Cherry Bekaert jobs in Olympia, WA

Seattle, WA Work Arrangement: Hybrid Typical Day in the Life A typical day as an Assurance Manager in Edmonds, WA serves clients as an assurance and business advisory professional. Supervises complex audits on a regular basis, delegating duties to Associate and Senior Associate level staff. Demonstrates extensive knowledge of auditing standards and accounting principles with the ability to meet time constraints. * Supervises complex audits and completes audit workpapers to achieve objectives including staff development, client needs, and engagement profitability. * Outlines engagement objectives, issues, findings and recommendations in a variety of client situations. * Reviews workpapers and financial statements prior to Partner involvement. * Manages client relationships with integrity by monitoring client needs and building value into professional service. * Evaluates the costs, benefits and risks of alternative solutions to client problems or needs. * Provides feedback in order to develop the audit practice. * Capitalizes on personal and professional experiences in order to develop business and practice lines. * Supervises and delegates duties to Associate and Senior Associate level staff. * Provides mentoring and technical training for staff in the audit department. * May assist with client billings to ensure they reflect work performed. * Participates in the area of business development. * Participates in community organizations and industry functions. * Ensures timely and accurate performance on assigned projects. * Maintains compliance with project budgets, turnaround times, and deadlines. Who You Are * Bachelor's degree in accounting required. * 5+ years audit experience in public accounting required. * Valid Certified Public Accountant license required. * Advanced knowledge of auditing standards and accounting principles. * The ability to network and develop business. * Commitment to maintaining effective working relationships with internal teams and clients. Must be authorized to work in the United States now or in the future without visa sponsorship. Making an Impact Together People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly. Compensation (as applicable) $118,000 - $145,000. Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. Benefits Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. Next Steps We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page. For extra assistance in your job search journey, explore -a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws. #LI-BL1 #LI-HYBRID

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-KH1 EOE M/F/D/V

Transaction Services Senior (Job Number: 28394) Employee Status: Regular Schedule: Full Time Primary Location: Orange County, CA Other Locations: Pasadena, CA, New York, NY, Woodland Hills, CA, Spokane, WA, San Diego, CA, Denver, CO, El Segundo, CA, Tacoma, WA, San Francisco, CA, Everett, WA, Dallas, TX, Phoenix, AZ, Yakima, WA, Seattle, WA, Silicon Valley, CA, Portland, OR, Houston, TX Description At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our clients, and about our communities. Here, you'll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm's size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you'll have fun while solving complex and interesting business challenges. Members of our Transaction Services group will work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A activities. Members will routinely work directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries. Individuals who thrive at Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus. Responsibilities: Engagement management with clients includes routinely working directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries Work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A activities Responsible for all aspects of deal execution including sourcing and managing client relationships, analysis and execution of client deliverables and coaching and managing other team members Coordinate services as needed with other practice areas of the firm Build relationships with existing clients, including involvement in networking and business development activities Provide both leadership and supervision to Staff and Seniors Qualifications: Bachelor's degree with a major in accounting or related field required, CPA preferred Minimum of 2 years of related experience required Experience in a Transaction Services or in Assurance/External Audit in a professional services firm is preferred Must have the ability to analyze complex business and transaction situations Must have the ability to work on multiple engagements simultaneously and learn new business quickly Strong project management/organizational skills; able to effectively prioritize assignments and competing deadlines in a fast paced environment Strong verbal and written communication skills including the ability to effectively present to large or small groups Self-directed professional with strong interpersonal skills and marketing abilities required Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook, and SharePoint) with strong Excel skills Ability to travel as needed, approximately 15% Moss Adams is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities. Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact *********************. Certain jurisdictions in the United States require employers to disclose the pay range in job postings. This is the typical range of pay for the position. Actual compensation may depend on factors such as qualifications, work experience, skills, and geographic location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page. Compensation Range: Washington State - $96,000 -$120,000 California State - $102,000 -$135,000 Colorado State - $96,000 -$110,000 New York State - $96,000 -$125,000

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 Manager, Digital Learning leads the digital strategy for Learning & Development by designing scalable, personalized, and performance-driven learning experiences. This role oversees the learning tech stack, optimizes investments, and manages vendor partnerships to ensure efficiency and alignment with business goals. It directs the digital team's intake and project priorities, connecting learning solutions with technology opportunities for seamless integration, driving continuous improvement and measurable impact. The senior manager partners across teams to curate experiential and formal learning opportunities that enhance on-the-job performance. They also lead change management efforts and promote the adoption of innovative learning technologies. With a strategic focus on AI learning, skills development, and digital enablement, this role is pivotal in fostering a culture of growth and continuous learning. Responsibilities * Serve as a strategic learning advisor, assessing requests and recommending digital solutions aligned with business needs, strategy, and budget. * Lead the design, development, and governance of digital learning programs, including self-study content, vendor partnerships, and CPE compliance. * Collaborate across functional teams and stakeholders to deliver impactful, technology-enabled learning experiences and support roadmap development. * Oversee the learning technology ecosystem, including design tools, content libraries, and multimedia content creation. * Stay ahead of industry trends and apply best practices in adult learning, design, and digital enablement to elevate learning strategy. * Manage a team of learning technology specialists, providing coaching, direction, and performance optimization. * Drive strategic initiatives including AI learning strategy, vendor optimization, data insights, and integration of design and technology across learning projects. Qualifications * Bachelor's degree or equivalent experience required * Minimum 7 years of experience in a senior learning, enablement, or consulting role within a professional services or corporate environment. * Proven success in leading digital learning initiatives, managing learning ecosystems, and integrating technology to drive performance improvement. * Demonstrated expertise in learning design, needs assessment, curriculum development, eLearning creation, and adult learning theory. * Strong project and program management skills, with the ability to lead multiple initiatives and serve as a primary project lead. * Experience managing learning platforms, content governance, analytics, and compliance requirements (e.g., CPE). * Skilled in vendor sourcing, contract management, and budget planning for learning technology investments. * Exceptional communication and consultative skills, with the ability to engage senior-level stakeholders and tailor messaging to diverse audiences. * High proficiency in Microsoft Office Suite and familiarity with tools such as Articulate and Workday. * Ability to work independently in a fast-paced environment, manage non-traditional schedules, and travel as needed. Key skills * Leadership & Team Development: Ability to motivate and lead cross-functional and global teams. * Learning Technology Expertise: Deep knowledge of tools and platforms across the learning lifecycle, including Articulate and Workday LMS. * Strategic Project Management: Skilled in managing complex learning initiatives from planning to execution. * Stakeholder Engagement: Strong communication and collaboration skills with diverse internal and external partners. * Vendor & Budget Management: Experience in sourcing, negotiating, and managing vendors, with fiscal responsibility and budget planning. * Learning Design & Enablement: Proficient in eLearning development, AI-enabled learning, and skills strategy. * Innovation & Execution Balance: Forward-thinking mindset with the ability to align strategy with hands-on implementation. The compensation range for this role is $137,340 to $260,380. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, ,qualifications, and geographic location.

