Cherry Bekaert jobs in Boston, MA

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 State and Local Tax team is looking for a Sales Tax Senior Associate with a background in consulting. **As a Sales Tax Senior, you will:** + Review clients' accounts payable records and capital expenditures for sales and use tax overpayments, work to reduce client's tax audits, and assist with strategic tax planning. + Code and enter findings and results into Excel spreadsheets. + Prepare Report of Findings and training materials for clients. + Prepare required documentation (spreadsheets, forms, copies, etc.) to validate tax refunds. + Communicate and meet with various tax authorities and vendors to obtain tax refunds on behalf of clients. + Prepare status reports for clients. + Research tax laws for exemptions and tax savings for clients. **What you bring to the role:** + Bachelor's degree in Business, preferably in Accounting or Finance. + Ability to work in a team environment and understand the importance of providing the highest level of service to clients. + Organizational skills, with the ability to be detail oriented and thoroughly verify work for completeness and accuracy. + Excellent interpersonal and communication skills. + Proficiency with Microsoft Excel, Word, and PowerPoint. + Familiarity with Access is a plus. Accounts payable experience is 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:** 79,000-114,100 **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.

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: Crowe is growing tremendously. We are looking for future leaders, which means a partner career path or growth opportunities. At Crowe, there is the opportunity to transition between different industry verticals within Audit & Assurance that align with your professional goals. Are you up for the challenge? About the Team: The Audit & Assurance team at Crowe provides traditional attestation services as well as accounting and consulting on applying accounting principles. Audit & Assurance professionals demonstrate deep specialization through an understanding of the market and business challenges their clients face and a dedication to audit quality. Though Crowe has various business units, Audit & Assurance is one of the largest practices. Learn more about our Audit & Assurance team! We're looking for Audit Senior Associates with experience in the Life Science industry vertical. As a Audit Senior Associate, you will further learn to lead, gain deep industry insight, and grow relationships. With access to many resources and team support, this is what of your work includes: Running client engagements from start to finish. This includes all aspects of financial statement preparation, internal staffing of engagements, project scheduling and budgeting, planning of the engagement, and related administrative functions. Supervising, training, and mentoring staff and interns on audit process and assess performance of staff for engagement reviews. Maintaining an outstanding relationship with clients to increase customer happiness and working with client management and staff at all levels to perform audit services. We promote partnership and working together, so work with your audit team to identify and resolve client issues discovered during the audit process. We encourage creativity, to grow your expertise, which could make a difference at our firm. Researching and analyzing financial statements and audit issues using electronic databases, and employing audit software to review and compile financial information. Engage with key client management to collect information, resolve audit-related problems, and make recommendations for business and process improvements. Qualifications: 2+ years of recent and relevant public accounting external audit experience. Your background should have experience working with Life Science clients. Organization, social, technical, and accounting and auditing skills to work efficiently with clients and staff as well as build positive relationships. Experience with engagement management, reviews, and staff supervision. Being able to multi-task since planning, executing, and wrapping up various engagements may have to be performed concurrently. Your ability to perform research on technical matters prior to submitting for manager review is important. This position requires meeting the education requirement for CPA certification in your aligned home office state. Having a CPA license in that state already is even better. Ability to work additional hours as needed and travel to various client sites. #LI-Hybrid #LI-Onsite About the Team: The Audit & Assurance team at Crowe provides traditional attestation services as well as accounting and consulting on applying accounting principles. Audit & Assurance professionals demonstrate deep specialization through an understanding of the market and business challenges their clients face and a dedication to audit quality. Though Crowe has various business units, Audit & Assurance is one of the largest practices. Learn more about our Audit & Assurance team! 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 $63,500.00 - $142,000.00 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, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, 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.

