CliftonLarsonAllen jobs in Appleton, WI - 234899 jobs
Associate - Fall 2026 - Northeast WI
Cliftonlarsonallen 4.4
Cliftonlarsonallen job in Green Bay, WI
We strive every day to exemplify our CLA values - curious, collaborative, transparent, inclusive, and reliable. We are looking for individuals who believe in accountability for one's actions, take the initiative to make their vision a reality and place honesty, professionalism, conscientiousness and trust above all else.
CLA is dedicated to building a culture that welcomes different beliefs and perspectives, so we can truly know and help our clients, communities, and each other.
Our Green Bay, Manitowoc, and Sheboygan locations are seeking Tax/Audit Associates.
Come and see for yourself!
PRIMARY RESPONSIBILITIES
Prepares individual, corporate, partnership, and other types of tax returns.
Performs audit, review, compilation, and other assurance services.
Gains experience, exposure, and knowledge of procedures, workpapers and systems.
Supports multiple client engagements on time and within budget, identifying issues and communicating progress.
Expands industry knowledge, through greater exposure to peers, clients, and formal training opportunities.
Completes research and special projects as needed.
Communicates effectively with clients and CLA family members on a regular basis.
MINIMUM REQUIREMENTS
Bachelor's degree required - Degree in Accounting or Finance strongly preferred.
Eligible to sit for the CPA exam per state requirements.
General knowledge of accounting principles and reporting of financial data.
Willingness to learn new technologies.
Proficient with Microsoft (MS) Windows and Office products.
Reliable transportation and willingness to travel to client sites.
#LI-SL1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
We recognize that not everyone wants to grow their career paths in the same way. That's why CLA exists to
create opportunities
. With 8500 employees and over 130 offices nationwide, We promise to know you and help you! If you answer YES to these questions, then our CAAS (
Client Accounting & Advisory Services
) practice could be a great fit for you!
Do you have an accounting background but are bored of doing the same tasks each month for just one company?
Do you crave variety in the type of work you do and the clients you serve?
Do you like to travel to clients and thrive during face-to-face interactions?
Do you want the stability and backing of a top 10 national firm?
CLA is looking to hire a Chief Financial Officer with Healthcare industry experience for our growing CAAS group, based out of either one of our Wisconsin office locations, including Green Bay, Manitowoc, Sheboygan, Milwaukee, or Racine WI.
As a Chief Financial Officer, you will...
Perform CFO functions as part of the client's accounting services team.
Be accountable for identifying and implementing best practices related to the services provided to add value to the client.
Work with client to set financial policy and be an active participant in, and driver of, the overall strategy.
Drive capital planning, risk management, ratio and KPI analysis, and board of director interactions.
Lead financial administration, planning, and budgeting.
Oversee longer-term budget planning and cost management.
Monitor progress of budgets and presents operational metrics.
Ensure financial staff maintains financial record systems in accordance with appropriate principles and monitors the use of funds.
Manage cash flow and forecasting, directing financial accounting.
Coordinate audit activities.
Ability to effectively and efficiently manage multiple client engagements.
Build strong client relationships and becomes a key member of client management team.
Ability to develop key external business network and becomes service and industry thought leader.
Job Requirements:
Experience: 8 years of relevant accounting and/or financial experience is required. Healthcare industry experience is highly preferred!
Education: Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.
CPA certification preferred but not required.
Prior project management and client management experience preferred but not required.
Comfortable in fast paced environment and skilled in multitasking.
Travel: Ability to do frequent local travel to/from client sites and may require occasional non-local or overnight travel for client visits, training, meetings and/or other business-related purposes.
Our Perks...
Flexible PTO (designed to offer flexible time away for you!)
Up to 12 weeks paid parental leave.
Paid Volunteer Time Off
Mental health coverage
Quarterly Wellness stipend
Fertility benefits
Complete list of benefits here
#LI-TT1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
$86k-146k yearly est. Auto-Apply 44d ago
Mid-Level Litigation Attorney - Trusts & Estates
Donahue Fitzgerald LLP 4.0
Oakland, CA job
Donahue Fitzgerald is a highly respected and growing law firm with a strong commitment to providing exceptional legal services to our clients. Our Trusts and Estates Litigation practice is a cornerstone of our firm, recognized for its sophisticated handling of complex and high-stakes disputes. We pride ourselves on a collaborative environment, professional development opportunities, and a commitment to work-life balance. We represent a diverse client base, including high-net-worth individuals, fiduciaries, and charitable organizations, in all aspects of trust and estate controversies.
