Deal Advisory Senior Manager
Senior manager job at Cherry Bekaert
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.
SALT Senior Manager - Income/Franchise
Senior manager job at Cherry Bekaert
Cherry Bekaert has been proudly providing Accounting and Advisory services to our clients for over 75 years. As a State and Local Tax (SALT) Senior Manager you will have the opportunity to work within the National Specialty Tax Practice of Cherry Bekaert.
As a key member of the team, you will work closely with the National SALT Practice Leader playing an integral role implementing various SALT initiatives. Additionally, the Senior Manager will participate in developing the vision, strategies, and action plans to continue the growth of this Practice that serves all Cherry Bekaert offices throughout the nation.
_The successful candidate will interact collaboratively with partners and staff and be responsible for the delivery of state and local tax services for multiple clients in a wide variety of industries by innovative tax planning, consulting, and compliance expertise. Other important responsibilities include contributing to practice development and business development activities as well as supervising and developing staff on a firm-wide basis._
**Primary Responsibilities Include:**
**_Tax Consulting, Research and Compliance_**
+ Deliver a full range of multi-state and local tax consulting services, addressing various issues primarily in the income/franchise area
+ Identify opportunities to minimize clients' multi-state tax burden through optimal filing methods, exemptions, credits/incentives, structuring alternatives, etc.
+ Research complex state and local tax issues using state statutes, regulations, case law and other relevant authorities/guidance.
+ Draft tax technical memorandums, client correspondence and other various work products.
+ Conduct nexus reviews and work with clients to remediate tax exposure.
+ Provide state and local audit defense assistance to clients.
+ Provide technical assistance to the tax compliance function in order to ensure accuracy and completeness.
+ Provide quality control reviews of select SALT returns prepared by core tax team.
+ Develop and deliver SALT training throughout the firm.
+ Develop external webinars on various SALT topics for delivery to clients and targets.
+ Provide significant contributions to the writing and publishing of SALT articles and participation in public speaking engagements.
+ Drive growth of the income/franchise practice through identification and execution of targeted initiatives.
+ Keep abreast of significant current developments and new legislation within multi-state income/franchise taxation.
+ Analyze and provide written summaries of significant developments to be used for Cherry Bekaert newsletters and website postings.
+ Identify developments having a potentially significant impact on client base, and follow up with internal and/or external communications as deemed appropriate.
+ Take responsibility for subordinates' activities and chargeability. Effectively delegate and manage work given to staff.
**What you need for this role:**
+ Bachelor's degree in Accounting
+ CPA and/or JD; Masters in Taxation (MST) or LLM in Taxation
+ Minimum of 8 years of progressive State and Local Tax consulting and/or compliance experience in a Big 4 or large public accounting firm.
+ Strong tax research and writing skills.
+ Solid organizational skills with a demonstrated ability to multi-task.
**What you can expect from us:**
+ Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect
+ The opportunity to innovate and do work that motivates and engages you
+ A collaborative environment focused on enabling you to further your career growth and continuous professional development
+ Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing
+ Flexibility to do impactful work and the time to enjoy your life outside of work
+ Opportunities to connect and learn from professionals from different backgrounds and with different cultures
**Benefits Information:**
Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
**Pay Range:**
$138,900-$216,000
**About Cherry Bekaert**
Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit *******************************
Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.
This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.
Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.
Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook.
© 2025 Cherry Bekaert. All Rights Reserved.
Manager, Workforce Planning
New York, NY jobs
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.
The Workforce Planning Manager position is a strategic and critically important role at Armanino. As a Professional Services firm, managing our changing workforce in a dynamic and competitive environment impacts Armanino's ability to deliver outstanding services to our customers. This role will partner closely with Business Unit leaders, Human Resources, Finance and Executives to guide the business to reach the optimal level of staffing and matching the supply of talent with the demand from a growing customer base.
Job Responsibilities
* Establish, implement and educate business partners on a systematic and disciplined workforce planning and prioritization process
* Lead the development of insightful, data-driven solutions and implement scalable workforce planning tools and technology
* Analyze business strategies and business-led workforce planning activities to identify talent implications and opportunities to improve planning consistency and standardization
* Develop compelling, logically structured presentations and deliverables to communicate workforce planning strategies to senior leadership
* Serve a key partner to functional leadership to develop and manage national workforce plan demand for a global mix of FTEs, contingent roles, and alternate sourcing (BPOs) based on business and resource needs
* Drive resolution and/or mitigation of current and anticipated workforce challenges, analyzing and identifying critical workforce requirements necessary to execute strategic business plans
* Develop productive partnerships across Talent, Finance and business units to serve as a trusted advisor on firmwide workforce planning activities, including annual Budget cycles and establishment of a rolling financial forecast.
* Continuously lead and engage Business Leaders, Finance and Talent Acquisition on position prioritization before requisition creation
* Effectively gather and interpret internal/external data trends and insights to assess talent gaps, forecast needs and model future scenarios to inform leadership decision-making
* Create and drive the approach on performance improvement based on reporting. Define and track workforce metrics aligned with the firmwide workforce strategy and long-term plan
Requirements
* Bachelors degree in applicable field or equivalent work experience.
* Minimum 5 years of work experience in workforce planning, personnel modeling or capacity planning
* Strong strategic workforce advisor background with experience operating in a complex organization with a record of delivering results
* Exceptional collaboration, influencing, and partnership skills with ability to drive consensus at various levels in cross-functional teams to drive actionable results
* Ability to articulate complex messages in a clear, concise way to a variety of audiences; calm under pressure and ability to pivot with unexpected challenges
* Excellent problem-solving skills, ability to solve new problems with innovative solutions
* Deep understanding of strategy development, design, and implementation of cross-functional initiatives related to personnel, staffing and long- range planning
* Strong analytical skills and the ability to interpret qualitative and quantitative workforce data and synthesize meaningful and actionable results
* Ability to identify technology solutions and tools to solve business problems, drive desired outcomes and present approaches through data driven storytelling
* Ability to handle multiple priorities with a high degree of flexibility and accountability
* Flexibility to work from home while collaborating in person half the time.
Preferred Qualifications
* Master's degree in Finance, Business Administration, HRIS or related field
* Experience with Microsoft Copilot, Generative AI, and Machine Learning Models
* Experience with Workday, Workday HCM, Workday Adaptive Planning
* Experience with Microsoft BI Suite or similar Data Visualization tools
* Workforce Planning experience in a professional services industry with larger ($500m+ / yr) firm
"Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.
Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.
Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract.
Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $134,000 - $157,600. For Illinois residents, Washington residents, New York residents, and Southern California residents, the compensation range for this position: $147,400 - $173,400. For Northern California residents, the compensation range for this position: $154,000 - $181,200. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.
Armanino has a robust offering of benefits, including:
* Medical, dental, vision
* Generous PTO plan and paid sick time
* Flexible work arrangements
* 401K with Profit Sharing
* Wellness program
* Generous parental leave
* 11 paid holidays
For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance
To view our Consumer Notice at Collection for job applicants, please visit: ****************************************************
We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
Auto-ApplyWorkday Senior Manager, PSA
New York, NY jobs
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.