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

Cherry Bekaert's Strategic Financing Services Practice (SFS) is seeking an Application Writer and Community Engagement Specialist with a background in the New Markets Tax Credit (NMTC) or similar program area. We offer an opportunity to work with a team of experts with a deep track record in NMTC allocation applications, tax credit placement and deployment, and tax credit compliance and asset management services. The Application Writer will manage the process for writing NMTC Allocation Applications for the portfolio of client community development entities (CDEs) and manage the grant writing and applications process for clients seeking funding from other tax credit and funding programs. The employee will also work with CDEs on strategic plans, including product offerings, measurement of impacts and other considerations that affect likelihood of success. The successful candidate will have a strategic mindset, strong attention to detail and commitment to 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 14,530 direct jobs, served 489,860 clients through nonprofit investments, and helped create over 7.1 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%. **Responsibilities:** + Application and Grant Writing + Oversee and Manage NMTC Allocation Application process for CDEs, including + Drafting, reviewing and preparing NMTC Allocation Applications and supporting documents for strategic and technical opportunities + Writing compelling business strategy, community outcomes and other narratives to maximize scoring and increase likelihood of successful outcomes + Collaborating with clients to identify and source appropriate NMTC pipeline opportunities to suit unique CDE needs (considering geography, project type, community impacts, etc.) + Synthesizing and incorporating industry terms, trends and data to support business strategies, community outcomes and compelling applications that translate to smooth financial closings + Identifying and managing other grant and application writing opportunities to ensure quality and timely submissions as well as strategic alignment + Collaborating with deal team participants (investors, borrowers, supporters and stakeholders) to secure commitments, evidence of support and/or letters of interest as required for submission of various funding applications and/or financial closings + Designing and composing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner + Other job-related functions as assigned + Travel: 10-15% **Successful Candidates Will Demonstrate/Posses:** + 3+ years of professional/industry experience in grant writing, community development finance, tax credit finance or CDE/CDFI Lending + Strong written communication skills + Knowledge of finance, data and/or reporting, with specific experience with CDFI Fund's AMIS reporting preferred + Tax Credit Industry knowledge will be helpful + Passion for community investment and revitalization that will spark transformation, inclusion, and social justice + Ability to be flexible and work under fixed timeframes to meet deadlines + Experience in working with borrowers, lenders, investors and stakeholders + Ability to work independently and collaboratively on different phases of projects + Capable of prioritizing workflow and managing compliance and reporting obligations + Proficiency in Word and Excel + BA in English, Journalism, Finance, Planning or related field preferred **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.

We are seeking an organized, detail-oriented Administrative Assistant to join us in our Waltham office, supporting our team during the Spring tax season. This is a temporary position and candidates must be available to work starting mid January 2026 through April 16, 2026. This is a part time role of 30 hours per week. #ZR **This position will be onsite.** **What your day looks like:** + Assemble completed tax returns in Adobe format for electronic delivery + Maintain a working knowledge/competency of appropriate systems and applications, including Word, Adobe, Excel and Outlook + Effectively file resources and/or documentation according to Firm electronic retention standards + Interact with internal clients in an efficient, courteous, and professional manner + Perform other duties as assigned including, but not limited to, copying, scanning, shredding, mail distribution, metering outgoing mail, restocking production rooms and technology check-out, multi-line phone system coverage, etc. **What you need for this role:** + At least 1 year of experience in an Administrative or professional office environment + Advanced proficiency in Adobe Acrobat and Microsoft Office products; GoFileRoom knowledge a plus + Proven ability to prioritize and multi-task as well as work within a team on projects + Excellent verbal and written communication skills + High level of confidentiality, professionalism, and flexibility + Ability to effectively gather and disseminate information **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.

