Post job

Carr, Riggs & Ingram jobs in Houston, TX - 45 jobs

  • Onboarding Manager, Client Accounting Services

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Houston, TX job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: About the Accounting & Finance Services (AFS) Transitions Team As part of Baker Tilly's Managed Services offering, the Accounting & Finance Services (AFS) Transitions team helps new clients stabilize financial operations, implement cloud accounting systems, and design scalable processes. We focus on project-based work that sets clients up for long-term success before they transition to recurring service teams. We're seeking a tech-savvy Project Accounting Manager to lead client onboarding and accounting system implementations. This role combines accounting expertise, project leadership, and technology to help clients modernize their financial operations and ensure a smooth transition to ongoing support. Who This is For Ideal for accounting professionals who enjoy leading projects, working directly with clients, and leveraging technology to improve financial operations. What You'll Do * Lead client onboarding from kickoff through transition to recurring teams * Serve as the primary client contact; manage scope, timelines, budgets, and deliverables * Implement and optimize cloud accounting platforms (Intacct, QBO, NetSuite) * Integrate third-party tools (bill pay, payroll, expense management) * Identify risks, resolve issues, and drive process improvements * Provide initial accounting support, including reconciliations and financial statements * Review financials and ensure GAAP-compliant, accurate reporting What You Bring * Bachelor's degree in Accounting, Finance, or related field (CPA preferred) * 8+ years of accounting or finance experience, including 5+ years in consulting leading accounting system implementations, migrations, and process/technology assessments * Deep GAAP knowledge and experience preparing or reviewing financial statements * Experience with cloud accounting and ERP platforms (e.g., NetSuite, Sage Intacct, QuickBooks Online) * Ability to train, influence, and collaborate with stakeholders at all levels (staff to C-suite) while delivering high-quality results under deadlines
    $68k-98k yearly est. Auto-Apply 60d+ ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Sage Intacct Customer Support Senior Associate

    Baker Tilly 4.6company rating

    Houston, TX job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you interested in joining one of the fastest growing professional services firms in the nation? Are you excited to connect the world of finance and accounting with technology? If yes, consider joining Baker Tilly US, LLP (BT) as a Sage Intacct Customer Support Senior Specialist! At BT your main responsibilities will include working directly with project customers, providing support for end users, and working directly with customers, internal consultants, and external vendors for solutions. The position will involve diagnosis, troubleshooting, provisioning, and escalation for issue resolution in the Sage Intacct environment. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. (This position is REMOTE.) Does this describe you? You want to work for a leading professional services firm whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions You want to grow professionally and develop your client service and technical skills to build a career with endless opportunities now, for tomorrow What you will do: Be a trusted member of the engagement team and responsible for: Reviewing, assigning and/or taking ownership of customer support tickets daily, responding promptly to customers once reviewed Determining a course of action upon review of case tickets Testing possible solutions in demonstration environments Adding internal comments to variations of potential solutions and contact customers with possible solutions Escalating issues without immediate resolution to internal management or Sage Intacct's customer support and/or engineering Following up regularly on outstanding tickets Delegating certain issues to the implementation or technical services team for highly configured instances of the software Corresponding throughout issue resolution process in a timely manner Other duties as assigned Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Enjoy friendships, social activities and team outings that encourage a work-life balance Qualifications A bachelor's degree required, preferably in business administration, accounting, MIS or equivalent experience Three (3)+ years' experience in the accounting or finance field with exposure to multiple ERP systems or in a software technical support environment working heavily with external customers, ideally in a financial or accounting software or application Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving Strong leadership, project management, organizational and analytical skills, initiative, adaptability Microsoft Suite skills Eligibility to work in the U.S. without sponsorship The compensation range for this role is $67,060 to $127,120. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $31k-48k yearly est. Auto-Apply 60d+ ago
  • Senior Consultant - Sage Intacct Implementation

    Bakertilly 4.6company rating

    Houston, TX job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you interested in joining one of the fastest growing professional services firms in the nation? Do you enjoy helping customers embrace technology to elevate their business and customer satisfaction? If yes, consider joining Baker Tilly Advisory Group, LP (BT) as a Sage Intacct Senior Consultant! At BT your main responsibilities will include working directly with project managers and customers delivering software solutions for implementation projects with high customer satisfaction and successful customer adoption. (This position is REMOTE.) As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. Does this describe you? You want to work for a leading professional services firm whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions You want to grow professionally and develop your client service and technical skills to build a career with endless opportunities now, for tomorrow What you will do: Be a trusted member of the engagement team and responsible for: Managing multiple projects and customers simultaneously to successfully implement following our prescriptive implementation methodology resulting in in-scope/on-budget/on-time delivery, high customer satisfaction, and successful customer adoption Executing all aspects of the implementation process which includes collaborative consultation with the client, requirements definition, solution design, configuration, unit and integration testing, training, data cleansing, and data migration Maintaining deep knowledge of the Sage Intacct software including expertise implementing and using Sage Intacct advanced modules, as well as staying current with the latest product features and enhancements. Configuring and implementing the Sage Intacct software based on a thorough understanding of customer-specific business processes as well as industry and system best practices Developing and deploying implementation project plans and ensure projects are delivered on time, on budget while optimizing return on investment Utilizing and developing less experienced implementation resources providing on-the-job coaching and mentoring Conducting training for customer end-users at all levels of the customer organization and relate system functionality to customer business requirements Effectively documenting customer business requirements into configurable software solutions and business management processes utilizing best practices and visual process flowcharts Responding to customer technical support issues related to the system implementation Designing and building industry specific key performance indicators, reports, and dashboards Working in a team-oriented and collaborative environment with Professional Services, Sales, Support, Marketing and Customer Success to effectively coordinate project execution and completion Delivering prompt, concise, and friendly communications while providing high quality service and leadership to align with customer goals and requests Contributing to and using knowledge repository of deployment best practices and enhance tools and repeatability of service delivery Mentoring Associate Solution Architects and Solution Architects on processes, Sages Intacct modules and customer/project management Serving as an escalation point for project issues Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Enjoy friendships, social activities and team outings that encourage a work-life balance Qualifications Bachelor's degree required, preferably in Accounting, Business or MIS (candidate must also have general understanding of accounting terms through previous courses or experience) Three (3)+ years' experience providing consulting and implementing Sage Intacct, ERP/financial applications and/or other SaaS solutions Consulting experience end-to-end through the entire software delivery life cycle following a process-based methodology or experience as an end user who has gone through a software implementation or upgrade Advanced proficiency with Excel (pivot tables, VLOOKUP's, macros, etc.) is preferred for efficient data mapping, integration, and migration of customer data Demonstrated skills in the areas of time management, communication, relationship building, collaboration, and problem solving Strong leadership, project management, organizational and analytical skills, initiative, adaptability Microsoft Suite skills Eligibility to work in the U.S. without sponsorship The compensation range for this role is $85,910 to $162,890. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $85.9k-162.9k yearly Auto-Apply 50d ago
  • Consultant, IRA Advisory

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Houston, TX job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Come join Baker Tilly's Development Advisory team as a Consultant! You will be a part of our Development Advisory team where you will provide a variety of services including, but not limited to, energy and infrastructure advisory and project development support, economic development and capital planning support, and federal grant advisory with potential clients such as Tribes and Tribal Organizations, municipalities, non-profits, and other for-profit entities. You will be an integral part of supporting Baker Tilly's services tied to the Inflation Reduction Act. As one of the fastest growing firms in the nation, Baker Tilly has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if you: * Are considering a long-term career in professional services and want exposure to the energy and community development advisory industry * Value your development and want to work for a firm whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions * Want to grow professionally and develop your client service and technical skills to build a strong foundation now, for tomorrow * You will have the opportunity to: * Gain hands-on experience in energy and community development advisory * Participate in our technical training and development program designed to provide the tools needed to contribute to and lead client engagements * Experience on-the-job training through real work engagements * Learn directly from experienced managers and partners with specialized experience and technical knowledge within various industries such as energy and utilities, real estate, public sector, and transactions, among others Qualifications: * Bachelor's degree in finance, business, accounting, supply chain, engineering or manufacturing-related field required. * The ability to work effectively in a team environment with all levels of client personnel * Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving * Organizational and analytical skills, initiative, adaptability * Proficiency with Microsoft programs (Word, Excel, PowerPoint, etc.) * Consultants will additionally have: * 1-2 years of relevant work experience * Involvement with a professional organization desired * Experience building financial models incorporating income statements and cash flows to support business decisions * Experience with core financial processes (e.g. monthly close, financial reporting)
    $63k-91k yearly est. Auto-Apply 60d+ ago
  • Principal, CFO Advisory Services

    Baker Tilly 4.6company rating

    Houston, TX job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities Are you interested in joining one of the fastest growing Advisory CPA Firms? If yes, consider joining Baker Tilly (BT) as a Principal focused on CFO Advisory. Our practice helps CFOs, Controllers, and Finance Leaders improve the financial reporting processes to ensure that finance adds value to business operations. The CFO Advisory practice enables finance executives to achieve significant and sustainable performance through technical analysis and process improvement services. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if: You are looking for an opportunity to be a leader and industry expert to the clients you serve You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges You want to work for a leading CPA advisory firm in high growth mode and you want the opportunity to continue building out our clients You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow What You Will Do: Lead engagements from technical accounting support, and audit, transaction, and IPO readiness, to supporting the Office of the CFO on an interim basis, and assisting with the design and enhanced performance of financial operations Positively impact clients' financial statements, profitability, and business operations Penetrate client engagements in the firm's primary target industries. Proactively engage with clients throughout the year to understand business goals and objectives Play an active role in providing valuable guidance and business recommendations Deliver business insight through thoughtful review, analysis, and discussion Manage cross-functional teams to deliver engagements and ensure client profitability targets are met Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new repeat referral sources, clients, projects, and revenue Invest in your professional development individually and through participation in firm wide learning and development programs Support the growth and development of team members, helping associates meet their professional goals Qualifications Bachelor's degree in accounting required, master's or advanced degree desirable CPA or CFA preferred Fifteen (15+) years' experience with a combination of public accounting, audit, corporate financial accounting, and/or finance process consulting Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting Experience with IPOs and SEC filings a plus History of relationships with private equity firms and their portfolio companies Demonstrated management, analytical, organization, interpersonal, project management, communication skills Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
    $100k-171k yearly est. Auto-Apply 21d ago
  • Senior Associate- Client Accounting Services, Real Estate

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Houston, TX job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you ready for a new accounting challenge? Do you want to use your experience from public or private accounting in a new way? Join Baker Tilly (BT) as a Senior Property Accountant with our growing outsourced Client Accounting Services practice! This is a great opportunity to be a valued business advisor property accounting services to multiple clients across the country. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. This is a hybrid position - located near one of our offices. In this role, you will work in a cloud based environment and serve as a Senior Accounting Associate for multiple clients across the country, working with a team of professionals to provide property accounting services to their businesses. Come and join a fast growing team, where we can offer you variety in your client work to help you grow your skills and a steady schedule to allow for a healthy work/life balance! You will enjoy this role if: * You are looking for your next challenge, crave variety where no day is the same and feel your skills and experience can be better utilized * You are comfortable using technology and would enjoy helping businesses become more automated through cloud based accounting solutions * You are looking to be part of a fast growing, innovative practice where your hard work and creativity can help us continue to build, improve and advance * You like a corporate accounting department schedule and environment, but also crave the investment in technology and training that an innovative CPA firm provides to accountants What you will do: The Senior Property Accounting Associate will handle accounting matters for various commercial/retail/hospitality assets. Responsibilities include, but are not limited to, the following: * Prepare and deliver monthly financial reporting package for each assigned property * Maintain accounting records for ownership entities holding real estate assets * Monitor compliance of certain ownership, debt and other agreements * Prepare annualized income and expense projections each month to assist Property Management and client in cash flow management and determining when investor approvals are required * Prepare and analyze periodic excess net cash flow distribution calculations * Prepare journal entries related to significant transactions such as acquisitions, dispositions, and financings * Prepare data to support the annual financial statement audit and preparation of tax returns * Assist in preparation and review of annual budget * Work alongside Property Management to prepare tenant reconciliation settlements in accordance with stipulated lease terms including, but not limited to, operating expenses, real estate taxes and utilities * Input and setup all new leases and lease renewals in property management software * Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs * Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients * Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals * Enjoy friendships, social activities and team outings that encourage a work-life balance Qualifications * Bachelor's degree in accounting * Three+ (3)+ years of experience in commercial real estate or public accounting (with exposure to commercial real estate) * Development/Construction accounting background is preferred * Intermediate to advance with MS Office software/Excel * Experience with MRI or Yardi preferred * Excellent analytical, technical and problem solving skills, with strong attention to detail * Exceptional verbal and written communication, collaboration, and time management skills * Eligibility to work in the U.S., without sponsorship, highly preferred #LI-EH1 #LI-Hybrid
    $52k-72k yearly est. Auto-Apply 24d ago
  • Audit Senior Associate

    Baker Tilly 4.6company rating

    Pasadena, TX job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities Are you interested in joining one of the fastest growing public accounting firms? Would you like the ability to focus on one industry sector and further become an expert for your clients? If yes, consider joining Baker Tilly US (BT) as an Audit Senior Associate! This is a great opportunity to be a valued business advisor delivering industry-focused audit and other assurance services to middle market clients. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if: You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve. You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges. You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions. You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!). You want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrow. What you will do: Be a trusted member of the engagement team providing various assurance and consulting services to industry specific clients: Proactively engage with your clients throughout the year to gather needed information to complete testing and respond to questions raised. Plan and supervise the execution of all audit engagement activities. Review and perform substantive testing on client's balance sheets and income statements. Conduct and review tests to assess deficiencies of internal controls and make recommendations for improvement. Play an active role in discussions with the Manager and Partner relative to business recommendations resulting from testing performed and information gathered. Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs. Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients. Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals. Enjoy friendships, social activities and team outings that encourage a work-life balance. Qualifications Successful candidates will have: Bachelor's degree in accounting or an undergraduate degree with sufficient coursework to sit for the CPA exam CPA preferred or actively pursuing completion of exam Two (2)+ years of experience providing financial statement auditing services within a public accounting firm Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving Strong leadership, project management, organizational and analytical skills, initiative, adaptability Microsoft Suite skills Eligibility to work in the U.S. without sponsorship preferred The compensation range for this role is $78,000 to $131,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $78k-131k yearly Auto-Apply 43d ago
  • Senior Manager, Accounting and Financial Advisory Services

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Houston, TX job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Baker Tilly is currently searching for a Senior Manager to join our CFO Accounting Advisory practice. As a Senior Manager in CFO Accounting Advisory, you will provide strong leadership, communication, project management, and team building skills to your teams to solve a particular business problem or improve a particular process, generally related to the finance or accounting functions of the client's organization. You will collaborate with managers and partners within the group as you review work product and participate actively in client meetings and planning efforts. You will work with Financial Advisory Partners and others, as well as independently, to identify and pursue business development initiatives and to win specific engagement opportunities through scoping and budgeting engagement needs. Responsibilities: * Lead efforts to achieve client satisfaction through engagement oversight and interaction with client executives and engagement sponsors * Be accessible and anticipate client needs, questions, and issues * Schedule internal and external deadlines to meet client expectations for delivery * Interact at the highest levels of client organizations * Resourceful at gaining exposure to client activities offering potential for application of firm services * Display broad understanding of activities and interests of other disciplines and play pivotal role in gaining client interest * Establish record of gaining client use of wide range of firm services * Set and achieve challenging profitability, billing, and collection objectives consistent with circumstances of the engagement, proper utilization of staff, and attention to risk * Handle heavy load, including complex/demanding clients * Achieve high visibility for delivery of quality services in both routine and complex situations requiring innovation while being sought out as consulting resource * Understand firm's strategy, practice areas, and service offerings and participate in proposals and presentations leading to new engagements * Create opportunities to gain new clients * Develop and maintain relationships with colleagues in the office, other service lines, and engagement/project teams * Regularly look for opportunities, recommendations, and additional firm services that could benefit client * Play major role in implementation of technical/industry/functional programs while being acknowledged as an expert in the firm * Lead by example to positively impact employee morale * Contribute to firm's efforts to attract, retain, and develop staff and managers and act as mentor for other managers and senior staff * Attains positions of leadership in designated business/professional organizations providing advantageous new business opportunities Qualifications * Eight (8+) years' experience in a large accounting firm in audit, financial advisory or transaction service lines * Five (5)+ years' of supervisory experience, mentoring and counseling associates * Relevant bachelor's degree in accounting, finance or related * Certified public accountant (CPA) * High motivation, initiative and positive attitude * Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately * Intermediate modeling and excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insights * Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced environment with shifting priorities * Excellent verbal and written communication, experience presenting analyses to management and ability to lead and drive initiatives * Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries * Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings, board meetings, and investor presentations * The compensation range for this role is $179,850 - $340,970. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $109k-141k yearly est. Auto-Apply 60d+ ago
  • Associate, Private Equity Fund Services

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Houston, TX job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you ready to start out your accounting and finance career in a new way? Our Private Equity Fund Services team is seeking to add an Associate to their team! This is a great opportunity for someone who is starting out their career in accounting and finance. We believe in continuous learning and development and have a number of programs to ensure the success of our people. Requirements: * Records daily journal entries and reviews cash reporting * Helps prepare quarterly and annual reporting packages for management approval * Helps prepare quarterly and annual financial statements for management approval * Prepares capital calls and distributions for management approval * Coordinates the delivery of capital call and distributions notices to clients and the investors * Prepares and reviews correspondence with client investors to address inquires as needed * Manages client investor portals * Coordinates and completes special projects as directed by management * Performs other duties as assigned Successful Candidates will have: * BBA/BS in Accounting or related field required * CPA license (or in process) preferred * 0-1 year of experience with a public accounting firm, investment bank, or the financial services industry (or general interest in supporting private equity fund operations and accounting) * Excellent communication, time management, planning, and problem-solving skills and the ability to multitask required * Must be able to communicate and interact professionally and effectively through written and verbal communication with current and potential clients * Strong organizational skills with excellent attention to detail * Requires ability to work both in team environment and independently * Eagerness to learn and strong work ethic * Must be able to work in a fast-paced environment and handle multiple priorities and deadlines * Knowledge of Investran or other partnership accounting software a plus
    $47k-82k yearly est. Auto-Apply 45d ago
  • Senior Project Accountant - Client Accounting Services, Real Estate

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Houston, TX job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you ready for a new accounting challenge? Do you want to use your experience from public or private accounting in a new way? We're looking for a Senior Project Accountant to join our outsourced client accounting practice. In this role, you will work in a cloud based environment and serve as a Project Accountant for multiple clients across the country, working with a team of professionals to provide property accounting services to their businesses. Come and join a fast growing team, where we can offer you variety in your client work to help you grow your skills and a steady schedule to allow for a healthy work/life balance! You will enjoy this role if: * You are looking for your next challenge, crave variety where no day is the same and feel your skills and experience can be better utilized * You are comfortable using technology and would enjoy helping businesses become more automated through cloud based accounting solutions * You are looking to be part of a fast growing, innovative practice where your hard work and creativity can help us continue to build, improve and advance * You like a corporate accounting department schedule and environment, but also crave the investment in technology and training that an innovative CPA firm provides to accountants This role is a fit for you if you are: * Looking to work within a team environment to help serve our clients as their outsourced accounting leader. * A creative problem solver who enjoys learning new businesses and has the desire to become an advisor to clients in order to help them achieve their goals and dreams. * Organized and able to push for high quality, efficient and profitable client engagements. * A team player with strong communication skills and desire to work collaboratively with others to meet client needs. * An accounting professional who enjoys staying on top of accounting trends and best practices. * A detail orientated team member who can successfully work on multiple clients and juggle competing priorities. * Passionate about learning and growing and someone who wants to offer best in class service to our clients. What you will do: The Senior Project Accountant is a key team member within Baker Tilly's CAS Real Estate outsourced real estate property accounting practice. Responsibilities include, but are not limited to, the following: * Coordinate Draw Request including, but not limited to Remittance Requests, Vendor Invoices, Lien Waivers, Change Orders and Identification of Funding Sources * Roll forward the Sworn Owner's Statements (SOS) * Input hard costs and soft costs, including the construction management fees which are to be computed and an invoice prepared * Identify reimbursement costs, batch all hard & soft costs in the SOS into a single batch * Submit copies of the Draw Request to the inspecting architect, title company and Investors / Partners as directed for approval * Request debt as per the client approved SOS * Confirm all funds (e.g. Equity and Tenant Funds not directed to be deposited to the title company) have been received * Prepare a Funding Request to fund Draw Request and submit for approval of same. * Notify vendors of the release of funds as soon as the title company releases funds to vendors * Review hard and soft costs on the Draw Request as follows; * Identify each invoice with a draw number that corresponds to the Draw Request being issued; * Review the coding on all vendor payments to ensure it is properly coded to the correct Fixed Asset (e.g. Land, Land Improvement, Bldg Improvement, Development Costs, Soft Costs, Lease cost or expense); * Include the proper description on each invoice (e.g. General contractor, permits, consulting, engineering, utilities, etc.); * Ensure proper Job Cost Code is inputted on each vendor payment; * Ensure that the total to be funded on the SOS reconciles to the batch total in AvidXchange payment file prior to exporting the batch to Yardi; * Review of Draw Request for accuracy and completeness ensuring that all vendor invoices reconcile to the SOS * Reconcile AvidXchange batch to the total that the title company is releasing. When the above is reconciled, export the batch from AvidXchange to Yardi. * Record the Draw Request as follows; * Record the wire transfers made per the funding request into general ledger module via manual recording or automated upload; * Record and post receipt of funds from equity partners into the general ledger module (Debit Cash / Credit Ownership Contribution); * Prepare, review and post the invoices from AvidXchange to Yardi via a 'manual' check run of which said posting shall equal the amount paid to the vendors (less any reimbursements as applicable and permitted by the lender) on the SOS. Debit to capital or expense accounts and credit to draw clearing account * Prepare, review and post the Draw Request made by the title company representing the loan proceeds disbursed. Debit to Draw Clearing Account and Credit to loan payable or representing the equity funding from the property; Debit to Draw Clearing Account and Credit to 1110 (or applicable operating cash account). * Record interest expense (capitalizing where necessary) and increase the loan payable accordingly * Ensure that the loan payable reconciles to the loan statement and post the interest payment in the general ledger module. * Reconcile the general ledger (Fixed Asset -WIP accounts) to the cumulative Draw Requests, including all non-Draw related items (e.g. capitalized interest, capitalized depreciation & amortization, etc.) * Reconcile all construction activities to the Fixed Asset -WIP accounts including all non-draw related activity (e.g. capitalized interest, capitalized depreciation and amortization, etc.) * Deliver best-in-class customer service to clients at all times, with an emphasis on being responsive, timely, professional, and accurate. * Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community. * Act as liaison to address and resolve client issues, and assist team leaders in researching and providing additional services to client. * Continuously evaluate processes and procedures within the client services and implementation functions with emphasis on implementing efficiencies and identification of internal control issues. * Assist with the training and counseling of team members, and with developing performance measures that support the team's strategic direction. Assist in developing and maintaining a culture of teamwork, client service and effective problem solving. * Comply with continuing education requirements; participate in professional organizations, independent study, etc. and integrate new knowledge and skills into daily work and share with colleagues as appropriate. * Invest in your professional development individually and through participation in firm wide learning and development programs * Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals * Assist in ad-hoc projects and activities where necessary and/or appropriate to foster growth and best practices of the business unit Qualifications: * Three (3)+ years well-rounded experience in a Real Estate Accounting firm will provide an edge in joining this firm committed to quality client service. * Bachelor's degree in Accounting or related field; CPA is preferred * Knowledge of accounting, bookkeeping and payroll principles related to classifying, recording, and summarizing data and making computations to compile and keep financial records. * Real estate property accounting experience, preferred. * Proficient with MS Office software * Critical thinking ability and a track record of solving problems and driving projects to completion * Ability to communicate information succinctly and anticipate and resolve issues/problems on a proactive basis. * Aptitude to be detail-oriented, yet flexible, in a dynamic environment with a focus on meeting deadlines. * Excellent collaborative skills to work in partnership with colleagues and across various departments * Strong work ethic with the highest degree of honesty, integrity and discretion * Possess excellent collaborative skills to work in partnership with colleagues and across various departments. * Eligibility to work in the U.S. without sponsorship. #LI-EH1 #LI-Hybrid
    $66k-88k yearly est. Auto-Apply 14d ago
  • Financial Reporting Manager

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Houston, TX job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: We are seeking a Financial Reporting Manager to join Baker Tilly's Internal ControllershipTeam. This position requires a demonstrated ability to apply problem-solving techniques to resolve issues, communicate effectively, work collaboratively with cross-functional teams, and escalate matters to the appropriate stakeholders. The Financial Reporting Manager will also advocate for continuous improvement and embrace change management with specific processes and tools, all in support of a growing and dynamic organization. Key Responsibilities (not all-inclusive): * Oversee preparation of individual affiliate financial statements, ensuring compliance with US GAAP and other regulatory requirements. * Ensure unique accounting transactions specific to Baker Tilly affiliates are appropriately presented for both internal and external reporting purposes. * Coordinate the preparation and review of non-financial statement regulatory filings. * Prepare research memos on international accounting standards and proper accounting treatment for transactions in non-US countries including the United Kingdom, India, Singapore, and Australia. Conduct analysis on differences between international standards and US GAAP. * Coordinate and review financial close processes, ensuring accuracy, completeness, and timeliness of reporting. * Drive process improvement initiatives to enhance efficiency, automation, and standardization of accounting operations worldwide. * Monitor changes in accounting standards and regulatory requirements, providing guidance and training to global finance teams. * Develop, mentor, and inspire a high-performing, diverse accounting team, fostering a culture of continuous learning and excellence. Qualifications: * Bachelor's degree in accounting required * CPA license strongly preferred. * 5+ years of progressive technical accounting or financial reporting experience, with strong knowledge in US GAAP and strong understanding of international accounting and reporting complexities. * Demonstrated ability to prepare and review technical accounting memos and consolidated financial statements. * Strong communication skills and executive presence. * Excellent analytical, problem-solving, and critical-thinking skills. * Ability to work independently in a fast-paced environment with strict deadlines. * Commitment to continuous learning, confidentiality, and ethical standards. * Proficiency in MS Office Suite (Excel, Word, PowerPoint, Project). The compensation range for this role is $98,230 to $186,220. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $98.2k-186.2k yearly Auto-Apply 8d ago
  • Tax Experienced Associate- Real Estate Property Tax

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Houston, TX job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Tax Experienced Associate- Real Estate Property Tax to join our growing State & Local Tax (SALT) practice in Dallas, TX! Our SALT practice is made up of professionals across the U.S., providing a full spectrum of services including Income & Franchise tax, Sales & Use tax, Real & Personal Property tax, Unclaimed Property and Voluntary Disclosure & Remediation by industry needs. As a member of this talented team, you will help clients capitalize on strategic ideas and planning techniques that ensure state and local tax compliance, reduce expenses and enhance cash flow. Candidates for the Associate position must possess a successful track-record of experience in the real estate Property Tax market. Candidates must be able to work in a deadline driven, fast-paced, and dynamic work environment. Responsibilities include but are not limited to appealing assessment notices, property valuation, and tax filings. The Associate is responsible for ensuring client appeals are handled appropriately and working with the team to apply proper valuation methodologies. Essential Duties and Responsibilities * Manage property tax filings in multiple states * File appeals, maintain appeal calendar, and attend hearings * Successfully navigate Freeport Exemption filings where applicable * Negotiating with assessors on multi-state portfolios * Consistently exceed client service expectations * Manage and motivate staff to achieve desired results * Attain mastery of software updates and changes, specifically OneSource/PTMS * Develop and preserve positive relationships with assessors and clients * Create and update files and records, while tracking tax appeal deadlines * Verify that values fall within established guidelines * Maintain hearing schedules as required * Manage the processing of tax bills timely and accurately * Participate in team projects by taking ownership of assignments * Ensure all team matters are completed in a timely manner * Commitment to working in a dynamic, deadline driven environment Requirements: * Highly detail oriented * Strong analytical and technical skills * Ability to work independently with minimum supervision * Excellent Communication Skills Education and Qualifications * Bachelor's degree in Accounting, Business Administration, Finance, or related field preferred * Desire to pursue CMI. * Advanced skills in Microsoft Word and Excel * Excellent verbal and written communication skills * Ability to meet travel requirements of the job * Previous OneSource/PTMS software experience is required The compensation range for this role is $63,200 to $119,820. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $63.2k-119.8k yearly Auto-Apply 60d+ ago
  • Associate-Finance and Accounting BPO/Managed Services

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Houston, TX job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: As an Associate in our Mid Market Outsourced Accounting & Advisory Services practice, you will be a vital member of a high-performing team, providing best-in-class accounting and advisory services to our clients. You will support the day-to-day financial operations for multiple clients, ensuring accuracy and efficiency in a cloud-based environment. This role is a fantastic opportunity for an early-career professional to gain hands-on experience, develop technical accounting skills, and contribute to a collaborative, client-focused team. You will be responsible for a variety of tasks that contribute to the overall financial health and strategic goals of our clients. Key Responsibilities * Transactional Accounting: Perform daily and weekly accounting tasks, including accounts payable (P2P), accounts receivable (O2C), bank reconciliations, and expense management. * Financial Reporting Support: Assist in the preparation of monthly, quarterly, and annual financial statements and other key reports for clients. * Process Improvement: Contribute to the implementation of process improvements to streamline workflows and enhance efficiency. * Data Management: Accurately classify, record, and summarize financial data, ensuring the integrity of financial records. * Client Collaboration: Work closely with the engagement team and client contacts to gather information, clarify requirements, and ensure timely completion of tasks. * Documentation: Support the creation and maintenance of standardized desktop procedures and process documentation. * Problem-Solving: Assist in troubleshooting and resolving accounting issues and discrepancies. Qualifications * Education: o Bachelor's degree in Accounting, Finance, or a related field is required. * Experience: o Relevant internship - 2 years professional work experience in an accounting or finance role is a plus. o Experience in MS Office Suite, and ERP systems (e.g. Workday, SAP, Oracle, QuickBooks Online, Sage Intacct, NetSuite) as a plus. * Skills: o Foundational knowledge of Generally Accepted Accounting Principles (GAAP). o Strong analytical and problem-solving abilities with a keen attention to detail. o Excellent organizational, communication, and interpersonal skills. o Ability to work effectively in a fast-paced, team-oriented environment. o A proactive and adaptable mindset with a strong commitment to continuous learning.
    $60k-85k yearly est. Auto-Apply 60d+ ago
  • International Tax Director

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Houston, TX job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities Are you interested in joining one of the fastest growing public accounting firms? If yes, consider joining Baker Tilly (BT) as an International Tax Director. In this role you will be focused on the delivery of a full range of international tax services for multiple clients in a wide variety of industries. Your responsibilities will include interacting closely with clients to provide innovative international tax planning, consulting, and compliance expertise; developing and managing staff; working closely with staff on client management, practice development and business development activities; and formulating and delivering innovative international tax planning and savings strategies. You will work side-by-side with firm leadership and our associates to serve clients and build the business, having a direct impact on the firm's success. You will be a valued mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. As one of the fastest growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field. Our International Tax Practice is a National Practice, with team members based out of many of our offices. It is highly preferred to have this Director in Chicago, IL or Dallas, TX. You will enjoy this role if: * You are able and excited to drive growth and able to market source new clients and new business and want to partner closely with Baker Tilly colleagues across all disciplines and help drive forward our strategy * You are excited about having a direct impact to grow the International Tax Practice * You want to work for a leading CPA advisory firm which is growing, growth means more opportunity * You are passionate about contributing to your team's professional growth and your continued development, creating endless opportunities now, for tomorrow What You Will Do: * Oversee tax-planning responsibilities for clients, review complex tax research on a wide range of tax issues related to business transactions for a variety of entities and their affiliates. * Oversee the delivery of a full range of international tax services and advise U.S. and foreign multinational companies on the tax implications of their international operations as well as coordinating U.S. tax laws with foreign tax laws to develop an optimal worldwide tax strategy and develop tax planning strategies to minimize U.S. and foreign income taxes * Consult with clients on tax-efficient structuring of international transactions, effective use of tax treaties, planning related to offshore investments activities and repatriation programs to minimize US and foreign income taxes of our US-based multinational clients, minimizing worldwide tax burdens on business transactions and operations, and making effective foreign investments * Research and consult on various tax matters, respond to IRS and other tax authority inquiries when requested, make recommendations to the client for consideration * Actively participate in business development efforts to include working collaboratively with other partners and marketing professionals to target and build relationships with client prospects * Manage, supervise, train and lead the staff through counsel, guidance and coaching. Evaluate performance and work efforts; participate in performance review process Qualifications Successful candidates will have: * Bachelor's degree in accounting required, master's or advanced degree highly desirable * CPA and/or JD required * Twelve to fifteen plus (12-15) years of public accounting experience in International Tax issues; to include inbound and outbound transaction consulting, multi-national corporation experience, transfer pricing, foreign tax credit utilization, and tax minimization. We will look at candidates who have public accounting and large corporate international experience * Excellent leadership, organizational, interpersonal and communications skills, ability to effectively manage and mentor a staff * Experience with Pillar II would be highly desirable. * Demonstrated management, analytical, organization, interpersonal, project management, communication skills * Ability to travel as needed for client engagements and team meetings For California, Colorado, New York and Washington: The compensation range for this role is $229,510 to $435,120 Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. #LI-hybrid
    $79k-126k yearly est. Auto-Apply 43d ago
  • Manager, Transactions Advisory Services

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Houston, TX job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: We are currently searching for a Manager to join our Transaction Advisory Service team within our Financial Advisory Services team. This is a great opportunity to be a valued business advisor and provide due diligence and transaction advisory services to our clients to meet their complex financial needs. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if: * You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve - Baker Tilly Industries * You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges * You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions * You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!) * You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow What You Will Do: * Data gathering, document review and preparation of quality of earnings reports. * Research and financial analysis of target companies. * Due diligence for both buy side and sell side transactions. * Communication with clients to ensure delivery of exceptional client service. * Participate in various marketing and recruiting activities of the firm. * Opportunities for career development and to advance within the transaction advisory services group. * Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community * Invest in your professional development individually and through participation in firm wide learning and development programs * Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Successful candidates will have: * 6+ years' experience in a large accounting firm in audit, financial advisory or transaction service lines * Relevant bachelor's degree in accounting, finance or related * Certified public accountant (CPA) preferred, not required * High motivation, initiative and positive attitude * Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately * Intermediate modeling and excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insights * Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced environment with shifting priorities * Excellent verbal and written communication, experience presenting analyses to management and ability to lead and drive initiatives * Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries * Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings The compensation range for this role is $114,000-$180,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $114k-180k yearly Auto-Apply 38d ago
  • Senior Auditor

    Laporte CPAs & Business Advisors 3.7company rating

    Houston, TX job

    Responsibilities Executing the day-to-day activities of audit engagements of various clients Conducting audits and other engagements using a team approach to coordinate and manage the inclusion of tax and other advisory team members on the engagement Efficiently manages fellow assurance team members, primarily on financial statement audits, from planning the engagement, coordinating with client, timely review of team members work, and timely reviews of team members engagement performance Maintaining long-term focus on client relationships by maintaining client contact with appropriate individuals throughout the year Ensuring compliance with internal (audit methodology and risk management) and external (regulatory) requirements Identifying and communicating accounting and auditing matters to managers and partners Recognizing opportunities to provide additional services to new or existing clients Preparing complex financial reports, including statements, footnotes, supplemental information and all other client deliverables Researching a complex accounting topic and forming a conclusion to be reviewed by an appropriate team member and presented before the client Coaching and developing fellow staff members, including interns and through senior associates Assisting in the development and training of new staff Recruiting for future staff hires Requirements Credentials & Experience Bachelor's degree in Accounting CPA certification preferred 2-5 years of public accounting experience with a national or regional firm Public accounting experience within an Assurance Department at either the Staff or Senior level Non-Profit experience preferred Knowledge & Skills Working knowledge of GAAP, SAS, and audit procedure Proficiency with computer audit applications and technology Strong communication skills, oral and written, so that client interactions are handled with professionalism and with a sense of wanting to help the client succeed Ability to handle multiple engagements simultaneously, while maintaining consistency and accuracy Ability to successfully interact with staff as well as clients' internal accounting staff and business owners Willingness to participate in Firm activities that contribute to the community through philanthropic efforts Must exhibit a high degree of professionalism including the ability to maintain the highest level of confidentiality Presentation skills necessary to confidently present at an audit committee meeting, industry or trade association and for an office event Travel Requirements To accommodate the needs of clients, 20-30% time will be spent traveling.
    $64k-78k yearly est. Auto-Apply 1d ago
  • Associate, Client Accounting Services - Family Office

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Houston, TX job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you interested in joining one of the fastest growing consulting and accounting firms in the country? Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of accounting and advisory? If yes, consider joining Baker Tilly (BT) as a Family Office Accounting Associate! Our Family Office practice provides accounting and consulting services to ultra-high net worth individuals and family clients. The services provided range from partnership accounting, financial reporting, cash management, and bill payment to advising on complex intergenerational wealth strategies and best practices. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if: * You crave the opportunity to be part of a fast growing, family office practice where your hard work and creativity will be rewarded * You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together * You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow What you will do: * Work closely with multiple clients with a variety of accounting and administrative services, including but not limited to: * Assisting team members with the full accounting processes, i.e. maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers * Researching and resolving issues or discrepancies with clients' accounts, bill pay or invoices * Supervising and reviewing the accounts payable function and Family Office staff members * Managing and reconciling numerous bank, brokerage, and credit card accounts * Performing reconciliations and analysis for balance sheet accounts, including inter-company accounts * Preparing year-end reporting of 1099s * Assisting in preparation of quarterly and annual tax packages and supporting documents * Responding to client requests and inquiries * Handling special projects as needed. * Demonstrate the desire to continually grow, learn and develop skills and knowledge through external and internal education, training and cross-training opportunities to maximize personal contribution to the organizational goals and ongoing career development * Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients * Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals * Enjoy friendships, social activities and team outings that encourage a work-life balance Successful candidates will have: * Bachelor's degree in Business, Accounting, Finance or related degree * CPA eligible preferred * 2 to 5 years of progressive accounting/bookkeeping experience * Proficient with Microsoft Office; QuickBooks experience preferred * Strong project management and client service skills * Familiar with GAAP and financial statements * High attention to detail, problem solver & intellectually curious * Adhere to the highest level of confidentiality * A diverse accounting background * An understanding of professional services and client service * Strong interpersonal skills with an approachable and professional demeanor * Outstanding organization skills * Excellent verbal and written communication skills * The ability to handle and respond to multiple client and department demands in a timely manner * The ability to prioritize assignments and effectively manage their time * The ability to thrive in a fast paced and dynamic environment * The ability to be a team player but be able to work independently.
    $31k-37k yearly est. Auto-Apply 38d ago
  • Director, Accounting and Financial Advisory Services