Transaction Services Senior (Job Number: 28394) Employee Status: Regular Schedule: Full Time Primary Location: Orange County, CA Other Locations: Pasadena, CA, New York, NY, Woodland Hills, CA, Spokane, WA, San Diego, CA, Denver, CO, El Segundo, CA, Tacoma, WA, San Francisco, CA, Everett, WA, Dallas, TX, Phoenix, AZ, Yakima, WA, Seattle, WA, Silicon Valley, CA, Portland, OR, Houston, TX Description At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our clients, and about our communities. Here, you'll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm's size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you'll have fun while solving complex and interesting business challenges. Members of our Transaction Services group will work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A activities. Members will routinely work directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries. Individuals who thrive at Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus. Responsibilities: Engagement management with clients includes routinely working directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries Work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A activities Responsible for all aspects of deal execution including sourcing and managing client relationships, analysis and execution of client deliverables and coaching and managing other team members Coordinate services as needed with other practice areas of the firm Build relationships with existing clients, including involvement in networking and business development activities Provide both leadership and supervision to Staff and Seniors Qualifications: Bachelor's degree with a major in accounting or related field required, CPA preferred Minimum of 2 years of related experience required Experience in a Transaction Services or in Assurance/External Audit in a professional services firm is preferred Must have the ability to analyze complex business and transaction situations Must have the ability to work on multiple engagements simultaneously and learn new business quickly Strong project management/organizational skills; able to effectively prioritize assignments and competing deadlines in a fast paced environment Strong verbal and written communication skills including the ability to effectively present to large or small groups Self-directed professional with strong interpersonal skills and marketing abilities required Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook, and SharePoint) with strong Excel skills Ability to travel as needed, approximately 15% Moss Adams is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities. Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact *********************. Certain jurisdictions in the United States require employers to disclose the pay range in job postings. This is the typical range of pay for the position. Actual compensation may depend on factors such as qualifications, work experience, skills, and geographic location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page. Compensation Range: Washington State - $96,000 -$120,000 California State - $102,000 -$135,000 Colorado State - $96,000 -$110,000 New York State - $96,000 -$125,000

At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our clients, and about our communities. Here, you'll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm's size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you'll have fun while solving complex and interesting business challenges. The Business Consulting Services practice provides comprehensive internal and performance audit services to clients throughout the Western United States. Additionally, we help clients to implement solutions through policy and procedure development, organizational redesign, process improvement, and training. We are a highly collaborative group that is committed to providing superior client service through strong relationships and high-value deliverables. We are seeking a Senior for Compliance and Internal Audit to be part of our team. This cross-functional role will focus on providing grant management, compliance support, and internal audit services primarily for governmental, tribal, and not-for-profit entities. Individuals who thrive at Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus. Responsibilities: * Conduct project start-up and planning activities and develop compliance monitoring programs/processes * Supervise subrecipient performance and reporting monitoring * Perform and lead compliance reviews, assess financial report submissions, and develop findings and recommendations * Perform internal controls reviews, internal audits, policy and procedure development, and operational assessments * Perform consulting activities that include conducting interviews, reviewing documents, performing a variety of analyses, and preparing client deliverables such as findings, recommendations, and draft and final reports * Collaborate with clients to understand current business practices, identify opportunities for improvement, define new processes, and develop new/updated policies and procedures Qualifications: * Bachelor's degree in accounting or related field preferred; Master's in Accounting, MBA or MPA preferred * Minimum of 2 years of related experience, preferably working with government (city, county, special purpose, or state) or not-for profits; CPA, CIA, CGMA or CFE designation desired * Experience with grant management activities and internal controls audits * Experience with single audits preferred * Familiarity with Generally Accepted Governmental Auditing Standards (GAGAS), the Yellow Book, and standards from the Institute of Internal Auditors (IIA) preferred * Familiarity with financial and operational aspects of not-for-profits and local governments desired * Ability to write reports, prepare findings, and present recommendations * Strong verbal and written communication skills * Ability to understand problems, think critically, and identify creative solutions * Strong organizational skills; able to effectively prioritize assignments and competing deadlines in a fast-paced environment * Ability to take direction, works independently to prioritize work, establish goals, and produce quality work * Effective time management and organizational skills, proven ability to prioritize while simultaneously managing numerous projects/processes often under tight deadlines * Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook, and SharePoint) * Ability to travel as needed, approximately 20% Moss Adams is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities. Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact *********************. Certain jurisdictions in the United States require employers to disclose the pay range in job postings. This is the typical range of pay for the position. Actual compensation may depend on factors such as qualifications, work experience, skills, and geographic location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page. #LI-MD1

