Cherry Bekaert jobs in Alpharetta, GA - 134 jobs

Gov't & Public Sector Risk Advisory Director (Grants Management)
Cherry Bekaert 4.6
Cherry Bekaert job in Alpharetta, GA
Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work (************************************************** , **Cherry Bekaert** delivers innovative advisory, assurance and tax services to our clients. As a result of continued growth within our Risk Advisory's Government & Public Sector (GPS) - State & Local (********************************************************************** domain, an opportunity has been created for a **Director** to join our team, with a key focus on grants management. As a member of the GPS team, you will help clients protect and enhance the value of their organizations by leveraging their system of internal controls to enable growth, manage risk, and define sustainable operations. With growing industry expertise, a strong support system, and our team's shared values, we encourage you to choose the path that best suits you because at Cherry Bekaert, your career is about you. Join the Firm that recognizes the power of the individual. **As a GPS Director, you will:** Grow the practice through expansion of services to existing clients and obtaining new clients. You will also lead teams in the performance of consulting engagements to effectively manage risks across an organization. Your responsibilities will include: + Overall planning and supervision of engagements including conducting discussions with clients; developing and reviewing deliverables; directing team members; briefing clients and Cherry Bekaert partners; and providing technical assistance on complex issues + Ensuring that services to clients are of the highest quality and consistently applied across clients + Managing profitability of engagements, including (but not limited to) staffing levels, utilization, billing rates, realization, WIP, accounts receivable, and controllable expenses, to achieve excellent financial results, including meeting or exceeding budget + Recruiting, developing and retaining staff + Maintaining advanced understanding of grant lifecycle management + Monitoring regulatory changes and advise clients on adapting policies and procedures to maintain compliance + Maintaining a strong client focus by understanding the client's business needs while developing productive working relationships with client personnel to accomplish objectives + Leading the development of new services and solutions including data analytics, process automation, compliance management systems, and targeted solutions + Leading proposal development efforts in response to Requests for Proposals + Pursuing new work and clients through business development activities + Actively encouraging team members to contribute ideas and identify potential opportunities to apply Cherry Bekaert's services + Contributing to the internal development of the practice, including process improvement or operations + Actively engaging in the marketplace by creating thought leadership content, speaking at conferences, and participating in podcasts and webinars **Types of projects you can expect:** + Pre award grant strategy and processes + Grant Lifecycle compliance including recipient and subrecipient reviews and workflow analysis + Cost Allocation Plans and Indirect Cost Rate Plans + Grants management advisory and support **What you bring to this role:** + Bachelor's degree in Accounting, Finance or other relevant business discipline + Minimum 15+ years of experience within a public accounting firm or public sector environment performing grants management services for state and local governments + CGMS Certification + In-depth knowledge of the Uniform Guidance, grant internal controls, grant professional standards and regulations and related systems + Excellent organization skills with the ability to manage multiple clients. + Capable of working in a demanding, deadline driven environment with a focus on details and accuracy + Solid organizational skills especially ability to meet project deadlines with a focus on details + Ability to adapt to rapidly changing environments + Demonstrated experience in applying relevant technical, regulatory and Public Sector knowledge + Demonstrated business development experience needed to grow the practice + Excellent written and verbal communication capable of managing projects, client expectations and deliverable development + Strong leadership and staff development skills + Excellent problem solving, organizational, and analytical skills + Demonstrated ability to embrace and leverage technology + Proficiency in Microsoft Excel and ability to utilize Microsoft office including pivot tables, access database and related add-ins + Ability to travel 15% of the time **What you can expect from us:** + Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect + The opportunity to innovate and do work that motivates and engages you + A collaborative environment focused on enabling you to further your career growth and continuous professional development + Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing + Flexibility to do impactful work and the time to enjoy your life outside of work + Opportunities to connect and learn from professionals from different backgrounds and with different cultures **Benefits Information:** Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. **Pay Range:** $167,800 - $279,600 **About Cherry Bekaert** Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2026 Cherry Bekaert. All Rights Reserved.
$71k-92k yearly est. 14d ago