We are seeking a highly motivated and experienced Trust & Estates Litigation Attorney to join our dynamic team. The ideal candidate will have 5+ years of dedicated experience in trust, estate, and conservatorship litigation in California. This role offers the opportunity to manage a diverse caseload, work closely with partners, and take a lead role in all phases of litigation, from initial case assessment through trial and appeal.
We believe in rewarding hard work. Our attorneys have a minimum billable hour requirement of 1,610 hours per year. For those who meet or exceed this goal, our tiered bonus program provides a clear path to increase your earnings significantly.
The annual base salary for this position is $165,000 to $195,000. Depending on billable hours, total compensation can range up to $207,000 for those at the lower end of the salary range, or up to $245,000 at the higher end.
*Job Duties and Responsibilities:*
Manage and litigate complex trust, estate, and conservatorship disputes, including but not limited to:
* Will and trust contests (e.g., undue influence, lack of capacity, fraud)
* Breach of fiduciary duty claims against trustees, executors, and conservators
* Petitions for instructions and accountings
* Spousal property petitions
* Elder abuse actions (financial and physical)
* Conservatorship contested matters
* Probate and trust administration disputes
Conduct legal research and analysis, draft pleadings, motions, and briefs.
Handle all aspects of discovery, including propounding and responding to written discovery, and taking/defending depositions.
Prepare for and attend court hearings, mediations, arbitrations, and trials.
Communicate effectively with clients, opposing counsel, and court personnel.
Develop and implement effective case strategies.
Collaborate with partners and other attorneys on complex matters.
Mentor junior attorneys and support staff as needed.
Maintain accurate time records and ensure compliance with billing requirements.
*Qualifications:*
* Juris Doctor (J.D.) degree from an ABA-accredited law school.
* Active membership in good standing with the California State Bar.
* 5+ years of demonstrable experience specializing in California Trust & Estates Litigation.
* Strong understanding of the California Probate Code, related statutes, and case law.
* Exceptional written and oral communication skills, with a proven ability to draft persuasive legal documents and advocate effectively in court.
* Excellent analytical, research, and problem-solving skills.
* Ability to manage multiple priorities, work independently, and meet deadlines in a fast-paced environment.
* Strong interpersonal skills and a client-focused approach.
* Experience with trial preparation and courtroom advocacy is highly preferred.
* A proven track record of successfully resolving complex litigation matters.
* Ability to work a hybrid schedule of 3 days in the office after completing 90 days of employment.
*What We Offer:*
* Competitive salary commensurate with experience.
* Comprehensive benefits package, including medical, dental, vision, and life insurance.
* 401(k) plan
* Generous paid time off and holidays.
* Professional development opportunities
* A collegial and supportive work environment.
* Opportunity for significant growth and advancement within the firm.
*To Apply:* Interested candidates should submit a cover letter detailing their relevant experience and interest in this position, along with a resume and writing sample (e.g., legal brief, motion, or significant portion of a pleading) demonstrating their litigation drafting skills.
Please send your application materials to ************** with the subject line: Trust & Estates Litigation Attorney.
Donahue Fitzgerald LLP is an Equal Opportunity Employer.
The salary range for this position applies to California. The salary range reflects a variety of factors that are considered in making compensation decisions, including but not limited to experience, education, licensure and/or certifications, geographic location, market demands, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range for a position. A reasonable estimate of the current salary range for this position is $165,000 to $195,000.
Job Type: Full-time
Pay: $165,000.00 - $195,000.00 per year
Benefits:
* 401(k)
* Dental insurance
* Employee assistance program
* Flexible spending account
* Health insurance
* Life insurance
* Parental leave
* Professional development assistance
* Vision insurance
People with a criminal record are encouraged to apply
Work Location: Hybrid remote in Oakland, CA 94612
$165k-195k yearly 60d+ ago
Estate Planning Attorney (5 to 8 Years Experience Required)
Cummins & White, LLP 4.2
Newport Beach, CA job
_Our firm is small enough to be personal - offering business development coaching and strong camaraderie. The firm has a rich heritage and attracts clients beyond what you would typically expect from an intimate firm. If you want the best of both worlds, a sophisticated practice in a supportive environment, check us out._
Orange County Airport area firm is looking for an estate planning attorney with five to eight years of experience. Our practice focuses on transactional needs of private operating businesses, real estate development, including their estate planning requirements. We act as the outside counsel and trusted advisor for the owners of those businesses.
Our ideal candidate will have the ability to build and maintain strong client relationships, understand their unique needs and provide effective solutions for those clients' estate and tax planning.
Demonstrated experience in drafting estate planning documents, probate and trust administration is required. Experience in probate and trust litigation is highly desired.
We offer a competitive salary, bonus programs, training and employment benefits. Superior academic performance, along with strong analytical and writing skills are essential.
