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CliftonLarsonAllen jobs in Arlington, TX - 144 jobs

  • Senior Wealth Advisor - Wealth Advisory - Dallas, TX

    Cliftonlarsonallen 4.4company rating

    Cliftonlarsonallen job in Dallas, TX

    Internal Job DescriptionCLA 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 Dallas, TX 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. This advisor would support the team in state-wide client needs. 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.
    $90k-113k yearly est. Auto-Apply 57d ago
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  • Tax Senior Associate - Manufacturing & Distribution, Agriculture, Food & Beverage

    Cliftonlarsonallen 4.4company rating

    Cliftonlarsonallen job in Dallas, TX

    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 9,500 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 a Tax Senior Associate to join our Texas Tax practice. How you'll create opportunities in this Tax Senior Associate role: Prepare, supervise, and review individual, C corporation, S corporation, and partnership engagements. Partner with clients to provide customized tax advisory services and work closely with other tax team members to identify and research complex tax issues. Focus on engagement management and operational excellence. Develop and train team members to help them build inspired careers. Expand your technical and professional knowledge through greater exposure to client interactions, regular self-study, and training opportunities. Get the opportunity to work with many great clients What you will need: You have a Bachelor's Degree in Accounting, Finance, or a related field. You have an active CPA license (or EA for Tax positions) or are eligible to sit for the CPA exams and meet the 150-credit requirement to obtain a CPA license. You have at least 2 years' experience as an associate in public accounting. You are looking for a firm that will support and foster your aspiring career goals. You jump at the chance to help others and you're ready to join a team of high-performing people. You have a knack for solving issues and confidently bring solutions to the table. You love public accounting! #LI- TB1 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.
    $56k-72k yearly est. Auto-Apply 60d+ ago
  • Associate - Corporate (Business Restructuring) - Dallas, Chicago, New York

    McDermott Will & Emery 4.9company rating

    Dallas, TX job

    Build your big career with the firm that does Big Law, Better. McDermott Will & Schulte is a leading global law firm that brings together more than 1,750 lawyers and 1,450 business professionals. We celebrate excellence, collaboration, and community and have been recognized as a top workplace by USA Today, Fortune, The American Lawyer, Vault and others. We are also certified by Great Place to Work. Here, we don't just invest in your future, we accelerate your career - wherever it may lead. That includes supporting you both in and outside of the office. With us, you'll find: * A firm where everyone belongs: Our award-winning culture prioritizes warmth and authenticity - we encourage you to be yourself! * Enthusiasm for all perspectives: We're smarter and stronger when everyone has a voice and a seat at the table. We welcome unique viewpoints and ideas, and we make opportunities for you and your career to thrive. * Support to feel your best and do your best: Wellness is integral to building a successful career and a rich life. That's why our McDermott Well program supports your physical, emotional, mental, and financial health, with an emphasis on work-life balance. * Real rewards for real work: We offer generous compensation packages that recognize hard work and excellence Job Description: We are seeking a Business Restructuring Associate to represent debtors, official creditors committees, lenders, asset purchasers, and other constituents in connection with in-court and out-of-court restructurings and litigation, including cross-border matters. This position is open to candidates in Dallas, Chicago, or New York offices. Applications should be submitted online through our web apply portal. Questions can be directed to Renee Richford, Talent Acquisition Manager, at *****************. Job Requirements: * 3 to 4 years of experience with in-court and out-of-court restructurings, including chapter 11 proceedings * Must be admitted to the jurisdiction for which you are applying As an Associate, you will: * Present and argue contested matters in court * Participate meaningfully in client communications * Draft pleadings, including first-day motions * Draft plans of reorganization and all documents relating to confirmation * Assist in the sale or purchase of distressed assets * Manage orderly liquidations * Conduct claims reconciliation and objection processes * Participate in negotiation settlements * Participate in negotiations with official committees of unsecured creditors, banks and other parties-in-interest As part of our ongoing commitment to be #AlwaysBetter for our people, clients and communities, we have created a culture of belonging that champions your individuality as both a person and a professional. From our competitive compensation, top benefits and award-winning professional development programs to industry-leading wellness initiatives, we support you through every stage of your life and career. With McDermott, you can live a life you love both in and outside of the office. Expected Pay Range for Associates: 2026/2025 Class Compensation Years: $225,000 2024 Class Compensation Years: $235,000 2023 Class Compensation Years: $260,000 2022 Class Compensation Years: $310,000 2021 Class Compensation Years: $365,000 2020 Class Compensation Years: $390,000 2019 Class Compensation Years: $420,000 2018 and more senior class compensation years: $435,000
    $225k-435k yearly Easy Apply 16d ago
  • Associate, Client Success

    Bakertilly 4.6company rating

    Frisco, TX 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: In the role of a hybrid Associate, Client Success Manager, this individual will be responsible for the overall satisfaction and coordination of services for a particular group of clients. This includes the positioning of new services and solutions for client consideration. This role will also serve as the main Point of Contact for any operational or escalation-related matters. The CSM will align closely with fellow Baker Tilly professionals across multiple service lines in architecting value for the business and its stakeholders. You will enjoy this role if: You have a strong passion and desire to understand client challenges and position key Advantage and firm services to meet the clients' current challenges. You enjoy building strong relationships with clients and getting to know them You like to serve as a business advisor and trusted sounding board for clients You are motivated to help your client proactively identify their needs and propose solutions to help grow their business You enjoy building internal relationships that will help a clients' business thrive. By partnering with internal colleagues in Client Accounting Services, Vantagen, Digital, Private Wealth, Tax, and/or others you will help coordinate timely delivery of solutions across service lines. Responsibilities You will have an opportunity to: Build and maintain strong relationships with clients that include ensuring an efficient onboarding process, ongoing training, escalated issue management, continued evaluation of Baker Tilly success thru managing current services and future offerings (70% - proactive client relation building) Communicate client needs or concerns to the appropriate Baker Tilly person and ensure timely resolution Closely partner with internal colleagues to share clients' business needs and identify potential new opportunity to expand the clients' portfolio of Baker Tilly solutions/products Support marketing and sales teams with information and/or share information with clients Utilize data and metrics to facilitate an client business review Help shape the strategy and direction of the client relationship through research and analysis (e.g., revenue, market and competitive trends, and customer insights). Qualifications Successful candidates will have: Bachelor's degree in a related field or equivalent years' experience in Client Success within a similar organization, required. 1-3 years of experience in Client Success or Account Management Knowledge of Salesforce preferred Proven success in growing and maintaining client accounts Demonstrated ability to manage difficult conversations and help provide resolutions
    $69k-102k yearly est. Auto-Apply 22d ago
  • Manager, Client Accounting Services-Real Estate

