Cherry Bekaert jobs in New York, NY - 80 jobs

Cherry Bekaert is seeking a TPA Senior to join our Core Tax team. This role focuses on providing expert third-party administration for 401(k) and other profit-sharing plans. You will play a key role in plan design, compliance testing, and regulatory reporting, ensuring our clients' retirement plans meet all legal and operational requirements. **Key Responsibilities** + Deliver comprehensive TPA services for 401(k) and profit-sharing plans. + Prepare and file **Form 5500** and related schedules accurately and on time. + Perform compliance testing, including **ADP and ACP testing** , and manage **cross-tested allocations** . + Assist with **plan design** and implementation tailored to client needs. + Ensure adherence to **ERISA** and other U.S. laws governing retirement plans. + Collaborate with clients and internal teams to resolve complex plan administration issues. + Maintain proficiency in retirement plan regulations and industry best practices. **Qualifications** + Strong skillset in Microsoft Excel, experience in TPA services for qualified retirement plans. + Knowledge of ADP/ACP testing, cross-tested allocations, and Form 5500 preparation. + Familiarity with ERISA and related compliance requirements is a plus. + Excellent analytical, organizational, and communication skills. **What you can expect from us:** + Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect + The opportunity to innovate and do work that motivates and engages you + A collaborative environment focused on enabling you to further your career growth and continuous professional development + Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing + Flexibility to do impactful work and the time to enjoy your life outside of work + Opportunities to connect and learn from professionals from different backgrounds and with different cultures **Benefits Information:** Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. **Pay Range:** $73,500-$114,100 **About Cherry Bekaert** Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.

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 Senior 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: Bachelor's degree in accounting, finance, business, economics, or related math degree required Minimum (3) years 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 $74,660 to $141,560. 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: The Strategic Execution Lead, Managed Services serves as a key advisor to the Managing Partner, translating strategic vision into operational reality. This role drives cross-functional execution, enhances organizational performance, and ensures alignment with firm-wide priorities within the service line. With a focus on strategic leadership, operational excellence, and enterprise collaboration, the Strategic Execution Lead plays a pivotal role in advancing the service line's long-term success and supporting firm-building initiatives. Strategic Leadership & Advisory Support * Act as a trusted advisor to the Managing Partner, providing insights and recommendations to inform high-impact decisions. * Act as a strategic thought partner to the MS Platform Leader-helping shape priorities, track progress, and identify new opportunities. * Translate firm and service line strategies into actionable plans, ensuring alignment with organizational goals. * Drive planning rhythms (e.g., OKRs, strategic initiatives, performance reviews) and ensure alignment across functions. * Lead cross-functional teams to execute strategic initiatives and drive transformation. * Facilitate annual strategic planning in partnership with enterprise strategy, industry, and business line leaders. * Monitor execution of strategic plans, tracking progress and adjusting initiatives to optimize outcomes. * Develop and deliver strategic materials for leadership forums (e.g., Principal Meetings, SL Leadership Meetings, BTAG Board, SLT, Advisory Working Group). * Ensure service line initiatives reinforce and reflect firm-wide strategic priorities. * Anticipate leadership needs and proactively support the Managing Partner in navigating complex decisions. * Participate in merger and integration efforts, supporting onboarding of incoming leaders and resolving leadership-related issues. * Lead or coordinate special projects tied to growth, digital enablement, or firm-building initiatives. * Analyze data, market trends, and internal metrics to guide decision-making. * Translate business goals into clear workstreams and follow through on execution. * Support internal communications, project governance, and cross-functional collaboration. * Coordinate strategic communications and stakeholder engagement to maintain leadership alignment. Operational Excellence & Initiative Management * Oversee practice performance functions, including technology, innovation, and methodology. * Lead key projects to identify inefficiencies and implement process improvements. * Provide analytical insights to support service line performance and leadership decision-making. * Represent the service line in firm-wide initiatives and cross-functional programs. * Collaborate with risk and compliance teams to assess and mitigate strategic and operational risks. * Collaborate with other support functions-including ARC, PPG, and operational teams-in support of the service line. * Support and guide the Practice Management team to ensure operational alignment and execution. Cross-Functional Collaboration & Communications * Represent the service line in strategic firm-wide initiatives (e.g., OSIM, IMO for M&A, Complementary Workforce). * Partner with ESO functions to enhance data, resource, and risk management capabilities. * Serve as the communications lead for service line initiatives, cascading firm messaging and supporting Managing Partner communications. * Coordinate leadership meeting agendas, materials, and outreach activities. * Maintain strong relationships across service lines and industries to share best practices and drive alignment. Qualifications: * Bachelors Degree or equivalent years of experience * Minimum of ten (10) years of related experience; previous related industry and consulting experience highly preferred; a minimum of eight (8) years of supervisory responsibilities highly preferred. * Demonstrated management, analytical, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills (Word, Excel) required. * Excellent Project Management skills with proven success leading projects. * 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. * Ability to decompose scope into detailed activities and deliverables, then conduct work package handoff to delivery resources from Baker Tilly, client team, and third party vendors * The highest levels of technical competence in field of specialization * High level of ethical knowledge and commitment * Superior ability and proven effective oral, written, and interpersonal skills computer software skills appropriate to the specific field * Proven organizational and problem-solving skills * A sense of urgency and a commitment to timely completion of projects * Attention to detail along with a commitment to quality and confidentiality The compensation range for this role is $164,780 to $312,420. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. All qualified internal candidates will be considered for this position, irrespective of their current 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 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.