We are looking for an experienced and client-focused Workday Sr Manager to join our team. As a Workday Sr Manager, you will have the opportunity to wear multiple hats and help shape the vision of our newly formed Workday Financials Practice. You will be responsible for implementing Workday Financial solutions, working directly with clients, and providing expertise in Workday Financial functionality. Your consulting experience, in-depth knowledge of Workday Financials, and client relationship management skills will contribute to the success of our projects. The ideal candidate has an entrepreneurial spirit with positive energy to drive to achieve results, a growth mindset, and a focus on innovation.
Responsibilities:
* Collaborate with clients to understand their business requirements and translate them into effective Workday Financials solutions.
* Configure and implement Workday Financials modules
* Conduct fit-gap analysis to identify areas of customization and develop solutions to address client-specific requirements.
* Advise clients on best practices for Workday Financials implementation and provide recommendations for system optimization.
* Design and build Workday reports, dashboards, and analytics to meet client reporting needs.
* Support client and data conversion teams in converting legacy data into Workday.
* Support integration teams in helping configure and test integrations between Workday and other systems.
* Assist in defining testing strategies, creating test scripts, and conducting system testing.
* Provide end-user training on Workday functionality and assist with change management activities.
* Troubleshoot and resolve issues during the implementation and post-implementation phases.
* Stay updated on the latest Workday releases, features, and functionality, and share knowledge with the team.
* Contribute to the continuous improvement of internal processes, tools, and methodologies.
* Assist in pre-sales activities, including participating in demos, proposals, and client presentations.
Requirements:
* Bachelor's degree in business, Accounting, Finance, Information Systems, or a related field (or equivalent work experience).
* Minimum of 7 years' experience as a Workday consultant, with a focus on Workday Financial implementations.
* Collaborating with cross-functional teams to ensure seamless integrations between human resources and other departments.
* Workday Financials, report writing certification(s) demonstrating expertise in Workday financials functionality or ability to obtain and retain appropriate certifications.
* Consulting background or experience working for a consulting firm or in a client-facing role.
* Strong analytical and problem-solving skills to understand complex business processes and translate them into Workday solutions.
* Knowledge of Workday security and role-based permissions.
* Experience with data conversion and migration in Workday.
* Excellent communication and presentation skills, with the ability to effectively convey technical information to non-technical stakeholders.
* Ability to work collaboratively in a team environment and effectively manage client relationships.
* Ability to travel to client sites 10% of the time
* Flexibility to work from home while collaborating in person half the time.
"Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.
Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino's employees to perform their job duties may result in discipline up to and including discharge.
Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract.
Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $160,700 - $217,300. For Illinois residents, Washington residents, New York residents, and Southern California residents, the compensation range for this position: $176,800 - $239,000. For Northern California residents, the compensation range for this position: $184,800 - $249,900. Compensation may vary based on skills, role, and location.
Armanino has a robust offering of benefits, including:
* Medical, dental, vision
* Generous PTO plan
* Flexible work arrangements
* 401K with Profit Sharing
* Wellness Program
* Generous parental leave
* 11 paid holidays
For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for
Hiring Ordinance.
To view our Consumer Notice at Collection for job applicants, please visit: ****************************************************
We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
Auto-ApplyHealthcare Reimbursement - Consulting Sr. Manager
Cleveland, OH jobs
Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.
Our senior care healthcare consulting team focuses on our clients' critical business needs. Our team works with post-acute providers including SNFS, Hospice, HHA, ICF, etc. From reimbursement strategy to operations and everything in between, our integrated solution approach is designed to help enable and manage growth, leverage resources, and mitigate costs and risks. At Plante Moran, we have the privilege of serving clients and providing consultative services as they face challenges and seek new opportunities.
Your role.
Your work will include, but not be limited to:
Lead and manage strategic engagements focused on preparation of Medicaid and Medicare cost reports
Prepare, review, and analyze SNF, Home Health & Hospice Medicare and Medicaid cost reports in accordance with Federal and State regulations
Analyze client financial and operating data in order to identify opportunities to optimize reimbursement rates for clients, while also understanding the clients' operational data from a staffing and expense management standpoint
Provide client accounting assistance as requested
Drive top-line revenue for clients in maximizing reimbursement Supervise and coordinate activities of consulting staff
Build and manage client relationships, including practice development activities
The qualifications.
Bachelor's degree in Accounting or Finance required.
CPA highly preferred
10 years of experience in post- acute healthcare reimbursement including Medicare, Medicaid, and cost reporting
Strong background in accounting and financial analysis, with the ability to identify variances and identify opportunities to improve processes & procedures
Proficient technical skills, including those required to be proficient with financial accounting and reporting systems and MS Office
Ability to exercise extreme confidentiality and effectively communicate with client personnel
Staff members working onsite at healthcare clients will be required to have updated immunizations per client compliance requirements with federal workplace safety guidelines
Ability to travel approximately 10-15%
It is preferred that candidates would reside in the Cleveland or Columbus, Ohio or the Chicago area. Fully remote workers would be in consideration
This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.
What makes us different?
On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's “100 Best Companies to Work For,” and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now.
Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.
Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer.
Plante Moran maintains a drug-free workplace.
Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.
The specific statements above are not intended to be all-inclusive.
For Colorado & Illinois Applicants:
We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability and life insurance. These standard offerings are effective on the first of the month following your start date. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging and meal reimbursement for business-related use. A Pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers Interns and Contractors the option to elect health insurance under our contingent staff medical plan as of the 1st of the month following 60 days of employment in addition to limited paid time sick time. Seasonal staff are not eligible for benefits.
Compensation is commensurate with technical skills and experience is provided in accordance with applicable state requirement. Compensation information posted is based on a position being located in the state of CO or IL. Please review the position location for the applicable geographic location.
Under Colorado's Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.
Colorado monthly base range is as follows:$11,250.00 to $16,666.67
Illinois monthly base range is as follows:$11,250.00 to $16,666.67
#LI JV-1
#LI HYBRID
Auto-ApplyAudit Senior Manager - Commercial Services
Columbus, OH jobs
Your Journey at Crowe Starts Here:
At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.
Job Description:
Crowe is growing tremendously. We are looking for future leaders, which means a partner career path or growth opportunities. Are you up for the challenge?
About the Team:
The Audit & Assurance team at Crowe provides traditional attestation services as well as accounting and consulting on applying accounting principles. Audit & Assurance professionals demonstrate deep specialization through an understanding of the market and business challenges their clients face and a dedication to audit quality. Though Crowe has various different business units, Audit & Assurance is one of the largest practices.
Learn more about our Audit & Assurance team!
For this specific opportunity, we are seeking talented professionals for full-time or seasonal work arrangement options.