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Description We are seeking a talented M&A Tax Principal with Private Equity experience and exceptional technical and relationship development skills to join our dynamic Private Equity-focused team. The ideal candidate possesses deep technical expertise in complex corporate and flow-through transaction tax structuring and a proven track record of leading complex, high-stakes transactions with strategic tax insights that create significant value for Private Equity clients. This individual excels at building and maintaining strong relationships, collaborating seamlessly with deal teams, investment bankers, legal advisors, and portfolio company management to foster confidence and drive deal momentum. They demonstrate outstanding business development acumen, identifying emerging opportunities and articulating tailored tax solutions that resonate with senior stakeholders. The candidate will be a dedicated mentor and leader, committed to developing and inspiring team members through coaching, feedback, and fostering a collaborative, high-performance culture that elevates overall team capabilities. If you are a strategic thinker with entrepreneurial drive and a passion for both client success and talent development, we invite you to apply for an opportunity to help shape the future of our firm. You will enjoy this role if: * You are excited to drive growth and able to market-source new Private Equity clients and new business * You take a strategic approach to the execution of client work and Firm responsibilities; are consulted by clients on most important business and strategic decisions; and implement new ideas in an effort to improve processes and achieve better results * You want to work for a leading advisory firm that is growing and creating exceptional opportunities * You are passionate about contributing to your team's professional growth and development, creating opportunities for others as well as yourself * You set yourself apart as a role model for others and inspires others do the same * You are someone who treats all principals, employees, and clients with respect and is timely and responsive, listens well, considers others points of view, and is intolerant of disrespectful or unethical behavior What You Will Do: * Advise and influence substantial Private Equity client relationships to achieve functional objectives and strengthen relationships * Provide value added services that are critical to our ability to obtain and serve Private Equity clients * Address complex M&A tax related client matters through both innovative and established approaches * Drive the delivery of strategies to Private Equity clients with a strong focus on managing risk and safety * Deliver exceptional tax consulting services to Private Equity clients involved in complex mergers, acquisitions, divestitures, and other restructuring transactions * Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new Private Equity clients, projects, and revenue * Operate within and effectively leverage Baker Tilly's matrixed structure of industry, service, and geography to develop and execute growth strategies and work in close coordination with regional and national leaders * Be responsible for building your legacy and succession plan through the development of our people * Represent Baker Tilly and be someone who is sought after in the marketplace for activities such as speaking at conferences or authoring articles, thereby enhancing the global brand of the Firm. Qualifications Successful candidates will be: * A leader with a demonstrated ability to develop relationships and serve as a value architect * Accretive to the team in a manner that allows the Firm to excel against our competition and through the professional and technical advantages brought the candidate * A partner or principal at current firm * Experienced with a proven professional services track-record, working for at least fifteen years with Private Equity clients on tax aspects of complex domestic and cross-border business transactions including mergers, acquisitions, divestitures, and restructurings involving debt and equity * Viewed as immediately capable of leading and elevating the technical base of our people such that we are able to safely expand our service offerings and strengthen our reputation in the marketplace * A proven entrepreneur with a track-record of successful business growth * Able to lead others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current, see the "big picture" as well as the details, display appropriate ethical knowledge, and exhibit a sense of urgency and commitment to quality and the timely completion of projects * Capable of providing a technical skill set that allows the Firm to attract a more complex and diverse client base and bring that skillset to our clients and prospects * Viewed as providing a knowledge base that is a distinguishing factor in our market and will be immediately recognized as a deep specialist in the field, such that your direct involvement in the team elevates the total client experience in a manner that clients and prospects see Baker Tilly as the preferred Firm in the marketplace * A CPA or bar licensed attorney required; masters or LLM in taxation desired but not required * Nimble and responsive, with the ability to travel nationally as client and Firm needs may require

At Moss Adams (now Baker Tilly), we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our clients, and about our communities. Here, you will work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm's size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you will have fun while solving complex and interesting business challenges. We provide the world's most innovative companies with specialized accounting, consulting, and wealth management services to help them embrace emerging opportunity. At Moss Adams (now Baker Tilly), where you take your career is up to you. Here, you will be challenged and rewarded for leadership, technical excellence, and inspired perspectives. That's why we offer opportunities to build your skills and plan your personalized career path in a supportive environment, including paid vacation, continued education reimbursement, and a 401(k) plan-plus a whole lot more. Moss Adams (now Baker Tilly) is currently seeking entry-level Accounting Staff for our Assurance/Audit and Tax practices. Interested in Assurance/Audit: Assurance/Audit Staff participate in audit, review, or other types of assurance engagements. Work may include\: review of client accounting and operating procedures, performance of internal control test work, data analytics, technical research, conducting tests sufficient in scope to support an assurance opinion and assisting in tasks such as preparing financial statements and disclosures. Interested in Tax: Tax Staff are primarily responsible for preparing tax returns, including supporting work papers for various types of returns such as individuals, corporations, partnerships, estates, trusts, non-profits, etc. Tax Staff also research and consult on various tax projects; respond to inquiries from the IRS and other taxing authorities, prepare extensions and quarterly estimates, and conduct other projects as assigned. Individuals who thrive at Moss Adams (now Baker Tilly) exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Professional Presence, Growth Mindset, Intellectual Curiosity, and Results Focus. Qualifications: Please note\: You must attach your resume and unofficial transcripts to your online application to be considered. Required Qualifications: Must be legally authorized to work in the United States on a full-time basis upon hire. Moss Adams (now Baker Tilly) will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B, STEM OPT) Must have a bachelor's degree, with a preference for accounting majors Must meet educational requirements to obtain CPA license upon hire Ability to commute as needed throughout the region; to include Moss Adams' (now Baker Tilly) offices Ability to travel to client locations, including overnight stays, with travel expectations varying by department and location Seasonal flexibility to work overtime or additional hours, including evenings and weekends, as needed Preferred Qualifications: Major in Accounting or coursework in technology-related fields highly desirable For Tax; Master of Tax or JD/LLM preferred Reside within a commutable distance to a Moss Adams (now Baker Tilly) office and be willing to work on-site on a regular basis Excellent customer service skills\: Ability to understand own and others' emotions to achieve desired goals Creative problem solving, critical thinking and research skills; Organize information and exercise well-reasoned judgment Strong written and verbal communication and interpersonal skills; Demonstrate confidence in decision making and poise in a professional setting Work effectively both as part of a team and independently Highly motivated and embrace challenges as an opportunity to grow Quickly adapt to a changing work environment, including the use of software, systems, and technology Outstanding organization and project management skills; Take responsibility for quality and timeliness of projects Proficient with Microsoft Office Suite Moss Adams is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities. Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact *********************. Certain jurisdictions in the United States require employers to disclose the pay range in job postings. This is the typical range of pay for the position. Actual compensation may depend on factors such as qualifications, work experience, skills, and geographic location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page.