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 strategy is to be digitally driven, industry-aligned, and focused on the middle market. The Government & Public Sector (**************************************************************************** Group (GPS) is among the largest attest practice groups for Cherry Bekaert. GPS is a strategic industry for our firm, and we seek a highly motivated **Government Audit Partner** to help us continue to build our government audit strength and lead the GPS industry initiatives. With the tremendous growth of this team, this is a highly visible role with increasing leadership opportunities within the practice. You'll be responsible for leading a team that provides audit and consulting services to governmental entities in the country, including local governments, public authorities, transportation agencies, school districts, and state and local agencies. These varied government clients range in revenue size from $2 million to $9 billion. Limited travel should be expected. In addition to delivering exceptional client service, you'll also team with other service line and industry partners to focus on practice growth and development. The Government Audit Partner will have the opportunity to work onsite/hybrid from any of our office locations or remotely from within the United States. Relocation assistance may be offered. **Key Responsibilities** + **Client Service & Audit Leadership** + Lead audit and consulting engagements for governmental entities including local governments, public authorities, transportation agencies, school districts, and state and local agencies. + Oversee engagements for clients ranging from $2 million to $9 billion in revenue. + Deliver exceptional client service while ensuring compliance with professional standards. + Maintain a minimum of 600 annual client charge hours. + **Industry Strategy & Growth** + Act as the Firm's Industry Leader and drive the GPS practice's $40M+ growth strategy. + Collaborate with Regional Service Line Leaders (RSLLs), Advisory Service Line Leaders (ASLs), and Specialty Service Leaders (SSLs) to align service offerings and ensure seamless client delivery. + Identify market trends and opportunities to develop new services and go-to-market strategies. + Guide investments in GPS-specific services and talent development. + Drive growth accountability through regional and service line leaders or directly through dedicated partners. + **Talent Development & Collaboration** + Develop professionals into subject matter experts and build a strong talent pipeline. + Support recruiting, performance management, and professional development initiatives. + Foster collaboration across industry practice leaders and firm leadership. + **Marketing & Visibility** + Partner with marketing and growth teams to develop and manage the industry marketing budget. + Represent Cherry Bekaert in industry associations such as GFOA, GASB, ASBO, ICMA, and AGA. **Qualifications** + Bachelor's degree in accounting. Masters preferred. + **Must be CPA certified and have an active CPA license.** + Minimum of 10 years' experience with a large local, regional or national public accounting firm. + **Local government experience (cities, counties, towns) is required.** Airport authorities and/or Enterprise Funds experience a plus. + Involvement with GFOA, GASB, ASBO, ICMA, and/or AGA is desirable. + Candidate's strongest traits must be in client service and business development, leading to growth + Strong leadership and staff development skills + Excellent oral and written communication skills + Exceptional interpersonal skills + Excellent problem solving, organizational, and analytical skills **What you can expect from us:** - Entrepreneurial environment focused on professional development, career advancement, and performance and rewards opportunities. - Supportive partnership group with a "one firm" mentality and a commitment to colleagues' success. - Big firm resources and bench strength; small firm flexibility and openness to new ideas. - Defined metrics and targets that eliminate ambiguity. - Flexible work arrangements with generous PTO, including a firmwide week off for the 4th of July. - Click her to learn more About Us (************************** **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. **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. 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.

