Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Are you looking to gain experience and jump-start your advisory career?
Do you want to build your professional network at a coast-to-coast firm?
You will enjoy this role if you:
Are considering a long-term career in public advisory and want exposure to the industry
Value your development and want to work for a firm whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
Want to grow professionally and develop your client service and technical accounting skills to build a strong foundation now, for tomorrow
You will have the opportunity to:
Gain hands-on experience within the real-estate advisory industry
Performing in-depth market and financial research regarding real estate transactions, supply, demand, pricing, and investment parameters
Assist with valuation analysis on a wide range of public and private real estate entities within various industries using accepted and relevant approaches and theory
Assist in preparing and presenting the results of our analysis in a clear and concise manner
Experience, through on-the-job training and real, meaningful work engagements, how your academic experience translates to the professional environment
Learn directly from experienced Staff, Seniors, Managers and Partners with specialized experience and technical knowledge within the real estate industry
Successful candidates will be:
Enrolled as a student during the current school year in a Real Estate, Economics, Finance, Business Administration, or related program
Able to work full time for the duration of the internship
Available to travel as needed for client projects
There is currently no immigration sponsorship available for this position
Successful candidates will have:
Outstanding academic performance required, with a preferred GPA of 3.0 or above
Relevant internship, work experience and/or involvement with a professional organization desired
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.)
"The compensation range for this role is $29 to $46. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location."
$29-46 hourly Auto-Apply 1d ago
Analyst, Risk Management
Baker Tilly 4.6
Los Angeles, CA job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
The Conflict Analyst will assist with the Firm's conflict clearing and client acceptance process. As part of that process, the Conflict Analyst will review proposed engagements across various service lines to assess whether they could result in conflicts that risk the Firm's finances, its reputation, or its client relationships. The role demands real-time risk analysis, practical problem-solving, and an ability to build relationships with senior decision makers across the Firm.
Responsibilities:
As part of the conflict check process, research new projects using available on-line resources, including court websites (if applicable) to perform an in-depth analysis of potential projects.
Conduct database research for new projects to identify potential conflicts that risk the Firm's finances, its reputation, or its client relationships.
Facilitate the resolution of any potential conflicts.
Ensure data integrity within the conflict check database and client intake system.
Support and assist with strategic projects, including enhancing technology related to conflict check system.
Qualifications:
3 to 5 years of prior experience preferred
Bachelor's degree required
Strong analytical, technical, and organizational skills with an emphasis on detail
Excellent verbal and written business communication skills
Demonstrated problem-solving abilities.
Commitment to professional growth and willingness to learn or take on new skills
The compensation range for this role is $53,870 to $102,150. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$53.9k-102.2k yearly Auto-Apply 12d ago
Cybersecurity CMMC Lead Assessor
Cherry, Bekaert & Holland, L.L.P 4.6
Cherry, Bekaert & Holland, L.L.P job in Los Angeles, CA
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
The Office Services Assistant provides general clerical and administrative office support assisting in daily office and operational needs of the business. Works closely with the Office Services Manager on a daily basis to ensure an organized office and assists associates to optimize processes and administrative business needs.
Sorts and delivers incoming, and outgoing mail, including accounts receivable bank drops
File, fax, scan, print and assemble documents. Assist with entering office expenses (fed ex, messenger services, invoices)
Possible travel -package pick-ups and drop-offs via USPS, UPS, and FedEx and food orders as needed
Provide reception coverage. Greet clients, answer office phones, receive and deliver documents to clients.
Ensure training rooms and conference rooms and over all office space is clean and organized. Assist in the set up or breaking down of tables, furniture, etc.
