Deal Advisory Manager (Healthcare)
Cherry Bekaert job in Jersey City, NJ
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.
Sales and Use Tax Senior Manager
Cherry, Bekaert & Holland, L.L.P job in Jersey City, NJ
Cherry Bekaert has been proudly providing Accounting and Advisory services to our clients for 75 years! We are seeking a Sales Tax Senior Manager. The location is flexible and remote would be considered. Some of our larger offices include Atlanta, DC, Richmond, Raleigh, Charlotte, Tampa and South Florida.
The successful candidate will supervise staff on consulting engagements that they lead and is responsible for delivering efficient, accurate, and timely preparation and review of all consulting projects. The primary responsibilities of the Sales Tax Senior Manager are focused on the following:
Sales Tax Consulting
* Research Sales Tax issues and filing requirements that affect Sales Tax obligations for companies.
* Keep staff up-to-date on Sales Tax law trends, changes that affect client base.
* Present Cherry Bekaert as a thought leader in the industry (assist with blogs, newsletters, social media, etc.)
Engagement Management
* Serve as the Engagement Manager on specific client sales tax engagements, taking responsibility for pre-engagement planning, execution, and final deliverable development. Manage multiple client projects at any given time.
* Develop a detailed engagement work plan, illustrating budgets and schedules. Monitor project status against the work plan and communicate schedule adjustments.
* Serve as the prime point-of-contact to the client. Ensure that the client is fully informed of engagement progress and logistics.
New Business Development
* Develop a thorough understanding of all services provided by the firm. Link this understanding to potential client needs.
* Identify opportunities to expand the scope of current engagements through identification of current client needs and target client requirements.
* Actively participate in proposal development, at the direction of management, and take a lead role responding to requests for proposal.
Recruitment and Staff Development
* Take responsibility for identifying, attracting, and developing current and future talent.
* Take responsibility for subordinates' activities and chargeability. Effectively delegate work to staff.
* Provide regular performance feedback as well as deliver timely performance evaluations.
Personal and Professional Development
* Develop Sales Tax industry knowledge and expertise and share that knowledge with the team.
* Pursue professional development through public speaking, seminar delivery, and through the writing of articles.
* Actively participate in company internal development programs, including staff training courses
Required Experience
* CPA or CMI preferred
* Education: BS/BA accounting or a related field
* Minimum 7 years of Sales Tax experience or Sales & Use Tax experience, from either consulting, industry, or Department of Revenue. Experience with manufacturing preferred.
* Experience supervising and directing the work of staff.
* Demonstrated writing skills a must; proposal development experience desired
* Above average ability to manipulate Excel spreadsheets.
What you can expect from us:
* Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect
* The opportunity to innovate and do work that motivates and engages you
* A collaborative environment focused on enabling you to further your career growth and continuous professional development
* Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing
* Flexibility to do impactful work and the time to enjoy your life outside of work
* Opportunities to connect and learn from professionals from different backgrounds and with different cultures
Benefits Information:
Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
Pay Range:
138,900-216,000
About Cherry Bekaert
Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit *******************************
Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.
This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.
Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.
Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook.
2025 Cherry Bekaert. All Rights Reserved.
Auto-ApplyAssociate, Tax Operations
New York, NY job
We are hiring an Associate, Tax Operations to support the tax department in our NYC office. This position is open to candidates interested in a full-time role. This is a great opportunity to help support our rapidly growing firm.
Responsibilities
Assist with monthly invoicing and billing for tax managers and family office team
Answer incoming calls and assume other receptionist duties when needed
Assist with scanning, filing, and creation and maintenance of client folders
Generate memos, emails, letters and reports when appropriate
Assist with e-filing and maintaining e-file records and e-file log
Filing final signed tax return and family office information, notice responses, and other signed documents in client files
Assisting with engagement letter preparation, filing and data base
Process tax returns for clients
Assist with tracking of corporate card expenses and expense reports
Prepare tax return due date lists on weekly basis
Assist with some basic bookkeeping for our family office team as needed which includes bank reconciliations, Quickbooks reports, etc.
