Cherry, Bekaert & Holland, L.L.P job in Austin, TX
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 36d ago
Employee Relations Specialist
Novogradac & Co. LLP 4.6
Austin, TX 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 Employee Relations Specialist manages a variety of responsibilities within the employee relations function of the human resources department, including handling a variety of complex employee relations and performance management cases, managing the process for leave of absence and accommodations, and helps facilitate the semi-annual performance check-in process. This position may also flex into other functional areas of HR in order to provide assistance and/or back-up support. The Employee Relations Specialist reports to the Employee Relations Manager.
The firm has one available position in either Atlanta, GA, Austin, TX, Dover, OH, Long Beach, CA, or Portland, OR. Some positions at Novogradac may be open to remote or hybrid work arrangements depending on business needs. Please discuss available options with your recruiter.
Essential Duties & Responsibilities:
* Research and resolve a variety of complex employee relations and performance management issues/concerns for designated positions, with direction from the Employee Relations Manager and oversight from the Assistant Director of Human Resources. Recommend course of action from coaching to formal discipline to termination decisions.
* Draft performance improvement plans, disciplinary actions and other types of communication/documentation for employee relations cases.
* Conduct intake of employee concerns received by email, phone or via the company's case management system.
* Coach leaders on effective communication techniques for employee issues.
* Assist in the facilitation of the semi-annual performance feedback Check-In process for designated office(s) or client groups, including assisting with system set-up, supporting leaders in developing content/message, as well as conducting HR review and approval of feedback.
* Responsible for administering the company's Leave of Absence (LOA) program, including providing required paperwork, tracking requests/approvals/return-to-work, case management, and maintaining confidential LOA files.
* Responsible for managing requests for employee accommodations (ADA), including facilitating the interactive process between employee and manager as well as reviewing supporting documentation and identifying/recommending appropriate accommodations, as necessary.
* Conduct exit interviews; assist in monthly tracking of turnover data.
* May assist with internal investigations in response to concerns or complaints and recommend appropriate actions.
* Act as witness or note-taker, when needed, for employee relations cases being managed by the Employee Relations Manager or Assistant Director of HR.
* Assist in developing and presenting management development training courses.
* Provide back-up support to the HR department for coverage or other special projects as needed.
Knowledge, Skills, Abilities:
* Display strong analytical skills, including the ability to gather information, conduct analyses, present findings, and create solutions. Must have superior skills in writing/documentation, assessing employee relations situations, take a coaching/collaborative approach, and recommend appropriate actions.
* Excellent verbal and written communication skills, in particular the ability to analyze and interpret complex HR policies and law and translate them clearly to staff at all levels of the organization.
* Complete work accurately with strong attention to details.
* Ability to develop rapport with a variety of personalities, maintain a calm and professional demeanor during stressful situations, and effectively defuse escalated personnel situations.
* Ability to effectively prioritize a fast-paced and varied workload, effectively manage a variety of concurrent and shifting priorities.
* Ability to maintain strict confidentiality of sensitive work-related information.
* Strong computer skills, including solid skill in the Microsoft Office suite (prefer advanced skill in Excel) and familiarity with a variety of HR software programs (Paychex Flex and Workday, preferred)
* Able to work evenings and weekends based on position needs.
Minimum Qualifications:
Bachelor's degree in related area plus a minimum of 5 years of experience directly managing employee relations cases and 2-3 years of experience managing leaves of absence. HR Generalist and/or HRBP experience would be considered in lieu of specialized roles.
Preferred Qualifications:
Experience working in a multi-state organization. Prior experience working in a professional services firm. HRCI/SHRM certification is desirable.
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
* Discretionary annual bonuses for eligible positions & CPA bonus plan
* 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: $80,000 - $100,000 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.
$80k-100k yearly 8d ago
Sage Intacct Customer Support Senior Associate
Bakertilly 4.6
Austin, TX job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Are you interested in joining one of the fastest growing professional services firms in the nation?
Are you excited to connect the world of finance and accounting with technology?
If yes, consider joining Baker Tilly US, LLP (BT) as a Sage Intacct Customer Support Senior Specialist! At BT your main responsibilities will include working directly with project customers, providing support for end users, and working directly with customers, internal consultants, and external vendors for solutions. The position will involve diagnosis, troubleshooting, provisioning, and escalation for issue resolution in the Sage Intacct environment.