At Moss Adams (now Baker Tilly), we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our clients, and about our communities. Here, you will work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm's size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you will have fun while solving complex and interesting business challenges. We provide the world's most innovative companies with specialized accounting, consulting, and wealth management services to help them embrace emerging opportunity. Moss Adams (now Baker Tilly) is currently seeking a Strategy and Operations Intern for 2026. Our interns gain knowledge of the firm's Consulting practices through working with multiple clients across a variety of industries. As a Strategy and Operations Intern, you will work on a variety of projects, primarily for government and not-for-profit clients, that focus on management and organization assessments, process improvement, policy and procedure development, performance audits, and strategic planning. Interns will perform a variety of analysis, support the preparation of client deliverables, responses to online surveys, and relevant policy, procedure and process documentation. Individuals who thrive at Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Professional Presence, Growth Mindset, Intellectual Curiosity, and Results Focus. Qualifications: Please note\: You must attach your resume and unofficial transcripts to your online application to be considered. Required Qualifications: Must be legally authorized to work in the United States on a full-time basis upon hire. Moss Adams (now Baker Tilly) will not consider candidates for this position who require sponsorship for employment visa status now or upon full-time hire (e.g., H-1B, STEM OPT). Must have completed or be enrolled in a bachelor's or master's degree program Must reside within a commutable distance to a Moss Adams (now Baker Tilly) office and be willing to work on-site Eligible candidates must have academic courses remaining at the end of the internship; ideally, in the third year of a 4-year program, or fourth year of a 5-year program Preferred Qualifications: Coursework in technology-related fields highly desirable Master of Public Policy or Master of Public Administration preferred Willingness to travel to client locations, including overnight stays, with travel expectations varying by department and office location Flexibility to work overtime or additional hours, including evenings and weekends, as needed Excellent customer service skills; Ability to understand own and others' emotions to achieve desired goals Creative problem solving, critical thinking and research skills; Organize information and exercise well-reasoned judgment Strong written and verbal communication and interpersonal skills; Demonstrate confidence in decision making and poise in professional setting Work effectively both as part of a team and independently Highly motivated and embrace challenges as an opportunity to grow Quickly adapt to a changing work environment, including the use of software, systems and technology Outstanding organization and project management skills; Take responsibility for quality and timeliness of projects Proficient with Microsoft Office Suite Moss Adams is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities. Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact *********************. Certain jurisdictions in the United States require employers to disclose the pay range in job postings. This is the typical range of pay for the position. Actual compensation may depend on factors such as qualifications, work experience, skills, and geographic location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page.

Baker Tilly is looking for a Transformation Manager who can help drive large-scale transformation management efforts across the firm's top strategic priorities. This role sits within our Enterprise Transformation Office (ETO) and will partner with senior program and firm leadership to support delivery of key initiatives across the firm. The person in this role will be required to work at both the strategic and execution levels and will report to the Associate Director of our Enterprise Transformation Office. The purpose of the ETO is to provide transformation management support and expertise to our leaders and other stakeholders. The Transformation Manager, in conjunction with the ETO team, will leverage a thorough understanding and depth of experience with industry-standard/best-practice solutioning, program and project management methodologies, processes, and tools to support the successful execution of transformative projects that meet or exceed their stakeholders' expectations. They will lead teams consisting of functional and technical internal resources, external contractors, and vendor resources. In this role, they will be responsible for setting clear goals and building and managing thorough program and project plans and timelines. Additionally, the Transformation Manager will be responsible for modeling program and project management practices across the firm. In doing so, they will be helping people at all levels of the firm learn how to apply the firm's program/project management practices and develop project management plans appropriate for the scale and scope of projects of various sizes. We are looking for someone with proven experience as a project manager leading the development and implementation of ambitious, complex, and multifaceted transformation initiatives, including people, process, and technology redesign and behavior change; willingness to jump in and execute at all levels of the work from project strategy to solutioning through implementation. Effective sponsor and stakeholder engagement and communication, and the ability to drive alignment across stakeholder groups, are musts. Responsibilities * Manage portfolio governance, status reporting, project and risk management plans, ROI tools, and budget/time tracking. * Serve as project manager for select projects. * Drive adoption of project management methods and capacity across the firm, integrating with organizational change management capability development. * Lead ROI modeling and develop program and project measurement and reporting frameworks. * Identify opportunities to evolve program and project management best practices to advance the Transformation Office (TO) along its desired maturity path. * Drive strategic and operational solutioning at the project level, ensuring alignment across stakeholder groups. * Act as a liaison and trusted partner between the BT program and the Information Technology team to support project progress. * Support TO leadership in preparing content, agendas, and documentation for reporting. Qualifications * Bachelor's degree or equivalent experience required; emphasis in Business, Information Technology, or related field preferred. * Minimum of 5 years of experience in a complex organization, including demonstrated success in building and leading high-performing teams and fostering collaboration in a virtual environment; experience in a professional services setting preferred. * Formal training or certification in project management methodologies and approaches desired (e.g., PMP, CSM). * Proven project management skills including scoping, planning, monitoring and controlling, issue resolution, and budget management for both IT-focused and business-centered projects. * Exceptional verbal and written communication skills, with the ability to articulate complex issues to stakeholders and senior leaders. * Experience with financial modeling, ROI analysis, and development of program metrics and measurement tools. Moss Adams is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities. Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact *********************. Certain jurisdictions in the United States require employers to disclose the pay range in job postings. This is the typical range of pay for the position. Actual compensation may depend on factors such as qualifications, work experience, skills, and geographic location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page. #LI-AC1