Handle miscellaneous requests as needed
Qualifications
One or more years of bookkeeping experience
1+ year of tax administrative experience preferred
Proficient in Microsoft Excel and Microsoft Word
Familiarity with bookkeeping software such as Quickbooks
Skills and Knowledge
Strong communication and interpersonal skills, both written and verbal
Results and action-oriented in a fast-paced, ever changing environment
Ability to work confidently within varying degrees of ambiguity, manage conflicting priorities, deadline-based tasks and simultaneous projects
Strong judgment and confidence in decision making when appropriate
Attention to detail and accuracy in all work
Strong organizational skills with the ability to prioritize multiple and conflicting tasks
Excellent verbal and written communication skills
We welcome your interest in being a part of the Mariner team. We offer our associates an innovative and challenging place to work with camaraderie and teamwork. We are a growth-oriented, entrepreneurial culture that respects people and values talent, experience and ambition.
EOE/M/F/D/V
#LI-NP1
Auto-ApplyOffice Services Assistant, Temporary
New York, NY job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
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.
Auto-ApplySr. Assistant, Client Delivery Services
Uniondale, NY job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
The 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.
Auto-ApplyManaging Director - CFO Accounting Advisory
New York, NY job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
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.
Auto-ApplyAssurance Senior Associate [Affordable Housing]
New York, NY job
As CohnReznick grows, so do our career opportunities. As one of the nation's top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do!
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 for an Assurance Senior Associate to join our Affordable Housing team in our New York City office for remote and in office roles.
CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. 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.
This position will support our Affordable Housing Group. CohnReznick is proud to be one of the country's largest real estate advisory firms, offering fully integrated opportunities and cross-functional learning to fast-track your career. Aligning yourself to this industry group allows you to work with clients driving community development, addressing inequities, and propelling the industry forward with market-leading technologies and processes designed to better serve the people who live, work, and trust within their spaces. You will work on a team with other Associates, Senior Associates, Managers, Senior Managers, and Partners. This team has a passion for what they do and a focus on consistently delivering value to our clients.
WHY COHNREZNICK?
At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm.
We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer.
YOUR ROLE.
Responsibilities
Responsibilities include but not limited to:
* Serve as the engagement lead on specific client accounts
* Take responsibility for pre-engagement planning, execution, and final deliverables
* Develop detailed engagement work plans
* Illustrate budgets and schedules
* Actively participate in proposals
* Manage a team of staff associates, including interns, while providing regular performance coaching and feedback
* Gain the respect and confidence of the CRZ team through effective client management, timely and accurate communication, and clear and concise direction and leadership
Your Experience.
The successful candidate will have:
* 3+ years of work experience in another public accounting firm
* Affordable Housing or Real Estate experience required
* Bachelor's Degree required
* CPA licensure achieved or eligibility to sit for the exam
* Strong experience using Microsoft Office Suite
* Knowledge of audit software such as CaseWare or ProSystem FX
* Exceptional organizational and communication (verbal and written) skills
Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.
In New York City , the salary range for an Assurance Senior Associate is $85,000.00 to $140,000.00. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few. 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 are 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
Application Writer & Community Engagement Specialist
Cherry Bekaert job in Jersey City, NJ
Cherry Bekaert's Strategic Financing Services Practice (SFS) is seeking an Application Writer and Community Engagement Specialist with a background in the New Markets Tax Credit (NMTC) or similar program area. We offer an opportunity to work with a team of experts with a deep track record in NMTC allocation applications, tax credit placement and deployment, and tax credit compliance and asset management services. The Application Writer will manage the process for writing NMTC Allocation Applications for the portfolio of client community development entities (CDEs) and manage the grant writing and applications process for clients seeking funding from other tax credit and funding programs.
The employee will also work with CDEs on strategic plans, including product offerings, measurement of impacts and other considerations that affect likelihood of success. The successful candidate will have a strategic mindset, strong attention to detail and commitment to deadlines and a mission to help make a difference in low-income communities.
About SFS: SFS has been involved in the NMTC industry since its inception and to date has secured over $1.7 billion in NMTC funding. SFS is proud to have structured and facilitated NMTC investments that have created 14,530 direct jobs, served 489,860 clients through nonprofit investments, and helped create over 7.1 million square feet of new and improved commercial and industrial real estate. SFS's current portfolio consists of investments in areas with poverty rates as high as 66%, median family income as low as 14.24%, and unemployment rates as high as 31.2%.