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-TH1 EOE M/F/D/V

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 Senior Assistant, Client Delivery Services is responsible for facilitating and delivering administrative services to support leaders and client service functions and teams. Works closely with the Supervisor, Client Delivery Services and other team leaders to facilitate day-to-day administrative processes, optimize service delivery, and provide guidance and administrative subject matter expertise. Responsibilities: * Deliver and facilitate administrative services to support leadership and client delivery functions and teams. * Manage multiple calendars, organize meetings, coordinate travel logistics, and manage time & expense entry. * Maintain relationships with clients and assist with client communications * Coordinate all aspects of client event planning and management * Serve as point of contact for team leadership meetings and events * Conduct team expense review and approvals according to set policies * Provide support with preparing, editing, and formatting deliverables, correspondence, presentations, reports, and other materials. * Provide system data entry support. * Assist with London office projects and provide backup to other team members, as necessary Qualifications: * Minimum of 3+ year(s) experience required / 5+ year(s) preferred in related field * Certificates (List) Highschool Diploma required, Associates Degree preferred * Availability to work some evenings and weekends as needed in order to meet client needs * Ability to demonstrate advanced working knowledge of Microsoft Office Suite and meeting platforms * Demonstrated subject matter expertise in one or more Client Service Delivery process areas * Ability to take initiative to establish and build stakeholder relationships and identify service delivery opportunities * Ability to work autonomously and collaboratively while providing guidance, training, and support * Excellent written and verbal communication skills and demonstrated ability to communicate clearly and concisely * Ability to deliver, solicit, receive, and apply feedback * Demonstrated analytical, organization, interpersonal, and critical thinking skills * Ability to effectively prioritize obligations based on importance with a keen sense of accuracy and attention to detail The compensation range for this role is $26.00 to $49.10 Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

