Cherry Bekaert jobs in Phoenix, AZ

- 33 jobs

Cybersecurity CMMC Senior Associate
Cherry Bekaert 4.6
Cherry Bekaert job in Phoenix, AZ
Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work (************************************************** , **Cherry Bekaert** delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today's toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. In support of our growing Information Assurance & Cybersecurity Solutions (************************************************************************ practice, we have an excellent opportunity for candidates with significant CMMC or FedRAMP experience working in a professional services firm or within corporate GRC, IT, Internal Audit, Cybersecurity, or Compliance teams to join us as a **Senior Associate** with the flexibility to sit in multiple offices throughout our footprint or possibly remote for the right resource consistent with delivery needs. In addition to being an early leader in building our CMMC practice, you will be involved in a variety of other engagements that IA/Cyber team provides, and you will be working significantly across a variety of consulting, governance, readiness assessments, risk management and remediation efforts, and attestation/certifications services for clients with the following areas of focus: + CMMC + FedRAMP, StateRAMP, TXRAMP + NIST (NIST 800-171, NIST 800-53) If you are an active learner with a growth mindset, good at managing clients and projects, want to be part of a growing team, use your existing knowledge sets and teach others, let's have a conversation. **What your days look like:** Senior Associates support the delivery of consulting and attestation services. As a Senior Associate you will help understand client needs, perform gap assessments, identify and document control environments, identify design or operating effectiveness gaps, vulnerabilities, audit exceptions, develop recommendations to management, and assist management with policy DocDev and controls implementations. Skill sets desired include the ability to: + Ensure effective project delivery, including quality control and oversight supervision, assisting with adequate planning, execution, and direction to manage to budget and to quality + Identify areas to improve project delivery (process improvement) + Regarding attestation and certification services delivery, support the development of strong work papers in conformance with the firm's methodology/standards and participation in report drafting + Maintain a strong client focus by understanding the client's business needs while developing productive working relationships with client personnel to accomplish project objectives + Multi-task across multiple clients and compliance standards, while still maintaining appropriate attention to detail + Work with (lead, teach, support, and communicate) offshore resources to deliver projects where practical and where available + Utilize your experiences to teach others in the practice on new approaches, execution strategies, compliance standards, etc. **What you need for this role:** + Bachelor's Degree, preferably in Information Security, Information Systems, Computer Science, Cybersecurity or Accounting + Relevant professional certification (CMMC CCA or passed CCA with pending background) + Minimum 2+ years of experience with controls assessments or consulting externally or leading internal controls implementation and/or SSP DocDev or attestation services for CMMC or FedRAMP + Willingness to learn and deliver, in a consulting and attestation services model, on compliance standards that you may have little to no experience with + Outstanding relationship management, written and verbal communication, as well as presentation skills + Ability to travel to client sites as need, not expected to exceed 25% **What you can expect from us:** + Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect + The opportunity to innovate and do work that motivates and engages you + A collaborative environment focused on enabling you to further your career growth and continuous professional development + Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing + Flexibility to do impactful work and the time to enjoy your life outside of work + Opportunities to connect and learn from professionals from different backgrounds and with different cultures **Benefits Information:** Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. **Pay Range:** $89,993 - $140,300 **About Cherry Bekaert** Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.