As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. (This position is REMOTE.)
Does this describe you?
You want to work for a leading professional services firm whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
You want to grow professionally and develop your client service and technical skills to build a career with endless opportunities
now, for tomorrow
What you will do:
Be a trusted member of the engagement team and responsible for:
Reviewing, assigning and/or taking ownership of customer support tickets daily, responding promptly to customers once reviewed
Determining a course of action upon review of case tickets
Testing possible solutions in demonstration environments
Adding internal comments to variations of potential solutions and contact customers with possible solutions
Escalating issues without immediate resolution to internal management or Sage Intacct's customer support and/or engineering
Following up regularly on outstanding tickets
Delegating certain issues to the implementation or technical services team for highly configured instances of the software
Corresponding throughout issue resolution process in a timely manner
Other duties as assigned
Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs
Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Enjoy friendships, social activities and team outings that encourage a work-life balance
Qualifications
A bachelor's degree required, preferably in business administration, accounting, MIS or equivalent experience
Three (3)+ years' experience in the accounting or finance field with exposure to multiple ERP systems or in a software technical support environment working heavily with external customers, ideally in a financial or accounting software or application
Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
Strong leadership, project management, organizational and analytical skills, initiative, adaptability
Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship
The compensation range for this role is $67,060 to $127,120. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Cherry, Bekaert & Holland, L.L.P job in Austin, TX
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. We are seeking for a Senior Graphic Designer to join our team. The Senior Graphic Designer will have an opportunity to work remotely within the United States.
The Senior Graphic Designer is responsible for designing and maintaining Cherry Bekaert's brand and visual identity standards. Create a wide range of marketing collateral and materials in collaboration with project owners and stakeholders from across the Firm.
As a Senior Graphic Designer, you will:
* Design layout and graphics for both internal and external content
* Oversee design projects from conception to delivery
* Procure stock images as needed
* Assist with coordinating outside vendor materials as needed
* Work with marketing and communication teams to understand project requirements.
* Collaborate with other designers and departments to ensure cohesive visual messaging.
* Ensure all designed content adheres to the Firm's brand guidelines.
* Stay updated with the latest design trends and technologies.
What you bring to the role:
* Bachelor's degree in graphic design or related area
* 5+ years in graphic design.
* Demonstrate technical skills working with Adobe Creative Cloud programs; including but not limited to Adobe InDesign, Adobe Illustrator, Adobe Photoshop, and Adobe XD.
* Proficient in Microsoft Office Suite, especially PowerPoint and Word.
* Operate in a Windows PC environment.
* Experience working within a multi-approval process; communicating with multiple stakeholders on projects and deadlines to exceed expectations.
* Experience working in a virtual office environment; collaborating across video/phone conferencing is preferred.
* Strong portfolio showcasing a range of design skills.
* Creativity and a keen eye for detail.
* Excellent communication and teamwork abilities.
* Strong time management and organizational 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:
$54,245 - $75,000
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.
$54.2k-75k yearly Auto-Apply 30d ago
Deal Advisory Manager (Healthcare)
Cherry, Bekaert & Holland, L.L.P 4.6
Cherry, Bekaert & Holland, L.L.P job in Austin, TX
Tax Director, Private Client Advisors (Estate, Gift & Trust)
Armanino McKenna Certified Public Accountants & Consultants 4.7
Austin, TX job
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career.
At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.
Job Responsibilities
* Perform technical reviews of tax returns for high-net-worth individuals, primarily their personal income tax returns as well as their closely held businesses (pass through entities), trust, estate, and gift tax returns.
* Provide consultation on business and/or personal transactions (if applicable), and the related tax implications, consequences and treatment.
* Manage larger and complex engagements and workflow of multiple clients and related deliverables to minimize risk and surprises, maximize engagement economics, meet internal and external deadlines and develops less experienced engagement personnel, primarily managers and supervisors.
* Review or conduct high level research of complex or emerging tax issues and prepare memorandums to support conclusions.
* Engage with our internal business development department, builds relationships across the firm internally, identify potential cross-selling opportunities for clients and actively brings the opportunities to clients, collaborating across AMLLP service lines.