**Responsibilities:**
+ Application and Grant Writing
+ Oversee and Manage NMTC Allocation Application process for CDEs, including
+ Drafting, reviewing and preparing NMTC Allocation Applications and supporting documents for strategic and technical opportunities
+ Writing compelling business strategy, community outcomes and other narratives to maximize scoring and increase likelihood of successful outcomes
+ Collaborating with clients to identify and source appropriate NMTC pipeline opportunities to suit unique CDE needs (considering geography, project type, community impacts, etc.)
+ Synthesizing and incorporating industry terms, trends and data to support business strategies, community outcomes and compelling applications that translate to smooth financial closings
+ Identifying and managing other grant and application writing opportunities to ensure quality and timely submissions as well as strategic alignment
+ Collaborating with deal team participants (investors, borrowers, supporters and stakeholders) to secure commitments, evidence of support and/or letters of interest as required for submission of various funding applications and/or financial closings
+ Designing and composing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner
+ Other job-related functions as assigned
+ Travel: 10-15%
**Successful Candidates Will Demonstrate/Posses:**
+ 3+ years of professional/industry experience in grant writing, community development finance, tax credit finance or CDE/CDFI Lending
+ Strong written communication skills
+ Knowledge of finance, data and/or reporting, with specific experience with CDFI Fund's AMIS reporting preferred
+ Tax Credit Industry knowledge will be helpful
+ Passion for community investment and revitalization that will spark transformation, inclusion, and social justice
+ Ability to be flexible and work under fixed timeframes to meet deadlines
+ Experience in working with borrowers, lenders, investors and stakeholders
+ Ability to work independently and collaboratively on different phases of projects
+ Capable of prioritizing workflow and managing compliance and reporting obligations
+ Proficiency in Word and Excel
+ BA in English, Journalism, Finance, Planning or related field preferred
**What you can expect from us:**
+ Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect
+ The opportunity to innovate and do work that motivates and engages you
+ A collaborative environment focused on enabling you to further your career growth and continuous professional development
+ Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing
+ Flexibility to do impactful work and the time to enjoy your life outside of work
+ Opportunities to connect and learn from professionals from different backgrounds and with different cultures
**Benefits Information:**
Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
**Pay Range:**
71,700-103,500
**About Cherry Bekaert**
Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit *******************************
Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.
This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.
Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.
Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook.
© 2025 Cherry Bekaert. All Rights Reserved.
Senior Manager, Accounting and Financial Advisory Services
New York, NY job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Baker Tilly is currently searching for a Senior Manager to join our CFO Accounting Advisory practice.
As a Senior Manager in CFO Accounting Advisory, you will provide strong leadership, communication, project management, and team building skills to your teams to solve a particular business problem or improve a particular process, generally related to the finance or accounting functions of the client's organization. You will collaborate with managers and partners within the group as you review work product and participate actively in client meetings and planning efforts. You will work with Financial Advisory Partners and others, as well as independently, to identify and pursue business development initiatives and to win specific engagement opportunities through scoping and budgeting engagement needs.
Responsibilities:
Lead efforts to achieve client satisfaction through engagement oversight and interaction with client executives and engagement sponsors
Be accessible and anticipate client needs, questions, and issues
Schedule internal and external deadlines to meet client expectations for delivery
Interact at the highest levels of client organizations
Resourceful at gaining exposure to client activities offering potential for application of firm services
Display broad understanding of activities and interests of other disciplines and play pivotal role in gaining client interest
Establish record of gaining client use of wide range of firm services
Set and achieve challenging profitability, billing, and collection objectives consistent with circumstances of the engagement, proper utilization of staff, and attention to risk
Handle heavy load, including complex/demanding clients
Achieve high visibility for delivery of quality services in both routine and complex situations requiring innovation while being sought out as consulting resource
Understand firm's strategy, practice areas, and service offerings and participate in proposals and presentations leading to new engagements
Create opportunities to gain new clients
Develop and maintain relationships with colleagues in the office, other service lines, and engagement/project teams
Regularly look for opportunities, recommendations, and additional firm services that could benefit client
Play major role in implementation of technical/industry/functional programs while being acknowledged as an expert in the firm
Lead by example to positively impact employee morale
Contribute to firm's efforts to attract, retain, and develop staff and managers and act as mentor for other managers and senior staff
Attains positions of leadership in designated business/professional organizations providing advantageous new business opportunities
Qualifications
Eight (8+) years' experience in a large accounting firm in audit, financial advisory or transaction service lines
Five (5)+ years' of supervisory experience, mentoring and counseling associates
Relevant bachelor's degree in accounting, finance or related
Certified public accountant (CPA)
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, board meetings, and investor presentations
The compensation range for this role is $179,850 - $340,970. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Auto-ApplyAudit Experienced Associate
New York, NY job
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.
Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.
As an Associate II, you will play an integral part in the audit work performed by the Firm and will work on all aspects of an audit, from planning to execution and completion. This work will include tests or procedures performed under general supervision that allow the Firm to collect sufficient evidence to assess whether the clients' financial statements are free from material misstatement. You will help to ensure the completion of our clients' annual reports and interact with clients to identify and resolve audit issues. This position also provides work direction and guidance to less experienced staff.
Job Responsibilities
Perform audits, reviews, compilations, and various engagements.
Analyze financial statement data and draw logical conclusions.
Exercise professional skepticism in the critical assessment of audit evidence.
Research and analyze pertinent clients, industry, and technical matters.
Work with a team of up to 5 fellow staff members and often coach newer staff members, under supervision of a Senior, Manager and/or Partner.
Identify, assess, and document controls and weaknesses in client accounting systems.
Thoroughly evaluate assigned areas of financial statements and identify potential points for improvement.
Prepare clear and accurate workpapers.
Exhibit strong analytical skills to evaluate financial data and relationships.
Update managers and seniors of job status and assurance issues in timely manner
Develop understanding of client businesses related to assigned assurance areas.
Know and apply specialized knowledge, for example, the rules, regulations, and code of ethics of the American Institute of Certified Public Accountants (“AICPA”), be familiar with pronouncements of the Financial Accounting Standards Board (“FASB”) and the AICPA, and applicable state regulations.
Understand and comply with the Firm's quality control policy.
Organize, analyze, and communicate with both fellow staff and client personnel in a professional, productive, and efficient manner.
Work toward completion of CPA certification
Actively seek out feedback to develop self-awareness, personal strengths, and address development areas
Uphold the firm's code of ethics and business conduct.
Requirements
Bachelor's or Master's degree in Accounting, Finance, or related field and eligible to sit for the CPA exam.
Minimum 1 year of Public Accounting experience, including experience on audit engagements.
Demonstrate understanding of applicable U.S. Generally Accepted Accounting Principles (“GAAP”) and Generally Accepted Auditing Standards (“GAAS”)
Ability to research and analyze technical issues independently as requested.
Ability to identify internal control deficiencies and document management letter comments for purposes of communicating deficiencies and weaknesses to clients.
Working knowledge of the Microsoft Office Suite and Adobe Acrobat Engagement
“Armanino” is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.
Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.
Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract.
Certain states require us to disclose the pay range and benefits summary for job openings. In New York, the compensation range for this position: $70,000-$85,000. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.
Armanino has a robust offering of benefits, including:
Medical, dental, vision
Generous PTO plan and paid sick time
Flexible work arrangements
401K with Profit Sharing
Wellness program
Generous parental leave
11 paid holidays
For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance
To view our Consumer Notice at Collection for job applicants, please visit:
****************************************************
We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
Auto-ApplyFinancial Institution Regulatory Compliance Manager
New York, NY job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Are you interested in joining one of the fastest growing consulting and accounting firms in the country?
Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of financial institution risk and regulatory compliance?
If yes, consider joining Baker Tilly (BT) as a Financial Institution Regulatory Compliance Manager! Our Risk Advisory practice provides a full spectrum of services to help our clients assess their risks, develop strategies to compete in an ever-changing business environment, and achieve their goals and objectives. All of this is accomplished through deep industry knowledge of risk, governance and regulatory compliance best practices.
As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
Does this describe you?