$90k-140.3k yearly 12d ago
Deal Advisory Senior Manager
Cherry Bekaert 4.6
Cherry Bekaert job in Phoenix, AZ
Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work (************************************************** , **Cherry Bekaert** delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today's toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. To support the continued growth of our Deal Advisory (*********************************************************************************** practice, an opportunity has been created for a **Senior Manager** to join our high performing team with the flexibility to sit in multiple offices throughout our footprint or possibly remote for the right resource. Our National Deal Advisory practice supports M&A activities of our Private Equity clients and strategic corporations across the US and internationally. Our services include buy-side due diligence, sell-side due diligence, working capital assistance, merger integration and optimization, divestitures and carve outs. Throughout 2024, our team advised on ~600 deal with an aggregate transaction value exceeding $19B. Our ideal candidate has demonstrated experience leading the execution of engagements and is equally as comfortable participating in strategic discussions with executive leaders as they are performing relevant deal analysis. If you're ready to join our team of seasoned, expert, nationally acclaimed and knowledgeable professionals - we're ready to hear from you! **As a Senior Manager, you will:** + Lead and manage buy-side and sell-side accounting and financial due diligence engagements + Develop relationships with clients and engage in effective interactions with target company executives + Perform quality of earnings and working capital analyses + Identify and evaluate matters that potentially impact enterprise value and the purchase or sales price + Identify and evaluate financial and operational trends of target companies + Communicate effectively, both verbal and written, our due diligence findings + Supervise multiple professionals and prioritize tasks, serving as a hands-on lead for engagements from inception to completion + Participate in performance reviews and new business development activities **What you bring to the role:** + Bachelor's Degree in Accounting (preferred), Finance or related business discipline + 8+ years within a professional services discipline, with 5+ years of direct experience in Financial Due Diligence and a foundation in audit, financial reporting, or CFO responsibilities (Big 4, National or large Regional CPA firm experience preferred) + Advanced Degree or relevant professional certification such as CPA or CFA preferred + Strong GAAP, data analysis/mining and critical thinking skills + Experience working with Private Equity groups preferred + Willingness to travel as needed (expected **What you can expect from us:** + Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect + The opportunity to innovate and do work that motivates and engages you + A collaborative environment focused on enabling you to further your career growth and continuous professional development + Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing + Flexibility to do impactful work and the time to enjoy your life outside of work + Opportunities to connect and learn from professionals from different backgrounds and with different cultures **Benefits Information:** Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. **Pay Range:** $159,400 to $247,900 **About Cherry Bekaert** Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.
$159.4k-247.9k yearly 12d ago
Office Services Assistant, Temporary
Baker Tilly Virchow Krause, LLP 4.6
Scottsdale, AZ job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities The Office Services Assistant provides general clerical and administrative office support assisting in daily office and operational needs of the business. Works closely with the Office Services Manager on a daily basis to ensure an organized office and assists associates to optimize processes and administrative business needs. * Sorts and delivers incoming, and outgoing mail, including accounts receivable bank drops * File, fax, scan, print and assemble documents. Assist with entering office expenses (fed ex, messenger services, invoices) * Possible travel -package pick-ups and drop-offs via USPS, UPS, and FedEx and food orders as needed * Provide reception coverage. Greet clients, answer office phones, receive and deliver documents to clients. * Ensure training rooms and conference rooms and over all office space is clean and organized. Assist in the set up or breaking down of tables, furniture, etc. * Schedule meetings and appointments. Schedule and prepare conference rooms. Assist with onboarding tasks and workspace readiness * Orders and stocks office supplies, stationary and breakroom supplies (coffee, soda, snacks) * Additional responsibilities as needed Qualifications * High School Diploma required * 1 to 3 years relevant experience required * Proficiency in Microsoft Office suite * Experience with office machines, including facsimile, high speed copier, multi-line phone and 10 key calculator preferred * Excellent customer service and client focused skills * Excellent organizational skills and ability to manage through competing priorities * Detail orientated and ability follow directions/procedures required, as well as prioritize calls and visitors * Ability to work independently to follow directions and procedures * Ability to work overtime and weekends as needed * Capable of safely lifting up to 25 lbs as needed
$32k-39k yearly est. Auto-Apply 11d ago
Talent Management Coordinator
Cliftonlarsonallen 4.4
Phoenix, AZ job
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.CLA is currently seeking a Talent Management Coordinator to join our team in the Phoenix/Tempe office. This pivotal role works as part of an integrated team to provide support in onboarding, supporting family member's inspired careers, and driving engagement and retention. The Talent Management Coordinator will provide timely and courteous service to clients and firm personnel with an ability to manage multiple tasks and maintain flexibility. Understanding and anticipating needs and delivering quality service will guarantee success. How you'll create opportunities in this Talent Management Coordinator role: Onboarding: Maintains connections with committed hires prior to their start date. Plans for their arrival including creating their first month's schedule in partnership with their supervisor, facilitating all new hire paperwork and ensuring all necessary equipment is prepared. Orientation: Facilitates region-wide orientation for new hires including essential information about the firm, policies and procedures, and technical topics. Talent Management: Supports the HR generalist team in planning for and coordinating roundtables. CLA Culture: Assists with driving participation in local engagement surveys and conducts check-ins and exit interviews with interns. What you will need: Human resource experience preferred but not required. High school degree or equivalent. Bachelor's degree preferred. Proficiency in Microsoft (MS) Windows and Office Products is necessary. Regular use of MS Word, MS Excel, MS Outlook, MS PowerPoint, CRM, Adobe, and other internal systems. Requires ability to quickly master new software applications as needed. Proficiency in Workday is preferred Our Perks: Flexible PTO (designed to offer flexible time away for you!) Up to 12 weeks paid parental leave Paid Volunteer Time Off Mental health coverage Quarterly Wellness stipend Fertility benefits Complete list of benefits here #LI-MK1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits click here.