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Gov't & Public Sector Risk Advisory Director (Grants Management)
Cherry Bekaert 4.6
Cherry Bekaert job in Atlanta, GA
Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work (************************************************** , **Cherry Bekaert** delivers innovative advisory, assurance and tax services to our clients. As a result of continued growth within our Risk Advisory's Government & Public Sector (GPS) - State & Local (********************************************************************** domain, an opportunity has been created for a **Director** to join our team, with a key focus on grants management. As a member of the GPS team, you will help clients protect and enhance the value of their organizations by leveraging their system of internal controls to enable growth, manage risk, and define sustainable operations. With growing industry expertise, a strong support system, and our team's shared values, we encourage you to choose the path that best suits you because at Cherry Bekaert, your career is about you. Join the Firm that recognizes the power of the individual. **As a GPS Director, you will:** Grow the practice through expansion of services to existing clients and obtaining new clients. You will also lead teams in the performance of consulting engagements to effectively manage risks across an organization. Your responsibilities will include: + Overall planning and supervision of engagements including conducting discussions with clients; developing and reviewing deliverables; directing team members; briefing clients and Cherry Bekaert partners; and providing technical assistance on complex issues + Ensuring that services to clients are of the highest quality and consistently applied across clients + Managing profitability of engagements, including (but not limited to) staffing levels, utilization, billing rates, realization, WIP, accounts receivable, and controllable expenses, to achieve excellent financial results, including meeting or exceeding budget + Recruiting, developing and retaining staff + Maintaining advanced understanding of grant lifecycle management + Monitoring regulatory changes and advise clients on adapting policies and procedures to maintain compliance + Maintaining a strong client focus by understanding the client's business needs while developing productive working relationships with client personnel to accomplish objectives + Leading the development of new services and solutions including data analytics, process automation, compliance management systems, and targeted solutions + Leading proposal development efforts in response to Requests for Proposals + Pursuing new work and clients through business development activities + Actively encouraging team members to contribute ideas and identify potential opportunities to apply Cherry Bekaert's services + Contributing to the internal development of the practice, including process improvement or operations + Actively engaging in the marketplace by creating thought leadership content, speaking at conferences, and participating in podcasts and webinars **Types of projects you can expect:** + Pre award grant strategy and processes + Grant Lifecycle compliance including recipient and subrecipient reviews and workflow analysis + Cost Allocation Plans and Indirect Cost Rate Plans + Grants management advisory and support **What you bring to this role:** + Bachelor's degree in Accounting, Finance or other relevant business discipline + Minimum 15+ years of experience within a public accounting firm or public sector environment performing grants management services for state and local governments + CGMS Certification + In-depth knowledge of the Uniform Guidance, grant internal controls, grant professional standards and regulations and related systems + Excellent organization skills with the ability to manage multiple clients. + Capable of working in a demanding, deadline driven environment with a focus on details and accuracy + Solid organizational skills especially ability to meet project deadlines with a focus on details + Ability to adapt to rapidly changing environments + Demonstrated experience in applying relevant technical, regulatory and Public Sector knowledge + Demonstrated business development experience needed to grow the practice + Excellent written and verbal communication capable of managing projects, client expectations and deliverable development + Strong leadership and staff development skills + Excellent problem solving, organizational, and analytical skills + Demonstrated ability to embrace and leverage technology + Proficiency in Microsoft Excel and ability to utilize Microsoft office including pivot tables, access database and related add-ins + Ability to travel 15% of the time **What you can expect from us:** + Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect + The opportunity to innovate and do work that motivates and engages you + A collaborative environment focused on enabling you to further your career growth and continuous professional development + Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing + Flexibility to do impactful work and the time to enjoy your life outside of work + Opportunities to connect and learn from professionals from different backgrounds and with different cultures **Benefits Information:** Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. **Pay Range:** $167,800 - $279,600 **About Cherry Bekaert** Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2026 Cherry Bekaert. All Rights Reserved.
$71k-92k yearly est. 14d ago
Real Estate Analyst Intern
Novogradac & Co. LLP 4.6
Alpharetta, GA job
Dare to bring your unique perspective? At Novogradac, we value individuals who bring unique perspectives and bold ideas. If you're eager to contribute to an inclusive, innovative environment where your personal and professional growth is encouraged and supported, we invite you to explore this exciting opportunity with us. Position Summary The Real Estate Analyst Intern position is responsible for performing multifamily real estate market research and analysis for the Government Consulting and Valuation Advisory (GoVal) department. This includes collecting and coalescing pertinent market data, assisting in market analysis and analyzing economic trends in designated regions. This position reports to a designated Analyst or Manager on the GoVal team. Your Contributions and Responsibilities * Conduct basic economic and locational research regarding market areas via telephone interviews and internet resources * Analyze demographic information of market area and economic trends which include employment, average wages, median incomes of market area and relation to demand of affordable housing in area * Perform apartment property interviews, screenings, market analysis, comparable property surveys and demand analysis * Perform phone interviews with local housing authorities, planners, senior centers and chambers of commerce to identify problems and understand demand in the market * Perform interviews with apartment property managers of market/LIHTC/subsidized apartment properties to gather property-specific information and general market conditions * Gather new information on new multifamily developments in the area by speaking to developers, searching newspapers and the internet; find subsidized, tax credit and market rate comparables * Request information from appraisers/brokers on existing multifamily and land sale comparables * Assist in writing market studies and appraisals of proposed and existing real estate developments. Analyze general housing market through comparison of renting and buying a home, construction of buildings and apartment market studies performed by other sources. Quantify excluded properties in the market area. * Occasionally perform administrative tasks, such as filing * Assist with other duties, projects or partner requests as assigned Your Background and Skills * Excellent verbal and written communication skills; this position involves a great deal of primary research in addition to web-based research and phone interviews, and Interns must be comfortable speaking with individuals via telephone and synthesizing this information in written narrative form. * Display strong analytical skills, including the ability to gather information, conduct analyses and present findings * Solid organizational and follow-through skills, performing work accurately with strong attention to detail * Ability to meet deadlines and effectively prioritize a fast-paced and varied workload, effectively manage a variety of concurrent and shifting priorities * Strong computer skills, including solid skill in the Microsoft Office suite (prefer advanced skill in Excel) * Available for domestic travel as needed Your Qualifications In process of earning a bachelor's degree in related area. Experience in real estate research, multifamily market analysis or commercial appraisal is a plus. Why work with us? Novogradac is committed to fostering a welcoming workplace where all employees feel valued and empowered to grow. We believe in offering a supportive, balanced work environment that encourages professional growth and work-life integration. We are proud to offer: * Competitive salaries with continuous review of market conditions * Flexible working hours and work arrangements * Remote and hybrid opportunities * Inclusive workplace, providing strong professional growth and development opportunities The benefits of joining our team * Strong growth opportunities * Strong emphasis on quality work-life integration * Dress for your day policy * Resources of a national firm * Opportunities to engage with our active Employee Resource Groups (ERGs), affinity groups, and advance your career within a supportive environment. Don't meet every single qualification? After reviewing this job posting, are you hesitating