Mergers & Acquisitions (M&A) Tax Senior (Job Number: 28370) Employee Status: Regular Schedule: Full Time Primary Location: Orange County, CA Other Locations: Pasadena, CA, New York, NY, Woodland Hills, CA, Spokane, WA, San Diego, CA, Denver, CO, Walnut Creek, CA, El Segundo, CA, Tacoma, WA, San Francisco, CA, Dallas, TX, Phoenix, AZ, Seattle, WA, Silicon Valley, CA, Portland, OR, Houston, TX Description At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our clients, and about our communities. Here, you'll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm's size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you'll have fun while solving complex and interesting business challenges. Introduction to the team Our Mergers and Acquisitions practice works with owners and investors to help them ease their tax burden and quantify tax exposures in a wide range of transactions, including buy-side and sell-side, restructuring, taxable and tax-free transactions. We provide our clients with tax due diligence, tax structuring, quantitative tax modeling services, transaction agreement review and consultation and tax technical support. Individuals who thrive at Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus. Responsibilities: Assist Managers and Partners in engagement management of clients, conducting financial due diligence on middle-market companies in a variety of industries Work directly with client leaders and alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A tax activities Conduct analytical reviews of data and prepare findings Create draft reports for management review Research issues that arise during the course of engagement Build relationships with existing clients, including involvement in networking and business development activities Provide both leadership and supervision to Staff Qualifications: Bachelor's degree with a major in accounting or related field required Master's degree in Taxation or JD with LLM in taxation preferred CPA or licensed attorney preferred. If not a CPA or licensed attorney, must meet educational requirements to obtain CPA or attorney license in state of employment upon hire Minimum of 2 years of related experience required preferably with a public accounting firm or law firm Previous experience in tax due diligence and merger and acquisitions tax consulting preferred Must have the ability to analyze complex business and transaction situations Must have the ability to work on multiple engagements simultaneously and learn new business quickly Strong project management and organizational skills Strong Microsoft Excel skills Strong presentation skills and marketing abilities are required Excellent interpersonal and verbal & written communication skills Must be willing and able to travel to client locations up to 50% Here, you'll be challenged and rewarded for leadership, technical excellence, and inspired perspectives. That's why we offer opportunities to build your skills and explore your career in a supportive environment. At Moss Adams, where you take your career is up to you. Moss Adams is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities. Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact *********************. Certain jurisdictions in the United States require employers to disclose the pay range in job postings. This is the typical range of pay for the position. Actual compensation may depend on factors such as qualifications, work experience, skills, and geographic location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page. Compensation Range: Washington State- $110,000 - $175,000 California State - $110,000 - $185,000 Colorado State - $110,000 -$175,000 New York State- $110,000 -$185,000

Transaction Services Manager (Job Number: 28209) Employee Status: Regular Schedule: Full Time Primary Location: Denver, CO Other Locations: Pasadena, CA, New York, NY, Woodland Hills, CA, Spokane, WA, San Diego, CA, Orange County, CA, Walnut Creek, CA, El Segundo, CA, Tacoma, WA, San Francisco, CA, Dallas, TX, Seattle, WA, Silicon Valley, CA, Portland, OR, Houston, TX Description At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our clients, and about our communities. Here, you'll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm's size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you'll have fun while solving complex and interesting business challenges. Introduction to the team Members of our Transaction Services group will work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A activities. Members will routinely work directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries. What sets us apart from other Transaction Services teams? Development: We develop our people through on-the-job training. We have an “open door” policy, and you will receive training from all levels up to Partner. Growth potential is merit-based, which means you have increased flexibility and control over your career. Due to our middle market focus, we have smaller team sizes leading to more meaningful contributions for each team member. Experiences: Our people are exposed to a wide variety of industries but also have exposure to leadership within Moss Adams as well as our client management teams. We have offices in 30+ locations and our TAS team works as one-firm; meaning you'll get to work with colleagues from all offices and clients both domestic and international. Work/life balance: Work/life balance and diversity in experiences is a pillar of the Moss Adams culture. While serving and executing on our clients is always top of mind, being cognizant of the life you live outside of work is one that is recognized as just as important to your overall growth. Investing in our people: Moss Adams leads with a West mindset and is proactive with employee initiatives. We have support initiatives for a variety of causes and Moss Adams takes a proactive approach to engaging all employees in meaningful conversations that move the firm forward. Individuals who thrive at Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus. Responsibilities: Engagement management with clients includes routinely working directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries Work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A activities Responsible for all aspects of deal execution including sourcing and managing client relationships, analysis and execution of client deliverables and coaching and managing other team members, Coordinate services as needed with other practice areas of the firm Build relationships with existing clients, including involvement in networking and business development activities Provide both leadership and supervision to Staff and Seniors Qualifications: Bachelor's degree with a major in accounting or related field required, CPA Preferred Minimum of 5 years of related experience required with at least two years experience supervising and training Proven experience leading transaction services or Assurance/External Audit engagement teams at a large national professional services firm preferred Must have the ability to analyze complex business and transaction situations Proven experience in managing multiple client engagements simultaneously and learning new business quickly with strong motivation to meet client deadlines and provide excellent client service Strong verbal and written communication skills including the ability to effectively present to large or small groups Self-directed professional with strong interpersonal skills and marketing abilities required Strong project management/organizational skills; able to effectively prioritize assignments and competing deadlines in a fast paced environment Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook, and SharePoint) with strong Excel skills Ability to travel as needed, approximately 15% Moss Adams is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities. Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact *********************. Certain jurisdictions in the United States require employers to disclose the pay range in job postings. This is the typical range of pay for the position. Actual compensation may depend on factors such as qualifications, work experience, skills, and geographic location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page. Compensation Range: Washington State - $114,000 -$165,000 California State - $122,000 -$180,000 Colorado State - $114,000 -$160,000 New York State - $114,000 -$170,000