Job Type: Full-time
Pay: $145,000.00 - $200,000.00 per year
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Flexible spending account
* Health insurance
* Health savings account
* Life insurance
* Professional development assistance
* Tuition reimbursement
* Vision insurance
Experience:
* estate planning: 5 years (Required)
License/Certification:
* membership of the CA State Bar (Required)
Work Location: In person
$145k-200k yearly 52d ago
Global Records & Information Management Director
Sidley Austin LLP 4.6
Chicago, IL job
A leading law firm in Chicago is seeking a Records Management Director to lead the strategy and governance of their global Records and Information Management program. This role requires a minimum of 10 years of experience in a similar field, ideally within a law firm, and offers a competitive salary of $280,000 - $350,000. You'll oversee operations, implement modern RIM practices, and lead a team while ensuring compliance with legal and regulatory standards.
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$280k-350k yearly 5d ago
Billing Coordinator
Envoy Inc. 4.4
San Francisco, CA job
Envoy builds workspace management technology that makes it simple to run secure, compliant, and connected workplaces across every location. Over 16,000 workplaces and properties around the world rely on Envoy to create great experiences for employees and visitors while meeting safety, security, and compliance needs at scale. From corporate headquarters and labs to manufacturing sites, Envoy powers the places where people work best together.
Learn more at envoy.com
About the role
This is an individual contributor role and requires a hands‑on, detail‑minded, critical thinking approach to the quote to cash operations of the Company, and excellent communication skills to resolve questions about accounts receivable.
Onsite position that requires four days a week (Monday-Thursday) in our San Francisco HQ.
You will
Administer the quote to the cash cycle, including provisioning, invoicing, communications, and cash receipt deposits.
Become familiar with the intricacies of the ChargeBee Billing tool and Salesforce for better efficiency and accuracy.
Day‑to‑day includes billing account management, turning executed contracts into subscriptions, helping streamline invoice automation, resolving billing issues while maintaining a high level of customer service, and collaborating with various teams in the quote‑to‑cash process.
Be a responsive, collaborative partner with all departments across the company. Respond to questions from internal and external parties regarding customer/invoice/payment and orders in a professional and timely manner.
Assist with accurately processing orders, including but not limited to confirming contact and billing information, pricing and discount approvals, as well as the purchasing order terms and conditions.
Assist with filling out Vendor Forms.
Participate in developing and documenting controls and procedures surrounding our multiple process flows.
Build strong relationships across the organization with Sales, SalesOps, and Customer Success, Finance, etc.
Assist other teams in the cross‑functional department with ad hoc projects and initiatives.
Assist with account management procedures, such as responding to invoicing questions, helping with customer onboarding forms, and managing the licenses within customer accounts.
Maintain and follow department processes and procedures, and actively look for opportunities to implement improvements and efficiencies.
You have
3+ years of experience in quote to cash responsibilities or at a technology company in a similar role (SaaS experience preferred). Some experience with general accounting is a plus.
Work with minimal supervision and exercise sound judgment within the scope of authority.
Bachelor's degree in Accounting or related field.
Strong organizational and time‑management skills, with excellent attention to detail.
Customer billing and collections experience.
Proficiency in Microsoft Excel.
Experience with Chargebee strongly recommended.
Experience with Salesforce, Jira, and Intercom is a bonus.
Ability to prioritize daily tasks to meet deadlines through open communication and collaboration in a highly dynamic and fast‑paced environment.
You Are
An exceptional writer and spoken communicator.
Highly organized & autonomous.
Comfortable and energized operating in a fast‑moving organization.
Passionate about our product and working with enterprise‑sized businesses.
Entrepreneurial and self‑motivated.
Consultative with demonstrable experience.
Enthusiastic about learning and growing at Envoy.
Intellectually curious and ambitious.
You'll get
A high degree of trust in your ideas and execution.
An opportunity to partner and collaborate with other talented people.
An inclusive community where you feel welcomed and cared for as a person.
The ability to make an immediate impact in helping customers create a great workplace experience.
Support for your personal and professional growth.
If you have any questions related to compensation, please get in touch with Recruiting after you apply.
#LI-Hybrid
By applying for this position, you acknowledge that you have fully read and understand the job requirements and received the Envoy Privacy Notice for applicants, which is linked here. Completing this application requires you to provide personal data, such as your name and contact information, which is mandatory for Envoy to process your application. Envoy is an EEO Employer and does not discriminate on the basis of any characteristic protected by local, state or federal law.
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$43k-61k yearly est. 2d ago
Work From Home Product Tester - $25-$45/hr - No Experience Needed
OCPA 3.7
Wellton, AZ job
Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of between $25/hr. and $45/hr., depending on the In-Home Usage Test project. No experience required.