Schedule meetings and appointments. Schedule and prepare conference rooms. Assist with onboarding tasks and workspace readiness
Orders and stocks office supplies, stationary and breakroom supplies (coffee, soda, snacks)
Additional responsibilities as needed
Qualifications
High School Diploma required
1 to 3 years relevant experience required
Proficiency in Microsoft Office suite
Experience with office machines, including facsimile, high speed copier, multi-line phone and 10 key calculator preferred
Excellent customer service and client focused skills
Excellent organizational skills and ability to manage through competing priorities
Detail orientated and ability follow directions/procedures required, as well as prioritize calls and visitors
Ability to work independently to follow directions and procedures
Ability to work overtime and weekends as needed
Capable of safely lifting up to 25 lbs as needed
The compensation range for this role is $18.00 to $34.10. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$18-34.1 hourly Auto-Apply 59d ago
Deal Advisory Manager
Cherry, Bekaert & Holland, L.L.P 4.6
Cherry, Bekaert & Holland, L.L.P job in Los Angeles, CA
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
We are currently searching for a Senior Manager to join our Transaction Advisory Service team within our Financial Advisory Services consulting team. This is a great opportunity to be a valued business advisor and provide due diligence and transaction advisory services to our clients to meet their complex financial needs. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You will enjoy this role if:
* You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve - Baker Tilly Industries
* You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
* You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
* You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)
* You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow
What You Will Do:
* Data gathering, document review and preparation of quality of earnings reports.
* Research and financial analysis of target companies.
* Due diligence for both buy side and sell side transactions.
* Communication with clients to ensure delivery of exceptional client service.
* Participate in various marketing and recruiting activities of the firm.
* Opportunities for career development and to advance within the transaction advisory services group.
* Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
* Invest in your professional development individually and through participation in firm wide learning and development programs
* Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Qualifications
* 8+ years' experience in a large accounting firm in audit, financial advisory or transaction service lines
* Relevant bachelor's degree in accounting, finance or related
* Certified Public Accountant (CPA) certification preferred
* High motivation, initiative and positive attitude
* Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
* Intermediate modeling and excel skills, experience conducting complex quantitative
and qualitative financial analysis and ability to generate data-driven insights
* Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced
environment with shifting priorities
* Excellent verbal and written communication, experience presenting analyses to
management and ability to lead and drive initiatives
* Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries
* Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings
The compensation range for this role is $163,000-$240,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$163k-240k yearly Auto-Apply 38d ago
Valuation Analyst - Real Estate Advisory
Bakertilly 4.6
Los Angeles, CA job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Baker Tilly is looking for a Valuation Analyst to join our Real Estate Advisory Team in our Financial Advisory Services group!
On the Real Estate Advisory team, you will assist on engagements primarily related to the valuation and advisory of real estate and real estate entities, which may include financial modeling, business enterprise valuations (of real estate entities), appraisals of real property for a variety of purposes, real and personal property valuations for financial reporting purposes (primarily ASC 805, ASC 820 and ASC 360). Conduct reviews of third-party valuations of real estate assets and entities and provide review commentary to Baker Tilly's audit engagement teams. Assist with research and development of firm published thought leadership.
What you will do:
Summarize and analyze financial data including entity, portfolio and property-level financial performance
and forecasts
Conduct economic, market and property level research
Work with a variety of templates based upon project goals
Develop unique valuation models
Utilize discounted cash flow, direct capitalization, sales comparison approach, and cost approach
valuation methodologies
Develop narrative and summary format reports for client deliverables
Demonstrate excellent team skills, positive attitude, and high ethical standards
A willingness to work in an often fast paced project-based environment
Maintain and expand knowledge base in area of expertise, comply with continuing education
requirements; participate in professional organizations, independent study, etc.
Qualifications:
Bachelor's degree in Real Estate, Finance, Accounting, Economics or related field. Coursework in real estate and/or valuation a plus
One to three (1-3) years finance or valuation experience
Demonstrated analytical, problem-solving, organizational, interpersonal, project management, and communication skills required
Ability to provide exceptional client service, demonstrate commitment to continuous learning, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of duties
Strong Microsoft Excel skills required
Strong writing skills preferred
Availability to travel for client related work
Preference will be given to candidates with the following:
Progress toward state certified real estate trainee license, the MAI designation awarded by the Appraisal Institute, the Accredited Senior Appraiser (ASA) from the American Society of Appraisers, or other valuation designations
Completion of Uniform Standards of Professional Appraisal Practice (USPAP) and/or real estate valuation courses.