At Moss Adams (now Baker Tilly), we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our clients, and about our communities. Here, you will work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm's size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you will have fun while solving complex and interesting business challenges. We provide the world's most innovative companies with specialized accounting, consulting, and wealth management services to help them embrace emerging opportunity. Moss Adams (now Baker Tilly) is currently seeking Risk Advisory & Compliance Interns for 2026. Our interns gain knowledge of the firm's Risk Advisory and Compliance (RAC) practice through working with multiple clients across a variety of industries. As a Risk Assurance and Compliance intern, you can choose to work in one of the following practice areas: IT Assurance Interns participate in pre-audit planning for engagements, conduct interviews and review documentation of client IT and operating procedures, perform internal control and IT test work, and prepare supporting work paper documentation. SOC Compliance Interns participate in SOC 1, SOC 2 and SOC 3 examinations, as well as consulting services for SOC examinations. You may also gain knowledge of the firm's assurance and consulting services, in addition to assisting project managers, clients and peers on various consulting and auditing engagements. In addition to the CPA, these team members may be asked to work toward the CIA, CMA or CISA. Individuals who thrive at Moss Adams (now Baker Tilly) exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Professional Presence, Growth Mindset, Intellectual Curiosity, and Results Focus. Qualifications: Please note\: You must attach your resume and unofficial transcripts to your online application to be considered. Required Qualifications: Must be legally authorized to work in the United States on a full-time basis upon hire. Moss Adams (now Baker Tilly) will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B, STEM OPT) Must have completed or be enrolled in a bachelor's or master's degree program, with a preference for accounting majors Must reside within a commutable distance to a Moss Adams (now Baker Tilly) office and be willing to work on-site Eligible candidates must have academic courses remaining at the end of the internship. Candidates in year three of a 4-year degree program, or in year four of a 5-year program, preferred Preferred Qualifications: Major in Accounting or coursework in technology-related fields highly desirable If an accounting major; meeting the educational requirements to obtain CPA license upon full-time Staff hire, preferred Willingness to travel to client locations, including overnights stays, with travel expectations varying by department and office location Flexibility to work overtime or additional hours, including evenings and weekends, as needed Excellent customer service skills; Ability to understand own and others' emotions in order to achieve desired goals Creative problem solving, critical thinking and research skills; Organize information and exercise well-reasoned judgment Strong written and verbal communication and interpersonal skills; Demonstrate confidence in decision making and poise in professional setting Work effectively both as part of a team and independently Highly motivated and embrace challenges as opportunities to grow Quickly adapt to a changing work environment, including the use of software, systems and technology Outstanding organization and project management skills; Take responsibility for quality and timeliness of projects Proficient with Microsoft Office Suite Moss Adams is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities. Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact *********************. Certain jurisdictions in the United States require employers to disclose the pay range in job postings. This is the typical range of pay for the position. Actual compensation may depend on factors such as qualifications, work experience, skills, and geographic location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page.

At Moss Adams (now Baker Tilly), we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our clients, and about our communities. Here, you will work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm's size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you will have fun while solving complex and interesting business challenges. We provide the world's most innovative companies with specialized accounting, consulting, and wealth management services to help them embrace emerging opportunity. Moss Adams (now Baker Tilly) is currently seeking Accounting Interns for 2026. Our interns gain knowledge of the firm's Assurance, Tax and Consulting practices through working with multiple clients across a variety of industries. Interested in Assurance: Assurance/Audit Interns participate as a member of the engagement team by performing assurance procedures such as audits or reviews on client financial statements. Interested in Tax: Tax Interns prepare individual, trust, estate, partnership, and corporate tax returns. Interns may also assist clients by providing a full spectrum of tax services including planning, research, and compliance. Individuals who thrive at Moss Adams (now Baker Tilly) exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Professional Presence, Growth Mindset, Intellectual Curiosity, and Results Focus. Qualifications: Please note\: You must attach your resume and unofficial transcripts to your online application to be considered. Required Qualifications: Must be legally authorized to work in the United States on a full-time basis upon hire. Moss Adams (now Baker Tilly) will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B, STEM OPT) Must have completed or be enrolled in a bachelor's or master's degree program, with a preference for accounting majors Must meet educational requirements to obtain CPA license upon full-time Staff hire Must reside within a commutable distance to a Moss Adams (now Baker Tilly) office and be willing to work on-site Eligible candidates must have academic courses remaining at the end of the internship; ideally, in the third year of a 4-year program, or fourth year of a 5-year program Preferred Qualifications: Major in Accounting or coursework in technology-related fields highly desirable Willingness to travel to client locations, including overnight stays, with travel expectations varying by department and office location Flexibility to work overtime or additional hours, including evenings and weekends, as needed Excellent customer service skills; Ability to understand own and others' emotions in order to achieve desired goals Creative problem solving, critical thinking and research skills; Organize information and exercise well-reasoned goals Strong written and verbal communication and interpersonal skills; Demonstrate confidence in decision making and poise in professional setting Work effectively both as part of a team and independently Highly motivated and embrace challenges as opportunities to grow Quickly adapt to a changing work environment, including the use of software, systems and technology Outstanding organization and project management skills; Take responsibility for quality and timeliness of projects Proficient with Microsoft Office Suite Moss Adams is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities. Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact *********************. Certain jurisdictions in the United States require employers to disclose the pay range in job postings. This is the typical range of pay for the position. Actual compensation may depend on factors such as qualifications, work experience, skills, and geographic location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page.