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. About the role: CLA is seeking to hire an HR Director in Boston, MA to join our Talent Solutions team. This is a key role in our Talent Solutions, HR Consulting and Outsourcing team. This individual is responsible for managing and developing their engagement team members, overseeing client engagements in their portfolio, and delivering tailored HR solutions to meet client needs. This leader will act as a trusted advisor to clients, ensuring operational excellence, strategic alignment, and the successful delivery of HR solutions. As an HR Director you will be responsible for: Client Engagement and Relationship Management: Serve as the primary point of contact for clients, build strong relationships and drive high levels of client experience and satisfaction. Collaborate with clients to understand their business objectives, challenges, HR needs, and provide strategic guidance. Oversee multiple client engagements, supporting on-time and quality delivery of HR solutions. Adhere to service-level agreements and ensure all HR deliverables comply with relevant laws, regulations, and industry standards. Monitor client feedback and continuously improve engagement strategies to exceed client expectations. Design and implement innovative HR solutions tailored to client needs. Stay updated on HR trends, technologies, and best practices to offer cutting-edge solutions. Identify market trends and opportunities to expand service offerings and clients. Responsible for driving growth in existing client engagements. Team Leadership: Lead, inspire, and mentor Sr.HR Generalists, HR Generalists, and HR Coordinators on your engagement team. Assist in hiring, coaching, performance, and onboarding of team members. Foster a collaborative and inclusive team culture that emphasizes professional growth, innovation, and accountability. Identify skill gaps and provide training and coaching to upskill team members, ensuring alignment with evolving client needs. Support family members Inspired Careers. Set clear performance objectives and conduct regular evaluations to track team progress and address challenges. Operational and Financial Management: Develop and manage budgets for client engagements, ensuring profitability and operational efficiency. Optimize processes and workflows to enhance the quality and scalability of HR consulting and outsourcing services. Analyze key performance indicators (KPIs) to measure the success of HR initiatives and client engagements. Own the billing process for your client engagements and collaborate with CLA Client Relationship Leaders (CRLs) to ensure that project work billings are accurate and up to date, ensuring that they are compliant with client contracts and CLA policies and procedures. Quality and Risk management: Understand firm policies and controls around independence and implement procedures to protect the firm and our clients. Identify sensitive issues and consult with firmwide service specialists as needed. What you will need: 10 years of relevant experience is required Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree. Degrees in Human Resources Management, Business, or related field preferred. Master's degree or MBA preferred A minimum of one of the following HR certifications is required or the ability to obtain 180 days of hire: SPHR, SHRM-CP, or SHRM-SCP certification Advanced Microsoft Word, Excel, PowerPoint, and other Office products. Experience with the HRIS systems such as is preferred: ADP Run, ADP Workforce Now, Gusto, SAP SuccessFactors, Workday, Oracle Fusion Cloud, and Rippling. 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 Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. The compensation range for this position in Massachusetts is: $134,420.00 - $201,630.00 #LI-SK1 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.

The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. The successful senior wealth advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Responsibilities Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios Participate in building new client relationships in collaboration with strategic partners Commitment to advanced continuing education and team development at all levels Train and mentor associates across the wealth advisory team Qualifications Bachelor's degree required 10+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience Series 65, CFP or CFA required Skills and Knowledge Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning Depth of experience working with high net worth or ultra-high net worth clients Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro) Highly effective interpersonal, relationship management, and communication skills Demonstrated talent development experience, as well as training and mentoring new staff Excellent organizational and time management skills in a high energy environment to manage multiple priorities Strong attention to detail Note: All Senior Wealth Advisors must have a clean U4 with no disclosures. We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. #LI- EOE M/F/D/V

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. Due to the sustained growth and success of our **Deal Advisory (************************************************************************************* practice, an opportunity has been created for a **Manager (Healthcare)** to join our team with the flexibility to sit in multiple offices throughout our footprint or possibly remote for the right resource. Our National Deal Advisory practice supports M&A activities of our Private Equity clients and strategic corporations across the US and internationally. Our services include buy-side due diligence, sell-side due diligence, working capital assistance, merger integration and optimization, divestitures and carve outs. Throughout 2024, our team advised on ~600 deal with an aggregate transaction value exceeding $19B. Our ideal candidate will have at least two years of demonstrated experience performing work across an array of M&A engagements in a large regional/national public accounting firm or related professional services consulting environment. If you're ready to join our team of seasoned, expert, nationally acclaimed and knowledgeable professionals - we're ready to hear from you! **What your day(s) will look like:** + Work closely with Partners and Directors to manage activities of buy-side and sell-side financial and tax due diligence engagements + Perform quality of earnings, quality of assets and working capital analyses by interviewing management, and analyzing & synthesizing data to identify historical and future financial and operational trends that provide insights in the deal negotiation process + Develop relationships with client's senior-leadership teams and target company executives + Communicate due diligence findings in a formal report + Supervise junior staff and provide performance review feedback **What you bring to the role:** + Bachelor's degree in Accounting (preferred), Finance or related business discipline + Active CPA license or in-progress required + 5+ years of professional services experience, with 2+ years of direct Healthcare diligence experience with providers and/or payers + Strong accounting, data analysis/mining and critical thinking skills + Effective communication skills (both oral and written) + Positive attitude, strong work ethic and excellent interpersonal/relationship building skills + Strong project management skills, ability to run multiple engagements at once + Advanced Excel and PowerPoint skills + Willingness to travel as needed (expected **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:** $117,800 to $183,100 **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.

