or equivalent certification
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
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: $126,500 - $254,700
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Auto-ApplyMicrosoft Business Central Associate - Fall 2026
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:
Design and develop in Microsoft Dynamics 365, including aspects of the core, advanced solutions, and industry specific solutions
Perform developer testing and quality assurance (QA)
Provide support of your deliverables
Report daily progress on development and issue resolution
Document requirements and assist in ERP/CRM
Required Qualifications:
Bachelor's Degree in Accounting, Finance, MIS, or related majors
0-2 years' experience
A minimum 3.0 GPA is preferred
Ability to travel to assigned locations
Knowledge and implementation of ERP/CRM systems
Ability to effectively communicate with staff and work in team environment
Preferred Qualifications:
Knowledge of both the functional and technical sides of Microsoft Dynamics 365
Experience with any/all of the following: SSRS MOSS/SharePoint Services Dynamics CRM SDK Microsoft Power Platform Programming languages such as VB.net, C#, ASP.NET, and JavaScript Experience with data integration tools
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 require sponsorship now or in the future. This includes individuals who will one day request or require RSM to file or complete immigration-related forms or prepare letters on their behalf in order for them to obtain or continue their work authorization.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
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: $75,680 - $90,300
Auto-ApplyAccounting & Reporting Advisory Experienced Senior Associate
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
Auto-ApplyManaging Director, BDO Capital Advisors - Investment Banking
BDO USA job in San Francisco, CA
The Managing Director, BDO Capital Advisors advises clients through mergers and acquisitions, and strategic solutions that complement their vision. This role is responsible for driving business development through networking, with the goal of converting prospects to clients. The Managing Director oversees and executes transactions to ensure all deliverables are met appropriately and in a timely manner. Additionally, the Managing Director oversees the workload of the execution team and will act as a mentor for the staff. The person in this role must have an entrepreneurial and metrics driven mindset, focusing on the various goals of the department thereby delivering measurable revenue results.
Job Duties:
Executes buy-side and sell-side transaction advisory engagements, managing financial and business due diligence assistance for companies, and private equity or debt investors
Engages in business development activities by marketing services to both external clients and internal partners, developing client networks, and supporting efforts in developing and executing sales and marketing strategies
Networks with prospects to build revenue producing relationships
Analyzes client's data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions
Reviews transaction documents, providing insights to clients for negotiations
Identifies pre- and post-close business opportunities and enhances go-to market strategies
Commits to satisfying internal and external customers
Performs 100% of job duties in the office
Other duties as assigned
Supervisory Responsibilities:
Manages efforts of the team providing guidance with an apprenticeship approach
Directs the due diligence meetings, and drafts and reviews tailored due diligence reports specific to key issues
Manages and coordinates the approach of clients throughout the entire transaction process
Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery
Leads the day-to-day execution of transactions, including due diligence, valuation analysis, and the negotiation of contracts and other agreements
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor's Degree in Accounting or Finance, required
MBA degree, required
Experience:
Ten (10) or more years of experience at an investment bank or similar corporate finance vertical, required
Experience at a middle market investment bank, preferred
Experience successfully managing and leading a team of vp's, associates and/or analysts both in person and remotely, preferably at a regional boutique or middle market bank, required
License/Certifications:
FINRA Series 63 and 7 or 79 licenses, or in active pursuance of licensure, required
Software:
Proficient in the use of Microsoft Office Suite, required
Language:
N/A
Other Knowledge, Skills, & Abilities:
Strong business acumen, with analytical and problem-solving skills, as well as the ability to understand how business model decisions impact performance
Comfort with ambiguity and fluid client situations
Strong time management skills with the ability to multi-task and prioritize projects to meet simultaneous, multiple deadlines in a fast-paced environment
Advanced analytical and modeling skills with attention to detail
Excellent written and verbal communication with a polished/professional demeanor
Must be a team player with the ability to work cohesively with colleagues and clients
Self-motivated and work well under pressure with pro-active follow-up skills
Ability to travel for client meetings/events during regular work hours, evenings, and/or weekends
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: $225,000 - $300,000 Maryland Range: $225,000 - $300,000 NYC/Long Island/Westchester Range: $225,000 - $300,000
Auto-ApplyAssurance Senior
BDO USA job in San Francisco, CA
The Assurance Senior will be responsible for coordinating the day-to-day "in-charge" duties of planning, fieldwork and "wrap-up" to include the preparing of financial statements with disclosures, applying most areas of GAAP as necessary and documenting, validating, testing and assessing various control systems. This position is also responsible for acting as the client contact for basic questions and information and may be involved in reviews and agreed-upon procedure engagements.