    Bakertilly 4.6company rating

    Frisco, TX job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities We're looking for an Accounting Manager to join our outsourced client accounting practice. In this role, you will work in a cloud-based environment and serve clients across the country, working with a team of professionals to provide property accounting services to their businesses. Come and join a fast-growing team, where we offer you variety in your client work to help you grow your skills and a steady schedule to allow for a healthy work/life balance! The Accounting Manager will be the primary client liaison and review the work performed for outsourced real estate accounting services. Manage the timely delivery, completeness and quality assurance of the monthly financial statement closing and reporting process to ownership and joint venture partners. Duties related to monthly reporting include, but are not limited to: Oversee the maintenance, review, analysis and reconciliation of balance sheet and income statement general ledger accounts for assigned properties Review end of month journal entries for all material financial statement line items Reviews workpapers for property-level and joint-venture financial statements prepared by property accountants Review accrual worksheet in conjunction with the property management team for inclusion in the general ledger Collaborate with property management to prepare monthly variance analysis Review fixed asset schedule accounting for additions and dispositions, calculate and record depreciation and prepare roll forward schedules Review expense reimbursements via intercompany payable or internal transfer Review management fee calculation Review roll-forward equity schedules for ownership Review debt compliance reports for ownership Review periodic distribution calculations Review journal entries related to significant transactions such as acquisitions, dispositions, and financings Support the annual financial statement audit and preparation of tax returns Collaborate with third party accounting firms to provide external audit and income tax support Review annual budgets for assigned properties Review real estate and common area maintenance “true-ups” on an annual basis Review setup of all new leases and renewals in property management software Lead and plan client engagements. Provide recommendations for reporting and budgeting process improvements relative to the client's operations, processes, and business objectives. Ensure seamless interaction and outstanding communication with property management team Act as liaison to address and resolve client issues and assist team leaders in researching and providing additional services to client. Evaluate processes and procedures within the client services and implementation functions with emphasis on implementing efficiencies and identification of internal control issues. Assist in ad-hoc projects and activities to foster growth and best practices of the business unit Qualifications: Bachelor's Degree in Accounting; CPA or MSA/MBA preferred 5 + years commercial real estate accounting experience. Exposure to property-level and ownership accounting is required Knowledge of GAAP and tax accounting Proficient with MS Office software Deep experience in MRI or Yardi is required. Critical thinking ability and a track record of solving problems and driving projects to completion Ability to communicate succinctly and anticipate and resolve issues/problems on a proactive basis
    $78k-117k yearly est. Auto-Apply 16d ago
  • Senior Network Engineer

    Squire Patton Boggs 4.9company rating

    Dallas, TX job

    Job Title Senior Network Engineer Ref No. 5051DAL Job Location Dallas Work Type Full Time Description Reporting to the Network Communications Manager and working with other Technology Managers, the Senior Network Engineer provides technical services to the IT teams, business end-users, and IT Managers. This role ensures that effective technical resolution, knowledge, transfer and skills development exists at all levels across the technology team. This role also works as part of the global Network Communications team, involved in the design and implementation, commissioning and decommissioning of new and existing infrastructure. The Senior Network Engineer position is responsible for the infrastructure and the life cycle of the designated platforms on a global basis. This includes the commissioning, ongoing maintenance, issue resolution and change control while ensuring the designated platform has sufficient capacity, performs as required and is readily available throughout the platform's existence. The Senior Network Engineer will provide and demonstrate technical leadership across a broad range of technology areas, providing best practice implementation of the technology utilized throughout the firm. In addition to establishing and executing internal infrastructure roadmaps, the individual will interact with other members of the engineering team to ensure proactive capacity planning, appropriate contingency/recovery plans are in place and maintained accordingly. Responsibilities include: Define strategies, directions and specific progression plans for assigned technology platforms and services. Design, Implement and maintain the firm's Wide Area Network (WAN), Local Area Network (LAN), Enterprise Wireless (WLAN) and Voice networks in a multi-region environment. Assist in the design, planning, implementation, commissioning and decommissioning and review of proposed solutions and changes, advising accordingly in the areas of compatibility, security and availability of the assigned technology platforms. Complete regular audits, review and document the infrastructure where required Provide input to disaster recovery plans and support during disaster recovery tests Provide advice and guidance on availability and capacity issues related to the network infrastructure Contribute information and data that may be required for periodic reviews with 3rd Party vendors to ensure compliance with agreed processes, procedures, and Service Level Agreements Author and maintain documentation related to networks services, such as topology diagrams, IP lists, asset lists Liaise with 3rd party vendors where required Assist in the development of various annual program portfolio components and associated budgetary proposals. Provide mentorship and coaching to technology team members, ensuring appropriate levels of knowledge is transferred across the Technology team to support and assist the assigned technology platforms. Establish and maintain strategic relationships with key technology providers. Maintain current technical knowledge and perspective required to help the overall IT team identify and leverage new opportunities. Provide 3rd line support for assigned technology platforms. Serve as a project resource for technology initiatives as assigned Technical Skills: WAN, LAN, SD-WAN, Enterprise WLAN infrastructure (Cisco, TCP/IP, SIP, VoIP, WAN, LAN, NAC) Cisco network design and implementation Cisco Security Product Suites including ASA/FTD firewall and IDS/IPS technologies . Detailed knowledge of common Routing and Switching protocols. Cisco/Mitel/UCaaS VOIP Solutions Familiar with Microsoft Teams Grounding in network security principles. RSA/RADIUS/AV Solutions Secure Internet Gateways, TMG, ISA, zScaler We require: Minimum of 5 years experience in server and network administration. High-level of proficiency in network protocols, design. Knowledge of WAN optimization solutions. Proficient in Infrastructure Architecture with a sound understanding of the frameworks and principles on which networks, systems, equipment and resources are based Deep understanding of both Ethernet LAN technologies and commonly used WAN protocols, including SD-WAN. Cisco accreditation (CCNA/CCNP/CCIE) is essential. Preferential consideration will be given to candidates with experience in a similar role within a law firm and/or professional services environment. Understanding of Project management methodologies such as PRINCE2 is also preferred. Our firm: Squire Patton Boggs is one of the world's strongest integrated law firms, committed to providing insight at the point where law, business and government meet. We deliver commercially focused business solutions by combining our legal, lobbying and political capabilities and invaluable connections on the ground to a diverse mix of clients, from long-established leading corporations to emerging businesses, start-up visionaries and sovereign nations. More than 1,500 lawyers in 45 offices across 20 countries on five continents provide unrivalled access to expertise. We offer excellent benefits, competitive compensation, and the opportunity to work in a professional, collaborative work environment. Squire Patton Boggs is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion or creed, sex, national origin, citizenship status, sexual orientation, gender identity, disability, veteran status, or any other condition protected by applicable law. This non-discrimination policy applies to all aspects of employment. #LI-RK1 #LI-Hybrid
    $126k-168k yearly est. 20d ago
  • Litigation Associate