$34k-42k yearly est. Auto-Apply 20d ago
Deal Advisory Manager (Healthcare)
Cherry Bekaert 4.6
Cherry Bekaert job in Phoenix, AZ
Ranked among the largest accounting and consulting firms in the country and consistently recognized as a **Great Place to Work (**************************************************** , **Cherry Bekaert** delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today's toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. Due to the sustained growth and success of our **Deal Advisory (************************************************************************************* practice, an opportunity has been created for a **Manager (Healthcare)** to join our team with the flexibility to sit in multiple offices throughout our footprint or possibly remote for the right resource. Our National Deal Advisory practice supports M&A activities of our Private Equity clients and strategic corporations across the US and internationally. Our services include buy-side due diligence, sell-side due diligence, working capital assistance, merger integration and optimization, divestitures and carve outs. Throughout 2024, our team advised on ~600 deal with an aggregate transaction value exceeding $19B. Our ideal candidate will have at least two years of demonstrated experience performing work across an array of M&A engagements in a large regional/national public accounting firm or related professional services consulting environment. If you're ready to join our team of seasoned, expert, nationally acclaimed and knowledgeable professionals - we're ready to hear from you! **What your day(s) will look like:** + Work closely with Partners and Directors to manage activities of buy-side and sell-side financial and tax due diligence engagements + Perform quality of earnings, quality of assets and working capital analyses by interviewing management, and analyzing & synthesizing data to identify historical and future financial and operational trends that provide insights in the deal negotiation process + Develop relationships with client's senior-leadership teams and target company executives + Communicate due diligence findings in a formal report + Supervise junior staff and provide performance review feedback **What you bring to the role:** + Bachelor's degree in Accounting (preferred), Finance or related business discipline + Active CPA license or in-progress required + 5+ years of professional services experience, with 2+ years of direct Healthcare diligence experience with providers and/or payers + Strong accounting, data analysis/mining and critical thinking skills + Effective communication skills (both oral and written) + Positive attitude, strong work ethic and excellent interpersonal/relationship building skills + Strong project management skills, ability to run multiple engagements at once + Advanced Excel and PowerPoint skills + Willingness to travel as needed (expected **What you can expect from us:** + Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect + The opportunity to innovate and do work that motivates and engages you + A collaborative environment focused on enabling you to further your career growth and continuous professional development + Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing + Flexibility to do impactful work and the time to enjoy your life outside of work + Opportunities to connect and learn from professionals from different backgrounds and with different cultures **Benefits Information:** Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. **Pay Range:** $117,800 to $183,100 **About Cherry Bekaert** Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.
$117.8k-183.1k yearly 12d ago
Associate - Summer 2026 - Phoenix, AZ
Cliftonlarsonallen 4.4
Phoenix, AZ job
We strive every day to exemplify our CLA values - curious, collaborative, transparent, inclusive, and reliable. We are looking for individuals who believe in accountability for one's actions, take the initiative to make their vision a reality and place honesty, professionalism, conscientiousness and trust above all else. CLA is dedicated to building a culture that welcomes different beliefs and perspectives, so we can truly know and help our clients, communities, and each other. Our Phoenix location is seeking Tax/Audit Associates. Come and see for yourself! PRIMARY RESPONSIBILITIES Prepares individual, corporate, partnership, and other types of tax returns. Performs audit, review, compilation, and other assurance services. Gains experience, exposure, and knowledge of procedures, workpapers and systems. Supports multiple client engagements on time and within budget, identifying issues and communicating progress. Expands industry knowledge, through greater exposure to peers, clients, and formal training opportunities. Completes research and special projects as needed. Communicates effectively with clients and CLA family members on a regular basis. MINIMUM REQUIREMENTS Bachelor's degree - Degree in Accounting or Finance strongly preferred. Eligible to sit for the CPA exam per state requirements. General knowledge of accounting principles and reporting of financial data. Willingness to learn new technologies. Proficient with Microsoft (MS) Windows and Office products. Reliable transportation and willingness to travel to client sites. #LI-EF1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits click here.