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.

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.

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: Tax Principal - Life Sciences Industry Responsibilities: Are you looking to join an entrepreneurial firm which is one of the fastest growing in the US - one where you will be the "go to" tax expert? Are you inspired to lead a practice, lead people and make a difference for your clients? If yes, consider joining Baker Tilly LLP (BT) as a Tax Principal - Life Sciences Industry, focused on growing the New England market! This role is growth-driven - ideal for a market-facing leader passionate about building client relationships, expanding the Life Sciences footprint, and driving new business opportunities. Be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. You will work side-by-side with firm leadership and our associates to serve clients and build the business, having a direct impact on the firm's success. You will be a valued mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. As one of the fastest-growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field. You will enjoy this role if: * You are an expert in tax for the Life Sciences industry and know the New England market and want to make an impact to help grow this area * You want to work for a leading CPA advisory firm that is growing, growth means more opportunity * You are passionate about contributing to your team's professional growth and your continued development, creating endless opportunities now, for tomorrow What you will do: * Be a trusted leader of Baker Tilly's tax services, providing federal tax compliance and consulting services to commercial clients, positively impacting your clients through: * Being a valued tax business advisor, leading client relationships on day-to-day tax matters with various clients ranging from middle market to multinational * Consulting on technical matters and special projects in various areas of corporate and flow-through taxation, accounting methods, and ASC740 * Researching various tax matters, responding to IRS and other tax authority inquiries, and making recommendations to the client for consideration * Coordinating with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development, along with credits and incentives areas * Overseeing tax-planning responsibilities for federal and individual clients, reviewing complex tax research on a wide range of tax issues related to business transactions for a variety of entities and their affiliates * Providing recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectives * Manage client engagement staffing, billings/collections, and ensure client profitability targets are met * Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue. Actively participate in requests for proposals to pursue additional clients/services for the firm * Participates with other service line leadership in developing tax service market positioning and branding, strategy, and messaging * Invest in your professional development individually and through participation in firm-wide learning and development programs * Support the growth and development of team members, helping associates meet their professional goals, along with proactively supporting the recruitment efforts of future team members * Demonstrate leadership, initiative, excellent team skills, and high ethical standards * Represents the firm at key community events, firm functions, and other meetings Qualifications: * Bachelor's Degree required, Masters or advanced degree desirable * CPA or JD required * Fifteen (15)+ years' experience providing federal tax compliance and consulting services in a professional services firm, relevant industry experience is considered * Five (5)+ years' of supervisory experience, mentoring and counseling associates * Demonstrated management, analytical, organization, interpersonal, project management, and communication skills * Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects * Highly developed software and Microsoft Suite skills