    Squire Patton Boggs 4.9company rating

    Dallas, TX job

    Job Title Litigation Associate Ref No. 5006 Job Location Dallas Work Type Full Time Description The Dallas office of Squire Patton Boggs (US) LLP seeks a Litigation Associate with a minimum of 1 year of general litigation experience. The individual hired for this position will be responsible for handling most aspects of litigation, including drafting pleadings and motions; legal research; arguing hearings; managing discovery requests and responses; taking and defending depositions; and assisting with trial preparations and trial. Academic and Professional Qualifications 1-9 years of experience Admission to the Texas Bar Possess a JD from an accredited law school and a strong academic record Excellent credentials Knowledge, Skills & Experience Legal research, drafting legal documents, conducting discovery, coordinating with local counsel, and generally defending against litigation Excellent research and organizational skills; strong verbal and written communication abilities Courtroom and deposition experience preferred but not required More senior candidates should have substantial experience managing the various aspects of a commercial lawsuit from start to finish. More junior candidates should have an exceptional academic record. Must be a self-starter, have the ability to prioritize workload, display good judgment, and work well under pressure Application Process: In order to be considered for a position at Squire Patton Boggs, you must formally apply online. Resumes should be accompanied by an unofficial law school transcript and a recent writing sample that reflects your own work in advocating on a client's behalf. The salary range for this position is competitive with our peer firms and depends on skills and experience. We offer a professional and friendly work environment with competitive compensation and comprehensive benefits. About Squire Patton Boggs Squire Patton Boggs is a full-service global law firm providing insight at the point where law, business and government meet, giving you a voice, supporting your ambitions and achieving successful outcomes. With over 1,500 lawyers spanning more than 40 offices across four continents, the firm is renowned for its local connections and global influence, delivering comprehensive legal services across North America, Europe, the Middle East, Asia Pacific, and Latin America. Squire Patton Boggs is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion or creed, sex, national origin, citizenship status, sexual orientation, gender identity, disability, veteran status, or any other condition protected by applicable law. This non-discrimination policy applies to all aspects of employment. #LI-WS1 #LI-Hybrid
    $173k-241k yearly est. 60d+ ago
  • Lead Billing Specialist - Transactions