$35k-48k yearly est. Auto-Apply 59d ago
CAAS Controller - Family Office
Cliftonlarsonallen 4.4
Phoenix, AZ job
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. About the role: CLA is looking to hire a Controller for our Client Accounting and Advisory Service (CAAS) who can sit in our Phoenix, AZ offices. This role will support our growing Family Office practice. Our CAAS practice helps our clients transform their business with a collaborative approach that allows them to seamlessly mitigate risk, overcome challenges, meet deadlines, and identify personnel to help them with their workforce needs. As a Controller, you will: Assist the accounting team to record complex transactions Experience dealing with our growing Family Office Practice servicing high net worth individuals and families. Review complex account reconciliations prepared by the accounting team Complete the monthly, quarterly, and annual adjusting and closing process. Adhere to the client's organizational policies and procedures, federal and state policies and directives, and current accounting standards. Provide detailed review of the general ledger, financial statements and required work papers Prepare work papers for the independent auditors, if applicable Analyze and interpret financial information and regularly present to the client's leadership Develop budgets, analyze variances and implement corrective actions as needed Review payroll and payroll tax compliance What you will need: A BS degree in accounting or related field required. 6 years relevant work experience as a Controller or equivalent is required. Accounting back office experience is required. Relevant experience with high net worth individuals, Multiple entity and personal business management is preferred Experience with trusts highly preferred Public accounting experience preferred but not required. CPA certification is preferred but not required. Aptitude for developing and maintaining a thorough working knowledge of accounting software and systems. QuickBooks experience is preferred. Proficiency with applicable software (Microsoft Excel, Word, Outlook, etc). Ability to travel to local client sites. Our Perks: Flexible PTO (designed to offer flexible time away for you!) Up to 12 weeks paid parental leave Paid Volunteer Time Off Mental health coverage Quarterly Wellness stipend Fertility benefits Complete list of benefits here #LI-PG1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits click here.
$65k-76k yearly est. Auto-Apply 45d ago
Accounting Senior (CAAS - Nonprofit Industry)
Cliftonlarsonallen 4.4
Phoenix, AZ job
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. Our Perks: Flexible PTO (designed to offer flexible time away for you!) Up to 12 weeks paid parental leave Paid Volunteer Time Off Mental health coverage Quarterly Wellness stipend Fertility benefits Complete list of benefits here CLA is currently seeking an Accounting Senior with experience, to join our CAAS (Nonprofit Industry) group in our Pheonix, AZ, Boise, ID, or other listed office. Job Responsibilities: • Client Service: Develops an understanding of each client's business/organization operations. Competent in management of multiple clients, software, and chart of accounts on a daily, weekly, and monthly basis. • Day to Day Transactions: Leads coordination and processing of accounts payable, cash disbursements, accounts receivable, cash receipts and posting/recording of payroll transactions. • Month End Processing: Coordinates and reviews account reconciliations (i.e. prepaids, accounts receivable, fixed assets, accounts payable, and accruals.) Completes complex account reconciliations (investments, debt, industry specific, etc.) Prepares, understands, and reviews financial statements (basic to complex.) Reviews general ledger, cashflow, allocations, etc. Proactively creates process and procedure documentation and builds their own backup. • Other Quarterly/Annual Processing: Completes sales tax returns and Form 1099s and preparing audit workpapers, tax return workpapers, and other forms or items as requested by clients. • Oversee workflow and quality of work of Associates and Analysts. Supervise and ensure the efficiency and quality of work produced by Associates and Analysts. • Special Projects: Assists with projects for internal audit, due diligence, system selection, and other consultative projects. Job Requirements: • 2 years of relevant accounting and/or financial experience is required. • Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree. #LI-NM1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits click here.
$61k-72k yearly est. Auto-Apply 60d+ ago
Senior Wealth Advisor - Wealth Advisory - Phoenix
Clifton Larson Allen 4.4
Phoenix, AZ job
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. About the role: CLA is looking to hire a Senior Wealth Advisor to work in our Phoenix, AZ office. The Senior Wealth Advisor (SWA) serves as a relationship manager providing "Total Wealth Advisory" services to their clients. Total Wealth Advisory is a comprehensive service that revolves around a personal financial plan and includes advice on all of clients financial and tax needs. The SWA should have advanced knowledge in tax, investments, financial planning, insurance and estate and retirement planning. The SWA will manage a book of client relationships and will delegate work as appropriate. Essential Job Functions * Financial Planning: Gather data from clients in the planning process. Oversee and delegate financial planning work. Deliver financial plans to clients and make recommendations. * Client Support: Manage existing & new referral relationships. * Technical Competencies: Maintain a working knowledge/competency of appropriate systems applications utilized by firm. Proficient with Microsoft (MS) Office products, including Word, Excel, PowerPoint, Outlook, and Adobe. Requirements: Experience: Minimum of EIGHT (8) years of progressively responsible financial services experience. Education: Bachelor's degree in Accounting, Finance, or a related field. Certifications/Licenses: FINRA Series 65 or 66 Required. Existing Transferrable Book of Business Preferred. CFP certification or equivalent required. Relevant experience may be accepted in lieu of certification. Our Perks: * Flexible PTO (designed to offer flexible time away for you!) * Up to 12 weeks paid parental leave * Paid Volunteer Time Off * Mental health coverage * Quarterly Wellness stipend * Fertility benefits * Complete list of benefits here This role is eligible for discretionary bonuses based on company performance and other factors. #LI-MU1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits click here.