to apply because you don't meet all the listed requirements? At Novogradac, we are dedicated to building a workplace supported by unique perspectives and experiences, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may still be the right candidate for this or one of our other roles. Get to know us better! We're Novogradac, a national certified public accounting and consulting firm headquartered in San Francisco. Founded in 1989, the allied group of Novogradac companies has grown to more than 800 employees and partners with more than 25 offices throughout the country. Novogradac is one of the nation's top 40 certified public accounting and consulting firms and is a recognized leader in real estate and community development. Novogradac provides publicly and privately held national enterprises with a full spectrum of audit, tax, valuation, expert witness and litigation support, property compliance and general consulting services and works extensively in the affordable housing, community development, historic preservation and renewable energy fields. Ready to learn more? This is a paid internship. To be considered for this position, interested candidates MUST apply via our company website: ******************************* Commitment to Inclusion Novogradac is committed to ensuring a fair and inclusive recruitment process, making reasonable accommodations to individuals with disabilities or special needs throughout the application process. We encourage applicants from all backgrounds, identities, and experiences to apply, as we believe that unique perspectives strengthen our ability to achieve excellence. At Novogradac, we offer a variety of Employee Resource Groups and Affinity Groups to provide all employees with opportunities to connect, collaborate, and support one another in the workplace. Novogradac and Company LLP is an equal opportunity employer. Novogradac's culture is centered on education, acceptance, innovation and opportunity. We value diversity and respect the different perspectives that each of our employees bring to Novogradac no matter their age, race, religion, gender identity or sexual orientation. We are committed to creating an equitable and inclusive workplace for our entire workforce. By submitting an application with us, you are providing Novogradac with personal information. More information on how we use your personal information may be found in our Privacy Notice at Collection.
$31k-41k yearly est. 41d ago
Real Estate Junior Analyst
Novogradac & Co. LLP 4.6
Alpharetta, GA job
Dare to bring your unique perspective? At Novogradac, we value individuals who bring unique perspectives and bold ideas. If you're eager to contribute to an inclusive, innovative environment where your personal and professional growth is encouraged and supported, we invite you to explore this exciting opportunity with us. Position Summary The Real Estate Junior Analyst position is responsible for performing multifamily real estate market research and analysis for the Government Consulting and Valuation Advisory (GoVal) department. This includes collecting and coalescing pertinent data, assisting in real estate market analysis and analyzing economic trends in designated regions. This position reports to a designated Manager on the GoVal team. Your Contributions and Responsibilities * Gather, analyze and interpret basic economic, demographic information and multifamily rental market trends * Perform interviews with apartment property managers of market/LIHTC/subsidized apartment properties to gather property-specific information and general multifamily market conditions * Gather information on new multifamily developments and find subsidized, tax credit and market rate apartment rental comparables in the area by speaking to developers and online research * Perform interviews with local housing authorities, planners, senior centers and chambers of commerce to identify problems and understand demand in the real estate market * Assist in writing multifamily rental market feasibility studies and appraisals of proposed and existing real estate developments * Request information from appraisers/brokers on multifamily sales and land sale comparables * Assist with other duties, projects or manager requests as assigned * Complete Novogradac's Affordable Housing Training & Assessment Program within the first 90 days of employment Your Background and Skills * Excellent verbal and written communication skills; this position involves a great deal of web-based research. Junior Analysts must be comfortable speaking with individuals via telephone and synthesizing this information in written narrative form. * Display strong analytical skills, including the ability to gather information, conduct analyses and present findings * Solid organizational and follow-through skills, performing work accurately with strong attention to detail * Ability to meet deadlines and effectively prioritize a fast-paced and varied workload, effectively manage a variety of concurrent and shifting priorities * Strong computer skills, including solid skill in the Microsoft Office suite (prefer advanced skill in Excel) * Available for domestic travel as needed, including ability to drive, fly, and/or rent a car to designated sites for in-person visits Your Qualifications Bachelor's degree in related area plus 1-3 years of real estate research and market analysis and/or appropriate balance of education and work experience. Valid driver's license with acceptable driving record. Multifamily appraisal experience a plus. Why work with us? Novogradac is committed to fostering a welcoming workplace where all employees feel valued and empowered to grow. We believe in offering a supportive, balanced work environment that encourages professional growth and work-life integration. We are proud to offer: * Increased number of paid holidays per year * Competitive salaries with continuous review of market conditions * Flexible working hours and work arrangements * Remote and hybrid opportunities * Inclusive workplace, providing strong professional growth and development opportunities The benefits of joining our team * Strong growth opportunities * Competitive benefits package * 401(k) package with firm profit-sharing * Strong emphasis on quality work-life integration * Dress for your day policy * Resources of a national firm * Opportunities to engage with our active Employee Resource Groups (ERGs), affinity groups, and advance your career within a supportive, inclusive environment * Compensation: $52,000 to $58,000 depending on experience. More is possible if experience dictates. Don't meet every single qualification? After reviewing this job posting, are you hesitating to apply because you don't meet all the listed requirements? At Novogradac, we are dedicated to building a workplace supported by unique perspectives and experiences, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may still be the right candidate for this or one of our other roles. Get to know us better! We're Novogradac, a national certified public accounting and consulting firm headquartered in San Francisco. Founded in 1989, the allied group of Novogradac companies has grown to more than 800 employees and partners with more than 25 offices throughout the country. Novogradac is one of the nation's top 40 certified public accounting and consulting firms and is a recognized leader in real estate and community development. Novogradac provides publicly and privately held national enterprises with a full spectrum of audit, tax, valuation, expert witness and litigation support, property compliance and general consulting services and works extensively in the affordable housing, community development, historic preservation and renewable energy fields. Ready to learn more? To be considered for this position, interested candidates MUST apply via our company website: ******************************* Commitment to Inclusion Novogradac is committed to ensuring a fair and inclusive recruitment process, making reasonable accommodations to individuals with disabilities or special needs throughout the application process. We encourage applicants from all backgrounds, identities, and experiences to apply, as we believe that unique perspectives strengthen our ability to achieve excellence. At Novogradac, we offer a variety of Employee Resource Groups and Affinity Groups to provide all employees with opportunities to connect, collaborate, and support one another in the workplace. Novogradac & Company LLP offers a progressive work environment, competitive pay and an excellent benefits package including medical, dental, vision, paid time off, life/disability insurance, commuter flex accounts and a 401(k). Novogradac and Company LLP is an equal opportunity employer. Novogradac's culture is centered on education, acceptance, innovation and opportunity. We value diversity and respect the different perspectives that each of our employees bring to Novogradac no matter their age, race, religion, gender identity or sexual orientation. We are committed to creating an equitable and inclusive workplace for our entire workforce. By submitting an application with us, you are providing Novogradac with personal information. More information on how we use your personal information may be found in our Privacy Notice at Collection.
$52k-58k yearly 41d ago
Tax Director/Manager - Lead Tax Engagements & Teams
Cliftonlarsonallen LLP 4.4
Atlanta, GA job
A leading CPA firm in Atlanta is seeking a Tax Manager or Director to join their Tax team. You'll consult with private business clients on tax planning and lead tax engagements while developing team members. The ideal candidate has over 6 years of experience in a public accounting role and holds a relevant degree and certification. This role offers growth opportunities in a collaborative environment and a strong focus on client success. #J-18808-Ljbffr