#LI-Hybrid
#LI-Onsite
We're looking for Audit Senior Managers with experience in Commercial Services industry verticals including but not limited to Food & Commodities, Metals, Supply Chain, Cannabis, Healthcare, Technology Media Telecommunications, Consumer Markets, Life Sciences, Real Estate & Construction, & Manufacturing. As an Audit Senior Manager, you will further learn to lead, gain deep industry insight, and continue to grow relationships. With access to many resources and the support of executive leadership and your team, this is what your work includes:
Responsibility of client relationships with a variety of clients to build positive relationships.
Leading multiple teams and providing performance feedback to all members of those teams when engagements end. Your feedback is valuable.
Anticipating and addressing client concerns and resolving problems as they arise.
Promoting new ideas and business solutions that result in extended services to existing clients. We encourage creativity and to grow your expertise, which could make a difference at our firm.
Continue learning the latest developments and the firm's standards and policies.
Staying on top of industry developments and their effects on client's competitive position.
Qualifications:
8+ years of recent and relevant public accounting external audit experience.
Your background should have experience in external audit working with Food & Commodities, Metals, Supply Chain, Cannabis, Healthcare, Technology Media Telecommunications, Consumer Markets, Life Sciences, Real Estate & Construction, & Manufacturing clients.
Organization, communication, technical, time management, and accounting and auditing skills as you work efficiently with clients and adequately work on multiple engagements and teams.
It is important that you interact with clients, prospects, all levels of staff, and colleagues in a professional fashion.
You will need to be able to multi-task since planning, executing, and wrapping up various engagements may have to be performed concurrently.
We require experience supervising engagement team members and instructing them on completing assigned task.
This position requires you to be a licensed CPA in your aligned home office state or being able to acquire a reciprocal one for that state.
Ability to work additional hours as needed and travel to various client sites.
We expect the candidate to uphold Crowe's values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times.
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $97,000.00 - $244,000.00 per year.
Our Benefits:
Your exceptional people experience starts here. At Crowe, we know that great people are what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you!
How You Can Grow:
We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper!
More about Crowe:
Crowe (************** is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.
Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge.
Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.
Auto-ApplySenior Manager, Fund Administration
New York, NY jobs
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.
Job Responsibilities
* Manage multiple master feeder (including blockers) funds' reporting related to daily, monthly, quarterly and annual accounting and operational activities.
* Prepare wire and ACH transfers for invoice payments, investment funding, investors' distributions.
* Set up calculation schedules for capital calls, distributions, and management fee per LPAs.
* Set up various operational and financial reports in the accounting system, Investran.
* Review monthly bank reconciliations.
* Prepare consolidated financial reporting and NAV packages in ensuring adequacy of the equity pick up.
* Review quarterly investor statements in ensuring adequacy of investors' allocation.
* Prepare a complete set of annual financial statements and footnote disclosures relating to audit requirements.
* Plan, direct and coordinate with client and financial management outsourcing staff for timely and accurate monthly finance and accounting services.
* Act as ultimate lead in audit processes.
* Assist with the tax support.
* Assist with ad hoc projects.
* Supervise staff accounts on day-to-day functions and provide job trainings to the team.
* Complete assigned projects and tasks on schedule.
Requirements
* Bachelor's Degree in Accounting, Finance or another business-related discipline
* Minimum of 8 years' experience in the asset management industry or fund accounting
* Minimum of 2 years' experience leading teams and managing team members
* Background with multi-tiered master-feeder fund structures and investor reporting
* Prior work in public accounting or fund administration accounting
* Proven ability to run the financial close process
* Skilled in managing open and close-ended funds
* Proficient in waterfalls and performance fee calculations
* Strong exposure to private debt, private equity, and real estate fund structures
* Familiarity with Investran and a variety of investor portals
* Flexibility to work from home while collaborating in person half the time.
Preferred Qualifications
* CPA is highly desirable
"Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.
Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.
Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract.
Certain states require us to disclose the pay range and benefits summary for job openings. For Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $160,900 - $198,713. For Northern California residents, the compensation range for this position: $168,200 - $197,900. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.
Armanino has a robust offering of benefits, including:
* Medical, dental, vision
* Generous PTO plan and paid sick time
* Flexible work arrangements
* 401K with Profit Sharing
* Wellness program
* Generous parental leave
* 11 paid holidays
For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance
To view our Consumer Notice at Collection for job applicants, please visit: ****************************************************
We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
Auto-ApplySenior Manager, Family Office
San Ramon, CA jobs
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.
Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.
Job Responsibilities
Has direct client contact.
Reads and prioritizes emails from clients and vendors and take appropriate action.
Approves clients' invoices in accounting software and ensure bills are paid timely on an ongoing basis.
Oversees wire transfers for accuracy and timeliness.
Reviews clients' general ledger(s) for accuracy.
Reviews Bank Reconciliations.
Reviews cash flow statement of receipts and disbursements for team lead.
Reviews preparation of annual 1099 filings.
Reviews year-end tax package for tax accountants.
Reviews payroll tax returns prepared by payroll company to the general ledger.
Reviews and assists with Tax & License forms such as City Business License Returns, Secretary of State Statements of Information and Business Personal Property.
Prepares/Reviews Financial Statements.
Coordinates client meetings, as needed.
Collaborates with team to prepare supporting documents for tax examination, if applicable.
Collaborates with property & casualty insurance brokers (i.e. review annual rates and coverage, worker's compensation audit), as needed.
Communicates with team to resolve billing inquiries (telephone company, cable, etc), as needed.
Assist with clients' medical insurance reimbursements, as needed.
Participates in special projects upon client requests, such as buying/leasing a house/automobile, review insurance policies, complete subscription documents for new investments, complete loan applications, etc.
Participates in business development, as needed.
Requirements
Bachelor's degree in Accounting, Finance, or related field required.
Minimum 8 years of progressive accounting experience, including work with high-net-worth individuals, multi-entity structures, or family office/private client services.
Minimum of 3 years' experience in a leadership role with responsibility for supervising, mentoring, and developing team members.
Strong understanding of financial reporting, general ledger accounting, and cash management.
Proficiency with Sage Intacct (required) and strong Excel skills.
Proven ability to manage multiple clients simultaneously while meeting deadlines.
Excellent communication and interpersonal skills, with the ability to build trust and maintain strong client relationships.
Demonstrated track record of sound judgment and independent decision-making.
Flexibility to work from home while collaborating in person half the time.
Preferred Qualifications
CPA, CFP, or other relevant certification.
Experience in family office, business management, wealth management, or professional services environments.
Exposure to investment reporting, alternative assets, or trust/estate accounting.
Strong business acumen with the ability to identify process improvements and contribute to practice growth.
Experience partnering with external advisors (tax, legal, investment managers, insurance).
“Armanino” is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.
Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.
Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract.
Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $142,000 - $167,000. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $156,000 - $183,700. For Northern California residents, the compensation range for this position: $163,300 - $192,000. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.
Armanino has a robust offering of benefits, including:
Medical, dental, vision
Generous PTO plan and paid sick time
Flexible work arrangements
401K with Profit Sharing
Wellness program
Generous parental leave
11 paid holidays
For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance
To view our Consumer Notice at Collection for job applicants, please visit: ****************************************************
We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
Auto-ApplyDirector, Strategy & Transformation
San Ramon, CA jobs
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.
Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.
The Director of Strategy & Transformation is responsible for leading the execution of one or more simultaneous projects for Armanino's clients. This role may oversee program teams made up of both client and Armanino team members. Typical engagements include business strategy, technology, and process improvement initiatives running in parallel or sequence, often stemming from client assessments and management consulting recommendations. You'll use your expertise in program management, client engagement, and facilitation to drive measurable business outcomes, ensuring deliverables consistently exceed client expectations.
Job Responsibilities
Define and execute regional growth strategies in partnership with industry and geographic leaders.
Lead complex sales cycles, leveraging Armanino tools, methods, and networks to drive new business opportunities.
Manage complex business strategy, technology, and process improvement programs and projects.
Apply methodologies such as Lean Six Sigma, Design Thinking, and Organizational Change Management to deliver measurable, high-impact client outcomes.
Partner with client and Armanino teams to solve business, operational, and technology challenges.
Create and deliver executive- and board-level communications, reports, and recommendations.
Build business cases and ROI models for follow-on work to drive client value and engagement.
Foster strong client relationships resulting in high customer satisfaction, repeat business, and growth opportunities.
Lead and contribute to firm-wide growth initiatives across consulting, industries, and geographic markets.
Collaborate with project managers to oversee integrated project plans, deliverables, budgets, risk management, and communication strategies.
Requirements
Bachelor's degree in Business, MIS, Engineering, related field or equivalent work experience.
Minimum of 8 years of relevant management and strategy consulting experience, with demonstrated program management leadership.
Proven success in a client-facing consulting role, with experience overseeing large, multi-disciplinary project teams.
Prior accountability for sales, business development, and growth initiatives.
Strong professional network and presence within target geographic markets.
Hands-on experience in business strategy, operational analysis, and technology transformation projects.
Proven client management skills with a track record of building and expanding executive-level relationships.
Experience delivering high-impact executive and board-level communications and presentations.
Flexibility to work from home while collaborating in person half the time.
“Armanino” is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.
Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.
Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract.
Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $185,000 - $226,000. For Illinois residents, Washington residents, New York residents, and Southern California residents, the compensation range for this position: $200, 000 - $248,000. For Northern California residents, the compensation range for this position: $210, 000 - $260,000. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.
Armanino has a robust offering of benefits, including:
Medical, dental, vision
Generous PTO plan and paid sick time
Flexible work arrangements
401K with Profit Sharing
Wellness program
Generous parental leave
11 paid holidays
For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance
To view our Consumer Notice at Collection for job applicants, please visit: ****************************************************
We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
Auto-ApplyAudit Manager - Japanese Business Services
Columbus, OH jobs
Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.
Our rapid growth and increasing demands for our services has created a need for a highly motivated individual to join our Audit Team and work with our medium to large US and Japanese based clients, specializing in the manufacturing and distribution industries.
Your role.
Your work will include, but not be limited to:
Apply your understanding of audit theories and procedures on client engagements to perform audit procedures on assigned audit areas, and identify and resolve client audit issues
Review staff work product while providing constructive feedback and identifying staff developmental needs
Assist managers in developing ideas to help clients with operational and control opportunities, client presentations and selling opportunities
Develop and execute a practice development plan which includes networking, new client development and client expansion activities
The qualifications:
5+ years of recent, related Audit experience in public accounting; specializing with clients in the manufacturing and distribution industries
Bachelor's Degree in Accounting required
CPA required
Successful experience supervising and mentoring staff on engagements
Experience managing client relationships/engagements
Japanese language skills required - verbal and written
What makes us different?
On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's “100 Best Companies to Work For,” and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now.
Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.
Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer.
Plante Moran maintains a drug-free workplace.
Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.
The specific statements above are not intended to be all-inclusive.
We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.
Compensation information posted is based on a position being located in the state of CO, IL, or MA. Please review the position location for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range for their position, as compensation decisions are determined through a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer market-based starting salaries that are consistent across individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent.
Under Colorado's Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.
The compensation range for this role in IL, MA or CO is: $111,500.00 - $151,000.00
#LI-KK1
#LI-Hybrid
Auto-ApplyAudit Manager - Japanese Business Services
Columbus, OH jobs
Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Our rapid growth and increasing demands for our services has created a need for a highly motivated individual to join our Audit Team and work with our medium to large US and Japanese based clients, specializing in the manufacturing and distribution industries.
Your role.
Your work will include, but not be limited to:
* Apply your understanding of audit theories and procedures on client engagements to perform audit procedures on assigned audit areas, and identify and resolve client audit issues
* Review staff work product while providing constructive feedback and identifying staff developmental needs
* Assist managers in developing ideas to help clients with operational and control opportunities, client presentations and selling opportunities
* Develop and execute a practice development plan which includes networking, new client development and client expansion activities
The qualifications:
* 5+ years of recent, related Audit experience in public accounting; specializing with clients in the manufacturing and distribution industries
* Bachelor's Degree in Accounting required
* CPA required
* Successful experience supervising and mentoring staff on engagements
* Experience managing client relationships/engagements
* Japanese language skills required - verbal and written
What makes us different?
On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now.
Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.
Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer.
Plante Moran maintains a drug-free workplace.
Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.
The specific statements above are not intended to be all-inclusive.
We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.
Compensation information posted is based on a position being located in the state of CO, IL, or MA. Please review the position location for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range for their position, as compensation decisions are determined through a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer market-based starting salaries that are consistent across individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent.
Under Colorado's Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.
The compensation range for this role in IL, MA or CO is: $111,500.00 - $151,000.00
#LI-KK1
#LI-Hybrid
Manager, Strategy & Transformation
Saint Louis, MO jobs
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.
Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.
Our Strategy & Transformation team helps clients improve processes, leverage technology, and achieve their goals faster. We work with innovative companies across technology, biotech, life sciences, professional services, nonprofit, and consumer goods industries.
As a Strategy & Transformation Manager, you'll collaborate with clients to develop strategies that drive operational, financial, and human capital success. You'll work in small teams to analyze data, test hypotheses, and deliver actionable recommendations.
Core Services:
Growth Strategy: Drive revenue growth through market research, competitive analysis, and pricing strategies.
Operational Transformation: Optimize business processes, working capital, and customer service.
Digital Transformation: Develop technology roadmaps, data strategies, and cost-saving initiatives.
Human Capital Advisory: Lead change management, succession planning, and workforce development.
M&A & Value Creation: Support due diligence, post-merger integration, and operational improvements.
Job Responsibilities
Lead projects focused on solving complex business problems, process, and technology problems at our clients.
Coach and mentor consultants and sr. consultants on projects
Design a project plan and be able to adapt to new information or changing client requirements.
Manage a high quality project ensuring high quality client deliverables, on time projects, overall budget adherence and achievement of high client satisfaction scores
Collaborate with internal subject matter experts and client resources as needed to delivery high quality client outcome.