$96k-121k yearly est. Auto-Apply 60d+ ago
Manager/Director - National Accounting for Income Taxes
Cliftonlarsonallen 4.4
Phoenix, AZ job
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. Our Perks: Flexible PTO (designed to offer flexible time away for you!) Up to 12 weeks paid parental leave Paid Volunteer Time Off Mental health coverage Quarterly Wellness stipend Fertility benefits Complete list of benefits here CLA is growing and seeking to hire an experienced Manager/Director to join our talented National Accounting for Income Taxes team. The position offers growth, flexibility and a collaborative work environment. In this position you should have the following: excellent interpersonal skills with the ability to communicate at all levels. Strong problem solving and creative skills and the ability to exercise sound judgment. Most important, demonstrate a high level of integrity and dependability with a strong sense of urgency and results-orientation. How you'll create opportunities in this Manager/Director - National Accounting for Income Taxes role: Serve clients in a high impact manner, demonstrating command of a major area of specialization. Demonstrate deep technical skills and general industry knowledge. Excel at engagement management and operational excellence. Drive the global tax provision process and coordinate with specialists. Lead engagement teams and provide technical instruction. Manage client relationships and engagement metrics. Coordinate staffing with peers. Assist with business development opportunities. Travel expectation is 0% - 10%. What you will need: Education: Bachelor's degree in Accounting, Finance or related field required Experience: Six years of experience serving in a tax role required Certification/ Licenses: CPA certification. JD or EA (Enrolled Agent) may be accepted in lieu of CPA certification required Deep knowledge of FASB Subtopic ASC 740 and/or International Accounting Standard 12 - Income Taxes preferred ONESOURCE Tax Provision (OTP) or other similar provision software preferred Deep background in corporate US tax compliance and a high-level understanding of US international tax concepts preferred Management experience indicating organizational skills to plan, budget, and manage highly skilled teams across the country preferred Experience mentoring and developing associates / seniors from a technical and career perspective preferred Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. These same factors may cause starting pay to be below or above the posted range. Wage Range in NY is $124,000.00 - $252,387.00 USD Annual Wage Range in IL is $127,900.00 - $227,147.00 USD Annual Wage Range in MN is $127,900.00 - $218,735.00 USD Annual Wage Range in CO is $127,000.00 - $227,147.00 USD Annual Wage Range in CA is $124,000.00 - $252,387.00 USD Annual #LI-MM1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits click here.
$127.9k-227.1k yearly Auto-Apply 60d+ ago
Tax Senior Associate
Eide Bailly 4.4
Phoenix, AZ job
Work Arrangement: In-office or Hybrid Typical Day in the Life A typical day as a Tax Senior Associate might include the following: * Prepares individual, business and other types of tax returns for clients in various types of entities and industries. * Working with the tax team to ensure the various components of the tax process are performed -- including tax planning, client interaction and performing special tax projects. * Gathering relevant tax-related information from the client so an accurate tax return can be prepared. * Looking at tax situations from various angles to ensure the maximum tax benefit is applied. * Developing solutions and communicating those solutions to the engagement team and client. * Preparing accounting-related reports through a paperless office environment. * Trains and mentors lower-level employees in the tax department. * Attends training seminars, professional development and networking events. Who You Are * You have a Bachelor's degree in Accounting. * You have active CPA license or working towards obtaining CPA license preferred; Enrolled Agent (EA) certification also accepted. * You have 2-4 years of tax experience within public accounting. * You have a well-rounded knowledge of tax accounting principles and IRS regulations. * You actively stay up-to-date on the ever-changing tax industry's regulations and policies. * You are a self-starter who enjoys working independently and in a team environment. * You are able to focus on complex tasks and will quickly understand the firm's comprehensive compliance processes. 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 Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. Benefits Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. Next Steps We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page. For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws. #LI-AH1
$68k-94k yearly est. Auto-Apply 60d+ ago
Client Service Associate
Mariner Wealth Advisors 4.4
Scottsdale, AZ job
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, have a strong attention to detail, and want to be an important part of a growing team, then this opportunity is for you. The successful associate will be professional, caring, and genuinely demonstrate the highest level of client service. Responsibilities Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees Responsible for the day-to-day administrative duties of the office, including but not limited to coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting receptionist as needed Understand the client's overall business needs and help identify value-added services that Mariner Wealth Advisors can provide Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results Attend and participate in learning opportunities through client service associate meetings and internal resources made available through compliance, practice management, etc. Perform other duties as assigned Qualifications High school diploma required; bachelor's degree preferred Financial services experience or applicable internship experience Wealth management experience a plus Skills and Knowledge Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.) Experience with eMoney a plus Positive attitude toward client relations to provide exceptional, proactive client service Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail Strong verbal and written communication skills are essential to effective client relationships Highly organized with strong analytical skills Able to work in a team environment We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $47,000.00/year to $78,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI- EOE M/F/D/V