At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our clients, and about our communities. Here, you'll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm's size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you'll have fun while solving complex and interesting business challenges. The Business Consulting Services practice provides comprehensive internal and performance audit services to clients throughout the Western United States. Additionally, we help clients to implement solutions through policy and procedure development, organizational redesign, process improvement, and training. We are a highly collaborative group that is committed to providing superior client service through strong relationships and high-value deliverables. The Staff position is a cross-functional role that focuses on providing grant management and compliance consulting services, internal audit services, and policy and procedure development support primarily for governmental, tribal, and not-for-profit entities. Individuals who thrive at Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus. Responsibilities: * Supports project start-up and planning activities, such as conducting research of compliance or other requirements (federal, state, grant-specific, etc.) and documenting results. * Performs detailed grant compliance testing including reviewing financial reports/invoices and conducting desk reviews. * Works collaboratively with clients to understand current business practices, identify opportunities for improvement, assist in defining new processes, and assist in drafting policies and procedures. * Conducts detailed transaction testing for compliance with established criteria and requirements. * Attends client interviews/meetings, reviews client documents/reports, performs a variety of analysis/testing procedures, and assists in compiling information such as draft findings and recommendations and process memos. * Supports consulting activities that include conducting interviews, reviewing documents, performing a variety of analysis, and assisting in preparing client deliverables such as findings, recommendations, and draft and final reports. * Reviews their own documentation/work for accuracy. * Occasionally travels to client locations, firm training, or industry conferences. Qualifications: * Bachelor's degree in accounting/related field or equivalent experience preferred * Master's in accounting, MBA or MPA and technology related coursework highly desired * Minimum of 1 year of related experience, preferably working with government (city, county, special purpose or state), or not-for-profits * Ability to understand problems, think critically, and identify creative solutions; organize information and exercise well-reasoned judgement * Strong verbal and written communication skills, with the ability to write reports and prepare findings. Demonstrate confidence in decision making and poise in professional setting * Ability to take direction, works independently to prioritize work, establish goals, and produce quality work * Strong organizational skills; able to effectively prioritize assignments and competing deadlines in a fast-paced environment. Deadlines may be daily, weekly and monthly * Ability to quickly adapt to a changing work environment, including use of software, systems, and technology * Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, and SharePoint) * Willingness and ability to travel up to 30% Moss Adams is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities. Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact *********************. Certain jurisdictions in the United States require employers to disclose the pay range in job postings. This is the typical range of pay for the position. Actual compensation may depend on factors such as qualifications, work experience, skills, and geographic location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page. #LI-MD1

Transaction Services Manager (Job Number: 28209) Employee Status: Regular Schedule: Full Time Primary Location: Denver, CO Other Locations: Pasadena, CA, New York, NY, Woodland Hills, CA, Spokane, WA, San Diego, CA, Orange County, CA, Walnut Creek, CA, El Segundo, CA, Tacoma, WA, San Francisco, CA, Dallas, TX, Seattle, WA, Silicon Valley, CA, Portland, OR, Houston, TX Description At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our clients, and about our communities. Here, you'll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm's size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you'll have fun while solving complex and interesting business challenges. Introduction to the team Members of our Transaction Services group will work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A activities. Members will routinely work directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries. What sets us apart from other Transaction Services teams? Development: We develop our people through on-the-job training. We have an “open door” policy, and you will receive training from all levels up to Partner. Growth potential is merit-based, which means you have increased flexibility and control over your career. Due to our middle market focus, we have smaller team sizes leading to more meaningful contributions for each team member. Experiences: Our people are exposed to a wide variety of industries but also have exposure to leadership within Moss Adams as well as our client management teams. We have offices in 30+ locations and our TAS team works as one-firm; meaning you'll get to work with colleagues from all offices and clients both domestic and international. Work/life balance: Work/life balance and diversity in experiences is a pillar of the Moss Adams culture. While serving and executing on our clients is always top of mind, being cognizant of the life you live outside of work is one that is recognized as just as important to your overall growth. Investing in our people: Moss Adams leads with a West mindset and is proactive with employee initiatives. We have support initiatives for a variety of causes and Moss Adams takes a proactive approach to engaging all employees in meaningful conversations that move the firm forward. Individuals who thrive at Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus. Responsibilities: Engagement management with clients includes routinely working directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries Work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A activities Responsible for all aspects of deal execution including sourcing and managing client relationships, analysis and execution of client deliverables and coaching and managing other team members, Coordinate services as needed with other practice areas of the firm Build relationships with existing clients, including involvement in networking and business development activities Provide both leadership and supervision to Staff and Seniors Qualifications: Bachelor's degree with a major in accounting or related field required, CPA Preferred Minimum of 5 years of related experience required with at least two years experience supervising and training Proven experience leading transaction services or Assurance/External Audit engagement teams at a large national professional services firm preferred Must have the ability to analyze complex business and transaction situations Proven experience in managing multiple client engagements simultaneously and learning new business quickly with strong motivation to meet client deadlines and provide excellent client service Strong verbal and written communication skills including the ability to effectively present to large or small groups Self-directed professional with strong interpersonal skills and marketing abilities required Strong project management/organizational skills; able to effectively prioritize assignments and competing deadlines in a fast paced environment Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook, and SharePoint) with strong Excel skills Ability to travel as needed, approximately 15% Moss Adams is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities. Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact *********************. Certain jurisdictions in the United States require employers to disclose the pay range in job postings. This is the typical range of pay for the position. Actual compensation may depend on factors such as qualifications, work experience, skills, and geographic location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page. Compensation Range: Washington State - $114,000 -$165,000 California State - $122,000 -$180,000 Colorado State - $114,000 -$160,000 New York State - $114,000 -$170,000