There is no payment required in order to apply or to work as an In-Home Usage Tester. You don't have to buy products or pay for shipping, everything is paid by our company. In-Home Usage Testers are considered independent contractors, we pay weekly every Wednesday by direct deposit or by cheque.
Online Consumer Panels America is a consulting firm that specializes in product testing and product development work. We design and conduct In-Home Usage Testing (IHUT) locally and nationally to provide actual user feedback in real-time to companies and market research firms to evaluate products to ensure proper product certification and greater market access.
It is important to note that during your application process, reputable market research companies will determine your demographics and consumer profile to establish what products would be suitable for you to test. Market research companies that partner with us will use questionnaires to identify and target certain types of consumers, to ensure that the right participants are engaged and to achieve the representative sample needed.
Participation in these product testing and consumer panels is always free, secure and private. In-Home Usage Testing is a quick, easy and fun way to make extra cash by telling big brands what you think about their upcoming products and services in the American market.
Main Duties:
Properly document In-Home Usage Tests as instructed in the In-Home Usage Test Daily Schedule (screenshots, audio recordings, videos, product journal entries, etc.)
Take care of the product being tested and use it responsibly
Read and strictly follow the In-Home Usage Test Daily Schedule provided with each product testing project (may include tasks such as unpacking, reading instructions, journal entries, online or mobile feedback, usage of product for a certain amount of time, writing reviews, taking pictures, etc.)
Some In-Home Usage Tests projects may require participants to use MFour's Mobile In-Home Use Test Technology (cutting-edge smartphone technology to capture Point-of-Emotion insights to gain unparalleled depth of responses)
There are times when the product being tested may be discussed in a private chat room that is opened by a market research firm
Write reviews as requested in the In-Home Usage Test Daily Schedule for each project
Requirements:
Ability to follow specific instructions
Excellent attention to detail and curious spirit
Be able to work 15-25 hours per week and commit to a certain routine
Have access to a computer and a reliable internet connection
Have access to a digital camera or cell phone that takes pictures -Be honest and reliable -Good communication skills are an asset -18 years or older
A paid Product Tester position is perfect for those looking for an entry-level opportunity, flexible or seasonal work, temporary work or part-time work. The hours are completely flexible and no previous experience is necessary.
Benefits:
Very competitive pay rate
Weekly pay
Work around your own schedule
Learn about an exciting industry
Telecommute (you can work from home, work or school)
Most of the time you can keep the product you tested
$25 hourly 8h ago
President, Strategy & Operations
IMEC Research 4.3
Chicago, IL job
A manufacturing improvement organization in Chicago seeks a President to provide strategic leadership and operational management. The ideal candidate will possess at least 15 years of experience, including 5 in senior management within the manufacturing sector. Responsibilities include overseeing daily operations, ensuring customer satisfaction, and nurturing stakeholder relationships. This role requires strong leadership and problem-solving skills, and a commitment to improving services for small and mid-sized manufacturers in Illinois. A Bachelor's degree and an MBA are required.
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$110k-249k yearly est. 1d ago
Assurance Senior
Baker Tilly Virchow Krause, LLP 4.6
Appleton, WI job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
Are you interested in joining one of the fastest growing public accounting firms?
If yes, consider joining Baker Tilly US (BT) as an Audit Senior Associate! This is a great opportunity to be a valued business advisor delivering industry-focused audit and other assurance services to middle market clients. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You will enjoy this role if:
You are looking for an opportunity to build your career and become an industry expert to the clients you serve.
You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges.
You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions.
You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!).
You want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrow.
What you will do:
Be a trusted member of the engagement team providing various assurance and consulting services to clients.
Proactively engage with your clients throughout the year to gather needed information to complete testing and respond to questions raised.
Plan and supervise the execution of all audit engagement activities.
Review and perform substantive testing on client's balance sheets and income statements.
Conduct and review tests to assess deficiencies of internal controls and make recommendations for improvement.
Play an active role in discussions with the Manager and Partner relative to business recommendations resulting from testing performed and information gathered.
Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs.
Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients.
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.
Enjoy friendships, social activities and team outings that encourage a work-life balance.
Qualifications
Successful candidates will have:
Bachelor's degree in accounting or an undergraduate degree with sufficient coursework to sit for the CPA exam
CPA preferred or actively pursuing completion of exam
Two (2)+ years of experience providing financial statement auditing services within a public accounting firm
Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
Strong leadership, project management, organizational and analytical skills, initiative, adaptability
Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred
$61k-74k yearly est. Auto-Apply 60d+ ago
Client Relationship Associate - Wealth Advisory - Appleton, WI
Cliftonlarsonallen 4.4
Cliftonlarsonallen job in Appleton, WI
CLA is a top 10 national professional services firm where our purpose is to
create opportunities
every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
About the role:
This role is an integral member of the Wealth Advisory team and serves as a point of contact for Wealth Advisory clients. They provide high-quality support to clients while collaborating with Wealth Advisors.