$47k-78k yearly Auto-Apply 39d ago
Manager/Director - National Exempt Tax
Cliftonlarsonallen 4.4
Phoenix, AZ job
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. Our Perks: Flexible PTO (designed to offer flexible time away for you!) Up to 12 weeks paid parental leave Paid Volunteer Time Off Mental health coverage Quarterly Wellness stipend Fertility benefits Complete list of benefits here CLA is growing and seeking to hire an experienced Manager/Director - National Exempt Tax to join our talented firm. The position offers growth, opportunities for advancement, flexibility and a collaborative work environment. In this position you should have the following: excellent interpersonal skills with the ability to communicate at all levels; strong leadership skills and the ability to manage a team of controversy professionals; problem solving and creative abilities, coupled with sound judgment; ability to manage multiple matters; strategic skills to build a practice; and high level of integrity and dependability with a strong sense of urgency and results-orientation. How you'll create opportunities in this Manager/Director - National Exempt Tax role: Serve tax exempt clients in the Healthcare, Higher Ed, and Nonprofit industries in a high impact manner, demonstrating command of a major area of specialization. Demonstrate deep technical skills and have the above related industry knowledge. Excel at engagement management and operational excellence. Assist clients with meeting their tax and day to day compliance needs. Research and draft technical tax memoranda on various tax issues for clients. Review and sign a variety of exempt organization returns and serve as a subject matter expert when appropriate. Develop and mentor staff and oversee client engagement teams. What you will need: Bachelor's Degree in Accounting, Finance, or a related field Minimum of 6 years of experience serving in a tax role with public accounting and/or professional services firm Experience specializing in tax exempt organizations preferred CPA required (JD or Enrolled Agent (EA) may be accepted in lieu of CPA certification) #LI-MM1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits click here.
$68k-79k yearly est. Auto-Apply 53d ago
Transaction Services Senior
Moss Adams 4.8
Phoenix, AZ job
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
$102k-135k yearly Auto-Apply 1d ago
Senior Sage 100 Consultant - Manager
Cherry Bekaert 4.6
Cherry Bekaert job in Phoenix, AZ
**The Role** Provide friendly on site and remote support for our clients using Sage ERP accounting software. Investigate and resolve Sage ERP user application questions and issues. Assist in the sales support cycle, training, planning and consulting of new installations, implementations and upgrades. _Support of Sage 100 Software:_ Provide on-site, and remote support to users of Sage ERP software applications. Research source of errors, resolve problems and recommend program changes. Answer client inquiries in regard to specific software such as Sage ERP, database, printing and operating systems. Help in teaching procedures and answer all client requests for information. Correction of client technical problems including those that may impact data files on client systems. **Installation & Implementation of Sage ERP Accounting Software:** Manage new installations of Sage ERP application and peripheral software at client site. Test for compatibility and proper function of applications including Sage authorized third party software products (Crystal Reports and Sage Intelligence). Plan, manage and execute software installations and upgrades. Migrate client data from other accounting systems. Effectively present information and respond to questions from groups of managers, clients, customers and the public. Define problems, collect data, establish facts, and draw valid conclusions. Interpret an extensive variety of technical instructions in written and verbal form and deal with abstract and concrete variables. _Data Import / Export and Report Writer:_ Assist in the design or creation of on-going data imports and exports of data. Create custom reports using programming language or reporting tools, such as Crystal Reports, Excel and SQL Queries. _Product Demonstration / Sales:_ Assist sales staff with product demonstrations to potential customers. Must be able to assess prospect's business needs and show how software will work / solve issues. Always be on the lookout for prospective sales opportunities when working with clients. Recommend new / additional products and pursue the sales opportunity or refer to sales staff. **Qualifications:** To perform this job successfully, an individual must be able to manage each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position requires creative skills typically demonstrated by imagination or intellect involved with the analysis of highly technical problems within client systems. This individual must be capable of drawing independent conclusions leading to the successful implementation of problem-solving techniques. The position requires continuous exercise of discretion and independent judgment based upon the special skills and knowledge described herein. + **Requirements:** Minimum 7 (recent) years' experience implementation & integration support of Sage ERP + Bachelor's Degree Required (MBA or CPA preferred) + Sage Certification(s) highly preferred + Ability to travel up to 30% **What you can expect from us:** + Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect + The opportunity to innovate and do work that motivates and engages you + A collaborative environment focused on enabling you to further your career growth and continuous professional development + Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing + Flexibility to do impactful work and the time to enjoy your life outside of work + Opportunities to connect and learn from professionals from different backgrounds and with different cultures **Benefits Information:** Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. **Pay Range:** Pay Range $84,000 to $164,800 **About Cherry Bekaert** Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.