$66k-85k yearly est. 5d ago
Audit Senior, Professional Service Organizations
Cliftonlarsonallen 4.4
Atlanta, GA job
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. Our Perks: Flexible PTO (designed to offer flexible time away for you!) Up to 12 weeks paid parental leave Paid Volunteer Time Off Mental health coverage Quarterly Wellness stipend Fertility benefits Complete list of benefits here CliftonLarsonAllen, LLP is hiring a Senior Audit Associate to join our CLA Atlanta Assurance team. In this role, you'll work with fellow professional service organizations and retail clients, providing them clarity into their business operations and financials. How you'll create opportunities in this Senior Audit Associate role: Executing and managing the day-to-day activities of audit engagements with private industry clients from start to finish, including managing the budget, planning, fieldwork, directing staff and completing financial statements, including related disclosures Reviewing client accounting and operating procedures Developing and assessing the design and implementation of internal controls Preparing all necessary financial statement and related disclosures and reportable condition correspondence letters Utilizing proactive and effective communication with staff, management, and clients to communicate technical matters to both clients and management. What you will need: Bachelor's degree in Accounting or related field is required. Current CPA or eligibility to sit for the CPA exam is required. Two years of public accounting experience with emphasis in financial statement preparation, audits, reviews, and compilations is required. Prior experience with an established public accounting or professional services firm is preferred. Ability to travel to client sites which may also require infrequent overnight travel. #LI-EL1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits click here.
$44k-60k yearly est. Auto-Apply 60d+ ago
Client Support Liaison
Cherry Bekaert 4.6
Cherry Bekaert job in Atlanta, GA
We are seeking a detail-oriented and client-focused **Client Support Liaison (CSL)** to join our Core Tax team. In this role, you will serve as a primary point of contact for clients on non‑technical matters, supporting them through document coordination, technology tools, and ongoing communication. You will also work closely with Partners and Managers to streamline processes, ensure timely delivery of tax work, and support internal operations such as billing, reporting, and data management. If you thrive in a fast-paced environment, enjoy helping clients, and excel at managing details and deadlines, this is an excellent opportunity to contribute to a high-impact team. **What You'll Do** **Client Support & Communication** + Serve as a primary contact for clients on non‑technical questions. + Request, track, and organize supporting documents. + Follow up on engagement letters, consents, and e-file forms. + Assist clients with Suralink, TaxCaddy, SafeSend, and other tax technology tools. + Act as an additional point of contact for technical matters as needed. **Partner/Manager Assistance** + Roll Axcess tax returns and engagement binders. + Save and organize documents in Engagement, SP Binders, and GFR. + Assist with extension preparation and identify bottlenecks in aging returns. + Prepare PBC and Open Items Lists. + Assist with e-file rejections and schema errors. + Submit engagement letters and create new returns in CCH Axcess. + Prepare TEAFs and submit POAs. + Support billing by generating WIP reports. + Assist in researching IRS notices and drafting responses. + Gather financials for quarterly estimates and coordinate with Partners on required client estimations. **Reporting & Technology Support** + Support due date reporting. + Analyze data using Excel (Pivot Tables, VLOOKUP, etc.). + Create custom reports as needed. + Manage client accounts in Suralink and TaxCaddy. + Review incoming client documents and determine readiness for tax preparation. + Publish tax returns and documents to Suralink/TaxCaddy. **What You Bring** + Proficiency with Microsoft Office software, especially Excel. + Quickly learn and adapt to new software platforms, ensuring efficient support for clients and internal teams + Strong communication, organizational, and technical skills are essential, along with the ability to adapt to deadlines and proactively solve problems. + Ability to thrive and adapt in a fast-paced, dynamic environment. + Integrity, dependability, and trustworthiness are required. **Education & Experience** + **Minimum Education:** High school diploma or equivalent. + **Experience:** + 5+ years in a **client service-driven environment** . + Administrative experience required. + Experience in a tax firm is preferred but not required. **What you can expect from us:** + Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect + The opportunity to innovate and do work that motivates and engages you + A collaborative environment focused on enabling you to further your career growth and continuous professional development + Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing + Flexibility to do impactful work and the time to enjoy your life outside of work + Opportunities to connect and learn from professionals from different backgrounds and with different cultures **Benefits Information:** Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. **Pay Range:** $24.98-$37.12 **About Cherry Bekaert** Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2026 Cherry Bekaert. All Rights Reserved.
$25-37.1 hourly 10d ago
NMTC - Project Finance Closing Senior
Cherry, Bekaert & Holland, L.L.P 4.6
Cherry, Bekaert & Holland, L.L.P job in Atlanta, GA
Cherry Bekaert's Strategic Financing Services (SFS) Group is looking for a Project Finance Closing Specialist to join the SFS team. We offer an opportunity to work with a team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, NMTC placement and deployment, and NMTC compliance and asset management services. The successful candidate will manage the closings of NMTC transactions, ensuring that the structured transaction is accurately documented in the final closing documents, and the transaction closes timely and in compliance with IRS and CDFI rules and guidance. The successful candidate will have a strong attention to detail and deadlines and a mission to help make a difference in Low-Income Communities. About SFS: SFS has been involved in the NMTC industry since its inception and to date has secured over $1.7 billion in NMTC funding. SFS is proud to have structured and facilitated NMTC investments that have created 28,077 direct jobs, served 957,153 clients through community facilities, and helped create over 10.6 million square feet of new and improved commercial and industrial real estate. SFS's current portfolio consists of investments in areas with poverty rates as high as 66%, median family income as low as 14.24%, and unemployment rates as high as 31.2%. As a Project Finance Closing Specialist, you will: Coordinate with Project Finance Managers to transition transactions from marketing stage to closing stage Monitor the collection of and review due diligence items from the project sponsor Work closely with legal counsel to ensure legal documents correctly reflect the approved structure for the client Review financial projections to ensure the terms from commitment letters and financial results for all parties are accurately documented Identify areas of risk and secure sources of mitigation and assist with broader underwriting of the project, as needed Communicate with and manage relationships with borrowers, CDEs, and investors Advise borrowers on business terms and work with closing team to finalize NMTC transaction Create and maintain best practices and forms that support efficient closings During off-season when there are fewer transactions in active closing, additional duties may include providing assistance to clients on compliance matters, helping clients with their tax credit applications/grant submissions and/or working with other strategic financing services team members on various projects · Other job-related functions as assigned Travel: 10-15% What you bring to the role: BA in Accounting, Finance, Economics, or related field; Master's Degree or JD a plus 3+ years of professional/industry experience in community development finance, tax credit finance, CDE/CDFI Lending preferred Experience in working with borrowers, lenders, investors Must be able to work independently with the ability to prioritize workflow and manage multiple projects simultaneously Strong attention to detail Ability to meet deadlines under tight time constraints Strong communication, analytical, and organizational skills Strong sense of urgency and shared sense of mission What you can expect from us: Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect The opportunity to innovate and do work that motivates and engages you A collaborative environment focused on enabling you to further your career growth and continuous professional development Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing Flexibility to do impactful work and the time to enjoy your life outside of work Opportunities to connect and learn from professionals from different backgrounds and with different cultures Benefits Information: Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Pay Range: $87,900-$127,000 About Cherry Bekaert Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.
$87.9k-127k yearly Auto-Apply 19d ago
Litigation Paralegal
Cherry Bekaert 4.6
Cherry Bekaert job in Atlanta, GA
Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work (****************************************************************************************** , Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to foster a collaborative environment focused on enabling your career growth and continuous professional development. Our Legal team is looking for an Litigation Paralegal. The Litigation Paralegal will have the opportunity to work remotely from within the United States. **As a Litigation Paralegal, you will:** + Provide support to legal department attorneys + Organize and maintain case and matter files using a variety of automated procedures + Actively manage subpoena response, document collection, and production + Perform document reviews and analysis through e-discovery platforms + Develop and manage searches and document retrieval + Assist with internal annual compliance audits and other regulatory functions + Support the workflow for legal review of contracts and other documents + Assist with management of client bankruptcy and insolvency matters + Identify opportunities to improve efficiency while providing flawless service + Respond to internal inquiries regarding legal department functions + Conduct cite checks and case pulls using Lexis and/or Westlaw database **What you bring to the role:** + Bachelor's degree + 4+ years of litigation experience in a national law firm practice (or equivalent) responding to subpoenas in civil litigation and/or government investigations + Strong work ethic with careful attention to detail and dogged follow-up + Well-honed interpersonal and communication skills with a focus on professionalism and teamwork + Experience with e-discovery software; knowledge of Microsoft Purview strongly preferred + Strong organizational and multi-tasking skills, particularly with case files/document management + Ability to work independently, cross-functionally and collaboratively + Strong command of MS Office (including Word, Outlook, Power Point and Excel) and Adobe + Excellent writing skills **What you can expect from us:** + Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect + The opportunity to innovate and do work that motivates and engages you + A collaborative environment focused on enabling you to further your career growth and continuous professional development + Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing + Flexibility to do impactful work and the time to enjoy your life outside of work + Opportunities to connect and learn from professionals from different backgrounds and with different cultures **Benefits Information:** Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. **Pay Range:** $24.39 - $37.00 **About Cherry Bekaert** Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.
$24.4-37 hourly 59d ago
Senior Associate - Audit - Real Estate
Baker Tilly 4.6
Atlanta, GA job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you interested in joining one of the fastest growing public accounting firms? Would you like the ability to focus on one industry sector and further become an expert for your clients? If yes, consider joining Baker Tilly US (BT) as an Audit Senior Associate in our Atlanta office! This is a great opportunity to be a valued business advisor delivering industry-focused audit and other assurance services to middle market clients. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if: You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve. You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges. You want to work for a leading CPA advisory firm that serves middle market clients. You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs . You want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrow. What you will do: Be a trusted member of the engagement team providing various assurance and consulting services to Real Estate industry specific clients:. Proactively engage with your clients throughout the year to gather needed information to complete testing and respond to questions raised. Plan and supervise the execution of all audit engagement activities. Review and perform substantive testing on client's balance sheets and income statements. Conduct and review tests to assess deficiencies of internal controls and make recommendations for improvement. Play an active role in discussions with the Manager and team relative to business recommendations resulting from testing performed and information gathered. Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs. Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients. Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals. Enjoy friendships, social activities and team outings that encourage a work-life balance. Qualifications Successful candidates will have: Bachelor's degree in accounting or an undergraduate degree with sufficient coursework to sit for the CPA exam CPA preferred or actively pursuing completion of exam Two (2)+ years of experience providing financial statement auditing services within a public accounting firm Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving Strong leadership, project management, organizational and analytical skills, initiative, adaptability Microsoft Suite skills Eligibility to work in the U.S. without sponsorship preferred
$65k-83k yearly est. Auto-Apply 9d ago
AI Agent & Automation Developer
Cherry Bekaert 4.6
Cherry Bekaert job in Atlanta, GA
Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work (****************************************************************************************** , Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to foster a collaborative environment focused on enabling your career growth and continuous professional development. Our Business Transformation team is looking for an AI Agent & Automation Developer. The AI Agent & Automation Developer will have the opportunity to work remotely from within the United States We are seeking a talented and motivated AI Agent & Automation Developer to join our team. The ideal candidate will have hands-on experience building autonomous AI agents using large language models (LLMs), agent frameworks, and modern AI infrastructure. As an AI Agent & Automation Developer, you will design, implement, and deploy intelligent agents that operate autonomously within digital environments, driving innovation and operational excellence. This role supports organizational transformation by solving complex business challenges through intelligent automation, agent orchestration, and advanced analytics. You must be adaptable, collaborative, and eager to learn new technologies to address multifaceted business problems. A successful candidate is a proactive problem-solver with strong software engineering skills, ready to thrive in a fast-paced environment and communicate effectively with both technical and business stakeholders. This role reports to the AI Agent Architect and sits within the Firm's internal Business Transformation Office. **As an AI Agent & Automation Developer, you will:** + Design and implement AI agents using LLMs, planning algorithms, and decision-making frameworks. + Develop agent architectures that support autonomy, interactivity, and task completion. + Integrate agents into applications, APIs, or workflows (e.g., chatbots, automation tools). + Collaborate with researchers, engineers, and product teams to iterate on agent capabilities. + Optimize agent behavior through feedback loops, reinforcement learning, or user interaction. + Engineer and manage context for agents to ensure they access the right information at the right time. This includes applying methods such as: + Prompt Engineering - injecting information directly into prompts. + Fine-tuning - training models on additional data to embed knowledge (where applicable). + Retrieval-Augmented Generation (RAG) - embedding documents into vector databases and retrieving semantically relevant information. + Tool Use - leveraging sub-agents or deterministic models to locate and add relevant context. + Hybrid Approaches - combining two or more methods to maximize reliability and relevance. + Monitor performance, conduct evaluations, and implement safety and guardrail mechanisms. + Maintain thorough documentation of agent logic, design decisions, and dependencies. + Stay up to date with industry developments and advancements in AI, machine learning, and agent-based technologies. + Collaborate with stakeholders and engineering teams to integrate AI agents with Microsoft-specific platforms such as **Copilot Studio** , **Azure AI** , and **Semantic Kernel SDK** . + Build and deploy **enterprise-grade Copilots** using Microsoft's orchestration tools, enabling seamless interaction across Microsoft 365, Dynamics, and custom business applications. **What you bring to the role:** + Bachelor's degree in Computer Science, AI, Machine Learning, or a related field. + Proven experience in agent-based systems, or intelligent automation, with a minimum of 2 years in a similar role. + Strong programming skills in Python (or similar) and experience with AI/ML libraries (e.g., LangChain, OpenAI API, Hugging Face, PyTorch). + Understanding of agent-based modeling, multi-agent systems, or reinforcement learning. + Experience building applications with LLMs or generative AI models. + Familiarity with API development, backend services, and deployment pipelines. + Ability to work independently in experimental and fast-paced environments. + Excellent communication and interpersonal skills, with the ability to build strong relationships with business and technical stakeholders. + Analytical mindset with the ability to solve complex problems and make data-driven decisions. + Demonstrated understanding of data quality, integrity, and systems integration. **What you can expect from us:** + Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect + The opportunity to innovate and do work that motivates and engages you + A collaborative environment focused on enabling you to further your career growth and continuous professional development + Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing + Flexibility to do impactful work and the time to enjoy your life outside of work + Opportunities to connect and learn from professionals from different backgrounds and with different cultures **Benefits Information:** Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. **Pay Range:** 54,245-134,000 **About Cherry Bekaert** Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.