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 looking for an accounting role to launch your career? Do you want to work with privately held and publicly traded companies that occupy all stages of development? As an Audit Associate at Baker Tilly (BT), you will be a value architect delivering audit and other assurance services to clients. As one of the fastest growing firms in the nation, BT offers 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: Desire to become a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges Want to work for a leading CPA advisory firm whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions Value your development and want to work for a firm that provides a great work environment (ask us about My Time Off, My Development and Dress for Your Day!) Want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrow You will have the opportunity to: Be a trusted member of the engagement team providing various assurance and consulting services: Proactively engage with your clients throughout the year to gather needed information to complete testing and respond to questions raised Perform substantive testing on client's balance sheets and income statements Test for deficiencies of internal controls and discussing recommendations for improvement 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 externally with clients Build friendships and strong work relationships while gaining valuable experience Qualifications Successful candidates will have: Bachelor's or master's degree in accounting or a related degree in business, with sufficient course work and credits to sit for the CPA exam in the state you are being considered Outstanding academic performance required, with a preferred GPA of 3.0 or above Relevant internship, work experience and/or involvement with a professional organization The ability to work effectively in a team environment with all levels of client personnel Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving Organizational and analytical skills, initiative, adaptability Proficiency with Microsoft programs (Word, Excel, PowerPoint, etc.) There is currently no immigration sponsorship available for this position The compensation range for this role is $64,000 to $81,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring a problem-solving mindset, fresh perspectives, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! We are seeking an Office Manager, Tax Operations to join our Tax Operations (Tax Ops.) team. They're responsible for managing and supporting tax processes and production in their local office(s), region, and nationally. They work closely with local/regional office Tax Ops. leadership to help drive and support tax policies and procedures. They support all faucets of the firm's tax process and production environment. Responsibilities are, but not limited to: * E-filing support: electronically file in national pools, as well as monitor the e-file portal for respective local office(s), while timely addressing e-file rejections and schema validation errors. * Return assembly management: collate and supervise income tax returns, extensions and miscellaneous information returns in respective local office(s). * SafeSend support: supervise SafeSend assembly, including but not limited to SafeSend delivery to clients in respective local office(s) and national pools. * SurePrep support: supervise the creation of SurePrep binders and verification in respective local office(s) and national pools. * CCH Workflow (XCM) support: create and move tasks, as well as support all XCM reporting and due date management for respective local office(s). * Make updates to PIC and second-responsibility requests. * New client support: support all tax platforms in respective local office(s) and national pools. * National India support: permissions. * Offer support to all Tax Ops. SWAT teams. * E-File forms 1042, 1099, and 8027 for respective local office(s) and national pools. * Understand, troubleshoot, and support Tax department policies and procedures across all offices. * Manage the closing of deadlines for respective regions, as well as offer back-up support for the national footprint. * Train, mentor, and manage Tax Ops. Coordinators in their respective local office(s). * Support newly integrated firms. * Conduct weekly check-in meetings with the Tax Ops. team, as well as providing them with weekly training to improve performance. * Communicate with Tax Ops. team members within their respective regions. Qualifications The ideal candidate must: * Bachelor's degree in business administration or related field. * 3-5 years of experience in the tax/accounting industry. * Be proficient in Microsoft Office, specifically Word, Outlook, and Excel. (superior Excel skills preferred). * Be knowledgeable on CaseWare, Axcess Tax, GoSystem, CCH Document, GoFileRoom, Avalara, SurePrep, SafeSend, CCH Workflow (XCM), and XCM Calendar. * Can work independently as well as a team player. * Can juggle multiple projects, as well as meet tight deadlines and effectively handle stressful situations. * Can be available to work overtime and weekends during the spring and fall busy seasons. * Possess strong verbal and written communication skills. * Possess strong organizational skills and be detail oriented. Expectations: * Billable hours - 250 hours/annually * Collating tasks - no collating task expectation * Other tasks - 10,500 hours/annually

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.