Mergers & Acquisitions (M&A) Tax Senior (Job Number: 28370) Employee Status: Regular Schedule: Full Time Primary Location: Orange County, CA Other Locations: Pasadena, CA, New York, NY, Woodland Hills, CA, Spokane, WA, San Diego, CA, Denver, CO, Walnut Creek, CA, El Segundo, CA, Tacoma, WA, San Francisco, CA, Dallas, TX, Phoenix, AZ, Seattle, WA, Silicon Valley, CA, Portland, OR, Houston, TX Description At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our clients, and about our communities. Here, you'll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm's size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you'll have fun while solving complex and interesting business challenges. Introduction to the team Our Mergers and Acquisitions practice works with owners and investors to help them ease their tax burden and quantify tax exposures in a wide range of transactions, including buy-side and sell-side, restructuring, taxable and tax-free transactions. We provide our clients with tax due diligence, tax structuring, quantitative tax modeling services, transaction agreement review and consultation and tax technical support. Individuals who thrive at Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus. Responsibilities: Assist Managers and Partners in engagement management of clients, conducting financial due diligence on middle-market companies in a variety of industries Work directly with client leaders and alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A tax activities Conduct analytical reviews of data and prepare findings Create draft reports for management review Research issues that arise during the course of engagement Build relationships with existing clients, including involvement in networking and business development activities Provide both leadership and supervision to Staff Qualifications: Bachelor's degree with a major in accounting or related field required Master's degree in Taxation or JD with LLM in taxation preferred CPA or licensed attorney preferred. If not a CPA or licensed attorney, must meet educational requirements to obtain CPA or attorney license in state of employment upon hire Minimum of 2 years of related experience required preferably with a public accounting firm or law firm Previous experience in tax due diligence and merger and acquisitions tax consulting preferred Must have the ability to analyze complex business and transaction situations Must have the ability to work on multiple engagements simultaneously and learn new business quickly Strong project management and organizational skills Strong Microsoft Excel skills Strong presentation skills and marketing abilities are required Excellent interpersonal and verbal & written communication skills Must be willing and able to travel to client locations up to 50% Here, you'll be challenged and rewarded for leadership, technical excellence, and inspired perspectives. That's why we offer opportunities to build your skills and explore your career in a supportive environment. At Moss Adams, where you take your career is up to you. Moss Adams is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities. Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact *********************. Certain jurisdictions in the United States require employers to disclose the pay range in job postings. This is the typical range of pay for the position. Actual compensation may depend on factors such as qualifications, work experience, skills, and geographic location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page. Compensation Range: Washington State- $110,000 - $175,000 California State - $110,000 - $185,000 Colorado State - $110,000 -$175,000 New York State- $110,000 -$185,000

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, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Tax Senior Manager, Private Wealth to join our growing High Net Worth Texas Tax practice! Our Private Wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners. We help company executives, business owners, affluent families and family offices, estates, and trusts in managing, preserving and transitioning wealth. Our consulting professionals provide comprehensive strategic income, trust, estate and gift tax, succession planning, valuation and international tax services. You will enjoy this role if: * You like being your client's personal advisor and collaborating with their other advisors such as, attorneys, bankers and investment advisors to create an integrated, holistic approach to managing and enhancing their wealth at all stages of their lives. * You crave a leadership opportunity with a well-established high net wealth practice that continues to achieve tremendous growth. * You want to be part of firm is invested in your success by providing the resources and support to continually sharpen your technical skills and build your career now, for tomorrow. What you'll do: * Provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities: * Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns * Lead multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation skipping tax * Advise and make recommendations to clients on business succession planning * Build on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situations * Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met * Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients * 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 Successful candidates will have: * An undergraduate degree in Accounting or related field required * CPA, MST or JD/LLM required * Eight (8) + year(s) experience in tax return review and planning for wealthy individuals, family members and their trusts, investment entities, and private businesses. This includes strong experience in personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities, partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filer * Two (2)+ year(s) of supervisory experience, mentoring and counseling associates desired * Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects. * Eligibility to work in the U.S., without sponsorship, highly preferred "The compensation range for this role is $122,300 to $231,870. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location." #LI-JM3 #LI-hybrid

Mergers & Acquisitions (M&A) Tax Manager (Job Number: 28369) Employee Status: Regular Schedule: Full Time Primary Location: Orange County, CA Other Locations: Pasadena, CA, New York, NY, Woodland Hills, CA, Spokane, WA, San Diego, CA, Denver, CO, Walnut Creek, CA, El Segundo, CA, Tacoma, WA, San Francisco, CA, Dallas, TX, Phoenix, AZ, Seattle, WA, Silicon Valley, CA, Portland, OR, Houston, TX Description At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our clients, and about our communities. Here, you'll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm's size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you'll have fun while solving complex and interesting business challenges. Introduction to the team Our Mergers and Acquisitions practice works with owners and investors to help them ease their tax burden and quantify tax exposures in a wide range of transactions, including buy-side and sell-side, restructuring, taxable and tax-free transactions. We provide our clients with tax due diligence, tax structuring, quantitative tax modeling services, transaction agreement review and consultation and tax technical support. Individuals who thrive at Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity and Results Focus. Responsibilities: Develop and serve as a firm technical resource for the U.S. federal income tax aspects of due diligence and mergers and acquisitions Solve complex tax, accounting and business issues, with a focus on developing tax structures and providing tax due diligence services for buy-side and sell-side transactions Analyze target-company tax information to understand historical trends, quantify historic and future tax exposures, identify planning opportunities and participating in interviews with tax and accounting service providers and management Prepare efficient tax structures for mergers and other corporate reorganizations Tax impact modeling to quantify attribute availability, basis step-up, and structural impact on client and target tax profile Leverage technical knowledge and experience to provide effective project management and practice development, delivering timely and responsive services and products that meet or exceed client expectations Assist with proposals and business development, including development of marketing materials Write and co-author technical articles for publication Develop and participate in public speaking opportunities at tax conferences and events Occasional domestic travel to visit clients and attend firm events Qualifications: Bachelor's in accounting or equivalent required; Master's degree in Taxation or JD with LLM in taxation preferred CPA required. If not CPA, must meet educational requirements to obtain license upon hire in state of employment Minimum 4 years of tax experience preferably with a public accounting firm or law firm Experience must include significant tax due diligence and merger and acquisitions tax consulting Significant experience working with private equity and strategic buyers and sellers Possess the ability to analyze complex business and transactional situations Experience supervising and training staff Strong project management and organizational skills Excellent interpersonal, verbal and written communication skills Ability to work effectively both as part of a team and independently Ability to handle multiple priorities, tasks and simultaneous projects Here, you'll be challenged and rewarded for leadership, technical excellence, and inspired perspectives. That's why we offer opportunities to build your skills and explore your career in a supportive environment. At Moss Adams, where you take your career is up to you. Moss Adams is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities. Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact *********************. Certain jurisdictions in the United States require employers to disclose the pay range in job postings. This is the typical range of pay for the position. Actual compensation may depend on factors such as qualifications, work experience, skills, and geographic location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page. Compensation Range: Washington State - $130,000 - 195,000 California State - $130,000 - 215,000 Colorado State - $130,000 - 195,000 New York State - $130,000 - 215,000