$39k-67k yearly est. 59d ago
Seasonal Document Reviewer
Cherry, Bekaert & Holland, L.L.P 4.6
Cherry, Bekaert & Holland, L.L.P job in Atlanta, GA
Cherry Bekaert is gearing up for tax busy season! We are seeking multiple temporary, remote Tax Documentation Reviewers to support our Validation Center efforts from Mid January to mid-April 2026. Ideal availability is 40 hours per week, working Monday-Friday from 8 AM to 5 PM. Some weekend rotational work may be required during peak times, especially close to tax deadlines. #ZR In this role you will be: Utilizing your keen attention to detail to provide quality control by reviewing information that has been scanned from our tax automation software into tax returns to ensure accuracy & completeness Working as part of a collaborative team in a fast-paced environment to turn around time sensitive deliverables What you bring to the role: High attention to detail which guarantees accuracy when performing repetitive tasks Strong technology skills to include Excel; previous experience with GoFileRoom a plus but not required (we are happy to train you) Proven ability to maintain confidentiality regarding sensitive information Working knowledge of Adobe Acrobat Some availability to work weekends close to the April 15 tax deadline What you can expect from us: Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect The opportunity to innovate and do work that motivates and engages you A collaborative environment focused on enabling you to further your career growth and continuous professional development Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing Flexibility to do impactful work and the time to enjoy your life outside of work Opportunities to connect and learn from professionals from different backgrounds and with different cultures Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognizes the value our people bring to our clients and our Firm. The salary range for this position is listed below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. Pay Range: $18 - $21 per hour About Cherry Bekaert Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.
$18-21 hourly Auto-Apply 26d ago
IT Audit, Cybersecurity & Risk Advisory Senior (HITRUST)
Baker Tilly Virchow Krause, LLP 4.6
Atlanta, GA job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities Are you interested in joining one of the fastest growing consulting and accounting firms in the country? Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the area of informational technology risk advisory? If yes, consider joining Baker Tilly (BT) as an IT Audit, Cybersecurity & Risk Senior Consultant! Our Risk Advisory practice provides a full spectrum of services to help our clients assess their risks, develop strategies to compete in an ever-changing business environment, and achieve their goals and objectives. All of this is accomplished through deep industry knowledge of risk, governance, internal audit, compliance, IT, and cybersecurity best practices. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if: * You want to continue to expand your work experiences and hone your skills as an IT risk professional in the areas of compliance, cybersecurity, and internal controls * You crave the opportunity to be part of a fast growing, entrepreneurial risk consulting practice where your hard work and creativity will be rewarded * You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together * You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow What you will do: * Work closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed: * Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement * Think independently and strategically about your clients' business, systems and risks providing recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes and business objectives * Provide strategic business assurance to clients by assisting in the implementation of new processes and controls that address key risks * Assess, manage and optimize information technology risk across a wide range of areas, including cybersecurity, IT strategy and governance, IT regulatory and compliance requirements, and business continuity * Review clients' processes and controls against industry frameworks, identifying gaps in design and execution, and communicating issues and recommendations to clients * Assist in the development of audit programs and the execution of internal audits and IT control assessments in the areas of: * IT strategy and governance * IT operations, business continuity and disaster recovery * Cybersecurity * Third party risk * ITGC and application controls * SOC reporting * Regulatory and compliance requirements * Assist in drafting comprehensive executive summaries and final reports for delivery to the client, documenting and reviewing engagement work papers in accordance with industry-accepted internal audit methodologies * Act as a valued business advisor, build relationships and communicate effectively with the client to provide superior client service * Facilitate professional and effective presentations to internal and external audiences * Continue to develop your knowledge and experience working with a variety of technology environments, platforms, applications and tools/utilities * Demonstrate the desire to continually grow, learn and develop skills and knowledge through external and internal education, training and cross-training opportunities to maximize personal contribution to the organizational goals and ongoing career development * Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients * Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals * Enjoy friendships, social activities and team outings that encourage a work-life balance Qualifications * Bachelor's degree in management/computer information systems, computer science, accounting information systems, computer engineering, industrial engineering, or related program * CISA, CISSP, CISM, CIA, or CPA certifications preferred * 2+ year(s) experience with IT audit or cybersecurity * Experience performing HITRUST engagements preferred. Open to candidates willing to obtain HITRUST Certification in the future * Experience as a client serving professional for a consulting firm desired * Experience with Cloud audit experience and certifications preferred * Excellent analytical, technical and problem solving skills, with strong attention to detail * Exceptional verbal and written communication, collaboration, and time management skills The compensation range for this role is $80,990 to $153,550. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. #LI-SB2 #LI-hybrid
$81k-153.6k yearly Auto-Apply 1d ago
Financial Institution Regulatory Compliance Manager
Baker Tilly Virchow Krause, LLP 4.6
Atlanta, GA job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you interested in joining one of the fastest growing consulting and accounting firms in the country? Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of financial institution risk and regulatory compliance? If yes, consider joining Baker Tilly (BT) as a Financial Institution Regulatory Compliance Manager! Our Risk Advisory practice provides a full spectrum of services to help our clients assess their risks, develop strategies to compete in an ever-changing business environment, and achieve their goals and objectives. All of this is accomplished through deep industry knowledge of risk, governance and regulatory compliance best practices. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. Does this describe you? * You want to continue to expand your work experiences and hone your skills as a comprehensive risk professional in the areas of financial institution compliance, enterprise risk management, governance and internal controls * You crave the opportunity to be part of a fast growing, entrepreneurial risk consulting practice where your hard work and creativity will be rewarded * You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together * You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow What you will do: * Work closely with client executives and management teams to understand their businesses and assist in identifying and managing regulatory compliance risks within their business processes and systems * Lead audit and consulting engagements of banks, credit unions, fintechs, and specialty finance organizations to determine institutions compliance with lending and depository regulatory requirements * Implement new or updated regulatory requirements, and translate regulatory requirements to ensure financial institution compliance * Continually stay up-to-date on all existing compliance regulations * Develop and maintain a broad knowledge and awareness of the financial institution industry and regulatory changes and identify potential impacts to compliance audit programs * Support our internal audit practice as Subject Matter Expert on regulatory and compliance topics * Provide strategic business advice to clients by assisting in the implementation of new regulatory requirements * Manage client engagement teams, along with staffing, billings/collections, and ensure client profitability targets are met * Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community * Invest in your professional development individually and through participation in firm wide learning and development programs * Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals * Enjoy friendships, social activities and team outings that encourage a work-life balance Successful candidates will have: * Bachelor's degree in accounting, finance, or a related program * 5+ years experience with regulatory compliance * 1-2 year(s) management experience * CIA or CRCM designation(s) required * CRCM Certification strongly preferred. Also open to candidates willing to obtain CRCM Certification in the future. * Experience working with FDIC, OCC, CFPB, NCUA, and state regulations * Experience as a client serving professional for a consulting firm preffered * Excellent analytical, technical, and problem-solving skills, with strong attention to detail * Exceptional verbal and written communication, collaboration, and time management skills * Strong sense of urgency and client responsiveness * Ability to travel up to 10% The compensation range for this role is $116,730 to $221,300. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$72k-103k yearly est. Auto-Apply 60d+ ago