Conduct current state process assessments across and apply best practices, industry research, and competitor research to achieve defined business objectives
Leverage tools and techniques such as Value Stream Mapping (VSM) to develop process maps that can be leveraged to drive measurable change in a clients business and by implementation teams to generate meaningful business requirements and traceability.
Use design thinking and other techniques to assist clients in the identification, prioritization, and sequencing of strategic business and technology initiatives and synthesize them into a cohesive roadmap.
Assess organization structures, service offerings, and inter-company processes to define target state organization and operating models.
Evaluate current state technology architecture assessment across the enterprise, develop gap assessment, and recommend target state with the help of subject matter experts.
Evaluate current state technology architecture assessment across the enterprise, develop gap assessment, and recommend target state with the help of subject matter experts.
Facilitate workshops and interviews with client stakeholders to generate business cases that are both quantitative and qualitative.
Facilitate technology evaluation, selection, and design processes on the behalf of clients when appropriate.
Leverage emerging tools and technologies such as Artificial Intelligence to streamline delivery processes and increase project team productivity.
Create and deliver executive-level and board-level communications
Partner with team and client to build business case and ROI model for completion of recommendations
Build great client relationships that result in high customer satisfaction and additional project or recurring work
Requirements
Bachelor's degree in Business, IT, related major or equivalent work experience; Advanced degree preferred.
Minimum 5 years of experience in Consulting, Operations, Marketing, Finance, Accounting, or Software Development, with proven experience in process design, design thinking, IT strategy, and/or Human Capital Strategy.
Hands-on business analysis skills including project vision, requirements documentation, process design, quality assurance, and rollouts; experienced in designing and documenting business processes and process maps.
Solid understanding of enterprise software, cloud-based technologies, integrations, data strategy, technology architecture, cloud platforms, operating models, and governance frameworks.
Demonstrated ability to analyze complex business challenges and develop effective solutions using frameworks such as systems thinking, SWOT, Porter's Five Forces, Root Cause Analysis, Design Thinking, and Lean Six Sigma.
Strong project management capabilities, including managing multiple complex projects concurrently, setting goals, developing timelines, managing resources, and ensuring on-time, on-budget delivery.
Skilled in applying design thinking methodologies (empathize, define, ideate, prototype, test) to real-world client challenges.
Exceptional executive communication skills, with the ability to clearly organize information and deliver messages that drive decision-making at executive and board levels.
Industry experience in one or more of Armanino's strategic industries: technology, not-for-profit, healthcare, real estate, manufacturing, or distribution.
Strong client relationship skills, with a proven ability to quickly build trust, deliver high satisfaction, generate follow-on work, and support complex sales cycles including discovery, scoping, pricing, and proposal development.
Flexibility to work from home while collaborating in person half the time.
“Armanino” is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.
Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.
Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract.
Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $110,000-$138,000. For Illinois residents, Washington residents, New York residents, and Southern California residents, the compensation range for this position: $110,000-$138,000. For Northern California residents, the compensation range for this position: $140,000-$177,000. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.
Armanino has a robust offering of benefits, including:
Medical, dental, vision
Generous PTO plan and paid sick time
Flexible work arrangements
401K with Profit Sharing
Wellness program
Generous parental leave
11 paid holidays
For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance
To view our Consumer Notice at Collection for job applicants, please visit: ****************************************************
We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
Auto-ApplyDirector, Corporate Finance and Restructuring
Los Angeles, CA jobs
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.
We're seeking a dynamic Director to join our Corporate Finance & Restructuring team - someone with an entrepreneurial drive and deep experience across special situations, M&A, and corporate advisory. The ideal candidate brings a boutique investment banking mindset, thrives in a fast-paced, relationship-driven environment, and can originate and execute transactions from end to end.
Job Responsibilities
* Lead and execute engagements across corporate recovery, restructuring, distressed M&A, and special situations (including Chapter 11, receiverships, Article 9 sales, and out-of-court transactions) Analyze client business plans, debt capacity, competitive positioning and strategy, key-contracts and relationships, and regulatory considerations
* Develop turnaround strategies with contingencies to assist with client initiatives and identify/evaluate potential restructuring/financing alternatives
* Apply operational business experience along with accounting, finance, and analytical skills to various client situations and practice disciplines including, but not limited to, asset identification and monetization, creditor negotiation and settlement, financial modeling, financial statements and projections assessments, business plan evaluations, and project management
* Drive development of integrated financial modeling/projections, cash flow forecasts, business plans, financial models, and other support as needed
* Perform financial reviews and provide implementation services for liquidations, bankruptcy and receiverships
* Responsible for hands on management of project teams, including directing other team members, and managing outside professionals involved in the engagement and client personnel
* Apply project management skills to ensure projects are scoped properly, appropriate priorities are established, implementation plans are developed and executed, and projects meet client expectations
* Proactively lead business development efforts and initiatives by instigating and managing marketing activities
* Prepare reports, written analyses, presentations, quantitative exhibits, and other client deliverables regarding project scope and/or results of work performed
* Lead, mentor and professionally develop team members, actively participating in the career advisory and performance review process. Provide knowledgeable guidance and direction to associates in the development of intricate financial models and other analyses
Requirements
* Bachelor's Degree in a business-related field of study
* Minimum of 10 years experience in investment banking, restructuring advisory, or special situations (preferably within a boutique or middle-market firm)
* Demonstrated track record of business development and transaction sourcing, with established relationships among lenders, investors, attorneys, and restructuring professionals
* In-depth understanding of financial or independent business reviews, corporate recoveries, restructurings, debt advisory, turnarounds, workout negotiations, sell side advisory and distressed sale transactions; and/or insolvencies, exit strategies, managed liquidations, receiverships, collateral monitoring and bankruptcy services
* Flexibility to work from home while collaborating in person half the time.
"Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.
Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.
Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract.
Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, Illinois residents, Washington residents, New York residents, and California residents, the compensation range for this position: $175,000 - $300,000. Compensation may vary based on skills, role, and location.
Armanino has a robust offering of benefits, including:
* Medical, dental, vision
* Generous PTO plan and paid sick time
* Flexible work arrangements
* 401K with Profit Sharing
* Wellness program
* Generous parental leave
* 11 paid holidays
For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance
To view our Consumer Notice at Collection for job applicants, please visit: ****************************************************
We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
Auto-ApplyAI Automation Senior Manager
Remote
AI Automation Senior Manager (Job Number: 28508) Employee Status: Regular Schedule: Full Time Primary Location: Dallas, TX Other Locations: Napa, CA, Pasadena, CA, Woodland Hills, CA, San Diego, CA, Bellingham, WA, Denver, CO, Walnut Creek, CA, El Segundo, CA, San Francisco, CA, Everett, WA, Phoenix, AZ, Healdsburg, CA, Remote, Tri-Cities, WA, Seattle, WA, Santa Rosa, CA, Albuquerque, NM, Salinas, CA, Kansas City, KS, Salt Lake City, UT, New York, NY, Spokane, WA, Orange County, CA, Eugene, OR, Tacoma, WA, Wenatchee, WA, Medford, OR, Yakima, WA, Stockton, CA, Silicon Valley, CA, Sacramento, CA, Portland, OR, Fresno, CA, Houston, TX Description The Senior Manager - AI & Automation (Assurance & Consulting) leads the design, delivery, and adoption of automation and AI solutions that transform how our firm delivers audit and advisory services.
