Transaction Advisory Services Managing Director
Director job at CBIZ
#LI-DNI About the Practice CBIZ Transaction Advisory Services, part of CBIZ Private Equity Advisory, is the leading national due diligence team for middle market private equity groups and companies. Our team of M&A professionals has deep experience helping our clients make well-informed decisions that have a big impact on their investments.
Our practice has experienced tremendous growth in recent years - more than doubling in size in just the past few years. Our team and our culture are truly what sets us apart from other firms. As such, our people are our number one priority and working for our firm means something different:
* Team members work remotely/virtually from anywhere in the U.S.
* You will develop collaborative, lasting professional and personal relationships with clients regardless of your level.
* You will receive meaningful support from firm leadership for substantial professional development. There will be variety in the clients that you work with and the deals that you work on.
* You will work in an environment and culture where your efforts matter to our team and clients.
* We offer market-leading compensation and a consistent track record of maximum bonus payout.
* Promotions and career advancement are based on ability and talent, not tenure - our merit-based promotions provide a significant opportunity to accelerate your career trajectory.
* Our unique approach to practice management offers opportunities for autonomy and consistency in schedule from week-to-week - allowing our people to better plan their work activities and personal lives. Business travel requirements are minimal.
* We place significant emphasis on the value of personal time. We understand that professional opportunities and advancement are important to you, but that time for family, friends and personal pursuits are essential to your life and overall fulfillment. Making sure that team members have flexibility at work, opportunities to enjoy evenings and weekends and to truly disconnect for holidays and time off is critical to each team member's professional engagement and personal well-being.
* When times get tough, we get tougher - and we stand by our people. We had 100% personnel retention during the pandemic - and we paid out full bonuses to our team members.
* While we want our people to stay with our firm for their entire careers, we are also realistic. We are committed to advancing your professional skills and career opportunities wherever they may lead.
If you're looking to join a talented, rapidly growing, entrepreneurially minded team of M&A professionals where you can be your whole self, make an impact, advance your skills and deepen your experiences, then consider joining our Transaction Advisory Services team.
About the Role
Our team focuses on providing both buy side and sell side due diligence to private equity groups and companies across a variety of industries located throughout the U.S. You will have the opportunity to perform in-depth business analysis and advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions. Your work will drive recommendations in the context of key business trends, valuation considerations and deal structuring alternatives.
Essential Functions & Primary Duties
* Provide technical and advisory financial and accounting due diligence services to private equity clients and companies.
* Actively manage projects by driving timelines forward, conducting frequent team check-ins, managing project budgets, and review of project analyses, issues and deliverables.
* Manage multiple engagements and teams at a time.
* Support team members through their performance of complex analyses, including analysis of cash flows, quality of assets and earnings, operating and profitability trends, working capital and identification of potential liabilities and risks.
* Drive internal proposal processes, including team communication and proposal preparation.
* Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate our value proposition.
* Drive consistency in process, analyses, and conclusions across projects, clients, and industries.
* Provide technical, due diligence and deal-related expertise and guidance to project teams (e.g., technical accounting, QofE adj., NWC, SPA review, complex analyses, etc.).
* Serve as a reviewer throughout project execution and prior to project delivery.
* Execute on initiatives to enhance delivery processes, methodologies, and tools.
Preferred Qualifications
* CPA and knowledge of U.S. Generally Accepted Accounting Principles (GAAP)
* Master's degree in accounting or MBA (with an accounting undergraduate degree)
* A preferred minimum of 3-5 years of financial audit experience (preferably with a top ten public accounting firm), investment banking, financial due diligence, corporate finance, financial consulting or other M&A experience
* A minimum of 10 years of experience in the transaction advisory services practice of a top ten national accounting firm and a minimum of 3-5 years in the role of Director and/or Senior Director within that practice.
* Team player with exceptional verbal and written communication skills
* Advanced MS Excel skills and strong working knowledge of other MS Office applications
* Self-motivated and demonstrated ability to learn and succeed in a fast-paced and unconventional work environment are essential
* Possess an uncommon drive and entrepreneurial spirit
Minimum Qualifications
* Bachelor's degree
* 10 years of experience in public accounting or related field
* 10 years supervisory experience
* Must have active CPA or equivalent certification
* Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
* Proficient use of applicable technology
* Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
* Proven high level of business integrity, client service and leadership skills
* Must be able to travel based on client and business needs
Director, Finance and Accounting Advisory Services
New York, NY jobs
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.
Job Responsibilities
* Lead teams to drive corporate recovery, restructuring, exit strategies, non-performing or distressed investments, and insolvency
* Responsible for hands on management of project teams, including directing other team members, and managing outside professionals involved in the engagement and client personnel
* Apply project management skills to ensure projects are scoped properly, appropriate priorities are established, implementation plans are developed and executed, and projects meet client expectations
* Analyze client business plans, debt capacity, competitive positioning and strategy, key-contracts and relationships, and regulatory considerations
* Develop turnaround strategies with contingencies to assist with client initiatives and identify/evaluate potential restructuring/financing alternatives
* Apply operational business experience along with accounting, finance, and analytical skills to various client situations and practice disciplines including, but not limited to, asset identification and monetization, creditor negotiation and settlement, financial modeling, financial statements and projections assessments, business plan evaluations, and project management
* Drive development of integrated financial modeling/projections, cash flow forecasts, business plans, financial models, and other support as needed
* Perform financial reviews and provide implementation services for liquidations, bankruptcy and receiverships
* Proactively lead in business development efforts by instigating and managing marketing activity
* Prepare reports, written analyses, presentations, quantitative exhibits, and other client deliverables regarding project scope and/or results of work performed
* Lead, mentor and professionally develop team members, actively participating in the career advisory and performance review process. Provide knowledgeable guidance and direction to associates in the development of intricate financial models and other analyses
Requirements
* Bachelor's Degree in a business-related field of study
* Minimum of 10 years-experience in the restructuring industry plus client-side experience
* Proven track record of business development and revenue generation
* In-depth understanding of financial or independent business reviews, corporate recovery, restructuring, debt advisory, turnaround, workout, sell side advisory and distressed asset disposal; and/or insolvency, exit strategy, liquidation, receivership and bankruptcy services
* Flexibility to work from home while collaborating in person half the time.
"Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.
Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.
Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract.
Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $180,000 - $215,000. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $190,000 - $235,000. For Northern California residents, the compensation range for this position: $190,000 - $240,000. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.
Armanino has a robust offering of benefits, including:
* Medical, dental, vision
* Generous PTO plan and paid sick time
* Flexible work arrangements
* 401K with Profit Sharing
* Wellness program
* Generous parental leave
* 11 paid holidays
For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance
To view our Consumer Notice at Collection for job applicants, please visit: ****************************************************
We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
Auto-ApplyFinancial Services Tax - Real Estate Director
Columbus, OH jobs
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Director A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.
Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
* Support team to disrupt, improve and evolve ways of working when necessary.
* Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations.
* Identify gaps in the market and spot opportunities to create value propositions.
* Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments.
* Create an environment where people and technology thrive together to accomplish more than they could apart.
* I promote and encourage others to value difference when working in diverse teams.
* Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders.
* Influence and facilitate the creation of long-term relationships which add value to the firm.
* Uphold the firm's code of ethics and business conduct.
The Opportunity
As part of the Financial Services Tax team you are expected to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Director you are expected to set the strategic direction, lead business development efforts, and oversee multiple projects while maintaining impactful executive-level client relations. You are expected to provide exceptional technical knowledge and specialization, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs.
Responsibilities
* Set the strategic direction for the Financial Services Tax team
* Lead business development initiatives to drive growth
* Oversee multiple projects to achieve top-quality delivery
* Maintain executive-level client relationships
* Provide technical proficiency and industry insights
* Foster a culture of digitization and automation
* Equip professionals to succeed in complex transactions
* Leverage One Firm knowledge to address client needs
What You Must Have
* Bachelor's Degree in Accounting
* 6 years of experience
* CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
* Broad knowledge of tax compliance methods
* Strategy consulting for Real Estate Trusts
* Thorough knowledge of partnership structures
* Advanced technical skills in real estate services
* Identifying and addressing client needs
* Developing and sustaining profound client relationships
* Preparing and presenting complex written and verbal documents
* Leading teams to generate a vision and establish direction
* Utilizing automation and digitization in professional services
Travel Requirements
Up to 20%
Job Posting End Date
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $150,000 - $438,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
Auto-ApplyTax Director - Personal Financial Services
Columbus, OH jobs
Industry/Sector Not Applicable Specialism Entrepreneurial & Private Business (EPB) - General Management Level Director A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations. You'll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity."
Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
* Support team to disrupt, improve and evolve ways of working when necessary.
* Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations.
* Identify gaps in the market and spot opportunities to create value propositions.
* Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments.
* Create an environment where people and technology thrive together to accomplish more than they could apart.
* I promote and encourage others to value difference when working in diverse teams.
* Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders.
* Influence and facilitate the creation of long-term relationships which add value to the firm.
* Uphold the firm's code of ethics and business conduct.
The Opportunity
As part of the PwC Private Personal Financial Services team you are expected to lead the creation and implementation of impactful financial advisory services. As a Director you are expected to set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations. This role is crucial in driving business growth, shaping client engagements, and mentoring the future leaders, maintaining PwC's reputation for quality, integrity, and inclusion.
Responsibilities
* Lead the creation and implementation of financial advisory services
* Set strategic direction and drive business development
* Oversee multiple projects and maintain executive-level client relations
* Mentor and develop future leaders
* Maintain the firm's reputation for quality, integrity, and inclusion
* Assist clients in improving operational efficiency and personal wealth strategy
* Develop, design, and implement plans to achieve personal wealth goals
* Provide advisory services for audit, tax compliance, and planning
What You Must Have
* Bachelor's Degree in Accounting
* 8 years of experience
* CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
* Consulting with affluent individuals
* Financial planning and wealth transfer planning
* Business succession planning or trust and estate work
* Possessing technical skills with Form 1040 and Form K1
* Identifying and addressing client needs
* Developing and sustaining profound client relationships
* Leading as a business advisor and developing new relationships
* Leading teams to generate a vision and establish direction
* Innovating through new and existing technologies
Travel Requirements
Up to 20%
Job Posting End Date
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $150,000 - $438,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
Auto-ApplyOracle L2R Financial Services Director
Columbus, OH jobs
Industry/Sector FS X-Sector Specialism Oracle Management Level Director At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives.
As an Oracle lead to revenue at PwC, you will focus on working with Oracle's suite of applications and tools designed to manage the entire customer journey, from lead generation to revenue realisation and customer satisfaction. You will be responsible for implementing and configuring Oracle lead management, sales automation, marketing automation, and customer experience solutions to meet the specific needs of an organisation.
Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
* Lead in line with our values and brand.
* Develop new ideas, solutions, and structures; drive thought leadership.
* Solve problems by exploring multiple angles and using creativity, encouraging others to do the same.
* Balance long-term, short-term, detail-oriented, and big picture thinking.
* Make strategic choices and drive change by addressing system-level enablers.
* Promote technological advances, creating an environment where people and technology thrive together.
* Identify gaps in the market and convert opportunities to success for the Firm.
* Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Financial Services team, you will lead transformative Oracle initiatives that drive business success. As a Director, you will set the strategic direction, inspire impactful teams, and cultivate client relationships that enhance PwC's reputation for quality and integrity. This role offers the chance to shape the future of financial services through innovative solutions and collaborative leadership.
Responsibilities
* Drive the strategic vision for Oracle initiatives within Financial Services
* Inspire and lead exceptional teams to achieve business objectives
* Build and maintain substantial client relationships to enhance firm reputation
* Develop innovative solutions that address client needs and market trends
* Collaborate across teams to foster a culture of teamwork and excellence
* Mentor and guide team members to cultivate their professional growth
* Maintain adherence to professional standards and ethical practices
* Identify market opportunities to drive business success and growth
What You Must Have
* Bachelor's Degree
* At least 10 years of experience
What Sets You Apart
* Proven track record in Oracle transformation programs
* Leading multi-disciplinary teams to drive innovation
* Selling and executing complex Oracle engagements
* Delivering Oracle Financial Services solutions
* Developing market-differentiated Oracle solutions
* Understanding challenges in Financial Services organizations
* Leading offshore delivery teams for Oracle Cloud
* Designing and implementing complex business processes
* Preparing and delivering executive presentations
Travel Requirements
Up to 60%
Job Posting End Date
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $155,000 - $410,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
Auto-ApplyDirector, Transaction Advisory Services
San Jose, CA jobs
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.
Armanino's CFO Advisory Practice is comprised of a dedicated team providing accounting and financial advice to support to companies on a wide range of transactions and events. We are doers and problem solvers - helping CFOs be successful.
Job Responsibilities
* Conduct Financial Due Diligence, including preparation of Quality of Earnings reports
* Work collaboratively with a diverse set of colleagues to serve clients in the areas of financial accounting matters and business processes: Purchase Price Accounting, Deal Structuring, Integration & Support, and IP Sales
* Prepare financial statements, typically in connection with acquisitions, carve-outs, proposed sale transactions, restatements, etc. including footnote disclosures
* Lead buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to companies and private equity investors with a focus on private equity deals.
* Manage and coordinate approach of client, Armanino's engagement teams, and third-party diligence providers throughout the transaction process.
* Analyze target company data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks which impact the valuation and negotiation with the target company.
* Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of management's budget, and indebtedness considerations.
* Oversee and execute on A+ client delivery; Execute services and deliverables around Operational and Technical Accounting; including Accounting Policies & Procedures, Financial Statement Close Process and Process & Controls Implementation
* Lead, mentor and professionally develop CFO Advisory team members, actively participating in the career advisory and performance review process
* Build team culture and environment for scaling a hyper-growth consulting business
* Cultivate relationships with senior executives at client companies and private equity sponsors and leverage them to generate projects
* Support the business development team with client delivery or sector specific expertise
* Foster culture of growth and a business development mindset
* Act as a thought leader in the market
* Provide high-quality consulting services by taking personal ownership for delivering client engagements that are fact-driven, solution oriented and meet Armanino's A+ Execution standard for quality
* Supervise execution teams, providing senior project leadership and managing evolving client management needs
Requirements
* BS degree in Accounting, Finance, or another Business-related field is required
* Minimum 10 years of relevant professional experience working in a client serving role at a top-tier public accounting or financial advisory firm, and/or private industry experience at a senior level
* Strong Excel and PowerPoint skills
* Experienced in client advisory on financial accounting issues, and have an understanding of significant business events (mergers, acquisitions, and carve-outs)
* Exceptional writing, communication, interpersonal, presentation, organizational, management, analytical, decision-making and research skills.
* Proven experience successfully managing multiple complex projects at the same time, managing not only client/sponsor dynamics but internal team dynamics as well
* Able to effectively communicate complex issues and solutions
* Full of entrepreneurial spirit and comfortable in a fluid, flat organization
* Flexibility to work from home while collaborating in person half the time.
Preferred Qualifications
* CPA
"Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.
Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.
Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract.
Certain states require us to disclose the pay range and benefits summary for job openings. The compensation range for this position: $200,000 - $240,000. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.
Armanino has a robust offering of benefits, including:
* Medical, dental, vision
* Generous PTO plan and paid sick time
* Flexible work arrangements
* 401K with Profit Sharing
* Wellness program
* Generous parental leave
* 11 paid holidays
For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance
To view our Consumer Notice at Collection for job applicants, please visit: ****************************************************
We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
Auto-ApplyFinancial Services Tax - Real Estate Director
Cleveland, OH jobs
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Director A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.
Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
* Support team to disrupt, improve and evolve ways of working when necessary.
* Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations.
* Identify gaps in the market and spot opportunities to create value propositions.
* Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments.
* Create an environment where people and technology thrive together to accomplish more than they could apart.
* I promote and encourage others to value difference when working in diverse teams.
* Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders.
* Influence and facilitate the creation of long-term relationships which add value to the firm.
* Uphold the firm's code of ethics and business conduct.
The Opportunity
As part of the Financial Services Tax team you are expected to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Director you are expected to set the strategic direction, lead business development efforts, and oversee multiple projects while maintaining impactful executive-level client relations. You are expected to provide exceptional technical knowledge and specialization, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs.
Responsibilities
* Set the strategic direction for the Financial Services Tax team
* Lead business development initiatives to drive growth
* Oversee multiple projects to achieve top-quality delivery
* Maintain executive-level client relationships
* Provide technical proficiency and industry insights
* Foster a culture of digitization and automation
* Equip professionals to succeed in complex transactions
* Leverage One Firm knowledge to address client needs
What You Must Have
* Bachelor's Degree in Accounting
* 6 years of experience
* CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
* Broad knowledge of tax compliance methods
* Strategy consulting for Real Estate Trusts
* Thorough knowledge of partnership structures
* Advanced technical skills in real estate services
* Identifying and addressing client needs
* Developing and sustaining profound client relationships
* Preparing and presenting complex written and verbal documents
* Leading teams to generate a vision and establish direction
* Utilizing automation and digitization in professional services
Travel Requirements
Up to 20%
Job Posting End Date
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $150,000 - $438,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
Auto-ApplyOracle L2R Financial Services Director
Cleveland, OH jobs
Industry/Sector FS X-Sector Specialism Oracle Management Level Director At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives.
As an Oracle lead to revenue at PwC, you will focus on working with Oracle's suite of applications and tools designed to manage the entire customer journey, from lead generation to revenue realisation and customer satisfaction. You will be responsible for implementing and configuring Oracle lead management, sales automation, marketing automation, and customer experience solutions to meet the specific needs of an organisation.
Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
* Lead in line with our values and brand.
* Develop new ideas, solutions, and structures; drive thought leadership.
* Solve problems by exploring multiple angles and using creativity, encouraging others to do the same.
* Balance long-term, short-term, detail-oriented, and big picture thinking.
* Make strategic choices and drive change by addressing system-level enablers.
* Promote technological advances, creating an environment where people and technology thrive together.
* Identify gaps in the market and convert opportunities to success for the Firm.
* Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Financial Services team, you will lead transformative Oracle initiatives that drive business success. As a Director, you will set the strategic direction, inspire impactful teams, and cultivate client relationships that enhance PwC's reputation for quality and integrity. This role offers the chance to shape the future of financial services through innovative solutions and collaborative leadership.
Responsibilities
* Drive the strategic vision for Oracle initiatives within Financial Services
* Inspire and lead exceptional teams to achieve business objectives
* Build and maintain substantial client relationships to enhance firm reputation
* Develop innovative solutions that address client needs and market trends
* Collaborate across teams to foster a culture of teamwork and excellence
* Mentor and guide team members to cultivate their professional growth
* Maintain adherence to professional standards and ethical practices
* Identify market opportunities to drive business success and growth
What You Must Have
* Bachelor's Degree
* At least 10 years of experience
What Sets You Apart
* Proven track record in Oracle transformation programs
* Leading multi-disciplinary teams to drive innovation
* Selling and executing complex Oracle engagements
* Delivering Oracle Financial Services solutions
* Developing market-differentiated Oracle solutions
* Understanding challenges in Financial Services organizations
* Leading offshore delivery teams for Oracle Cloud
* Designing and implementing complex business processes
* Preparing and delivering executive presentations
Travel Requirements
Up to 60%
Job Posting End Date
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $155,000 - $410,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
Auto-ApplyFinancial Services Tax - Real Estate Director
Cincinnati, OH jobs
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Director A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.
Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
* Support team to disrupt, improve and evolve ways of working when necessary.
* Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations.
* Identify gaps in the market and spot opportunities to create value propositions.
* Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments.
* Create an environment where people and technology thrive together to accomplish more than they could apart.
* I promote and encourage others to value difference when working in diverse teams.
* Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders.
* Influence and facilitate the creation of long-term relationships which add value to the firm.
* Uphold the firm's code of ethics and business conduct.
The Opportunity
As part of the Financial Services Tax team you are expected to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Director you are expected to set the strategic direction, lead business development efforts, and oversee multiple projects while maintaining impactful executive-level client relations. You are expected to provide exceptional technical knowledge and specialization, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs.
Responsibilities
* Set the strategic direction for the Financial Services Tax team
* Lead business development initiatives to drive growth
* Oversee multiple projects to achieve top-quality delivery
* Maintain executive-level client relationships
* Provide technical proficiency and industry insights
* Foster a culture of digitization and automation
* Equip professionals to succeed in complex transactions
* Leverage One Firm knowledge to address client needs
What You Must Have
* Bachelor's Degree in Accounting
* 6 years of experience
* CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
* Broad knowledge of tax compliance methods
* Strategy consulting for Real Estate Trusts
* Thorough knowledge of partnership structures
* Advanced technical skills in real estate services
* Identifying and addressing client needs
* Developing and sustaining profound client relationships
* Preparing and presenting complex written and verbal documents
* Leading teams to generate a vision and establish direction
* Utilizing automation and digitization in professional services
Travel Requirements
Up to 20%
Job Posting End Date
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $150,000 - $438,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
Auto-ApplyTax Director - Personal Financial Services
Cincinnati, OH jobs
Industry/Sector Not Applicable Specialism Entrepreneurial & Private Business (EPB) - General Management Level Director A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations. You'll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity."
Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
* Support team to disrupt, improve and evolve ways of working when necessary.
* Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations.
* Identify gaps in the market and spot opportunities to create value propositions.
* Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments.
* Create an environment where people and technology thrive together to accomplish more than they could apart.
* I promote and encourage others to value difference when working in diverse teams.
* Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders.
* Influence and facilitate the creation of long-term relationships which add value to the firm.
* Uphold the firm's code of ethics and business conduct.
The Opportunity
As part of the PwC Private Personal Financial Services team you are expected to lead the creation and implementation of impactful financial advisory services. As a Director you are expected to set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations. This role is crucial in driving business growth, shaping client engagements, and mentoring the future leaders, maintaining PwC's reputation for quality, integrity, and inclusion.
Responsibilities
* Lead the creation and implementation of financial advisory services
* Set strategic direction and drive business development
* Oversee multiple projects and maintain executive-level client relations
* Mentor and develop future leaders
* Maintain the firm's reputation for quality, integrity, and inclusion
* Assist clients in improving operational efficiency and personal wealth strategy
* Develop, design, and implement plans to achieve personal wealth goals
* Provide advisory services for audit, tax compliance, and planning
What You Must Have
* Bachelor's Degree in Accounting
* 8 years of experience
* CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
* Consulting with affluent individuals
* Financial planning and wealth transfer planning
* Business succession planning or trust and estate work
* Possessing technical skills with Form 1040 and Form K1
* Identifying and addressing client needs
* Developing and sustaining profound client relationships
* Leading as a business advisor and developing new relationships
* Leading teams to generate a vision and establish direction
* Innovating through new and existing technologies
Travel Requirements
Up to 20%
Job Posting End Date
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $150,000 - $438,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
Auto-ApplyFinancial Services Tax - Real Estate Director
Toledo, OH jobs
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Director A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.
Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
* Support team to disrupt, improve and evolve ways of working when necessary.
* Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations.
* Identify gaps in the market and spot opportunities to create value propositions.
* Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments.
* Create an environment where people and technology thrive together to accomplish more than they could apart.
* I promote and encourage others to value difference when working in diverse teams.
* Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders.
* Influence and facilitate the creation of long-term relationships which add value to the firm.
* Uphold the firm's code of ethics and business conduct.
The Opportunity
As part of the Financial Services Tax team you are expected to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Director you are expected to set the strategic direction, lead business development efforts, and oversee multiple projects while maintaining impactful executive-level client relations. You are expected to provide exceptional technical knowledge and specialization, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs.
Responsibilities
* Set the strategic direction for the Financial Services Tax team
* Lead business development initiatives to drive growth
* Oversee multiple projects to achieve top-quality delivery
* Maintain executive-level client relationships
* Provide technical proficiency and industry insights
* Foster a culture of digitization and automation
* Equip professionals to succeed in complex transactions
* Leverage One Firm knowledge to address client needs
What You Must Have
* Bachelor's Degree in Accounting
* 6 years of experience
* CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
* Broad knowledge of tax compliance methods
* Strategy consulting for Real Estate Trusts
* Thorough knowledge of partnership structures
* Advanced technical skills in real estate services
* Identifying and addressing client needs
* Developing and sustaining profound client relationships
* Preparing and presenting complex written and verbal documents
* Leading teams to generate a vision and establish direction
* Utilizing automation and digitization in professional services
Travel Requirements
Up to 20%
Job Posting End Date
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $150,000 - $438,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
Auto-ApplyOracle L2R Financial Services Director
Cincinnati, OH jobs
Industry/Sector FS X-Sector Specialism Oracle Management Level Director At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives.
As an Oracle lead to revenue at PwC, you will focus on working with Oracle's suite of applications and tools designed to manage the entire customer journey, from lead generation to revenue realisation and customer satisfaction. You will be responsible for implementing and configuring Oracle lead management, sales automation, marketing automation, and customer experience solutions to meet the specific needs of an organisation.
Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
* Lead in line with our values and brand.
* Develop new ideas, solutions, and structures; drive thought leadership.
* Solve problems by exploring multiple angles and using creativity, encouraging others to do the same.
* Balance long-term, short-term, detail-oriented, and big picture thinking.
* Make strategic choices and drive change by addressing system-level enablers.
* Promote technological advances, creating an environment where people and technology thrive together.
* Identify gaps in the market and convert opportunities to success for the Firm.
* Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Financial Services team, you will lead transformative Oracle initiatives that drive business success. As a Director, you will set the strategic direction, inspire impactful teams, and cultivate client relationships that enhance PwC's reputation for quality and integrity. This role offers the chance to shape the future of financial services through innovative solutions and collaborative leadership.