* Engage in thought leadership, contributing to technical publications and engaging in speaking opportunities (both internally and externally)
* Develops our internal professionals by leading formal learning opportunities/trainings or supporting the development of training materials in collaboration with Learning & Development Team and sharing knowledge
* Train and develop managers responsible for engagement management responsibilities, including analyze billing, managing complex budgets, scheduling and staffing, due date management and client relations.
* Continually build on technical expertise in taxation by attending continuing professional education courses or utilizing other training resource
* Keep current with tax law changes and provide updates and training to the firm's tax practice members.
Requirements
* Bachelor's Degree in Accounting, Tax, Finance, or related discipline
* Qualified to practice before the IRS (i.e., JD, CPA, or EA)
* Minimum of 8 years' experience in public accounting in taxation or equivalent experience
* Minimum of 4 years in a managerial role involving clients and team members
* Advanced understanding of planning and compliance concepts related to high-net-worth individual and fiduciary income tax, gift tax, and estate tax
* Possess a strong knowledge of accounting theory and federal, state and local tax laws
Preferred Qualifications
* Master's Degree in Accounting or Taxation
"Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.
Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.
Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract.
Armanino has a robust offering of benefits, including:
* Medical, dental, vision
* Generous PTO plan and paid sick time
* Flexible work arrangements
* 401K with Profit Sharing
* Wellness program
* Generous parental leave
* 11 paid holidays
For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance
To view our Consumer Notice at Collection for job applicants, please visit: ****************************************************
We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
$53k-69k yearly est. Auto-Apply 7d ago
Managing Director - Managed Services for Growth SaaS and Life Sciences
Baker Tilly Virchow Krause, LLP 4.6
Austin, TX job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Help high-growth companies scale with confidence.
At Baker Tilly, we help tomorrow's industry leaders build smarter, faster, and more resilient organizations. Our Managed Services platform delivers scalable Accounting, Finance, and Human Capital solutions that enable SaaS and Life Sciences companies to focus on innovation, funding, and growth - while we handle the complexity behind the scenes.
We're seeking a Managing Director to lead and grow our Managed Services practice serving Growth SaaS and Life Sciences clients. This role is ideal for an entrepreneurial leader with deep industry insight and a passion for building scalable service models that combine finance excellence with technology-enabled delivery.
What You'll Do
As a Managing Director, you will drive the expansion of Baker Tilly's Growth SaaS and Life Sciences Managed Services business, supporting companies from Series A through IPO and beyond. You'll oversee client engagements, develop market strategy, and lead teams that deliver operational precision with innovative tools and insights.
Key responsibilities include:
* Lead and expand the Growth SaaS and Life Sciences vertical within Managed Services - spanning finance, accounting, HR, payroll, and operational analytics.
* Develop and execute growth strategies aligned with the needs of venture-backed and high-growth companies, partnering with founders, CFOs, and investors.
* Advise clients on scaling finance operations, implementing ERP and HCM systems, optimizing cash flow, and navigating regulatory or audit readiness.
* Collaborate across Baker Tilly's platform - including Advisory, Digital, and Transaction Services - to deliver integrated solutions for clients' growth journeys.
* Ensure operational excellence through rigorous financial controls, timely reporting, and automation-enabled processes.
* Champion innovation by embedding AI-native tools, predictive analytics, and workflow automation into client solutions.
* Recruit and develop high-performing teams, including finance leaders, controllers, and HR professionals, with a focus on industry specialization and client service.
* Represent Baker Tilly in the SaaS and Life Sciences ecosystem - building strategic alliances with venture funds, accelerators, and technology providers.
You'll Thrive in This Role If You:
* Are energized by helping high-growth companies scale sustainably.
* Understand the operational lifecycle of SaaS or Life Sciences organizations - from pre-revenue through commercialization and liquidity events.
* Have experience building or leading outsourced finance or managed services offerings for emerging growth clients.
* Bring a blend of strategic insight and operational discipline to every client engagement.
* Are passionate about modernizing finance, HR, and operations using automation, AI, and analytics.
* Enjoy mentoring talent and creating a collaborative, high-performing culture.