Job Duties:
Control Environment:
Applies knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures by:
Applying knowledge of transactional flow and key transactional cycles to complete audit work
Documenting, validating and assessing the design and operating effectiveness of the clients' internal control system
Identifying and communicating suggested improvements to client internal controls and accounting procedures in an effort to reduces risk within the client organization
Supervising and reviewing the work of audit staff
GAAP:
Applies knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles by:
Communicating financial statement disclosure requirements to clients
Drafting complex sets of financial statements with disclosures
Recognizing and applying new pronouncements to client situations
Identifying, analyzing and discussing alternative generally accepted accounting principles with the Manager, Senior Manager and engagement partner and the client, as needed
Identifying complex accounting issues and brings them to the attention of superiors for resolution
Coaching less experienced team members in new areas
SEC and PCAOB:
Applies knowledge and understanding of SEC regulations and PCAOB guidelines, and documents and communicates the application of these principles by:
Reading and reviewing clients' SEC filings, ensuring accuracy and completeness, and also ensuring that all financial information is documented in the workpapers and through appropriate testing
Preparing required communications to the Client and the Audit Committee
Planning and executing Section 404 internal control audits including obtaining an understanding of the control environment, designing test plans, evaluating deficiencies and assessing the overall financial reporting control environment
GAAS:
Applies knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement by:
Formulating and communicating the audit plan
Applying GAAS to a variety of complex issues and consults others as appropriate
Employing audit skepticism and determining when to reduce or expand testing
Utilizing BDO audit manuals as appropriate for the situation
Documenting deviations from BDO policy, with approval
Methodology:
Applies knowledge and application of BDO standards to guide effective and efficient delivery of quality services and products by:
Coordinating the day-to-day conduct of the audit plan by ensuring the field work is executed and completed as planned, in accordance with timetable, with Firm's policies and procedures and within budget
Applying BDO audit approach and methodologies, including tools and technology, to execute the audit
Identifying and proposing outcomes to critical issues
Research:
Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on the information by:
Utilizing of internal and external research tools and selecting methodology for routine research requests
Researching complex areas of accounting, forming an initial opinion on the correct treatment independently and considering and documenting the impact on the client and audit engagement
Documenting and organizing complicated findings in a usable format, based on information obtained from Accounting Research Manager, BDO Assurance Manual, Yahoo Finance, etc.
Assisting the engagement manager with gathering appropriate information about the business and information system, including the accounting system, to form an adequate basis for the preparation of the audit strategy
Developing the draft Audit Engagement Planning Memorandum, audit programs and budgets
Collaborating with the engagement manager to establish the responsibilities of individual audit staff for specific areas of audit work
Other duties as required
Supervisory Responsibilities:
Provides verbal and written performance feedback to Audit Associates
Supervises the work assignments of Audit Associates within assigned engagement team
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor's degree in Accounting, Finance, Economics, or Statistics, required OR Bachelor's degree in other focus area and CPA certification, required
Master's degree in Accountancy, preferred
Experience:
Two (2) or more years of prior relevant audit experience and/or public accounting, private industry accounting or consulting/professional services experience, required
Prior basic supervisory experience, preferred
License/Certifications:
Eligible to sit for the CPA exams upon starting employment, required and actively pursuing completion of the exams, required
CPA, preferred
Software:
Proficiency with the Microsoft Office Suite, preferred
Experience with assurance applications and research tools, preferred
Language:
N/A
Other Knowledge, Skills & Abilities:
Solid understanding and experience planning and coordinating the stages to perform an audit of a basic public and/or private company
Knowledge of internal accounting controls and professional standards and regulations (GAAP, GAAS, Sarbanes-Oxley, etc).
Strong verbal and written communication skills with the ability to adapt style and messaging to effectively communicate with professionals at all levels both within the client organization and the firm
Ability to successfully multi-task while working independently and within a group environment
Superior analytical and diagnostic skills and ability to break down complex issues and implementing appropriate resolutions
Ability to work in a demanding, deadline driven environment with a focus on details and accuracy
Solid project management skills
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $85,000 - $95,000
Colorado Range: $72,000 - $80,000
Illinois Range: $78,000 - $87,000
Maryland Range: $78,000 - $93,000
Minnesota Range: $70,000 - $80,000
Massachusetts Range: $81,500 - $90,000
New Jersey Range: $80,000 - $95,000
NYC/Long Island/Westchester Range: $80,000 - $115,000
Washington Range: $72,000 - $90,000
Washington DC Range: $80,000 - $100,000
Auto-ApplyUtility Network GIS Consultant, Manager
San Francisco, CA job
Industry/Sector Not Applicable Specialism Functional & Industry Technologies Management Level Manager 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.
Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
* Analyse and identify the linkages and interactions between the component parts of an entire system.
* Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
* Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
* Develop skills outside your comfort zone, and encourage others to do the same.
* Effectively mentor others.
* Use the review of work as an opportunity to deepen the expertise of team members.
* Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
* 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 Energy Resources and Utilities Enabling Technologies team you are expected to lead efforts in consulting, designing, and implementing GIS applications-based solutions. As a Manager you are expected to supervise teams to create an atmosphere of trust, seek diverse views to encourage improvement and innovation, and answer questions and provide direction to less-experienced staff. You are also responsible for designing, building, testing, and deploying GIS, understanding the GIS Business Solution for Work Management, Asset Management, and Supply Chain, and leveraging the GIS Integration Framework.
Responsibilities
* Lead efforts in consulting, designing, and implementing GIS applications-based solutions
* Supervise teams to foster a trusting environment
* Seek diverse views to encourage improvement and innovation
* Provide direction to less-experienced staff
* Design, build, test, and deploy GIS solutions
* Understand GIS Business Solutions for Work Management, Asset Management, and Supply Chain
* Leverage the GIS Integration Framework
What You Must Have
* Bachelor's Degree
* 5 years of experience
What Sets You Apart
* Participating in the improvement of business processes
* Understanding issues in the Power and Utilities Sector
* Identifying and addressing client needs
* Supervising teams to create an atmosphere of trust
* Designing, implementing, and supporting business processes in GIS
* Designing, building, testing, and deploying GIS solutions
* Understanding GIS Business Solution for Work Management
* Utilizing data conversion and GIS configuration
* Building collaborative relationships with clients
* Master's Degree preferred
Travel Requirements
Up to 60%
Job Posting End Date
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $99,000 - $232,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. 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: ***********************************
Auto-ApplyTransaction Advisory Consulting Associate - Fall 2026
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.
TRANSACTION ADVISORY SERVICES CONSULTING ASSOCIATE
At RSM, associates work with large and small companies in various industries. They develop strong working relationships with clients built on understanding their businesses and challenges. Associates work on multiple team engagements each year, including several pieces of any particular assignment - not just one part. Working in a mutually respectful team environment helps our associates perform at their best and integrate their career with their personal life.
As an Associate in the Transaction Advisory Consulting Services practice, you will work closely with the other team members to provide financial due diligence of middle-market US and international businesses. The Transaction Advisory Services practice offers our clients assistance with M&A activities, buy-side due diligence, sell-side due diligence, and working capital assistance.
Examples of the candidate's responsibilities include:
Perform (as part of a team) financial due diligence for clients who are acquiring businesses
Prepares detailed financial analysis to help clients evaluate their acquisition decisions and financing requirements
Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis
Interacts with the other functional areas of the practice including tax, audit and other consulting practices
Represents the firm in community activities and professional association
Basic Qualifications:
Minimum B.A. / B.S. degree or equivalent from an accredited university by the time employment commences
Accounting major
Travel is required. Must have access to and ability to arrange for use of reliable modes of transportation to those locations
Ability to travel up to 20-30% locally and nationally
A minimum 3.5 GPA is preferred
Preferred Qualifications:
Excellent written and verbal communication skills
Ability to work as an effective member of a team
Motivated to work in a fast-paced environment
Strong computer skills, including MS Office (primarily excel and PowerPoint)
Ability to multitask
Client focused
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 require sponsorship now or in the future. This includes individuals who will one day request or require RSM to file or complete immigration-related forms or prepare letters on their behalf in order for them to obtain or continue their work authorization.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
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: $72,160 - $86,100
Auto-ApplyOffice Administrator
BDO USA 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
Auto-ApplySalesforce CPQ/Revenue Cloud Director
San Francisco, CA job
Industry/Sector Not Applicable Specialism Salesforce Management Level Director At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives.
As a Salesforce consulting generalist at PwC, you will possess a broad range of consulting skills and experience across various Salesforce applications. You will provide consulting services to clients, analysing their needs, implementing software solutions, and offering training and support for effective utilisation of Salesforce applications. Your versatile knowledge will allow you to assist clients in optimising operational efficiency and achieving their strategic objectives.
Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
* Lead in line with our values and brand.
* Develop new ideas, solutions, and structures; drive thought leadership.
* Solve problems by exploring multiple angles and using creativity, encouraging others to do the same.
* Balance long-term, short-term, detail-oriented, and big picture thinking.
* Make strategic choices and drive change by addressing system-level enablers.
* Promote technological advances, creating an environment where people and technology thrive together.
* Identify gaps in the market and convert opportunities to success for the Firm.
* Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Salesforce Quote to Cash Consulting team you will lead the design of Salesforce technology-enabled solutions that address the needs of large organizations. As a Director you will execute complex programs, support business development efforts, and drive differentiation in PwC's offerings. This role is pivotal in driving growth, shaping client engagements, and mentoring future leaders, all while fostering an environment where people and technology thrive together.
Responsibilities
* Oversee the execution of intricate programs and initiatives
* Foster collaboration between technology and personnel to enhance productivity
* Identify market opportunities to differentiate PwC's service offerings
* Maintain adherence to professional standards and guidelines
* Promote a culture of innovation and continuous improvement
What You Must Have
* Bachelor's Degree
* 9 years of experience
What Sets You Apart
* Master's Degree in Computer Science, Computer and Information Science, Management Information Systems preferred
* One or more Salesforce.com certifications preferred
* Bringing functional domain knowledge of Quote-to-Cash and advising clients on trends
* Crafting and presenting compelling client presentations and briefings with clarity
* Leveraging storytelling to connect technology with business
* Developing data-driven business cases for clients that articulate the ROI for investment for complex CPQ / Billing programs
* Mentoring and developing future leaders
* Promoting a culture of innovation and excellence
* Possessing prior experience in the consulting industry
* Experience with Agile methodologies
* Understanding of monetization models: transactional, recurring, consumption-based, subscription, and project-based
Travel Requirements
Up to 80%
Job Posting End Date
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $155,000 - $410,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
Auto-ApplySpecialty Tax Services Intern, International Tax Services - Summer 2026 (San Francisco)
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
Auto-ApplySpecialty Tax Services Associate, Transfer Pricing - Summer 2026 (San Francisco)
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
Auto-ApplySAP - Delivery Excellence - Deployment Manager - Location OPEN
Palo Alto, 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.
Our objective is to provide clients with a unique business perspective on how to leverage SAP technology to improve their operations. This is rooted in EY's SAP service line capabilities (Supply Chain, FICO, BPC, Data & Analytics, Customer, Tech/Arch and SuccessFactors) that are focused on helping clients improve performance and increase productivity.
**The opportunity**
As a Deployment Manager, you will primarily focus on executing large SAP implementation procedures. You will collaborate with business stakeholders, the project team, and third parties to execute project plans across three pillars of Deployment: Business/Site Readiness, Cutover, and Hypercare. Your responsibilities will include working closely with the Deployment Lead to define and execute business readiness, cutover, and hypercare strategies. This entails managing site readiness plans, developing and executing cutover plans, and overseeing post-go-live support and reporting.
In this role, you will interact with business stakeholders to evaluate business models, processes, and operations. You will gather, understand, and analyze business requirements, translating them into technical specifications. Additionally, you will analyze newly implemented technology solutions to ensure they meet business requirements and collaborate with technical teams to design and deliver system architecture solutions.
**Your key responsibilities**
As a Manager in Technology Analysis, you will play a pivotal role in managing and delivering complex technical initiatives. You will face challenges that require innovative problem-solving and analytical skills, providing you with opportunities to grow and learn in a dynamic environment.
+ Lead workstream delivery and ensure effective management of processes and solutions.
+ Track deliverable completion and project status, ensuring alignment with performance objectives.
+ Actively participate in client working sessions, leading workstreams from planning through execution and closure.
**Skills and attributes for success**
To thrive in this role, you will need a blend of technical and interpersonal skills. Your ability to build relationships and communicate effectively will be crucial in delivering exceptional client service.
+ Strong analytical skills to develop solutions to complex problems.
+ Proven ability to manage engagement economics and resource planning.
+ Experience in leading teams and managing change effectively.
+ Ability to identify opportunities for additional services and lead specific RFP responses.
+ Proven ability to drive complex project plans to completion by proactively identifying risks and enacting relevant mitigations.
**To qualify for the role, you must have**
+ A bachelor's degree (4-year degree).
+ Typically, no less than 4 - 6 years relevant experience.
+ Proven experience in executing large SAP implementation procedures.
+ Experience in managing site readiness plans and ensuring successful execution.
+ Proficiency in developing and executing cutover plans.
+ A flexibility and willingness to travel to meet client needs; travel is estimated at 40-60%.
**Ideally, you'll also have**
+ Experience in managing client relationships and expectations.
+ A strong background in technology analysis and implementation.
**What we look for**
We seek individuals who are not only skilled in their technical domain but also possess the qualities of leadership, collaboration, and innovation. Top performers are those who can navigate complex challenges with agility and drive impactful results through their strategic thinking and interpersonal skills.
\#FY26SAP
**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 $142,600 to $261,500. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $171,200 to $297,200. 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 ************************** .