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 team is looking for a Acquisition Growth Leader. The Acquisition Growth Leader will have the opportunity to work remotely from within the United States. The Acquisition Growth Leader serves as a strategic leader within the diligence team, partnering with Corporate Development and various growth functions to assess and plan post-close integration strategies across marketing, sales, industry, and geographic markets. The individual will engage with audit, tax and advisory service line leaders to identify cross-sell opportunities and evaluate the target firm's go-to-market approach. Post-acquisition, the role leads execution of the growth strategy, ensures operational alignment, tracks performance metrics, and reports monthly milestones. **As the Acquisition Growth Leader, you will:** + Diligence + Growth organization's key member of diligence team alongside Corp Dev and Growth leadership. + Primary growth liaison collaborating with various CB growth organizations + Develop standardized growth strategy template with applicable 60, 90, 180+ day milestones + Review 3rd party (A/B) growth diligence report for SWOT analysis of the target firms Growth Engine + Personally engage with Core SLL's(Audit & Tax) to understand target firms GTM approach for these businesses + Personally engage with Advisory Leader (domain leaders where applicable) to understand 2-3 high potential cross sell advisory opportunities + Collaborate and co-develop with Corp Dev leadership projected organic growth metrics and projected cross sell metrics + Post acquisition Role - First 12-18 months(Stub Year & next full Calendar Year) + Lead execution of growth strategy developed in diligence + Liaison with Growth operations team to ensure data migration allowing effective marketing and measurable results outputs + Personally engage with Core Service line leaders (Audit & Tax) to execute target firm's GTM plan for these businesses + Personally engage with Advisory Leader (and appropriate Domain leaders) to execute targets 2-3 high potential cross sell opportunities identified + Personally engage with Growth team inclusive of Sales and Marketing to track pipeline, wins and cross-sell saturation + Personally engage with applicable RMLs/MLs regarding market growth efforts: Roadshows, targeted client/prospect meetings + Engage with Industry Leader and applicable IPLs regarding team member integration: Ensure new personnel are assigned to industries in first 30 days + Responsible for monthly milestone report-out **What you bring to the role:** + Bachelor's degree + 10+ years of experience in a growth-focused role, with a proven track record in driving acquisition strategies in the business development or marketing fields. Experience in analyzing market trends and executing strategic initiatives is essential. + Experience with the professional services industry, or other industries where highly skilled talent is a critical element of the company's service offerings + Strong leadership skills with the ability to drive strategic growth initiatives. + Excellent analytical skills to interpret market data and trends effectively. + Ability to collaborate cross-functionally and influence without authority. + Proficiency in developing and maintaining business partnerships. + Strong communication skills with stakeholders at all levels of the organization. **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 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:** $138,000 to $200,000 **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:** $138,000 to $200,000 **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.

Responsibilities Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees Responsible for the day-to-day administrative duties of the office, including but not limited to coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting receptionist as needed Understand the client's overall business needs and help identify value-added services that Mariner Wealth Advisors can provide Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results Attend and participate in learning opportunities through client service associate meetings and internal resources made available through compliance, practice management, etc. Perform other duties as assigned Qualifications High school diploma required; bachelor's degree preferred Financial services experience or applicable internship experience Wealth management experience a plus Skills and Knowledge Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.) Experience with eMoney a plus Positive attitude toward client relations to provide exceptional, proactive client service Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail Strong verbal and written communication skills are essential to effective client relationships Highly organized with strong analytical skills Able to work in a team environment 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 $47,000.00/year to $78,000.00/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-MK1 EOE M/F/D/V