Qualifications
* Bachelor's degree in Accounting, Finance, or related field (CPA, MBA, or equivalent strongly preferred).
* 12+ years of experience in finance, accounting, or managed services, including leadership roles serving SaaS, Biotech, or Life Sciences clients.
* Deep understanding of SaaS metrics (ARR, CAC, churn, LTV/CAC, cash runway) and Life Sciences financial operations (R&D capitalization, clinical trial accounting, grant funding).
* Proven track record of business development and client relationship management with venture-backed or private equity-sponsored companies.
* Familiarity with cloud ERP and HCM platforms (NetSuite, Sage Intacct, Workday, Rippling, or similar).
* Strong people leadership skills - recruiting, mentoring, and developing cross-functional teams.
* Excellent communication, executive presence, and ability to influence across client and internal leadership levels.
* Willingness to travel as needed to support client and firm growth initiatives.
Why Baker Tilly
Join a firm recognized by TIME as one of the World's Best Companies of 2025, and one of the fastest-growing advisory and CPA firms in the United States.
At Baker Tilly, you'll be part of a national Managed Services platform designed to power the next generation of businesses - helping high-growth SaaS and Life Sciences clients turn complexity into clarity, data into insight, and growth into lasting value.
Build what's next. Lead with innovation. Join Baker Tilly.
The compensation range for this role is $182,150 to $345,350. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$90k-123k yearly est. Auto-Apply 60d+ ago
Senior Associate- Client Accounting Services, Real Estate
Baker Tilly Virchow Krause, LLP 4.6
Austin, TX job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Are you ready for a new accounting challenge? Do you want to use your experience from public or private accounting in a new way?
Join Baker Tilly (BT) as a Senior Property Accountant with our growing outsourced Client Accounting Services practice! This is a great opportunity to be a valued business advisor property accounting services to multiple clients across the country. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. This is a hybrid position - located near one of our offices.
In this role, you will work in a cloud based environment and serve as a Senior Accounting Associate for multiple clients across the country, working with a team of professionals to provide property accounting services to their businesses. Come and join a fast growing team, where we can offer you variety in your client work to help you grow your skills and a steady schedule to allow for a healthy work/life balance!
You will enjoy this role if:
* You are looking for your next challenge, crave variety where no day is the same and feel your skills and experience can be better utilized
* You are comfortable using technology and would enjoy helping businesses become more automated through cloud based accounting solutions
* You are looking to be part of a fast growing, innovative practice where your hard work and creativity can help us continue to build, improve and advance
* You like a corporate accounting department schedule and environment, but also crave the investment in technology and training that an innovative CPA firm provides to accountants
What you will do:
The Senior Property Accounting Associate will handle accounting matters for various commercial/retail/hospitality assets. Responsibilities include, but are not limited to, the following:
* Prepare and deliver monthly financial reporting package for each assigned property
* Maintain accounting records for ownership entities holding real estate assets
* Monitor compliance of certain ownership, debt and other agreements
* Prepare annualized income and expense projections each month to assist Property Management and client in cash flow management and determining when investor approvals are required
* Prepare and analyze periodic excess net cash flow distribution calculations
* Prepare journal entries related to significant transactions such as acquisitions, dispositions, and financings
* Prepare data to support the annual financial statement audit and preparation of tax returns
* Assist in preparation and review of annual budget
* Work alongside Property Management to prepare tenant reconciliation settlements in accordance with stipulated lease terms including, but not limited to, operating expenses, real estate taxes and utilities
* Input and setup all new leases and lease renewals in property management software
* Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs
* Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients
* Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
* Enjoy friendships, social activities and team outings that encourage a work-life balance
Qualifications
* Bachelor's degree in accounting
* Three+ (3)+ years of experience in commercial real estate or public accounting (with exposure to commercial real estate)
* Development/Construction accounting background is preferred
* Intermediate to advance with MS Office software/Excel
* Experience with MRI or Yardi preferred
* Excellent analytical, technical and problem solving skills, with strong attention to detail
* Exceptional verbal and written communication, collaboration, and time management skills
* Eligibility to work in the U.S., without sponsorship, highly preferred
#LI-EH1
#LI-Hybrid
$52k-72k yearly est. Auto-Apply 9d ago
FP&A Director 16758896
Cherry Bekaert 4.6
Cherry Bekaert job in Austin, TX
a { text-decoration: none; color: #464feb; } tr th, tr td { border: 1px solid #e6e6e6; } tr th { background-color: #f5f5f5; } Director, FP&A - GovCon (PE-backed)
Reports to: VP of Finance
About the Company
Join a private equity-backed innovator in aerospace and space technology shaping the future of defense and national security. With recent contract wins and rapid growth, this is a dynamic, outcome‑driven environment where rigorous financial leadership directly enables mission success.