Essential Job Functions:
Requires close collaboration with primary and secondary (when applicable) advisors responsible for serving clients.
Support strategies to retain and expand current client relationships.
Provide high-quality customer service and resolutions to clients, including handling of inbound calls and emails.
Collaborate with the Wealth Advisory team to help schedule, prepare for and document client meetings, including proposals.
Attend client meetings and provide support to Wealth Advisors to ensure that clients receive exceptional service.
Input client interactions and tasks into CRM
Ensure client data is complete, accurate and up to date across all wealth systems
Enter service requests in CRM to support all facets of a client relationship, including, but not limited to onboarding and account set up, account maintenance, money movement and trading requests (at the direction of licensed advisor)
Perform periodic monitoring of advisory team clients as directed by Primary Advisor. May include monitoring of cash balances, requirement minimum distributions, capital calls, annual disclosures.
Provide support to Wealth Advisory team on special projects
Requirements
Experience
3+ years of experience in investment industry preferred
Education
Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.
Certifications / Licenses
None required.
This job is working in our CLA office.
Our Perks:
Flexible PTO (designed to offer flexible time away for you!)
Up to 12 weeks paid parental leave
Paid Volunteer Time Off
Mental health coverage
Quarterly Wellness stipend
Fertility benefits
Complete list of benefits here
#LI-MU1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
$43k-54k yearly est. Auto-Apply 60d+ ago
Labor & Employment Attorney (Of Counsel/Partner)
O'Hagan Meyer 3.1
Newport Beach, CA job
*O'Hagan Meyer* is seeking an experienced attorney with a background in *Labor & Employment Litigation *to join its *Orange County, CA* office. The ideal candidate will have significant experience handling all aspects of individual FEHA cases. _A portable book of business is not required_.
*O'Hagan Meyer* is an *Equal Opportunity Employer*. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
*Benefits*
* Flexible hybrid schedule.
* Direct client interaction and significant responsibility on complex and sophisticated legal matters.
* Competitive compensation and several bonus programs.
* 401(k) plan with employer contribution
* Robust benefits package: health insurance (medical, dental and vision coverage), life insurance, flexible spending accounts to help offset the cost of dependent care and/or health care expenses, and a paid parental leave program.
*Salary Range:* $215,000 to $250,000
O'Hagan Meyer participates in E-Verify.
Pay: $215,000.00 - $250,000.00 per year
Work Location: In person
$215k-250k yearly 60d+ ago
Assurance Associate
Baker Tilly Virchow Krause, LLP 4.6
Appleton, WI job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Are you looking for an accounting role to launch your career? Do you want to work with privately held and publicly traded companies that occupy all stages of development? As an Assurnace Associate at Baker Tilly (BT), you will be a value architect delivering audit and other assurance services to clients. As one of the fastest growing firms in the nation, BT offers you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You will enjoy this role if you:
* Desire to become a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
* Want to work for a leading CPA advisory firm whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
* Value your development and want to work for a firm that provides a great work environment (ask us about My Time Off, My Development and Dress for Your Day!)
* Want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrow
You will have the opportunity to:
* Be a trusted member of the engagement team providing various assurance and consulting services:
* Proactively engage with your clients throughout the year to gather needed information to complete testing and respond to questions raised
* Perform substantive testing on client's balance sheets and income statements
* Test for deficiencies of internal controls and discussing recommendations for improvement
* Learn and grow from direct on-the-job coaching and mentoring along with participating in firm wide learning and development programs
* Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients
* Build friendships and strong work relationships while gaining valuable experience
Qualifications
Successful candidates will have:
* Bachelor's or master's degree in accounting or a related degree in business, with sufficient course work and credits to sit for the CPA exam in the state you are being considered
* Outstanding academic performance required, with a preferred GPA of 3.0 or above
* Relevant internship, work experience and/or involvement with a professional organization
* The ability to work effectively in a team environment with all levels of client personnel
* Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
* Organizational and analytical skills, initiative, adaptability
* Proficiency with Microsoft programs (Word, Excel, PowerPoint, etc.)
* There is currently no immigration sponsorship available for this position
$58k-68k yearly est. Auto-Apply 54d ago
Tax Senior Manager
Baker Tilly Virchow Krause, LLP 4.6
Appleton, WI job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Are you interested in joining one of the fastest growing public accounting firms?