Responsibilities
* Drive the strategic vision for Oracle initiatives within Financial Services
* Inspire and lead exceptional teams to achieve business objectives
* Build and maintain substantial client relationships to enhance firm reputation
* Develop innovative solutions that address client needs and market trends
* Collaborate across teams to foster a culture of teamwork and excellence
* Mentor and guide team members to cultivate their professional growth
* Maintain adherence to professional standards and ethical practices
* Identify market opportunities to drive business success and growth
What You Must Have
* Bachelor's Degree
* At least 10 years of experience
What Sets You Apart
* Proven track record in Oracle transformation programs
* Leading multi-disciplinary teams to drive innovation
* Selling and executing complex Oracle engagements
* Delivering Oracle Financial Services solutions
* Developing market-differentiated Oracle solutions
* Understanding challenges in Financial Services organizations
* Leading offshore delivery teams for Oracle Cloud
* Designing and implementing complex business processes
* Preparing and delivering executive presentations
Travel Requirements
Up to 60%
Job Posting End Date
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $155,000 - $410,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
Auto-ApplyOracle L2R Financial Services Director
Toledo, OH jobs
Industry/Sector FS X-Sector Specialism Oracle Management Level Director At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives.
As an Oracle lead to revenue at PwC, you will focus on working with Oracle's suite of applications and tools designed to manage the entire customer journey, from lead generation to revenue realisation and customer satisfaction. You will be responsible for implementing and configuring Oracle lead management, sales automation, marketing automation, and customer experience solutions to meet the specific needs of an organisation.
Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
* Lead in line with our values and brand.
* Develop new ideas, solutions, and structures; drive thought leadership.
* Solve problems by exploring multiple angles and using creativity, encouraging others to do the same.
* Balance long-term, short-term, detail-oriented, and big picture thinking.
* Make strategic choices and drive change by addressing system-level enablers.
* Promote technological advances, creating an environment where people and technology thrive together.
* Identify gaps in the market and convert opportunities to success for the Firm.
* Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Financial Services team, you will lead transformative Oracle initiatives that drive business success. As a Director, you will set the strategic direction, inspire impactful teams, and cultivate client relationships that enhance PwC's reputation for quality and integrity. This role offers the chance to shape the future of financial services through innovative solutions and collaborative leadership.
Responsibilities
* Drive the strategic vision for Oracle initiatives within Financial Services
* Inspire and lead exceptional teams to achieve business objectives
* Build and maintain substantial client relationships to enhance firm reputation
* Develop innovative solutions that address client needs and market trends
* Collaborate across teams to foster a culture of teamwork and excellence
* Mentor and guide team members to cultivate their professional growth
* Maintain adherence to professional standards and ethical practices
* Identify market opportunities to drive business success and growth
What You Must Have
* Bachelor's Degree
* At least 10 years of experience
What Sets You Apart
* Proven track record in Oracle transformation programs
* Leading multi-disciplinary teams to drive innovation
* Selling and executing complex Oracle engagements
* Delivering Oracle Financial Services solutions
* Developing market-differentiated Oracle solutions
* Understanding challenges in Financial Services organizations
* Leading offshore delivery teams for Oracle Cloud
* Designing and implementing complex business processes
* Preparing and delivering executive presentations
Travel Requirements
Up to 60%
Job Posting End Date
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $155,000 - $410,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
Auto-ApplyTax Director - Private Companies
Columbus, OH jobs
Industry/Sector Not Applicable Specialism Entrepreneurial & Private Business (EPB) - General Management Level Director A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients design and implement personal and customised service plans that are unique to privately owned entities, entrepreneurs, and high net worth individuals. You'll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity expansion, divestiture and exit strategies."
Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
* Support team to disrupt, improve and evolve ways of working when necessary.
* Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations.
* Identify gaps in the market and spot opportunities to create value propositions.
* Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments.
* Create an environment where people and technology thrive together to accomplish more than they could apart.
* I promote and encourage others to value difference when working in diverse teams.
* Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders.
* Influence and facilitate the creation of long-term relationships which add value to the firm.
* Uphold the firm's code of ethics and business conduct.
The Opportunity
As part of the Tax Compliance team, you are expected to lead the creation and implementation of impactful private company services. As a Director you are expected to set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations. This role is crucial in driving business growth, shaping client engagements, and mentoring the future leaders, maintaining PwC's reputation for quality, integrity, and inclusion.
Responsibilities
* Lead the creation and implementation of impactful private company services
* Set strategic direction and drive business development
* Oversee multiple projects and make significant decisions
* Maintain executive-level client relationships
* Shape client engagements to confirm business growth
* Mentor and develop future leaders
* Foster a culture of quality, integrity, and inclusion
* Assure compliance with professional and technical standards
What You Must Have
* Bachelor's Degree in Accounting
* 8 years of experience
* CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
* Demonstrating thought leader-level knowledge in tax impact assessment
* Applying in-depth understanding of tax compliance and consulting
* Demonstrating technical prowess with ASC740
* Identifying and addressing client needs
* Developing and sustaining client relationships
* Using networking, negotiation, and persuasion skills
* Preparing and presenting complex written and verbal resources
* Defining resource requirements, project workflow, budgets, billing, and collection
* Leading teams to generate a vision and establish direction
Travel Requirements
Up to 20%
Job Posting End Date
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $150,000 - $438,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
Auto-ApplyTax Director - Private Companies
Columbus, OH jobs
**Specialty/Competency:** Entrepreneurial & Private Business (EPB) - General **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 20% A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients design and implement personal and customised service plans that are unique to privately owned entities, entrepreneurs, and high net worth individuals. You'll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity expansion, divestiture and exit strategies."
Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
+ Support team to disrupt, improve and evolve ways of working when necessary.
+ Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations.
+ Identify gaps in the market and spot opportunities to create value propositions.
+ Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments.
+ Create an environment where people and technology thrive together to accomplish more than they could apart.
+ I promote and encourage others to value difference when working in diverse teams.
+ Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders.
+ Influence and facilitate the creation of long-term relationships which add value to the firm.
+ Uphold the firm's code of ethics and business conduct.
The Opportunity
As part of the Tax Compliance team, you are expected to lead the creation and implementation of impactful private company services. As a Director you are expected to set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations. This role is crucial in driving business growth, shaping client engagements, and mentoring the future leaders, maintaining PwC's reputation for quality, integrity, and inclusion.
Responsibilities
- Lead the creation and implementation of impactful private company services
- Set strategic direction and drive business development
- Oversee multiple projects and make significant decisions
- Maintain executive-level client relationships
- Shape client engagements to confirm business growth
- Mentor and develop future leaders
- Foster a culture of quality, integrity, and inclusion
- Assure compliance with professional and technical standards
What You Must Have
- Bachelor's Degree in Accounting
- 8 years of experience
- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
- Demonstrating thought leader-level knowledge in tax impact assessment
- Applying in-depth understanding of tax compliance and consulting
- Demonstrating technical prowess with ASC740
- Identifying and addressing client needs
- Developing and sustaining client relationships
- Using networking, negotiation, and persuasion skills
- Preparing and presenting complex written and verbal resources
- Defining resource requirements, project workflow, budgets, billing, and collection
- Leading teams to generate a vision and establish direction
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $150,000 - $438,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
\#LI-Hybrid
Tax Director - Private Companies
Cleveland, OH jobs
Industry/Sector Not Applicable Specialism Entrepreneurial & Private Business (EPB) - General Management Level Director A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients design and implement personal and customised service plans that are unique to privately owned entities, entrepreneurs, and high net worth individuals. You'll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity expansion, divestiture and exit strategies."
Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
* Support team to disrupt, improve and evolve ways of working when necessary.
* Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations.
* Identify gaps in the market and spot opportunities to create value propositions.
* Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments.
* Create an environment where people and technology thrive together to accomplish more than they could apart.
* I promote and encourage others to value difference when working in diverse teams.
* Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders.
* Influence and facilitate the creation of long-term relationships which add value to the firm.
* Uphold the firm's code of ethics and business conduct.
The Opportunity
As part of the Tax Compliance team, you are expected to lead the creation and implementation of impactful private company services. As a Director you are expected to set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations. This role is crucial in driving business growth, shaping client engagements, and mentoring the future leaders, maintaining PwC's reputation for quality, integrity, and inclusion.
Responsibilities
* Lead the creation and implementation of impactful private company services
* Set strategic direction and drive business development
* Oversee multiple projects and make significant decisions
* Maintain executive-level client relationships
* Shape client engagements to confirm business growth
* Mentor and develop future leaders
* Foster a culture of quality, integrity, and inclusion
* Assure compliance with professional and technical standards
What You Must Have
* Bachelor's Degree in Accounting
* 8 years of experience
* CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
* Demonstrating thought leader-level knowledge in tax impact assessment
* Applying in-depth understanding of tax compliance and consulting
* Demonstrating technical prowess with ASC740
* Identifying and addressing client needs
* Developing and sustaining client relationships
* Using networking, negotiation, and persuasion skills
* Preparing and presenting complex written and verbal resources
* Defining resource requirements, project workflow, budgets, billing, and collection
* Leading teams to generate a vision and establish direction
Travel Requirements
Up to 20%
Job Posting End Date
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $150,000 - $438,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
Auto-ApplyTax Director - Private Companies
Cleveland, OH jobs
**Specialty/Competency:** Entrepreneurial & Private Business (EPB) - General **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 20% A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients design and implement personal and customised service plans that are unique to privately owned entities, entrepreneurs, and high net worth individuals. You'll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity expansion, divestiture and exit strategies."
Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
+ Support team to disrupt, improve and evolve ways of working when necessary.
+ Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations.
+ Identify gaps in the market and spot opportunities to create value propositions.
+ Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments.
+ Create an environment where people and technology thrive together to accomplish more than they could apart.
+ I promote and encourage others to value difference when working in diverse teams.
+ Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders.
+ Influence and facilitate the creation of long-term relationships which add value to the firm.
+ Uphold the firm's code of ethics and business conduct.
The Opportunity
As part of the Tax Compliance team, you are expected to lead the creation and implementation of impactful private company services. As a Director you are expected to set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations. This role is crucial in driving business growth, shaping client engagements, and mentoring the future leaders, maintaining PwC's reputation for quality, integrity, and inclusion.
Responsibilities
- Lead the creation and implementation of impactful private company services
- Set strategic direction and drive business development
- Oversee multiple projects and make significant decisions
- Maintain executive-level client relationships
- Shape client engagements to confirm business growth
- Mentor and develop future leaders
- Foster a culture of quality, integrity, and inclusion
- Assure compliance with professional and technical standards
What You Must Have
- Bachelor's Degree in Accounting
- 8 years of experience
- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
- Demonstrating thought leader-level knowledge in tax impact assessment
- Applying in-depth understanding of tax compliance and consulting
- Demonstrating technical prowess with ASC740
- Identifying and addressing client needs
- Developing and sustaining client relationships
- Using networking, negotiation, and persuasion skills
- Preparing and presenting complex written and verbal resources
- Defining resource requirements, project workflow, budgets, billing, and collection
- Leading teams to generate a vision and establish direction
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $150,000 - $438,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
\#LI-Hybrid
Tax Director - Private Companies
Cincinnati, OH jobs
Industry/Sector Not Applicable Specialism Entrepreneurial & Private Business (EPB) - General Management Level Director A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients design and implement personal and customised service plans that are unique to privately owned entities, entrepreneurs, and high net worth individuals. You'll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity expansion, divestiture and exit strategies."
Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
* Support team to disrupt, improve and evolve ways of working when necessary.
* Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations.
* Identify gaps in the market and spot opportunities to create value propositions.
* Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments.
* Create an environment where people and technology thrive together to accomplish more than they could apart.
* I promote and encourage others to value difference when working in diverse teams.
* Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders.
* Influence and facilitate the creation of long-term relationships which add value to the firm.
* Uphold the firm's code of ethics and business conduct.
The Opportunity
As part of the Tax Compliance team, you are expected to lead the creation and implementation of impactful private company services. As a Director you are expected to set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations. This role is crucial in driving business growth, shaping client engagements, and mentoring the future leaders, maintaining PwC's reputation for quality, integrity, and inclusion.
Responsibilities
* Lead the creation and implementation of impactful private company services
* Set strategic direction and drive business development
* Oversee multiple projects and make significant decisions
* Maintain executive-level client relationships
* Shape client engagements to confirm business growth
* Mentor and develop future leaders
* Foster a culture of quality, integrity, and inclusion
* Assure compliance with professional and technical standards
What You Must Have
* Bachelor's Degree in Accounting
* 8 years of experience
* CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
* Demonstrating thought leader-level knowledge in tax impact assessment
* Applying in-depth understanding of tax compliance and consulting
* Demonstrating technical prowess with ASC740
* Identifying and addressing client needs
* Developing and sustaining client relationships
* Using networking, negotiation, and persuasion skills
* Preparing and presenting complex written and verbal resources
* Defining resource requirements, project workflow, budgets, billing, and collection
* Leading teams to generate a vision and establish direction
Travel Requirements
Up to 20%
Job Posting End Date
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $150,000 - $438,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
Auto-ApplyTax Director - Private Companies
Cincinnati, OH jobs
**Specialty/Competency:** Entrepreneurial & Private Business (EPB) - General **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 20% A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients design and implement personal and customised service plans that are unique to privately owned entities, entrepreneurs, and high net worth individuals. You'll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity expansion, divestiture and exit strategies."
Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
+ Support team to disrupt, improve and evolve ways of working when necessary.
+ Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations.
+ Identify gaps in the market and spot opportunities to create value propositions.
+ Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments.
+ Create an environment where people and technology thrive together to accomplish more than they could apart.
+ I promote and encourage others to value difference when working in diverse teams.
+ Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders.
+ Influence and facilitate the creation of long-term relationships which add value to the firm.
+ Uphold the firm's code of ethics and business conduct.
The Opportunity
As part of the Tax Compliance team, you are expected to lead the creation and implementation of impactful private company services. As a Director you are expected to set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations. This role is crucial in driving business growth, shaping client engagements, and mentoring the future leaders, maintaining PwC's reputation for quality, integrity, and inclusion.
Responsibilities
- Lead the creation and implementation of impactful private company services
- Set strategic direction and drive business development
- Oversee multiple projects and make significant decisions
- Maintain executive-level client relationships
- Shape client engagements to confirm business growth
- Mentor and develop future leaders
- Foster a culture of quality, integrity, and inclusion
- Assure compliance with professional and technical standards
What You Must Have
- Bachelor's Degree in Accounting
- 8 years of experience
- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
- Demonstrating thought leader-level knowledge in tax impact assessment
- Applying in-depth understanding of tax compliance and consulting
- Demonstrating technical prowess with ASC740
- Identifying and addressing client needs
- Developing and sustaining client relationships
- Using networking, negotiation, and persuasion skills
- Preparing and presenting complex written and verbal resources
- Defining resource requirements, project workflow, budgets, billing, and collection
- Leading teams to generate a vision and establish direction
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $150,000 - $438,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
\#LI-Hybrid
Tax Director
Director job at CBIZ
#LI-AG1 #LI-Hybrid * Expand revenue of existing clients * Responsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their individual practice * Manager practice effectively meeting billing, realization, days outstanding and individual charge hour objectives
* May be required to meet business development revenue expectations by adding new clients, cross serve activity and fully executing a personal marketing plan
* Serve as key client contact; viewed as a trusted business advisor by clients
* Ensure quality control standards are met
* May work directly with clients and manage staff
* Maybe the internal advisor on technical matters as a Subject Matter Expert
* Maybe a member of the Senior Operations Management Team
* Drive a team environment; demonstrate support of management decisions and builds a positive culture
* Additional responsibilities as assigned
Preferred Qualifications
* Master's degree preferred in Accounting, Taxation or related field preferred
Minimum Qualifications
* Bachelor's degree required
* 8 years of experience in public accounting or related field
* 6 years of supervisory experience
* Must have active CPA or equivalent certification
* Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
* Proficient use of applicable technology
* Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
* Proven high level of business integrity, client service and leadership skills
* Must be able to travel based on client and business needs