    McDermott Will & Emery 4.9company rating

    Dallas, TX job

    Build your big career with the firm that does Big Law, Better. McDermott Will & Schulte is a leading global law firm that brings together more than 1,750 lawyers and 1,400 business professionals. We celebrate excellence, collaboration, and community and have been recognized as a top workplace by USA Today, Fortune, The American Lawyer, Vault and others. We are also certified by Great Place to Work. At McDermott, we don't just invest in your future, we accelerate your career - wherever it may lead. That includes supporting you both in and outside of the office. With us, you'll find: * A firm where everyone belongs: Our award-winning culture prioritizes warmth and authenticity - we encourage you to be yourself! * Enthusiasm for all perspectives: We're smarter and stronger when everyone has a voice and a seat at the table. We welcome unique viewpoints and ideas, and we make opportunities for you and your career to thrive. * Support to feel your best and do your best: Wellness is integral to building a successful career and a rich life. That's why our benefits program supports your physical, emotional, mental, and financial health, with an emphasis on work-life balance. * Real rewards for real work: We offer generous compensation packages that recognize hard work and excellence. Job Description: The Lead Billing Specialist oversees the entirety of the billing cycle for assigned attorneys and manages cross-practice group initiatives and projects. This position prepares and presents detailed billing reports for attorney review and ensures timely bill posting. The Lead Billing Specialist works independently with minimal supervision, utilizing extensive experience and judgment to effectively plan and achieve objectives. Essential Functions and Responsibilities: * Lead billing compliance initiatives and ensure alignment across practice groups * Manage cross-practice group projects with competing deadlines and maintain workflow efficiency * Process edits to prebills as directed by billing attorneys and ensure adherence to both departmental and Firm turnaround standards * Conduct thorough reviews of prebills to identify and rectify misallocated/erroneous time and disbursements; ensure strict compliance with client guidelines * Verify and apply client-specific rate accommodations * Generate bills, reprint corrected pre-bills, and compose cover letters as needed * Proactively communicate with billing attorneys to track billing deadlines and provide status updates on pre-bills and prepared bills * Post bills with billing attorney approval and within billing deadlines * Collaborate effectively with the e-billing team to ensure accurate electronic submission and approval of client bills * Monitor client accounts for delinquent payments, promptly notify billing attorneys and perform directed actions including the preparing and sending reminder statements * Conduct detailed research and reconciliation of client accounts, payments, and unapplied cash as required * Address and escalate complex billing issues such as rate discrepancies, timekeeper approvals, and billing delays to appropriate teams for swift resolution * Cultivate strong professional relationships with clients to enhance billing efficiency and accuracy * Recommend and implement enhancements to billing processes to optimize efficiency and accuracy * Aid the Client Accounting Manager with reporting and other projects as needed Job Specifications: * High School Diploma * At least five (5) years of relevant experience * Knowledge of basic accounting principles * Advanced knowledge of standard billing processes and procedures * Advanced knowledge of Microsoft Office Suite (Excel, Outlook, PowerPoint, and Word) * Advanced written and verbal communication skills * Strong organizational skills * Strong customer services skills * Advanced analytical skills * Ability to work under tight deadlines and prioritize responsibilities * Ability to work independently and under own direction and initiative Successful candidates will be provided with outstanding career opportunities and will receive a competitive total rewards package with the opportunity to earn performance-based bonuses. Target Hiring Range $79,000 - $121,000 Please note that quoted salary ranges are not guarantees of what final salary offers may be. Base pay is based on market location and may vary depending on job-related knowledge, skills, experience, and geographic location. Base pay is only one part of the Total Rewards that MWS provides to compensate and recognize our staff professionals for their work. Full time positions are eligible for a discretionary bonus and a comprehensive benefits package. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. #LI-EF1 Physical Demands and Work Environment: The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical Demands: * While performing the duties of this job, the employee is required to sit, use hands, reach with hands and arms, stoop, talk and hear * Employee must occasionally lift up to twenty (20) pounds Work Environment: Typical indoor office environment Disclaimer: The above statements are intended to describe the general nature and level of the work being performed by people within this classification. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of employees assigned to this job.
    $35k-41k yearly est. 8d ago
  • Internal Audit & Risk Advisory Manager

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Dallas, TX job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you interested in joining one of the fastest growing consulting and accounting firms in the country? Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of risk and advisory? If yes, consider joining Baker Tilly (BT) as an Internal Audit & Risk Manager! Our Risk Advisory practice provides a full spectrum of services to help our clients assess their risks, develop strategies to compete in an ever-changing business environment, and achieve their goals and objectives. All of this is accomplished through deep industry knowledge of risk, governance, internal audit, compliance, and IT best practices. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. Does this describe you? * You want to continue to expand your work experiences and hone your skills as a comprehensive risk professional in the areas of internal control over financial reporting, internal audit, compliance, enterprise risk management, and governance. * You crave the opportunity to be part of a fast growing, entrepreneurial risk consulting practice where your hard work and creativity will be rewarded * You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together * You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow What you will do: * Work closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business processes and systems. o Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement o Perform detailed materiality analysis, scoping, risk assessment, and other engagement planning and management tasks required to guide engagement team execution. o Think independently and strategically about your clients' business, systems and risks providing recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes and business objectives o Provide strategic business advice to clients by assisting in the implementation of new processes and controls that address key risks o Assess, manage and optimize business risk across a wide range of areas, including operational audit and SOX compliance o Review clients' processes and controls against industry frameworks, identifying gaps in design and execution, and communicating issues and recommendations to clients o Draft comprehensive executive summaries and final reports for delivery to the client, documenting and reviewing engagement work papers in accordance with industry-accepted internal audit methodologies o Act as a valued business advisor, build relationships and communicate effectively with the client to provide superior client service o Facilitate professional and effective presentations to internal and external audiences o Continue to develop your knowledge and experience working with a variety of technology environments, platforms, applications and tools/utilities * 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 * Actively participates in professional organizations, client functions, events, and lunches & conducts presentations and seminars. Successful candidates will have: * Bachelor's degree in accounting, finance or a related program * CPA or CIA designation(s) required * 5+ year(s) experience with risk advisory, internal/external audit, business process reengineering, and/or internal controls * Experience as a client serving professional for a public accounting or consulting firm desired * Experience serving clients with the following industries; technology, manufacturing, distribution, energy and natural resources * Excellent analytical, technical and problem solving skills, with strong attention to detail * Exceptional verbal and written communication, collaboration, and time management skills The compensation range for this role is $116,730 to $221,300. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $75k-96k yearly est. Auto-Apply 60d+ ago
  • Financial Institution Regulatory Compliance Manager

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Dallas, TX job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you interested in joining one of the fastest growing consulting and accounting firms in the country? Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of financial institution risk and regulatory compliance? If yes, consider joining Baker Tilly (BT) as a Financial Institution Regulatory Compliance Manager! Our Risk Advisory practice provides a full spectrum of services to help our clients assess their risks, develop strategies to compete in an ever-changing business environment, and achieve their goals and objectives. All of this is accomplished through deep industry knowledge of risk, governance and regulatory compliance best practices. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. Does this describe you? * You want to continue to expand your work experiences and hone your skills as a comprehensive risk professional in the areas of financial institution compliance, enterprise risk management, governance and internal controls * You crave the opportunity to be part of a fast growing, entrepreneurial risk consulting practice where your hard work and creativity will be rewarded * You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together * You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow What you will do: * Work closely with client executives and management teams to understand their businesses and assist in identifying and managing regulatory compliance risks within their business processes and systems * Lead audit and consulting engagements of banks, credit unions, fintechs, and specialty finance organizations to determine institutions compliance with lending and depository regulatory requirements * Implement new or updated regulatory requirements, and translate regulatory requirements to ensure financial institution compliance * Continually stay up-to-date on all existing compliance regulations * Develop and maintain a broad knowledge and awareness of the financial institution industry and regulatory changes and identify potential impacts to compliance audit programs * Support our internal audit practice as Subject Matter Expert on regulatory and compliance topics * Provide strategic business advice to clients by assisting in the implementation of new regulatory requirements * Manage client engagement teams, along with staffing, billings/collections, and ensure client profitability targets are met * Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community * Invest in your professional development individually and through participation in firm wide learning and development programs * Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals * Enjoy friendships, social activities and team outings that encourage a work-life balance Successful candidates will have: * Bachelor's degree in accounting, finance, or a related program * 5+ years experience with regulatory compliance * 1-2 year(s) management experience * CIA or CRCM designation(s) required * CRCM Certification strongly preferred. Also open to candidates willing to obtain CRCM Certification in the future. * Experience working with FDIC, OCC, CFPB, NCUA, and state regulations * Experience as a client serving professional for a consulting firm preffered * Excellent analytical, technical, and problem-solving skills, with strong attention to detail * Exceptional verbal and written communication, collaboration, and time management skills * Strong sense of urgency and client responsiveness * Ability to travel up to 10% The compensation range for this role is $116,730 to $221,300. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $116.7k-221.3k yearly Auto-Apply 60d+ ago
  • 2027 2L Summer Associate - Dallas

    McDermott Will & Emery 4.9company rating

    Dallas, TX job

    For the 2027 Dallas Summer Program, we are looking for candidates interested in the following practice areas: Corporate Advisory (M&A/Private Equity, Restructuring, Technology Transactions), Litigation About McDermott Will & Schulte Students looking for a firm that encourages them to be their authentic selves while becoming indispensable to clients should look no further than McDermott. One of the fastest-growing firms in the AmLaw 25, we give our summer associates the opportunity to do meaningful work from the start. Each summer is paired with a dedicated mentor (or mentors) who provide day-to-day guidance and practical advice about transitioning from law school to life in a law firm. In addition to this informal coaching, summers receive formal feedback at both the program midpoint and conclusion. Our program is designed to support professional growth as well as personal well-being. Summer associates participate in a robust series of training opportunities, including writing workshops, hands-on skills sessions, and substantive practice group programming to help them build confidence and sharpen their legal skills. Complementing this, our well-being program offers resources and events focused on balance, resilience, and overall wellness, ensuring our summers feel supported both inside and outside of work. At McDermott, inclusion, wellness, and community involvement are valued just as highly as client service, and our summer associates experience the Firm's commitment to those values firsthand. For more information regarding our initiatives, please view our recruiting brochure: Join Us at McDermott - McDermott Will & Schulte 2027 2L Summer Program Opportunities McDermott is seeking 2L summer associates to join us for our 10-week 2027 Summer Associate Program. Our program offers summer associates a realistic introduction to the practice of law and day-to-day life as a McDermott associate. The summer associate program provides meaningful responsibility and feedback that is consistent with a junior associate experience. 2027 Summer Associates will receive weekly compensation of $4,326, less applicable taxes and withholdings. As part of the application and interview process, applicants are asked to indicate their primary practice area(s) of interest. Throughout the summer program, summer associates will primarily receive assignments from their designated practice area but will also have the opportunity to explore assignments from other groups. With the exception of our Intellectual Property group, McDermott does not hire summer associates into specific practice areas. However, our first-year associates are placed into practice areas. Therefore, we seek to align summer associates' general practice interests with local office practice representation. Applicants are asked to submit the following materials: * A resume * A cover letter (indicating practice area(s) of interest) * A writing sample * An undergraduate transcript and most up to date law school transcript 2L Inclusion Fellowship As part of McDermott's longstanding commitment to promoting a more equitable & inclusive law firm, we are proud to offer our 2L Inclusion Fellowship, open to all second-year law students who meet our eligibility criteria. 2027 Inclusion Fellows will receive a $25,000 stipend, less applicable taxes and withholdings. Half of the stipend will be paid out upon completion of the 2027 Summer Program, and the remaining half will be paid out upon joining McDermott as a full-time associate. Fellowships will be awarded on a competitive basis. To be considered, candidates must: * Have an anticipated JD graduation date in Spring 2028 at the time of application from an ABA-accredited law school. * Submit a personal statement of 1,000 words or less that narrates why the applicant wants to be a lawyer and what inclusion at a law firm means to them. This should be submitted as part of the general summer associate application process. * Demonstrate a commitment to promoting inclusion within the firm as a product of life experiences or challenges/obstacles in advancing professional objectives. * Receive and accept a 2027 Summer Program offer. * Participate in the first 8 weeks or full 10 weeks of the 2027 Summer Program. * Not be the recipient of a similar inclusion or diversity award from another firm during the same period. Application Process We will accept applications on a rolling basis beginning December 15, 2025. Students must apply through our web application portal at careers.mwe.com with all required materials in order to be considered. Applicants will receive an email confirmation that includes a self-update link which may be used to provide an updated transcript once available or make any necessary adjustments. Questions? Please visit our Summer Program page to view contact information for the law student recruiting team member in the office(s) in which you are interested.
    $4.3k weekly 6d ago
  • Performance Audit Senior

    Bakertilly 4.6company rating

    Dallas, TX 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: At Baker Tilly, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our clients, and about our communities. Here, you'll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm's size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you'll have fun while solving complex and interesting business challenges. The Government Performance Audit Senior works on a variety of projects for clients in local government, state government, special purpose districts, higher education, non-profit, and tribal industries. This role will focus on performance audits, internal audits, enterprise risk assessments, efficiency studies, process improvement reviews, and organization assessments. Individuals who thrive at Baker Tilly exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus. Responsibilities: Perform consulting activities that include leading and participating in interviews, reviewing documents, and preparing client deliverables such as findings, recommendations, and draft and final reports in compliance with relevant professional standards (GAGAS, IIA) Collect, analyze, and interpret quantitative and qualitative data to identify trends or patterns related to program operations and performance Conduct a variety of analysis, including peer benchmarking and best practice research to develop messages and actionable, well-support recommendations Work collaboratively with clients and audit team members to understand current business practices, identify opportunities for improvement, and evaluate risks Travels to client locations to work onsite and periodically attend industry conferences Qualifications: Bachelor's degree in public administration or related field required; Masters in Public Administration preferred Knowledge of GAGAS and IIA standards; CIA or CGAP designation preferred Experience with performance audits, efficiency studies, and risk assessments Familiarity with financial and operational aspects of local governments preferred Able to take direction, learn quickly, and work collaboratively as a self-directed professional to meet project objectives Effective time management and organizational skills, proven ability to prioritize while simultaneously managing numerous projects/processes often under tight deadlines Proficient with Microsoft Office Ability to travel as needed, approximately up to 30% The compensation range for this role is $86,660 to $164,300. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $86.7k-164.3k yearly Auto-Apply 15d ago
  • Tax Principal - Manufacturing

    Cliftonlarsonallen 4.4company rating

    Cliftonlarsonallen job in Fort Worth, TX

    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 a Tax Principal or Signing Director to support our M&D/AFB clients in one of our Texas offices. This role contributes at the highest level in their industry and excels at client advisory, service advocacy, relationship development, and leadership. How you'll create opportunities in this role: Lead a team of tax and industry professionals to deliver tax compliance and consulting services, including mentoring the team to get to know and help their clients by developing a deep understanding of their businesses and delivering the firm's services to fully meet client's needs. Assume full responsibility for all services for clients in a book of business. Actively develop new business and expand services to existing clients. Review and sign engagement letters, discuss the nature and terms of assignments with clients and staff, and approve fees. Review and approve work papers and tax returns prepared by staff. Review and sign client deliverables. Keep current on tax law changes. Demonstrate commitment to the firm through a willingness to devote time to the practice. What you will need: Bachelor's or master's in accounting, Taxation or related field Current CPA licensure required. (JD or EA may be accepted in lieu of CPA). 10+ years of public accounting experience in a tax role with a public accounting and/or professional services firm #LI-CD1 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.
    $77k-91k yearly est. Auto-Apply 7d ago
  • Specialist, Payroll - Vantagen

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Dallas, TX job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities: The main responsibilities of this role is to provide direct support and consulting to our payroll clients. This role is expected to understand payroll in depth and to maintain knowledge of payroll practices and laws so as to provide better service and information to our clients. Under the supervision of the Payroll Supervisor, this role is expected to be independently managing their client relationships, however, when needed, escalating issues or challenges for prompt resolution. Client Service & Deliverables * Ensure client payroll information is accurate within their specific payroll system and resolve any discrepancies * Review and/or process payrolls in a timely manner to meet client deadlines to include updating employee records, calculating/paying bonuses or severance, reviewing accuracy of federal and state income related tax calculations, and reconciling payroll deposits, tax withholdings, wage garnishments, etc. * Prepare reports of employee earnings, taxes, deductions, and employer's contribution for social security and unemployment Client Service * Establish strong and trusted client relationships by effectively consulting with clients on all payroll related matters * Maintain confidence of employee data by keeping all information confidential * Accurately convey detailed information in both written and verbal format * Provide technical software support to clients * Identify and accurately capture out of scope work * Identify new opportunities to expand services to clients Implementation & Technology * Be an additional resource to the implementation team when needed * Interviews clients to gain understanding of payroll needs * Manage new client implementation projects, ensuring timely completion and client satisfaction * Train clients on payroll processes as necessary Individual and Team Development * Be a resource to new hires and/or less experienced staff as it relates to clients, software, payroll, and/or processes * Provide honest feedback to new hires/less experienced staff in a timely manner * Help build team capabilities and knowledge by sharing insights and lessons learned * Research and maintain product knowledge on ADP software platforms * Maintain current knowledge of local, state, and federal practices and laws Qualifications: * 1-3 years of relevant payroll experience; associate or bachelor's degree preferred. Experience in lieu of degree considered * Experience with ADP software platforms desirable * Working knowledge of Outlook and Microsoft Office Suite (Word, Excel, PowerPoint) * Highly detail oriented and focused on accuracy * Strong organization and time management skills * Strong adaptability and multi-tasking skills * Ability to effectively work in a deadline driven environment serving multiple clients * Ability to provide exceptional client service * Strong written and verbal communication skills; appropriately and professionally communicates with all levels * Ability to learn new technology and processes quickly * Ability to learn from experiences and integrate new knowledge and skills into daily work and share with colleagues as appropriate
    $43k-58k yearly est. Auto-Apply 8d ago
  • Senior Associate, Private Equity Fund Services

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Dallas, TX 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: Our Private Equity Fund Services team is seeking to add a Senior Associate to their team! Baker Tilly's private equity fund services (PEFS) group provides comprehensive fund administration services including fund accounting, financial reporting, waterfall administration, capital event management, investor relations, treasury services, and general back-office consulting for investment firms. * Records daily journal entries and reviews cash reporting * Assists in the preparation of periodic reporting packages (monthly, quarterly and/or annual, as required), including schedules to support the general ledger balances for management approval * Assists in the preparation of periodic (monthly, quarterly and/or annual, as required) financial statements for management approval * Assists in the calculation of management fees owed to the management Company for investment/portfolio management services provided to the Fund. * Prepares quarterly investor capital statements for management approval * Prepares capital call calculations and notices to investors for management approval, uploads the notices to the investor portal and monitors the receipt of funds * Prepares distribution calculation and notices to investors for management approval, uploads the notices to the investor portal and monitors the bank transfers * Prepares and reviews correspondence with client investors to address inquiries, as needed * Able to work with auditors and provide them with reports/support to assist them during audit * Manages client investor portals * Coordinates and completes special projects, as directed by management * Performs other duties as assigned Qualifications * BA/BS in Accounting or related field required * CPA license (or in process) preferred * 3+ years of experience with a public accounting firm, investment bank, or the financial services industry (or general interest in supporting private equity fund operations and accounting) * Excellent communication, time management, planning, and problem-solving skills and the ability to multitask required * Must have strong research and analytical skills and current knowledge of US GAAP and/or IFRS * Must be able to communicate and interact professionally and effectively through written and verbal communication with current and potential clients * Strong organizational skills with excellent attention to detail * Requires ability to work both in team environment and independently * Eagerness to learn and strong work ethic * Must be able to work in a fast-paced environment and handle multiple priorities and deadlines * Knowledge of Investran or other partnership accounting software a plus #LI-AB1 #LI-Hybrid
    $67k-86k yearly est. Auto-Apply 14d ago
  • Director, Accounting and Financial Advisory Services

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Frisco, TX job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Position Overview: We are seeking a dynamic and highly experienced Director to lead and expand our Financial Advisory Services (FAS) within the Office of the CFO Accounting Advisory practice. This role will specialize in advising clients on complex technical accounting, reporting and transaction-related matters. The ideal candidate will bring deep expertise in U.S. GAAP, IFRS, and regulatory frameworks, and will serve as a trusted advisor to CFOs and finance leaders navigating accounting complexities, transactions, and emerging financial technologies. Key Responsibilities: * Serve as a senior advisor to clients with deep technical expertise * Lead and deliver advisory engagements on complex accounting topics including: * Consolidations (ASC 810) * Revenue Recognition (ASC 606) * Leases (ASC 842) * Business Combinations (ASC 805) * Impairments (ASC 350/360) * Share-based payments (ASC 718) * Complex financial instruments and other non-routine transactions * Advise on accounting policy development, restatements, and remediation of material weaknesses * Build and maintain strong relationships with CFOs, Controllers, and Audit Committees. * Drive thought leadership in emerging accounting topics, including evolving FASB and SEC guidance * Stay abreast of regulatory developments (SEC, FASB, IASB, etc.) and emerging technologies impacting financial reporting * Lead, mentor, and grow high-performing teams; foster a culture of innovation and technical excellence * Support business development, proposals, and go-to-market strategies * Collaborate cross-functionally with tax, risk, valuation, managed services, and technology teams to deliver end-to-end solutions Qualifications: * Bachelor's or Master's degree in a specialized field such as accounting, business, finance or related field - Master's degree preferred. * CPA required, CFA or other relevant certifications a plus * 10+ years of relevant experience in accounting advisory, Big 4 or top-tier consulting preferred * Proven track record of leading complex engagements and managing senior client relationships * Excellent communication, presentation, and stakeholder management skills * Ability to navigate ambiguity and deliver high-impact solutions in fast paced environments * Attention to detail along with a commitment to quality and confidentiality. * Ability to work extended hours including evenings and weekends, as well as the ability to travel overnight, as necessary. Why Join Us: * Lead a rapidly growing, high impact advisory practice * Influence the future of financial reporting * Collaborate with innovative clients across traditional and emerging sectors * Competitive compensation and flexible work environment "The compensation range for this role is $215,950 to $409,420. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location."
    $99k-142k yearly est. Auto-Apply 1d ago
  • Associate-Finance and Accounting BPO/Managed Services

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Frisco, TX 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: As an Associate in our Mid Market Outsourced Accounting & Advisory Services practice, you will be a vital member of a high-performing team, providing best-in-class accounting and advisory services to our clients. You will support the day-to-day financial operations for multiple clients, ensuring accuracy and efficiency in a cloud-based environment. This role is a fantastic opportunity for an early-career professional to gain hands-on experience, develop technical accounting skills, and contribute to a collaborative, client-focused team. You will be responsible for a variety of tasks that contribute to the overall financial health and strategic goals of our clients. Key Responsibilities * Transactional Accounting: Perform daily and weekly accounting tasks, including accounts payable (P2P), accounts receivable (O2C), bank reconciliations, and expense management. * Financial Reporting Support: Assist in the preparation of monthly, quarterly, and annual financial statements and other key reports for clients. * Process Improvement: Contribute to the implementation of process improvements to streamline workflows and enhance efficiency. * Data Management: Accurately classify, record, and summarize financial data, ensuring the integrity of financial records. * Client Collaboration: Work closely with the engagement team and client contacts to gather information, clarify requirements, and ensure timely completion of tasks. * Documentation: Support the creation and maintenance of standardized desktop procedures and process documentation. * Problem-Solving: Assist in troubleshooting and resolving accounting issues and discrepancies. Qualifications * Education: o Bachelor's degree in Accounting, Finance, or a related field is required. * Experience: o Relevant internship - 2 years professional work experience in an accounting or finance role is a plus. o Experience in MS Office Suite, and ERP systems (e.g. Workday, SAP, Oracle, QuickBooks Online, Sage Intacct, NetSuite) as a plus. * Skills: o Foundational knowledge of Generally Accepted Accounting Principles (GAAP). o Strong analytical and problem-solving abilities with a keen attention to detail. o Excellent organizational, communication, and interpersonal skills. o Ability to work effectively in a fast-paced, team-oriented environment. o A proactive and adaptable mindset with a strong commitment to continuous learning.
    $61k-85k yearly est. Auto-Apply 60d+ ago
  • Senior Consultant- Business Personal Property Tax

    Baker Tilly 4.6company rating

    Dallas, TX 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 Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Senior State & Local Tax Associate to join our growing State & Local Tax (SALT) practice! Candidates for the Senior Consultant position must possess a successful track-record of experience in the Business Personal Property (BPP) Tax market. Candidates must be able to work in a deadline driven, fast-paced, and dynamic work environment. Responsibilities include but are not limited to filing returns, reviewing returns, appealing assessment notices, and processing tax bills. The Senior Consultant is responsible for ensuring client appeals are handled appropriately and working with the team to apply proper valuation methodologies. Essential Duties and Responsibilities Manage complex BPP filings in multiple states File appeals, maintain appeal calendar, and attend hearings Successfully navigate Freeport Exemption filings where applicable Negotiating with assessors on multi-state portfolios Consistently exceed client service expectations Manage and motivate staff to achieve desired results Attain mastery of software updates and changes, specifically OneSource/PTMS Develop and preserve positive relationships with assessors and clients Create and update files and records, while tracking tax appeal deadlines Verify that values fall within established guidelines Maintain hearing schedules as required Manage the processing of tax bills timely and accurately Participate in team projects by taking ownership of assignments Ensure all team matters are completed in a timely manner Commitment to working in a dynamic, deadline driven environment Requirements: Highly detail oriented Strong analytical and technical skills Ability to work independently with minimum supervision Excellent Communication Skills Education and Qualifications Bachelor's degree in Accounting, Business Administration, Finance, or related field preferred Pursuing CMI. Advanced skills in Microsoft Word and Excel Excellent verbal and written communication skills Ability to meet travel requirements of the job Previous OneSource/PTMS software experience is required The compensation range for this role is $74,660 to $141,560. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $74.7k-141.6k yearly Auto-Apply 60d+ ago
  • Tax Manager or Director - Manufacturing & Distribution, Agriculture, Food & Beverage

    Cliftonlarsonallen 4.4company rating

    Cliftonlarsonallen job in Fort Worth, TX

    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 a Tax Director or Manager to join our Fort Worth Tax practice. How you'll create opportunities in this Tax Manager role: Consult with clients on business processes such as succession and tax planning. Lead, schedule, supervise, and review tax engagements. Develop and train team members to help them build inspired careers. Foster and build opportunities for our clients, communities, and people. Become an industry professional and attend industry-leading events and trainings. Perform a range of tax procedures in accordance with the size and complexity of the engagement. Review complex individual and corporate tax returns. What you will need: You have a minimum of 6 years of experience serving in a tax role with a public accounting firm. You have a Bachelor's Degree in Accounting, Finance, or a related field. CPA is required. JD or EA may be accepted in place of CPA certification. You are looking for a firm that will support and foster your aspiring career goals. You jump at the chance to help others, and you're ready to join a team of high-performing people. You have a knack for solving issues and confidently bring solutions to the table. You love to work with clients to help their businesses succeed strategically #LI- TB1 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.
    $62k-75k yearly est. Auto-Apply 4d ago
  • Risk Advisory Services Managing Director

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Frisco, TX 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 consulting and accounting firms in the country? Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of risk and advisory? If yes, consider joining Baker Tilly (BT) as a Managing Director! Our Risk Advisory practice provides a full spectrum of services to help our public sector clients assess their risks, develop strategies to compete in an ever-changing business environment, and achieve their goals and objectives. All of this is accomplished through deep industry knowledge of risk, governance, internal audit, compliance, IT, and cybersecurity best practices. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. Does this describe you? * You want to continue to expand your work experiences and hone your skills as a comprehensive risk professional in the areas of compliance, enterprise risk management, governance, internal controls, and data analytics. * You crave the opportunity to be part of a fast growing, entrepreneurial consulting practice where your hard work and creativity will be rewarded. * You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together. * You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow. What you will do: * Work closely with government boards and management teams to understand their organization and assist in identifying and managing financial and operational risks within their business processes and systems. * Develop in-depth knowledge of governmental organizations by having direct client interaction while working on multiple aspects of an engagement. * Serves as the primary client liaison for large client relationships - manages master service agreements over large client relationships, aligning project teams with client needs and ensuring client satisfaction with our work. * Think independently and strategically about your clients' business, systems and risks providing recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectives. * Provide strategic advice to clients by assisting in the implementation of new processes and controls that address key risks. * Assess, manage, and optimize information technology risk across a wide range of areas, including cybersecurity, IT strategy and governance, IT regulatory and compliance requirements, and business continuity and disaster recovery. * Review clients' processes and controls against industry frameworks, identifying gaps in design and execution, and communicating issues and recommendations to clients. * Produce comprehensive executive summaries and final reports for delivery to the client, documenting and reviewing engagement work papers in accordance with industry-accepted internal audit methodologies. * Act as a valued business advisor, build relationships and communicate effectively with the client to provide superior client service. * Managing, developing, training, and mentoring staff on projects and assessing performance for engagement and year-end reviews. Actively participating in recruiting talent to the firm. * Performing project management duties - oversees work plan execution, provides periodic internal and client facing status reports, generates invoices and manages the project budget, oversees development and distribution of deliverables, and manages day-to-day communication and coordination with client team. * Lead professional and effective presentations to internal and external audiences. * Continue to develop your knowledge and experience working with a variety of technology environments, platforms, applications, and tools/utilities. * Attending professional development, networking events and training seminars on a regular basis. Adhering to the highest degree of professional standards and strict client confidentiality. * 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 * A bachelor's degree within business, finance, accounting, or public administration, MBA/MPA desirable but not a requirement. * Ten (10) plus years of progressive related consulting experience, including at least seven (7) years serving as a project manager in managing large and complex client relationships. * A certification is highly relevant to this role. One or more of the following certifications are required: CIA, CFE, CRMA, CGAP, CPA, CISA, CISSP. * Proven capacity to act as a dynamic leader, with a demonstrated ability to navigate and lead change management initiatives effectively * Knowledge of public sector operations broadly, specific knowledge or experience in a public sector setting - state or local government, public utility, transit, and/or K-12 schools. * Demonstrated management, analytical, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills (Word, Excel) required. * Broad understanding of risk and internal audit consulting concepts including but not limited to: internal audit (e.g., IPPF) and Yellowbook standards, internal controls and internal control testing, business process efficiency, business functions including accounting/finance, human resources, information technology. * Ability to 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 duties. * Strong understanding of the professional services industry and ability to develop delivery on a business plan for a team of consultants. * Ability to train team members and peers, and serve as a mentor. The compensation range for this role is $201,810 to $382,600. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $90k-130k yearly est. Auto-Apply 1d ago

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