If yes, consider joining Baker Tilly (BT) as a Tax Senior Manager! This is a great opportunity to be a valued business advisor delivering tax advisory and compliance services to middle market clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You'll enjoy this role if:
* You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve
* You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
* You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
* You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)
* You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow
What you will do:
* Be a trusted member of the engagement team, providing various tax compliance and consulting services to industry specific clients:
* Be a valued tax business advisor, lead client relationships on day to day tax matters with various clients ranging from middle market to multinational
* Consult on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740
* Research various tax matters, responding to IRS and other tax authority inquiries, and make recommendations to the client for consideration
* Coordinate with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas
* Manage client engagement staffing, billings/collections, and ensure client profitability targets are met
* Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue
* Invest in your professional development individually and through participation in firm wide learning and development programs
* Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
* Enjoy friendships, social activities and team outings that encourage a work-life balance
Qualifications
Successful candidates will have:
* Bachelor's degree in accounting or law, or a similar degree in business, masters or advanced degree desirable
* CPA or JD required
* Eight (8)+ years' experience providing federal tax compliance and consulting services in a professional services firm
* Five (5)+ years' of supervisory experience, mentoring and counseling associates
* Demonstrated management, analytical, organization, interpersonal, project management, communication skills
* Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
* Highly developed software and Microsoft Suite skills
* Eligibility to work in the U.S. without sponsorship preferred
$75k-103k yearly est. Auto-Apply 38d ago
Senior Wealth Advisor - Wealth Advisory - Green Bay, WI
Clifton Larson Allen 4.4
Clifton Larson Allen job in Green Bay, WI
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
About the role:
CLA is looking to hire a Senior Wealth Advisor to work in our Green Bay, WI office.
The Senior Wealth Advisor (SWA) serves as a relationship manager providing "Total Wealth Advisory" services to their clients. Total Wealth Advisory is a comprehensive service that revolves around a personal financial plan and includes advice on all of clients financial and tax needs. The SWA should have advanced knowledge in tax, investments, financial planning, insurance and estate and retirement planning. The SWA will manage a book of client relationships and will delegate work as appropriate.
Essential Job Functions
* Financial Planning: Gather data from clients in the planning process. Oversee and delegate financial planning work. Deliver financial plans to clients and make recommendations.
* Client Support: Manage existing & new referral relationships.
* Technical Competencies: Maintain a working knowledge/competency of appropriate systems applications utilized by firm. Proficient with Microsoft (MS) Office products, including Word, Excel, PowerPoint, Outlook, and Adobe.
Requirements:
Experience:
* Minimum of EIGHT (8) years of progressively responsible financial services experience.
Education:
* Bachelor's degree in Accounting, Finance, or a related field. Certifications/Licenses:
* FINRA Series 65 or 66 Required.
* Existing Transferrable Book of Business Preferred.
* CFP certification or equivalent required. Relevant experience may be accepted in lieu of certification.
Our Perks:
* Flexible PTO (designed to offer flexible time away for you!)
* Up to 12 weeks paid parental leave
* Paid Volunteer Time Off
* Mental health coverage
* Quarterly Wellness stipend
* Fertility benefits
* Complete list of benefits here
This role is eligible for discretionary bonuses based on company performance and other factors.
#LI-MU1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
$103k-128k yearly est. Auto-Apply 60d+ ago
Accounting Senior (CAAS - Manufacturing Industry)
Cliftonlarsonallen 4.4
Cliftonlarsonallen job in Appleton, WI
CLA is a top 10 national professional services firm where our purpose is to
create opportunities
every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
Our Perks:
Flexible PTO (designed to offer flexible time away for you!)
Up to 12 weeks paid parental leave
Paid Volunteer Time Off
Mental health coverage
Quarterly Wellness stipend
Fertility benefits
Complete list of benefits here
CLA is currently seeking an Accounting Senior with experience, to join our CAAS (Manufacturing Industry) group in our Appleton (Fox Cities) or Milwaukee, WI office.
Job Responsibilities:
• Client Service: Develops an understanding of each client's business/organization operations. Competent in management of multiple clients, software, and chart of accounts on a daily, weekly, and monthly basis.
• Day to Day Transactions: Leads coordination and processing of accounts payable, cash disbursements, accounts receivable, cash receipts and posting/recording of payroll transactions.
• Month End Processing: Coordinates and reviews account reconciliations (i.e. prepaids, accounts receivable, fixed assets, accounts payable, and accruals.) Completes complex account reconciliations (investments, debt, industry specific, etc.) Prepares, understands, and reviews financial statements (basic to complex.) Reviews general ledger, cashflow, allocations, etc. Proactively creates process and procedure documentation and builds their own backup.