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: Position Overview: We are seeking a dynamic and highly experienced Managing Director to lead and expand our Financial Advisory Services (FAS) within the Office of the CFO Accounting Advisory practice. This role will specialize in advising clients on complex technical accounting matters and financial instruments, with a strong emphasis on financial services, digital assets, and fintech sectors. The ideal candidate will bring deep expertise in U.S. GAAP, IFRS, and regulatory frameworks, and will serve as a trusted advisor to CFOs and finance leaders navigating accounting complexities, transactions, and emerging financial technologies. Key Responsibilities: Serve as a senior advisor to clients with deep technical expertise in financial instruments, derivatives, securitizations, digital assets and complex accounting issues Lead and deliver advisory engagements on complex accounting topics including: Consolidations (ASC 810) Revenue Recognition (ASC 606) Leases (ASC 842) Business Combinations (ASC 805) Impairments (ASC 350/360) Share-based payments (ASC 718) Advise clients on classification, measurement, and disclosure of financial instruments under ASC 815, ASC 825, and IFRS 9 Lead and deliver advisory engagements involving: Derivatives and hedge accounting Fair value measurements (ASC 820) Structured products, securitizations, and loan accounting CECL implementation and modeling (ASC 826) Advise on accounting policy development, restatements, and remediation of material weaknesses Build and grow client relationships with financial institutions, fintech's, asset managers, and exchanges Build and maintain strong relationships with CFOs, Controllers, and Audit Committees. Drive thought leadership in emerging accounting topics, including evolving FASB and SEC guidance Stay abreast of regulatory developments (SEC, FASB, IASB, Basel III, etc.) and emerging technologies impacting financial reporting Lead, mentor, and grow high-performing teams; foster a culture of innovation and technical excellence Support business development, proposals, and go-to-market strategies for financial services and technical accounting services Collaborate cross-functionally with tax, risk, valuation, managed services, and technology teams to deliver end-to-end solutions Qualifications: Bachelor's or Master's degree in a specialized field such as accounting, business, finance or related field - Master's degree preferred. CPA required, CFA or other relevant certifications a plus 15+ years of relevant experience in financial services and/or technical accounting advisory, Big 4 or top-tier consulting preferred Industry experience in financial services (banking, capital markets, asset management, or insurance), digital assets, private equity, or fintech Deep expertise in financial instruments and financial services accounting Proven track record of leading complex engagements and managing senior client relationships Excellent communication, presentation, and stakeholder management skills Ability to navigate ambiguity and deliver high-impact solutions in fast paced environments Attention to detail along with a commitment to quality and confidentiality. Ability to work extended hours including evenings and weekends, as well as the ability to travel overnight, as necessary. Why Join Us: Lead a rapidly growing, high impact advisory practice Influence the future of financial reporting and digital finance Collaborate with innovative clients across traditional and emerging sectors Competitive compensation and flexible work environment The compensation range for this role is $215,950 to $409,420. 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: Join One of the Fastest-Growing Professional Services Firms in the Nation Are you passionate about helping clients embrace technology to elevate their business operations and enhance customer satisfaction? If so, consider joining Baker Tilly US, LLP (BT) as a Sage 100 Contractor Senior Consultant. In this role, you'll work directly with clients to deliver software solutions through implementation projects and ongoing support-driving high customer satisfaction and successful adoption. As one of the fastest-growing firms in the country, BT offers: A clear path for career advancement Flexibility in how and where you work Meaningful relationships with clients, teammates, and leaders who genuinely care about your growth and development What You'll Do As a trusted member of the engagement team, you will be expected to: Interpersonal Functions: Provide prompt, concise, and friendly communications providing high quality service Utilize time management skills with ability to manage priorities independently and successfully multi-task across projects, customers, and internal activities Advocate for clients, team members, and the product Work effectively independently and collaboratively in a team environment Technical Functions: Monitor and respond to customer technical issues Clearly articulate system functionality through written and oral communication methods Coordinate internal and client project team meetings Schedule & perform year-end upgrades to client environments Have the Ability to: 1) speak to basic concepts of debits/credits 2) easily identify outliers in reviewing financial data 3) support clients with sub-ledger reconciliation process 4) perform gap analysis between system functionality and client requirements including recommendation of alternative applications to achieve similar goals when necessary 5) conduct training for customer end-users at all levels of the customers organization and relate system functionality to customer business requirement Advanced proficiency with Excel (pivot tables, vlookups, macros, etc.) for efficient data mapping, integration, and migration of customer data Utilize and regularly contribute to team knowledge repository for best practices and lessons learned in form of knowledge base article. Any additional assignments as requested by management. Qualifications Successful candidates will have: A Bachelor's Degree in Accounting (preferred), Business, or MIS (with a foundational understanding of accounting concepts). Deep knowledge of the construction industry, including micro-verticals, operational/reporting requirements, and terminology. Knowledge of construction-specific payroll requirements. At least 3 years of experience in one or more of the following: Consulting and implementing Sage 100 Contractor, Sage Paperless Construction Software Using Sage 100 Contractor in a financial or operational role Maintain relevant Sage Certifications Experience as a client-facing support consultant (preferred). Hands-on experience with full-cycle software delivery or as an end-user during implementation or upgrades (preferred). Experience with and ability to perform software updates on Remote Servers Advanced Excel skills (pivot tables, VLOOKUPs, macros, etc.) for efficient data mapping, integration, and migration of client data. Proficiency in Microsoft Office Suite. Eligibility to work in the U.S. without sponsorship. The compensation range for this role is $85,910 to $162,890 . 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: 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.