Why This Role Matters
As Director of FP&A, you will be the senior strategic finance partner accountable for enterprise planning, program performance visibility, and board/investor reporting. You'll lead the end‑to‑end FP&A operating cadence-translating program realities into executive insights, optimizing indirect rates, and enabling disciplined growth across a complex GovCon portfolio.
What You'll Do
Architect and lead the annual operating plan (AOP), multi‑year long‑range plan (LRP), quarterly re‑forecasts, and monthly outlooks across corporate and multiple programs.
Establish standard work: calendar, deliverables, and review forums for portfolio performance, cash, bookings, and backlog.
Build integrated models spanning bookings, revenue recognition, margin, cash conversion, and indirect rates; deliver weekly/monthly dashboards with variance drivers and leading indicators.
Partner with Program Finance/Operations to drive resource allocation, EAC/EVM‑aligned forecasts, risk/opportunity registers, and corrective action plans.
Oversee pricing strategies and cost proposals for T&M, CPFF, and FFP; review BOEs, rate applications, fee strategies, and sensitivity scenarios to ensure competitiveness and compliance.
Align capture/proposal finance with business development; standardize pricing templates, approvals, and audit‑ready support files.
Lead the creation of CEO/CFO packages, board decks, investor updates, and lender communications-clear narratives, crisp visuals, and defensible assumptions.
Drive short‑ and long‑term cash forecasts, working capital, and capex prioritization; run scenarios on program start/stop, rate changes, and contract mix to inform decisions.
Implement FP&A tooling and automation (ERP/BI integrations, driver‑based models, report standardization); uplift data quality, definitions, and lineage.
Champion best practices in forecasting, close partnering with Accounting, Program Control, and Compliance.
Build and lead a high‑performing FP&A team (recruit, develop, and mentor analysts/managers); set goals, define career paths, and foster a culture of accountability and continuous improvement.
What You Bring
Bachelor's in Finance, Accounting, or related field; MBA/CFA a plus.
10-15+ years of progressive FP&A experience, including substantive GovCon exposure and 3-5+ years leading FP&A teams or program finance functions.
Deep familiarity with FAR/CAS, indirect rate structures (fringe/overhead/G&A), and DCAA/ICE support; EVMS exposure a plus.
Advanced Excel and financial modeling; ERP/BI experience (Navision/Business Central preferred; Power BI/ Tableau/ similar BI).
Comfort with pricing models for T&M/CPFF/FFP and scenario‑based sensitivity analysis.
Executive‑ready communicator who can distill complexity into decisions; proven ability to influence cross‑functional leaders (Operations, Program Management, BD/Capture, Contracts).
Bias for action, strong judgment, and the ability to thrive under deadlines in a fast‑changing environment.
Perks & Benefits
Competitive compensation with annual bonus potential
Comprehensive health, dental, and vision coverage
401(k) with company match
Generous PTO, paid holidays, and parental leave
Tuition reimbursement and ongoing career development
Ready to lead finance for programs that matter?
Apply today and help scale innovation at the intersection of aerospace, space, and national defense.
IND123
$106k-137k yearly est. 26d ago
Senior Associate, Private Equity Fund Services
Baker Tilly Virchow Krause, LLP 4.6
Austin, TX job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Our Private Equity Fund Services team is seeking to add a Senior Associate to their team! Baker Tilly's private equity fund services (PEFS) group provides comprehensive fund administration services including fund accounting, financial reporting, waterfall administration, capital event management, investor relations, treasury services, and general back-office consulting for investment firms.
* Records daily journal entries and reviews cash reporting
* Assists in the preparation of periodic reporting packages (monthly, quarterly and/or annual, as required), including schedules to support the general ledger balances for management approval
* Assists in the preparation of periodic (monthly, quarterly and/or annual, as required) financial statements for management approval
* Assists in the calculation of management fees owed to the management Company for investment/portfolio management services provided to the Fund.
* Prepares quarterly investor capital statements for management approval
* Prepares capital call calculations and notices to investors for management approval, uploads the notices to the investor portal and monitors the receipt of funds
* Prepares distribution calculation and notices to investors for management approval, uploads the notices to the investor portal and monitors the bank transfers
* Prepares and reviews correspondence with client investors to address inquiries, as needed
* Able to work with auditors and provide them with reports/support to assist them during audit
* Manages client investor portals
* Coordinates and completes special projects, as directed by management
* Performs other duties as assigned
Qualifications
* BA/BS in Accounting or related field required
* CPA license (or in process) preferred
* 3+ years of experience with a public accounting firm, investment bank, or the financial services industry (or general interest in supporting private equity fund operations and accounting)
* Excellent communication, time management, planning, and problem-solving skills and the ability to multitask required
* Must have strong research and analytical skills and current knowledge of US GAAP and/or IFRS
* Must be able to communicate and interact professionally and effectively through written and verbal communication with current and potential clients
* Strong organizational skills with excellent attention to detail
* Requires ability to work both in team environment and independently
* Eagerness to learn and strong work ethic
* Must be able to work in a fast-paced environment and handle multiple priorities and deadlines
* Knowledge of Investran or other partnership accounting software a plus
#LI-AB1
#LI-Hybrid
$67k-87k yearly est. Auto-Apply 50d ago
Senior Manager, Business Management
Armanino McKenna Certified Public Accountants & Consultants 4.7
Austin, TX job
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.
Job Responsibilities
* Has direct client contact.
* Reads and prioritizes emails from clients and vendors and take appropriate action.
* Approves clients' invoices in accounting software and ensure bills are paid timely on an ongoing basis.
* Oversees wire transfers for accuracy and timeliness.
* Reviews clients' general ledger(s) for accuracy.
* Reviews Bank Reconciliations.
* Reviews cash flow statement of receipts and disbursements for team lead.
* Reviews preparation of annual 1099 filings.
* Reviews year-end tax package for tax accountants.
* Reviews payroll tax returns prepared by payroll company to the general ledger.
* Reviews and assists with Tax & License forms such as City Business License Returns, Secretary of State Statements of Information and Business Personal Property.
* Prepares/Reviews Financial Statements.
* Coordinates client meetings, as needed.
* Collaborates with team to prepare supporting documents for tax examination, if applicable.
* Collaborates with property & casualty insurance brokers (i.e. review annual rates and coverage, worker's compensation audit), as needed.
* Communicates with team to resolve billing inquiries (telephone company, cable, etc), as needed.
* Assist with clients' medical insurance reimbursements, as needed.
* Participates in special projects upon client requests, such as buying/leasing a house/automobile, review insurance policies, complete subscription documents for new investments, complete loan applications, etc.
* Participates in business development, as needed.
Requirements
* Bachelor's degree in Accounting or Finance is required.
* A minimum of 10 years of Business Management experience.
* Demonstrates a deep understanding of financial reporting, general ledger structure, and accounting principles.
* Exercises independent judgment in decision-making processes.
* Demonstrated ability to effectively communicate with clients, team members, and stakeholders through various channels including verbal, written, and interpersonal communication.
* Dedicated to providing exceptional client service, actively seeking to understand and address client needs and concerns.
* Ability to prioritize tasks and work accurately and efficiently under tight operational deadlines.
* Demonstrates technology proficiency including experience with AgilLink and QuickBooks Online.
* Recognizes issues and proficiently offers effective solutions and alternatives.
* Establishes and nurtures relationships with other professional service providers.
* Acts as a mentor and leader within the team.
* Previous experience in supervisory or leadership positions
Preferred Qualifications
* CPA or CFP
"Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.
Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.
Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract.
Certain states require us to disclose the pay range and benefits summary for job openings. The compensation range for this position: $-$. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.
Armanino has a robust offering of benefits, including:
* Medical, dental, vision
* Generous PTO plan and paid sick time
* Flexible work arrangements
* 401K with Profit Sharing
* Wellness program
* Generous parental leave
* 11 paid holidays
For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance
To view our Consumer Notice at Collection for job applicants, please visit: ****************************************************
We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
$80k-106k yearly est. Auto-Apply 5d ago
Tax Growth Solutions Leader
Cherry, Bekaert & Holland, L.L.P 4.6
Cherry, Bekaert & Holland, L.L.P job in Austin, TX
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. We are looking for a Tax Growth Solutions Leader to join our Tax team to lead the packaging and integration of existing core and strategic tax offerings into cross-functional solutions tailored to market segment needs.
As the Tax Growth Solutions Leader, you will report to our Chief Growth Officer and work closely with the Managing Partner - Tax Services. You'll be responsible for helping to generate and maintain revenue by developing solutions and offerings for core and strategic tax; driving integration and alignment between revenue-related functions, aligning and optimizing the client experience; and facilitating cross-functional collaboration and communication that produces results. This highly visible role may be based out of any of our offices, or fully remotely within the contiguous United States.
To be successful in this role, you should have a strong background in consulting or advisory services, with proven experience in developing and executing growth strategies, solutions, and offerings. You should also have excellent analytical, problem-solving, change management, and communication skills, as well as the ability to influence and motivate others.
As the Tax Growth Solutions Leader, you'll be responsible for the following:
Cross-Functional Stitching and Market Segmentation
* Design and implement frameworks for bundling existing tax and advisory services into cohesive, market-relevant solutions.
* Collaborate with RSLLs, Strategic Tax Domain Leaders, and IPLs to identify high-impact combinations of services aligned to client segmentation strategies.
* Develop segmentation models that guide solution packaging based on client industry, size, and strategic needs.
Solution Development
* Develop process model for packaged (bundled) solution sets across existing tax service offerings
* Drive solution set development through collaboration with RSLLs (Regional Service Line Leaders), Strategic Tax Domain Leaders, and IPLs (Industry Practice Leaders)
* Assess existing service offerings - create solution attachment points across audit, tax, advisory aligned with industry focus - sales approach/sequencing
* Define and track KPIs for packaged solution adoption, client penetration by segment, and cross-selling effectiveness across tax and advisory.
New Offerings
* Create and launch External to Internal approach to innovate new tax offerings and/or bundled tax and advisory services
* Create process flow model for new offering development - vetting/criteria/alignment/resource requirements/approval lanes
* Collaborate with Growth Operations - Knowledge - Develop and monitor potential new offerings through trends research
* Align with Client Experience - Voice of the Customer
* Integrate with RSLLs, Strategic Tax Domain Leaders, and IPLs
Communication & Education Strategy
* Develop internal enablement materials to educate client-facing teams on packaged solutions and segmentation strategy.
* Partner with Marketing and L&D to ensure consistent messaging and training around bundled offerings.
What you bring to the role:
* Bachelor's degree in business administration or related field; Master's degree or MBA preferred
* Minimum 15 years of experience in consulting or advisory services including at least 10 years' experience in solution packaging, cross-functional collaboration, and market segmentation within professional services in a leadership or management role required.
* Demonstrated success in aligning existing service lines into client-centric bundles that drive revenue growth.
* Excellent analytical, problem-solving, decision-making, and critical thinking skills
* Strong communication skills (verbal/written/presentation), with the ability to communicate effectively with various audiences at different levels
* Superior influencing and change management skills that result in strong leadership commitment and actions that will drive change and produce results
* Proactive attitude (self-starter/initiative-taker), with the ability to work independently and collaboratively
* Flexible mindset (adaptable/agile), with the ability to embrace change and ambiguity
* Creative mindset (innovative/entrepreneurial), with the ability to generate new ideas and solutions
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:
$400,000 to $600,000
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.
$88k-123k yearly est. Auto-Apply 1d ago
Associate, Private Equity Fund Services
Baker Tilly Virchow Krause, LLP 4.6
Austin, TX job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Are you ready to start out your accounting and finance career in a new way?