$84k-164.8k yearly 12d ago
HNW Tax Principal
Baker Tilly Virchow Krause, LLP 4.6
Scottsdale, AZ job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you looking to join an entrepreneurial firm which is one of the fastest growing in the US - one where you will be the "go to" high net worth tax expert? Are you inspired to lead a practice, lead people and make a difference for your clients? If yes, consider joining Baker Tilly as a High Net Worth Tax Principal! 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 work side-by-side with firm leadership and will be a valued mentor and coach to a group of talented staff. Baker Tilly has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field. What you will do: * Lead 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 - applying them to complex situations * Manage client engagement staffing, billings/collections, and ensure client profitability targets are met * Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue * Invest in your professional development individually and through participation in firm wide learning and development programs * Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Successful candidates will have: * An undergraduate degree in accounting or law required * CPA or JD required * Experience as a leader in a public accounting firm in the Tax space, ideally in an equity-holding role * Demonstrated track record of client success in the Chicago area * Ten (10)+ years' experience in tax planning and consulting 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 * Six (6)+ years supervisory experience, mentoring and counseling associates * 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
$93k-134k yearly est. Auto-Apply 25d ago
Transaction Services Senior Manager
Moss Adams 4.8
Phoenix, AZ job
Transaction Services Senior Manager (Job Number: 28213) Employee Status: Regular Schedule: Full Time Primary Location: Denver, CO Other Locations: Pasadena, CA, Salt Lake City, UT, New York, NY, Woodland Hills, CA, Spokane, WA, San Diego, CA, Orange County, CA, Walnut Creek, CA, Tacoma, WA, Wenatchee, WA, San Francisco, CA, Dallas, TX, Phoenix, AZ, Yakima, WA, Tri-Cities, WA, Stockton, CA, Seattle, WA, Santa Rosa, CA, Silicon Valley, CA, Sacramento, 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. 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, Seniors and Managers Qualifications: Bachelor's degree with a major in accounting or related field required Minimum of 7 years of related experience required Previous experience in a public accounting firm preferred CPA preferred. If not a CPA, must meet educational requirements to obtain CPA license upon hire in state of employment Proven experience leading transaction services or Assurance/External Audit engagement teams at a large national professional services firm preferred Proven market facing skills required to develop new business and sustain existing excellent client relationships Minimum of 4 years of supervisory and training experience Proven experience managing multiple client engagements Strong project management and organizational skills Excellent Microsoft Excel skills Strong analytical, presentation and marketing skills required Must be willing and able to travel to client locations up to 50% Excellent interpersonal and verbal & written communication skills 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 - $163,000 -$220,000 California State - $175,000 -$240,000 Colorado State - $163,000 -$215,000 New York State - $163,000 -$230, 000
$175k-240k yearly Auto-Apply 1d ago
Talent Management Coordinator
Clifton Larson Allen 4.4
Phoenix, AZ job
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. CLA is currently seeking a Talent Management Coordinator to join our team in the Phoenix/Tempe office. This pivotal role works as part of an integrated team to provide support in onboarding, supporting family member's inspired careers, and driving engagement and retention. The Talent Management Coordinator will provide timely and courteous service to clients and firm personnel with an ability to manage multiple tasks and maintain flexibility. Understanding and anticipating needs and delivering quality service will guarantee success. How you'll create opportunities in this Talent Management Coordinator role: * Onboarding: Maintains connections with committed hires prior to their start date. Plans for their arrival including creating their first month's schedule in partnership with their supervisor, facilitating all new hire paperwork and ensuring all necessary equipment is prepared. * Orientation: Facilitates region-wide orientation for new hires including essential information about the firm, policies and procedures, and technical topics. * Talent Management: Supports the HR generalist team in planning for and coordinating roundtables. * CLA Culture: Assists with driving participation in local engagement surveys and conducts check-ins and exit interviews with interns. What you will need: * Human resource experience preferred but not required. * High school degree or equivalent. Bachelor's degree preferred. * Proficiency in Microsoft (MS) Windows and Office Products is necessary. * Regular use of MS Word, MS Excel, MS Outlook, MS PowerPoint, CRM, Adobe, and other internal systems. * Requires ability to quickly master new software applications as needed. * Proficiency in Workday is preferred Our Perks: * Flexible PTO (designed to offer flexible time away for you!) * Up to 12 weeks paid parental leave * Paid Volunteer Time Off * Mental health coverage * Quarterly Wellness stipend * Fertility benefits * Complete list of benefits here #LI-MK1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits click here.