Real estate asset management, audit or valuation experience
Familiarity with subscription sources such as CoStar and Argus valuation software.
The compensation range for this role is $77,000-$123,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$77k-123k yearly Auto-Apply 17d ago
Manager, Transactions Advisory Services
Baker Tilly Virchow Krause, LLP 4.6
Irvine, CA job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
We are currently searching for a Manager to join our Transaction Advisory Service team within our Financial Advisory Services team. This is a great opportunity to be a valued business advisor and provide due diligence and transaction advisory services to our clients to meet their complex financial needs. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You will enjoy this role if:
* You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve - Baker Tilly Industries
* You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
* You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
* You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)
* You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow
What You Will Do:
* Data gathering, document review and preparation of quality of earnings reports.
* Research and financial analysis of target companies.
* Due diligence for both buy side and sell side transactions.
* Communication with clients to ensure delivery of exceptional client service.
* Participate in various marketing and recruiting activities of the firm.
* Opportunities for career development and to advance within the transaction advisory services group.
* Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
* Invest in your professional development individually and through participation in firm wide learning and development programs
* Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Successful candidates will have:
* 6+ years' experience in a large accounting firm in audit, financial advisory or transaction service lines
* Relevant bachelor's degree in accounting, finance or related
* Certified public accountant (CPA) preferred, not required
* High motivation, initiative and positive attitude
* Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
* Intermediate modeling and excel skills, experience conducting complex quantitative
and qualitative financial analysis and ability to generate data-driven insights
* Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced
environment with shifting priorities
* Excellent verbal and written communication, experience presenting analyses to
management and ability to lead and drive initiatives
* Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries
* Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings
The compensation range for this role is $114,000-$180,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$114k-180k yearly Auto-Apply 38d ago
Senior Wealth Advisor
Mariner Wealth Advisors 4.4
Los Angeles, CA job
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
$112k-153k yearly est. Auto-Apply 60d+ ago
Senior Consultant Transactions Advisory Services
Bakertilly 4.6
Irvine, CA job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
At Baker Tilly, we invest in our people. We believe in continuous learning and development and have a number of programs to ensure the success of our people.
As we continue to grow our Transaction Services practice within our Financial Advisory practice, we are seeking to add a Senior Consultant to our team. In this role, you will provide due diligence and transaction advisory services to our clients to meet their complex financial needs.
Our clients include privately held and publicly traded companies, private equity funds, mezzanine funds, banks, and business development companies. This multi-faceted client base allows us to provide our staff with a variety of opportunities across numerous industries, and a constant flow of challenging and meaningful work.
Responsibilities:
Interact directly with Partners on matters related to client and engagement management.
Data gathering, document review and preparation of quality of earnings reports.
Research and financial analysis of target companies.
Due diligence for both buy side, sell side, and corporate finance transactions.
Communication with clients to ensure delivery of exceptional client service.
Participate in various marketing and recruiting activities of the firm.
Opportunities for career development and to advance within the transaction advisory services group.
Qualifications
Bachelor's degree in Accounting required and a CPA designation are preferred.
Between two (2) to four (4) years of experience in a mid to large size professional services firm performing audits and related services for a diverse client base and, and at least two (2) years of transaction services / due diligence experience.
Professional designations or candidacy (CFE, CFA, etc.) and / or an advanced degree are a plus.
High motivation, initiative and positive attitude
Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
Intermediate modeling and excel skills, experience conducting complex quantitative
and qualitative financial analysis and ability to generate data-driven insights
Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced
environment with shifting priorities
Excellent verbal and written communication, experience presenting analyses to
management and ability to lead and drive initiatives
Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries
Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings
The compensation range for this role is $96,000 to $110,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$96k-110k yearly Auto-Apply 38d ago
Audit Manager
Baker Tilly 4.6
Irvine, CA job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
Are you interested in joining one of the fastest growing public accounting firms?
Would you like the ability to focus on one industry sector and further become an expert for your clients?