* You want to continue to expand your work experiences and hone your skills as a comprehensive risk professional in the areas of financial institution compliance, enterprise risk management, governance and internal controls
* You crave the opportunity to be part of a fast growing, entrepreneurial risk consulting practice where your hard work and creativity will be rewarded
* You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together
* You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow
What you will do:
* Work closely with client executives and management teams to understand their businesses and assist in identifying and managing regulatory compliance risks within their business processes and systems
* Lead audit and consulting engagements of banks, credit unions, fintechs, and specialty finance organizations to determine institutions compliance with lending and depository regulatory requirements
* Implement new or updated regulatory requirements, and translate regulatory requirements to ensure financial institution compliance
* Continually stay up-to-date on all existing compliance regulations
* Develop and maintain a broad knowledge and awareness of the financial institution industry and regulatory changes and identify potential impacts to compliance audit programs
* Support our internal audit practice as Subject Matter Expert on regulatory and compliance topics
* Provide strategic business advice to clients by assisting in the implementation of new regulatory requirements
* Manage client engagement teams, along with staffing, billings/collections, and ensure client profitability targets are met
* Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
* Invest in your professional development individually and through participation in firm wide learning and development programs
* Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
* Enjoy friendships, social activities and team outings that encourage a work-life balance
Successful candidates will have:
* Bachelor's degree in accounting, finance, or a related program
* 5+ years experience with regulatory compliance
* 1-2 year(s) management experience
* CIA or CRCM designation(s) required
* CRCM Certification strongly preferred. Also open to candidates willing to obtain CRCM Certification in the future.
* Experience working with FDIC, OCC, CFPB, NCUA, and state regulations
* Experience as a client serving professional for a consulting firm preffered
* Excellent analytical, technical, and problem-solving skills, with strong attention to detail
* Exceptional verbal and written communication, collaboration, and time management skills
* Strong sense of urgency and client responsiveness
* Ability to travel up to 10%
The compensation range for this role is $116,730 to $221,300. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Auto-ApplySenior Consultant, Sage 300 CRE
New York, NY job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Are you interested in joining one of the fastest growing professional services firms in the nation?
Do you enjoy helping customers embrace technology to elevate their business and customer satisfaction?
If yes, consider joining Baker Tilly US, LLP (BT) as a Sage 300 CRE Senior Consultant! At BT your main responsibilities will include working directly with the project managers and customers delivering software solutions for implementation projects with high customer satisfaction and successful customer adoption.
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 work for a leading professional services firm whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
You want to grow professionally and develop your client service and technical skills to build a career with endless opportunities
now, for tomorrow
What you will do:
Be a trusted member of the engagement team and responsible for:
Working with multiple project managers to configure and implement the Sage 300 CRE software, following our prescriptive implementation methodology resulting in in-scope/on-budget/on-time delivery, high customer satisfaction, and successful customer adoption
Effectively following all stages of the implementation process which includes collaborative consultations with the client, defining requirements, designing solutions, configurations, unit and integration testing, training, data cleansing, and data migration
Deepening knowledge of the Sage 300 CRE software including development of expertise implementing and using Sage Intacct, as well as staying current with the latest product features and enhancements
Developing and deploying implementation project plans and ensure projects are delivered on time, on budget and while optimizing return on investment
Conducting training for customer end-users at all levels of the customer organization and relate system functionality to customer business requirement
Effectively documenting customer business requirements into configurable software solutions and business management processes utilizing best practices and visual process flowchart
Responding to customer technical support issues related to the system implementation
Designing and building industry specific key performance indicators, reports, and dashboards
Working in a team-oriented and collaborative environment with Professional Services, Sales, Support, Marketing and Customer Success to effectively coordinate project execution and completion
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 required, preferably in Accounting, Business or MIS (candidate must also have general understanding of accounting terms through previous courses or experience)
Two (2)+ years' experience in any of the following, preferred:
Consulting and implementing Sage 300 CRE, ERP/financial applications and/or other SaaS solutions
Public accounting experience
Accounting and finance or similar as an end user of Sage Intacct or similar ERP system
Consulting experience end-to-end through the entire software delivery life cycle following a process-based methodology or experience as an end user who has gone through a software implementation or upgrade, preferred
Advanced proficiency with Excel (pivot tables, VLOOKUP's, macros, etc.) is preferred for efficient data mapping, integration, and migration of customer data
Demonstrated skills in the areas of time management, communication, relationship building, collaboration, and problem solving
Strong leadership, organizational and analytical skills, initiative, adaptability
Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship
The compensation range for this role is $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.
Auto-ApplyRisk Advisory Intern - Summer 2026 - New York, NY
New York, NY job
We strive every day to exemplify our CLA values - curious, collaborative, transparent, inclusive, and reliable. We are looking for individuals who believe in accountability for one's actions, take the initiative to make their vision a reality and place honesty, professionalism, conscientiousness and trust above all else.