$34k-42k yearly est. Auto-Apply 19d ago
Tax/Audit Interns - Fall 2026 - Phoenix, AZ
Cliftonlarsonallen 4.4
Phoenix, AZ job
We strive every day to exemplify our CLA values - curious, collaborative, transparent, inclusive, and reliable. We are looking for individuals who believe in accountability for one's actions, take the initiative to make their vision a reality and place honesty, professionalism, conscientiousness and trust above all else. CLA is dedicated to building a culture that welcomes different beliefs and perspectives, so we can truly know and help our clients, communities, and each other. Our Phoenix location is seeking Tax/Audit Interns. Come and see for yourself! PRIMARY RESPONSIBILITIES Prepares individual, corporate, partnership, and other types of tax returns. Performs audit, review, compilation, and other assurance services. Gains experience, exposure, and knowledge of procedures, workpapers and systems. Supports multiple client engagements on time and within budget, identifying issues and communicating progress. Expands industry knowledge, through greater exposure to peers, clients, and formal training opportunities. Completes research and special projects as needed. Communicates effectively with clients and CLA family members on a regular basis. MINIMUM REQUIREMENTS Working towards the achievement of a bachelor's degree - Degree in Accounting or Finance strongly preferred. Achieving credit requirements to be eligible to sit for the CPA exam per state requirements. General knowledge of accounting principles and reporting of financial data. Willingness to learn new technologies. Proficient with Microsoft (MS) Windows and Office products. Reliable transportation and willingness to travel to client sites. #LI-EF1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits click here.
$34k-45k yearly est. Auto-Apply 60d+ ago
Risk Advisory Intern - Summer 2026 - Phoenix, AZ
Cliftonlarsonallen 4.4
Phoenix, AZ job
We strive every day to exemplify our CLA values - curious, collaborative, transparent, inclusive, and reliable. We are looking for individuals who believe in accountability for one's actions, take the initiative to make their vision a reality and place honesty, professionalism, conscientiousness and trust above all else. CLA is dedicated to building a culture that welcomes different beliefs and perspectives, so we can truly know and help our clients, communities, and each other. Our Phoenix location is seeking Risk Advisory Interns. Come and see for yourself! PRIMARY RESPONSIBILITIES Delivers high level of client service through positive interactions with clients in multiple industries, CLA staff and external entities that serve the client(s). Demonstrate awareness, understanding of client's technical environment and business processes through discussions and review of available information with an emphasis on controls relevant to the business, network, security devices, servers and end-user computing devices. Documents supporting audit evidence in alignment with firm standards. Knowledge of internal controls with ability to identify key risks and mitigating controls. Communicates status of project including issues that need immediate attention to appropriate team member. MINIMUM REQUIREMENTS Working towards the achievement of a bachelor's degree - Degree in Accounting, Finance Management Information Systems strongly preferred. Working to obtain CPA, CIA, CISA, CRISC and/or CISSP certification preferred. General knowledge of accounting principles and reporting of financial data. Willingness to learn new technologies. Proficient with Microsoft (MS) Windows and Office products. Reliable transportation and willingness to travel to client sites. #LI-EF1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits click here.
$52k-75k yearly est. Auto-Apply 60d+ ago

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