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Houston, TX job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Position Overview: We are seeking a dynamic and highly experienced Director to lead and expand our Financial Advisory Services (FAS) within the Office of the CFO Accounting Advisory practice. This role will specialize in advising clients on complex technical accounting, reporting and transaction-related matters. The ideal candidate will bring deep expertise in U.S. GAAP, IFRS, and regulatory frameworks, and will serve as a trusted advisor to CFOs and finance leaders navigating accounting complexities, transactions, and emerging financial technologies. Key Responsibilities: * Serve as a senior advisor to clients with deep technical expertise * Lead and deliver advisory engagements on complex accounting topics including: * Consolidations (ASC 810) * Revenue Recognition (ASC 606) * Leases (ASC 842) * Business Combinations (ASC 805) * Impairments (ASC 350/360) * Share-based payments (ASC 718) * Complex financial instruments and other non-routine transactions * Advise on accounting policy development, restatements, and remediation of material weaknesses * Build and maintain strong relationships with CFOs, Controllers, and Audit Committees. * Drive thought leadership in emerging accounting topics, including evolving FASB and SEC guidance * Stay abreast of regulatory developments (SEC, FASB, IASB, etc.) and emerging technologies impacting financial reporting * Lead, mentor, and grow high-performing teams; foster a culture of innovation and technical excellence * Support business development, proposals, and go-to-market strategies * Collaborate cross-functionally with tax, risk, valuation, managed services, and technology teams to deliver end-to-end solutions Qualifications: * Bachelor's or Master's degree in a specialized field such as accounting, business, finance or related field - Master's degree preferred. * CPA required, CFA or other relevant certifications a plus * 10+ years of relevant experience in accounting advisory, Big 4 or top-tier consulting preferred * Proven track record of leading complex engagements and managing senior client relationships * Excellent communication, presentation, and stakeholder management skills * Ability to navigate ambiguity and deliver high-impact solutions in fast paced environments * Attention to detail along with a commitment to quality and confidentiality. * Ability to work extended hours including evenings and weekends, as well as the ability to travel overnight, as necessary. Why Join Us: * Lead a rapidly growing, high impact advisory practice * Influence the future of financial reporting * Collaborate with innovative clients across traditional and emerging sectors * Competitive compensation and flexible work environment "The compensation range for this role is $215,950 to $409,420. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location."
    $96k-139k yearly est. Auto-Apply 1d ago
  • Senior Consultant, Mergers & Acquisitions (M&A) Tax

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Houston, TX job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities At Baker Tilly, we invest in our people. We believe in continuous learning and development and have a number of programs to ensure the success of our people. As we continue to grow our M&A Tax practice, we are seeking to add a Senior to our M&A Tax team in any of our offices. In this role, you will be developing and implementing transaction advisory services to our clients to meet their complex financial needs. Open to location. Our clients include privately held and publicly traded companies, private equity funds, mezzanine funds, banks, and business development companies. This multi-faceted client base allows us to provide our staff with a variety of opportunities across numerous industries, and a constant flow of challenging and meaningful work. * Interact directly with Partners on matters related to client and engagement management * Modeling financial transactions to be used in valuation, structuring and negotiation * Prepare detailed memoranda and presentations describing the key attributes of client companies and industries * Assist in the review and analysis of the tax aspects of acquisition and merger agreements and draft tax opinion letters and memoranda * Identify and analyze tax risks and opportunities while advising on alternative tax strategies for acquisition, disposition and restructuring of businesses * Review, assess and advise clients regarding tax computations reflected in their financial models; and assist clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction * Data gathering, document review and preparation of reports * Research & financial analysis of target companies * Due diligence for both buy side and sell side transactions * Transaction structuring for tax and accounting issues * Negotiation support * Communication with business owners to ensure delivery of exceptional client service * Participate in various marketing and recruiting activities of the firm Qualifications * Bachelor's degree in Finance, Accounting or related field required; or a graduate degree and 4 years of related work experience. * 2+ years of work related experience in a mid to large size professional services firm * Certified Public Accountant CPA or JD/LLM required. * Tax due diligence, deal structuring and post-acquisition planning experience and/or inbound and outbound transaction consulting with international tax research, planning and compliance experience * Demonstrated analytical, problem-solving, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills required. * Strong written communication skills * Ability to provide exceptional client service, demonstrate commitment to continuous learning, display appropriate ethical knowledge and commitment and exhibit a sense of urgency and commitment to quality and the timely completion of duties. The compensation range for this role is $110,000 to $175,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $110k-175k yearly Auto-Apply 38d ago
  • Senior Consultant Transactions Advisory Services

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Houston, TX job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: At Baker Tilly, we invest in our people. We believe in continuous learning and development and have a number of programs to ensure the success of our people. As we continue to grow our Transaction Services practice within our Financial Advisory practice, we are seeking to add a Senior Consultant to our team. In this role, you will provide due diligence and transaction advisory services to our clients to meet their complex financial needs. Our clients include privately held and publicly traded companies, private equity funds, mezzanine funds, banks, and business development companies. This multi-faceted client base allows us to provide our staff with a variety of opportunities across numerous industries, and a constant flow of challenging and meaningful work. Responsibilities: * Interact directly with Partners on matters related to client and engagement management. * Data gathering, document review and preparation of quality of earnings reports. * Research and financial analysis of target companies. * Due diligence for both buy side, sell side, and corporate finance transactions. * Communication with clients to ensure delivery of exceptional client service. * Participate in various marketing and recruiting activities of the firm. * Opportunities for career development and to advance within the transaction advisory services group. Qualifications * Bachelor's degree in Accounting required and a CPA designation are preferred. * Between two (2) to four (4) years of experience in a mid to large size professional services firm performing audits and related services for a diverse client base and, and at least two (2) years of transaction services / due diligence experience. * Professional designations or candidacy (CFE, CFA, etc.) and / or an advanced degree are a plus. * High motivation, initiative and positive attitude * Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately * Intermediate modeling and excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insights * Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced environment with shifting priorities * Excellent verbal and written communication, experience presenting analyses to management and ability to lead and drive initiatives * Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries * Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings The compensation range for this role is $96,000 to $110,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $96k-110k yearly Auto-Apply 38d ago

Learn more about Carr, Riggs & Ingram jobs

Most common locations at Carr, Riggs & Ingram