Unclaimed Property Associate, State & Local Tax Consulting
Crowe 4.7
Atlanta, GA job
Your Journey at Crowe Starts Here: At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry. Job Description: The Unclaimed Property Associate will support a wide range of State and Local Tax Consulting (SALTC) engagements across multiple service lines, gaining exposure to diverse and complex technical matters. The ideal candidate demonstrates strong analytical capability and a commitment to developing deep technical expertise within the SALTC discipline. In this role, the individual will contribute to the continued growth of the State & Local Tax Consulting practice through high-quality client service, proactive engagement, and participation in practice development initiatives. The candidate will be encouraged to build meaningful internal and external relationships and to represent Crowe within the community and industry networks. Qualifications: Bachelor's degree in accounting required 2 - 4 years tax experience in public accounting with a state and local tax focus Must be qualified to sit for the CPA or possess a CPA, JD or CAPM Unclaimed property compliance experience required Must possess strong research and writing skills and possess strong communication skills with a demonstrated ability to develop and maintain outstanding client relationships Must be willing to work overtime during busy season and as required We expect the candidate to uphold Crowe's values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $51,000.00 - $108,500.00 per year. Our Benefits: Your exceptional people experience starts here. At Crowe, we know that great people are what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you! How You Can Grow: We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper! More about Crowe: Crowe (************** is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world. Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, genetics, national origin, disability or protected veteran status, or any other characteristic protected by federal, state or local laws. Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge. Crowe 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. Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.
$51k-108.5k yearly Auto-Apply 60d+ ago
Valuation Manager
Cherry Bekaert 4.6
Cherry Bekaert job in Norcross, GA
Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work (************************************************** , **Cherry Bekaert** delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today's toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. Cherry Bekaert's **Valuation Services (************************************************************ practice provides financial advisory services to privately held and publicly traded companies. Core service offerings include business valuations, complex financial instruments, contingent consideration, debt and equity, stock-based compensation, intangible assets for financial and tax reporting, tax compliance, mergers and acquisitions in domestic and cross border transactions, and litigation. As a result of sustained growth, we are seeking a **Manager** to augment our high performing team with hybrid flexibility throughout our footprint or possibly remote for the right candidate. Our professional staff applies traditional and cutting-edge valuation approaches and methods to a variety of corporate finance analyses. As a Manager, you will be empowered to lead engagement execution, delegating tasks and providing reviews to junior staff, while collaborating with practice leaders on strategic initiatives including providing support for new business development efforts. If the opportunity to make a meaningful impact serving as a trusted advisor to middle market clients within a supportive environment focused on leadership development excites you, let's talk! **What your day(s) look like:** + Plan, organize, conduct, manage, and oversee projects and services in business valuation analysis, industry research, and related investigative services + Understand and manage firm risk on projects and proposals + Supervise, train, and mentor Senior Associates, Associates, and Interns on valuation of financial instruments and related services. Assess performance of staff for engagement and year-end reviews + Work closely with audit teams and regulators + Work closely with Partners and Staff on client management, practice development, and business development processes + Participate in conducting presentations and seminars **What you bring to the role:** + Bachelors in Finance, Accounting, Economics, Business Administration, or related field + Valuation credential or demonstrated progress toward a valuation credential such as CFA, ABV or ASA + Minimum 5 years of progressive experience in public accounting and consulting with at least 4 years of demonstrated experience in valuations + Valuation of businesses, business interests, and intangible assets for ASC 350, ASC 360, ASC 718, and ASC 815; complex securities and embedded derivatives; estate and gift tax and charitable contributions; IRC 165, IRC 280, IRC 367, IRC 382, IRC 409A, and IRC 861 + Firsthand experience in running complex financial models + Strong research and analytical skills; ability to solve complex valuation issues + Technical skills a priority: Excel, financial modeling, model validation, model building and business writing + Experience assisting audit teams with reviews of valuation for financial reporting + Ability to effectively manage up, down and out, providing exceptional client service by leveraging communication skills to develop and maintain outstanding relationships + Strong leadership, recruiting, training, and mentoring skills, coupled with excellent verbal, written (including technical writing), and presentation skills **Additional preferred qualifications:** + Proficiency in US GAAP and/or IFRS preferred + Experience managing multiple engagements and competing priorities in a dynamic and distributed team environment **What you can expect from us:** + Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect + The opportunity to innovate and do work that motivates and engages you + A collaborative environment focused on enabling you to further your career growth and continuous professional development + Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing + Flexibility to do impactful work and the time to enjoy your life outside of work + Opportunities to connect and learn from professionals from different backgrounds and with different cultures **Benefits Information:** Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. **Pay Range:** $84,354 - $180,000 **About Cherry Bekaert** Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2026 Cherry Bekaert. All Rights Reserved.
$84.4k-180k yearly 9d ago
Summer 2026 Financial & Accounting Outsourcing Intern
Cherry, Bekaert & Holland, L.L.P 4.6
Cherry, Bekaert & Holland, L.L.P job in Atlanta, GA
Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today's toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. If you are ready to find your space and create your future, you belong with us. Cherry Bekaert's Financial & Accounting Outsourcing team is growing! As a Financial & Accounting Outsourcing Intern you will: Contribute as a member of the team by proactively looking for opportunities to assist team members and by supporting the overall goals of the team Conduct research and perform qualitative analysis on findings to present to the team and/or client Conduct quantitative analysis using a variety of tools including MS Excel, etc Work with team members and clients at all levels, support client project teams, and manage expectations of clients and management Get trained on a variety of electronic tools Assist with client assessment of best practices in cloud computing, technology, accounting systems, and department workflow Create accounting work flow and process flowcharts and maps for Current Workflow and the New Processes Recommended Create accounting policies & procedures documentation for clients' businesses Help with documentation of Client Assessments with before and after recommendations presentations Help with accounts receivable, payable and bank statement reconciliation and process documentations, assess need for BILL implementation Balance sheet reconciliation, write up processes for how this is currently done, and how can be done better Work with regulatory compliance, excel modeling and pivot tables What you bring to the role: Junior pursing a Bachelor's or master's degree in accounting or finance; pursuing a CPA is preferred. Cumulative GPA of 3.0/4.0 or above preferred Strong problem solving and analytical skills You represent yourself with confidence and professionalism You are a strong leader with excellent verbal and written communication skills Self-starters with strong organization and teamwork capabilities What you can expect from us: Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect The opportunity to innovate and do work that motivates and engages you A collaborative environment focused on enabling you to further your career growth and continuous professional development Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing Flexibility to do impactful work and the time to enjoy your life outside of work Opportunities to connect and learn from professionals from different backgrounds and with different cultures Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognizes the value our people bring to our clients and our Firm. The salary range for this position is listed below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. Pay Range: $30.00 - $35.00 About Cherry Bekaert Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2026 Cherry Bekaert. All Rights Reserved.