Our Private Equity Fund Services team is seeking to add an Associate to their team! This is a great opportunity for someone who is starting out their career in accounting and finance. We believe in continuous learning and development and have a number of programs to ensure the success of our people.
Requirements:
* Records daily journal entries and reviews cash reporting
* Helps prepare quarterly and annual reporting packages for management approval
* Helps prepare quarterly and annual financial statements for management approval
* Prepares capital calls and distributions for management approval
* Coordinates the delivery of capital call and distributions notices to clients and the investors
* Prepares and reviews correspondence with client investors to address inquires as needed
* Manages client investor portals
* Coordinates and completes special projects as directed by management
* Performs other duties as assigned
Successful Candidates will have:
* BBA/BS in Accounting or related field required
* CPA license (or in process) preferred
* 0-1 year of experience with a public accounting firm, investment bank, or the financial services industry (or general interest in supporting private equity fund operations and accounting)
* Excellent communication, time management, planning, and problem-solving skills and the ability to multitask required
* Must be able to communicate and interact professionally and effectively through written and verbal communication with current and potential clients
* Strong organizational skills with excellent attention to detail
* Requires ability to work both in team environment and independently
* Eagerness to learn and strong work ethic
* Must be able to work in a fast-paced environment and handle multiple priorities and deadlines
* Knowledge of Investran or other partnership accounting software a plus
$48k-83k yearly est. Auto-Apply 30d ago
Supply Chain Consulting Senior Manager
Baker Tilly Virchow Krause, LLP 4.6
Austin, TX job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Are you interested in joining one of the fastest growing consulting and accounting firms in the country?
If yes, consider joining Baker Tilly (BT) as a Supply Chain Senior Manager in our Development Advisory practice! This is a great opportunity to be a valued leader in one of our most dynamic markets. You will work side-by-side with firm leadership in Enterprise Solution and Services to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You will enjoy this role if:
* You are looking for your next challenge, crave variety where no day is the same and feel your skills and experience can be better utilized
* You are looking to be part of a fast growing, innovative practice where your hard work and creativity can help us continue to build, improve and advance
* You have a passion for supply chain management
* You are a team player with strong communication skills and desire to work collaboratively with others to meet client needs
* 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:
* Lead client engagements and work streams related to supply chain and operational improvement projects
* Lead highly skilled client / work teams throughout project lifecycles by leveraging supply chain approaches, frameworks, and ensuring timely execution of project deliverables
* Support acquisition operations, demand management, integrated planning, fulfillment, and warehousing engagements
* Apply risk management methodologies and problem resolution techniques in the area of supply chain practices
* Execute process transformation, measurable improved operational performance, and organizational restructuring
* Manage diverse collection of programs requiring supply chain capability development / supply chain management
* Support Baker Tilly's Global Customs and Trade and IRA teams by expanding our services tied to supply chain analysis
* Lead proposal and business development activities
* Execute analytical methodically to help solve various problems and make a true impact across various domains and industries
* Analyze data for trends and patterns, and Interpret data with a clear objective in mind
* Communicate solutions to stakeholders and implement improvements as needed to operational systems
Successful candidates will have:
* A minimum of ten (10) years of experience providing services related to Supply Chain, Operational Restructuring, or Logistics.
* Bachelor's degree required, master's or advanced degree preferred.
* Deep knowledge of inventory optimization, logistics, demand planning / replenishment, transportation, sales, distribution, and operations.
* Demonstrated ability to understand financial information, budgets, program performance, and develop strategies to improve supply chain performance across operational areas.
* Strong project management skills and team leadership experience.
* Ability to work in a dynamic, research-oriented group with several ongoing concurrent projects.
* Excellent analysis skills and the ability to develop leading practice recommendations based on prior experience.
* Demonstrated management, analytical, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills (Word, Excel) required.
* Ability to engage effectively at the business and technical level, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current.
* Display accountability and commitment to quality and the timely completion of projects.
* Must be willing to work nontraditional business hours for client demands.
* Ability to travel as needed.
Cherry, Bekaert & Holland, L.L.P job in Austin, TX
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 Auto-Apply 9d ago
Seasonal Document Reviewer
Cherry, Bekaert & Holland, L.L.P 4.6
Cherry, Bekaert & Holland, L.L.P job in Austin, TX
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.