If yes, consider joining Baker Tilly (BT) as an Audit Manager! This is a great opportunity to be a valued business advisor delivering industry-focused audit and other assurance services to middle market 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 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 build your career in a specific industry, becoming an industry expert to the clients you serve
You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)
You want to 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:
Be a trusted member of the engagement team providing various assurance and consulting services to industry specific clients, positively impacting their financial statements, profitability, and business operations through:
Proactively engaging with your clients throughout the year to understand business goals and challenges
Implementing appropriate testing to assess deficiencies of internal controls and make recommendations for improvement
Managing all fieldwork to ensure quality service and timely delivery of results
Playing an active role in providing valuable financial statement guidance and business recommendations based upon various testing performed and information gathered
Delivering business insight through thoughtful review, analysis, and discussion
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
Qualifications
Bachelor's degree in accounting required, master's or advanced degree desired
CPA required
Five (5) + years' experience providing financial statement auditing services in a professional services firm desired
Two (2) + years of supervisory experience, mentoring and counseling associates desired
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.
Highly developed software and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred
The compensation range for this role is $105,000 to $173,000
.
Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$105k-173k yearly Auto-Apply 42d ago
Summer Leadership Program (Orange County & Los Angeles)
Eide Bailly 4.4
Irvine, CA job
Join us on June 5th, 2026, for Summer Leadership Program in our Irvine office! This event will be held in collaboration with the Orange County (Tustin) and LA County (Irvine, Torrance, and Long Beach) offices. * Applications will be reviewed on a rolling basis
* Interviews will be on a rolling basis
About Summer Leadership Program
The Summer Leadership Program is an exciting 1-day event that gives high achieving students like you an inside look at public accounting and the Eide Bailly experience; what it's like to work here, the services we offer, the industries we serve, and more! You'll also participate in various activities that will build on your current professional skillset, giving you the competitive edge to jump-start your career in public accounting.
Activities include:
* Networking with Eide Bailly professionals and other students
* Deep dives into Assurance & Tax
* Fun, interactive team building events with Eide Bailly Staff and Partners
* Community service activity
* An inside look at upcoming internship opportunities with Eide Bailly
Selection Criteria
* Actively pursuing a degree in Accounting and have a strong interest in public accounting
* Graduating Spring 2027 - Spring 2028
* Academic performance
* Interpersonal skills
* Extracurricular activities, work experience, or other involvement
* Interest in Eide Bailly's culture
* Must be authorized to work in the United States now or in the future without visa sponsorship
Who We Are
Eide Bailly is a Top 25 CPA and business advisory firm with over 50 offices in the U.S. and India. Since 1917, we've built our firm around one thing: people. We believe meaningful work starts with meaningful relationships - with our clients, our communities, and each other. That's why we focus on creating an environment where you feel supported, connected, and empowered to grow. You'll be part of a team that values authenticity, fosters trust, and provides you with the tools to thrive.
Why You'll Love Eide Bailly
* You'll belong. We foster an inclusive, supportive environment where people look out for each other. You're a valued part of the team from day one.
* You'll grow. You'll get hands-on experience with a variety of clients and industries or projects, all while working directly with experienced professionals who want you to succeed.
* You'll be supported. Whether it's your Eide Guide, Career Advisor, or a co-worker you meet at lunch, you'll always have someone available to answer questions and help you navigate your career.
* You'll have balance. Meaningful work is only one part of a meaningful life. We offer flexibility and benefits designed to support your well-being - inside and outside of work.
Please note this is not an application for employment with Eide Bailly. This application is to participate in a one-day voluntary leadership program.
#LI-TD1
$66k-92k yearly est. Auto-Apply 7d ago
Seasonal Document Reviewer
Cherry, Bekaert & Holland, L.L.P 4.6
Cherry, Bekaert & Holland, L.L.P job in Los Angeles, CA
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 Director Responsibilities
Are you interested in joining one of the fastest growing public accounting firms?
Would you like the ability to focus on one industry sector and further become an expert for your clients?