This role places a primary emphasis on Assurance, leveraging deep domain experience in audit, risk, and engagement delivery.
The position also supports Consulting initiatives across both Managed Services and traditional consulting practices.
The ideal candidate blends assurance expertise with hands-on technical curiosity - someone who can lead a distributed development team while actively experimenting with modern automation and AI tools to drive innovation and measurable business impact.
Key Responsibilities· Lead a team of ~6 developers (majority India-based) delivering AI and automation solutions across Assurance and Consulting.
· Act as Product Owner / Delivery Lead - manage backlog, plan sprints, ensure quality delivery, and drive adoption.
· Translate Assurance and Consulting workflows into clear user stories and functional requirements.
· Be hands-on: prototype solutions, test AI and automation tools, and collaborate with developers on proof-of-concepts.
· Collaborate with architecture, platform, and data teams to align with firm standards and governance frameworks.
· Build and manage relationships with vendors and startups; evaluate solutions, conduct proofs-of-concept, and recommend paths forward.
· Present solution roadmaps, vendor recommendations, and outcomes to executive stakeholders.
· Partner with service-line leaders to identify, prioritize, and measure ROI for automation and AI opportunities.
· Oversee QA, testing, deployment, and documentation to ensure quality and consistency.
· Champion adoption through communication, training, and showcasing early wins across the firm.
· Stay current on emerging technologies (GenAI, RAG, workflow orchestration, ML, automation frameworks) and translate them into practical use cases.
Qualifications· Bachelor's in Accounting, Computer Science, or related field; CPA preferred.
· 6-8 years experience in Assurance, Consulting, or Risk within a large accounting or professional services firm.
· Exposure to Consulting environments (Managed Services and/or traditional consulting engagements).
· CPA preferred.
· 3-4 years leading technology projects, ideally with some hands-on involvement in solution design or prototyping.
· Proven experience managing distributed and offshore teams (India).
· Strong understanding of automation and AI technologies (e.
g.
, RPA, Python, GenAI frameworks, Databricks, LangChain, Javascript, or workflow tools).
· Experienced in leveraging AI based code tools to produce proof of concepts.
· Github repository displaying side projects and self-study courses on AI and software development.
· Skilled in agile delivery (Scrum Master or Product Owner certification a plus).
· Experience evaluating vendors and managing external partnerships.
· Excellent executive communication and presentation skills.
Moss Adams (now Baker Tilly) is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities.
Moss Adams (now Baker Tilly) 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 careers@mossadams.
com.
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 Compensation Range: The compensation range for this role is $141,350 to $267,950 .
Actual compensation is influenced by a variety of factors, including but not limited to skills, experience, qualifications, and geographic location.
Auto-ApplyPartner Tax Services Manager
Chicago, IL jobs
Your Journey at Crowe Starts Here:
At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.
Job Description:
Crowe is seeking an organized and driven Manager to join our growing internal tax team. This position will be part of the Crowe Partner Tax Services Team and work directly for the Partner Tax Services Assistant Director.
This position can be worked from any location - fully remote work is allowed. This internal position can offer you flexibility in how and where you work, along with meaningful relationships with clients (Partners), teammates, and leadership who truly care about you and your development.
Responsibilities:
Technical review of complex individual tax returns; limited preparation if needed
Assist the Partner Tax Services Assistant Director with training, onboarding, and process improvements
Develop and guide Partner Tax Services Sr Associate team members
Assist in the maintenance of the workflow of the partner tax return process
Communication with other preparers and reviewers, determining best practices
Direct communication with Partners (clients)
Monitoring of a group email box for general questions related to partner tax compliance
Any other tax-related items as determined by management (ie, tax liability and cash flow projections)
Minimum Qualifications:
CPA or EA required
Bachelor's degree in a relevant field required
Minimum of 5 (five) years of work experience in individual taxation and planning for high-net-worth individuals required
Strong knowledge of partnership tax treatment as it pertains to individual taxes
Multi-state tax compliance experience for individuals, including understanding of composite, withholding, and pass-through entity tax
Working knowledge of MS Word, Excel, Outlook, and PowerPoint
Strong working knowledge of CCH Axcess tax preparation software
Good organizational and time management skills
Strong written and verbal communication skills
Ability to manage multiple ongoing tasks
Works well both independently and in a team environment with a positive attitude
#LI-SAW #LI-Remote
About the Team:
The Tax team at Crowe develops lasting relationships with clients by providing value, knowledge, and strategic focus. As part of the Tax group, you will be part of a collaborative team with deep specialization. We use proactive approaches and innovative tax technology to provide high-quality tax services to our clients. If you are committed to client excellence, want to be part of a growing organization, and are looking to expand professionally, then this is the place for you!
We expect the candidate to uphold Crowe's values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times.
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $89,500.00 - $212,500.00 per year.
Our Benefits:
Your exceptional people experience starts here. At Crowe, we know that great people are what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you!
How You Can Grow:
We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper!
More about Crowe:
Crowe (************** is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.
Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, genetics, national origin, disability or protected veteran status, or any other characteristic protected by federal, state or local laws.
Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge.
Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws.
Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.
Auto-ApplyTransaction Advisory Services Senior Manager
Cincinnati, OH jobs
Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Your role.
Your work will include, but not be limited to:
* Provide transaction-oriented accounting and reporting assistance for mergers and acquisitions, divestitures, and management buyouts
* Prepare detailed financial analysis to assist clients evaluating acquisition decisions
* Participate in client meetings and site visits while interacting with top-level management to acquire and assess important information for financial analysis
* Assist with development and review of financial reports to determine quality of historical earnings and assets and liabilities to be acquired
* Analyze financial statements to determine sustainability of performance
* Determine EBITDA and working capital adjustments that consider GAAP, pro forma information, and non-recurring items
* Assist in preparing proposals and engagement letters
* Organize varying projects against deadlines and mange time effectively
The qualifications.
* Bachelor's Degree in Accounting or Finance
* Preferred Certifications: CPA
* 8-9 years of total experience with a minimum of 2 years in a Transaction Advisory Services practice required. Prior experience in Audit or Investment Banking a plus
* Frequent travel throughout the region, with approximately 20% - 30% overnight travel
This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.
What makes us different?
On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now.
Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.
Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer.
Plante Moran maintains a drug-free workplace.
Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.
The specific statements above are not intended to be all-inclusive.
We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.
Compensation information posted is based on a position being located in the state of CO, IL, or MA. Please review the position location for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range for their position, as compensation decisions are determined through a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer market-based starting salaries that are consistent across individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent.
Under Colorado's Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.