$30-35 hourly Auto-Apply 16d ago
Tax Plan Administration (TPA) Senior
Cherry Bekaert 4.6
Cherry Bekaert job in Norcross, GA
Cherry Bekaert is seeking a TPA Senior to join our Core Tax team. This role focuses on providing expert third-party administration for 401(k) and other profit-sharing plans. You will play a key role in plan design, compliance testing, and regulatory reporting, ensuring our clients' retirement plans meet all legal and operational requirements. **Key Responsibilities** + Deliver comprehensive TPA services for 401(k) and profit-sharing plans. + Prepare and file **Form 5500** and related schedules accurately and on time. + Perform compliance testing, including **ADP and ACP testing** , and manage **cross-tested allocations** . + Assist with **plan design** and implementation tailored to client needs. + Ensure adherence to **ERISA** and other U.S. laws governing retirement plans. + Collaborate with clients and internal teams to resolve complex plan administration issues. + Maintain proficiency in retirement plan regulations and industry best practices. **Qualifications** + Strong skillset in Microsoft Excel, experience in TPA services for qualified retirement plans. + Knowledge of ADP/ACP testing, cross-tested allocations, and Form 5500 preparation. + Familiarity with ERISA and related compliance requirements is a plus. + Excellent analytical, organizational, and communication skills. **What you can expect from us:** + Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect + The opportunity to innovate and do work that motivates and engages you + A collaborative environment focused on enabling you to further your career growth and continuous professional development + Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing + Flexibility to do impactful work and the time to enjoy your life outside of work + Opportunities to connect and learn from professionals from different backgrounds and with different cultures **Benefits Information:** Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. **Pay Range:** $73,500-$114,100 **About Cherry Bekaert** Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.
$73.5k-114.1k yearly 25d ago
January 2026 Strategic Tax - Tax Credits & Incentives Advisory Staff
Cherry, Bekaert & Holland, L.L.P 4.6
Cherry, Bekaert & Holland, L.L.P job in Atlanta, GA
Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today's toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. If you are ready to find your space and create your future, you belong with us. Cherry Bekaert's Tax Credits and Incentives Advisory (TCIA) team is growing! As a Tax Credits and Incentives Advisory Staff you will: Serve clients on federal credits and incentives engagements including R&D tax credit/deduction analyses, employee retention credits, and other federal credit incentive service offerings Develop your technical skills in a given industry/service offering to solve complex issues Interview technical personnel and reviewing memoranda to support the credits and incentive opportunities Manage the review and organization of sources of client data for credit and incentives analysis Support engagement teams by identifying current project status and next steps for the engagement Serve as the lead point-of-contact for client personnel with both tax and technical backgrounds Lead the assembly of the final client deliverables Support the evaluation of complex scenarios involving various credits and incentives opportunities What you bring to the role: Master's degree (preferred) in accounting or Bachelor's with 150 hours Cumulative GPA of 3.0/4.0 or above preferred Interest in R&D tax incentives, federal and state incentives, and employee retention credits Interest in depreciation and capitalization; fixed asset review; cost segregation; software development costs is desired Ability to participate in all aspects of engagement strategic planning initiatives and have strong project management and organizational skills. Ability to travel to client sites as needed What you can expect from us: Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect The opportunity to innovate and do work that motivates and engages you A collaborative environment focused on enabling you to further your career growth and continuous professional development Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing Flexibility to do impactful work and the time to enjoy your life outside of work Opportunities to connect and learn from professionals from different backgrounds and with different cultures Benefits Information: Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Pay Range: $66,000 to $76,000 About Cherry Bekaert Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.
$66k-76k yearly Auto-Apply 60d+ ago
NMTC - Project Finance Closing Senior
Cherry Bekaert 4.6
Cherry Bekaert job in Atlanta, GA
Cherry Bekaert's Strategic Financing Services (SFS) Group is looking for a Project Finance Associate to join the SFS team. We offer an opportunity to work with a team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, NMTC placement and deployment, and NMTC compliance and asset management services. The successful candidate will assist in building a pipeline of potential borrowers, structured finance opportunities, and work with the team as we expand into new markets and regions using in-depth knowledge of and relationships with Community Development Entities (CDEs), tax credit investors, and other community development stakeholders. The successful candidate will have a strong sense of urgency and a mission to help make a difference in Low-Income Communities. **About SFS:** SFS has been involved in the NMTC industry since its inception and to date has secured over $1.7 billion in NMTC funding. SFS is proud to have structured and facilitated NMTC investments that have created 28,077 direct jobs, served 957,153 clients through community facilities, and helped create over 10.6 million square feet of new and improved commercial and industrial real estate. SFS's current portfolio consists of investments in areas with poverty rates as high as 66%, median family income as low as 14.24%, and unemployment rates as high as 31.2% **As a Project Finance Associate, you will:** + Communicate with and manage relationships with potential borrowers, CDEs, and investors + Identify, evaluate, and manage a pipeline of NMTC, and other community development finance, opportunities + Collect, package, and manage due diligence on potential borrower and Project Sponsors + Develop marketing materials to present to CDEs and investors + Build relationships with CDEs to better identify the best project financing match + Support the structuring of NMTC transactions in collaboration with external legal counsel + Advise borrowers on business terms and work with borrowers and closing team to finalize loan structure + Other job-related functions as assigned + Travel: 15% **What you bring to the role:** + BA in Accounting, Finance, Economics, or related field; Master's Degree or JD a plus + At least 1+ years of experience in community development finance, structured finance, or commercial loans preferred + Knowledge of tax credit financing required, with specific experience with NMTC strongly preferred + Experience in working with CDEs, lenders, investors + Demonstrated experience in putting together and closing deals is a plus + Proficiency in Excel + Strong sense of urgency and shared sense of mission **What you can expect from us:** + Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect + The opportunity to innovate and do work that motivates and engages you + A collaborative environment focused on enabling you to further your career growth and continuous professional development + Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing + Flexibility to do impactful work and the time to enjoy your life outside of work + Opportunities to connect and learn from professionals from different backgrounds and with different cultures **Benefits Information:** Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. **Pay Range:** 71,700-103,500 **About Cherry Bekaert** Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.
$75k-96k yearly est. 60d+ ago

Cherry Bekaert jobs in Alpharetta, GA - 134 jobs

Gov't & Public Sector Risk Advisory Director (Grants Management)

Gov't & Public Sector Risk Advisory Director (Grants Management)

Real Estate Analyst Intern

Real Estate Junior Analyst

Tax Director/Manager - Lead Tax Engagements & Teams

Audit Senior, Professional Service Organizations

Client Support Liaison

NMTC - Project Finance Closing Senior

Litigation Paralegal

Senior Associate - Audit - Real Estate

AI Agent & Automation Developer

Seasonal Document Reviewer

IT Audit, Cybersecurity & Risk Advisory Senior (HITRUST)

Financial Institution Regulatory Compliance Manager

Unclaimed Property Associate, State & Local Tax Consulting

Valuation Manager

Summer 2026 Financial & Accounting Outsourcing Intern

Tax Plan Administration (TPA) Senior

January 2026 Strategic Tax - Tax Credits & Incentives Advisory Staff

NMTC - Project Finance Closing Senior

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