If yes, consider joining Baker Tilly (BT) as a Tax Director with the NorCal Corporate Tax team! This is a great opportunity to 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 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'll enjoy this role if:
You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve
You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)
You want to 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:
Be a trusted member of the engagement team providing various corporate tax compliance and consulting services to industry specific clients:
Be a valued tax business advisor, lead client relationships on day to day tax matters with various clients ranging from middle market to multinational
Consult on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740
Research various tax matters, responding to IRS and other tax authority inquiries, and make recommendations to the client for consideration
Coordinate 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
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
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 or law, or a similar degree in business, master's or advanced degree desirable
CPA or JD required
Eight (8) + years' experience providing federal tax compliance and consulting services in a professional services firm
Five (5)+ years' of supervisory experience, mentoring and counseling associates
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
Highly developed software and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred
Corporate Tax DirectorResponsibilities
Are you interested in joining one of the fastest growing public accounting firms, and work with corporate clients?
If yes, consider joining Baker Tilly (BT) as a Corporate Tax Director! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to midmarket and large 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 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'll enjoy this role if:
You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve
You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)
You want to 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:
Be a trusted member of the engagement team providing various corporate tax compliance and consulting services to industry specific clients:
Be a valued tax business advisor, lead client relationships on day to day tax matters with various clients ranging from middle market to multinational
Consult on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC 740
Research various tax matters, responding to IRS and other tax authority inquiries, and make recommendations to the client for consideration
Coordinate 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
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
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 or law, or a similar degree in business, master's or advanced degree desirable
CPA or JD required
Eight (8)+ years' experience providing corporate tax compliance and consulting services in a professional services firm, including ASC 740 provision experience
Five (5)+ years' of supervisory experience, mentoring and counseling associates
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
Highly developed software and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred
The compensation range for this role is $191,260 to $362,600. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
#LI-MS1
#LI-hybrid
$191.3k-362.6k yearly Auto-Apply 60d+ ago
Tax Senior Associate
Eide Bailly 4.4
Tustin, CA job
Work Arrangement: In-office or Hybrid Typical Day in the Life A typical day as a Tax Senior Associate in Tustin, CA might include the following: * Work with the tax team to ensure the various components of the tax process are performed -- including tax planning, client interaction and performing special tax projects.
* Gather relevant tax-related information from the client so an accurate tax return can be prepared.
* Look at tax situations from various angles to ensure the maximum tax benefit is applied.
* Prepare accounting-related reports through a paperless office environment.
* Attend professional development and training seminars on a regular basis.
Who You Are
* The word "tax" is not foreign to you, and you can easily explain details of your tax experience and/or can explain the difference between a 1040 and an 1120.
* You have a knack for solving problems and easily notice issues while bringing solutions to the table.
* You have knowledge of and exposure to a variety of industries.
* You are a self-starter and enjoy working independently.
* You take pride in helping others.
* You enjoy keeping up-to-date on the ever-changing tax industry's regulations and policies.
* In addition to all of this, you have a Bachelor's degree in Accounting, hold an active CPA license or Enrolled Agent (or are actively pursuing one or the other), and have 2-3 years of experience in public accounting tax work
Must be authorized to work in the United States now or in the future without visa sponsorship.
Making an Impact Together
People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly.
Compensation
$90,000 - $113,000. Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.
Benefits
Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program.
Next Steps
We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page.
For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options.
Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.
#LI-AH1
$90k-113k yearly Auto-Apply 7d ago
Principal, M&A Tax
Baker Tilly Virchow Krause, LLP 4.6
Los Angeles, CA job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Description
We are seeking a talented M&A Tax Principal with Private Equity experience and exceptional technical and relationship development skills to join our dynamic Private Equity-focused team.
The ideal candidate possesses deep technical expertise in complex corporate and flow-through transaction tax structuring and a proven track record of leading complex, high-stakes transactions with strategic tax insights that create significant value for Private Equity clients. This individual excels at building and maintaining strong relationships, collaborating seamlessly with deal teams, investment bankers, legal advisors, and portfolio company management to foster confidence and drive deal momentum. They demonstrate outstanding business development acumen, identifying emerging opportunities and articulating tailored tax solutions that resonate with senior stakeholders.