• Other Quarterly/Annual Processing: Completes sales tax returns and Form 1099s and preparing audit workpapers, tax return workpapers, and other forms or items as requested by clients.
• Oversee workflow and quality of work of Associates and Analysts. Supervise and ensure the efficiency and quality of work produced by Associates and Analysts.
• Special Projects: Assists with projects for internal audit, due diligence, system selection, and other consultative projects.
Job Requirements:
• 2 years of relevant accounting and/or financial experience is required.
• Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree.
#LI-NM1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
$53k-61k yearly est. Auto-Apply 60d+ ago
Tax/Audit Intern - Spring 2027 - Fox Cities, WI
Cliftonlarsonallen 4.4
Cliftonlarsonallen job in Appleton, WI
We strive every day to exemplify our CLA values - curious, collaborative, transparent, inclusive, and reliable. We are looking for individuals who believe in accountability for one's actions, take the initiative to make their vision a reality and place honesty, professionalism, conscientiousness and trust above all else.
CLA is dedicated to building a culture that welcomes different beliefs and perspectives, so we can truly know and help our clients, communities, and each other.
Our Appleton, Fond du Lac, and Oshkosh locations are seeking Tax/Audit Interns.
Come and see for yourself!
PRIMARY RESPONSIBILITIES
Prepares individual, corporate, partnership, and other types of tax returns.
Performs audit, review, compilation, and other assurance services.
Gains experience, exposure, and knowledge of procedures, workpapers and systems.
Supports multiple client engagements on time and within budget, identifying issues and communicating progress.
Expands industry knowledge, through greater exposure to peers, clients, and formal training opportunities.
Completes research and special projects as needed.
Communicates effectively with clients and CLA family members on a regular basis.
MINIMUM REQUIREMENTS
Working towards the achievement of a bachelor's degree - Degree in Accounting or Finance strongly preferred.
Achieving credit requirements to be eligible to sit for the CPA exam per state requirements.
General knowledge of accounting principles and reporting of financial data.
Willingness to learn new technologies.
Proficient with Microsoft (MS) Windows and Office products.
Reliable transportation and willingness to travel to client sites.
#LI-SL1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
$38k-53k yearly est. Auto-Apply 19d ago
Work From Home Product Tester - $25-$45/hr - No Experience Needed
OCPA 3.7
North Tonawanda, NY job
Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of between $25/hr. and $45/hr., depending on the In-Home Usage Test project. No experience required.
There is no payment required in order to apply or to work as an In-Home Usage Tester. You don't have to buy products or pay for shipping, everything is paid by our company. In-Home Usage Testers are considered independent contractors, we pay weekly every Wednesday by direct deposit or by cheque.
Online Consumer Panels America is a consulting firm that specializes in product testing and product development work. We design and conduct In-Home Usage Testing (IHUT) locally and nationally to provide actual user feedback in real-time to companies and market research firms to evaluate products to ensure proper product certification and greater market access.
It is important to note that during your application process, reputable market research companies will determine your demographics and consumer profile to establish what products would be suitable for you to test. Market research companies that partner with us will use questionnaires to identify and target certain types of consumers, to ensure that the right participants are engaged and to achieve the representative sample needed.
Participation in these product testing and consumer panels is always free, secure and private. In-Home Usage Testing is a quick, easy and fun way to make extra cash by telling big brands what you think about their upcoming products and services in the American market.
Main Duties:
Properly document In-Home Usage Tests as instructed in the In-Home Usage Test Daily Schedule (screenshots, audio recordings, videos, product journal entries, etc.)
Take care of the product being tested and use it responsibly
Read and strictly follow the In-Home Usage Test Daily Schedule provided with each product testing project (may include tasks such as unpacking, reading instructions, journal entries, online or mobile feedback, usage of product for a certain amount of time, writing reviews, taking pictures, etc.)
Some In-Home Usage Tests projects may require participants to use MFour's Mobile In-Home Use Test Technology (cutting-edge smartphone technology to capture Point-of-Emotion insights to gain unparalleled depth of responses)
There are times when the product being tested may be discussed in a private chat room that is opened by a market research firm
Write reviews as requested in the In-Home Usage Test Daily Schedule for each project
Requirements:
Ability to follow specific instructions
Excellent attention to detail and curious spirit
Be able to work 15-25 hours per week and commit to a certain routine
Have access to a computer and a reliable internet connection
Have access to a digital camera or cell phone that takes pictures -Be honest and reliable -Good communication skills are an asset -18 years or older
A paid Product Tester position is perfect for those looking for an entry-level opportunity, flexible or seasonal work, temporary work or part-time work. The hours are completely flexible and no previous experience is necessary.