**Cherry Bekaert** has been proudly providing Accounting and Advisory services to our clients for 75 years! We are seeking a **Sales Tax Senior Manager.** **The location is flexible and remote would be considered.** Some of our larger offices include Atlanta, DC, Richmond, Raleigh, Charlotte, Tampa and South Florida. The successful candidate will supervise staff on consulting engagements that they lead and is responsible for delivering efficient, accurate, and timely preparation and review of all consulting projects. The primary responsibilities of the **Sales Tax Senior Manager** are focused on the following: **Sales Tax Consulting** + Research Sales Tax issues and filing requirements that affect Sales Tax obligations for companies. + Keep staff up-to-date on Sales Tax law trends, changes that affect client base. + Present Cherry Bekaert as a thought leader in the industry (assist with blogs, newsletters, social media, etc.) **Engagement Management** + Serve as the Engagement Manager on specific client sales tax engagements, taking responsibility for pre-engagement planning, execution, and final deliverable development. Manage multiple client projects at any given time. + Develop a detailed engagement work plan, illustrating budgets and schedules. Monitor project status against the work plan and communicate schedule adjustments. + Serve as the prime point-of-contact to the client. Ensure that the client is fully informed of engagement progress and logistics. **New Business Development** + Develop a thorough understanding of all services provided by the firm. Link this understanding to potential client needs. + Identify opportunities to expand the scope of current engagements through identification of current client needs and target client requirements. + Actively participate in proposal development, at the direction of management, and take a lead role responding to requests for proposal. **Recruitment and Staff Development** + Take responsibility for identifying, attracting, and developing current and future talent. + Take responsibility for subordinates' activities and chargeability. Effectively delegate work to staff. + Provide regular performance feedback as well as deliver timely performance evaluations. **Personal and Professional Development** + Develop Sales Tax industry knowledge and expertise and share that knowledge with the team. + Pursue professional development through public speaking, seminar delivery, and through the writing of articles. + Actively participate in company internal development programs, including staff training courses **Required Experience** + CPA or CMI preferred + Education: BS/BA accounting or a related field + Minimum 7 years of Sales Tax experience or Sales & Use Tax experience, from either consulting, industry, or Department of Revenue. Experience with manufacturing preferred. + Experience supervising and directing the work of staff. + Demonstrated writing skills a must; proposal development experience desired + Above average ability to manipulate Excel spreadsheets. **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:** 138,900-216,000 **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.

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities Are you interested in joining one of the fastest growing public accounting firms? Would you like the ability to specialize in a specific area of tax and become an expert to your clients? If yes, consider joining Baker Tilly (BT) as a State & Local Indirect Tax Associate! Our SALT practice is made up of professionals across the U.S., providing a full spectrum of services including income & franchise tax, sales & use tax, real & personal property tax, unclaimed property and voluntary disclosure & remediation by industry needs. As a member of this talented team, you will help provide sales & use tax compliance for a variety of clients ranging in size and industry! Must be located in East Coast area and tied to a BT office. You will enjoy this role if: You would like to work directly with firm leadership to support middle market and fortune 500 companies with sales & use tax issues and compliance You are looking to be part of a fast growing, state & local tax practice who is also down-to-earth and thrives through collaboration You want to be part of firm that values specialty tax practices and is invested in your success, providing the resources and support for you to grow now, for tomorrow What you will do: Prepare sales & use tax forms and resolve outstanding tax issues for middle market and Fortune 500 clients and ensure they are in compliance with applicable state tax laws. This includes: Prepare and file state and local sales tax returns for various jurisdictions for multiple clients Perform research on relevant tax law Interact and manage multiple clients in a deadline-oriented environment while maintaining exceptional accuracy and attention to detail Analyze large amounts of client data Maintain internal relationships with colleagues, other service lines and engagement/project teams Develop and retain technical tax expertise Proactively identify and communicate issues as they arise Maintain a positive and “team player” attitude Become familiar with and adhere to the firm's policies and procedures Apply a working knowledge of various computer applications 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 externally with clients Enjoy friendships, social activities and team outings that encourage a work-life balance Successful candidates will have: Associate's degree in accounting, finance, business, economics, or related math degree required Minimum (1) one year experience in public accounting or industry completing and reconciling multi-state sales and use tax returns and performing research on taxability law preferred 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 There is currently no immigration sponsorship available for this position The compensation range for this role is $63,200 to $119,820. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