The candidate will be a dedicated mentor and leader, committed to developing and inspiring team members through coaching, feedback, and fostering a collaborative, high-performance culture that elevates overall team capabilities.
If you are a strategic thinker with entrepreneurial drive and a passion for both client success and talent development, we invite you to apply for an opportunity to help shape the future of our firm.
You will enjoy this role if:
* You are excited to drive growth and able to market-source new Private Equity clients and new business
* You take a strategic approach to the execution of client work and Firm responsibilities; are consulted by clients on most important business and strategic decisions; and implement new ideas in an effort to improve processes and achieve better results
* You want to work for a leading advisory firm that is growing and creating exceptional opportunities
* You are passionate about contributing to your team's professional growth and development, creating opportunities for others as well as yourself
* You set yourself apart as a role model for others and inspires others do the same
* You are someone who treats all principals, employees, and clients with respect and is timely and responsive, listens well, considers others points of view, and is intolerant of disrespectful or unethical behavior
What You Will Do:
* Advise and influence substantial Private Equity client relationships to achieve functional objectives and strengthen relationships
* Provide value added services that are critical to our ability to obtain and serve Private Equity clients
* Address complex M&A tax related client matters through both innovative and established approaches
* Drive the delivery of strategies to Private Equity clients with a strong focus on managing risk and safety
* Deliver exceptional tax consulting services to Private Equity clients involved in complex mergers, acquisitions, divestitures, and other restructuring transactions
* Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new Private Equity clients, projects, and revenue
* Operate within and effectively leverage Baker Tilly's matrixed structure of industry, service, and geography to develop and execute growth strategies and work in close coordination with regional and national leaders
* Be responsible for building your legacy and succession plan through the development of our people
* Represent Baker Tilly and be someone who is sought after in the marketplace for activities such as speaking at conferences or authoring articles, thereby enhancing the global brand of the Firm.
Qualifications
Successful candidates will be:
* A leader with a demonstrated ability to develop relationships and serve as a value architect
* Accretive to the team in a manner that allows the Firm to excel against our competition and through the professional and technical advantages brought the candidate
* A partner or principal at current firm
* Experienced with a proven professional services track-record, working for at least fifteen years with Private Equity clients on tax aspects of complex domestic and cross-border business transactions including mergers, acquisitions, divestitures, and restructurings involving debt and equity
* Viewed as immediately capable of leading and elevating the technical base of our people such that we are able to safely expand our service offerings and strengthen our reputation in the marketplace
* A proven entrepreneur with a track-record of successful business growth
* Able to lead others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current, see the "big picture" as well as the details, display appropriate ethical knowledge, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
* Capable of providing a technical skill set that allows the Firm to attract a more complex and diverse client base and bring that skillset to our clients and prospects
* Viewed as providing a knowledge base that is a distinguishing factor in our market and will be immediately recognized as a deep specialist in the field, such that your direct involvement in the team elevates the total client experience in a manner that clients and prospects see Baker Tilly as the preferred Firm in the marketplace
* A CPA or bar licensed attorney required; masters or LLM in taxation desired but not required
* Nimble and responsive, with the ability to travel nationally as client and Firm needs may require
$122k-175k yearly est. Auto-Apply 51d ago
Wealth Advisor
Mariner Wealth Advisors 4.4
El Segundo, CA job
As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Responsibilities
Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs
Effectively work with your team and available resources in support of our clients, executing client requests and updating information
Active participant in obtaining new clients in partnership with strategic relationships and community networks
Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates
Qualifications
Bachelor's degree required
5+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience
Series 65, CFP or CFA required
Skills & Knowledge
Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
Previous experience 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, training new staff, mentoring interns, etc.
Excellent organizational and time management skills in a high energy environment to manage multiple priorities
Strong attention to detail
Note: All 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.
Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $70,200.00/year to $125,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits.
#LI-KB1
EOE M/F/D/V
$70.2k-125k yearly Auto-Apply 37d ago
Gov't & Public Sector Risk Advisory Director (Grants Management)