The compensation range for this role in IL, MA or CO is: $140,000.00 - $200,000.00
#LI-HD1
#LI-Hybrid
SALT Senior Manager - Income/Franchise
Senior manager job at Cherry Bekaert
Cherry Bekaert has been proudly providing Accounting and Advisory services to our clients for over 75 years. As a State and Local Tax (SALT) Senior Manager you will have the opportunity to work within the National Specialty Tax Practice of Cherry Bekaert.
As a key member of the team, you will work closely with the National SALT Practice Leader playing an integral role implementing various SALT initiatives. Additionally, the Senior Manager will participate in developing the vision, strategies, and action plans to continue the growth of this Practice that serves all Cherry Bekaert offices throughout the nation.
The successful candidate will interact collaboratively with partners and staff and be responsible for the delivery of state and local tax services for multiple clients in a wide variety of industries by innovative tax planning, consulting, and compliance expertise. Other important responsibilities include contributing to practice development and business development activities as well as supervising and developing staff on a firm-wide basis.
Primary Responsibilities Include:
Tax Consulting, Research and Compliance
* Deliver a full range of multi-state and local tax consulting services, addressing various issues primarily in the income/franchise area
* Identify opportunities to minimize clients' multi-state tax burden through optimal filing methods, exemptions, credits/incentives, structuring alternatives, etc.
* Research complex state and local tax issues using state statutes, regulations, case law and other relevant authorities/guidance.
* Draft tax technical memorandums, client correspondence and other various work products.
* Conduct nexus reviews and work with clients to remediate tax exposure.
* Provide state and local audit defense assistance to clients.
* Provide technical assistance to the tax compliance function in order to ensure accuracy and completeness.
* Provide quality control reviews of select SALT returns prepared by core tax team.
* Develop and deliver SALT training throughout the firm.
* Develop external webinars on various SALT topics for delivery to clients and targets.
* Provide significant contributions to the writing and publishing of SALT articles and participation in public speaking engagements.
* Drive growth of the income/franchise practice through identification and execution of targeted initiatives.
* Keep abreast of significant current developments and new legislation within multi-state income/franchise taxation.
* Analyze and provide written summaries of significant developments to be used for Cherry Bekaert newsletters and website postings.
* Identify developments having a potentially significant impact on client base, and follow up with internal and/or external communications as deemed appropriate.
* Take responsibility for subordinates' activities and chargeability. Effectively delegate and manage work given to staff.
What you need for this role:
* Bachelor's degree in Accounting
* CPA and/or JD; Masters in Taxation (MST) or LLM in Taxation
* Minimum of 8 years of progressive State and Local Tax consulting and/or compliance experience in a Big 4 or large public accounting firm.
* Strong tax research and writing skills.
* Solid organizational skills with a demonstrated ability to multi-task.
What you can expect from us:
* Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect
* The opportunity to innovate and do work that motivates and engages you
* A collaborative environment focused on enabling you to further your career growth and continuous professional development
* Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing
* Flexibility to do impactful work and the time to enjoy your life outside of work
* Opportunities to connect and learn from professionals from different backgrounds and with different cultures
Benefits Information:
Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
Pay Range:
$138,900-$216,000
About Cherry Bekaert
Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit *******************************
Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.
This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.
Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.
Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook.
2025 Cherry Bekaert. All Rights Reserved.
Auto-ApplyTransaction Services Senior Manager - Healthcare
Remote
Transaction Services Senior Manager - Healthcare (Job Number: 28438) Employee Status: Regular Schedule: Full Time Primary Location: Dallas, TX Other Locations: Napa, CA, Pasadena, CA, Woodland Hills, CA, San Diego, CA, Bellingham, WA, Denver, CO, Walnut Creek, CA, El Segundo, CA, San Francisco, CA, Everett, WA, Phoenix, AZ, Healdsburg, CA, Remote, Seattle, WA, Albuquerque, NM, Kansas City, KS, Salt Lake City, UT, New York, NY, Spokane, WA, Orange County, CA, Tacoma, WA, Silicon Valley, CA, Sacramento, CA, Portland, OR, Fresno, CA, 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 Healthcare industry experience 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 careers@mossadams.
com.
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 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
Auto-ApplyIntegration Manager
Remote
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
Due to the continued growth of our Consulting practice, we are currently recruiting for a Healthcare IT Integration Manager to join our team. As a part of Baker Tilly Consulting, you will find that our global brand and entrepreneurial environment will give you the support you need to apply your industry and technical experience to build your career across a wide range of services to meet our client's most important needs. As a member of our team, you will also contribute to some of the most important activities in our firm which include operating and growing the business, serving the client, developing the best people, and shaping our culture.
Lead functional and solution design aligning business objectives with technology implementation
Manage IT transformation projects in the healthcare provider industry which include clinical and business process changes and technology implementation over the entire lifecycle of a project
Developing, monitoring and managing the implementation plan, schedule and budget to provide a complete picture of project progress at all times
Ensuring daily activities undertaken on the project are in accordance with the approved project plan
Ensuring that the project produces the required deliverables on time, and at the necessary level of quality
Ensuring that all required resources are assigned to the project and clearly tasked
Managing assigned resources according to the defined scope of the project
Identify project risks and communicate with appropriately with project stakeholders to avoid and mitigate potential issues
Managing project interdependencies
Act as the liaison among the executive committee members, stakeholders, and development team
Manage third party vendor relationships to resource specific development needs
Build project approach and proposals for Healthcare IT Consulting team
Assist in the identification and pursuit of a systems integrator product development and Baker Tilly digital solution development opportunities
Qualifications
Bachelor's degree in computer science, management information systems, or related field. Experience in lieu of a degree may be accepted.
Minimum of five (5) years of related experience; previous related industry and consulting experience highly preferred
Experience with configuration management, integration, data conversion, SQL scripting, relational database design, report authoring, business rules development, analytical software development
Experience managing healthcare IT projects related to EHR systems such as Epic, Cerner, Meditech, and/or Altera.
Experience managing integration and interoperability projects in healthcare provider industry.
Demonstrated management, analytical, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills (Word, Excel) required
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
Ability to decompose scope into detailed activities and deliverables, then conduct work package handoff to delivery resources from Baker Tilly, client team, and third party vendors
Project experience with full lifecycle application development (e.g. requirements gathering, use case development, system analysis and design, integration, testing, deployment)
Excellent project management skills with proven success leading projects, 3rd party vendors and clients
Ability to travel as needed and work outside of core business hours for client engagements
For California, Colorado, New York and Washington: The compensation range for this role is $37.90 to $80.35. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Auto-ApplyOpportunistic Cyber Consulting Principal for Jonathan Sharpe
Cincinnati, OH jobs
Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.
Position Responsibilities
Technical:
Manages and leads engagements by:
Working with others to develop and implement creative solutions and recommendations for data security risk issues.
Identifying and evaluating complex business and technology risks, internal controls which mitigate risks, and related opportunities for internal control improvement.
Completing data security project activities; playing a support role in gathering, organizing, and analyzing data.
Ensuring projects are aligned to client's organizational strategy, responsive to a changing business climate, with clearly defined policies and procedures.