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 Join Baker Tilly as a Tax Manager with our Tewksbury office! This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to middle market corporate clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a coach to a group of talented staff, utilizing your experience 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'll enjoy this role if: You are looking for an opportunity to expand your career in tax and accounting for middle market corporate clients, becoming an 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 who serves their clients with their clients' and employees' best interests in mind and are transparent in their decisions You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through programs (ask us about My Time Off, My Development and Dress for Your Day!) You want to contribute to your engagement team's professional growth and enhance your own skills to build a career with opportunities now, for tomorrow What you will do: Be a trusted member of the team providing various tax, accounting and advisory services to middle market corporate clients: Support and review the preparation of ASC 740 income tax provisions Review and analyze accounting records and/or reporting with clients, provide analysis and consultation, and communicate with client to discuss accounting and business matters Deliver best-in-class customer service to clients at all times, with an emphasis on being responsive, timely, professional, and accurate Manage and build client relationships, act as liaison to address and resolve client issues, and assist team leaders in researching and providing additional services to client Effectively delegate and oversee the work efforts by setting goals, providing resources, removing obstacles, and scheduling deadlines to meet client expectations for delivery Maintain current knowledge of local, state, and federal tax practices and laws Assist with managing client engagement 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 Qualifications Successful candidates will have: Bachelor's degree in accounting, master's or advanced degree desirable CPA or JD required Five (5)+ years of experience providing federal and state tax compliance, accounting and advisory services in a professional services firm Two (2)+ years of supervisory experience, mentoring and counseling associates Experience in corporate income tax with strong ASC 740 knowledge Demonstrated management, analytical, organization, interpersonal, project management, communication skills Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects

Cherry Bekaert's Strategic Financing Services Practice (SFS) is seeking an Application Writer and Community Engagement Specialist with a background in the New Markets Tax Credit (NMTC) or similar program area. We offer an opportunity to work with a team of experts with a deep track record in NMTC allocation applications, tax credit placement and deployment, and tax credit compliance and asset management services. The Application Writer will manage the process for writing NMTC Allocation Applications for the portfolio of client community development entities (CDEs) and manage the grant writing and applications process for clients seeking funding from other tax credit and funding programs. The employee will also work with CDEs on strategic plans, including product offerings, measurement of impacts and other considerations that affect likelihood of success. The successful candidate will have a strategic mindset, strong attention to detail and commitment to 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 14,530 direct jobs, served 489,860 clients through nonprofit investments, and helped create over 7.1 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%. **Responsibilities:** + Application and Grant Writing + Oversee and Manage NMTC Allocation Application process for CDEs, including + Drafting, reviewing and preparing NMTC Allocation Applications and supporting documents for strategic and technical opportunities + Writing compelling business strategy, community outcomes and other narratives to maximize scoring and increase likelihood of successful outcomes + Collaborating with clients to identify and source appropriate NMTC pipeline opportunities to suit unique CDE needs (considering geography, project type, community impacts, etc.) + Synthesizing and incorporating industry terms, trends and data to support business strategies, community outcomes and compelling applications that translate to smooth financial closings + Identifying and managing other grant and application writing opportunities to ensure quality and timely submissions as well as strategic alignment + Collaborating with deal team participants (investors, borrowers, supporters and stakeholders) to secure commitments, evidence of support and/or letters of interest as required for submission of various funding applications and/or financial closings + Designing and composing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner + Other job-related functions as assigned + Travel: 10-15% **Successful Candidates Will Demonstrate/Posses:** + 3+ years of professional/industry experience in grant writing, community development finance, tax credit finance or CDE/CDFI Lending + Strong written communication skills + Knowledge of finance, data and/or reporting, with specific experience with CDFI Fund's AMIS reporting preferred + Tax Credit Industry knowledge will be helpful + Passion for community investment and revitalization that will spark transformation, inclusion, and social justice + Ability to be flexible and work under fixed timeframes to meet deadlines + Experience in working with borrowers, lenders, investors and stakeholders + Ability to work independently and collaboratively on different phases of projects + Capable of prioritizing workflow and managing compliance and reporting obligations + Proficiency in Word and Excel + BA in English, Journalism, Finance, Planning or related field preferred **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.