CLA is dedicated to building a culture that welcomes different beliefs and perspectives, so we can truly know and help our clients, communities, and each other.
Our New York City office location is seeking a Risk Advisory Intern.
Come and see for yourself!
PRIMARY RESPONSIBILITIES
Delivers high level of client service through positive interactions with clients in multiple industries, CLA staff and external entities that serve the client(s).
Demonstrate awareness, understanding of client's technical environment and business processes through discussions and review of available information with an emphasis on controls relevant to the business, network, security devices, servers and end-user computing devices.
Documents supporting audit evidence in alignment with firm standards.
Knowledge of internal controls with ability to identify key risks and mitigating controls.
Communicates status of project including issues that need immediate attention to appropriate team member.
MINIMUM REQUIREMENTS
Working towards the achievement of a bachelor's degree - Degree in Accounting, Finance Management Information Systems strongly preferred.
Working to obtain CPA, CIA, CISA, CRISC and/or CISSP certification preferred.
General knowledge of accounting principles and reporting of financial data.
Willingness to learn new technologies.
Proficient with Microsoft (MS) Windows and Office products.
Reliable transportation and willingness to travel to client sites.
The wage range for this position is: $28 - $35
#LI-MT1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
Auto-ApplySenior Wealth Advisor
New York, NY job
The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. The successful senior wealth advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Responsibilities
Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs
Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals
Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios
Participate in building new client relationships in collaboration with strategic partners
Commitment to advanced continuing education and team development at all levels
Train and mentor associates across the wealth advisory team
Qualifications
Bachelor's degree required
10+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience
Series 65, CFP or CFA required
Skills and Knowledge
Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
Depth of experience working with high net worth or ultra-high net worth clients
Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)
Highly effective interpersonal, relationship management, and communication skills
Demonstrated talent development experience, as well as training and mentoring new staff
Excellent organizational and time management skills in a high energy environment to manage multiple priorities
Strong attention to detail
Note: All Senior Wealth Advisors must have a clean U4 with no disclosures.
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
#LI-TH1
EOE M/F/D/V
Auto-ApplyPrincipal, Managed Services - Financial Services
New York, NY job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Principal, Managed Services - Financial Services Practice: Managed Services - Financial Services
Location: Flexible (preference for New York or Chicago)
Lead the evolution of Financial Services at Baker Tilly.
At Baker Tilly, we're redefining how middle-market and institutional asset managers run their back office. Through our Managed Services platform, we deliver integrated Fund Accounting, Fund Administration, and Investor Reporting solutions powered by modern technology, intelligent automation, and deep accounting expertise.
This role combines strategic leadership, client advisory, and platform growth - ideal for someone who thrives at the intersection of finance, technology, and client service.
What You'll Do
As a Principal, you will be accountable for the growth, operational excellence, and strategic development of Baker Tilly's Fund Services platform - serving Private Equity, Venture Capital, Real Estate, and Fund-of-Funds clients. You'll oversee teams, develop client relationships, and expand our platform capabilities nationally.
Key responsibilities include:
Lead and scale Baker Tilly's Fund Accounting & Administration operations within our Asset Management Managed Services practice.
Drive growth through business development, collaboration with firm leaders, and engagement in industry and alliance networks.
Translate strategy into execution - defining business plans, measurable milestones, and key performance outcomes.
Oversee client relationships and act as the senior escalation point for fund managers, CFOs, and investors.
Deliver excellence in traditional fund administration outputs, including quarterly financials, partner capital statements, NAV calculations, capital calls, and distributions.
Serve as a subject matter expert in private equity fund structures, capital rebalances, waterfalls, carried interest, and complex fee calculations.
Advance operational automation by embedding technology, analytics, and AI-native tools into the Fund Services workflow.
Develop and coach talent - guiding senior managers, managers, and associates to achieve technical mastery and leadership growth.
Collaborate across service lines (Advisory, Tax, Digital, and Industry teams) to bring integrated solutions to clients.
Represent the firm as a thought leader and spokesperson at client forums, investor events, and internal strategy sessions.
You'll Thrive in This Role If You:
Are passionate about building a next-generation fund services platform inside a fast-growing advisory and accounting firm.
Have mastered the technical depth of fund accounting but want to pair it with strategic leadership and innovation.
Excel at business development and relationship building with asset managers, fund administrators, and investors.
Enjoy mentoring high-performing teams and creating a culture of continuous learning and excellence.
Want to shape how Managed Services deliver measurable value in the Asset Management ecosystem.
Qualifications
Bachelor's degree in Accounting, Finance, or Business required; CPA and/or MBA preferred.
12+ years of progressive experience in fund accounting, fund administration, or asset management operations.
10+ years of leadership and team management experience, including recruiting, development, and performance management.
Proven success building or scaling fund administration or managed services practices.
Strong command of GAAP for investment funds, complex partnership accounting, and investor allocations.
Experience with Investran, eFront, Allvue, or equivalent fund accounting systems highly preferred.
Ability to manage multiple client portfolios while maintaining accuracy, timeliness, and client satisfaction.
Excellent communication, presentation, and relationship-management skills.
Strong commercial acumen and comfort working in an evolving, fast-growth environment.
Willingness to travel occasionally to support clients and firm initiatives.
Why Baker Tilly
Join one of the fastest-growing advisory and CPA firms in the U.S., recognized by
TIME
as one of the World's Best Companies of 2025.
You'll have the opportunity to shape our Asset Management Managed Services business from the ground up - combining financial acumen, operational excellence, and technology-enabled delivery to redefine what fund administration can be.
Own your future. Build what's next. Join Baker Tilly.
Auto-ApplyOffice Services Assistant, Temporary
Uniondale, NY job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
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.
Auto-ApplyAssociate Wealth Advisor
Madison, NJ job
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
Auto-ApplySenior Manager, Transaction Advisory
Iselin, NJ job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
We are currently searching for a Senior Manager to join our Transaction Advisory Service team within our Financial Advisory Services consulting team. This is a great opportunity to be a valued business advisor and provide due diligence and transaction advisory services to our clients to meet their complex financial needs. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You will enjoy this role if:
* You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve - Baker Tilly Industries
* You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
* You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
* You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)
* You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow
What You Will Do:
* Data gathering, document review and preparation of quality of earnings reports.
* Research and financial analysis of target companies.
* Due diligence for both buy side and sell side transactions.
* Communication with clients to ensure delivery of exceptional client service.
* Participate in various marketing and recruiting activities of the firm.
* Opportunities for career development and to advance within the transaction advisory services group.
* Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
* Invest in your professional development individually and through participation in firm wide learning and development programs
* Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Qualifications
* 8+ years' experience in a large accounting firm in audit, financial advisory or transaction service lines
* Relevant bachelor's degree in accounting, finance or related
* Certified Public Accountant (CPA) certification preferred
* High motivation, initiative and positive attitude
* Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
* Intermediate modeling and excel skills, experience conducting complex quantitative
and qualitative financial analysis and ability to generate data-driven insights
* Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced
environment with shifting priorities
* Excellent verbal and written communication, experience presenting analyses to
management and ability to lead and drive initiatives
* Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries
* Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings
The compensation range for this role is $179,850 to $340,970. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
#LI-JM2
#LI - Hybrid
Auto-ApplyTax Experienced Associate- Sales/Use
Iselin, NJ job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
Are you interested in joining one of the fastest growing public accounting firms?
Would you like the ability to specialize in a specific area of tax and become an expert to your clients?
If yes, consider joining Baker Tilly (BT) as a State & Local Indirect Tax Associate! Our SALT practice is made up of professionals across the U.S., providing a full spectrum of services including income & franchise tax, sales & use tax, real & personal property tax, unclaimed property and voluntary disclosure & remediation by industry needs. As a member of this talented team, you will help provide sales & use tax compliance for a variety of clients ranging in size and industry! Must be located in East Coast area and tied to a BT office.
You will enjoy this role if:
You would like to work directly with firm leadership to support middle market and fortune 500 companies with sales & use tax issues and compliance
You are looking to be part of a fast growing, state & local tax practice who is also down-to-earth and thrives through collaboration
You want to be part of firm that values specialty tax practices and is invested in your success, providing the resources and support for you to grow now, for tomorrow
What you will do:
Prepare sales & use tax forms and resolve outstanding tax issues for middle market and Fortune 500 clients and ensure they are in compliance with applicable state tax laws. This includes:
Prepare and file state and local sales tax returns for various jurisdictions for multiple clients
Perform research on relevant tax law
Interact and manage multiple clients in a deadline-oriented environment while maintaining exceptional accuracy and attention to detail
Analyze large amounts of client data
Maintain internal relationships with colleagues, other service lines and engagement/project teams
Develop and retain technical tax expertise
Proactively identify and communicate issues as they arise
Maintain a positive and "team player" attitude
Become familiar with and adhere to the firm's policies and procedures
Apply a working knowledge of various computer applications
Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients
Enjoy friendships, social activities and team outings that encourage a work-life balance
Successful candidates will have:
Associate's degree in accounting, finance, business, economics, or related math degree required
Minimum (1) one year experience in public accounting or industry completing and reconciling multi-state sales and use tax returns and performing research on taxability law preferred
Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
Strong leadership, project management, organizational and analytical skills, initiative, adaptability
Microsoft Suite skills
There is currently no immigration sponsorship available for this position
The compensation range for this role is $63,200 to $119,820. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Auto-ApplySales and Use Tax Senior Manager
Cherry Bekaert job in Jersey City, NJ
**Cherry Bekaert** has been proudly providing Accounting and Advisory services to our clients for 75 years! We are seeking a **Sales Tax Senior Manager.** **The location is flexible and remote would be considered.** Some of our larger offices include Atlanta, DC, Richmond, Raleigh, Charlotte, Tampa and South Florida.
The successful candidate will supervise staff on consulting engagements that they lead and is responsible for delivering efficient, accurate, and timely preparation and review of all consulting projects. The primary responsibilities of the **Sales Tax Senior Manager** are focused on the following:
**Sales Tax Consulting**
+ Research Sales Tax issues and filing requirements that affect Sales Tax obligations for companies.
+ Keep staff up-to-date on Sales Tax law trends, changes that affect client base.
+ Present Cherry Bekaert as a thought leader in the industry (assist with blogs, newsletters, social media, etc.)
**Engagement Management**
+ Serve as the Engagement Manager on specific client sales tax engagements, taking responsibility for pre-engagement planning, execution, and final deliverable development. Manage multiple client projects at any given time.
+ Develop a detailed engagement work plan, illustrating budgets and schedules. Monitor project status against the work plan and communicate schedule adjustments.
+ Serve as the prime point-of-contact to the client. Ensure that the client is fully informed of engagement progress and logistics.
**New Business Development**
+ Develop a thorough understanding of all services provided by the firm. Link this understanding to potential client needs.
+ Identify opportunities to expand the scope of current engagements through identification of current client needs and target client requirements.
+ Actively participate in proposal development, at the direction of management, and take a lead role responding to requests for proposal.
**Recruitment and Staff Development**
+ Take responsibility for identifying, attracting, and developing current and future talent.
+ Take responsibility for subordinates' activities and chargeability. Effectively delegate work to staff.
+ Provide regular performance feedback as well as deliver timely performance evaluations.
**Personal and Professional Development**
+ Develop Sales Tax industry knowledge and expertise and share that knowledge with the team.
+ Pursue professional development through public speaking, seminar delivery, and through the writing of articles.
+ Actively participate in company internal development programs, including staff training courses
**Required Experience**
+ CPA or CMI preferred
+ Education: BS/BA accounting or a related field
+ Minimum 7 years of Sales Tax experience or Sales & Use Tax experience, from either consulting, industry, or Department of Revenue. Experience with manufacturing preferred.
+ Experience supervising and directing the work of staff.
+ Demonstrated writing skills a must; proposal development experience desired
+ Above average ability to manipulate Excel spreadsheets.
**What you can expect from us:**
+ Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect
+ The opportunity to innovate and do work that motivates and engages you
+ A collaborative environment focused on enabling you to further your career growth and continuous professional development
+ Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing
+ Flexibility to do impactful work and the time to enjoy your life outside of work
+ Opportunities to connect and learn from professionals from different backgrounds and with different cultures
**Benefits Information:**
Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
**Pay Range:**
138,900-216,000
**About Cherry Bekaert**
Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit *******************************
Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.
This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.
Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.
Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook.
© 2025 Cherry Bekaert. All Rights Reserved.