Enhancing the process of developing robust controls around pre- and post-implementation system reviews through a clearly defined project management methodology.
Developing statistical control solutions depending on client need.
Assuring client deliverables meet or exceed client's expectations.
Leading client meetings and site visits while interacting with top-level management to acquire and access important information for analysis.
Executing advanced security risk services; understanding complex business and information technology management processes.
Assisting in the selection and tailoring of approaches, methods, and tools to support service offering or industry projects.
Performing third-party and other opinion-level services in response to service organization requests from clients for information about internal controls.
Interacting with other practice areas including but not limited to audit, tax, and other management consulting service groups.
Applying process consulting skills to support practice development efforts.
Satisfying internal reporting requirements.
Effectively executing individual project tasks, with some focus on overall project objectives.
Staff Development:
Delegates and manages the work of consultants in practice; monitors/maintains morale of engagement.
Conducts performance reviews and contributes to feedback for staff; follows up with staff relative to career development objectives/plans.
Identifies needs for practice resources and recruits the right staff, considering technical competencies and culture.
Ensures appropriate distribution of projects to facilitate staff development while achieving project objectives and economic goals.
Ensures integration of individual career development plans with the practice plan.
Coaches others to be effective in developing staff.
Mentors staff in the development of their relationships with clients.
Identifies, attracts, and develops staff to provide necessary skills and competencies to serve clients.
Provides appropriate and timely performance feedback to those supervised.
Effectively conducts staff career planning sessions.
Provides balanced feedback to clients and staff.
Contributes to people initiatives, including recruiting, retaining, and training other consultants/professionals.
Practice Development:
Engages in client expansion and cross-serving with meaningful fees sold goal; recognizes the importance of lead generation.
Reviews and leads proposals and engagement letter development.
Syndicates ideas and services to other practice developers.
Facilitates the development of practice development skills of others.
Understands Practice Development as a team effort and is able to meaningfully orchestrate opportunities.
Solicits client referrals and converts referrals into Practice Development opportunities.
Presents new services to potential clients.
Develops a personal marketing plan.
Proactively defines client relationships that best meet the objectives of both the client and Plante Moran.
Creates client champions for Plante Moran, increasing the level and types of services to clients.
Initiates “cross selling” business; demonstrates knowledge of firm services relevant to this client.
Develops a wider understanding of client's business outside the scope of engagement by engaging with clients about how they are responding to current business trends and risks in their industry and seeing how we can help.
Builds relationships with client decision-makers where ideas and new service offerings can be discussed.
Asks clients for referrals to other business owners/decision makers.
Engages the client in conversation about business plans and strategies and identifies opportunities for involvement.
Develops personal relationships with third parties associated with the client (e.g., banker, attorney, vendor) to facilitate referrals.
Introduces Plante Moran staff in service lines which would benefit the client, including colleague partnering.
Coaches all Plante Moran team members on cross-serving skills and creates learning opportunities.
Establishes and monitors performance measurement metrics consistent with career development and practice plans.
Interacts with other practice areas including but not limited to audit, tax, and other management consulting service groups.
Practice Management:
Analyzes budgets/time summaries for planning and billing purposes; leads billing activities; responsible for realization goals.
Works within budgetary and time constraints while providing a high level of client satisfaction.
Responsible for practice economics including production, realization, billing, and collection.
Satisfies internal reporting requirements.
Manages multiple projects; deals fluidly and effectively with multiple client relationships.
Leads and conducts practice activities in a manner that is consistent with and promotes Firm values.
Exhibits attitudes and behaviors that recognize responsibility for the Plante Moran team as a whole.
Coordinates appropriate resources, both across and outside the organization, to deliver valued services and business results to new and existing clients.
Anticipates and addresses client concerns and escalates problems as they arise.
Actively manages a portfolio of decision makers in ways that create referrals and references.
Knows the strengths, weaknesses, and strategies of our competition and how to effectively position the firm to secure and retain business with existing and new clients.
Proactively advises clients on issues outside of contracted projects.
Ensures that appropriate technical reviews occur on projects in a timely and effective manner.
Helps staff connect activities to broader firm objectives.
Creates and nurtures a climate that is consistent with and reinforces the Firm's values.
Assumes ultimate responsibility for team dynamics and interpersonal relationships.
Ensures professional development through ongoing education and obtaining additional certifications as appropriate.
Balances specific expertise/specialization with broader advisory capabilities.
Consistently challenges own level of expertise and seeks opportunities to improve.
Experience
Minimum of 15 years in cybersecurity roles, with significant experience in business development, team management, and directing a practice.
Must be able to remain in a stationary sitting position for at least 75% of the time.
Must be able to lift at least 15 lbs- specific job duties may require additional lifting to move, transport, position and install equipment.
Frequently positions self to bend and lift packages.
Occasional moving & lifting of equipment; bending, lifting, climbing required to position self to maintain computers during engagements.
Person in position needs to occasionally move about the inside of the office to access machinery, cabinets, etc.
Person in position frequently communicates with individuals who have inquires. Must be able to exchange information in these situations.
Ability to work in a high stress environment.
Reliable transportation and valid driver's license are required including a clean driving record.
Minimum levels of auto insurance coverage are required.
Ability to travel locally, work overtime and weekends is required.
Ability to travel overnight or internationally may be required.
Qualifications
Preferred Certifications: Various Cybersecurity, Microsoft, AWS, Firewall & SIEM.
Bachelor's Degree in Information Systems or a similar discipline.
CISA, CISM, or CRISC certifications.
Extensive experience with risk management and compliance.
In-depth knowledge of security frameworks such as NIST or ISO.
Proven experience evaluating and implementing advanced cybersecurity software and services.
Professional demeanor with superior verbal and written communication skills.
Ability to provide technical and professional leadership, guidance, and training to others.
Willingness to travel up to 30% regionally and nationally, with flexibility to schedule travel around personal needs.
Comprehensive experience with cybersecurity solutions such as:
SIEM
SOAR
Identity and access management
Endpoint Protection EDR/XDR
SASE/ZTNA
Security Operations Center/Manager Detection and Response
Vulnerability management
Patch Management
BYOD/mobile device management
What makes us different?
On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's “100 Best Companies to Work For,” and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now.
Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.
Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer.
Plante Moran maintains a drug-free workplace.
Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.
The specific statements above are not intended to be all-inclusive.
For Colorado & Illinois Applicants:
We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability and life insurance. These standard offerings are effective on the first of the month following your start date. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging and meal reimbursement for business-related use. A Pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers Interns and Contractors the option to elect health insurance under our contingent staff medical plan as of the 1st of the month following 60 days of employment in addition to limited paid time sick time. Seasonal staff are not eligible for benefits.
Compensation is commensurate with technical skills and experience is provided in accordance with applicable state requirement. Compensation information posted is based on a position being located in the state of CO or IL. Please review the position location for the applicable geographic location.
Under Colorado's Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.
Colorado monthly base range is as follows: $15,500.00 - $22,458.33
Illinois monthly base range is as follows: $16,000.00 - $23,166.66
Auto-Apply