Are you an accounting student looking to launch your career with hands-on experience at a top professional services firm? CohnReznick is seeking motivated, high-achieving college students who are passionate about Accounting and eager to take on new challenges. If you thrive in collaborative environments, enjoy working with diverse teams, and want to make a real impact, we want you here! CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients' unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia. We currently have an exciting career opportunity in our Holmdel, NJ office for Winter 2027 (~January-April). We are looking for Tax Winter Interns to join our team! Most CohnReznick professionals live within commuting distance of an office. This position is considered hybrid, which means team members are expected to be thoughtful and intentional in how they create opportunities for in-person collaboration. While the cadence of in-office presence is determined at the team level, our professionals are encouraged to be in the office/together in person on average 3 days a week. YOUR TEAM. * Engagement Team: You will work closely on a team made up of other Interns, Associates, Senior Associates, Managers, Senior Managers, and Partners * Industries: We serve a variety of clients across industries, including: Consumer & Industrial, Financial Sponsors & Financial Services, Life Sciences & Healthcare, Public Sector, Real Estate, Renewable Energy, Technology & Media, and Private Client Services (varies by office) * Office: Enjoy a modern office environment designed for your success-featuring amenities and collaborative spaces where you can connect, learn, and grow alongside fellow interns and professionals. * Performance Coach: Will meet with you to establish goals, provide feedback and support to guide you along your career path of choice; many of our current Managers and Partners were once CR Interns themselves. * CR Friend: A designated peer who will be your go-to person as you get started, answer your questions, and help you feel at home from day one. WHY COHNREZNICK? At CohnReznick, you'll join a team committed to helping you grow professionally, offering opportunities to build skills, collaborate, and make a meaningful impact throughout your career journey. YOUR ROLE. As a Tax Winter Intern, you'll gain hands-on experience with current tax laws and procedures while working on real client engagements. You'll collaborate with experienced professionals, work across diverse industries, and accelerate your growth through mentorship. Responsibilities Include But Not Limited To * Work on a variety of client deliverables including preparation of tax returns, individuals, partnerships and corporate tax returns. * Identify potential tax issues and prepare tax adjusting entries and tax trial balances based on audited or client provided trial balances. * Assist the team with daily client workflow. The Successful Candidate Will Have * Pursuing a Bachelor's or Master's degree in Accounting * On track to complete 150 credit hours (May 2027- September 2028) for CPA eligibility * Minimum 3.2 GPA in both your major and overall * Must have successfully completed Intermediate Accounting with a grade of B or higher * Leadership experience in student groups, activities, or team projects * Exhibit excellent communication skills and demonstrate sharp critical thinking * Comfortable navigating fast-paced environments and embracing change * Must have advanced skills in Excel, PowerPoint, and eager to learn new technologies * Must be a U.S. citizen or permanent resident In addition, please take a moment to review our Universal Job Standards . In New Jersey, the salary for a Tax Winter Intern is $34 per hour. Salary is one component of the CohnReznick total rewards package, which includes access to best-in-class learning and development platforms. To learn more about life at CohnReznick, visit Life at CohnReznick . "CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms. CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters . If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at CRaccommodation@cohnreznick.com . Please note: This email address is reserved for individuals with disabilities in need of assistance and is not a means of inquiry about positions or application statuses. CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. #GD

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.

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you interested in joining one of the fastest growing consulting and accounting firms in the country? Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of financial institution risk and regulatory compliance? If yes, consider joining Baker Tilly (BT) as a Financial Institution Regulatory Compliance Manager! Our Risk Advisory practice provides a full spectrum of services to help our clients assess their risks, develop strategies to compete in an ever-changing business environment, and achieve their goals and objectives. All of this is accomplished through deep industry knowledge of risk, governance and regulatory compliance best practices. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. Does this describe you? * You want to continue to expand your work experiences and hone your skills as a comprehensive risk professional in the areas of financial institution compliance, enterprise risk management, governance and internal controls * You crave the opportunity to be part of a fast growing, entrepreneurial risk consulting practice where your hard work and creativity will be rewarded * You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together * You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow What you will do: * Work closely with client executives and management teams to understand their businesses and assist in identifying and managing regulatory compliance risks within their business processes and systems * Lead audit and consulting engagements of banks, credit unions, fintechs, and specialty finance organizations to determine institutions compliance with lending and depository regulatory requirements * Implement new or updated regulatory requirements, and translate regulatory requirements to ensure financial institution compliance * Continually stay up-to-date on all existing compliance regulations * Develop and maintain a broad knowledge and awareness of the financial institution industry and regulatory changes and identify potential impacts to compliance audit programs * Support our internal audit practice as Subject Matter Expert on regulatory and compliance topics * Provide strategic business advice to clients by assisting in the implementation of new regulatory requirements * Manage client engagement teams, along with staffing, billings/collections, and ensure client profitability targets are met * Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community * Invest in your professional development individually and through participation in firm wide learning and development programs * Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals * Enjoy friendships, social activities and team outings that encourage a work-life balance Successful candidates will have: * Bachelor's degree in accounting, finance, or a related program * 5+ years experience with regulatory compliance * 1-2 year(s) management experience * CIA or CRCM designation(s) required * CRCM Certification strongly preferred. Also open to candidates willing to obtain CRCM Certification in the future. * Experience working with FDIC, OCC, CFPB, NCUA, and state regulations * Experience as a client serving professional for a consulting firm preffered * Excellent analytical, technical, and problem-solving skills, with strong attention to detail * Exceptional verbal and written communication, collaboration, and time management skills * Strong sense of urgency and client responsiveness * Ability to travel up to 10% The compensation range for this role is $116,730 to $221,300. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Responsibilities Work with your 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 Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items Critical in supporting, retaining and building meaningful client relationships Participate in the sales process in partnership with team to build new client relationships Actively develop skills in various software programs for investment and financial planning Qualifications Bachelor's degree (degrees in finance or related field are a plus) 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience CFP designation or Series 65 required Skills & Knowledge Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning Previous experience with high net worth or ultra-high net worth clients/families is preferred Experience utilizing financial planning software (eMoney, MoneyGuide Pro) Highly effective interpersonal, relationship management and communication skills Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities 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 $63,000.00/year to $108,000.00/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-MK1 EOE M/F/D/V