Benefits:
Very competitive pay rate
Weekly pay
Work around your own schedule
Learn about an exciting industry
Telecommute (you can work from home, work or school)
Most of the time you can keep the product you tested
$25 hourly 60d+ ago
Business Litigation Associate (3+ Years Exp. Req.)
Marshall & Associates 3.4
Calabasas, CA job
Calabasas business litigation firm has an immediate opening for an associate with 3-5 years' experience. The firm handles a wide variety of cases involving real estate, insurance, professional liability and contractual disputes. We are seeking a highly motivated Litigation Associate to join our firm. The ideal candidate will work alongside the Partner and other Associates to prepare and try cases throughout California. We offer a competitive salary, medical/dental benefits and 401K. Our firm also offers PTO and paid holidays. This is an in-office, full-time position.
Job Type: Full-time
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Health insurance
* Paid time off
Experience:
* Attorneys: 3 years (Preferred)
License/Certification:
* Bar (Preferred)
Work Location: In person
$81k-121k yearly est. 60d+ ago
Tax Manager
Bakertilly 4.6
Appleton, WI job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to middle market clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a coach to a group of talented staff, utilizing your experience to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You'll enjoy this role if:
You are looking for an opportunity to expand your career in business tax and accounting, becoming an expert to the clients you serve
You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
You want to work for a leading CPA advisory firm who serves their clients with their clients' and employees' best interests in mind and are transparent in their decisions
You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through programs (ask us about My Time Off, My Development and Dress for Your Day!)
You want to contribute to your engagement team's professional growth and enhance your own skills to build a career with opportunities now, for tomorrow
What you will do:
Be a trusted member of the team providing various tax, accounting and advisory services to clients:
Oversee and provide services pertaining to accounting, bookkeeping and prepared or compiled financials.
Review and analyze accounting records and/or reporting with clients, provide analysis and consultation, and communicate with client to discuss accounting and business matters
Deliver best-in-class customer service to clients at all times, with an emphasis on being responsive, timely, professional, and accurate
Lead and plan client engagements, and continuously evaluate processes and procedures within the client services and implementation functions with emphasis on implementing efficiencies and identification of internal control issues
Provide recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectives
Manage and build client relationships, act as liaison to address and resolve client issues, and assist team leaders in researching and providing additional services to client
Effectively delegate and oversee the work efforts by setting goals, providing resources, removing obstacles, and scheduling deadlines to meet client expectations for delivery
Maintain current knowledge of local, state, and federal tax practices and laws
Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
Invest in your professional development individually and through participation in firm wide learning and development programs
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Enjoy friendships, social activities and team outings that encourage a work-life balance
Qualifications:
Bachelor's degree in accounting, master's or advanced degree desirable
CPA or JD required
Five (5)+ years of experience providing tax compliance, accounting and advisory services in a professional services firm
Two (2)+ years of supervisory experience, mentoring and counseling associates
Demonstrated management, analytical, organization, interpersonal, project management, communication skills
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
Highly developed software and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred
$68k-93k yearly est. Auto-Apply 38d ago
Assurance Senior
Baker Tilly Virchow Krause, LLP 4.6
Appleton, WI job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
Are you interested in joining one of the fastest growing public accounting firms?
Would you like the ability to focus on the Real Estate & Construction sector and further become an expert for your clients?
If yes, consider joining Baker Tilly US (BT) as an Audit Senior Associate! This is a great opportunity to be a valued business advisor delivering industry-focused audit and other assurance services to middle market clients. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You will enjoy this role if:
You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve.
You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges.
You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions.
You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!).
You want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrow.
What you will do:
Be a trusted member of the engagement team providing various assurance and consulting services to industry specific clients:
Proactively engage with your clients throughout the year to gather needed information to complete testing and respond to questions raised.
Plan and supervise the execution of all audit engagement activities.
Review and perform substantive testing on client's balance sheets and income statements.
Conduct and review tests to assess deficiencies of internal controls and make recommendations for improvement.
Play an active role in discussions with the Manager and Partner relative to business recommendations resulting from testing performed and information gathered.
Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs.
Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients.
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.
Enjoy friendships, social activities and team outings that encourage a work-life balance.
Qualifications
Successful candidates will have:
Bachelor's degree in accounting or an undergraduate degree with sufficient coursework to sit for the CPA exam
CPA preferred or actively pursuing completion of exam
Two (2)+ years of experience providing financial statement auditing services within a public accounting firm
Real Estate & Construction experience a plus
Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
Strong leadership, project management, organizational and analytical skills, initiative, adaptability
Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred