Calvetti Ferguson jobs in Dallas, TX - 24 jobs

Calvetti Ferguson is a leading CPA and advisory firm that's more than just numbers. We're a team of passionate professionals who are dedicated to empowering businesses and individuals to achieve their financial goals. We believe in fostering a collaborative and supportive environment where you can grow your career, expand your expertise, and make a real impact. In your role as Assurance Senior, you will support the execution of audit fieldwork and ensure that assigned tasks are conducted economically and per agreed client and Firm standards on a series of exciting and challenging Assurance engagement projects. During your tenure as an Assurance Senior, you will demonstrate and develop the ability to: Support the delivery of engagements/projects in specific area of competency; Assist in identifying client needs and problem technical issues that arise and propose resolutions to address these; Raise issues with the Assurance Seniors and Managers as identified in area of focus that may affect the quality of delivery or timelines of the engagement; Maintain quality and timely delivery as per Service Level Agreements with clients; Actively build business relationships that generate leads, identify opportunities for follow-on work and work with management to win the business; Assist in development of client presentations/discussion documentation; Assist in managing engagement risk in line with Calvetti Ferguson policies; Maintain clear communication channels with engagement team members on work status; Maintain own development and knowledge in specialized area; and Comply with auditing and accounting standards, relevant laws and regulations (including specific local laws and regulations), ethical standards, independence requirements and the Firm's quality control procedures. Qualifications A Bachelor's degree from a recognized university. Currently pursuing Certified Public Accountants (CPA) designation Thorough knowledge of Financial Reporting Standards and Auditing Standards. Proficient in Auditing software. At least two (2) years' professional audit working experience. Experience with a Big 4 or Regional auditing firm is an added advantage. Experience with private equity and real estate fund clients is an added advantage. Please note that Calvetti Ferguson does not provide immigration or work visa sponsorship. * * * * * NOTICE TO 3rd PARTY RECRUITERS Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Calvetti Ferguson by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Calvetti Ferguson. Calvetti Ferguson will not be responsible for or owe any fees associated with referrals of those candidates and/or for submission of any information, including resumes, associated with individuals. At Calvetti Ferguson, you'll be part of a dynamic and growing firm that values your contributions and empowers you to reach your full potential. If you're looking for a challenging and rewarding career in accounting and advisory, we invite you to join our team.

Join one of the fastest growing transaction advisory services practice in the country, where your talent and efforts are valued. Thrive in BDO's entrepreneurial environment with an innovative and flat organizational structure. Be challenged based on your abilities and not your title. Be part of the number one middle market deals team, and truly experience the opportunity of being an immediate contributor with real opportunities for career advancement. Work with industry leaders, technical experts and most importantly, people you enjoy spending time with. While BDO prides itself on the Firm's work quality, it equally values work/life fit for its professionals, allowing them to focus on what's important to them outside the office. The Transaction Advisory Services Manager is responsible for managing financial, accounting and operational due diligence engagements. Job Duties: Plans and oversees the due diligence process, and applies knowledge and application of BDO standards to ensure effective and efficient delivery of quality services and products Analyzes financial and operating results within the context of a proposed transaction Performs industry, company and technical accounting research to assist the client in making informed decisions that impact the proposed transaction Conducts on-site and/or phone interviews with C-level personnel at target company Identifies and proposes appropriate resolutions to critical issues related to the M&A process Composes financial due diligence report, highlighting the key quality of earnings, working capital and debt-like issues that may have an impact on the proposed transaction Manages the relationship and information flow between BDO, client and target company Partners with TAS Senior Managers, Directors and Principals to identify and pursue business development opportunities through industry and network relationships Builds new relationships, and maintains existing relationships with BDO professionals in other lines of business Researches and develops proposal documents, and may participate in presentations in pursuit of acquiring new clients Other duties as required Supervisory Responsibilities: Schedules and supervises the tasks and project assignments of TAS Associates and Senior Associates Reviews work product prepared by TAS Associates and Senior Associates, and provides review comments and edits Develops TAS Associates and Senior Associates by identifying and providing on-the-job and formal training and professional development opportunities Provides verbal and written performance feedback to TAS Associates and Senior Associates throughout the fiscal year and as part of the annual performance review process Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting, Business Administration, or Finance, required Experience: Five (5) or more years of public accounting experience, required Two (2) or more years of TAS experience, preferred Experience interacting and working directly with C-level personnel, preferred License/Certifications: CPA, CPA candidate, or CA, preferred Software: Proficient with Microsoft Office Suite, specifically Word, Excel and PowerPoint, required Language: N/A Other Knowledge, Skills & Abilities: Strong verbal and written communication skills, specifically business writing Ability to interact with and adapt communication style to successfully convey messaging and objectives to all levels of management Exhibits executive presence, intellectual curiosity and analytical thinking. Capable of initiating and maintaining solid relationships with all levels of client personnel, as well as utilizing network and industry relationships to identify business development opportunities Capable of working in a demanding, deadline-driven environment independently and within a team dynamic while effectively managing unexpected issues and/or questions in a professional manner Ability to analyze large volumes of data to identify potential issues and propose the most appropriate resolutions within the context of a transaction Required to maintain the highly confidential nature of information Excellent project management skills with ability to produce quality work with an attention to detail Strong knowledge of technical accounting areas such as US GAAP Ability to travel as needed Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $100,000 - $170,000 Maryland Range: $100,000 - $170,000 NYC/Long Island/Westchester Range: $140,000 - $170,000

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

Within the Special Projects Group in Transaction Advisory Services (the Managing Director is responsible for advising clients on U.S. federal income tax issues associated with mergers and acquisitions. The Managing Director in this role will be the primary client contact for technical tax work. Tax technical work may involve structuring and restructuring, consolidated return subsidiary share basis and earnings and profits analyses, Section 1202, and transaction cost analyses, with the primary focus of the role will be on Section 382 consultative projects, with the foregoing workstreams occurring in the context of Section 382 projects. In addition to serving in a lead client-facing role, it is expected the Managing Director will interface with professionals in the firm to help drive technological innovation with respect to Section 382 analyses. The responsibilities of this role will include working with BDO counterparts in India to increase capacity for Section 382 consulting, training the TAS team and overall tax practice as to Section 382 tax technical topics, and improving BDO's deliverables, tools, and templates related to Section 382. This position will review work prepared by Associate, Senior Associate, Manager, Senior Manager, and Director professionals in the Transaction Advisory Services Group, and work with Principals on client optimization strategies. In addition, the Managing Director will be involved in the marketing, networking, and business development within an area of expertise and specialization and may be asked to provide written tax advice to clients. Job Duties: Tax Specialization Understands the technical and practical issues and opportunities regarding the taxation of corporate mergers, acquisitions, and restructurings involving corporate entities, including (but not limited to): Form and ramifications of various taxable asset and stock transactions Purchase price allocation rules Section 338(h)(10), Section 338(g), and Section 336(e) elections Application of Section 1202 to stock dispositions Net operating loss and credit limitation rules (e.g., SRLY, Sections 382, 383, and 384); Consolidated return regulations related to basis and E&P adjustments; Tax considerations for subsidiaries joining or leaving a consolidated group, such as the circular basis adjustment rules, the unified loss rule, NOL allocation rules, excess loss accounts, deferred intercompany transactions, triggering events, excess loss accounts, etc. Nonrecognition transactions and general requirements Transaction costs and rules related to deductibility and capitalization Serves as a primary technical resource for the technical practice areas described above for the Firm and its clients, including with respect to the broader tax practice Tax Consulting Reviews calculations of anticipated tax ramifications of an asset deal relative to a stock deal Reads and comments on stock purchase agreements and asset purchase agreements Reviews and analyzes purchase price allocations Conducts and reviews transaction costs analyses Provides tax consulting services to the broader tax practice on tax issues and opportunities with respect to corporate mergers, acquisitions, restructurings, and tax attributes Leads Section 382 studies and works with the Special Projects Group Leader to drive BDO's overall strategy with respect to Section 382 Reviews step plans for legal entity rationalization/restructuring transactions, including pre-transaction restructurings, post-deal integration entity alignments, and other reorganizations Reviews opinions, memoranda, and conducts tax technical research and analysis Reviews stock basis and E&P analyses for consolidated groups Reviews inside and outside basis analyses for C corporations Frames projects and issues for effective delegation to directors, senior managers, managers, senior associates and associates Reviews structure decks for taxable and nonrecognition transactions between unrelated third parties Research Identifies when research is needed, clearly and concisely frames issues to be researched, and clearly and concisely reports the analysis Applies most Firm and professional standards for preparation of WTA and tax returns Involves additional firm specialists, as appropriate Strategy Development Introduces and develops new or improved ideas for clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits Reviews studies of tax implications and offers clients alternative courses of action Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods Other duties as required Supervisory Responsibilities: Supervises associates, senior associates, managers, senior managers, and/or directors on all projects Reviews work prepared by associates, senior associates, managers, senior managers, and directors and provides review comments Trains associates, senior associates, managers, senior managers, and directors on how to use all current software tools and to improve tax technical skills Acts as a Career Advisor to associates, senior associates, managers, senior managers, and directors Schedules and manages workload of associates, senior associates, managers, senior managers, and directors Provides verbal and written performance feedback to associates, senior associates, managers, senior managers, and directors Qualifications, Knowledge, Skills, and Abilities: Education: Bachelor's degree, required; major in Accounting, Finance, Economics, or Statistics, preferred Juris Doctor (JD) or Master of Laws (LLM) with a focus on Tax, preferred Master's degree in Accounting or Tax, preferred Experience: Ten (10) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or legal experience in three or more of the areas listed below, required: Knowledge of Section 382, and experience in preparing, reviewing, and auditing Section 382 studies Knowledge of the consolidated return regulations, specifically experience in preparing, reviewing, and auditing consolidated subsidiary share basis and earnings and profits analyses Knowledge of Section 1202 and experience preparing and reviewing Section 1202 analyses Experience in preparing, reviewing, and auditing deliverables related to transaction structuring, legal entity rationalization, and post-transaction structural integration Experience in preparing, reviewing, and auditing transaction cost analyses Experience in drafting technical tax memorandums and opinions to support client positions License/Certifications: CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), Internal Revenue Service Enrolled Agent (“EA”), or the equivalent of one of these designations, required Possession of other professional degrees or certifications applicable to the role, preferred Software: Proficient with the Microsoft Office Suite, preferred Experience with tax research databases, including Checkpoint, Bloomberg, and CCH Intelliconnect, preferred Language: N/A Other Knowledge, Skills, & Abilities: Superior verbal and written communication skills Ability to effectively delegate work as needed Strong analytical, research and critical thinking skills as well as decision-making skills Ability to work well in a team environment Ability to develop team of tax professionals Ability to compose written tax advice Ability to effectively develop and maintain client relationships Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to client Demonstrates a high level of integrity Ability to adapt quickly in uncertain or unstructured situations Excellent communication skills, with the ability to give and receive criticism and feedback constructively Ability to simplify complex issues for client and non-tax professional understanding Ability to utilize and improve digital tools to reduce hours and optimize engagement efficiency Intellectually curious, motivated to deliver work of the highest quality, and driven to expand knowledge of tax technical matters, BDO's business, its clients, and the team Ability to lead by example, demonstrating to less experienced professionals the importance of continual personal and professional growth Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. Washington DC Range: $250,000 to $350,000

BDO is a place for energetic self-starters who can think and act like entrepreneurs. The Tax Intern, Core Tax Services will be responsible for utilizing their educational background as well as organizational skills in the service of firm's client base through the preparation of returns and extensions under the supervision of more experienced Core Tax Services professionals. This opportunity will allow you to gain a unique hands-on perspective on our firm's practices and people, as well as beginning to forge the critical relationships that will help maximize your chance for success in your career. Job Duties: Tax 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”) Effectively uses referencing system and workpapers that ties to the return Completes tasks and organizes file to minimize rework by reviewer Ensures data is collected to comply with filing requirements Takes initiative on impending due dates/engagement letters Works with tax software applications to complete simple tax returns for review Performs quarterly estimates and prepares extensions Assists with responses to notices from the Internal Revenue Service Assists in the projection of year-end filings ASC 740-10 (FAS 109 and FIN 48) Tax Accruals Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48 Assists with components of income tax provisions Tax Consulting Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes Operates online research tools to gather pertinent tax information Monitors tax law and client factual developments on a regular basis, daily or weekly but at least bi-weekly Develops and communicates to client service team personnel, viewpoints regarding how those developments might affect clients Other duties as required Qualifications, Knowledge, Skills and Abilities: Education: Enrolled in a Bachelors or Masters program in Accounting or other relevant field required Pursuing a masters degree in Accounting or other relevant field preferred Experience: Leadership experience preferred License/Certifications: Actively pursuing school credits to become a CPA Software: Proficient in Microsoft Office Suite, specifically Word, Excel and PowerPoint Other Preferred 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 Ability to prepare simple tax returns 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: $34.00/hr - $38.00/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: $34.00/hr - $42.00/hr NYC/Long Island/Westchester Range: $36.00/hr - $40.00/hr Washington Range: $37.00/hr - $38.00/hr Washington DC Range: $34.00/hr - $38.00/hr

CapinCrouse LLP is pleased to be working with a confidential client to help fill their Controller position. The organization's information will be disclosed to serious applicants. THE ORGANIZATION For over 160 years, this organization has held forth God's word of love and life in downtown Dallas. Our vision today continues that tradition: Embrace God's vision for a just and merciful world where all are fed, all are healed, all are freed, and all are home, through our worship, education, and service ministries. The Congregation This organization has a diverse congregation comprised of people from all walks of DFW and is governed by a 15-member Session. In carrying out the ministries that define our congregation, we provide community support through our many shared services with a focus on childhood education and homeless outreach in an urban environment. Many church ministries are supported by this organization's foundation. The Foundation manages a $31,000,000 endowment that provides funds for the church operating budget and grants to many other community organizations. Job Description POSITION DESCRIPTION This organization is seeking a Controller who is accountable for the accounting operations of the organization, including the production of periodic financial reports, maintenance of an adequate system of accounting records, and a comprehensive set of controls and budgets designed to mitigate risk, enhance the accuracy of the reported financial results and ensure that reported results comply with generally accepted accounting principles. This position also would entail analysis and forecasting of the financial position of the church. This position reports to the Senior Executive Director, who reports to the Senior Pastor. Responsibilities include but are not limited to: Management Participate in the management of accounting and finance personnel Develop and plan department objectives, with the Executive Pastor and staff, including short and long-term accounting projects to improve budgeting and accounting processes and systems Oversee the operations of the accounting department, including the design of an organizational structure adequate for achieving the department's goals and objectives Maintain a documented system of accounting policies and procedures Assist and direct the selection and training of departmental personnel, performance reviews, merit increase recommendations, promotions, and disciplinary actions Lead and/or attend a variety of meetings with management and department staff to review and discuss accounting and financial matters and systems Work with the staff on the ground to oversee the accounting operations of the ground, especially the control systems, transaction-processing operations, and policies and procedures, to assure consistency throughout the organization. Reporting and Control Direct and perform financial accounting functions to ensure timely and accurate reporting of financial information including all standard financial statements. Assume overall responsibility for the accuracy of financial reporting as well as payroll, accounts payable and receivable, cash accounting, program and grant accounting, and fixed assets accounting Coordinate the preparation for and the completion of the annual audit, including receiving, all necessary financial information from all entities. Develop and monitor processes and procedures to ensure internal financial controls are in place to safeguard the organization's assets Develop and report financial and operating metrics to assess effectiveness of operations Perform accounting and tax research when necessary Participate in the annual budget process working with the Executive Director and staff, assisting as needed at various stages of the process Provide financial analyses as needed for reporting and planning purposes Assure integrity of the accounting software systems is maintained Compliance Develop and implement policies and procedures to ensure compliance with regulatory agencies Coordinate and participate in the completion and filing of the IRS Form 990s for various entities, working with the outside accounting firm Oversee compliance with local, state, and federal government reporting requirements and tax filings. Qualifications REQUIREMENTS The ideal candidate will have: A bachelor's degree in Accounting, finance or a related field A master's degree (MBA, MPA or related field) preferred CPA preferred Experience with financial forecasting and budgeting. At least five years of church management experience or faith-based non-profit management experience in an organization with multiple operating entities Demonstrated experience in coordinating numerous groups toward common objectives Be self-directed and able to identify priorities in the context of both formal and informal objectives Be able to work independently and collaboratively within a team Be able to both take and share authority as well as the ability to both lead and follow. Additional Information COMPENSATION Competitive range of $75-85,000 (based on experience) with benefits, further disclosed to interviewed applicants.

The Assurance Senior, IS Assurance is responsible for assisting in the planning of the IT audit engagement and executing the IT risk assessment and control evaluation to determine impact of controls on financial audit procedures. In this role, the Assurance Senior, IS Assurance will be charged with designing and executing procedures to understand and test the client IT environment and related IT general controls (ITGCs) including, but not limited to, IT system logical access, change management, and IT operational controls, as well as testing business process controls, key reports, and information produced by entity (IPE) for various client industry environments. Additionally, the Assurance Senior, IS Assurance will be responsible for providing training, mentoring and technical guidance to IS Assurance Associates. Job Duties: Risk and Controls Focus Applies knowledge and understanding of IT risks and controls by: Understanding and documenting client environments and the impact that IT has on related audit risks Identifying controls that help mitigate the risks associated with IT in relation to the client environment Obtaining and documenting an understanding of the client control environment, designing test procedures, conducting, and documenting tests of controls Documenting results of procedures, as well as deficiencies, and assessing the impact of these procedures on the overall financial reporting control environment Reading and reviewing client information and control documentation, ensuring accuracy and completeness of information, and ensuring that all supporting information is documented in the workpapers, and appropriate testing is performed Identifying complex issues and bringing them to the attention of the team and management where necessary for resolution Communicating to the client areas to improve processes, strengthen controls, mitigate risks, and/or increase efficiency Developing and maintaining relationships with client personnel and management Professional Competence 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: Applying knowledge of auditing theory, a sense of professional skepticism, and the use of BDO audit manuals Applying auditing standards and methodology to various client situations Identifying complex issues, including deviations, and working through complex situations collaboratively with the team and client, seeking the counsel of BDO technical experts as needed Applying knowledge to identify instances where testing may be reduced or expanded and providing counsel to the members of the audit team Preparing and communicating results of procedures to the client Other Applies knowledge and understanding of governing principles; and documenting and communicating an understanding and application of these principles by: Planning and executing IT audits, including obtaining an understanding of the IT environment, risk and controls, and designing and executing procedures to evaluate them Building a knowledge base by reading and understanding methodology, relevant standards, and regulations Reading and reviewing clients' information and documentation, ensuring accuracy and completeness, and ensuring that all supporting information is documented in the workpapers and through appropriate testing Applying BDO methodology, industry standards and guidance, and new pronouncements to client situations Supervisory Responsibilities: Establishes deadlines and executes procedures and oversight to meet set deadlines Sets the tone for teamwork by supporting others in their work and delivering on commitments made to team members and clients Reviews work performed by associate staff, provides feedback, and detail-reviews all procedures performed Teaches/coaches associate team members to provide on-the-job learning Tracks status, schedule, and budget for reporting to the team and the client Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting, Computer Science, or Information Systems, required Master's degree in Information Systems or other relevant advanced degree, preferred Experience: More than two (2) years of IT audit and/or related risk and controls experience, required More than one (1) years of supervisory experience, required Public accounting experience, highly desired Proficient with PCAOB and AICPA audit standards, required Performing audit test of design, implementation and operating effectiveness procedures for public companies preferred Experience with performing review of and testing around third-party attestation (SOC) reports, preferred License/Certifications: CPA, CISA, CISM, CRISC, CGEIT, CISSP and/or CFE certification, strongly preferred Software: Proficient in the use of Microsoft Office Suite, required Exposure to various industry ERP applications, highly preferred Language: N/A Other Knowledge, Skills & Abilities: Excellent verbal and written communication skills Strong analytical and basic research skills Solid organizational skills especially ability to meet project deadlines with a focus on details Ability to successfully multi-task while working independently or within a group environment Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously Ability to build and maintain strong relationships with client personnel Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel Ability to act as primary contact on assigned engagements Successfully interact with professionals at all levels Advanced knowledge of internal controls Ability to travel up to 30% 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 - $125,000 Illinois Range: $78,000-87,000 NYC/Long Island/Westchester Range: $80,000 - $115,000

The Tax Associate, Core Tax Services is responsible for utilizing their educational background as well as communication and organizational skills by assisting with the preparation of tax returns and research. In this role, the Tax Associate, Core Tax Services will be charged with utilizing basic research skills and working with tax software applications to complete simple tax returns for review. 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”). Applies understanding of client's unique set of circumstances, documentation, and/or other requirements mandated by law and prepares required filings (tax returns) using a system of review and documentation to ensure that the client is in full compliance, while keeping the client's tax and reporting burden's as low as possible; Ensures all data needed to comply with filing requirements are collected; identifies and properly communicates missing items to prepare return; Utilizes Firm compliance software to maximize efficiency in tax prep process Effectively teams with Senior on completion of project (follow-up with Open items list; Documents all significant tax positions ASC 740 (FAS 109 and FIN 48) Tax Accruals Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48. Assists with prep and/or review of income tax provisions Tax Consulting Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes. Applies knowledge of home state corporate, partnership and individual tax structure and filing requirements in completing assigned work; Effectively drafts clear and concise general memorandums and correspondence; Identifies potential relevant tax issues or opportunities as part of the tax compliance process. Other duties as required Qualifications, Knowledge, Skills and Abilities: Education: Bachelors degree in Accounting, Finance, Economics or Statistics required OR Bachelor's degree in other focus area and CPA certification required Masters in Accountancy or Taxation preferred Experience: Leadership experience preferred Accounting based internship preferred License/Certifications: Eligible to sit for the CPA exams; progress towards admission to practice in a U.S. jurisdiction; progress towards Internal Revenue Service Enrolled Agent (“EA”) (or progress towards the equivalent of one of these designations) upon starting employment preferred Software: Proficient with the Microsoft Office Suite preferred Other Preferred Knowledge, Skills & Abilities: Strong written and verbal communication skills Ability to follow instructions as directed Ability to work effectively in a team setting Takes appropriate actions without being asked Seeks advice of appropriate superiors regarding issues related to compliance Ability to prepare simple tax returns 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 - $90,000 Colorado Range: $73,000 - $77,000 Illinois Range: $78,000 - $82,000 Maryland Range: $83,000 - $87,000 Massachusetts Range: $83,000 - $87,000 Minnesota Range: $70,000 - $74,000 New Jersey Range: $78,000 - $82,000 NYC/Long Island/Westchester Range: $83,000 - $87,000 Ohio Range: $71,000 - $75,000 Washington Range: $78,000 - $80,000 Washington DC Range: $83,000 - $87,000

A State and Local Tax (SALT) Manager is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. In this role, the SALT Manager will be charged with marketing, networking and business development within his/her area of experience and specialization and recognizing potential changes in tax policy and applying new policies to tax compliance. In addition, the SALT Manager will work with the Core Tax Partners, Directors, and Senior Managers to provide SALT expertise to their clients. Job Duties: Research Identifies complex situations when research is necessary providing an outline of the issue(s) and the appropriate source of research to be conducted Analyzes researched facts and the sources utilized prior to composing a detailed report of the research findings Develops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) personnel Tax Compliance Conducts detailed reviews of tax returns with the ability to identify most significant state tax issues Composes responses to notices from state taxing authorities Provides assistance with exam support Tax Consulting Drafts tax memorandums, tax opinions and other documentation on various tax issues Applies all applicable state tax consulting sub-specialties and confers with other STS professionals when appropriate Determines tax planning process Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements Assists in the development of consultative selling strategies Manages the expectations of assigned clients Tax Controversy Represents clients before any tax authority on contested issues Tax Related Software Utilizes GoSystems, tax research databases and other tax-related software in the completion of assigned tasks Tax Specialization Provides technical client service to multi-state companies with state and local tax issues Conducts negotiation of settlements, voluntary disclosure agreements and state tax audit representation Drafts technical memoranda regarding state and local tax issues Accounting for Income Taxes - SFAS109 Prepares tax accrual workpapers ASC740-10 Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48, as well as FAS5 for sales tax and unclaimed properties Strategy Development Reviews studies of tax implications to identify alternative courses of actions to benefits clients Develops new or improved ideas to advance the position of clients, the firm or firm personnel through reduction in taxes or expenses or offering of non-tax benefits Assist with researching potential tax strategies Suggests marketing approaches for new client acquisition Other duties as required Supervisory Responsibilities: Supervises the day-to-day workload of STS SALT Senior Associates and Associates on assigned engagements and reviews work product Ensures STS SALT Senior Associates, Associates and Interns are trained on all relevant tax software Evaluates the performance of STS SALT Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development Delivers periodic performance feedback and completes performance evaluations for STS SALT Senior Associates, Associates and Interns Acts as Career Advisor to STS SALT Senior Associates and Associates, as appropriate Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree, required; focus in business, preferred Master's degree in Accounting/Taxation or J.D., preferred Experience: Four (4) years of prior experience in state and local/multistate experience or legal professional services or equivalent experience through an advanced degree program, required Prior experience supervising tax professionals on a project or engagement basis, required Prior experience preparing and/or reviewing tax provisions, preferred Prior experience with corporate taxation, consolidations and partnerships, preferred License/Certifications: CPA certification or other relevant certification, preferred Software: Proficient in the use of Microsoft Office Suite, specifically Excel and Word, required Exposure to and familiarity with standard tax applications and research tools, preferred Other Knowledge, Skills & Abilities: Excellent verbal and written communication skills Superior analytical and research skills Solid organizational skills especially ability to meet project deadlines with a focus on details Ability to successfully multi-task while working independently or within a group environment Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously Capable of effective managing a team of tax professionals and delegating 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 Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services Advanced knowledge of sources of relevant information utilized in tax filings Advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential tax issues Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $79,800 - $168,000 Maryland Range: $79,800 - $168,000 NYC/Long Island/Westchester Range: $79,800 - $168,000 Washington DC Range: $79,800 - $168,000

The Assurance Senior Manager, Accounting Advisory & Outsourcing is responsible for understanding complex accounting and reporting matters and advising companies on 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. The Senior Manager administers training on accounting and reporting related matters, both internal and external. Job Duties: 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 Evaluates impacts of new business transactions combination; discontinued operations, debt modifications and stock compensation Produces 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, articles and speeches for external audiences Participates on professional committees Applies, with honesty and integrity, relevant GAAP, GAAS, SEC, PCAOB and other applicable or emerging regulations and standards, as well as the BDO Code of Ethics and Professional Conduct Other duties as required Supervisory Responsibilities: Acts as a Career Advisor to associates, seniors and managers, as assigned Provides verbal and written performance reviews to associates, seniors and managers, as needed 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: Seven (7) or more years of relevant work experience, required Supervisory experience, required License/Certifications: CPA, required Software: Proficient in Microsoft Office suite, specifically Word, Excel, PowerPoint and Outlook, preferred Experience with accounting research databases, preferred 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 communications skills Excellent client development/relationship-building skills Excellent decision-making 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. National Range: $160,000 - $175,000 Maryland Range: $160,000 - $175,000 NYC/Long Island/Westchester Range: $160,000 - $175,000

Calvetti Ferguson is a leading CPA and advisory firm that's more than just numbers. We're a team of passionate professionals who are dedicated to empowering businesses and individuals to achieve their financial goals. We believe in fostering a collaborative and supportive environment where you can grow your career, expand your expertise, and make a real impact. In your role as an Advisory Senior Associate, you will support our Advisory team as we provide strategic guidance, technical advice, and support high-growth and ambitious entrepreneurs and clients in venture capital, private equity, private middle-market enterprise, and global corporations across diverse industries. Advisory Senior Associates at Calvetti Ferguson are valued team members and leaders across a diverse range of project areas including mergers, acquisitions, and divestitures, valuations, technical accounting and reporting, governance, risk, and controls, and technology advisory. A successful Advisory Senior Associate: Seeks to build a diverse and dynamic set of differentiated skills and experiences while developing professionally and personally in a high-performing team Is entrepreneurial, optimistic, views challenges as opportunities and wants to be part of a high-growth business, practice, and team Is agile, adaptive, and comfortable in dynamic and fast-paced environments, including excellent project management and organization skills Is curious, asks insightful questions, and seeks to acquire new skills, experiences, and understanding of the industries and businesses of each client and project Thinks critically, organizes, analyzes and interprets data efficiently and effectively Possesses excellent interpersonal and relationship building skills with teammates, colleagues, and clients to develop and foster trust, commitment, and collaboration Aspires to develop business development skills, firm, practice, and personal branding and be a firm representative in industry and community events Engagements include: Buy-side and Sell-side Due Diligence and Quality of Earnings Entity and Asset Valuations Transaction Readiness Technical Accounting & Financial Reporting Advisory Governance, Risk, and Control Advisory, including SOX and Internal Audit Technology Advisory, including SOC Reports, Cyber Risk and Automation Qualifications A Bachelor's degree in Accounting or Finance. Pursuing Certified Public Accountant (CPA) designation At least two (2) years' professional experience in external audit, transaction diligence, or internal controls advisory. Experience with a Big 4 or other industry-leading CPA firm is an added advantage. Travel approximately 10% Please note that Calvetti Ferguson does not provide immigration or work visa sponsorship. * * * * * NOTICE TO 3rd PARTY RECRUITERS Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Calvetti Ferguson by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Calvetti Ferguson. Calvetti Ferguson will not be responsible for or owe any fees associated with referrals of those candidates and/or for submission of any information, including resumes, associated with individuals. At Calvetti Ferguson, you'll be part of a dynamic and growing firm that values your contributions and empowers you to reach your full potential. If you're looking for a challenging and rewarding career in accounting and advisory, we invite you to join our team.

The Assurance Senior, IS Assurance is responsible for assisting in the planning of the IT audit engagement and executing the IT risk assessment and control evaluation to determine impact of controls on financial audit procedures. In this role, the Assurance Senior, IS Assurance will be charged with designing and executing procedures to understand and test the client IT environment and related IT general controls (ITGCs) including, but not limited to, IT system logical access, change management, and IT operational controls, as well as testing business process controls, key reports, and information produced by entity (IPE) for various client industry environments. Additionally, the Assurance Senior, IS Assurance will be responsible for providing training, mentoring and technical guidance to IS Assurance Associates. Job Duties: Risk and Controls Focus * Applies knowledge and understanding of IT risks and controls by: * Understanding and documenting client environments and the impact that IT has on related audit risks * Identifying controls that help mitigate the risks associated with IT in relation to the client environment * Obtaining and documenting an understanding of the client control environment, designing test procedures, conducting, and documenting tests of controls * Documenting results of procedures, as well as deficiencies, and assessing the impact of these procedures on the overall financial reporting control environment * Reading and reviewing client information and control documentation, ensuring accuracy and completeness of information, and ensuring that all supporting information is documented in the workpapers, and appropriate testing is performed * Identifying complex issues and bringing them to the attention of the team and management where necessary for resolution * Communicating to the client areas to improve processes, strengthen controls, mitigate risks, and/or increase efficiency * Developing and maintaining relationships with client personnel and management Professional Competence * 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: * Applying knowledge of auditing theory, a sense of professional skepticism, and the use of BDO audit manuals * Applying auditing standards and methodology to various client situations * Identifying complex issues, including deviations, and working through complex situations collaboratively with the team and client, seeking the counsel of BDO technical experts as needed * Applying knowledge to identify instances where testing may be reduced or expanded and providing counsel to the members of the audit team * Preparing and communicating results of procedures to the client Other * Applies knowledge and understanding of governing principles; and documenting and communicating an understanding and application of these principles by: * Planning and executing IT audits, including obtaining an understanding of the IT environment, risk and controls, and designing and executing procedures to evaluate them * Building a knowledge base by reading and understanding methodology, relevant standards, and regulations * Reading and reviewing clients' information and documentation, ensuring accuracy and completeness, and ensuring that all supporting information is documented in the workpapers and through appropriate testing * Applying BDO methodology, industry standards and guidance, and new pronouncements to client situations Supervisory Responsibilities: * Establishes deadlines and executes procedures and oversight to meet set deadlines * Sets the tone for teamwork by supporting others in their work and delivering on commitments made to team members and clients * Reviews work performed by associate staff, provides feedback, and detail-reviews all procedures performed * Teaches/coaches associate team members to provide on-the-job learning * Tracks status, schedule, and budget for reporting to the team and the client Qualifications, Knowledge, Skills and Abilities: Education: * Bachelor's degree in Accounting, Computer Science, or Information Systems, required * Master's degree in Information Systems or other relevant advanced degree, preferred Experience: * More than two (2) years of IT audit and/or related risk and controls experience, required * More than one (1) years of supervisory experience, required * Public accounting experience, highly desired * Proficient with PCAOB and AICPA audit standards, required * Performing audit test of design, implementation and operating effectiveness procedures for public companies preferred * Experience with performing review of and testing around third-party attestation (SOC) reports, preferred License/Certifications: * CPA, CISA, CISM, CRISC, CGEIT, CISSP and/or CFE certification, strongly preferred Software: * Proficient in the use of Microsoft Office Suite, required * Exposure to various industry ERP applications, highly preferred Language: * N/A Other Knowledge, Skills & Abilities: * Excellent verbal and written communication skills * Strong analytical and basic research skills * Solid organizational skills especially ability to meet project deadlines with a focus on details * Ability to successfully multi-task while working independently or within a group environment * Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously * Ability to build and maintain strong relationships with client personnel * Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel * Ability to act as primary contact on assigned engagements * Successfully interact with professionals at all levels * Advanced knowledge of internal controls * Ability to travel up to 30% 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 - $125,000 Illinois Range: $78,000-87,000 NYC/Long Island/Westchester Range: $80,000 - $115,000

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 740-10 (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 740-10, 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 740-10 * 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

The Tax Associate, Core Tax Services is responsible for utilizing their educational background as well as communication and organizational skills by assisting with the preparation of tax returns and research. In this role, the Tax Associate, Core Tax Services will be charged with utilizing basic research skills and working with tax software applications to complete simple tax returns for review. 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") * Applies understanding of client's unique set of circumstances, documentation, and/or other requirements mandated by law and prepares required filings (tax returns) using a system of review and documentation to ensure that the client is in full compliance, while keeping the client's tax and reporting burden's as low as possible * Ensures all data needed to comply with filing requirements are collected; identifies and properly communicates missing items to prepare return * Utilizes Firm compliance software to maximize efficiency in tax prep process * Effectively teams with Senior on completion of project (follow-up with Open items list * Documents all significant tax positions ASC 740 (FAS 109 and FIN 48) Tax Accruals * Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48 * Assists with prep and/or review of income tax provisions Tax Consulting * Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes * Applies knowledge of home state corporate, partnership and individual tax structure and filing requirements in completing assigned work * Effectively drafts clear and concise general memorandums and correspondence * Identifies potentially relevant tax issues or opportunities as part of the tax compliance process Other duties as required Supervisory Responsibilities: * N/A Qualifications, Knowledge, Skills and Abilities: Education: * Bachelor's degree in accounting, Finance, Economics or Statistics OR Bachelor's degree in other focus area and CPA certification required (or Authorization to Test for the CPA exam, or equivalent documentation, prior to start date in your state of employment), required * Master's in accountancy or taxation, preferred Experience: * Leadership experience, preferred * Accounting based internship, preferred License/Certifications: * Eligible to sit for the CPA exams; progress towards admission to practice in a U.S. jurisdiction; progress towards Internal Revenue Service Enrolled Agent ("EA") (or progress towards the equivalent of one of these designations) upon starting employment, preferred Software: * Proficient with the Microsoft Office Suite, 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 * Takes appropriate actions without being asked * Seeks advice of appropriate superiors regarding issues related to compliance * Ability to prepare simple tax returns 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 - $90,000 Colorado Range: $73,000 - $77,000 Illinois Range: $78,000 - $82,000 Maryland Range: $83,000 - $87,000 Massachusetts Range: $83,000 - $87,000 Minnesota Range: $70,000 - $74,000 New Jersey Range: $78,000 - $82,000 NYC/Long Island/Westchester Range: $83,000 - $87,000 Ohio Range: $71,000 - $75,000 Washington Range: $78,000 - $80,000 Washington DC Range: $83,000 - $87,000

Join one of the fastest growing transaction advisory services practice in the country, where your talent and efforts are valued. Thrive in BDO's entrepreneurial environment with an innovative and flat organizational structure. Be challenged based on your abilities and not your title. Be part of the number one middle market deals team, and truly experience the opportunity of being an immediate contributor with real opportunities for career advancement. Work with industry leaders, technical experts and most importantly, people you enjoy spending time with. While BDO prides itself on the Firm's work quality, it equally values work/life fit for its professionals, allowing them to focus on what's important to them outside the office. The Transaction Advisory Services Manager is responsible for managing financial, accounting and operational due diligence engagements. Job Duties: * Plans and oversees the due diligence process, and applies knowledge and application of BDO standards to ensure effective and efficient delivery of quality services and products * Analyzes financial and operating results within the context of a proposed transaction * Performs industry, company and technical accounting research to assist the client in making informed decisions that impact the proposed transaction * Conducts on-site and/or phone interviews with C-level personnel at target company * Identifies and proposes appropriate resolutions to critical issues related to the M&A process * Composes financial due diligence report, highlighting the key quality of earnings, working capital and debt-like issues that may have an impact on the proposed transaction * Manages the relationship and information flow between BDO, client and target company * Partners with TAS Senior Managers, Directors and Principals to identify and pursue business development opportunities through industry and network relationships * Builds new relationships, and maintains existing relationships with BDO professionals in other lines of business * Researches and develops proposal documents, and may participate in presentations in pursuit of acquiring new clients * Other duties as required Supervisory Responsibilities: * Schedules and supervises the tasks and project assignments of TAS Associates and Senior Associates * Reviews work product prepared by TAS Associates and Senior Associates, and provides review comments and edits * Develops TAS Associates and Senior Associates by identifying and providing on-the-job and formal training and professional development opportunities * Provides verbal and written performance feedback to TAS Associates and Senior Associates throughout the fiscal year and as part of the annual performance review process Qualifications, Knowledge, Skills and Abilities: Education: * Bachelor's degree in Accounting, Business Administration, or Finance, required Experience: * Five (5) or more years of public accounting experience, required * Two (2) or more years of TAS experience, preferred * Experience interacting and working directly with C-level personnel, preferred License/Certifications: * CPA, CPA candidate, or CA, preferred Software: * Proficient with Microsoft Office Suite, specifically Word, Excel and PowerPoint, required Language: * N/A Other Knowledge, Skills & Abilities: * Strong verbal and written communication skills, specifically business writing * Ability to interact with and adapt communication style to successfully convey messaging and objectives to all levels of management * Exhibits executive presence, intellectual curiosity and analytical thinking. * Capable of initiating and maintaining solid relationships with all levels of client personnel, as well as utilizing network and industry relationships to identify business development opportunities * Capable of working in a demanding, deadline-driven environment independently and within a team dynamic while effectively managing unexpected issues and/or questions in a professional manner * Ability to analyze large volumes of data to identify potential issues and propose the most appropriate resolutions within the context of a transaction * Required to maintain the highly confidential nature of information * Excellent project management skills with ability to produce quality work with an attention to detail * Strong knowledge of technical accounting areas such as US GAAP * Ability to travel as needed Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $100,000 - $170,000 Maryland Range: $100,000 - $170,000 NYC/Long Island/Westchester Range: $130,000 - $160,000

The Assurance Senior Manager, Accounting Advisory & Outsourcing is responsible for understanding complex accounting and reporting matters and advising companies on 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. The Senior Manager administers training on accounting and reporting related matters, both internal and external. Job Duties: * 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 * Evaluates impacts of new business transactions combination; discontinued operations, debt modifications and stock compensation * Produces 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, articles and speeches for external audiences * Participates on professional committees * Applies, with honesty and integrity, relevant GAAP, GAAS, SEC, PCAOB and other applicable or emerging regulations and standards, as well as the BDO Code of Ethics and Professional Conduct * Other duties as required Supervisory Responsibilities: * Acts as a Career Advisor to associates, seniors and managers, as assigned * Provides verbal and written performance reviews to associates, seniors and managers, as needed 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: * Seven (7) or more years of relevant work experience, required * Supervisory experience, required License/Certifications: * CPA, required Software: * Proficient in Microsoft Office suite, specifically Word, Excel, PowerPoint and Outlook, preferred * Experience with accounting research databases, preferred 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 communications skills * Excellent client development/relationship-building skills * Excellent decision-making 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. National Range: $160,000 - $175,000 Maryland Range: $160,000 - $175,000 NYC/Long Island/Westchester Range: $160,000 - $175,000

A STS Tax Senior Manager, State and Local Taxation is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. In this role, the STS SALT Senior Manager will be charged with marketing, networking and business development within his/her area of experience and specialization and recognizing potential changes in tax policy and applying new policies to tax compliance. In addition, the STS SALT Senior Manager will work with the Core Tax Partners, Directors, and Senior Managers to provide SALT expertise to their clients. Job Duties: * Research * Identifies complex situations when research is necessary providing an outline of the issue(s) and the appropriate source of research to be conducted * Analyzes researched facts and the sources utilized prior to composing a detailed report of the research findings * Develops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) personnel * Tax Compliance * Conducts detailed reviews of tax returns with the ability to identify most significant state tax issues * Composes responses to notices from state taxing authorities * Provides assistance with exam support * Tax Consulting * Drafts tax memorandums, tax opinions and other documentation on various tax issues * Applies all applicable state tax consulting sub-specialties and confers with other STS professionals when appropriate * Determines tax planning process * Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements * Assists in the development of consultative selling strategies * Manages the expectations of assigned clients * Tax Controversy * Represents clients before any tax authority on contested issues * Tax Related Software * Utilizes GoSystems, tax research databases and other tax-related software in the completion of assigned tasks * Tax Specialization * Provides technical client service to multi-state companies with state and local tax issues * Conducts negotiation of settlements, voluntary disclosure agreements and state tax audit representation * Drafts technical memoranda regarding state and local tax issues * Accounting for Income Taxes - SFAS109 * Prepares tax accrual workpapers * ASC740-10 * Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48, as well as FAS5 for sales tax and unclaimed properties * Strategy Development * Reviews studies of tax implications to identify alternative courses of actions to benefits clients * Develops new or improved ideas to advance the position of clients, the firm or firm personnel through reduction in taxes or expenses or offering of non-tax benefits * Assist with researching potential tax strategies * Suggests marketing approaches for new client acquisition * Other duties as required * Supervisory Responsibilities: * Supervises the day-to-day workload of STS SALT Managers, Senior Associates, and Associates on assigned engagements and reviews work product * Ensures STS SALT Managers, Senior Associates, Associates and Interns are trained on all relevant tax software * Evaluates the performance of STS SALT Managers, Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development * Delivers periodic performance feedback and completes performance evaluations for STS SALT Managers, Senior Associates, Associates and Interns * Acts as Career Advisor to STS SALT Managers, Senior Associates, and Associates, as appropriate * Other duties as required Qualifications, Knowledge, Skills and Abilities: Education: * Bachelors degree in Accounting or other relevant field required * Masters degree in Accounting/Taxation or J.D. preferred Experience: * Eight + years of prior experience in state and local/multistate experience required * Prior experience supervising tax professionals on a project or engagement basis required * Prior experience preparing and/or reviewing tax provisions preferred * Prior experience with corporate taxation, consolidations and partnerships preferred License/Certifications: * CPA certification or other relevant certification preferred Software: * Proficient in the use of Microsoft Office Suite, specifically Excel and Word preferred * Exposure to and familiarity with standard tax applications and research tools preferred Language: * N/A Other Knowledge, Skills & Abilities: * Excellent oral and written communication skills * Superior analytical and research skills * Solid organizational skills especially ability to meet project deadlines with a focus on details * Ability to successfully multi-task while working independently or within a group environment * Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously * Capable of effective managing a team of tax professionals and delegating 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 * Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services * Advanced knowledge of sources of relevant information utilized in tax filings * Advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential tax issues Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $99,750 - $262,500 Maryland Range: $99,750 - $262,500 NYC/Long Island/Westchester Range: $99,750 - $262,500 Washington DC Range: $99,750 - $262,500

Calvetti Ferguson is a leading CPA and advisory firm that's more than just numbers. We're a team of passionate professionals who are dedicated to empowering businesses and individuals to achieve their financial goals. We believe in fostering a collaborative and supportive environment where you can grow your career, expand your expertise, and make a real impact. The Tax Senior Associate plays a critical role on the engagement team that is both internal and client facing. We foster a culture of excellence that emphasizes collaboration, innovation, entrepreneurial thinking, and exceptional client service. The successful candidate will thrive in an environment that is focused on growth and that offers significant opportunity for leadership development and career advancement. As a Tax Senior Associate, you will be responsible for the following: Working closely with engagement managers and partners, you will be the primary lead on tax engagements, including scheduling, staffing, and completing returns; providing the first level of technical review; performing research on various technical matters and managing both internal and client deadline expectations. Develop and maintain client relationships and act as the primary client contact to proactively gather tax information, ensure that client emails / questions are responded to in a timely manner, identify tax planning opportunities, and escalate questions/concerns to the engagement manager or partner. Ensure that quarterly estimates and year end projections are prepared and reviewed. Respond to IRS and state tax notices. Supervise, train and mentor Tax Associates and Interns, including acting as a Project Manager to ensure that they can adequately prioritize and complete their assigned work. Requirements: Bachelor's / Master's degree in accounting CPA eligible Active CPA license preferred Actively pursuing CPA license is required 2-3 years or more of experience, preferably in public accounting Proficient in partnership, S corporation, C corporation, and / or individual taxation Solid oral and written communication skills Experience with Microsoft Office software suite Excellent ability to perform technical tax research, summarize, and communicate findings Excellent skills in coaching and developing tax associates and interns Desire to give back to your community Please note that Calvetti Ferguson does not provide immigration or work visa sponsorship. * * * * * NOTICE TO 3rd PARTY RECRUITERS Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Calvetti Ferguson by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Calvetti Ferguson. Calvetti Ferguson will not be responsible for or owe any fees associated with referrals of those candidates and/or for submission of any information, including resumes, associated with individuals. At Calvetti Ferguson, you'll be part of a dynamic and growing firm that values your contributions and empowers you to reach your full potential. If you're looking for a challenging and rewarding career in accounting and advisory, we invite you to join our team.

Calvetti Ferguson is a leading CPA and advisory firm that's more than just numbers. We're a team of passionate professionals who are dedicated to empowering businesses and individuals to achieve their financial goals. We believe in fostering a collaborative and supportive environment where you can grow your career, expand your expertise, and make a real impact. The Tax Manager/Senior Manager is responsible for all phases of client engagements including primary client relationship maintenance, highly proactive management of tax compliance, tax advisory services, and developing and coaching professional staff. The Tax Manager/Senior Manager is expected to deliver exceptional client service, develop and maintain strong client relationships, participate in the firm's practice development efforts by assisting with attracting and serving new clients, expand services to existing clients, and help recruit and retain additional team members. Candidates need to understand and manage firm risk on tax services performed, review various types of complex tax returns, continuously grow their technical knowledge, and deliver value-added tax planning ideas to clients. Seeking Candidates with expertise in the areas listed below: Oil & Gas (O&G) federal and state income tax experience commensurate with Tax Manager or above technical skills Thorough working knowledge working with and advising on intangible drilling costs (IDC), cost depletion, percentage depletion, separate property elections, plug and abandonment (P&A), and other related matters Experience providing technical tax advice related to like-kind exchanges for O&G properties Experience working with both partnership and corporate O&G legal entities Requirements: Minimum of 5 years of relevant tax experience including technical tax consulting, research, and implementation of planning strategies. Minimum of 2 years of experience supervising multiple direct reports and reviewing their work product. Bachelor's or Master's degree in accounting. Active CPA license. Strong project management, organizational, and time management skills. Excellent verbal and written communication skills. This Tax Manager or Senior Manager role will also provide client facing services to non/O&G clients in various industries Please note that Calvetti Ferguson does not provide immigration or work visa sponsorship. * * * * * NOTICE TO 3rd PARTY RECRUITERS Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Calvetti Ferguson by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Calvetti Ferguson. Calvetti Ferguson will not be responsible for or owe any fees associated with referrals of those candidates and/or for submission of any information, including resumes, associated with individuals. At Calvetti Ferguson, you'll be part of a dynamic and growing firm that values your contributions and empowers you to reach your full potential. If you're looking for a challenging and rewarding career in accounting and advisory, we invite you to join our team.