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 * Understand key industry service offerings, and the ability to confidently communicate their applications in/to/for the technology ecosystem (i.e. Software & SaaS, AI, AgTech, FinTech & CleanTech, etc.) to a varied group of stakeholders. * Possess a deep understanding of how the technology and venture capital markets intersect and function, including the technology lifecycle and the flow of capital from investors to startups, the stages of funding (seed, early-stage, growth), and the various players involved (venture capitalists, angel investors, corporate venture arms, etc.). * Have a conversational understanding of the firm's significant service offerings that intersect with our team's expertise, enabling the utilization of the firm's strategy to deliver and enhance value in an integrated and mutually reinforcing marketplace. * Build, maintain and grow relationships with professionals in the technology and venture capital ecosystem - including entrepreneurs, fellow investors, tech. incubators and industry experts who can provide valuable insights and opportunities. * Perform regular, aggressive, and prompt follow up on all Firm-generated leads assigned from campaigns, or ad hoc requests from practice leadership. * Maintain a clear understanding of who your team wishes to target for business development purposes - and why. * Track and analyze emerging technology trends and innovations to identify potential opportunities within the industry. * Regularly inform practice leadership of changing market dynamics and other factors influencing accounts of strategic importance * Regularly document business development activities in CRM and maintain an up to date "pipeline" of qualified opportunities, using Firm protocols for documentation * Attain closed business revenue goals associated with both new accounts and existing client accounts (as appropriate), to ensure a profitable return to the Firm each fiscal year. * Participate as a key team member on all relevant market development meetings and other in-house discussions. * Collaborate with other BD leaders and practice leaders for an integrated Go-to-Market (GTM) approach * Perform account planning and key account research to optimize business development efforts and account penetration. * Make primary out-reach efforts, coordinate with marketing personnel on campaigns including prospect calls, emails, and other mechanisms to secure appointments with COI individuals. Qualifications * Undergraduate degree from an accredited college or university required; Graduate degree preferred * 10+ years of industry experience in technology, venture capital, or similar * Strong understanding of emerging technologies and their business applications. * Ability to work under a defined and planned directive with minimal direct day to day supervision for implementation * Strong written and verbal communication skills * Ability to travel 50-80%, as needed The compensation range for this role is $159,980 to $303,310. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. Other compensation for this role may include performance and sales-based commissions.

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 Senior 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: Bachelor's degree in accounting, finance, business, economics, or related math degree required Minimum (3) years 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 $74,660 to $141,560. 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 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 Transaction Advisory Services. This is a great opportunity to lead buy-side and sell-side due diligence engagements from start to finish in a variety of industries. 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 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: * Be a trusted leader of buy-side and sell-side due diligence/quality of engagement * Proactively engage with your clients throughout the year to understand business goals and objectives * Beyond QOE engagements, advise, implement and deliver solutions to clients related to all other phases of the Merger & Acquisition life cycle * 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 (especially with private equity firms) with the goal of acquiring new repeat referral sources, clients, projects, and revenue * Invest in your professional development individually and through participation in firmwide learning and development programs * Support the growth and development of team members, helping associates meet their professional goals Qualifications * Bachelor's degree in accounting or finance required, master's or advanced degree desirable * CPA/CFA a plus * Fifteen (15+) years' experience providing transaction advisory services in a professional services firm required * Must have experience with merger & acquisitions, and financial due diligence. * 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

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the 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 looking for a Staff to join our Audit Department. As an Audit Staff, you will be responsible for: Familiar with accounting and reporting standards, with a willingness to learn and grow. Offer proactive assistance and support to Senior Professionals. Conduct audit, review, and compilation procedures including testing of controls, substantive testing, and analytical procedures, to evaluate the accuracy and completeness of financial information. Effectively communicate and cultivate collaborative and professional relationships with peers, supervisors, and clients. Stay abreast of industry developments, regulatory changes, and emerging trends in auditing practices. Participate in professional development activities to enhance technical skills and knowledge. Qualifications Bachelor's degree in Accounting or related field. Minimum GPA of 3.0 from an accredited college or university. CPA or obtain 150 credit hours for CPA eligibility. Excellent verbal and written communication skills, with a focus on client responsiveness. Strong organizational and multitasking abilities. Demonstrated teamwork and leadership skills. Ability to excel both independently and collaboratively. Approach projects with a sense of urgency. Outstanding analytical, organizational, and project management skills. Proficient in Microsoft Office Applications. Knowledge of Caseware/Caseview is a plus.